$Cloudflare(NET.US)$ $Zscaler(ZS.US)$ $Fortinet(FTNT.US)$ I was looking at the sector again today and would welcome any thoughts. It seems as though CrowdStrike (CRWD) has a larger portfolio of products across the space and CloudFlare (NET) distinguishes itself by its focus on internet security although from investor decks they also project Zero Trust Network Infrastructure to be a larger portion of revenue in coming years. Zscaler (ZS) it seems focuses on more mid-sized business it seems and actually offers an integrated product with Zscaler + CrowdStrike:
I suppose my questions are:
NET's revenue growth has been constant around 50% for several years. Management actually guided down to 37% for the next quarter but most people seem to have dismissed? What is the market pricing in?
ZS Rev growth seemed to slow but is back up around 60%. What happened? What is the biggest risk to these stocks more broadly?
Broadly how to think of these stocks?

The advantage of closing the store is to immediately stop the loss of financial data to recover quickly, the disadvantage is to damage the past valuation logic, this is very well understood, stage proof that the company has reached the market ceiling. This is a tragedy. So it's hard to see if this expansion is over until the epidemic is over. $HAIDILAO(06862.HK)$

The two-week COP26 climate summit is underway today in Glasgow, Alt energy has significantly lagged the S&P 500 year-to-date, but has meaningfully outperformed over the last month.
The $iShares Global Clean Energy ETF(ICLN.US)$ is down 13.4%, but up 9.1% in the last month.
Its top holdings in order are $VESTAS WIND ADR(VWDRY.US)$ , $Enphase Energy(ENPH.US)$ , $ORSTED A/S UNSP ADR EACH REPR 0.333 ORD SHS(DNNGY.US)$ , $Consolidated Edison(ED.US)$ and $Plug Power(PLUG.US)$ .
The $Invesco Solar ETF(TAN.US)$ is down 8.3% year to date and up 14.8% in the last month.
It has the biggest holding in $SolarEdge Technologies(SEDG.US)$ at 11%, followed by Enphase, First Solar, Xinyi Solar and $Daqo New Energy(DQ.US)$ .
The $First Trust Nasdaq Clean Edge Green Energy Index Fund(QCLN.US)$ is up 3.4% year to date and up 11.5% in the last month.
$Tesla(TSLA.US)$ is the top holding at 10.3%, followed by $NIO Inc(NIO.US)$ , $Albemarle(ALB.US)$ and $ON Semiconductor(ON.US)$ .

What's target price and how to use them?
Target price measure the expected performance of a stock during a given time period. Investment firms and analysts often use ratings to provide a stock recommendations to general public.
Analysts conclude the rating and target price after completing comprehensive research on companies’ financial statements, communicating customer and executives , and all other forms of research.
Let's take a look at what are the top stocks on different platforms and their target prices for 10/26.
The following stocks are provided by S&P 500 Movers for Monday (10/25)
The current stock price of $Tesla(TSLA.US)$ is $1024.86, while its highest target price is $1206.00. The highest target price still indicates a 17.67% upside potential. Average target price of the company has been rising since July.
The current stock price of $Moderna(MRNA.US)$ is $349.56, while its average target price is $333.23. The average target price indicates a 4.67% downside potential. Average target price of the company has been trending up since July.
The current stock price of $Nucor(NUE.US)$ is $109.42, while its average target price is $108.09. The average target price also equals the target price. Average target price of the company has dropped this month.
The current stock price of $Etsy Inc(ETSY.US)$ is $252.57, while its average target price is $230.23. The average target price indicates a 8.85% downside potential. Average target price of the company has been mostly flat since July.
The current stock price of $Freeport-McMoRan(FCX.US)$ is $39.34, while its average target price is $42.58. The average target price indicates a 8.24% upside potential. Average target price of the company has been trending downward since July.
The current stock price of $Ball Corp(BLL.US)$ is $87.48, while its average target price is $103.00. The average target price indicates a 17.74% upside potential. Average target price of the company has been mostly flat since July.
The current stock price of $Henry Schein(HSIC.US)$ is $76.21, while its average target price is $84.10. The average target price indicates a 10.35% upside potential. Average target price of the company has been trending up since July.
The current stock price of $Otis Worldwide(OTIS.US)$ is $81.86, while its average target price is $94.77. The average target price indicates a 15.77% upside potential. Average target price of the company has been lower since the sharp rises in August.
The current stock price of $American Express(AXP.US)$ is $182.31, while its average target price is $187.98. The average target price indicates a 3.11% upside potential. Average target price of the company has been rising since July.
A price target is only an analyst's projection of a stock's future price. These projection are based on analysts' research and analysts could be wrong too.
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