Aug 6, 2020 by Herve BlandinIs Arista Networks Stock a Buy?The cloud network data-center specialist posted double-digit, second-quarter revenue decline, but it remains exposed to long-term tailwinds despite intensifying competition.
Jul 30, 2020 by Herve BlandinWhy Juniper Networks' Margins Should Remain PressuredThe legacy network vendor will be facing extra competition in lower-margin businesses.
Jul 29, 2020 by Herve BlandinNever Heard of Adaptive Applications? It's F5 Networks' Long-Term VisionAdaptive applications leverage the tech specialist's various technologies.
Jul 27, 2020 by Herve BlandinIs Microsoft Stock a Buy?The tech giant posted strong fiscal fourth-quarter results and it is poised to grow over the long term. But its stock remains close to its all-time highs.
Jul 23, 2020 by Herve BlandinWhy Investors Are Paying a Premium for FastlyCybersecurity and edge computing should fuel the content delivery network specialist's revenue growth over the next several years.
Jul 8, 2020 by Herve BlandinIs Okta Stock a Buy?The high-growth cloud stock is now close to its all-time highs.
Jul 7, 2020 by Herve BlandinThese 3 Stocks Are Absurdly Overvalued Right NowExplosive revenue growth and exposure to attractive markets doesn't turn these expensive stocks into investment opportunities.
Jul 7, 2020 by Herve BlandinHow Risky Is Fastly?This cloud service provider's stock is up by more than 650% in less than four months. Is the stock a safe bet?
Jul 2, 2020 by Herve BlandinFour Cybersecurity Disruptors Are Forming an Alliance: What It Means for Their StocksCrowdStrike, Okta, Proofpoint, and Netskope teamed up to integrate their cloud cybersecurity solutions.
Jun 28, 2020 by Herve BlandinThis Is the Business BlackBerry's Shareholders Should Worry AboutThe cybersecurity specialist's fiscal first-quarter results revealed a significant weakness.
Jun 22, 2020 by Herve BlandinBetter Buy: Arista Networks vs. Juniper NetworksThe competition between the two network vendors is intensifying.
Jun 18, 2020 by Herve BlandinOracle Is at an Inflection Point, but Investors Should Remain PrudentDespite mixed fiscal fourth-quarter results, management expressed optimism.
Jun 11, 2020 by Herve BlandinWhy Cloudera Stock Is Cheaper Than It LooksThe market doesn't seem to see the company's transition to a hybrid and multicloud offering yet.
Jun 4, 2020 by Herve BlandinIs Zoom Video Communications Stock a Buy?The video communications specialist posted exceptional first-quarter results, but the competition is intensifying.
Jun 3, 2020 by Herve BlandinIs salesforce.com Stock a Buy?The cloud-based CRM software maker is poised to keep on dominating its expanding market, but its stock price is close to all-time highs.
Jun 3, 2020 by Herve BlandinWhy Investors Should Consider Zscaler's Strong Results With PrudenceThe cybersecurity specialist's fiscal third-quarter results exceeded expectations, but a closer look reveals a less rosy picture.
May 30, 2020 by Herve BlandinBeware of Box's Increasing ProfitabilityThe cloud platform's fiscal first-quarter results show management's strategy is materializing, but that means revenue growth will be decelerating.
May 26, 2020 by Herve BlandinHow Risky Is Palo Alto Networks Stock?The cybersecurity specialist posted solid fiscal third-quarter results amidst the coronavirus pandemic, but its stock price is becoming elevated again as it recovered from the market sell-off in March.
May 20, 2020 by Herve BlandinIs CrowdStrike Stock a Buy?The high-growth cloud-based cybersecurity vendor's stock price more than doubled in less than three months, but it remains well below its all-time highs.
