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News
Cisco Grows Into Its Multiple, And The Market Has To Do The Rest
30+ min ago (388+ words) Consensus has the earnings arriving, and the multiple falling, yet the scenario that follows leaves a holder within a few percent of today’s price unless the market goes on paying a richer forward multiple than it does today. Cisco Systems…...
CrowdStrike Stock Is Down, But The Business Is Looking Up. What Gives?
4+ day, 8+ hour ago (147+ words) Trefis This site requires JavaScript to function properly. Here are some sample widgets you could interact with from this dashboard: NYSE/AMEX data delayed 20 minutes. NASDAQ and other data delayed 15 minutes unless indicated. This interactive model has a limit on…...
Why NetScout Systems Is a Takeover Target Hiding in Plain Sight
5+ day, 14+ hour ago (146+ words) Trefis This site requires JavaScript to function properly. Here are some sample widgets you could interact with from this dashboard: NYSE/AMEX data delayed 20 minutes. NASDAQ and other data delayed 15 minutes unless indicated. This interactive model has a limit on…...
What Fortinet Stock Was Telling Wall Street About AI Before It Doubled
1+ mon, 2+ week ago (549+ words) The secret to the cybersecurity firm’s explosive surge lay beyond the headline financials: a new type of customer management had just started talking about. When a stock like Fortinet (FTNT) puts up a 104% gain in about six months, the first…...
Coupang Stock In Shambles: Down 23% With 5-Day Losing Streak
3+ mon, 1+ week ago (146+ words) Trefis This site requires JavaScript to function properly. Here are some sample widgets you could interact with from this dashboard: NYSE/AMEX data delayed 20 minutes. NASDAQ and other data delayed 15 minutes unless indicated. This interactive model has a limit on…...
How Low Can Cisco Systems Stock Really Go?
5+ mon, 2+ week ago (281+ words) Cisco advances its AI infrastructure and networking, solidifying its role as a silicon and edge-computing leader, backed by surging hyperscaler demand. But as investors assess long-term growth and profitability in an unpredictable market, the key question remains: can Cisco navigate…...
Fastly Stock (+72%): Surprise AI Cloud Partnership Ignites Violent Cover
6+ mon, 1+ week ago (477+ words) Fastly, a global edge cloud platform, saw its shares aggressively re-priced higher on massive volume following a surprise pre-announcement of a strategic AI partnership. The speed and ferocity of the move, gapping up and never looking back, begs the question:…...
Coupang Stock (+6.4%): Data Breach Contained, Sparks Relief Rally
7+ mon, 4+ week ago (143+ words) Trefis This site requires JavaScript to function properly. Here are some sample widgets you could interact with from this dashboard: NYSE/AMEX data delayed 20 minutes. NASDAQ and other data delayed 15 minutes unless indicated. This interactive model has a limit on…...