Gabriela Borges

Goldman Sachs said in a research note published Thursday it viewed the increased government spending on cybersecurity to serve as a catalyst for cybersecurity stocks such as FireEye Inc (NASDAQ: FEYE), Cyberark Software Ltd (NASDAQ: CYBR) and Palo Alto Networks Inc (NYSE: PANW). 2–5% Revenue...

Palo Alto Networks Inc (NYSE: PANW) reported its Q4FY16 results with the revenue beating the consensus and raised the FY17 product revenue growth guidance. Goldman Sachs’ Gabriela Borges reiterated a Buy rating on the company, while raising the price target from $165 to $175. Q4 Results The...

Goldman Sachs’ Gabriela Borges believes, given that Lifelock Inc (NYSE: LOCK) shares have recovered to their pre-litigation levels, “the potential for fundamental stabilization and strategic optionality/possible M&A is already reflected in valuation.” Borges initiated coverage...

Goldman Sachs’ Gabriela Borges believes Symantec Corporation (NASDAQ: SYMC) is implementing various changes to optimize its business for stable profitability, “catalyzed” by the acquisition of Blue Coat and with a new board and management team. Borges reinitiated coverage of the...

Following the 27 percent rise in the share price of Cyberark Software Ltd (NASDAQ: CYBR) since March 21, Goldman Sachs’ Gabriela Borges believes there are “more opportunities in other Security stocks over the next 12 months.” Borges downgraded the rating on the company from Buy to...

Goldman Sachs maintained its Buy rating on Cyberark Software Ltd (NASDAQ: CYBR) as it sees a strong runway for the company to expand both within existing customers and at new customers with greenfield privileged access adoption. "Importantly, we do not believe that the sequential decline...

Palo Alto Networks Inc (NYSE: PANW) reported its 3QFY revenues above the estimate and consensus, with in-line EPS. Goldman Sachs’ Gabriela Borges maintains a Buy rating on the company, while lowering the price target from $188 to $165. 3Q Results “There were moving pieces to the quarter...

Goldman Sachs' Gabriela Borges initiated Secureworks Corp (NASDAQ: SCWX) at Buy with a price target of $17.50. "We believe Secureworks is uniquely positioned to gain [market] share at the intersection of two secularly growing verticals: security and IT outsourcing/managed service" Borges said. The...

Goldman Sachs’ Gabriela Borges launched coverage on Security with an Attractive view. She said that chances of spending growth stabilizing or reaccelerating in 2017 were high, and this could be a good time to buy stocks. Analyst Gabriela Borges mentioned the following factors that support...