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Pierre FerraguÊ
  • Pierre FerraguÊ

Jensen’s $3-4tn, Elon's 50m H100s, Marvell's miss, and more. Our weekl...

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 9 names we followed last week, follow the link below.

Qualys Inc: 1 director

A director at Qualys Inc sold 3,103 shares at 134.941USD and the significance rating of the trade was 66/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly show...

 PRESS RELEASE

Summary Notice of Proposed Settlement of Derivative Matters

Summary Notice of Proposed Settlement of Derivative Matters SAN FRANCISCO, Aug. 26, 2025 (GLOBE NEWSWIRE) -- Okta, Inc. has released the following notice: A Federal Court authorized this Notice. This is not a solicitation from a lawyer. TO: ALL CURRENT RECORD HOLDERS AND BENEFICIAL OWNERS OF COMMON STOCK OF OKTA, INC. (“OKTA” OR “THE COMPANY”) AS OF JUNE 26, 2025 (THE “RECORD DATE”). PLEASE TAKE NOTICE that the above-captioned derivative lawsuit and certain other Derivative Matters are being settled on the terms set forth in a Stipulation and Agreement of Settlement dated June 26, 2025...

Pierre FerraguÊ
  • Pierre FerraguÊ

Pull forward in Auto Semis? AI blues at Workday? H20 suspended, Palo A...

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 5 names we followed last week, follow the link below.

Pierre FerraguÊ
  • Pierre FerraguÊ

Palo Alto Networks 4FQ25: Firing on all cylinders. Buy, $240.

Palo Alto Networks reported 4FQ25 (2Q25) yesterday. Please click the link below for our take on the print.

Anish Jog ... (+4)
  • Anish Jog
  • Daniel Ives
  • Sam Brandeis
  • Steven Wahrhaftig

Robust Quarter/Outlook as Platformization Strategy is Accelerating int...

A Closer Look at FY4Q25 (July) ResultsRevenueTotal revenue of $2.54 billion (up 16% y/y) came in above the company’s guidance range for revenue of $2.49 billion and $2.51 billion and above the Street’s $2.50 billion estimate due to broad-based growth driven by software form factors and double-digit

Garvit Bhandari
  • Garvit Bhandari

Global Cybersecurity Industry August 2025

This report looks at the cybersecurity industry globally. Cybersecurity as an industry involves the design, development, and use of encryption software that can provide protection to a range of information technology systems and devices. The report talks about the overall market size, expected growth rates as well current trends driving the growth in the industry. Companies can also be categorized as core and non-core, the former being those that exclusively engage in cybersecurity and those for...

Anish Jog ... (+4)
  • Anish Jog
  • Daniel Ives
  • Sam Brandeis
  • Steven Wahrhaftig
Anish Jog ... (+4)
  • Anish Jog
  • Daniel Ives
  • Sam Brandeis
  • Steven Wahrhaftig

2Q25 Earnings; Strong Quarter With Momentum in the Field; PT to $155

Closer Look at FY2Q25 (June) ResultsRevenueTotal revenue of $164.1 million (up 10% y/y) which was above both the company’s guidance range of $159.7 million and $162.7 million and the Street’s $161.2 million estimate reflecting the success of new product initiatives and demonstrated customer demand

Palo Alto Networks Inc: 2 directors

Two Directors at Palo Alto Networks Inc sold after exercising options/sold 220,774 shares at between 171.582USD and 172.805USD. The significance rating of the trade was 75/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades ...

Anish Jog ... (+4)
  • Anish Jog
  • Daniel Ives
  • Sam Brandeis
  • Steven Wahrhaftig
Anish Jog ... (+6)
  • Anish Jog
  • Daniel Ives
  • Matthew Weiss
  • Sam Brandeis
  • Scott Devitt
  • Steven Wahrhaftig
Anish Jog ... (+4)
  • Anish Jog
  • Daniel Ives
  • Sam Brandeis
  • Steven Wahrhaftig

Okta Inc: 1 director

A director at Okta Inc sold 9,000 shares at 100.000USD and the significance rating of the trade was 85/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showin...

Anish Jog ... (+4)
  • Anish Jog
  • Daniel Ives
  • Sam Brandeis
  • Steven Wahrhaftig
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