Servicenow Inc: 3 directors

Four Directors at Servicenow Inc sold/bought/sold after exercising options 4,796 shares at between 0.000USD and 900.001USD. 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 by a...

Cisco Systems Inc: 1 director

A director at Cisco Systems Inc sold 7,511 shares at 66.838USD and the significance rating of the trade was 57/100. 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 clearl...

Arista Networks Inc: 1 director

A director at Arista Networks Inc sold after exercising options/sold 56,000 shares at 136.507USD and 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 by all the company's direct...

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.

Wedbush Morning Call - Aug 19 2025 7:00AM

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

Vermilion Short Shots: Technically Vulnerable Stocks

Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.

CoreWeave profitability; DeepSeek’s ASIC try; Semicap; PC pull-forward...

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.

Vermilion Compass: Weekly Equity Strategy

Was That It?; Downgrading Discretionary and Energy Volatility finally picked up last Friday, and the S&P 500 (SPX) and Nasdaq 100 (QQQ) both gapped lower to close below their 20-day MAs for the first time in over three months. With that said, all of the major indexes (SPX, QQQ, DJI, IWM) rallied yesterday to fill their gaps from Friday and SPX and QQQ have reclaimed above their 20-day MAs; this is a bullish signal that suggests any further pullback is likely to be relatively shallow, and should ...

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...

Palo Alto Networks pre-4FQ25 Model Update

Expecting Strong Quarter; Setting the Stage for Continued Growth into ...

Cisco 4FQ25: Cyclical recovery played out; healthy but slowing outlook...

Cisco reported 3FQ25 (1Q25) on Wednesday. Please click the link below for our take on the print.

AMD GPUs, Cyber HW refresh, Arista, Auto cycle and more.

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 34 names we followed last week, follow the link below.

Arista 2Q25: 2025 growth guide raised to mid-20%, in line with our mi...

Arista reported 2Q25 yesterday.

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 ...

Meta 2Q25: Replatforming overdrive.

Meta reported 2Q25. Please click the link for our updated perspective on capex and technology infrastructure.

CYBR + PANW Situation Overview-Readthroughs for Potential M&A in Cyber...

Announces CYBR Deal, "Home Run Deal" In Our View-Details of the Deal D...

PANW to Acquire CYBR for ~$20 Billion According to WSJ; Would Be Strat...