Company | Date | Price Target | Rating | Analyst |
---|---|---|---|---|
8/30/2024 | $302.00 → $339.00 | Hold → Buy | HSBC Securities | |
8/29/2024 | $290.00 → $315.00 | Outperform | BMO Capital Markets | |
8/7/2024 | Sell → Neutral | Monness Crespi & Hardt | ||
8/6/2024 | $310.00 → $290.00 | Neutral → Overweight | Piper Sandler | |
8/1/2024 | $143.00 | Neutral → Buy | BTIG Research | |
7/30/2024 | $350.00 → $325.00 | Outperform | Evercore ISI | |
7/23/2024 | $388.00 → $302.00 | Buy → Hold | HSBC Securities | |
7/22/2024 | $393.00 → $300.00 | Sector Outperform → Sector Perform | Scotiabank |
Strengthened partnership with IBM paves the way for more customers to benefit from next-gen SOC Innovation and AI-powered security solutions SANTA CLARA, Calif., Sept. 4, 2024 /PRNewswire/ -- Palo Alto Networks (NASDAQ:PANW), the global cybersecurity leader, today announced that it has completed the acquisition of IBM's QRadar Software as a Service (SaaS) assets. This transaction underscores Palo Alto Networks and IBM's commitment to secure customers with best-in-class threat prevention, addressing ever-expanding attack surfaces with the complete platform approach that is required to simplify security operations. Palo Alto Networks Precision AI™-powered Cortex XSIAM® platform centralizes d
Ending ARR grows 32% year-over-year to reach $3.86 billion, adding $218 million in net new ARR Grows GAAP net income more than 5x year-over-year and record non-GAAP net income grows 45% year-over-year Delivers record Q2 operating cash flow of $327 million and record Q2 free cash flow of $272 million CrowdStrike Holdings, Inc. (NASDAQ:CRWD), today announced financial results for the second quarter fiscal year 2025, ended July 31, 2024. "Working with customers to recover from the July 19th incident, we emerge as an even more resilient and even more customer-obsessed CrowdStrike, continuing to aggressively invest in innovation. Our second quarter demonstrates the resilience of our
Second quarter revenue grew 27% year-over-year to $645 million Strong growth of larger customers, with about 3,390 $100k+ ARR customers, up from about 2,990 a year ago Announced general availability of LLM Observability Announced innovations for Generative AI, Observability, Cloud Security, Product Analytics, Software Delivery, and Cloud Service Management at DASH 2024 NEW YORK, Aug. 8, 2024 /PRNewswire/ -- Datadog, Inc. (NASDAQ:DDOG), the monitoring and security platform for cloud applications, today announced financial results for its second quarter ended June 30, 2024. "Dat
4 - JUNIPER NETWORKS INC (0001043604) (Issuer)
4 - CrowdStrike Holdings, Inc. (0001535527) (Issuer)
4 - Datadog, Inc. (0001561550) (Issuer)
SC 13G/A - Datadog, Inc. (0001561550) (Subject)
SC 13G/A - Datadog, Inc. (0001561550) (Subject)
SC 13G/A - CrowdStrike Holdings, Inc. (0001535527) (Subject)
6,000 in-person attendees from more than 60 countries unite to shape a more secure and resilient future at CrowdStrike's flagship security conference CrowdStrike (NASDAQ:CRWD) today announced another record-setting year for Fal.Con, cybersecurity's premier user conference that brings together leaders from around the world to help shape the future of the industry. Taking place September 16-19 at the ARIA in Las Vegas, Fal.Con 2024 will host a record 6,000 in-person attendees representing 2,300 of the world's leading organizations from 60 countries and nearly 100 partner sponsors from across the cybersecurity ecosystem. Over four days, attendees will have access to more than 200 breakout
NEW YORK, Aug. 5, 2024 /PRNewswire/ -- Datadog, Inc. (NASDAQ:DDOG), the monitoring and security platform for cloud applications, today announced that Yanbing Li is joining as Chief Product Officer, effective immediately. Li has more than 25 years of product, technology and engineering experience, having led global engineering, operations and infrastructure teams at Aurora, Google and VMware. "Yanbing is a technology leader with established experience building market-leading products at hyper-growth companies," said Olivier Pomel, co-founder and CEO of Datadog. "Her deep expert
Industry veteran brings decades of business acumen and global insight from Amazon Web Services, Cisco, Palo Alto Networks, and Unity JFrog Ltd. ("JFrog") (NASDAQ:FROG), the Liquid Software company and creators of the JFrog Software Supply Chain Platform, today announced Unity CFO, Luis Felipe Visoso, will join its Board of Directors, effective immediately. He will also serve as a member of the Board's Audit Committee. With extensive experience in global enterprise leadership and board roles across the cybersecurity, cloud, and software industries, Visoso brings a wealth of business expansion expertise to JFrog that will help the company drive growth in the DevOps, DevSecOps, and AI/MLOps
Fal.Con 2024 -- CrowdStrike (NASDAQ:CRWD) today announced new innovations that unify security and IT to stop breaches on the CrowdStrike Falcon® cybersecurity platform. The single-agent, cloud- and AI-native Falcon platform consolidates point products to eliminate complexity and deliver better security outcomes. With these new innovations, CrowdStrike is unifying the security and IT operations lifecycle – from assessing risk and threat detection, to accelerating remediation and response. New and expanded innovations include: Project Kestrel: A Revolutionary New User Experience: Project Kestrel removes silos and unifies data from across the Falcon platform to provide an all-in-one view of
CrowdStrike introduces AI Security Posture Management, announces general availability of Data Security Posture Management Fal.Con 2024 – CrowdStrike (NASDAQ:CRWD) today unveiled AI Security Posture Management (AI-SPM) and announced the general availability of Data Security Posture Management (DSPM) as fully integrated components of CrowdStrike Falcon® Cloud Security. These innovations make Falcon Cloud Security the only CNAPP to deliver comprehensive visibility and protection across cloud infrastructure, applications, data and AI models from a single, unified platform. Additionally, CrowdStrike unveiled powerful new enhancements to CrowdStrike Falcon® Identity Protection, including Falcon
NEW YORK, NY / ACCESSWIRE / September 17, 2024 / CrowdStrike (NASDAQ:CRWD) and Dazz today announced a partnership to enhance unified visibility and protection through CrowdStrike Falcon® Cloud Security, integrating security remediation insights from Dazz. This collaboration enables developer and infrastructure teams to benefit from comprehensive cloud security with actionable recommendations for code fixes and remediation.The CrowdStrike 2024 Global Threat Report reveals a 110% surge in cloud exploitation cases over the past year, with adversaries becoming increasingly focused and persistent. Preventing cloud breaches now demands a unified approach that integrates threat protection and vulne
HSBC Securities upgraded CrowdStrike from Hold to Buy and set a new price target of $339.00 from $302.00 previously
BMO Capital Markets reiterated coverage of CrowdStrike with a rating of Outperform and set a new price target of $315.00 from $290.00 previously
Monness Crespi & Hardt upgraded Datadog from Sell to Neutral
4 - Palo Alto Networks Inc (0001327567) (Issuer)
Investors with a lot of money to spend have taken a bullish stance on Palo Alto Networks (NASDAQ:PANW). And retail traders should know. We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga. Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with PANW, it often means somebody knows something is about to happen. So how do we know what these investors just did? Today, Benzinga's options scanner spotted 11 uncommon options trades for Palo Alto Networks. This isn't normal. The overall sentiment of these big-money traders is split between 54% bullish and 27%, bearish. Out of
Whales with a lot of money to spend have taken a noticeably bearish stance on CrowdStrike Holdings. Looking at options history for CrowdStrike Holdings (NASDAQ:CRWD) we detected 19 trades. If we consider the specifics of each trade, it is accurate to state that 31% of the investors opened trades with bullish expectations and 36% with bearish. From the overall spotted trades, 6 are puts, for a total amount of $820,726 and 13, calls, for a total amount of $654,600. Predicted Price Range Taking into account the Volume and Open Interest on these contracts, it appears that whales have been targeting a price range from $210.0 to $360.0 for CrowdStrike Holdings over the last 3 months. Insights int
Sentiment continues to be jittery, with the major index futures priming for a lower opening on Thursday as traders look ahead to the first read of second-quarter GDP data and more earnings. The tech space could once again drag the broader market after a few disappointing earnings reports from the likes of Franco-Italian chipmaker STMicroelectronics N.V. (NYSE:STM), which predominantly supplies to the automotive end market, and semiconductor test-equipment company Teradyne, Inc. (NASDAQ:TER). Traders may also stay glued to second-quarter GDP data to confirm the slowdown suggested by some recent data does not point to a hard landing. That said, bond yields are dipping as the market, factori
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S-3ASR - Palo Alto Networks Inc (0001327567) (Filer)
10-K - Palo Alto Networks Inc (0001327567) (Filer)