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SentinelOne s Stock Surge Echoes Strong Market Potential: Analyst Anticipates Competitive Edge And Revenue Reacceleration - CrowdStrike Holdings (NASDAQ:CRWD), Fortinet (NASDAQ:FTNT)

SentinelOne (NYSE: S) upgraded to Buy, price target raised to $35. Positive outlook on profitability, ARR growth, and market conditions. Strong competition and risks, but potential for top-line and nnARR upside. Trading at a discount compared to peers. Fourth-quarter revenue and EPS projected at $169.26 million and $(0.04).

Fortinet incPalo alto networksPalo alto networks incZscaler incCrowdstrike holdings incTal lianiSentinelone incsAnnual recurring revenueCrowdstrike holdings

Arista Networks slips as analysts note strong opportunity -- but at a cost (NYSE:ANET)

Arista Networks slips as analysts note strong opportunity -- but at a cost (NYSE:ANET)
seekingalpha.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from seekingalpha.com Daily Mail and Mail on Sunday newspapers.

William blairSebastien najiDaniel jonesArista networksSilicon valleyStock editorialTal lianiCloud titanInvesting group

Arista Networks (ANET) Q4 2023 Earnings Call Transcript

ANET earnings call for the period ending December 31, 2023.

France generalAtif malikChris schmidtAmerica merrill lynchArista guardianSebastien najiSebastien naji wedbushJayshree ullalMatt niknamKarl ackermanAlex hendersonMeta marshallBen reitzesIttai kidronChantelle breithauptIttai kidron oppenheimer

Arista Networks, Inc (NYSE:ANET) Q4 2023 Earnings Call Transcript

Arista Networks, Inc. beats earnings expectations. Reported EPS is $2.08, expectations were $1.71. Arista Networks, Inc.

United statesJayshree ullalSebastian najiAaron rakersChris schmidtMeta marshallPiper sandlerArista guardianWilliam blairLiz stineChantelle breithauptMatt niknamUltra ethernet consortiumWells fargoDeutsche bankNetwork identity

Qualcomm (QCOM) Q1 2024 Earnings Call Transcript

QCOM earnings call for the period ending December 31, 2023.

Comunidad autonoma de catalunaUnited statesTom omalleyStacy rasgon alliancebernsteinCanaccord genuityStacy rasgonMike walkleyAkash palkhiwalaSamik chatterjeeMike walkley canaccord genuityAmerica merrill lynchTimothy arcuriChris casoCristiano amonRoss seymoreMatt ramsay