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Fly News Breaks for January 28, 2020
TENB, CYBR
Jan 28, 2020 | 08:30 EDT
William Blair analyst Jonathan Ho names CyberArk (CYBR) and Tenable Holdings (TENB) his top Cybersecurity picks heading into the Q4 earnings season. The analyst's discussions with resellers, private companies, industry leaders, and customers suggest a "solid" cybersecurity spending environment persisting into Q4 with no real change in either customer willingness to spend or demand patterns. As a result, he believes this earnings season may be potentially less volatile than last quarter, which saw a number of companies reset guidance.