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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.
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.
Artificial intelligence is making cybersecurity more important than it has ever been.
Zscaler (NASDAQ:ZS) CEO and Founder Jay Chaudhry said the company entered fiscal 2027 with an expanded product portfolio, improving sales momentum and growing customer interest in AI security and zero-trust architecture. Speaking at Citi’s TMT Conference with Fatima Boolani, Chaudhry said Zscaler’s
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.
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.
NET's AI security, SASE and Workers momentum support growth, but margin pressure and a premium valuation warrant caution.
ZS' Z-Flex tops $1.7 billion in fiscal 2026 TCV, lifting customer ARR nearly 30% as flexible contracts support broader platform adoption.
Palo Alto Networks' SASE momentum and AI-driven demand support growth, but rising costs and a premium valuation warrant caution.
Zscaler posted a tenth consecutive earnings beat and sent shares surging, but the real question buried inside the report is whether the AI security boom reflects new enterprise budget dollars or just rebranded spending that was already locked in.
ZS' Q4 earnings and revenues top estimates as rising platform adoption, AI demand and broad geographic growth drive 25% revenue growth and stronger ARR.
Zscaler reported strong fourth-quarter and full-year fiscal 2026 results, beating Wall Street estimates on both the top and bottom lines, and issued an upbeat revenue and earnings outlook for fiscal 2027.
Investing.com -- Zscaler Inc (NASDAQ:ZS) reported fourth quarter results that exceeded analyst expectations, with adjusted earnings per share of $1.19 compared to the consensus estimate of $1.09 and revenue of $898.2 million versus the estimate of $876.96 million. Revenue grew 25% YoY from the prior year period.
The company reported a loss of $3.37 million and said it would restructure and cut 3% of its workforce as it reallocates resources to support its AI and growth initiatives.
Cloud security platform Zscaler (NASDAQ:ZS) reported Q2 CY2026 results beating Wall Street’s revenue expectations, with sales up 24.9% year on year to $898.2 million. Guidance for next quarter’s revenue was better than expected at $937 million at the midpoint, 1% above analysts’ estimates. Its non-GAAP profit of $1.19 per share was 9.2% above analysts’ consensus estimates.
Cybersecurity companies have been firing on all cylinders. Here’s what I’m watching with Zscaler tomorrow.
Palo Alto (PANW) delivered earnings and revenue surprises of +4.08% and +1.78%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?
Shares of CrowdStrike Holdings (NASDAQ:CRWD) are climbing 4% to $227.84 in Monday morning trading after the company opened its Fal.Con 2026 conference in Las Vegas with platform announcements. CrowdStrike stock was up 86% year to date through Friday’s close, and Monday’s move extends that run into fresh territory. This rally stands out against a softer […]
SentinelOne (NYSE:S) delivered a revenue beat and a record operating margin, yet a trimmed full-year profit outlook is what investors focused on Friday morning. The reaction pulled the broader cybersecurity group lower even as the S&P 500 held steady, a rare split between a specific-name catalyst and the broad market. SentinelOne stock is down 8% […]
Software is eating the world, and virtually no business is left untouched by it. Companies bringing it to life have been rewarded with explosive earnings growth, and the upward trend shows no signs of stopping as the industry has posted a 44.6% gain over the past six months, beating the S&P 500 by 32.9 percentage points.
The S&P 500 Index ($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...
The cybersecurity companies are benefiting from AI adoption that is driving demand for security products.
The cybersecurity company is benefiting from AI adoption that is driving demand for security products.
KeyBanc says Zscaler stock is not out of juice just yet. Here’s why its analyst recommends buying ZS shares heading into the Q4 earnings on Sept. 3.
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