reports
- Wedbush Research
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PEGA PEGASYSTEMS INC.
IMAX IMAX CORPORATION
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
ARGX ARGENX ADS
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
PLTK PLAYTIKA HOLDING
RBLX ROBLOX
Palo Alto Networks Inc: 2 directors
Two Directors at Palo Alto Networks Inc sold 100,600 shares at between 198.661USD and 204.000USD. The significance rating of the trade was 68/100. 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...
Fortinet to Announce Second Quarter 2025 Financial Results
Fortinet to Announce Second Quarter 2025 Financial Results SUNNYVALE, Calif., July 02, 2025 (GLOBE NEWSWIRE) -- News Summary ® (NASDAQ: FTNT), the global cybersecurity leader driving the convergence of networking and security, announced that it will hold a conference call to discuss its second quarter 2025 financial results on Wednesday, August 6, at 1:30 p.m. Pacific Time (4:30 p.m. Eastern Time). Fortinet's financial results conference call will be broadcast live in listen-only mode on the company’s investor relations website at . While not required, it is recommended that you jo...
- Wedbush Research
WDC WESTERN DIGITAL CORPORATION
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
TSLA TESLA INC
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PEGA PEGASYSTEMS INC.
MAA MID-AMERICA APARTMENT COMMUNITIES INC.
LEN LENNAR CORPORATION CLASS A
IMAX IMAX CORPORATION
GME GAMESTOP CORP. CLASS A
EXPE EXPEDIA GROUP INC.
EGP EASTGROUP PROPERTIES INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
CDR CD PROJEKT S.A.
OSTK OVERSTOCK.COM INC.
DHI D.R. HORTON INC.
7974 NINTENDO CO. LTD.
EA ELECTRONIC ARTS INC.
ARGX ARGENX ADS
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
BKNG BOOKING HOLDINGS INC.
HEAR TURTLE BEACH CORP.
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
FUBO FUBOTV
U UNITY SOFTWARE
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
PLTK PLAYTIKA HOLDING
RBLX ROBLOX
APP APPLOVIN CORP
YOU CLEAR SECURE INC
GETY GETTY IMAGES HOLDINGS INC
DDI DOUBLEDOWN INTERACTIVE CO LTD
SKLZ SKILLZ INC
EMBRAC B EMBRACER GROUP AB
- Wedbush Research
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PEGA PEGASYSTEMS INC.
MAA MID-AMERICA APARTMENT COMMUNITIES INC.
IMAX IMAX CORPORATION
EGP EASTGROUP PROPERTIES INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
ARGX ARGENX ADS
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
PLTK PLAYTIKA HOLDING
RBLX ROBLOX
Fortinet Recognized as the Overall Leader for the Third Time in a Row ...
Fortinet Recognized as the Overall Leader for the Third Time in a Row in the Westlands Advisory IT/OT Network Protection Platform Navigator 2025™ Report Fortinet earns top ranking in both Strategic Direction and Capability SUNNYVALE, Calif., July 01, 2025 (GLOBE NEWSWIRE) -- News Summary ® (NASDAQ: FTNT), the global cybersecurity leader driving the convergence of networking and security, today announced that Westlands Advisory, a leading OT security industry analysis and strategy firm, has once again named Fortinet as the Overall Leader in the report, earning the top ranking in bot...
Check Point Software to Announce 2025 Second Quarter Financial Results...
Check Point Software to Announce 2025 Second Quarter Financial Results on July 30, 2025 TEL AVIV, Israel, July 01, 2025 (GLOBE NEWSWIRE) -- . (NASDAQ: CHKP), a leading provider of cyber security solutions globally, today announced that it will release its financial results for the second quarter ended June 30, 2025, on Wednesday, July 30, 2025, before the U.S. financial markets open. Management will host a video conference call with the investment community at 8:30 AM EST/5:30 AM PST on July 30, 2025. A live video webcast of the call will be hosted on the company’s website at . To foll...
Fortinet Named a Leader in the 2025 Gartner® Magic Quadrant™ for Enter...
Fortinet Named a Leader in the 2025 Gartner® Magic Quadrant™ for Enterprise Wired and Wireless LAN Infrastructure for the Second Year in a Row Fortinet wired and WLAN solutions have long been integrated into the Fortinet Security Fabric, delivering a proven, AI-powered platform that converges networking and security to reduce complexity, mitigate cyber risk, lower costs, and improve performance SUNNYVALE, Calif., June 30, 2025 (GLOBE NEWSWIRE) -- News Summary ® (NASDAQ: FTNT), the global cybersecurity leader driving the convergence of networking and security, today announced it has ...
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
- Pierre FerraguÊ
The Tech Infrastructure Quarterly Bible 1Q25
We publish today our comprehensive quarterly bible: 237 pages of detailed analyses on what happened in the last 3 months, and how we interpret it, in light of our current convictions. The first section acts as a PM summary, outlining our key findings, and latest thoughts on the semi cycle, in 6 slides.
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
TSLA TESLA INC
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
LRCX LAM RESEARCH CORPORATION
NOKIA NOKIA OYJ
2330 TSMC
SOI SOITEC SA
CSCO CISCO SYSTEMS INC.
ASML ASML HOLDING NV
MBLY MOBILEYE NV
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
TXG 10X GENOMICS INC CLASS A
ERIC-B ERICSSON LM-B SHS
0084207D UBER TECHNOLOGIES INC
ME 23ANDME HLDG CO
GRAB GRAB HLDGS LTD
ARM ARM HOLDINGS PLC
- Pierre FerraguÊ
Bible 1Q25 – Enterprise IT: AI drives Cloud growth, SaaS not reacceler...
Today, we are publishing the Enterprise IT section of our 27th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. Legacy IT spending is moderating after a strong 2H24, but public-cloud growth remains steady as AI demand offsets a slowdown in traditional workloads. SaaS revenue growth remains in the low-teens with...
Fortinet Strengthens Code-to-Cloud Security with CNAPP Enhancements an...
Fortinet Strengthens Code-to-Cloud Security with CNAPP Enhancements and Launches Expanded Solution Availability in AWS Marketplace New Lacework FortiCNAPP innovations and expanded solution availability in AWS Marketplace accelerate full application life-cycle protection and threat detection and response SUNNYVALE, Calif., June 17, 2025 (GLOBE NEWSWIRE) -- News Summary ® (NASDAQ: FTNT), the global cybersecurity leader driving the convergence of networking and security, today announced powerful updates to Lacework FortiCNAPP, making it easier than ever for customers to secure applicatio...
Check Point Software Technologies Ltd: 1 director
A director at Check Point Software Technologies Ltd sold 141,288 shares at 227.800USD and the significance rating of the trade was 100/100. 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 t...
Dangerous Blind Spots Costing Enterprises Time, Trust, and Agility Exp...
Dangerous Blind Spots Costing Enterprises Time, Trust, and Agility Exposed in Check Point’s 2025 Cloud Security Report Report finds 65% of organizations suffered a cloud-security incident in the past year — yet only 6% remediated it within an hour REDWOOD CITY, Calif., June 05, 2025 (GLOBE NEWSWIRE) -- (NASDAQ: CHKP), a pioneer and global leader of cyber security solutions, today released its 2025 Cloud Security Report. Based on a global survey of more than 900 CISOs and IT leaders, the report reveals systemic weaknesses, including alert fatigue, fragmented toolsets, and a widespread i...
Fortinet Unveils New AI-Powered Workspace Security Suite to Protect th...
Fortinet Unveils New AI-Powered Workspace Security Suite to Protect the Modern Enterprise Introducing FortiMail Workspace Security and powerful FortiDLP upgrades—redefining protection for email, browsers, and collaboration tools while securing sensitive data against insider threats SUNNYVALE, Calif., June 04, 2025 (GLOBE NEWSWIRE) -- News Summary ® (NASDAQ: FTNT), the global cybersecurity leader driving the convergence of networking and security, today announced enhancements to its data and productivity security portfolio, expanding with the launch of the suite. These new capabili...
- Wedbush Research
TSLA TESLA INC
PEGA PEGASYSTEMS INC.
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EBAY EBAY INC.
CYBR CYBERARK SOFTWARE LTD.
CRM SALESFORCE.COM INC.
INOD INNODATA
CVNA CARVANA CO. CLASS A
ANAB ANAPTYSBIO INC.
MDB MONGODB INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
ZS ZSCALER INC.
ESTC ELASTIC N.V.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
AI C3.AI
PLTR PALANTIR TECHNOLOGIES
SNOW SNOWFLAKE INC. CLASS A
BASE COUCHBASE INC
SOUN SOUNDHOUND AI INC
ALCC ALTC ACQUISITION CORP
NOW-US SERVICENOW
INC.
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
PEGA PEGASYSTEMS INC.
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
CYBR CYBERARK SOFTWARE LTD.
CRM SALESFORCE.COM INC.
ADBE ADOBE INC.
INOD INNODATA
MDB MONGODB INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
ZS ZSCALER INC.
ESTC ELASTIC N.V.
AI C3.AI
PLTR PALANTIR TECHNOLOGIES
SNOW SNOWFLAKE INC. CLASS A
SOUN SOUNDHOUND AI INC
ALCC ALTC ACQUISITION CORP
NOW-US SERVICENOW
INC.
Check Point Software Technologies Recognized as a Best Company to Work...
Check Point Software Technologies Recognized as a Best Company to Work For by U.S. News & World Report REDWOOD CITY, Calif., June 02, 2025 (GLOBE NEWSWIRE) -- (NASDAQ: CHKP), a pioneer and global leader of cyber security solutions, today announced that U.S. News & World Report has named the company among its . In addition, Check Point was also recognized as a Best Company to Work For in the IT industry. This recognition highlights Check Point’s commitment to fostering a culture of innovation, inclusion, and continuous growth across its global workforce. The U.S. News rankings evaluate c...
Check Point Accelerates Threat Detection and Response with AI-Powered ...
Check Point Accelerates Threat Detection and Response with AI-Powered Security Management for the Modern Enterprise Next-generation Smart-1 Management Appliances boost efficiency delivering 2X expansion in managed gateways and AI-powered tools for automation, policy insights, and orchestration REDWOOD CITY, Calif., May 28, 2025 (GLOBE NEWSWIRE) -- (NASDAQ: CHKP), a pioneer and global leader of cyber security solutions, today announced the launch of its next generation Smart-1 Management Appliances, delivering 2X increase in managed gateways and up to 70% higher log rate, with AI-powere...
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