Friday’s First Moves: CRWD & ZS Pirce Target Hikes, HUM Upgrade

over 1% for the week. So watch those smalls in the meantime. First moves we're looking at some of the movers here. And I'm joined now by Diing Hall looking at Humana and see how that is this morning. Good morning. Good morning to you. So shares of Humanare heating up this morning. And this is off the back of some welcome news withd to with regard to better than expectedatings. It's a metric that Wall Street pays attention to. These are star ratings fe government, the centers for Medicare and Medicaid Services. They released their 2027 star ngt turnaround for the health insurer.ou can see that reflected in how shares are trading, rallying more than 15% now, adding to the gains that we've seen so far this year. So under this they' got a five star or excuse me, four star rating rather in many of their plans. So 95% company says of its Me Advantage members are now enrolled in plans rated four stars or higher. It's a major win for Humana, whi couple of years ago had seen a sharp ratings decline. Now, again this year, it has been a big gainer. We've watched a lot these healthcare names gain ground this year. N why does this matter? This is obviously a follow the money story for Medicare Advantage a privately administered alternative to Medicare. The federal government grades these know, kind of like how we look at the Ubers. It's five star. Everybody wants a five star rating for as good as well. Really good. So it's based on factors like quali care, customer service,atient outcomes. Here it can translate into billions of dollars in additional revenue across the industry here. So Medicare Advantage quality bonuses this year are expected to total than 13 billion. So better ratings can strengthen Humana's future revenue here and itabilitf what Wall Street's response you got, Baird upgrading H off the back of this. They've upgraded it to outperform from neutral. This comes on the heels of this ratings announcement from the government. They've r their price target all the way up to 596. That's up from 390, an increase of more than 50% greater confidence inhey ha humanity ability to generate more than $35 in adjusted earnings per. And by 2028, three key drivers the star ratings, the Medicare Advantage star ratings, pricing, and benefit decisions that they believe can protect profitability and expecta That growth in Medicare ntage cow nationally. So the big picture here is that humanity's on the upswing as a result of this and new 52 wehs. There we go. This guidance and bringing up otherames in the group. I was g this article while you were talking Teva Pharmaceuticals and Ali Healthcare. So the group is doing very well today. But it's Humana that i star up about 15% right now. Let's get to here to the CrowdStrikes. Yeah another bullish call from for CrowdStrike here. Needham is boosting price target on CrowdStrike up to 310. That's up from 250 It's keeping a buy rating ons. It implies abou 18% upside from recent levels. This is allut its flex offering and the possibility of this creating additional businesses. Needham flex is a way to just simplify purchasing. Help customers adopt more CrowdStrike Falcon cybersecurity platform. So in other words, the hurdles to adopt and purchase security tools they think can be overcome by customers andelp them, you know, just kind of make it easier to use the Falcon platform. Additional demand obviously can support more growth, more durable growth. And the one challenge pd could slow growth later. But it doesn't seem like that's a big concern here. We're seeing shares of CrowdStrike rise more than 1.5% right now. Now keep in mind, shares of CrowdStrike have been a big winner. When we talk abo year over year basis, and just over the past year, they've gaine than 100%. Okay. And last but not least, let check out Zscaler this morning. So sticking with the, you know, kind of cybersecurity identity management and all that kind of thing, we used to have to use Zscaler every day to kind of jump on our system. You got citizens increasing the price targets. So thiss another bullish view on the cybersecurity space. They've raised their price target on Zscaler for over at citizens to 265. That's up from 210. They maintain an outperform rating essentially the equivalent of a buy rating. They point to Zscaler investor Day. They said it helped address concerns that had been weighing on the stock, beit hasn't performed to the same degree that we've seen, for instance, like CrowdStrike and others in this space. Butthd of helped put these things to bed. strengthened the confidence the company's growth outlook. Keep in mind, Zscad reaffirmed their fiscal 2027 guidance. They like that signals that the expectations remain intact throughout any transitions that it's goingough. So sees an opportunity here for Zscaler. Okay tha Diane.