2025-06-13-Jefferies-邀请_美国东部时间上午11点与杰富瑞首席信息安全官进行电话会议_6页_82kb

Equity Research Summary

Conference Call Details

• Date: 2025-06-13, 11:00 AM ET (Friday)
• Speakers: Joseph Gallo (Jefferies Software Analyst) and Jerry Kowalski (Chief Information Security Officer)
• Topics: Cybersecurity trends, IT budgets for the second half of 2025, with investor Q&A included.
• Registration: Available via provided link.

Investment Information

• Ratings: Jefferies rates securities as Buy, Hold, or Underperform based on expected total returns and stock performance.
• Examples: Check Point Software Technologies Ltd. ($222.95, BUY), Microsoft Corporation ($478.87, BUY), CrowdStrike Holdings (CRWD: $481.73, BUY).
• Rating Distribution: 60.48% Buy, 35.19% Hold, 4.33% Underperform in recent counts.
• Other: Covers companies like Fortinet, Palo Alto Networks, and others with various ratings.

Key Elements

• Cybersecurity discussions focus on emerging trends and budget allocations.
• Investment risks noted, including market volatility and potential currency impacts.
• Valuation uses methodologies like DCF, EBITDA, and P/E ratios.