Eric Heath

KeyBanc Capital Markets analyst Eric Heath said the observability market reached $29 billion and could continue recording strong growth. Application performance monitoring (APM) is the largest subsegment, generating 42% of revenues, followed by infrastructure monitoring, generating 34%. Heath...

Zscaler Inc (NASDAQ:ZS) shares rallied in early trading on Friday, after the company on Thursday reported upbeat results for its fiscal third quarter. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. Piper Sandler On Zscaler Analyst Rob Owens downgraded...

Shares of Palo Alto Networks Inc. (NASDAQ:PANW) continued to slide after the company reported its fiscal third-quarter results on Tuesday. Here are some key analyst takeaways. Goldman Sachs On Palo Alto Networks Analyst Gabriela Borges maintained a Buy rating while raising the price target from $...

Shares of Rubrik Inc (NYSE:RBRK) were climbing in early trading on Friday, after reporting upbeat fourth-quarter results. Here are some key analyst takeaways. KeyBanc Capital Markets On Rubrik Analyst Eric Heath maintained an Overweight rating, while reducing the price target from $87 to $82....

Shares of CrowdStrike Holdings Inc (NASDAQ:CRWD) tanked in early trading on Wednesday, despite the company reporting upbeat fourth-quarter results. Here are some key analyst takeaways. Raymond James analyst Adam Tindle maintained an Outperform rating, while raising the price target from $360 to $...

Okta Inc (NASDAQ:OKTA) shares were climbing on Wednesday after the company reported upbeat third-quarter results. The company reported its results amid an exciting earnings season. Here are some key analyst takeaways. BMO Capital Markets On Okta Analyst Keith Bachman reiterated a Market Perform...

Analysts published commentary on Palo Alto Networks Inc (NASDAQ:PANW) after the company reported upbeat fiscal first-quarter results. Goldman Sachs analyst Gabriela Borges maintained a Buy rating, while reducing the price target from $425 to $421. Needham analyst Matt Dezort reiterated a Buy...

Shares of Zscaler Inc (NASDAQ:ZS) tanked in early trading on Wednesday, even after the company reported upbeat fiscal fourth-quarter results. The company reported its results amid an exciting earnings season. Here are some key analyst takeaways. Goldman Sachs analyst Gabriela Borges maintained a...

Shares of SentinelOne Inc (NYSE:S) were in the red in early trading on Wednesday, after the company reported mixed fiscal second-quarter results. The company reported its results amid an exciting earnings season. Here are some key analyst takeaways. DA Davidson analyst Rudy Kessinger reiterated a...

Palo Alto Networks reported strong earnings and revenue, and analysts are optimistic about its platformization strategy and growth potential. Shares of Palo Alto Networks Inc (NASDAQ:PANW) were climbing in early trading on Tuesday. The company reported its results amid an exciting earnings season....

Shares of Snowflake Inc (NYSE:SNOW) tanked in early trading on Thursday, after the company reported results for its first quarter. The results came amid an exciting earnings season. Here are some key analyst takeaways. RBC Capital Markets analyst Matthew Hedberg reiterated an Outperform rating,...

Rubrik Inc (NYSE:RBRK), which raised around $736 million in an April 25 IPO that was 20X oversubscribed, has witnessed high volatility in its share price. Goldman Sachs On Rubrik: Analyst Kash Rangan initiated coverage with a Buy rating and $48 price target. Rubrik is poised to disrupt "the decades...

Cybersecurity company Zscaler Inc (NASDAQ:ZS) is considered a “Top Pick on the Zacks Analyst Blog.” It’s also a leader in the SASE (Secure Access Service Edge) market, which is still in its "early innings," according to KeyBanc Capital Markets analyst Eric Heath. The Zscaler...

Shares of Snowflake Inc (NYSE: SNOW) climbed in early trading on Thursday amid chatter on Reddit around the stock valuation. The Bozeman, Montana-based company is likely to sustain more than 20% growth, driven by continued legacy data warehouse migrations, increasing public cloud migrations,...

MongoDB Inc (NASDAQ: MDB) shares were down on Friday after the company reported its fourth-quarter results and issued weak guidance. The results came amid an exciting earnings season. Here are some key analyst takeaways from the release. DA Davidson On MongoDB Analyst Rudy Kessinger...