2025-06-10-Jefferies-邀请_美国东部时间6月13日上午11点与杰富瑞首席信息安全官举行电话会议_6页_77kb

Equity Research Summary

The report is from Jefferies LLC dated June 10, 2025, focusing on software equity research. It includes an invitation for a conference call with Jefferies' Chief Information Security Officer, Jerry Kowalski, scheduled for June 13, 2025, at 11:00 AM ET, to discuss the cybersecurity landscape. The analyst, Joseph Gallo, provides investment recommendations, with ratings such as Buy, Hold, and Underperform. Key Buy-rated companies include Check Point Software Technologies Ltd., CrowdStrike Holdings, Inc., Microsoft Corporation, Palo Alto Networks, and Zscaler, Inc., while Fortinet is Hold-rated. Risks involve market volatility, regulatory disclosures, and conflicts of interest. Valuation methodology considers factors like market capitalization, growth, and expected returns. For full disclosures, refer to pages 2-6 of the report.