Peter Hofstra Sprint Nextel S-N BUY Dec 03, 2007

Just delivered an ugly quarter: missed and lowered guidance. It's deeply unprofitable. Sold off 35% today.

Is the #2 cybersecurity stock in detention and response. Their problem is they compete with Crowdstrike, #1.

An up-and-comer, has received some Upgrades. Prefers to FTNT.

One cybersecurity name to buy if you're willing to tolerate a bit more risk. Competes with CRWD.

Not in the same league as CRWD based on market cap. But closest you can come to a CRWD product. He's not saying it will be an acquisition, but it will have challenges with scale, as everyone's knocking on their door. Buy here around $23, again around $20, and the final third around $18. 12-month price target of $25. Reports August 30. No dividend.

One of the leaders in the space. 

Benefited a lot from the CRWD issue, and probably the closest competitor of CRWD. Its software can do a security fix on data and access right away. Now around $27, 12-month price target of $29.90. Getting up there, but he'd still buy 1/3 here, add again around $26.25, final 1/3 around $25.

Caters more to larger enterprises. A bit pricey to add right now.

Like the teenager in the room in the cybersecurity space. Very big into identity assessment.

EPS of 4c beat estimates of 1.2c; revenue of $225M beat estimates of $222M. Still, F2026 forecast was lowered: to sales $1.01B from estimates $1.03B. Margins to 78.5% from 79.3%. Q1 sales to $228M from $235.6M estimated. Most brokers re-iterated their ratings. It was a decent Q4, but a less-than-ideal forecast is always going to hit a stock trading at 105X earnings. We do not think it is a time for panic, and the company will see its first proft this fiscal year (ends January 31). But in this market, we think buyers can wait: we would give it a HOLD.
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