Malik Ahmed Khan, CFA

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Ahead of Earnings, Is Alphabet Stock a Buy, a Sell, or Fairly Valued?

Malik Ahmed Khan, CFA Jul 17, 2026

Kimi 3.0 Might Be a DeepSeek Moment; We’d Buy Several Cloud Computing Companies

Malik Ahmed Khan, CFA Jul 17, 2026

Alphabet: Shares Sell Off on Artificial Intelligence Talent Exits; We See a Buying Opportunity

Malik Ahmed Khan, CFA Jun 23, 2026

CrowdStrike Earnings: Impressive Results Lifted by AI and Vendor Consolidation

Malik Ahmed Khan, CFA Jun 4, 2026

Palo Alto Earnings: Broad-Based Demand Drives a Strong Quarter and Outlook

Malik Ahmed Khan, CFA Jun 3, 2026

Company Reports

More From Malik Ahmed Khan

Alphabet: We See the Equity Raise as a Further Vote of Confidence in AI Monetization and Returns

We view the market’s reaction, sending shares down 4%, as an overreaction.

Malik Ahmed Khan, CFA Jun 2, 2026

Zscaler Earnings: Disappointing Early Look at 2027 as Shares Sell Off

We’ve lowered our fair value estimate of Zscaler stock.

Malik Ahmed Khan, CFA May 27, 2026

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

With AI increasing Google Cloud and Gemini API sales, here’s what we think of Alphabet stock.

Malik Ahmed Khan, CFA May 7, 2026

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

We believe Meta has all the right ingredients to make the AI return on investment work.

Malik Ahmed Khan, CFA May 6, 2026

Meta Earnings: Ad Sales Growth Continues to Accelerate Even as AI Costs Mount

We think Meta stock is moderately undervalued.

Malik Ahmed Khan, CFA Apr 30, 2026

Alphabet Earnings: AI Propels Business Across Segments, Cloud Is Brightest

We think Alphabet stock is fairly valued.

Malik Ahmed Khan, CFA Apr 30, 2026

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

With another high-performing quarter expected, here’s what we think of Meta stock.

Malik Ahmed Khan, CFA Apr 23, 2026

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

From AI integration to capital expenditure increases, here’s what we expect in Alphabet’s earnings report.

Malik Ahmed Khan, CFA Apr 22, 2026

Meta: Muse Models May Just Be the Spark That the Firm Needed in AI Model Development

We think Meta stock is moderately undervalued.

Malik Ahmed Khan, CFA Apr 9, 2026

Meta: Legal Headwinds Grow but We Think the Firm Can Weather the Storm

We maintain our fair value estimate for Meta stock.

Malik Ahmed Khan, CFA Mar 27, 2026

How AI Is Creating Net New Markets, Especially for Cybersecurity

And which companies we think could rise to the top of the AI evolution.

David Sekera, CFA Mar 24, 2026

3 Cybersecurity Stocks to Invest In as AI Reshapes Industries

And why this industry in particular stands to benefit from AI disruption.

David Sekera, CFA Mar 19, 2026

Moat, Valuation, and Uncertainty Changes as We Reassess Our Cybersecurity Coverage With AI In Mind

Our update on select stocks from the Software - Infrastructure industry.

Malik Ahmed Khan, CFA Mar 6, 2026

CrowdStrike Earnings: Widening Platform Continues to Gain Traction; Fair Value Raised

We think CrowdStrike Holdings stock is fairly valued.

Malik Ahmed Khan, CFA Mar 4, 2026

Meta: Chip Deal with AMD Provides More Color on the Firm’s Multivendor Silicon Strategy

We think that as 2026 progresses, investors will be able to see clear returns on Meta’s artificial intelligence investments.

Malik Ahmed Khan, CFA Feb 24, 2026

Anthropic’s Claude Code Security Release Is Not Bad News for Cyber Stocks

We believe cyber vendors will be able to adopt LLMs for their benefit.

Malik Ahmed Khan, CFA Feb 23, 2026

Palo Alto Earnings: We See Continued Traction on Platformization

The firm’s multi-platform product lineup aligns well with customers seeking to consolidate spending with fewer vendors.

Malik Ahmed Khan, CFA Feb 18, 2026

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

With strong fourth-quarter earnings and AI integration, here’s what we think of Alphabet stock.

Malik Ahmed Khan, CFA Feb 11, 2026

Snap Earnings: High-Margin Products Like Snapchat+ Drive Improved Platform Monetization

We maintain our fair value estimate for Snapchat stock.

Malik Ahmed Khan, CFA Feb 5, 2026

Alphabet Earnings: Continued Momentum on Cloud and Search as Capital Expenses Set to Mount

We think Alphabet stock is fairly valued.

Malik Ahmed Khan, CFA Feb 5, 2026

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

With a fourth-quarter sales outperformance and leveraged AI investment, here’s what we think of Meta stock.

Malik Ahmed Khan, CFA Feb 4, 2026

Meta Earnings: Strong End to 2025 as AI Monetization Begins to Show

We think Meta stock is moderately undervalued.

Malik Ahmed Khan, CFA Jan 29, 2026

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

From cloud computing growth to AI monetization, here’s what we’re looking for in Alphabet’s upcoming earnings report.

Malik Ahmed Khan, CFA Jan 28, 2026

Undervalued by 17%, This Industry Leader’s Stock Is a Buy for 2026

Here’s a wide-moat company with strong secular tailwinds in a promising industry—and an attractive stock price, too.

Malik Ahmed Khan, CFA Jan 8, 2026

Meta: Manus Purchase Makes Sense

Manus’ automation-led prowess is likely to be a key piece of Meta’s next AI model launch.

Malik Ahmed Khan, CFA Dec 31, 2025

Malik Ahmed Khan, CFA, is a senior equity analyst, 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 also holds the Chartered Financial Analyst® designation.

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