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PANW surges 88.6% in three months on strong AI security demand, but rising integration costs and premium valuation warrant caution.

ZS' record-large deal activity is fueled by Zero Trust adoption, AI protection, platform consolidation and surging Z-Flex contract value.

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -0.14%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.01%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.54%. September E-mini S&P futures (ESU26 ) fell -0.07%, and September E-mini Nasdaq futures...

Palo Alto Networks is expanding its Observability platform with Embrace and Synthetics to strengthen digital experience monitoring and AI-driven operations.

According to the average brokerage recommendation (ABR), one should invest in Zscaler (ZS). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

The company is a clear leader in an industry supercharged by new AI threats, but buying its stock today means paying a steep premium on the bet it can execute a complex and ambitious growth plan.

Both companies are riding the AI infrastructure boom, but Microsoft offers that exposure with faster growth and a cheaper valuation, forcing a hard look at what Fortinet's premium price is buying you from here.

In a Stocktwits poll that sought to gauge which names would post the best performance over the next 12 months, nearly half the users polled picked CrowdStrike as the clear winner.

Shares of cloud security platform Zscaler (NASDAQ:ZS) jumped 8.8% in the morning session after U.S. and international security agencies issued a joint warning about Russian state-sponsored cyber threats targeting critical infrastructure.

For the same AI-driven software demand, Microsoft offers faster growth and a lower valuation, making it the cleaner bet despite Fortinet’s powerful momentum.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.30%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.60%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.97%. September E-mini S&P futures (ESU26 ) are up +0.28%, and September E-mini Nasdaq futures...

Shares of Palo Alto Networks (NASDAQ:PANW) are climbing again Thursday, up 5% in midday trading to $337 as the broader cybersecurity sector rebounds. The move caps a powerful rally that has Palo Alto Networks stock up 28% over the past month, making it the standout of the group. The rally extends across the sector. CrowdStrike ... Palo Alto Just Soared 28% in a Month. Should Investors Take Profits and Rotate Into CrowdStrike or Fortinet?

Palantir Technologies signed a multi-year, multimillion-dollar expansion deal with GNP Seguros, Mexico’s largest insurer, marking its first publicly announced commercial customer in Latin America and expanding use of its Foundry and AI platform across health, life, auto, and property insurance lines.

The cybersecurity stock surged because the market looked beyond good results and bought into a much bigger story about the future.

Before the stock nearly doubled, the company’s own earnings calls were pointing to a powerful new growth engine firing up in the one place most people had stopped looking.

NTSK's raised revenue outlook and improving margins support growth, but weak cash flow and second-half execution needs keep the stock in watchlist territory.

PANW surges 84.8% YTD on AI-driven cybersecurity demand, but premium valuation and rising integration costs warrant a cautious approach.

The S&P 500 Index ($SPX ) (SPY ) on Monday closed up +1.18%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.59%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +2.25%. September E-mini S&P futures (ESU26 ) rose +1.20%, and September E-mini Nasdaq futures...

Summer 2026 pullbacks have created potential entry points in AMPX, ORCL, SNOW, CRM, and ZS, with analyst consensus targets implying 55% to 80% upside across the group.

Zscaler, Inc. (NASDAQ:ZS) is one of the Stocks with Potential to Explode in 2026. On June 15, analyst Mike Cikos of Needham maintained a “Buy” rating on the company’s stock, retaining the price objective of $180.00. The analyst’s rating is backed by factors demonstrating robust competitive standing and pricing power. Partner checks demonstrate that Zscaler, Inc. (NASDAQ:ZS) continues to […]

The S&P 500 Index ($SPX ) (SPY ) on Friday rose +0.50%, the Dow Jones Industrial Average ($DOWI ) (DIA ) rose +0.70%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) rose +0.64%. June E-mini S&P futures (ESM26 ) rose +0.65%, and June E-mini Nasdaq futures (NQM26 ) rose...

Is ZS a good stock to buy? We came across a bullish thesis on Zscaler, Inc. on The Investor’s Compass’s Substack. In this article, we will summarize the bulls’ thesis on ZS. Zscaler, Inc.’s share was trading at $130.04 as of May 28th. ZS’s forward P/E was 27.17 according to Yahoo Finance. Zscaler, Inc. (ZS) is a […]

Is NTSK a good stock to buy? We came across a bullish thesis on Netskope, Inc. on Valueinvestorsclub.com by tyro. In this article, we will summarize the bulls’ thesis on NTSK. Netskope, Inc.’s share was trading at $12.09 as of June 2nd. Netskope, Inc., a cybersecurity company, provides security, networking, and analytics solutions to largest enterprises to […]

Guggenheim’s upgrade of Zscaler (ZS) after its latest quarterly report has turned attention back to the stock, as investors weigh renewed optimism against earlier concerns about softer guidance and recent leadership changes. See our latest analysis for Zscaler. At a share price of US$134.37, Zscaler has seen a 7 day share price return of 6.3% after Guggenheim’s upgrade, but the 90 day share price return is down 17.04% and the 1 year total shareholder return is down 54.73%. This points to...

The average of price targets set by Wall Street analysts indicates a potential upside of 25.3% in Zscaler (ZS). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

Shares of cloud security platform Zscaler (NASDAQ:ZS) jumped 10% in the afternoon session after investment firm Guggenheim upgraded the stock to "Buy" from "Neutral," setting a new price target of $214.

Zscaler stock rises after Guggenheim analysts upgrade shares to a Buy rating. The firm sees the cybersecurity company’s offerings growing in relevance in the AI world.

The average brokerage recommendation (ABR) for Zscaler (ZS) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

Despite the severe drop after earnings, history often bodes well for such downgraded stocks.

This could be a rare opportunity to invest in a cybersecurity powerhouse at a steep discount.