GBA Presents: House of Gummy-!

Discussion in 'Stocks' started by stonedinvestor, May 13, 2023.

  1. #11851     Jan 10, 2024
  2. #11852     Jan 10, 2024
  3. #11853     Jan 10, 2024
  4. Masimo sees FY24 EPS $3.44-$3.60, consensus $3.08 » 08:09 MASI
     
    #11854     Jan 10, 2024
  5. There are almost too many Cyber security stocks now. When I invested in Sentenel 1 there were far fewer I feel./

    One thing to keep in mind is Varonis is a cyber security stock. I often confuse this name with another tech name... (some Ted stk)

    Varonis Systems (NASDAQ:VRNS) stands out in the cybersecurity sector for providing cutting-edge data security solutions. These offerings position it as a reliable investment for portfolio protection in 2024.

    Despite a slight $1 million decrease in total revenue, from $123.3 million in 2022 to $122.3 million in the third quarter of 2023, the company demonstrates resilience with notable highlights.

    Subscription revenues increased from $96.1 million to $97.7 million, contributing to an impressive 16% year-over-year growth in Annual Recurring Revenues (ARR), totaling $517.5 million. Additionally, Varonis exhibited operational efficiency with a strong cash position of $731.5 million, generating $49.0 million in cash flow during the nine months ending on Sept. 30, 2023.

    Notably, leadership has created strategic initiatives that underscore their commitment to staying at the forefront of the cybersecurity landscape. Some key recent initiatives include repurchasing shares, integrating with Salesforce Shield (NYSE:CRM) for advanced threat detection, and expanding globally with data centers in Canada and the United Kingdom.

    A comprehensive development is Varonis’s full coverage for Microsoft 365 (NASDAQ:MSFT), effectively addressing the issue of email security. By extending their patented data classification technology to emails, attachments, and calendar events, Varonis enables organizations to proactively reduce their email attack surface, prevent data leakage, and mitigate the risk of generative artificial intelligence.

    Varonis’s recognition as the recipient of the Most Outstanding Innovation in Data Security Posture Management (DSPM) award from Cyber Defense Magazine attests to the company’s innovative contributions to the cybersecurity field.
     
    #11855     Jan 10, 2024
  6. Varonis price target raised by $10 at Morgan Stanley, here's why » 06:55 VRNS

    Just one of many upgrades in the space today)
     
    #11856     Jan 10, 2024
  7. Citi opens 'negative catalyst watch' on Robinhood into SEC rules » 06:42 HOOD

    Hummmmmmmmmmm
     
    #11857     Jan 10, 2024
  8. Howmet Aerospace upgraded to Buy from Hold at Truist » 06:12 HWM

    2nd upgrade in a week-- would be a good earn play*** Check for date.

    XPO also good earn play<--*******
     
    #11858     Jan 10, 2024
  9. SoFi Technologies price target raised to $10 from $8 at Barclays » 06:07 SOFI

    Mister Car Wash initiated with bullish view at Wells Fargo, here's why » 05:47 MCW

    China cracked Apple AirDrop to identify message senders, Bloomberg reports » 05:45 AAPL

    eBay transferred with Sell rating at Goldman Sachs » 04:29 EBAY

    Etsy just downgraded at Goldman Sachs, » 04:27 ETSY

    Chewy price target lowered to $36 from $40 at Goldman Sachs » 04:30 CHWY

    Goldman analyst grumpy-
     
    #11859     Jan 10, 2024
  10. We need to put together both our " Space GBA picks " & our " liquid & citrus " picks.

    for the space side--

    Description
    Astronics Corporation, through its subsidiaries, designs and manufactures products for the aerospace, defense, and electronics industries in the United States, rest of North America, Asia, Europe, South America, and internationally. The company operates in two segments, Aerospace and Test Systems. The Aerospace segment offers lighting and safety systems, electrical power generation systems, distribution and seat motions systems, aircraft structures, avionics products, system certification, and other products. This segment serves airframe manufacturers (OEM) that build aircraft for the commercial, military, and general aviation markets; suppliers to OEMs; and aircraft operators, such as airlines; suppliers to the aircraft operators; and branches of the U.S. Department of Defense. The Test Systems segment designs, develops, manufactures, and maintains automated test systems that support the aerospace and defense, and mass transit industries, as well as training and simulation devices for commercial and military applications. It serves OEMs and prime government contractors for electronics and military products. The company was incorporated in 1968 and is headquartered in East Aurora, New York.
     
    #11860     Jan 10, 2024