Feb 6, 2020 by Herve BlandinShould Investors Worry About New Relic Stock After Mixed Earnings Report?Management reduced this software company's fiscal 2020 free cash flow expectations in a significant way.
Feb 5, 2020 by Herve BlandinWhy Cloud Growth Could Fuel a Revenue Turnaround for Check Point SoftwareThe cybersecurity vendor posted weak fourth-quarter revenue growth, and guidance indicates this trend will continue in 2020.
Feb 3, 2020 by Herve BlandinAT&T Preferred Stock Offers a Safer Alternative to the DividendSignificant uncertainties threaten AT&T's dividend over the medium term unless you can access this preferred alternative.
Jan 31, 2020 by Herve BlandinWhy 5G Could Be Crucial for Extreme NetworksThe deployment represents a strong tailwind for the tech vendor struggling with structural challenges.
Jan 29, 2020 by Herve BlandinWhy F5 Networks' Latest Big Bet Will Keep Shareholders in Good ShapeThe tech vendor spent approximately $1 billion to acquire Shape Security and enhance its application cybersecurity portfolio.
Jan 29, 2020 by Herve BlandinWhy Juniper Networks Will Stagnate Despite Its Cloud RecoveryThe network vendor stopped its streak of declining revenue, but significant challenges remain in 2020 and beyond.
Jan 25, 2020 by Herve BlandinBeyond Short-Term Headwinds, Citrix Is Set to Profit From Its Shift to the CloudManagement forecasted weak revenue growth and declining operating margin in 2020, but the long term looks brighter.
Jan 24, 2020 by Herve BlandinWhy IBM's Solid Cloud Business Won't Lead to a Strong Dividend IncreaseThe tech giant posted better-than-expected results and encouraging guidance, but management will focus on reducing the debt load.
Jan 16, 2020 by Herve BlandinBetter Buy: Cisco Systems vs. IBMBoth tech giants pay a solid dividend while ramping up their cloud businesses. But which stock represents the best opportunity?
Jan 15, 2020 by Herve BlandinCould Elastic Be a Millionaire Maker Stock?Given its modest revenue base in expanding markets, the search company still has plenty of room to grow. But its stock price may follow a different trajectory.
Jan 12, 2020 by Herve BlandinBetter Buy: Arista Networks vs. CiscoIt's a choice between the dominant legacy network vendor Cisco and its fast-growing challenger Arista Networks.
Jan 9, 2020 by Herve BlandinIs Palo Alto Networks Stock a Buy?Palo Alto Networks is poised to post solid revenue growth and a high adjusted free cash flow margin over the next several years. But investors should proceed with caution.
Jan 8, 2020 by Herve BlandinIs The Trade Desk Stock a Buy?The company has been delivering solid performance in a growing online advertising market, but the stock has climbed back to all-time high levels.
Dec 31, 2019 by Herve BlandinBetter Buy: Facebook vs. TwitterFacebook has been a superior choice for long-term investors over the last several years, but is it still?
Dec 24, 2019 by Herve BlandinWhy BlackBerry's Fiscal Third-Quarter Results Weren't That ImpressiveThe company generated losses, and the acquisition of Cylance masked slow revenue growth.
Dec 21, 2019 by Herve BlandinWill Amazon Make a Dent in Cisco's Revenue With This New Project?Amazon is one of the premier members of a project that aims to disrupt a part of the computer networking industry.
Dec 20, 2019 by Herve BlandinBetter Buy: Arista Networks vs. Juniper NetworksBoth network vendors are facing challenges in the cloud data center market, but there's a clear winner.
Dec 19, 2019 by Herve BlandinIt Took 5 Years and $1 Billion for Cisco to Prepare This Key Future-Proof StrategyCisco's new "Internet for the future" strategy represents a major shift for the legacy network vendor.
Dec 15, 2019 by Herve BlandinBetter Buy: AT&T vs. VerizonBoth telecommunication providers rely on 5G and content to fuel their revenue growth and sustain their dividends. So what sets them apart?
Dec 10, 2019 by Herve BlandinCrowdStrike: Stellar Results vs. Lofty ValuationThe cloud-based cybersecurity vendor posted strong results and raised guidance.
