Information Technology
Systems Software
6 companies under coverage.
Coverage
Systems Software
Equity Research
Microsoft Corporation (MSFT)
The bull case — 'AI Supercycle' (7% weight) — targets $620, +66% vs spot. It needs the multiple to hold or expand.
Equity Research
ServiceNow Inc. (NOW)
The bull case — 'Bull — AI Monetizes' (13% weight) — targets $140, +41% vs spot. It needs the multiple to hold or expand.
Equity Research
Gen Digital Inc. (GEN)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $43, +73% vs spot. It needs the multiple to hold or expand.
Equity Research
Crowdstrike Holdings Inc (CRWD)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $1,435, +88% vs spot. It needs the multiple to hold or expand.
Equity Research
Fortinet Inc (FTNT)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $272, +77% vs spot. It needs the multiple to hold or expand.
Equity Research
Palo Alto Networks (PANW)
The bull case — 'ME Bull' (20% weight) — targets $360, +6% vs spot. It needs the multiple to hold or expand.