Malik Ahmed Khan, CFA | Morningstar

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Raising Fair Value for Meta Stock on AI and Ad Leadership

Malik Ahmed Khan, CFA Sep 20, 2024

Is Zscaler Stock a Buy After Earnings?

Malik Ahmed Khan, CFA Sep 16, 2024

After Earnings, Is CrowdStrike Stock a Buy, a Sell, or Fairly Valued?

Malik Ahmed Khan, CFA Sep 9, 2024

Zscaler Earnings: Weak Outlook for Fiscal 2025 Doesn’t Diminish Our Long-Term View

Malik Ahmed Khan, CFA Sep 4, 2024

Okta Earnings: Macro Headwinds Continue to Impact Sales Motion Even as Profitability Grows

Malik Ahmed Khan, CFA Aug 29, 2024

Company Reports

More From Malik Ahmed Khan

CrowdStrike Earnings: Despite Headwinds, We Believe Falcon Is Poised for Long-Term Success

We are not as pessimistic as the market about the impact of July’s IT outage on CrowdStrike stock.

Malik Ahmed Khan, CFA Aug 29, 2024

Alphabet: Raising Fair Value Estimate Despite Regulatory Pressure

We see strength across search, AI, video, and cloud computing, and think Alphabet stock is undervalued.

Malik Ahmed Khan, CFA Aug 21, 2024

After Earnings, Is Palantir Stock a Buy, a Sell, or Fairly Valued?

With robust growth in US commercial and government sectors and success with AIP driving customer conversions, here’s what we think of Palantir stock.

Malik Ahmed Khan, CFA Aug 13, 2024

Uber Earnings: Bookings Growth Dovetails With Improved Profitability in the Second Quarter

Against a bearish backdrop, we were impressed that Uber continued to execute well on its business model.

Malik Ahmed Khan, CFA Aug 6, 2024

Palantir Earnings: AI Momentum Lifts Sales and Guidance

Raising our fair value estimate for the stock, which rose sharply in premarket trading.

Malik Ahmed Khan, CFA Aug 6, 2024

Going Into Earnings, Is Palantir Stock a Buy, a Sell, or Fairly Valued?

Watching customer adoption on Palantir’s AI platform.

Malik Ahmed Khan, CFA Jul 26, 2024

CrowdStrike: We Don’t Share Market’s View, Firm Remains High-Quality

We now view CrowdStrike’s stock as marginally undervalued.

Malik Ahmed Khan, CFA Jul 24, 2024

CrowdStrike Selloff a Buying Opportunity After Outage

Despite credible response to global tech outage, CrowdStrike stock slides.

Malik Ahmed Khan, CFA Jul 22, 2024

After Earnings, Is CrowdStrike Stock a Buy, a Sell, or Fairly Valued?

With strong execution but a stretched valuation, here’s Morningstar’s take on CrowdStrike stock.

Malik Ahmed Khan, CFA Jun 14, 2024

After Earnings, Is Zscaler Stock a Buy, a Sell, or Fairly Valued?

With strong growth in emerging pro, here’s what we think of Zscaler’s stock.

Malik Ahmed Khan, CFA Jun 5, 2024

Zscaler Earnings: Impressive Traction in Emerging Products Drives Sales Growth for the Quarter

With strong execution, we feel Zscaler stock is undervalued.

Malik Ahmed Khan, CFA May 31, 2024

After Earnings, Is Uber Stock a Buy, a Sell, or Fairly Valued?

With strong bookings growth and Strategic Partnerships, Here’s Our Take on Uber Stock

Malik Ahmed Khan, CFA May 21, 2024

After Earnings, Is Lyft Stock a Buy, a Sell, or Fairly Valued?

With strong upside in bookings and efficiency initiatives, here’s our take on Lyft stock.

Malik Ahmed Khan, CFA May 17, 2024

After Earnings, Is Palantir Stock a Buy, a Sell, or Fairly Valued?

With continued demand for commercial software solutions, here’s what we think of Palantir stock.

Malik Ahmed Khan, CFA May 10, 2024

Uber Earnings: Network Effect Continues to Drive Profitable Growth for Uber

As in previous quarters, we view Uber as being on top of its game.

Malik Ahmed Khan, CFA May 8, 2024

Palantir Earnings: AI Platform Drives Strong Start to 2024

Shares remain overvalued despite stock selloff in after-hours trading.

Malik Ahmed Khan, CFA May 7, 2024

Cognizant Earnings: Improved Profitability Buttresses Results as Customer Spending Remains Muted

We continue to view Cognizant as a moaty IT service vendor with a strong growth and margin profile.

Malik Ahmed Khan, CFA May 2, 2024

Going Into Earnings, Is Palantir Stock a Buy, a Sell, or Fairly Valued?

Watching for progress on AI efforts, here’s what we think of Palantir stock.

Malik Ahmed Khan, CFA Apr 26, 2024

After Earnings, Is Zscaler Stock a Buy, a Sell, or Fairly Valued?

With continued top-line growth, here’s what we think of Zscaler stock.

Malik Ahmed Khan, CFA Mar 7, 2024

Zscaler Earnings: Robust Sales Growth and Improved Profitability Underscore a Solid Quarter

We’ve raised our fair value estimate for Zscaler stock.

Malik Ahmed Khan, CFA Mar 1, 2024

After Earnings, Is Palantir Stock a Buy, a Sell, or Fairly Valued?

With strong momentum for the artificial intelligence platform, here’s what we think of Palantir’s stock.

Malik Ahmed Khan, CFA Feb 13, 2024

Cognizant Earnings: Firm Focuses On Profitability as Top-Line Expansion Slows

We continue to view Cognizant as materially undervalued.

Malik Ahmed Khan, CFA Feb 7, 2024

Palantir Stock Surges After Earnings as AI Sales Impress

Fair value estimate for the stock raised to $15 after strong quarter, but shares are now overvalued.

Malik Ahmed Khan, CFA Feb 6, 2024

Going Into Earnings, Is Palantir Stock a Buy, a Sell, or Fairly Valued?

With expectations on billings and customer additions, here’s what we think of Palantir stock.

Malik Ahmed Khan, CFA Feb 2, 2024

After Earnings, Is Zscaler Stock a Buy, a Sell, or Fairly Valued?

With strong underlying drivers and earnings, here’s what we think of Zscaler stock.

Malik Ahmed Khan, CFA Dec 8, 2023

More About Malik Ahmed Khan

Malik Ahmed Khan, CFA, is an equity analyst, AM Technology, for Morningstar*. He covers the cybersecurity space, including large cap security companies such as Palo Alto, CrowdStrike, Fortinet, and Zscaler. Alongside cybersecurity, Khan also covers a small group of software companies such as Datadog, Palantir, and Dynatrace.

Before joining Morningstar Equity Research in 2020, Khan worked as a financial product specialist on the commodities and energy team.

Khan holds a bachelor's degree in mathematics and economics from Kenyon College. He was awarded the Chartered Financial Analyst (CFA) charter in 2023.

* Morningstar Research Services LLC (“Morningstar”) is a wholly owned subsidiary of Morningstar, Inc

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