JPMorgan analyst Sterling Auty believes Barracuda Networks' (CUDA) Q1 results tonight set a positive tone for the June quarter earnings of Security names. Based on Barracuda's quarter, the analyst expects to see "good things" from Mimecast (MIME), Palo Alto Networks (PANW), Fortinet (FTNT), Check Point (CHKP) and Imperva (IMPV). Auty also recommends using any post-earnings weakness in shares of Barracuda as a buying opportunity. He believes Barracuda is one of the best positioned Security companies to capitalize on the shift to the cloud. The analyst keeps an Overweight rating on the name.