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Fortinet stock is trading just below a buy point after a strong week for cybersecurity stocks. Shares are attempting to break above resistance around 170.
CrowdStrike and Palo Alto Networks have both roughly doubled this year, but an AI safety scare just sent them in opposite directions against Wall Street's consensus targets, raising a pointed question about which one still has room to run.
Cloudflare (NET) stock has gained about 45% in three months while the S&P 500 returned 2.8%, and sits at the top of its 52-week range. That price is paying for more than the growth: a business Cloudflare has only started to build, charging AI agents for the requests they send.
J.P. Morgan sees CrowdStrike, Palo Alto Networks, Okta, Zscaler, and Varonis benefiting as AI adoption drives greater demand for cybersecurity.
The company's security franchise is expanding, but reported and adjusted earnings tell materially different stories.
Cybersecurity stocks rallied Monday as AI warnings fueled expectations of higher security spending, with threat protection provider CrowdStrike Holdings Inc (NASDAQ:CRWD) rising 15.42% to $238.63. Anthropic chief executive Dario Amodei urged slower artificial intelligence development in a...
AI safety warnings from two frontier lab CEOs sent shockwaves through chipmakers over the weekend, but cybersecurity stocks are telling a completely different story about what those warnings mean for the threat environment ahead.
Fortinet's SASE momentum, AI-driven demand and lower valuation make it a stronger cybersecurity pick than Palo Alto Networks.
CrowdStrike (CRWD) stock rose about 97% over the past year, against 18% for the S&P 500, as growth in the recurring revenue it adds each quarter sped up. Management was forecasting that speed-up by March 2025 and named one mechanism: Falcon Flex customers using up their contracts early and coming back for more. The direction was public. The size of the fiscal 2027 speed-up was not.
Fortinet's premium P/S faces scrutiny, but raised 2026 guidance, AI-security demand and expanding margins support buying now.
A security partnership with OpenAI sent Cloudflare shares surging while cybersecurity giants CrowdStrike and Palo Alto sat out the rally entirely, raising a pointed question about which AI security narrative investors actually believe.
Palo Alto Networks' XSIAM ARR surges 70% in fiscal 2026 as platform adoption, multi-module use and AI security demand fuel growth.
ZS' Z-Flex tops $1.7 billion in fiscal 2026 TCV, lifting customer ARR nearly 30% as flexible contracts support broader platform adoption.
Wall Street returns from summer vacation to a market suddenly bracing for a rate hike, with fresh analyst calls on Intel, Lockheed Martin, Amgen, and SpaceX adding more pressure points to an already tense week.
Palo Alto Networks' SASE momentum and AI-driven demand support growth, but rising costs and a premium valuation warrant caution.
SanDisk Corp. (NASDAQ:SNDK) rallied for a third consecutive day on Friday, jumping 11.9 percent to close at $1,740 apiece as investors gobbled up shares ahead of its addition to the S&P 100 index later this month. As part of its latest quarterly index rebalancing, the S&P Dow Jones Indices announced that SanDisk Corp. (NASDAQ:SNDK) will […]
Palo Alto stock is riding some nice cybersecurity tailwinds.
ZS' Q4 earnings and revenues top estimates as rising platform adoption, AI demand and broad geographic growth drive 25% revenue growth and stronger ARR.
Palo Alto (PANW) witnesses a hammer chart pattern, indicating support found by the stock after losing some value lately. This coupled with an upward trend in earnings estimate revisions could mean a trend reversal for the stock in the near term.
Artificial intelligence (AI) adoption is fueling a surge in demand for advanced cybersecurity software.
The cybersecurity giant beat every key metric and still got hammered. One analyst thinks the market got this one wrong.
Palo Alto Networks' surging NGS ARR, strong cash flow and attractive valuation strengthen the case for PANW stock.
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.
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