ATTENTION: TECHNOLOGY INVESTORS

Tech Earnings Profile: Next-Gen Tech Infrastructure Suite

4 Tech Stocks Reporting Tomorrow

Editor's Note:

With major tech earnings in focus this week, including Fortinet and Onto Innovation's upcoming reports, I wanted to highlight a crucial development. A presentation just crossed my desk from one of our trusted partners that breaks down the AI-driven transformation reshaping the tech sector. Their analysis covers semiconductor demand, cybersecurity trends, and emerging opportunities in enterprise AI - particularly relevant given the companies reporting today. "AI Menace"

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Earnings Calendar Block 1 - February 6, 2025
FTNT
Fortinet, Inc.
February 6 After Market
Market Cap
$78.78B
P/E: 51.65x
Price Target
$107.50
+4.59% Upside
YTD Return
+55.52%
vs S&P: +2.22%
Street Rating
Hold4 Analysts
Recent: Baird ↓
Watch For
FortiGate SD-WAN performance, Services segment growth, Lacework acquisition impact, AI security adoption rates. Focus on billings guidance and SASE market share gains.
VRSN
VeriSign, Inc.
February 6 After Market
Market Cap
$21.00B
P/E: 25.47x
Price Target
$250.00
+14.42% Upside
Recent Action
Buffett +474k
$94M Investment
Street Rating
Buy2 Analysts
Consensus: Strong
Watch For
Domain registration growth rates, pricing power sustainability, contract renewal terms. Buffett increased position significantly. Management commentary on international expansion.
×

Data Sources

Market Data

  • Stock prices and market data: Yahoo Finance
  • Analyst ratings and price targets: TipRanks
  • Company financials: SEC Filings (10-K, 10-Q)
  • Trading metrics: Barchart.com

Company Information

  • Earnings dates and times: Company IR websites
  • News and updates: Official press releases
  • Analyst coverage: Research reports
  • Consensus estimates: Zacks Investment Research
Editor's Note: 

This presentation just crossed my desk from one of our most trusted partners, and I have to say - it's a must-watch.

The DOGE agenda (nine stocks to buy)

Every investor in America is trying to figure out what Musk will do in Washington, D.C. in the coming weeks. One Boston based think tank – who has studied Elon's work for decades – is stepping forward to share what they've found. They believe his TRUE plan is far more radical than anyone realizes.

It could change the way you live, work, get paid, and collect Social Security...AND could make more people rich than all of Elon's previous ventures – PUT TOGETHER. Full story here.

Earnings Calendar Block 2 - February 6, 2025
ONTO
Onto Innovation Inc.
February 6 After Market
Market Cap
$9.91B
P/E: 54.06x
Price Target
$250.00
+24.66% Upside
Recent Win
$69M Deal
DRAM Customer
Street Rating
Buy5 Analysts
PT Range: $230-$275
Watch For
Updates on $69M DRAM manufacturer deal, inventory reduction progress, Lumina acquisition impact. Focus on advanced packaging market and semiconductor industry demand trends.
G
Genpact Limited
February 6 After Market
Market Cap
$8.71B
P/E: 13.56x
Dividend Yield
1.24%
Next: Dec 23
YTD Return
+42.54%
vs S&P: +2.22%
Street Rating
Buy4 Analysts
PT: $51.25 (+3.83%)
Watch For
AI Gigafactory initiative progress, Service-as-Agentic-Solutions adoption metrics, enterprise AI implementation updates. Recently named Horizon-3 Market Leader for generative enterprise services.
×

Data Sources

Market Data

  • Stock prices and market data: Yahoo Finance
  • Analyst ratings and price targets: TipRanks
  • Company financials: SEC Filings (10-K, 10-Q)
  • Trading metrics: Barchart.com

Company Information

  • Earnings dates and times: Company IR websites
  • News and updates: Official press releases
  • Analyst coverage: Research reports
  • Consensus estimates: Zacks Investment Research
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