
ZS' Q4 earnings and revenues top estimates as rising platform adoption, AI demand and broad geographic growth drive 25% revenue growth and stronger ARR.
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ZS' Q4 earnings and revenues top estimates as rising platform adoption, AI demand and broad geographic growth drive 25% revenue growth and stronger ARR.

MongoDB crushed estimates and lifted guidance, then watched investors punish the stock anyway. The reason comes down to a single line buried in the earnings report that separates what the company reported from what it actually earned.

Palo Alto Networks' Q4 earnings beat estimates as revenues rise 34%, fueled by broad platform growth, record adoption and a 63% jump in NGS ARR.

Adjusted earnings per share were $1.02, up from 95 cents last year, ahead of Wall Street projections of 98 cents.

CEO Nikesh Arora says legacy security systems can't handle AI-speed attacks, calling it a long-term growth driver for the industry

The cybersecurity company posted $3.41 billion in revenue and $1.02 adjusted EPS, both above estimates, but its stock fell in after-hours trading
Palo Alto Networks beat quarterly earnings and revenue expectations, while Next-Generation Security ARR jumped 63% year over year.

Palo Alto Networks Inc (NYSE:PANW, XETRA:5AP) reported fiscal fourth-quarter revenue and profit that topped analyst estimates, as the cybersecurity company closed out its fiscal year with a nearly $1 billion jump in net new next-generation security annual recurring revenue. Revenue came in at...
The company continues to benefit from higher cybersecurity priority as enterprises deploy AI.

Synopsys beats Q3 estimates as EDA and Ansys fuel strong growth, while higher margins and an upgraded fiscal 2026 outlook add momentum.

The S&P 500 Index ($SPX ) (SPY ) is up by +0.39% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.08%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.84%. E-mini S&P futures (ESU26 ) are up +0.30%, and September E-mini...

Okta and CrowdStrike both crushed earnings, but one stock is surging nearly twice as hard as the other despite posting slower growth and a troubling dip in a key bookings metric.

The cybersecurity companies are benefiting from AI adoption that is driving demand for security products.
Qualys (QLYS) delivered earnings and revenue surprises of +11.24% and +2.06%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
On June 25, 2026, BlackBerry reported impressive earnings, driven by its booming QNX unit.
Palo Alto Networks, a Barron’s stock pick, dropped after earnings—a rare occurrence recently. The cybersecurity software stock, which we recommended in late April on the basis that it would weather the artificial intelligence storm, dropped 5.6% Wednesday. Palo Alto, too, is seeing some profit-taking.
CrowdStrike Holdings stock was falling late Wednesday despite better-than-expected first-quarter results from the cybersecurity company. CrowdStrike reported adjusted earnings of $1.10 a share on revenue of $1.39 billion. “In Q1, the worlds of cybersecurity and frontier AI collided: this was the Mythos moment,” CEO George Kurtz said in the earnings release.
Investing.com -- Cybersecurity giant Palo Alto Networks reported upbeat fiscal third-quarter 2026 results, driven by surging demand for AI-focused security solutions and contributions from recent acquisitions.
Palo Alto Networks Inc (NYSE:PANW, XETRA:5AP) shares rose more than 10% in after-hours trading on Tuesday after the cybersecurity company reported fiscal third quarter results that exceeded Wall Street expectations and issued stronger-than-expected earnings guidance for the current...
Shares rocketed over 20%, marked by a hefty double beat on revenue and earnings.
Check Point (CHKP) delivered earnings and revenue surprises of +3.52% and -0.62%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
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