Jayson Noland

Reviewing Barracuda Networks Inc (NYSE: CUDA)'s fiscal year second-quarter results, Baird said core momentum at the company continues. The firm noted that the company posted good results and guidance against elevated expectations. As such, the firm maintains its Outperform rating on the shares...

Cisco Systems, Inc. (NASDAQ: CSCO)'s earnings report Wednesday resulted in the stock moving lower by 4 percent Thursday, but some analysts aren't parting ways with their bullish outlook, including Oppenheimer's Ittai Kidron. Cisco's earnings report demonstrated that the company is "executing well"...

Nutanix Inc (NASDAQ: NTNX) shares jumped 9.2 percent on Wednesday after the company announced a new partnership with Alphabet Inc (NASDAQ: GOOG) (NASDAQ: GOOGL) that will allow Nutanix customers to easily move workloads to Google’s cloud platform. At Nutanix’s .NEXT event, the company...

Thanks to a shift in strategy, VMware, Inc. (NYSE: VMW) has been upgraded by Baird analyst Jayson Noland to Outperform, with a price target raised from $90 to $115. “We aren't making a call on the quarter, but we believe VMware is better strategically positioned now than in years,”...

Baird downgraded shares of Proofpoint Inc (NASDAQ: PFPT) to Neutral from Outperform, although the firm did suggest that the timing of the downgrade isn't ideal, given that the e-mail security vendor is scheduled to release its first results after the market closes on Thursday. Sales Challenges...

Baird downgraded Palo Alto Networks Inc (NYSE: PANW) to Neutral following the cybersecurity firm’s lower-than-expected quarterly results and guidance, hurt by stronger competition from Cisco Systems, Inc. (NASDAQ: CSCO). Palo Alto reported second quarter revenue/non-GAAP EPS of $423 million/$...

Check Point Software Technologies Ltd. (NASDAQ: CHKP) reported strong Q4 results and announced a positive outlook for FY 2017. “We view management’s commentary as indicative of a health industry backdrop for security in the year ahead,” Baird’s Jayson Noland said in a report...

Wall Street was caught unaware by Palo Alto Networks Inc (NYSE: PANW), which reported mixed quarterly results for the first quarter and issued lackluster guidance for the second quarter. These are reactions of some sell-side analysts to the disappointing results, which have subsequently sent the...

Baird believes the recent weakness in Palo Alto Networks Inc (NYSE: PANW) shares offer a buying opportunity as “we didn’t hear anything or see anything in the financials that dampens our positive opinion on shares of PANW.” Palo Alto's Fall Post-Print Shares of Palo Alto fell 13...

A day after Fortinet Inc (NASDAQ: FTNT) announced lower-than-expected preliminary results for the third quarter, Baird Equity Research suggested trading the stock with Palo Alto Networks Inc (NYSE: PANW) as a pair. Analysts Jayson Noland and Michael Hoffmann maintain their Hold rating on Fortinet...

Storage systems firm NetApp Inc. (NASDAQ: NTAP) faces key challenges amid competitive environment and customers shifting from traditional storage solutions. Context Of Rating, Justifications The company faces one of its biggest challenges in the form of fundamental technology shifts, including the...

VMware, Inc. (NYSE: VMW) hosted its twelfth VMworld User Conference in San Francisco, California, which drew roughly 23,000 attendees and some of Wall Street's top analysts. Baird: Upgrading To Outperform Jayson Noland of Baird upgraded shares of VMware to Outperform from Neutral with an...