Baird, Fortinet and Cloudflare

Baird downgrades CrowdStrike, Fortinet, and Cloudflare
Baird analysts downgrade several names in the cybersecurity space, including CrowdStrike (CRWD), Fortinet (FTNT), and Cloudflare (NET). Julie Hyman and Josh Lipton take a closer look at the analyst note and outline what investors need to know.
CrowdStrike, Cloudflare and Fortinet see rating cuts at Baird on valuation
Baird downgraded three cybersecurity and infrastructure software stocks Cloudflare (NYSE:NET), CrowdStrike (NASDAQ:CRWD) and Fortinet (NASDAQ:FTNT) to Neutral from Outperform citing valuation. Shares of Cloudflare fell about 3%,
Baird downgrades internet security stocks on valuation
CrowdStrike Holdings Inc (NASDAQ:CRWD), and Fortinet Inc (NASDAQ:FTNT), to "Neutral" given their stretched valuations.
Robert W. Baird downgrades Cloudflare (NET) to a Hold
Cloudflare (NET – Research Report) received a Hold rating and price target from Robert W. Baird analyst Shrenik Kothari yesterday. The
Cloudflare Stock Dips On Baird Downgrade Flagging Overvaluation: Retail Shrugs It Off
Shares of Cloudflare Inc. (NET) fell nearly 4% in morning trade on Monday as analysts at Baird identified some near-term risks to high-multiple names. According to TheFly, Baird analysts underscored that 2025 could bring some prudence as far as the growth outlook for security stocks is concerned.
Baird cuts Cloudflare stock rating, raises price target to $140
Baird analysts adjusted their stance on Cloudflare Inc . (NYSE: NYSE:NET), moving the stock rating from Outperform to Neutral, despite increasing the price target to $140 from $125. The revision follows a strong performance by Cloudflare,
CrowdStrike Stock Hits Record High Following DeepSeek Cyberattack
Key Takeaways CrowdStrike Holdings shares hit a record intraday high Tuesday after a cyberattack hit Chinese AI startup ...
CrowdStrike Holdings (CRWD) Receives a New Rating from a Top Analyst
CrowdStrike Holdings (CRWD – Research Report) received a Hold rating and price target from Robert W. Baird analyst Shrenik Kothari yesterday.
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Top 8 outages of 2024
Cisco subsidiary ThousandEyes released its list of the most notable Internet outages and application issues of last year, ...
Breakfast News: AI Model Showdown
Microsoft ( MSFT 2.91%) and OpenAI are reportedly investigating suspicions DeepSeek built its new AI app by the back door.
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Cloudflare, CyberArk see price targets raised at JMP ahead of earnings
CrowdStrike (CRWD) and Palo Alto Networks ... CyberArk is slated to report its fourth-quarter results on Feb. 13, while Cloudflare will report on Feb. 6.