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Zscaler (ZS) Stock May Trade Below Fair Value As Gartner Recognition Lands
Simply Wall St.2d agoneutral
Zscaler (ZS) Stock May Trade Below Fair Value As Gartner Recognition Lands

Zscaler's share price has delivered a 38.2% gain over the past three years, while its current checks show a mixed picture on value and an intrinsic value estimate that points to upside versus the market price. After a weak year for the stock, the key issue for investors is whether that estimated discount and the recent recognition in zero trust security are enough to offset concerns around execution and security risks. Over three years, Zscaler has returned 38.2%, which suggests the stock...

What Could Palo Alto Networks (PANW) Gain From Its New Policy Control Integration?
Simply Wall St.2d agoneutral
What Could Palo Alto Networks (PANW) Gain From Its New Policy Control Integration?

Palo Alto Networks (NasdaqGS:PANW) and FireMon announced completion of FireMon's integration with Palo Alto Networks Strata Cloud Manager, delivering new policy governance and risk validation capabilities for joint customers. The combined solution is designed to automate firewall policy management and support Zero Trust enforcement across hybrid environments. The integration expands Palo Alto Networks ecosystem for customers managing complex security architectures and policy controls. This...

2 Mid-Cap Stocks to Keep an Eye On and 1 We Turn Down
StockStory2d agoneutral
2 Mid-Cap Stocks to Keep an Eye On and 1 We Turn Down

Mid-cap stocks have the best odds of scaling into $100 billion corporations thanks to their tested business models and large addressable markets. But the many opportunities in front of them attract significant competition, spanning from industry behemoths with seemingly infinite resources to small, nimble players with chips on their shoulders.

Workday, Silver Lake in discussions over potential $43B deal
Proactive2d agoneutral
Workday, Silver Lake in discussions over potential $43B deal

Workday Inc (NASDAQ:WDAY) has held discussions with private equity firm Silver Lake in recent months about a potential acquisition, Reuters reported, with the enterprise software company carrying a market value of about $43 billion. While talks are ongoing and there is no guarantee a deal...

Rocket Lab (RKLB) Set a Revenue Record. Is Neutron Slipping Into 2027?
Insider Monkey2d agoneutral
Rocket Lab (RKLB) Set a Revenue Record. Is Neutron Slipping Into 2027?

Rocket Lab Corporation (NASDAQ:RKLB) shares continued to decline on Tuesday after falling roughly 7% in extended trading Monday. The decline came despite second-quarter revenue climbing 62% to a record $234 million and exceeding Wall Street expectations. The market focused on what changed beyond the headline result. Rocket Lab Corporation (NASDAQ:RKLB) previously targeted Neutron’s inaugural flight […]

Citi Keeps S&P 500 Target at 8,100 as Earnings Outlook Strengthens
InvestorsHub2d agoneutral
Citi Keeps S&P 500 Target at 8,100 as Earnings Outlook Strengthens

Citi continues to see a path for the S&P 500 to reach 8,100 by year-end after raising its full-year earnings forecast following a stronger-than-expected second-quarter reporting season. Strategists led by Scott Chronert said the fundamental forces underpinning the target “remain mostly in place,” although the next stage of the rally will likely require broader market participation and sustained confidence in artificial intelligence-related earnings.