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Recommendations
Splunk price target raised to $228 from $188 at UBS » 06:56
07/28/20
07/28
06:56
07/28/20
06:56
SPLK

Splunk

$203.21 /

+3.8 (+1.91%)

UBS analyst Fatima…

UBS analyst Fatima Boolani raised the firm's price target on Splunk to $228 from $188 and keeps a Buy rating on the shares. The analyst cites the company's improving line of sight to an upward inflection in free cash flows as well as her conviction in Annualized Recurring Revenue growth. Boolani adds that Splunk's "structurally higher margins" post-transition appear mispriced relative to the company's peers and history.

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SPLK Splunk
$203.21 /

+3.8 (+1.91%)

SPLK Splunk
$203.21 /

+3.8 (+1.91%)

07/27/20 Morgan Stanley
Morgan Stanley downgrades Software industry view to In-Line from Attractive
07/14/20 Barclays
Splunk price target raised to $245 from $195 at Barclays
07/10/20 Morgan Stanley
Splunk price target raised to $246 from $172 at Morgan Stanley
07/10/20 BTIG
Splunk assumed with a Buy at BTIG
SPLK Splunk
$203.21 /

+3.8 (+1.91%)

SPLK Splunk
$203.21 /

+3.8 (+1.91%)

SPLK Splunk
$203.21 /

+3.8 (+1.91%)

Recommendations
Morgan Stanley downgrades Software industry view to In-Line from Attractive » 07:56
07/27/20
07/27
07:56
07/27/20
07:56
MSFT

Microsoft

$201.37 /

-1.18 (-0.58%)

, ADBE

Adobe

$430.05 /

-1.19 (-0.28%)

, CRM

Salesforce

$188.54 /

-0.06 (-0.03%)

, SPLK

Splunk

$199.41 /

-2.57 (-1.27%)

Morgan Stanley analysts…

Morgan Stanley analysts have downgraded their Software industry view to In-Line from Attractive and the firm's Strategy team has reduced exposures to the sector on their Fresh Money Buy List, noting multiples at or near ten-year highs across most of the group, a recent CIO survey that suggested a difficult spending environment and subscription models that mean potentially improving demand trends will likely result in muted impacts on out year revenues and billings expectations. The firm's Software analysts maintain an Overweight rating on Microsoft (MSFT) relative to the group and highlight Adobe (ADBE), Salesforce (CRM) and Splunk (SPLK) as other top picks in a more difficult environment they see being ahead for the space.

ShowHide Related Items >><<
SPLK Splunk
$199.41 /

-2.57 (-1.27%)

MSFT Microsoft
$201.37 /

-1.18 (-0.58%)

CRM Salesforce
$188.54 /

-0.06 (-0.03%)

ADBE Adobe
$430.05 /

-1.19 (-0.28%)

MSFT Microsoft
$201.37 /

-1.18 (-0.58%)

07/23/20
Fly Intel: Top five analyst downgrades
07/23/20 Wedbush
Microsoft remains top cloud name at Wedbush
07/23/20 Bernstein
Microsoft quarter not perfect 'but really good' given COVID, says Bernstein
07/23/20 JPMorgan
Microsoft price target raised to $220 from $190 at JPMorgan
ADBE Adobe
$430.05 /

-1.19 (-0.28%)

07/09/20 Needham
Yext price target raised to $21 from $19 at Needham
06/24/20 Goldman Sachs
Adobe price target raised to $460 from $350 at Goldman Sachs
06/15/20 Argus
Adobe price target raised to $474 from $368 at Argus
06/12/20 Stifel
Adobe price target raised to $426 from $325 at Stifel
CRM Salesforce
$188.54 /

-0.06 (-0.03%)

07/14/20 Piper Sandler
Salesforce price target raised to $210 from $193 at Piper Sandler
06/24/20 Goldman Sachs
Salesforce price target raised to $220 from $204 at Goldman Sachs
06/22/20 Jefferies
Salesforce price target raised to $220 from $205 at Jefferies
06/22/20 Jefferies
Salesforce price target raised to $220 from $205 at Jefferies
SPLK Splunk
$199.41 /

-2.57 (-1.27%)

07/14/20 Barclays
Splunk price target raised to $245 from $195 at Barclays
07/10/20 Morgan Stanley
Splunk price target raised to $246 from $172 at Morgan Stanley
07/10/20 BTIG
Splunk assumed with a Buy at BTIG
07/07/20 Rosenblatt
Splunk price target raised to $250 from $200 at Rosenblatt
SPLK Splunk
$199.41 /

-2.57 (-1.27%)

MSFT Microsoft
$201.37 /

-1.18 (-0.58%)

CRM Salesforce
$188.54 /

-0.06 (-0.03%)

ADBE Adobe
$430.05 /

-1.19 (-0.28%)

MSFT Microsoft
$201.37 /

-1.18 (-0.58%)

CRM Salesforce
$188.54 /

-0.06 (-0.03%)

SPLK Splunk
$199.41 /

-2.57 (-1.27%)

MSFT Microsoft
$201.37 /

-1.18 (-0.58%)

CRM Salesforce
$188.54 /

-0.06 (-0.03%)

ADBE Adobe
$430.05 /

-1.19 (-0.28%)

SPLK Splunk
$199.41 /

-2.57 (-1.27%)

MSFT Microsoft
$201.37 /

-1.18 (-0.58%)

CRM Salesforce
$188.54 /

-0.06 (-0.03%)

ADBE Adobe
$430.05 /

-1.19 (-0.28%)

MSFT Microsoft
$201.37 /

-1.18 (-0.58%)

Conference/Events
FBN Securities technology analyst to hold an analyst/industry conference call » 11:25
07/14/20
07/14
11:25
07/14/20
11:25
PANW

Palo Alto Networks

$241.11 /

+0.04 (+0.02%)

, FTNT

Fortinet

$131.38 /

+0.19 (+0.14%)

, ZS

Zscaler

$118.40 /

-1.39 (-1.16%)

, PING

Ping Identity

$30.96 /

+0.26 (+0.85%)

, PFPT

Proofpoint

$116.32 /

-1.11 (-0.95%)

, CHKP

Check Point

$116.92 /

+0.3 (+0.26%)

, SAIL

SailPoint

$28.51 /

+0.415 (+1.48%)

, SPLK

Splunk

$195.08 /

-3.02 (-1.52%)

, MIME

Mimecast

$40.69 /

-0.34 (-0.83%)

, BOX

Box

$18.39 /

-0.775 (-4.04%)

, FEYE

FireEye

$11.82 /

-0.1 (-0.84%)

, CYBR

CyberArk

$105.06 /

+0.27 (+0.26%)

Analysts, along with…

Analysts, along with Michael Millar of Commercium Technology, a reseller of security solutions (PANW, FTNT, FEYE, TMICY) discuss how the company implements reliable and flexible security solutions on an Analyst/Industry conference call to be held on July 14 at 12 pm.

ShowHide Related Items >><<
ZS Zscaler
$118.40 /

-1.39 (-1.16%)

SPLK Splunk
$195.08 /

-3.02 (-1.52%)

SAIL SailPoint
$28.51 /

+0.415 (+1.48%)

PING Ping Identity
$30.96 /

+0.26 (+0.85%)

PFPT Proofpoint
$116.32 /

-1.11 (-0.95%)

PANW Palo Alto Networks
$241.11 /

+0.04 (+0.02%)

MIME Mimecast
$40.69 /

-0.34 (-0.83%)

FTNT Fortinet
$131.38 /

+0.19 (+0.14%)

FEYE FireEye
$11.82 /

-0.1 (-0.84%)

CYBR CyberArk
$105.06 /

+0.27 (+0.26%)

CHKP Check Point
$116.92 /

+0.3 (+0.26%)

BOX Box
$18.39 /

-0.775 (-4.04%)

PANW Palo Alto Networks
$241.11 /

+0.04 (+0.02%)

07/09/20 Citi
Citi recommends overweight Palo Alto Networks, underweight Fortinet pair trade
06/04/20 Cleveland Research
Palo Alto momentum extending into Q4, says Cleveland Research
05/22/20 BMO Capital
Palo Alto Networks price target raised to $260 from $230 at BMO Capital
05/22/20 RBC Capital
Palo Alto Networks price target raised to $248 from $225 at RBC Capital
FTNT Fortinet
$131.38 /

+0.19 (+0.14%)

07/07/20 JPMorgan
Fortinet downgraded to Neutral with $135 target at JPMorgan
07/07/20 JPMorgan
Fortinet downgraded to Neutral from Overweight at JPMorgan
06/16/20 Piper Sandler
Fortinet price target raised to $146 from $125 at Piper Sandler
ZS Zscaler
$118.40 /

-1.39 (-1.16%)

07/09/20 Citi
Citi upgrades Zscaler to Buy on durability of flexible workforce trend
07/09/20 Citi
Zscaler upgraded to Buy from Neutral at Citi
07/07/20 Rosenblatt
Zscaler price target raised to $135 from $115 at Rosenblatt
07/06/20 RBC Capital
Zscaler initiated with an Outperform at RBC Capital
PING Ping Identity
$30.96 /

+0.26 (+0.85%)

07/14/20 Barclays
Ping Identity price target raised to $35 from $26 at Barclays
07/13/20 RBC Capital
Ping Identity price target raised to $36 from $32 at RBC Capital
07/07/20 Wells Fargo
Ping Identity price target raised to $35 from $30 at Wells Fargo
07/07/20 Oppenheimer
Ping Identity price target raised to $35 from $26 at Oppenheimer
PFPT Proofpoint
$116.32 /

-1.11 (-0.95%)

05/08/20 BTIG
Proofpoint price target raised to $151 from $125 at BTIG
04/08/20 DA Davidson
DA Davidson says Proofpoint, SailPoint have strongest pipelines in sector
03/27/20 BTIG
Proofpoint assumed with a Buy at BTIG
03/24/20 Goldman Sachs
Goldman Sachs starts Rapid7, Tenable Holdings at Buy, SailPoint at Sell
CHKP Check Point
$116.92 /

+0.3 (+0.26%)

05/04/20 Evercore ISI
Check Point initiated with an In Line at Evercore ISI
04/28/20 Wells Fargo
Check Point price target raised to $110 from $105 at Wells Fargo
04/28/20 Jefferies
Check Point price target raised to $110 from $100 at Jefferies
04/06/20 OTR Global
Check Point upgraded to Mixed from Negative at OTR Global
SAIL SailPoint
$28.51 /

+0.415 (+1.48%)

07/01/20
Fly Intel: Top five analyst upgrades
07/01/20 Goldman Sachs
SailPoint upgraded to Buy from Sell at Goldman Sachs
06/25/20 Berenberg
SailPoint initiated with a Buy at Berenberg
06/24/20 Truist
SailPoint price target raised to $30 from $25 at SunTrust
SPLK Splunk
$195.08 /

-3.02 (-1.52%)

07/14/20 Barclays
Splunk price target raised to $245 from $195 at Barclays
07/10/20 Morgan Stanley
Splunk price target raised to $246 from $172 at Morgan Stanley
07/10/20 BTIG
Splunk assumed with a Buy at BTIG
07/07/20 Rosenblatt
Splunk price target raised to $250 from $200 at Rosenblatt
MIME Mimecast
$40.69 /

-0.34 (-0.83%)

05/12/20 Truist
Mimecast price target lowered to $56 from $63 at SunTrust
05/12/20 Wedbush
Mimecast price target raised to $46 from $40 at Wedbush
05/12/20 Cowen
Mimecast price target raised to $50 from $45 at Cowen
05/12/20 Barclays
Mimecast price target raised to $46 from $43 at Barclays
BOX Box
$18.39 /

-0.775 (-4.04%)

05/28/20 Raymond James
Box price target raised to $24 from $18 at Raymond James
05/28/20 Craig-Hallum
Box upgraded to Buy at Craig-Hallum on improved execution, net expansion
05/28/20 Wells Fargo
Box price target raised to $25 from $20 at Wells Fargo
05/28/20 Oppenheimer
Box price target raised to $22 from $16 at Oppenheimer
FEYE FireEye
$11.82 /

-0.1 (-0.84%)

04/13/20 BMO Capital
FireEye price target lowered to $12.50 from $17 at BMO Capital
03/05/20
Fly Intel: Top five analyst upgrades
03/05/20 Goldman Sachs
Goldman upgrades FireEye to Buy, sees 33% upside in the shares
03/05/20 Goldman Sachs
FireEye upgraded to Buy from Neutral at Goldman Sachs
CYBR CyberArk
$105.06 /

+0.27 (+0.26%)

07/06/20 Monness Crespi
CyberArk upgraded to Buy from Neutral at Monness Crespi
07/06/20 Monness Crespi
CyberArk upgraded to Buy from Neutral at Monness Crespi
05/14/20 DA Davidson
CyberArk price target raised to $85 from $80 at DA Davidson
05/14/20 Guggenheim
CyberArk price target lowered to $115 from $134 at Guggenheim
ZS Zscaler
$118.40 /

-1.39 (-1.16%)

SPLK Splunk
$195.08 /

-3.02 (-1.52%)

SAIL SailPoint
$28.51 /

+0.415 (+1.48%)

PING Ping Identity
$30.96 /

+0.26 (+0.85%)

PFPT Proofpoint
$116.32 /

-1.11 (-0.95%)

PANW Palo Alto Networks
$241.11 /

+0.04 (+0.02%)

MIME Mimecast
$40.69 /

-0.34 (-0.83%)

FTNT Fortinet
$131.38 /

+0.19 (+0.14%)

FEYE FireEye
$11.82 /

-0.1 (-0.84%)

CYBR CyberArk
$105.06 /

+0.27 (+0.26%)

CHKP Check Point
$116.92 /

+0.3 (+0.26%)

BOX Box
$18.39 /

-0.775 (-4.04%)

  • 09
    Jul
  • 14
    May
  • 19
    Sep
ZS Zscaler
$118.40 /

-1.39 (-1.16%)

PANW Palo Alto Networks
$241.11 /

+0.04 (+0.02%)

FEYE FireEye
$11.82 /

-0.1 (-0.84%)

BOX Box
$18.39 /

-0.775 (-4.04%)

ZS Zscaler
$118.40 /

-1.39 (-1.16%)

SPLK Splunk
$195.08 /

-3.02 (-1.52%)

SAIL SailPoint
$28.51 /

+0.415 (+1.48%)

PING Ping Identity
$30.96 /

+0.26 (+0.85%)

PANW Palo Alto Networks
$241.11 /

+0.04 (+0.02%)

FTNT Fortinet
$131.38 /

+0.19 (+0.14%)

FEYE FireEye
$11.82 /

-0.1 (-0.84%)

CYBR CyberArk
$105.06 /

+0.27 (+0.26%)

CHKP Check Point
$116.92 /

+0.3 (+0.26%)

BOX Box
$18.39 /

-0.775 (-4.04%)

ZS Zscaler
$118.40 /

-1.39 (-1.16%)

SPLK Splunk
$195.08 /

-3.02 (-1.52%)

PANW Palo Alto Networks
$241.11 /

+0.04 (+0.02%)

FTNT Fortinet
$131.38 /

+0.19 (+0.14%)

FEYE FireEye
$11.82 /

-0.1 (-0.84%)

BOX Box
$18.39 /

-0.775 (-4.04%)

Options
Splunk put volume heavy and directionally bearish » 10:55
07/14/20
07/14
10:55
07/14/20
10:55
SPLK

Splunk

$194.11 /

-3.99 (-2.01%)

Bearish flow noted in…

Bearish flow noted in Splunk with 1,426 puts trading, or 1.8x expected. Most active are 7/24 weekly 190 puts and Feb-21 190 puts, with total volume in those strikes near 600 contracts. The Put/Call Ratio is 1.55, while ATM IV is up over 1 point on the day. Earnings are expected on August 20th.

ShowHide Related Items >><<
SPLK Splunk
$194.11 /

-3.99 (-2.01%)

SPLK Splunk
$194.11 /

-3.99 (-2.01%)

07/14/20 Barclays
Splunk price target raised to $245 from $195 at Barclays
07/10/20 Morgan Stanley
Splunk price target raised to $246 from $172 at Morgan Stanley
07/10/20 BTIG
Splunk assumed with a Buy at BTIG
07/07/20 Rosenblatt
Splunk price target raised to $250 from $200 at Rosenblatt
SPLK Splunk
$194.11 /

-3.99 (-2.01%)

SPLK Splunk
$194.11 /

-3.99 (-2.01%)

SPLK Splunk
$194.11 /

-3.99 (-2.01%)

Hot Stocks
VERB Technology completes Salesforce integration, begins pilot launch » 08:29
07/14/20
07/14
08:29
07/14/20
08:29
VERB

Verb Technology

$1.30 /

-0.085 (-6.16%)

, CRM

Salesforce

$188.26 /

-10.635 (-5.35%)

VERB Technology Company…

VERB Technology Company (VERB) announced that it has successfully completed the integration of its highly anticipated new live stream ecommerce application verbLIVE, with the platform of enterprise CRM giant Salesforce (CRM). Many of the Company's large enterprise clients are also clients of Salesforce and have requested integration of verbLIVE with their existing Salesforce implementation. The Company has begun onboarding two of its enterprise clients this week for the pilot program with more to follow. The Company contemplates expanding availability of the program to all Salesforce users in the coming weeks. Integrations into other CRM and ERP platforms is underway and will be announced when complete.

ShowHide Related Items >><<
VERB Verb Technology
$1.30 /

-0.085 (-6.16%)

CRM Salesforce
$188.26 /

-10.635 (-5.35%)

VERB Verb Technology
$1.30 /

-0.085 (-6.16%)

07/13/20 Alliance Global Partners
Alliance Global Partners keeps a Buy rating on VERB after preliminary results
08/20/19 Alliance Global Partners
VERB Technology initiated with a Buy at Alliance Global Partners
CRM Salesforce
$188.26 /

-10.635 (-5.35%)

07/14/20 Piper Sandler
Salesforce price target raised to $210 from $193 at Piper Sandler
06/24/20 Goldman Sachs
Salesforce price target raised to $220 from $204 at Goldman Sachs
06/22/20 Jefferies
Salesforce price target raised to $220 from $205 at Jefferies
06/22/20 Jefferies
Salesforce price target raised to $220 from $205 at Jefferies
VERB Verb Technology
$1.30 /

-0.085 (-6.16%)

CRM Salesforce
$188.26 /

-10.635 (-5.35%)

  • 07
    Jul
CRM Salesforce
$188.26 /

-10.635 (-5.35%)

CRM Salesforce
$188.26 /

-10.635 (-5.35%)

CRM Salesforce
$188.26 /

-10.635 (-5.35%)

Recommendations
Splunk price target raised to $245 from $195 at Barclays » 06:28
07/14/20
07/14
06:28
07/14/20
06:28
SPLK

Splunk

$198.10 /

-13.2 (-6.25%)

Barclays analyst Raimo…

Barclays analyst Raimo Lenschow raised the firm's price target on Splunk to $245 from $195 and keeps an Overweight rating on the shares. Digital transformation is "no longer a marketing phrase, but due to the pandemic, it has turned into a real demand driver," Lenschow tells investors in a research note following a virtual bus tour with software companies. Despite elevated valuation levels, the space is likely to see ongoing investor interest, especially on pullbacks, adds the analyst.

ShowHide Related Items >><<
SPLK Splunk
$198.10 /

-13.2 (-6.25%)

SPLK Splunk
$198.10 /

-13.2 (-6.25%)

07/10/20 Morgan Stanley
Splunk price target raised to $246 from $172 at Morgan Stanley
07/10/20 BTIG
Splunk assumed with a Buy at BTIG
07/07/20 Rosenblatt
Splunk price target raised to $250 from $200 at Rosenblatt
07/06/20 Wedbush
Pegasystems, Splunk removed from Best Ideas List at Wedbush
SPLK Splunk
$198.10 /

-13.2 (-6.25%)

SPLK Splunk
$198.10 /

-13.2 (-6.25%)

SPLK Splunk
$198.10 /

-13.2 (-6.25%)

Recommendations
Salesforce price target raised to $210 from $193 at Piper Sandler » 06:02
07/14/20
07/14
06:02
07/14/20
06:02
CRM

Salesforce

$188.26 /

-10.635 (-5.35%)

Piper Sandler analyst…

Piper Sandler analyst Brent Bracelin raised the firm's price target on Salesforce to $210 from $193 and keeps an Overweight rating on the shares after speaking with co-founder Parker Harris. The analyst has increasing confidence in digital adoption drivers for the company post COVID. Bracelin increased estimates by $37M this year and $143M next year based on "favorable digital tailwinds as enterprises continue to invest in a distributed workforce."

ShowHide Related Items >><<
CRM Salesforce
$188.26 /

-10.635 (-5.35%)

CRM Salesforce
$188.26 /

-10.635 (-5.35%)

06/24/20 Goldman Sachs
Salesforce price target raised to $220 from $204 at Goldman Sachs
06/22/20 Jefferies
Salesforce price target raised to $220 from $205 at Jefferies
06/22/20 Jefferies
Salesforce price target raised to $220 from $205 at Jefferies
05/29/20 Morgan Stanley
Morgan Stanley remain buyers of Salesforce despite 'frustration' with margins
CRM Salesforce
$188.26 /

-10.635 (-5.35%)

CRM Salesforce
$188.26 /

-10.635 (-5.35%)

CRM Salesforce
$188.26 /

-10.635 (-5.35%)

CRM Salesforce
$188.26 /

-10.635 (-5.35%)

Periodicals
Tech giants back suit against ICE directive on foreign students, Protocol says » 05:59
07/14/20
07/14
05:59
07/14/20
05:59
FB

Facebook

$239.14 /

-5.87 (-2.40%)

, GOOG

Alphabet

$1,511.65 /

-30.41 (-1.97%)

, GOOGL

Alphabet Class A

$1,510.81 /

-29.88 (-1.94%)

, MSFT

Microsoft

$207.07 /

-6.66 (-3.12%)

, TWTR

Twitter

$33.80 /

-1.6 (-4.52%)

, CRM

Salesforce

$188.26 /

-10.635 (-5.35%)

Facebook (FB), Google…

Facebook (FB), Google (GOOGL), Twitter (TWTR), Microsoft (MSFT), Salesforce (CRM) and others are backing Harvard and MIT's lawsuit against the ICE directive that will send international students home if classes are online, Protocol's Emily Birnbaum reports. The amicus brief is backed by 19 tech associations and individual companies, and largely argues that the ICE directive should be overturned because of the harm it could do to the U.S. economy, driving nearly half of all international students out of the country. The companies wrote that they would be "harmed substantially" if the directive takes effect. Reference Link

ShowHide Related Items >><<
TWTR Twitter
$33.80 /

-1.6 (-4.52%)

MSFT Microsoft
$207.07 /

-6.66 (-3.12%)

GOOG Alphabet
$1,511.65 /

-30.41 (-1.97%)

FB Facebook
$239.14 /

-5.87 (-2.40%)

CRM Salesforce
$188.26 /

-10.635 (-5.35%)

FB Facebook
$239.14 /

-5.87 (-2.40%)

07/13/20 Benchmark
Roku price target raised to $180 from $153 at Benchmark
07/13/20 Barclays
Facebook price target raised to $275 from $260 at Barclays
07/09/20 Wedbush
Pinterest price target raised to $31 from $26 at Wedbush
07/07/20 BofA
Potential U.S. ban of TikTok could be tailwind to Snap engagement, says BofA
GOOG Alphabet
$1,511.65 /

-30.41 (-1.97%)

07/13/20 Mizuho
Alphabet price target raised to $1,650 from $1,560 at Mizuho
07/13/20 Barclays
Alphabet price target raised to $1,600 from $1,400 at Barclays
GOOGL Alphabet Class A
$1,510.81 /

-29.88 (-1.94%)

MSFT Microsoft
$207.07 /

-6.66 (-3.12%)

07/09/20 Morgan Stanley
Microsoft price target raised to $230 from $198 at Morgan Stanley
07/09/20 Wedbush
Microsoft price target raised to $260 from $220 at Wedbush
07/07/20 Loop Capital
Logitech price target raised to $78 from $58 at Loop Capital
07/06/20 Morgan Stanley
Microsoft skilling focus tempers some Pluralsight optimism, says Morgan Stanley
TWTR Twitter
$33.80 /

-1.6 (-4.52%)

07/10/20 Morgan Stanley
Morgan Stanley says Twitter subscription would need to be $50/year for breakeven
07/09/20 JPMorgan
JPMorgan 'somewhat skeptical' of Twitter subscription service
07/09/20 Citi
Twitter shares overreacted to paid service potential, says Citi
07/08/20 Rosenblatt
Rosenblatt says 'highly unlikely' Twitter considering paid subscription tiers
CRM Salesforce
$188.26 /

-10.635 (-5.35%)

06/24/20 Goldman Sachs
Salesforce price target raised to $220 from $204 at Goldman Sachs
06/22/20 Jefferies
Salesforce price target raised to $220 from $205 at Jefferies
06/22/20 Jefferies
Salesforce price target raised to $220 from $205 at Jefferies
05/29/20 Morgan Stanley
Morgan Stanley remain buyers of Salesforce despite 'frustration' with margins
TWTR Twitter
$33.80 /

-1.6 (-4.52%)

MSFT Microsoft
$207.07 /

-6.66 (-3.12%)

GOOG Alphabet
$1,511.65 /

-30.41 (-1.97%)

FB Facebook
$239.14 /

-5.87 (-2.40%)

CRM Salesforce
$188.26 /

-10.635 (-5.35%)

TWTR Twitter
$33.80 /

-1.6 (-4.52%)

MSFT Microsoft
$207.07 /

-6.66 (-3.12%)

GOOG Alphabet
$1,511.65 /

-30.41 (-1.97%)

FB Facebook
$239.14 /

-5.87 (-2.40%)

CRM Salesforce
$188.26 /

-10.635 (-5.35%)

TWTR Twitter
$33.80 /

-1.6 (-4.52%)

MSFT Microsoft
$207.07 /

-6.66 (-3.12%)

GOOG Alphabet
$1,511.65 /

-30.41 (-1.97%)

FB Facebook
$239.14 /

-5.87 (-2.40%)

CRM Salesforce
$188.26 /

-10.635 (-5.35%)

TWTR Twitter
$33.80 /

-1.6 (-4.52%)

MSFT Microsoft
$207.07 /

-6.66 (-3.12%)

GOOGL Alphabet Class A
$1,510.81 /

-29.88 (-1.94%)

GOOG Alphabet
$1,511.65 /

-30.41 (-1.97%)

FB Facebook
$239.14 /

-5.87 (-2.40%)

CRM Salesforce
$188.26 /

-10.635 (-5.35%)

MSFT Microsoft
$207.07 /

-6.66 (-3.12%)

GOOGL Alphabet Class A
$1,510.81 /

-29.88 (-1.94%)

GOOG Alphabet
$1,511.65 /

-30.41 (-1.97%)

Conference/Events
FBN Securities technology analyst to hold an analyst/industry conference call » 04:55
07/14/20
07/14
04:55
07/14/20
04:55
PANW

Palo Alto Networks

$241.07 /

-7.885 (-3.17%)

, FTNT

Fortinet

$131.19 /

-14.62 (-10.03%)

, ZS

Zscaler

$119.79 /

-5.75 (-4.58%)

, PING

Ping Identity

$30.70 /

-3.27 (-9.63%)

, PFPT

Proofpoint

$117.43 /

-5.13 (-4.19%)

, CHKP

Check Point

$116.62 /

-2.94 (-2.46%)

, SAIL

SailPoint

$28.10 /

-0.585 (-2.04%)

, SPLK

Splunk

$198.10 /

-13.2 (-6.25%)

, MIME

Mimecast

$41.03 /

-2.55 (-5.85%)

, BOX

Box

$19.17 /

-1.405 (-6.83%)

, FEYE

FireEye

$11.92 /

-0.82 (-6.44%)

, CYBR

CyberArk

$104.79 /

-4.25 (-3.90%)

Analysts, along with…

Analysts, along with Michael Millar of Commercium Technology, a reseller of security solutions (PANW, FTNT, FEYE, TMICY) discuss how the company implements reliable and flexible security solutions on an Analyst/Industry conference call to be held on July 14 at 12 pm.

ShowHide Related Items >><<
ZS Zscaler
$119.79 /

-5.75 (-4.58%)

SPLK Splunk
$198.10 /

-13.2 (-6.25%)

SAIL SailPoint
$28.10 /

-0.585 (-2.04%)

PING Ping Identity
$30.70 /

-3.27 (-9.63%)

PFPT Proofpoint
$117.43 /

-5.13 (-4.19%)

PANW Palo Alto Networks
$241.07 /

-7.885 (-3.17%)

MIME Mimecast
$41.03 /

-2.55 (-5.85%)

FTNT Fortinet
$131.19 /

-14.62 (-10.03%)

FEYE FireEye
$11.92 /

-0.82 (-6.44%)

CYBR CyberArk
$104.79 /

-4.25 (-3.90%)

CHKP Check Point
$116.62 /

-2.94 (-2.46%)

BOX Box
$19.17 /

-1.405 (-6.83%)

PANW Palo Alto Networks
$241.07 /

-7.885 (-3.17%)

07/09/20 Citi
Citi recommends overweight Palo Alto Networks, underweight Fortinet pair trade
06/04/20 Cleveland Research
Palo Alto momentum extending into Q4, says Cleveland Research
05/22/20 BMO Capital
Palo Alto Networks price target raised to $260 from $230 at BMO Capital
05/22/20 RBC Capital
Palo Alto Networks price target raised to $248 from $225 at RBC Capital
FTNT Fortinet
$131.19 /

-14.62 (-10.03%)

07/07/20 JPMorgan
Fortinet downgraded to Neutral with $135 target at JPMorgan
07/07/20 JPMorgan
Fortinet downgraded to Neutral from Overweight at JPMorgan
06/16/20 Piper Sandler
Fortinet price target raised to $146 from $125 at Piper Sandler
ZS Zscaler
$119.79 /

-5.75 (-4.58%)

07/09/20 Citi
Citi upgrades Zscaler to Buy on durability of flexible workforce trend
07/09/20 Citi
Zscaler upgraded to Buy from Neutral at Citi
07/07/20 Rosenblatt
Zscaler price target raised to $135 from $115 at Rosenblatt
07/06/20 RBC Capital
Zscaler initiated with an Outperform at RBC Capital
PING Ping Identity
$30.70 /

-3.27 (-9.63%)

07/13/20 RBC Capital
Ping Identity price target raised to $36 from $32 at RBC Capital
07/07/20 Wells Fargo
Ping Identity price target raised to $35 from $30 at Wells Fargo
07/07/20 Oppenheimer
Ping Identity price target raised to $35 from $26 at Oppenheimer
06/24/20
Fly Intel: Top five analyst initiations
PFPT Proofpoint
$117.43 /

-5.13 (-4.19%)

05/08/20 BTIG
Proofpoint price target raised to $151 from $125 at BTIG
04/08/20 DA Davidson
DA Davidson says Proofpoint, SailPoint have strongest pipelines in sector
03/27/20 BTIG
Proofpoint assumed with a Buy at BTIG
03/24/20 Goldman Sachs
Goldman Sachs starts Rapid7, Tenable Holdings at Buy, SailPoint at Sell
CHKP Check Point
$116.62 /

-2.94 (-2.46%)

05/04/20 Evercore ISI
Check Point initiated with an In Line at Evercore ISI
04/28/20 Wells Fargo
Check Point price target raised to $110 from $105 at Wells Fargo
04/28/20 Jefferies
Check Point price target raised to $110 from $100 at Jefferies
04/06/20 OTR Global
Check Point upgraded to Mixed from Negative at OTR Global
SAIL SailPoint
$28.10 /

-0.585 (-2.04%)

07/01/20
Fly Intel: Top five analyst upgrades
07/01/20 Goldman Sachs
SailPoint upgraded to Buy from Sell at Goldman Sachs
06/25/20 Berenberg
SailPoint initiated with a Buy at Berenberg
06/24/20 Truist
SailPoint price target raised to $30 from $25 at SunTrust
SPLK Splunk
$198.10 /

-13.2 (-6.25%)

07/10/20 Morgan Stanley
Splunk price target raised to $246 from $172 at Morgan Stanley
07/10/20 BTIG
Splunk assumed with a Buy at BTIG
07/07/20 Rosenblatt
Splunk price target raised to $250 from $200 at Rosenblatt
07/06/20 Wedbush
Pegasystems, Splunk removed from Best Ideas List at Wedbush
MIME Mimecast
$41.03 /

-2.55 (-5.85%)

05/12/20 Truist
Mimecast price target lowered to $56 from $63 at SunTrust
05/12/20 Wedbush
Mimecast price target raised to $46 from $40 at Wedbush
05/12/20 Cowen
Mimecast price target raised to $50 from $45 at Cowen
05/12/20 Barclays
Mimecast price target raised to $46 from $43 at Barclays
BOX Box
$19.17 /

-1.405 (-6.83%)

05/28/20 Raymond James
Box price target raised to $24 from $18 at Raymond James
05/28/20 Craig-Hallum
Box upgraded to Buy at Craig-Hallum on improved execution, net expansion
05/28/20 Wells Fargo
Box price target raised to $25 from $20 at Wells Fargo
05/28/20 Oppenheimer
Box price target raised to $22 from $16 at Oppenheimer
FEYE FireEye
$11.92 /

-0.82 (-6.44%)

04/13/20 BMO Capital
FireEye price target lowered to $12.50 from $17 at BMO Capital
03/05/20
Fly Intel: Top five analyst upgrades
03/05/20 Goldman Sachs
Goldman upgrades FireEye to Buy, sees 33% upside in the shares
03/05/20 Goldman Sachs
FireEye upgraded to Buy from Neutral at Goldman Sachs
CYBR CyberArk
$104.79 /

-4.25 (-3.90%)

07/06/20 Monness Crespi
CyberArk upgraded to Buy from Neutral at Monness Crespi
07/06/20 Monness Crespi
CyberArk upgraded to Buy from Neutral at Monness Crespi
05/14/20 DA Davidson
CyberArk price target raised to $85 from $80 at DA Davidson
05/14/20 Guggenheim
CyberArk price target lowered to $115 from $134 at Guggenheim
ZS Zscaler
$119.79 /

-5.75 (-4.58%)

SPLK Splunk
$198.10 /

-13.2 (-6.25%)

SAIL SailPoint
$28.10 /

-0.585 (-2.04%)

PING Ping Identity
$30.70 /

-3.27 (-9.63%)

PFPT Proofpoint
$117.43 /

-5.13 (-4.19%)

PANW Palo Alto Networks
$241.07 /

-7.885 (-3.17%)

MIME Mimecast
$41.03 /

-2.55 (-5.85%)

FTNT Fortinet
$131.19 /

-14.62 (-10.03%)

FEYE FireEye
$11.92 /

-0.82 (-6.44%)

CYBR CyberArk
$104.79 /

-4.25 (-3.90%)

CHKP Check Point
$116.62 /

-2.94 (-2.46%)

BOX Box
$19.17 /

-1.405 (-6.83%)

  • 09
    Jul
  • 14
    May
  • 19
    Sep
ZS Zscaler
$119.79 /

-5.75 (-4.58%)

PANW Palo Alto Networks
$241.07 /

-7.885 (-3.17%)

FEYE FireEye
$11.92 /

-0.82 (-6.44%)

BOX Box
$19.17 /

-1.405 (-6.83%)

ZS Zscaler
$119.79 /

-5.75 (-4.58%)

SPLK Splunk
$198.10 /

-13.2 (-6.25%)

SAIL SailPoint
$28.10 /

-0.585 (-2.04%)

PING Ping Identity
$30.70 /

-3.27 (-9.63%)

PANW Palo Alto Networks
$241.07 /

-7.885 (-3.17%)

FTNT Fortinet
$131.19 /

-14.62 (-10.03%)

FEYE FireEye
$11.92 /

-0.82 (-6.44%)

CYBR CyberArk
$104.79 /

-4.25 (-3.90%)

CHKP Check Point
$116.62 /

-2.94 (-2.46%)

BOX Box
$19.17 /

-1.405 (-6.83%)

ZS Zscaler
$119.79 /

-5.75 (-4.58%)

SPLK Splunk
$198.10 /

-13.2 (-6.25%)

PANW Palo Alto Networks
$241.07 /

-7.885 (-3.17%)

FTNT Fortinet
$131.19 /

-14.62 (-10.03%)

FEYE FireEye
$11.92 /

-0.82 (-6.44%)

BOX Box
$19.17 /

-1.405 (-6.83%)

Recommendations
Splunk price target raised to $246 from $172 at Morgan Stanley » 08:53
07/10/20
07/10
08:53
07/10/20
08:53
SPLK

Splunk

$204.85 /

-0.37 (-0.18%)

Morgan Stanley analyst…

Morgan Stanley analyst Keith Weiss raised the firm's price target on Splunk to $246 from $172 and keeps an Overweight rating on the shares, citing three reasons for his growing conviction that management's outlook for 40% ARR compound annual growth through FY23 is achievable. Splunk is growing into core markets that he thinks are larger than investors appreciate; the company has made considerable progress in recent years in expanding its product portfolio; and Weiss sees it as increasingly likely that CIOs will look to consolidate capabilities and standardize on a smaller number of platforms amid pressure on IT budgets, with Splunk emerging as one of the key consolidators.

ShowHide Related Items >><<
SPLK Splunk
$204.85 /

-0.37 (-0.18%)

SPLK Splunk
$204.85 /

-0.37 (-0.18%)

07/10/20 BTIG
Splunk assumed with a Buy at BTIG
07/07/20 Rosenblatt
Splunk price target raised to $250 from $200 at Rosenblatt
07/06/20 Wedbush
Pegasystems, Splunk removed from Best Ideas List at Wedbush
07/01/20 BofA
BofA makes 14 additions, four deletions from US 1 list
SPLK Splunk
$204.85 /

-0.37 (-0.18%)

SPLK Splunk
$204.85 /

-0.37 (-0.18%)

SPLK Splunk
$204.85 /

-0.37 (-0.18%)

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