Zscaler ZS reported strong second-quarter earnings, with the firm’s revenue growing 23% year over year to $648 million and an adjusted operating margin of 22%, up 210 basis points year over year. The ...

We maintain our $213 per share fair value estimate for narrow-moat Zscaler after the firm reported fiscal third-quarter earnings with sales and profitability exceeding the firm’s prior guidance. Along ...

Medicare has recently endorsed the concept of “fit-for-purpose” (FFP) studies to support ongoing evidence generation as a condition of coverage for selected emerging medical products. In part 1 of ...

I reiterate my buy rating for SentinelOne due to its robust revenue and ARR growth, particularly from larger enterprise customers. Emerging products like Purple AI and AI Security Posture Management ...

When Medicare coverage for a drug, device, or other medical technology is conditioned on additional evidence development, several important policy questions arise: What will be the utility of the ...