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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.
ZS' Q4 earnings and revenues top estimates as rising platform adoption, AI demand and broad geographic growth drive 25% revenue growth and stronger ARR.
The cybersecurity giant beat every key metric and still got hammered. One analyst thinks the market got this one wrong.
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.
Palo Alto Networks' Q4 earnings beat estimates as revenues rise 34%, fueled by broad platform growth, record adoption and a 63% jump in NGS ARR.
Adjusted earnings per share were $1.02, up from 95 cents last year, ahead of Wall Street projections of 98 cents.
CEO Nikesh Arora says legacy security systems can't handle AI-speed attacks, calling it a long-term growth driver for the industry
The cybersecurity company posted $3.41 billion in revenue and $1.02 adjusted EPS, both above estimates, but its stock fell in after-hours trading
Palo Alto Networks beat quarterly earnings and revenue expectations, while Next-Generation Security ARR jumped 63% year over year.
Palo Alto Networks Inc (NYSE:PANW, XETRA:5AP) reported fiscal fourth-quarter revenue and profit that topped analyst estimates, as the cybersecurity company closed out its fiscal year with a nearly $1 billion jump in net new next-generation security annual recurring revenue. Revenue came in at...
The company continues to benefit from higher cybersecurity priority as enterprises deploy AI.
Synopsys beats Q3 estimates as EDA and Ansys fuel strong growth, while higher margins and an upgraded fiscal 2026 outlook add momentum.
The S&P 500 Index ($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...
Okta and CrowdStrike both crushed earnings, but one stock is surging nearly twice as hard as the other despite posting slower growth and a troubling dip in a key bookings metric.
The cybersecurity companies are benefiting from AI adoption that is driving demand for security products.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.37%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.89%. September E-mini S&P futures (ESU26 ) are up +0.44%, and September E-mini Nasdaq futures...
Qualys (QLYS) delivered earnings and revenue surprises of +11.24% and +2.06%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Cooler inflation data sent cybersecurity stocks surging Tuesday, but the real question is whether today's spike reflects genuine conviction or a rate-cut sugar rush that evaporates the moment sentiment shifts.
The S&P 500 Index ($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 major cybersecurity names are rallying in Monday’s midday session. CrowdStrike Holdings (NASDAQ:CRWD) stock is up 5% to $204 and change, leading the group higher. Palo Alto Networks (NASDAQ:PANW) shares are climbing 4% to $363, and Okta (NASDAQ:OKTA) stock is up 4% to $147. The Amplify Cybersecurity ETF (NYSE ARCA:HACK) is also higher, with ... CrowdStrike Surges 5%, Palo Alto and Okta Gain 4% as Cybersecurity Stocks Rally on Analyst Upgrades
The S&P 500 Index ($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...
On June 25, 2026, BlackBerry reported impressive earnings, driven by its booming QNX unit.
Palo Alto Networks, a Barron’s stock pick, dropped after earnings—a rare occurrence recently. The cybersecurity software stock, which we recommended in late April on the basis that it would weather the artificial intelligence storm, dropped 5.6% Wednesday. Palo Alto, too, is seeing some profit-taking.
CrowdStrike Holdings stock was falling late Wednesday despite better-than-expected first-quarter results from the cybersecurity company. CrowdStrike reported adjusted earnings of $1.10 a share on revenue of $1.39 billion. “In Q1, the worlds of cybersecurity and frontier AI collided: this was the Mythos moment,” CEO George Kurtz said in the earnings release.
Investing.com -- Cybersecurity giant Palo Alto Networks reported upbeat fiscal third-quarter 2026 results, driven by surging demand for AI-focused security solutions and contributions from recent acquisitions.
Palo Alto Networks raised its annual revenue and profit forecast on Tuesday, as enterprises increased spending on cloud, identity and AI-driven cybersecurity products amid a rising threat landscape, sending shares up 7.4% in extended trading. Here are some details on the results: • Santa Clara, California-based Palo Alto expects revenue of $11.415 billion to $11.425 billion for fiscal 2026, above its prior projection of $11.28 billion to $11.31 billion. AI has emerged as a major growth driver for the company, with rising AI-driven cyber threats expected to accelerate enterprise cybersecurity spending and strengthen demand for platform-based vendors such as Palo Alto Networks.
Palo Alto Networks Inc (NYSE:PANW, XETRA:5AP) shares rose more than 10% in after-hours trading on Tuesday after the cybersecurity company reported fiscal third quarter results that exceeded Wall Street expectations and issued stronger-than-expected earnings guidance for the current...
Zscaler forecast fourth-quarter revenue below estimates on Tuesday, signaling intensifying competition in the cybersecurity market as enterprises scrutinize spending on cloud security products, sending shares down 15% in extended trading. Despite the push to secure modern IT environments, Zscaler faces competition from larger rivals such as Palo Alto Networks, which are vying for more market share with their own platform offerings. Zscaler primarily competes in the Secure Access Service Edge (SASE) market, which combines networking and security into a single platform to connect users, devices and applications from anywhere.
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