Key Takeaways OKTA's AI-powered identity tools and innovations like Cross App Access support enterprise AI adoption. AVGO's infrastructure software revenue rose 25% in Q2, driven by VMware conversions and AI demand. OKTA's valuation is lower than AVGO's, with steady earnings growth and strong customer expansion momentum.Broadcom (AVGO) and Okta (OKTA) are key providers of security software solutions for enterprises. AVGO offers Endpoint Security (Symantec and Carbon Black), Network Security, Information S ...

Market Overview - The broader equity markets have shown a steady uptrend as investors remain optimistic despite tariff threats from President Trump on 14 countries, including Japan and South Korea [1] - Investors are hopeful for a mutually beneficial solution to avoid market turmoil as they look forward to a busy earnings season [1][2] Trade Relations - Positive discussions between U.S.-China diplomats regarding trade tariffs and potential peace talks between U.S. officials and Iran have contributed to market stability [2] - Investors are awaiting clarity on interest rate cuts with inflation data expected to be released soon [2] Investment Strategy - Investors are advised to focus on "cash cow" stocks that provide higher returns, emphasizing the importance of attractive efficiency ratios like return on equity (ROE) [3] - High ROE indicates effective reinvestment of cash at a high rate of return, distinguishing profitable companies from less efficient ones [4][5] Stock Screening Parameters - Stocks are screened based on criteria including cash flow greater than $1 billion and ROE exceeding industry averages [6] - Additional metrics include Price/Cash Flow lower than industry average and Return on Assets (ROA) greater than industry average [7] Featured Stocks - **Walt Disney**: Long-term earnings growth expectation of 11.8% with a trailing four-quarter earnings surprise of 16.4% on average, Zacks Rank 2 [8][9] - **TE Connectivity**: Long-term earnings growth expectation of 9.8% with a trailing four-quarter earnings surprise of 3.3% on average, Zacks Rank 2 [10][11] - **Fortinet**: Long-term earnings growth expectation of 13.4% with a trailing four-quarter earnings surprise of 23.8% on average, Zacks Rank 2 [12][13] - **Banco Bilbao**: Long-term earnings growth expectation of 5.5% with a trailing four-quarter earnings surprise of 6.3% on average, Zacks Rank 1 [13][14] - **Colgate-Palmolive**: Long-term earnings growth expectation of 5.2% with a trailing four-quarter earnings surprise of 4% on average, Zacks Rank 2 [14][15]

Core Insights - Zscaler (ZS) and Qualys (QLYS) are significant players in the cybersecurity sector, both competing in the vulnerability management space [1][2] - The cybersecurity market is expected to grow at a CAGR of 12.63% from 2025 to 2030, driven by increasing cyberattacks [2] Zscaler Overview - Zscaler provides a wide range of enterprise network security solutions, including web security, antivirus, and vulnerability management [4] - The company integrates over 150 data sources for unified vulnerability management, enhancing automation in risk mitigation [5] - Zscaler is focusing on privileged access security due to digital transformation trends and has a diverse industry presence, which helps mitigate macroeconomic risks [6] - The integration of AI in Zscaler's offerings enhances its capabilities in threat detection and mitigation [7] - However, rising sales and marketing expenses, along with increased R&D investment, are leading to margin compression, with fiscal 2025 earnings projected at $3.18 per share, a decline of 0.31% year-over-year [8][10] Qualys Overview - Qualys is a leader in Vulnerability Management, Detection and Response (VMDR) solutions, with a growing customer base and product enhancements [11] - The company has a strong channel partner program that accelerates revenue growth, particularly through cloud-based security solutions [12] - Qualys reported a 16% year-over-year growth in international revenue, indicating successful organic expansion [13] - The total addressable market for Qualys is projected to reach $72 billion by 2027, growing at approximately 13% annually [14] - Fiscal 2025 revenues for Qualys are estimated at $652.2 million, reflecting a year-over-year increase of 7.34%, with earnings projected at $6.17 per share, a growth of 0.65% [15] Stock Performance and Valuation - Year-to-date, Zscaler shares have returned 68%, while Qualys shares have returned 1.2% [17] - Zscaler trades at a forward sales multiple of 15.21X, above the industry average of 14.77X, while Qualys trades at a lower multiple of 7.69X [19] - Qualys is currently rated as a Zacks Rank 1 (Strong Buy), making it a more attractive investment compared to Zscaler, which holds a Zacks Rank 3 (Hold) [20]

Core Insights - Zacks Premium provides tools for investors to enhance their stock market engagement and confidence through daily updates, research reports, and stock screens [1][2] Zacks Style Scores - Zacks Style Scores rate stocks based on value, growth, and momentum, serving as complementary indicators to the Zacks Rank [2][3] - Stocks are rated from A to F, with A indicating the highest potential for outperforming the market [3] Value Score - The Value Style Score focuses on identifying undervalued stocks using financial ratios such as P/E, PEG, and Price/Sales [3] Growth Score - The Growth Style Score assesses a company's financial health and future outlook based on projected and historical earnings, sales, and cash flow [4] Momentum Score - The Momentum Style Score identifies optimal times to invest based on price trends and earnings estimate changes [5] VGM Score - The VGM Score combines all three Style Scores, providing a comprehensive indicator for selecting stocks with attractive value, growth potential, and momentum [6] Zacks Rank - The Zacks Rank is a proprietary model that utilizes earnings estimate revisions to guide investors in building successful portfolios [7] - Stocks rated 1 (Strong Buy) have historically achieved an average annual return of +25.41% since 1988, significantly outperforming the S&P 500 [8] Stock Selection Strategy - Investors are encouraged to select stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B for optimal success [10] - Stocks with lower ranks, even with high Style Scores, may still face downward price trends [11] Company Spotlight: Fortinet (FTNT) - Fortinet, a network security solutions provider, holds a Zacks Rank of 2 (Buy) and a VGM Score of B [12] - The company has a Momentum Style Score of A, with shares increasing by 5.9% over the past four weeks [12] - Recent upward revisions in earnings estimates for fiscal 2025 have led to a consensus estimate increase of $0.03 to $2.47 per share, with an average earnings surprise of 23.8% [13]

【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不 对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担 全部责任。邮箱：news_center@staff.hexun.com 36氪获悉，专注推动网络与安全融合的全球性综合网络安全解决方案供应商Fortinet于近日公布2025年 第一季度财报。财报显示，第一季度营收15.4亿美元，同比增长13.8%；GAAP营业利润4.538亿美元； GAAP净利润4.334亿美元，非GAAP净利润4.523亿美元。 • 营收 15.4 亿美元，较去年同期增长 13.8% • 服务收入 10.8 亿美元，较去年同期增长 14.4% • 产品收入 4.591 亿美元，较去年同期增长 12.3%。 • 账单收入 16 亿美元，较去年同期增长 13.5%。 • GAAP 营业利润 4.538 亿美元 • GAAP 营业利润率 29.5% • GAAP 净利润 4.334 亿美元 • GAAP 每股摊薄净收益 0.56 美元 • 非 GAAP 营业利润 5.262 亿美元 • 非 GAAP 营业利润率 ...

Core Viewpoint - Fortinet (FTNT) is positioned well to continue its trend of beating earnings estimates, with a strong history of performance in the Zacks Security industry [1][5]. Earnings Performance - In the most recent quarter, Fortinet reported earnings of $0.74 per share, exceeding the expected $0.60 per share, resulting in a surprise of 23.33% [2]. - For the previous quarter, Fortinet's earnings were $0.63 per share against an expectation of $0.51 per share, leading to a surprise of 23.53% [2]. Earnings Estimates and Predictions - There has been a favorable change in earnings estimates for Fortinet, with a positive Earnings ESP (Expected Surprise Prediction) indicating potential for another earnings beat [5][8]. - The current Earnings ESP for Fortinet is +3.77%, suggesting analysts have recently become more optimistic about the company's earnings prospects [8]. Zacks Rank and Success Rate - Fortinet holds a Zacks Rank of 3 (Hold), which, when combined with a positive Earnings ESP, indicates a high likelihood of a positive surprise, with historical data showing nearly 70% success in such cases [6][8]. - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, reflecting the latest analyst revisions before earnings releases [7].

网络安全防护方面，菏泽联通启动高等级安全防护机制，强化网络安全监测预警。部署先进的网络安全防护设备，对网络攻击、数据泄 露等风险进行24小时实时监测与分析。组建网络安全应急响应小组，制定详细应急预案，开展模拟演练，确保在突发网络安全事件时能 够快速响应、高效处置。同时，加强对用户个人信息保护，严格规范数据管理流程，防止用户信息泄露，守护用户网络信息安全。 齐鲁晚报.齐鲁壹点宋秋梅通讯员陈芳 五一假期，出行、消费、娱乐等活动迎来高峰，网络使用需求激增。为保障市民及游客畅享稳定、安全的网络服务，菏泽联通充分发挥 技术与服务优势，提前谋划、周密部署，以全方位、多层次举措筑牢网络安全屏障，为五一期间网络平稳运行保驾护航。 在网络基础设施保障方面，菏泽联通组织专业技术团队对全市核心机房、基站、传输线路等网络设备开展拉网式巡检。利用智能监控系 统实时监测设备运行状态，对老旧设备进行升级维护，及时排查潜在隐患，确保网络"主动脉"畅通无阻。针对景区、商圈、交通枢纽等 人员密集区域，通过扩容基站容量、优化网络参数、增派应急通信车等方式，提升网络承载能力，有效应对节假日网络流量高峰。 服务保障方面，菏泽联通优化客户服务流程，五一 ...