Fatima Boolani

The bullish case for cybersecurity provider Crowdstrike Holdings Inc (NASDAQ: CRWD) is based on the simple premise that the company's premium metrics deserve a premium valuation, according to UBS. The CrowdStrike Analyst: Fatima Boolani initiated coverage of CrowdStrike with a Buy rating and $...

Analysts remained upbeat on cloud security company Zscaler Inc. (NASDAQ: ZS) after strong first-quarter results, even as investors appeared more skeptical sending the stock down, likely on mixed second-quarter guidance. Zscaler beat Street expectations on revenue, billings, and non-GAAP EPS in the...

Amidst sweeping executive and strategic changes at Symantec Corporation (NASDAQ: SYMC), the market seems to have overlooked the “steadiness” of the “RemainCo” Consumer franchise, according to UBS. The Analyst UBS analyst Fatima Boolani upgraded Symantec from Neutral to Buy,...

Shares of Palo Alto Networks Inc (NYSE: PANW) continued to rebound with investors and sell-side analysts seeing long-term upside amid a shift to cloud security that outweighs weaker near-term guidance. The stock initially dropped after the fourth-quarter print despite results that beat Street...

Splunk Inc (NASDAQ: SPLK) shares dropped 8.5% on Thursday after the company reported an earnings beat and a major acquisition. Splunk’s second-quarter EPS and revenue came in ahead of Wall Street expectations, and the data analysis software company also raised its full-year revenue guidance...

Broadcom Inc (NASDAQ: AVGO) shares were trading higher Friday after the company announced a $10.7-billion buyout of the enterprise business of Symantec Corporation (NASDAQ: SYMC). A deal between the two tech giants had been rumored for weeks, and the combination should lead to significant cost...

Fighting shadowy international cyber attackers: exciting.  Financial results and guidance posted by cybersecurity firm FireEye Inc. (NASDAQ: FEYE): a little less exciting, according to Wall Street analysts. While FireEye has received attention for thwarting foreign cyberattacks, its mixed...

Analysts are raving about Cyberark Software Ltd (NASDAQ: CYBR)'s record fourth-quarter earnings beat Thursday. Morgan Stanley: 'We See Room For Further Outperformance'  CyberArk is executing on an increasingly favorable market opportunity and competitive landscape, ...

Security software vendor Symantec Corporation (NASDAQ: SYMC) reported forecast-beating third-quarter results and raised its enterprise security revenue as well as EPS guidance for 2019. The company also announced the departure of its CFO. The Analysts Wedbush analyst Daniel Ives maintained a...

Cybersecurity company FireEye Inc (NASDAQ: FEYE) reported Tuesday after the close with forecast-beating third-quarter results and issued above-consensus guidance for the full year. The Analysts UBS analyst Fatima Boolani maintained a Neutral on FireEye with a $17 price target....

Fortinet Inc (NASDAQ: FTNT) shares have doubled year-to-date, sending UBS to the sidelines. The Analyst Analyst Fatima Boolani downgraded shares of Fortinet from Buy to Neutral and lifted the price target from $80 to $90. The Thesis The valuation gap Fortinet had with Palo Alto Networks Inc...

Palo Alto Networks Inc (NYSE: PANW) reported Thursday with a fiscal fourth-quarter report that marks a "healthy" finish to fiscal 2018 and a "solid start" to fiscal 2019, according to UBS. The Analyst Analyst Fatima Boolani maintained a Neutral rating on Palo Alto...

Wall Street analysts can't reach a consensus on how investors should react to Oracle Corporation (NYSE: ORCL)'s stock after the company released its fiscal first quarter earnings results. Oppenheimer: Good Results, Not So Good Outlook Oracle's earnings report was "good" as a...

Oracle Corporation (NYSE: ORCL) announced its second-quarter earnings on Wednesday after the close. The company reported an adjusted EPS beat of $0.89 versus $0.78 and revenues of $10.89 billion compared to the $10.45 billion estimate. Oracle shares were up over 11 percent to $51.54 at Thursday...

UBS downgraded shares of Symantec Corporation (NASDAQ: SYMC) Thursday, stating that the risk/reward from here is more balanced. Strong Run Up In Shares Analyst Fatima Boolani noted that Symantec's shares have nearly doubled over the past year, capitalizing on re-accelerating revenue growth...