Gabriela Borges

Zscaler Inc (NASDAQ: ZS) shares tanked in premarket trading on Tuesday, after the company reported its first quarter results for fiscal 2024. The stock did manage to rebound in the morning. The results came amid an exciting earnings season. Here are some key analyst takeaways from the earnings...

Shares of DigitalOcean Holdings Inc (NYSE: DOCN) were climbing in early trading on Tuesday, along with other big stocks moving higher. The stock has underperformed year to date, likely due to “a cyclical normalization in cloud optimization spending” and the ongoing management transition...

Shares of Palantir Technologies Inc (NYSE: PLTR) tanked in early trading on Tuesday, even after the company reported strong second-quarter results. The results came amid an exciting earnings season. Here are some key analyst takeaways from the earnings release. Raymond James analyst Brian Gesuale...

Shares of Palantir Technologies Inc (NYSE: PLTR) spiked in early trading on Monday, after the company reported its fourth-quarter results. Morgan Stanley on Palantir Technologies Analyst Keith Weiss maintained an Equal-Weight rating and price target of $8. “Palantir again delivered a slight...

Fortinet Inc (NASDAQ: FTNT) investors missed out on the market rally on Friday after the stock got a high-profile Wall Street downgrade. The Analyst Goldman Sachs analyst Gabriela Borges downgraded Fortinet from Buy to Sell and lowered her price target from $95 to $59. The Thesis According to...

Sailpoint Technologies Holdings Inc (NYSE: SAIL), a provider of on-premises or cloud-based identity and access management solutions, has a strong competitive positioning but valuation prompted an analyst at Goldman Sachs to stay on the sidelines. The Analyst Analyst Gabriela Borges initiated...

Mimecast Ltd (NASDAQ: MIME), an email and data security company, has endeared itself to an analyst at Goldman Sachs, who premised her positive opinion on three factors. The Analyst Gabriela Borges upgraded Mimecast from Neutral to Buy, with a 12-month price target of $53, suggesting 20 percent...

Shares of engineering simulation software company ANSYS, Inc. (NASDAQ: ANSS) are likely to outperform, according to Goldman Sachs.  The Analyst Analyst Gabriela Borges upgraded Ansys from Neutral to Buy and increased the price target to $207. The Thesis Ansys is the most...

The analyst quiet period on Zscaler Inc. (NASDAQ: ZS) is over, and several analysts initiated coverage of the newly public stock this week. Here’s an overview of what Wall Street thinks of the cloud-based IT security company. Voices From The Street Goldman Sachs analyst Gabriela Borges...

Sometimes even Wall Street's top analysts are wrong. Since Goldman Sachs downgraded Proofpoint Inc (NASDAQ: PFPT) in late March to a bearish rating, the stock has returned 60 percent. The Analyst Goldman Sachs' Gabriela Borges upgraded Proofpoint from Sell to Neutral with a price...

Network vendor Palo Alto Networks Inc (NYSE: PANW) has earned raving reviews from Goldman Sachs, with the firm touting it to be the best-of-breed network security vendor. Notwithstanding the positive opinion, the firm downgraded shares. The Analyst Goldman Sachs analyst Gabriela Borges...

BlackBerry Ltd (NASDAQ: BBRY) shares are up 32 percent in 2017 as investors have cheered the company’s transition from hardware to software, its focus on mobile security, its improving balance sheet and its positioning in the next-generation auto industry. However, without a positive catalyst...

FireEye Inc (NASDAQ: FEYE) is going through several meaningful business model and product transitions, which Goldman Sachs’ Gabriela Borges believes could create medium-term risk to the stock and expectations. Borges downgraded the rating on the company from Neutral to Sell, while lowering...

Goldman Sachs sees network security companies' shares to come under pressure in the immediate term after Fortinet Inc (NASDAQ: FTNT) reduced its forecast for the third quarter. The companies included in the sector check were: Symantec Corporation (NASDAQ: SYMC), Proofpoint Inc (NASDAQ: PFPT), Palo...

Goldman Sachs removed Fortinet Inc (NASDAQ: FTNT) from its conviction list, although it maintains its Buy rating. The action follows the company issuing a warning on Tuesday. Underestimating Risks Analyst Gabriela Borges noted that she had underestimated the risks associated with the company's...