External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

Equity Bottom-Up

Rubrik, Inc. operates as a cloud data management and data security company. The Company offers a platform which helps enterprises to achieve resilience against cyber-attacks, malicious insiders, operational disruptions, cloud mobility, and regulatory compliance. Rubrik serves government, health care, legal, and financial industries worldwide.

<ul><li>Rubrik is positioned to dominate the security-aware cloud data backup market with their cybersecurity combined with cross-cloud immutable data backup solutions.</li><li>Despite trading below its IPO price due to market sentiment against software stocks, Rubrik's strong fundamentals and growth potential make it an attractive investment opportunity.</li><li>Co-founders Bipul Sinha and Arvind Jain have a successful track record in the tech industry, and Rubrik's stock is expected to follow the path of dominant software companies like MDB, NOW, CRM, WDAY, DDOG, and CRWD, with potential for significant growth over the next 3 to 10 years.</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

Rubrik is positioned to dominate the security-aware cloud data backup market with their cybersecurity combined with cross-cloud immutable data backup solutions.Despite trading below its IPO price due to market sentiment against software stocks, Rubrik's strong fundamentals and growth potential make it an attractive investment opportunity.Co-founders Bipul Sinha and Arvind Jain have a successful track record in the tech industry, and Rubrik's stock is expected to follow the path of dominant software companies like MDB, NOW, CRM, WDAY, DDOG, and CRWD, with potential for significant growth over the next 3 to 10 years.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

BlackBerry Limited designs, manufactures, and markets wireless solutions for the worldwide mobile communications market. The Company provides platforms and solutions for access to email, phone, SMS messaging, Internet, and Intranet-based applications.

<ul><li>BlackBerry, a software company specializing in security software and services, recently discussed its financial results for the first quarter of fiscal year 2025.</li><li>The company remains committed to its strategy, focusing on enhancing its Internet of Things (IoT) and cybersecurity divisions and driving cost efficiencies.</li><li>Despite facing industry headwinds and the challenge of elongated sales cycles, BlackBerry's performance this quarter reflects a robust operational momentum and strategic execution.</li></ul>

BlackBerry, a software company specializing in security software and services, recently discussed its financial results for the first quarter of fiscal year 2025.The company remains committed to its strategy, focusing on enhancing its Internet of Things (IoT) and cybersecurity divisions and driving cost efficiencies.Despite facing industry headwinds and the challenge of elongated sales cycles, BlackBerry's performance this quarter reflects a robust operational momentum and strategic execution.

BlackBerry Limited: Strategic Business Growth & Focus on IoT and Cybersecurity Driving Our 'Buy' Rating! - Major Drivers

Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

Taiwan Semiconductor (TSMC) / Equity Bottom-Up

Taiwan Semiconductor Manufacturing Company, Ltd. manufactures and markets integrated circuits. The Company provides the following services: wafer manufacturing, wafer probing, assembly and testing, mask production, and design services. TSMC's ICs are used in computer, communication, consumer electronics, automotive, and industrial equipment industries.

<ul><li>TSMC and government cyber security measures are discussed at Security Summit, highlighting the importance of protecting sensitive data.</li><li>Experts advise diligence and patience for Taiwan's B5G satellite program as it encounters obstacles, emphasizing the need for strategic planning.</li><li>Japan's diamond semiconductor technology expected to be applied practically by 2025-2030, showing promising advancements in semiconductor industry.</li></ul>

TSMC and government cyber security measures are discussed at Security Summit, highlighting the importance of protecting sensitive data.Experts advise diligence and patience for Taiwan's B5G satellite program as it encounters obstacles, emphasizing the need for strategic planning.Japan's diamond semiconductor technology expected to be applied practically by 2025-2030, showing promising advancements in semiconductor industry.

Tech Supply Chain Tracker (28-Sep-2024): Security Summit covers TSMC, gov cyber sec

Palo Alto Networks, Inc. provides network security solutions. The Company offers firewalls that identify and control applications, scan content to stop threats, prevent data leakage, integrated application, user, and content visibility. Palo Alto Networks serves customers worldwide.

<ul><li>Palo Alto Networks' fiscal fourth quarter 2024 earnings announcement underscores both strides and challenges in the cybersecurity landscape, reflecting a dynamic sector intensively engaged with technological advancements and emerging threats.</li><li>Chairman and CEO Nikesh Arora detailed the company's response to significant cybersecurity threats, including ransomware and public data extortion, emphasizing a heightened focus on AI and platformization to simplify client security architectures.</li><li>Financially, Palo Alto Networks reported exceeding its quarterly revenue and EPS guidance.</li></ul>

Palo Alto Networks' fiscal fourth quarter 2024 earnings announcement underscores both strides and challenges in the cybersecurity landscape, reflecting a dynamic sector intensively engaged with technological advancements and emerging threats.Chairman and CEO Nikesh Arora detailed the company's response to significant cybersecurity threats, including ransomware and public data extortion, emphasizing a heightened focus on AI and platformization to simplify client security architectures.Financially, Palo Alto Networks reported exceeding its quarterly revenue and EPS guidance.

Palo Alto Networks' Bold Shift: Can AI-Driven Security Keep Up with Cyber Threats?

Zscaler, Inc. operates as a security software company. The Company offers cloud-based platform that provides web and mobile security, threat protection, cloud application visibility, and networking solutions. Zscaler serves clients worldwide.

<ul><li>Zscaler is actively expanding and executing within the rapidly evolving cybersecurity market.</li><li>Recent developments highlight the company’s strong financial performance and strategic positioning as it continues to capitalize on growing demand for advanced security solutions.</li><li>Zscaler posted robust financial results, showcasing a 30% year-over-year growth in revenue, underscoring the increasing market demand and customer adoption of its solutions.</li></ul>

Zscaler is actively expanding and executing within the rapidly evolving cybersecurity market.Recent developments highlight the company’s strong financial performance and strategic positioning as it continues to capitalize on growing demand for advanced security solutions.Zscaler posted robust financial results, showcasing a 30% year-over-year growth in revenue, underscoring the increasing market demand and customer adoption of its solutions.

Zscaler Inc.: Expansion into Emerging Product Lines Driving Our Bullish Rating! - Major Drivers