$Zscaler (ZS.US)$If have to choose a cybersecurity name, I would pick this one at present price. It’s cloud native, somewhat cheap, and the technicals are decent with good upside potential. No CRWD, PANW, FTNT, S etc.
As AI evolves into autonomous agents capable of decision-making and action, data will explode to levels no one could have imagined. These AI agents will analyze, optimize, and transform workflows across industries, but with this explosion of capabilities comes an equally massive increase in risks. What must you do with this data? Secure it. That’s why cybersecurity is critical, and why it should be a cornerstone of every portfolio...
Over the past few weeks, industry leaders like$Salesforce (CRM.US)$,$Intuit (INTU.US)$, and$Snowflake (SNOW.US)$have showcased how Al is reshaping their offerings. Cybersecurity firms are no exception, demonstrating that innovation in security is keeping pace with broader enterprise trends. As Al shifts from hype to application, a pivotal moment has emerged. Autonomous Al agents are driving enterprise innovation, automating pro...
I have no position but like for like, Sentinel is 3.5X smaller than its industry comparable ZS and appears to be trading at a discount. Gross margins are pretty good for industry standards, I’d say its playing catch up if not nibbling at ankles of the big boys. Although a bit disappointed, some analysts have said CRWD earlier fluke could see clients move to S. Hope that plays out in numbers in later quarters. $CrowdStrike (CRWD.US)$$Zscaler (ZS.US)$$SentinelOne (S.US)$
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Seraphicall
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Am looking at Sentinel as well. Over-reaction of the market. Looking to buy for a bounce
$SentinelOne (S.US)$is slated to reveal its earnings on 04 December 2024. SentinelOne is forecasted to report an EPS of $0.01, showcasing a 133.33% upward movement from the corresponding quarter of the prior year. Consensus estimate for the revenue is anticipated to be $209.56 million, indicating a 27.65% upward movement from the same quarter last year. Investors In-Line Revenue Guidance Matters For CyberSecurity stocks. The most recent...
December trading started Monday with the S&P 500 and the Nasdaq not only hitting new intraday records but also fresh closing highs. At 4:03 p.m. ET, the$S&P 500 Index (.SPX.US)$was up 0.24% to 6,047 and the$Nasdaq Composite Index (.IXIC.US)$was up 0.97% to 19,403. The$Dow Jones Industrial Average (.DJI.US)$was off 0.29% to 44,782. MACRO Federal Reserve Governor Christopher Waller said Monday that although inflation ha...
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How Zscaler's New Asset Management Tool Transforms Enterprise Security Visibility Across 50M+ Devices
Can EY and Zscaler's New Alliance Solve Enterprise Cloud Security Challenges?
Cybersecurity firms are no exception, demonstrating that innovation in security is keeping pace with broader enterprise trends.
As Al shifts from hype to application, a pivotal moment has emerged. Autonomous Al agents are driving enterprise innovation, automating pro...
$CrowdStrike (CRWD.US)$ $Zscaler (ZS.US)$ $SentinelOne (S.US)$
Consensus estimate for the revenue is anticipated to be $209.56 million, indicating a 27.65% upward movement from the same quarter last year.
Investors In-Line Revenue Guidance Matters For CyberSecurity stocks.
The most recent...
At 4:03 p.m. ET, the $S&P 500 Index (.SPX.US)$ was up 0.24% to 6,047 and the $Nasdaq Composite Index (.IXIC.US)$ was up 0.97% to 19,403. The $Dow Jones Industrial Average (.DJI.US)$ was off 0.29% to 44,782.
MACRO
Federal Reserve Governor Christopher Waller said Monday that although inflation ha...
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