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RPD

Rapid7

$41.75 /

+3.68 (+9.67%)

, TENB

Tenable Holdings

$20.12 /

+1.41 (+7.54%)

17:33
03/24/20
03/24
17:33
03/24/20
17:33

Goldman Sachs starts Rapid7, Tenable Holdings at Buy, SailPoint at Sell

Goldman Sachs analyst Brian Essex initiated coverage of Rapid7 (RPD) and Tenable Holdings (TENB) with a Buy rating while also starting SailPoint (SAIL) at Sell as part of his broader research note on Security Software. The analyst is positive on Rapid7's attractive profile after its 2019 revenue grew 34% and with its operating margins expanding by an average of 750bps over the past four years. Essex also sees Tenable as one of the fastest growing companies in his coverage with FY19 revenue growth of over 30%, which is "in line or faster" than its peers in the VA/VM market. The analyst notes that SailPoint is a front-runner in the Identity Governance and Administration market, but it has experienced a deceleration in growth with upcoming headwinds due to a mix shift to greater levels of SaaS revenue. As part of the note, Essex also starts Mimecast (MIME) at Neutral, balancing its ability to improve operating margins with elevated risk from the company's installed base concentration in SMBs. The analyst starts Proofpoint (PFPT) with a Neutral despite its position to benefit from enterprise migration to the cloud given its current valuation. Essex is also Neutral on CyberArk (CYBE) given its expected FY20 margin contraction and on Qualys (QLYS) due to top-line pressure related to competition from other VM vendors.

RPD

Rapid7

$41.75 /

+3.68 (+9.67%)

TENB

Tenable Holdings

$20.12 /

+1.41 (+7.54%)

SAIL

SailPoint

$17.22 /

+1.87 (+12.18%)

CYBR

CyberArk

$87.11 /

+10.26 (+13.35%)

MIME

Mimecast

$34.02 /

+2.13 (+6.68%)

PFPT

Proofpoint

$105.12 /

+5.325 (+5.34%)

QLYS

Qualys

$81.36 /

+2.96 (+3.78%)

  • 14

    Apr

  • 31

    May

RPD Rapid7
$41.75 /

+3.68 (+9.67%)

03/24/20 Goldman Sachs
Rapid7 initiated with a Buy at Goldman Sachs
01/22/20 Raymond James
Rapid7 price target raised to $75 from $69 at Raymond James
12/10/19 Piper Sandler
Rapid7 initiated with an Overweight, $67 target at Piper Jaffray
12/09/19 Piper Sandler
Rapid7 initiated with an Overweight at Piper Jaffray
TENB Tenable Holdings
$20.12 /

+1.41 (+7.54%)

03/24/20 Goldman Sachs
Tenable Holdings initiated with a Buy at Goldman Sachs
03/12/20 Wedbush
Apple, Microsoft among tech names to own through COVID-19 slowdown, says Wedbush
01/28/20 William Blair
CyberArk, Tenable named top Cybersecurity picks for Q4 at William Blair
12/10/19 Cowen
Tenable Holdings acquisition strengthens OT Security position, says Cowen
SAIL SailPoint
$17.22 /

+1.87 (+12.18%)

03/24/20 Goldman Sachs
SailPoint initiated with a Sell at Goldman Sachs
01/14/20
SailPoint initiated with a Neutral at DA Davidson
01/13/20 DA Davidson
SailPoint initiated with a Neutral at DA Davidson
CYBR CyberArk
$87.11 /

+10.26 (+13.35%)

03/24/20 Goldman Sachs
CyberArk initiated with a Neutral at Goldman Sachs
03/23/20 Piper Sandler
CyberArk upgraded to Overweight on recent selloff at Piper Sandler
03/22/20 Piper Sandler
CyberArk upgraded to Overweight from Neutral at Piper Sandler
03/18/20 Baird
CyberArk initiated with a Neutral at Baird
MIME Mimecast
$34.02 /

+2.13 (+6.68%)

03/24/20 Goldman Sachs
Mimecast initiated with a Neutral at Goldman Sachs
02/25/20 Jefferies
Mimecast provided 'impressive' long-term roadmap, says Jefferies
02/11/20 Oppenheimer
Mimecast price target raised to $58 from $53 at Oppenheimer
02/11/20 BMO Capital
Mimecast price target raised to $58 from $53 at BMO Capital
PFPT Proofpoint
$105.12 /

+5.325 (+5.34%)

03/24/20 Goldman Sachs
Proofpoint initiated with a Neutral at Goldman Sachs
03/04/20 First Analysis
Proofpoint upgraded to Strong Buy from Outperform at First Analysis
01/22/20 RBC Capital
Proofpoint price target raised to $160 from $150 at RBC Capital
01/14/20
Proofpoint initiated with a Buy at DA Davidson
QLYS Qualys
$81.36 /

+2.96 (+3.78%)

03/24/20 Goldman Sachs
Qualys initiated with a Neutral at Goldman Sachs
02/13/20 Wedbush
Qualys price target raised to $110 from $102 at Wedbush
11/21/19 Rosenblatt
Qualys user group conference feedback generally positive, says Rosenblatt
10/02/19 SunTrust
SunTrust initiates infrastructure and security sector

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