Melissa Franchi

Fortinet Inc (NASDAQ: FTNT) seems poised to generate over 15% top line growth through 2023, backed by a healthy security market, emerging differentiation around the company’s SD-WAN technology and its go-to-market strategy, according to Morgan Stanley. The Analyst Morgan Stanley’s...

Cybersecurity company FireEye Inc (NASDAQ: FEYE) reported third-quarter results, which came in better than management's own guidance but received mixed reception from Street analysts. The Analysts Raymond James analyst Michael Turits maintains a Market Perform rating on FireEye's stock....

Shares of the cloud security company Zscaler Inc (NASDAQ: ZS), which debuted on the public market in early 2018, are tumbling to their lowest level since February in reaction to the company's fiscal fourth-quarter results. The Analysts Morgan Stanley analyst Melissa Franchi maintained an...

Box Inc (NYSE: BOX) shares tanked more than 8% on Thursday morning — although the stock eventually pared those losses — after the company reported a second-quarter earnings beat on Wednesday. Box’s top- and bottom-line numbers were solid, but its operating margins and lack of...

Box Inc (NYSE: BOX) shares tumbled more than 11 percent on Tuesday morning after the company issued disappointing guidance along with its first-quarter earnings report. Box’s EPS loss of 3 cents and its first-quarter revenue of $163 million exceeded Wall Street estimates. However, the company...

FireEye, Inc. (NASDAQ: FEYE)’s $250-million acquisition of security vendor Verodin won praise Wednesday from sell-side analysts who said it should create upside to FireEye’s long-term strategic value. While positive on the acquisition, there was also a “wait-and-see”...

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, ...

FireEye Inc (NASDAQ: FEYE) surged 20 percent over the last three months, but the recent outperformance may soon fade, according to Morgan Stanley.  The Analyst  Analyst Melissa Franchi downgraded FireEye from Overweight to Equal Weight with a $21 price target. The Thesis...

Big data facilitating company Splunk Inc (NASDAQ: SPLK) reported Thursday a top- and bottom-line beat in its third-quarter results while management lifted both its 2019 and 2020 sales outlook. Here is a summary of how some of the Street's top analysts reacted to the print. The Analysts Wells...

Cloud content management and file sharing services company Box Inc (NYSE: BOX) reported third-quarter results Wednesday after the market close. Box posted 21-percent year-over-year revenue growth and a narrower loss in Q3. The company issued upbeat guidance for Q4 as well as fiscal 2019...

Security software company CyberArk Software Ltd. (NASDAQ: CYBR) has developed software to eliminate cyber threats within financial, retail and healthcare services. The Analyst Morgan Stanley's Melissa Franchi upgraded CyberArk from Equal-Weight to Overweight and raised the price target...

Splunk Inc (NASDAQ: SPLK) reported Thursday its second-quarter results, which consisted of a top-and-bottom-line beat and encouraging guidance. Here's a summary of how some of the Street's top analysts reacted to the print. The Analysts Morgan Stanley's Melissa Franchi maintains an...

With the IPO quiet period expiring, the sell-side is starting coverage of cybersecurity software company Tenable Holdings Inc (NASDAQ: TENB). The Analysts Morgan Stanley analyst Melissa Franchi initiated coverage of Tenable Holdings with an Equal-weight rating and $31 price target. Stifel...

Splunk Inc (NASDAQ: SPLK) reported Thursday with a first-quarter non-GAAP loss per share of 7 cents on revenue of $311.6 million, up 37 percent year-over-year. The results exceeded consensus expectations, which called for a loss of 9 cents on revenue of $297.67 million. The revenue guidance...

Public cloud stocks have underperformed the broader market in recent years, and the market is only pricing in 5-percent topline growth through the end of the decade, according to an industrywide Morgan Stanley report. The sell-side firm's analysts project topline growth of 9 percent in the...