NasdaqGS:ZS
NasdaqGS:ZSSoftware

Assessing Zscaler (ZS) Valuation After Mizuho Upgrade And New AI Security Leadership Moves

Mizuho’s recent upgrade of Zscaler (ZS) to Outperform, together with the appointment of new Chief Marketing Officer Sunil Frida and fresh CEO commentary on AI driven cyber threats, has put the stock back in focus. See our latest analysis for Zscaler. At a share price of $222.76, Zscaler has seen a year to date share price return of 0.99%, with a 30 day share price return of an 8.21% decline and a 90 day share price return of a 29.03% decline, even as recent news around the Mizuho upgrade,...
NYSE:CVNA
NYSE:CVNASpecialty Retail

Will Rapid EPS Growth and Margin Gains Change Carvana's (CVNA) Narrative?

In recent updates, Carvana reported that retail units sold have risen at an average annual rate of 31.4%, while earnings per share grew 38.5% annually over the past three years, alongside a significant improvement in free cash flow margin. These trends point to greater operational efficiency and financial flexibility, raising questions about how much further the company can build on its online used-car model. We’ll now explore how this acceleration in earnings per share growth and margin...
NYSE:UGI
NYSE:UGIGas Utilities

A Look At UGI (UGI) Valuation After Recent Share Price Momentum And Earnings Reassessment

Why UGI is on investors’ radar today Without a specific news headline driving attention, UGI (NYSE:UGI) is drawing interest as investors reassess this diversified energy distributor’s recent share performance, fundamentals, and valuation signals, using the latest return and earnings data as a reference point. See our latest analysis for UGI. UGI’s share price at US$37.75 sits against a backdrop of a 90 day share price return of 16.66%, while its 1 year total shareholder return of 38.94% hints...
NYSE:PSTG
NYSE:PSTGTech

How Investors May Respond To Pure Storage (PSTG) Emerging As An AI-Optimized Storage Partner For NVIDIA

In recent months, Pure Storage has been highlighted as a software-defined, AI-optimized storage leader, winning major hyperscale roles with partners such as NVIDIA and Meta while earning top marks from Gartner for its all-flash enterprise platforms. This growing recognition for high-density, low-power flash solutions tailored to AI workloads underlines Pure Storage’s importance in powering the modern AI data center stack. Next, we’ll examine how Pure Storage’s growing role in AI-optimized...
NasdaqGS:GOOGL
NasdaqGS:GOOGLInteractive Media and Services

Cloud AI Update - Domain-Specific GenAI Revolutionizes Technical Industries

Recent developments in Cloud AI highlight the growing trend towards domain-specific generative AI (GenAI) models, which are set to revolutionize complex industries by providing tailored, high-precision solutions. Articul8 has successfully deployed its domain-specific GenAI platform on Google Cloud for a leading semiconductor company in Santa Clara, showcasing its ability to accelerate product development cycles and enhance go-to-market strategies through precise, multimodal intelligence. This...