WCBR

Palo Alto Networks: Fierce Competition, Shares Remain Near Fair Value

Palo Alto Networks had a solid Q2 EPS beat, but cut its full-year billing forecast and issued disappointing revenue guidance. Cybersecurity stocks surged at the start of 2024 but have pulled back as we head into quarterly reporting season for the group. Palo Alto Networks, Inc. Remains a high-growth firm with strong earnings and valuation. The company's ability to grow margins through price increases is in question. I reiterate a hold rating on PANW and see the stock near fair value.

Why The Market Rally May Still Have Room To Run, Even If Tech Stocks Falter

Home Market Outlook Today's Market Why The Market Rally May Still Have Room To Run, Even If Tech Stocks Falter. Michael Craig, Managing Director and Head of Asset Allocation at TD Asset Management, discusses the outlook for tech stocks and the broader implications for markets.

The Outlook For The U.S. Economy Is Bullish

Weekly Report: what happened at WCBR last week (0415-0419)?

Chinese Hackers May Control Your Water And Are Laying in Wait, FBI Warns — 3 Startups To Watch

Weekly Report: what happened at WCBR last week (0408-0412)?

Tailwinds In Tech

William Blair: We are in a new demand cycle for tech hardware. Smartphones and PCs are still the largest end-markets, but their outlook is improving. AI presents a second avenue of growth for many of these Taiwanese companies, says Hiraman. The past year’s gains in Taiwan tech were primarily driven by increases in stock valuations.

Growth Vs. Profitability In Software - Critical Context For Valuations

Revenue growth and profitability are important factors to consider when evaluating software companies. The BVP Nasdaq Emerging Cloud Index and the WisdomTree Team8 Cybersecurity Index have exhibited improving profit margins in 2024. Investors tend to appreciate companies with higher revenue growth and higher profitability, leading to higher valuations.