Posts

Showing posts with the label CYBR

IB Net Payout Yields Model

CyberArk: Failed Breakout

Image
CyberArk (CYBR) plays in the volatile cybersecurity sector where companies constantly miss estimates after a big run. The stock made an attempted run at a breakout above $80 today.

FireEye: Looking For Opportunity In The Threat Lull

FireEye trades near the all-time lows after an executive change and ongoing negative margins impact investor sentiment. The valuation is more compelling after a long period of trading at irrational values. . The sector offers opportunity as the threat environment is in a lull. . The downturn in FireEye (NASDAQ: FEYE ) this year corresponds to a couple of issues with the stock and the sector. The confluence of issues might signal a shift in the stock going forward. Read the full article on Seeking Alpha.  Disclosure: No positions mentioned. Please read the disclaimer page for more details.

CyberArk: Free Cash Flow Opportunity After The Dip

CyberArk continues struggling to gain traction despite the cybersecurity focus of the Chinese President's visit to the U.S. Several analysts have upgraded the stock after the recent dip below $50. The privileged account specialist provides a compelling free cash flow story though short-term issues will impact the stock for now. With the U.S. visit of the Chinese President, cybersecurity is back in prime focus. However, stocks of the related cybersecurity companies aren't trading as well. One stock getting a lot of analyst praise lately is CyberArk (NASDAQ: CYBR ). Read the full article on Seeking Alpha. Disclosure: No positions mentioned. Please review the disclaimer page for more details. 

CyberArk Can't Match Extreme Expectations

CyberArk continues to under promise and over deliver. The company regularly smashes Estimize estimates though the valuation multiples suggests the market already has that expectation. The stock is likely to struggle gaining traction until it better proves that demand is sustainable. By all accounts, the Q2'15 earnings results for CyberArk (NASDAQ: CYBR ) were a blowout. The security software firm easily exceeded both analyst and company estimates suggesting CyberArk has unstoppable growth. The stock though isn't showing the same enthusiasm for the strong results. Read the full article at Seeking Alpha. Disclosure: No positions mentioned. Please review the disclaimer page for more details.