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Fortinet vs. CrowdStrike: Both Grew 26%. Why Pay Four Times the Earnings Multiple?
Fortinet and CrowdStrike both achieved 26% revenue growth in their latest quarters, yet CrowdStrike trades at a significantly higher earnings multiple (215x) compared to Fortinet (53x). This discrepancy stems from...
Top News
- 1. Sovereign storage becomes an architecture decision for Europe
- 2. Telus Corporation (TSX:T): Can Rural Wireless Expansion Drive Growth?
- 3. JPMorgan Dangles 11% Yield on Volta’s $5 Billion AI Loan Sale
- 4. A director gifts 9,214 Dell Technologies (DELL) shares to The Dorman Family Foundation.
- 5. Vicor Corp chairman & CEO Patrizio Vinciarelli sells $6.2m in stock
- 6. CPI | McDonald’s Hit With Antitrust Suit Over AI-Assisted Menu Pricing
Aggregate news articles
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Netflix is currently rated Buy with a fair value of $74 and a 12-month target of $82, based on expected margin expansion and resilient cash flow despite slower engagement growth....
Cadence Design Systems has scheduled its Q3 FY2026 financial results webcast for Monday, October 26, 2026, at 2:00 PM Pacific Time. CEO Anirudh Devgan and CFO John Wall will present...
Verizon Communications stock is approaching its ex-dividend date of October 9, with a quarterly payment of $0.7075 scheduled for November 2, 2026. The company's stock was trading at $45.70 on...
| Symbol | Price | Change | %Change |
|---|---|---|---|
| AMOD | 3.7800 | 0.2900 | 8.3095% |
| SDEV | 3.9400 | -3.5400 | -47.3262% |
| AMODW | 0.0242 | -0.0044 | -15.3846% |
| BCTXZ | 0.1900 | -0.1080 | -36.2416% |
| OGGWZ | 0.0498 | 0.0000 | 0.0000% |
| Symbol | Price | Change | %Change |
|---|---|---|---|
| ASTLW | 0.0048 | 0.0011 | 29.7297% |
| PNAQ | 9.8500 | 0.0300 | 0.3055% |
| BZFDW | 0.0092 | 0.0013 | 16.4557% |
| NEXRW | 0.0105 | -0.0086 | -45.0262% |
| NSTR | 4.5400 | 0.0900 | 2.0225% |
| Symbol | Price | Change | %Change |
|---|---|---|---|
| NIVF | 0.1100 | -0.0190 | -14.7287% |
| FNGR | 0.2700 | 0.0220 | 8.8710% |
| AMOD | 3.7800 | 0.2900 | 8.3095% |
| FLUX | 0.5150 | -0.1250 | -19.5312% |
| SCNX | 3.7100 | -0.2600 | -6.5491% |
Trending news
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Stablecoin Development Corporation (SDEV) stock has experienced a significant surge, rocketing 30.47% due to strong bullish sentiment and momentum trading. Despite a lack of new fundamental catalysts and negative financial...
A joint venture between crypto exchange OKX and NYSE owner Intercontinental Exchange (ICE) called OKXICE has filed a notice with the SEC to launch a 24/7 trading venue for tokenized...
Morgan Stanley's Bitcoin fund, MSBT, has significantly increased its holdings, now possessing over 10,500 BTC valued at approximately $904 million as of early October. This marks a substantial rise from...
Citigroup is expanding its Citi Token Services to Japan and the UAE, aiming to broaden its digital payments network and enhance its Services franchise. This blockchain-based platform facilitates near-instantaneous fund...
Tompkins Financial Corp has reduced its stake in Intercontinental Exchange Inc. (ICE) by 32.4%, selling over 10,000 shares and retaining 21,454 shares valued at $3.26 million. Institutional investors hold a...
Clear Street has initiated coverage on Bitzero Holdings Inc. (NASDAQ: AIBZ) with a buy rating and a price target of $11.00, representing a significant upside from its current price. The...
Morgan Stanley's Bitcoin fund held $299 million in Bitcoin as of June 30, according to a regulatory filing. A more recent wallet estimate on October 5 indicated a balance of...
Stablecoin Development Corporation (SDEV) stock has experienced a significant two-day surge, jumping 47% in premarket trading after a 41% gain in the previous session, driven by momentum traders. Despite the...
Stocks as per the gainers
Bain & Company Named as “a Leader” in the 2026 Gartner® Magic Quadrant™ for the Finance Transformation Strategy Consulting Market
Bain & Company has been recognized as a Leader in the 2026 Gartner® Magic Quadrant™ for the Finance Transformation Strategy Consulting market for the third consecutive time. Gartner defines a...
UBS Group has lowered its price target for Sonoco Products...
Franklin Templeton (BEN) reported a 2% decline in September AUM...
News : Losers
U.S. Lawmaker Demands Starbucks Close Retail Stores in Xinjiang, China
A U.S. lawmaker has called for Starbucks to close its newly opened stores in Xinjiang, China, citing human rights concerns regarding the treatment of Uyghurs. This political pressure on Starbucks...
The U.S. Transportation Department has concluded its 2024 privacy review...
Tilray Brands (NASDAQ:TLRY) Shares Up 3% - Here's What Happened
The 2029 tipping point: Western populations are about to start shrinking, piling pressure on public finances
In Alaska, Senate Candidates Claim the Oil Industry Creates Local Jobs. It Doesn’t.
U.S. Supreme Court wrestle with bid by Suncor, ExxonMobil to avoid climate lawsuit
US to lend $4.2 billion to Vistra to boost nuclear power output, source says
From 2029, typical Kentucky Power customers could get about $25 off winter bills each month if regulators approve.
The Morning Brief
Can American Tower (NYSE:AMT) stock ride AI demand amid yield pressure?
American Tower (NYSE:AMT) is navigating the conflicting pressures of strong demand for its digital infrastructure, driven by mobile data and AI, and the drag from rising benchmark yields. The company's...
More The Morning Brief
- Palo Alto Networks, Inc. $PANW...
- U-Haul stock fell 1.28 percent...
- PNC Maintains by Goldman Sachs...
- Grand openings: what four introductions...
Upstart Jumps 6% as Its Own Macro Index Ticks Down; Synchrony Financial Holds Flat, OneMain Holdings Barely Budges
WY Maintained by Citigroup -- Price Target Lowered to $21.00
Nvidia, Broadcom May Be Surprisingly Safe From a 32-GW Hole in the AI Boom, Morgan Stanley Says
Merck & Co., Inc. $MRK Stock Sold by Argent Capital Management LLC
VALE Stock Draws Wall Street Upgrades As China Funding Plans Emerge
Intercontinental Exchange Inc. $ICE Shares Sold by Eastern Bank
Latest news
NVR stock closed after-hours at EUR 5,320.00 on October 5, 2026, marking a 0.56 percent decrease from its prior close. The stock's bid was EUR 5,310.00 and the ask was...
DaVita Inc. stock traded after-hours at EUR 158.78 on October 5, 2026, marking a 0.19 percent increase from its prior close. The company also highlighted initiatives from its 2025 Community...
TORM plc (TRMD) announced a secondary public offering of 6,329,874 Class A common shares by OCM Njord Holdings S.à r.l., which previously owned approximately 6% of TORM's shares. TORM itself...
Diamondback Energy's stock reached $184.06 on October 5, 2026, after its Q2 output exceeded 1 million barrels of oil equivalent per day. The company is set to release its Q3...
Biogen's Chief Accounting Officer Sean Godbout filed a Form 4 detailing his October 2026 equity transactions. These included the grant of 985 restricted stock units, the conversion of 27 RSUs...
Iron Mountain CEO William Meaney sold 38,474 shares of company stock for approximately $4.25 million, reducing his holdings by 50%. The sale was executed under a pre-arranged Rule 10b5-1 trading...
Aflac's major shareholder, Post Holdings Co. Ltd. Japan, sold 11,900 shares of the company's stock for over $1.32 million. This transaction, executed under a pre-arranged Rule 10b5-1 plan, reduced their...
Analog Devices insider Vivek Jain sold 2,000 shares of the company's stock for $833,960.00 on October 2nd, reducing his direct ownership by 4.19%. The sale occurred after the company reported...
Hershey Company stock traded at EUR 143.65 in after-hours on October 5, 2026, marking a 0.91 percent increase from its prior close of EUR 142.35. This update also highlights the...
Bank of America has maintained its $143 price target and Buy rating for Starbucks stock (SBUX) ahead of its upcoming earnings report on October 28. Despite a 1% decline in...
Vale (NYSE:VALE), a global mining company, saw its stock rise by 2.83% following the first round of Brazil's presidential election, where conservative candidate Flávio Bolsonaro took a surprising lead. Investors...
VALE S.A. (VALE) recently closed with a 2.83% gain, outperforming the S&P 500, but its shares have fallen by 9.89% over the past month. The company's upcoming earnings report projects...
Tilray Brands (NASDAQ:TLRY) saw its shares rise 3% in mid-day trading to $3.72, despite mixed analyst sentiment and recent price target reductions. The company's latest quarterly results showed a significant...
Analog Devices (NASDAQ:ADI) CEO Vincent Roche sold 10,000 shares of the company's stock for approximately $3.97 million at an average price of $396.94, reducing his ownership by 7.97%. This transaction...
EQT Corp. stock saw a 2.04 percent increase in after-hours trading, reaching EUR 45.59 at 11:00 p.m. CEST on October 5, 2026. This represents a gain of EUR 0.91 from...
Erie Indemnity stock traded at EUR 196.50 after-hours on October 5, 2026, at 9:27 p.m. CEST, according to Lang & Schwarz. Deutsche Börse also listed October 5, 2026, as the...
Fortinet and CrowdStrike both achieved 26% revenue growth in their latest quarters, yet CrowdStrike trades at a significantly higher earnings multiple (215x) compared to Fortinet (53x). This discrepancy stems from...
Thor Industries' stock fell 4.07 percent to USD 66.72 after its fiscal 2026 revenue increased marginally to USD 9.61 billion, while diluted EPS dropped significantly to USD 3.38. The company...
Danaher Corporation reported strong second-quarter 2026 results with revenue of USD 6.26 billion, exceeding expectations, and EPS of USD 1.94, beating the consensus estimate of USD 1.85. Revenue grew 5.5...
SLB Ltd (SLB) shares recently rose 3.2% to $50.28, yet GuruFocus's GF Value™ assessment indicates the stock is 10.1% overvalued compared to its intrinsic value of $45.67. Despite a strong...
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