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Investing.com -- The software sector is catching a major tailwind today, fueled by a noticeable rotation out of semiconductor stocks and into high-growth enterprise tech. Microsoft’s (NASDAQ: MSFT) strong pre-market rally—driven by a massive $90 billion Q4 print and 43% Azure growth—has ignited a broader bid across the iShares Expanded Tech-Software Sector ETF.
Fortinet (FTNT) delivered earnings and revenue surprises of +20.00% and +8.62%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Palo Alto Networks is expected to announce its fourth-quarter earnings soon, and Wall Street forecasts a double-digit rise in its bottom line.
Cybersecurity stocks' lofty valuations warrant caution ahead of upcoming quarterly results, especial
Alphabet, Tesla, and Intel are among the key companies reporting their second-quarter results later this week.
A bad day for International Business Machines has turned into great day for CrowdStrike Holdings and other cybersecurity companies. The reason why seems to be a short reference about cybersecurity in a letter to shareholders from IBM CEO Arvind Krishna. Krishna discussed how IBM clients in June shifted quarterly capital spending toward servers, storage, and memory purchases ahead of expected price increases.
A bad day for International Business Machines has turned into great day for CrowdStrike Holdings and other cybersecurity companies. The reason why seems to be a short reference about cybersecurity in a letter to shareholders from IBM CEO Arvind Krishna. Krishna discussed how IBM clients in June shifted quarterly capital spending toward servers, storage, and memory purchases ahead of expected price increases.
Morningstar called AVGO one of its top tech picks, forecasting nearly $200 billion in AI revenue by fiscal 2028.
Palo Alto Networks (NASDAQ:PANW) delivered stronger-than-expected fiscal third-quarter 2026 results and increased its full-year earnings guidance, supported by growing demand for artificial intelligence-focused cybersecurity products and the integration of recently acquired businesses. Despite the earnings beat and improved outlook, the stock reversed early gains and was down 4.
Palo Alto Networks Inc (PANW) reports a stellar Q3 with 60% growth in Next Generation Security ARR and significant advancements in AI-driven network security solutions.
Moby summary of Palo Alto Networks, Inc.'s Q3 2026 earnings call
Palo Alto Networks (NASDAQ:PANW) reported what executives described as a record fiscal third quarter, with results exceeding guidance across key metrics as the company cited stronger organic bookings, momentum from its platformization strategy and rising demand tied to artificial intelligence securi
Hamza Fodderwala: I am Hamza Fodderwala, Senior Vice President of Investor Relations and Strategic Finance. With me on today's call to discuss our fiscal third quarter results are Nikesh Arora, our Chairman and Chief Executive Officer and Dipak Golechha, our chief financial officer, Following our prepared remarks, Lee Klarich, our chief product and technology officer and board member, will join us for the question and answer portion. While there, please click on the link for quarterly results to find the Q3 26 supplemental financials information and Q3 26 earnings presentation, During the course of today's call, we will be making forward looking statements and projections regarding the company's business operations, and financial performance as well as the company's recent acquisitions.
While the top- and bottom-line numbers for Palo Alto (PANW) give a sense of how the business performed in the quarter ended April 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Palo Alto stock popped amid fiscal Q3 earnings and revenue that beat Wall Street targets as key financial metrics also topped expectations.
CrowdStrike is set to report earnings Wednesday afternoon, with the stock seen potentially extending its record rally following the results.
Palo Alto Networks reports earnings Tuesday as the cybersecurity company integrates CyberArk and positions itself to secure AI agents across enterprise networks.
S&P 500 companies' quarterly earnings growth held steady at nearly 28% compared with financials repo
Cybersecurity platform provider Palo Alto Networks (NASDAQ:PANW) will be reporting results this Tuesday after market close. Here’s what to expect.
Palo Alto Networks is set to report earnings Tuesday afternoon, with traders expecting a sizable move in the cybersecurity stock that could push it to new highs.
Okta (OKTA) delivered earnings and revenue surprises of +6.75% and +1.82%, respectively, for the quarter ended April 2026. Do the numbers hold clues to what lies ahead for the stock?
Wall Street’s technology stocks looked set to lead markets higher again on Wednesday as investors piled further into the artificial intelligence trade and global equity benchmarks hit fresh record highs. Futures for the Nasdaq 100 were up 0.6% ahead of the opening bell, while contracts for...
Zscaler (ZS) delivered earnings and revenue surprises of +7.73% and +1.88%, respectively, for the quarter ended April 2026. Do the numbers hold clues to what lies ahead for the stock?
CrowdStrike, Snowflake, Palo Alto Get Bullish Calls Ahead of Earnings
The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +0.77%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.75%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.73%. June E-mini S&P futures (ESM26 ) rose +0.78%, and June E-mini Nasdaq futures...
Qualys (QLYS) delivered earnings and revenue surprises of +8.03% and +1.26%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
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