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Zscaler posted a clean earnings beat and still sent the whole cybersecurity sector into retreat, raising an uncomfortable question about whether even the strongest growth numbers can justify where these stocks are priced right now.

The cybersecurity company posted adjusted earnings of $1.19 a share on revenue of $898.2 million, beating Wall Street expectations.
Palo Alto Networks Shares Slip as $1 Trillion AI Cybersecurity Risk Comes Into Focus

The Dow Jones and Nasdaq 100 fell below their 50-day lines as oil prices jumped. Dell, Palo Alto and Credo were earnings movers late.

Palo Alto stock rose amid fiscal Q4 earnings and revenue that topped estimates while the cybersecurity firm's fiscal 2027 guidance came in above views.
US equity futures were edging lower pre-bell Tuesday as concerns about inflation and higher oil pric
Investing.com -- Analysts at Citi downgraded shares of SentinelOne and Netskope to Hold from Buy, saying the stocks have rallied sharply since April and now reflect expectations for a near-term demand inflection that may take longer to materialize.
In March 2023, China opened its first-ever cybersecurity review into a foreign company’s products. The target was Micron, the Idaho-based memory chipmaker, CNBC reported, and the case ended seven weeks later with a ban on the sale of its products to Chinese state infrastructure operators. That ...
Shares of CrowdStrike (NASDAQ:CRWD) are down 8% in early Thursday trading, changing hands near $679 after Wednesday’s close of $747.61. The move marks the cybersecurity leader’s worst single-day drop in about 22 months, despite a fiscal Q1 2027 earnings beat and a raised outlook. Cybersecurity peer Palo Alto Networks (NASDAQ:PANW) is dipping modestly in sympathy, ... CrowdStrike Sinks 9% as Earnings Beat Falls Short of Lofty Expectations, Weighing on Palo Alto Networks
CrowdStrike shares slid 11% in Thursday's premarket trading after the cybersecurity firm's annual recurring revenue (ARR) growth failed to impress investors expecting a boost from AI investments. The stock had rallied 60% in May. CrowdStrike's ARR grew 22% year-over-year to $4.44 billion, of which $193.8 million of net new ARR was added in the first quarter.
The stock market hit new highs amid a win streak. AI and metals led while Google tested support. Palo Alto jumped late on earnings.
Check Point Software Technologies on Thursday reported first quarter earnings that topped estimates while revenue and billings missed Wall Street targets. CHKP stock fell on the news. The cybersecurity firm reported earnings before the market open.


