Eric Heath

Okta Inc (NASDAQ:OKTA) reported upbeat fourth-quarter earnings. Here are the key analyst insights: Stephens analyst Todd Weller maintained an Overweight rating, while reducing the price target from $120 to $95. KeyBanc Capital Markets analyst Eric Heath reiterated an Overweight rating, while...

CrowdStrike Holdings Inc (NASDAQ:CRWD) may be impacted by lower cybersecurity demand in 2026, according to KeyBanc Capital Markets. The CrowdStrike Holdings Analyst: Analyst Eric Heath downgraded the rating from Overweight to Sector Weight. The CrowdStrike Holdings Thesis: The cybersecurity space...

Shares of Snowflake Inc. (NYSE:SNOW) tanked in early trading on Thursday, even after the company reported upbeat third-quarter results on Wednesday. Here are some key analyst takeaways: Cantor Fitzgerald analyst Thomas Blakey reaffirmed an Overweight rating; price target increased from $275 to $...

Analysts maintain a broadly bullish stance on cybersecurity giant CrowdStrike Holdings Inc. (NASDAQ:CRWD) ahead of the company’s third-quarter results on Tuesday. Strong ‘Consolidator’ In Agentic SOC On Monday, Keybanc analysts raised the company’s Price Target to $570 per...

Zscaler Inc (NASDAQ:ZS) shares were down on Wednesday morning, even after the company reported upbeat fiscal fourth-quarter results. Track ZS stock action here. Here are some analyst takeaways. Scotiabank analyst Patrick Colville reaffirmed a Sector Outperform rating, while reducing the price...

As the demand for data-driven insights and cloud-based solutions intensifies, companies providing these services are experiencing significant growth and investor interest. Snowflake Inc. (NYSE:SNOW), a leader in data cloud services, is at the forefront of this trend, capturing attention with its...

KeyBanc Capital Markets analyst Eric Heath said the observability market reached $29 billion and could continue recording strong growth. Application performance monitoring (APM) is the largest subsegment, generating 42% of revenues, followed by infrastructure monitoring, generating 34%. Heath...

Zscaler Inc (NASDAQ:ZS) shares rallied in early trading on Friday, after the company on Thursday reported upbeat results for its fiscal third quarter. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. Piper Sandler On Zscaler Analyst Rob Owens downgraded...

Shares of Palo Alto Networks Inc. (NASDAQ:PANW) continued to slide after the company reported its fiscal third-quarter results on Tuesday. Here are some key analyst takeaways. Goldman Sachs On Palo Alto Networks Analyst Gabriela Borges maintained a Buy rating while raising the price target from $...

Shares of Rubrik Inc (NYSE:RBRK) were climbing in early trading on Friday, after reporting upbeat fourth-quarter results. Here are some key analyst takeaways. KeyBanc Capital Markets On Rubrik Analyst Eric Heath maintained an Overweight rating, while reducing the price target from $87 to $82....

Shares of CrowdStrike Holdings Inc (NASDAQ:CRWD) tanked in early trading on Wednesday, despite the company reporting upbeat fourth-quarter results. Here are some key analyst takeaways. Raymond James analyst Adam Tindle maintained an Outperform rating, while raising the price target from $360 to $...

Okta Inc (NASDAQ:OKTA) shares were climbing on Wednesday after the company reported upbeat third-quarter results. The company reported its results amid an exciting earnings season. Here are some key analyst takeaways. BMO Capital Markets On Okta Analyst Keith Bachman reiterated a Market Perform...

Analysts published commentary on Palo Alto Networks Inc (NASDAQ:PANW) after the company reported upbeat fiscal first-quarter results. Goldman Sachs analyst Gabriela Borges maintained a Buy rating, while reducing the price target from $425 to $421. Needham analyst Matt Dezort reiterated a Buy...

Shares of Zscaler Inc (NASDAQ:ZS) tanked in early trading on Wednesday, even after the company reported upbeat fiscal fourth-quarter results. The company reported its results amid an exciting earnings season. Here are some key analyst takeaways. Goldman Sachs analyst Gabriela Borges maintained a...

Shares of SentinelOne Inc (NYSE:S) were in the red in early trading on Wednesday, after the company reported mixed fiscal second-quarter results. The company reported its results amid an exciting earnings season. Here are some key analyst takeaways. DA Davidson analyst Rudy Kessinger reiterated a...