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Top related persons:
Morgan Stanley's Hamza Fodderwala - 2 Bernstein - 1 Morgan Stanley - 1 LSEG - 1 Bank of America's Tal Liani - 1 Alex Harring - 1 Craig Siegenthaler - 1 Blackstone - 1
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Tuesday's Ivory Coast Ghana 4Q23 Taiwan China
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CNBC - 1 Taiwan Semiconductor - 1 Holdings - 1 Wall - 1 Bank of America - 1 Bank of America's - 1 KKR - 1 Apollo Global Management - 1

Search resuls for: "Morgan Stanley's Hamza Fodderwala"


4 mentions found


☆ Wednesday's analyst calls: Strong chipmaker play for 2024, Chinese e-commerce stock a top pick
  + stars: | 2023-11-29 | by ( Alex Harring Fred Imbert | Alex Harring | Fred Imbert | ) www.cnbc.com   time to read: +12 min
Bernstein named Taiwan Semiconductor a "best idea" for 2024, raising its price target on the stock. — Alex Harring 7:01 a.m. In addition to the best-pick honor, analyst Steve Scala has an outperform rating and $86 price target. Analyst Michael Lavery downgraded the stock to neutral from overweight and slashed his price target by $40 to $200. ET: Morgan Stanley hikes PDD price target, calls stock a top pick following earnings Morgan Stanley named Chinese e-commerce name PDD Holdings a top pick following its latest quarterly earnings report.
Persons: Bernstein, Morgan Stanley, LSEG, Bank of America's Tal Liani, Morgan Stanley's Hamza Fodderwala, Alex Harring, Craig Siegenthaler, Blackstone, That's, — Alex Harring, Ken Hoexter, Hoexter, TD Cowen, Steve Scala, Scala, Jefferies, John Colantuoni, bode, Colantuoni, Neil Beveridge, Josh Silverstein, Silverstein, JMP, Baldwin, Mitch Germain, Germain doesn't, Germain, Piper Sandler, Michael Lavery, Lavery, elasticities, HSY's, Hershey, Eddy Wang, Wang, Mark Li, Li, — Fred Imbert Organizations: CNBC, Taiwan Semiconductor, Holdings, Wall, Bank of America, Bank of America's, KKR, Apollo Global Management, Pacific, Transport, AstraZeneca, pharma, Airbnb, Toyota, UBS, Exxon Mobil, Natural Resources, Exxon Mobil's, Hershey, PDD, U.S, LSEG, Commerce, PDD's U.S, Apple, Huawei Locations: Tuesday's, Ivory Coast, Ghana, 4Q23, Taiwan, China
☆ Here's what analysts are saying after Palo Alto Networks' second-quarter earnings
  + stars: | 2023-08-21 | by ( Brian Evans | ) www.cnbc.com   time to read: +2 min
Wall Street analysts are riding high after Palo Alto Networks' earnings beat. Goldman Sachs' Gabriela Borges reiterated a buy rating on Palo Alto Networks and raised her price target to $274 from $254. PANW 1D mountain Palo Alto Networks added more than 15% on Monday. Elsewhere, Morgan Stanley's Hamza Fodderwala restated an overweight rating as well as a top pick label in a Monday note. The analyst raised his price target to $304 from $302, which implies 45% upside from Friday's close.
Persons: Goldman Sachs, Gabriela Borges, Borges, Brad Zelnick, Zelnick, Morgan Stanley's Hamza Fodderwala, Fodderwala, Michael Bloom Organizations: Palo Alto Networks, Networks, Deutsche Bank
☆ A.I. could serve as the next major catalyst for these cybersecurity stocks. Here’s why
  + stars: | 2023-04-23 | by ( Samantha Subin | ) www.cnbc.com   time to read: +7 min
While a major headache for customers and businesses alike, the emergence of sophisticated AI attacks could serve as a major boon for cloud companies operating in the cybersecurity space. For many years, cybersecurity cloud companies have harnessed AI and machine learning to stop attacks, monitor suspicious activity and protect businesses. .IXIC YTD mountain Nasdaq Composite so far this year As investors dip back into the technology sector, cybersecurity stocks across have risen across the board, with the First Trust NASDAQ Cybersecurity ETF (CIBR) up about 7.5% this year. Cybersecurity providers CrowdStrike and Palo Alto Networks are up 25.6% and 38.5%, respectively, year to date. "The basket of cloud and cybersecurity stocks offers something for everyone," Eyal said.
☆ This cybersecurity stock could be one of the next under-the-radar A.I. plays, analysts say
  + stars: | 2023-02-23 | by ( Samantha Subin | ) www.cnbc.com   time to read: +2 min
But don't underestimate Palo Alto Networks as one of the next big AI plays, at least in the enterprise space, some analysts say. Analysts this week highlighted the cybersecurity provider and its central AI role on the heels of a strong earnings report and guidance lift that pushed shares up more than 12% during Wednesday's trading session. The drive for AI resources has overtaken Wall Street in recent weeks after the blowout launch of ChatGPT in late 2022. During an earnings call with analysts this week, CEO Nikesh Arora commented on Palo Alto Networks AI push, calling the software company one of the "best positioned" to utilize machine learning to enhance security. Along with a slew of cybersecurity and software names, Baird's Shrenik Kothari also named Palo Alto Networks a top AI pick , citing its use of machine learning to detect and respond to security threats.
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