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ZS' Z-Flex momentum lifts customer spending, platform adoption and revenue visibility as TCV, ARR and RPO growth accelerate.

Cybersecurity provider CrowdStrike (CRWD) authorized its first-ever stock split at a 4-for-1 ratio, scheduled for distribution after the market close on July 1. A single share, trading near $680, drops to approximately $170 after the split. The split follows a sustained operational recovery from the global IT outage of July 2024. CrowdStrike shares bottomed at $217.89 on August 2, 2024, under severe regulatory scrutiny. Over the next 22 months, the stock rebounded by more than 210%. The comeback

After an 87% run over the last year (as of June 18), it’s hard to find much fault with Cisco Systems (CSCO) stock. The company is posting record revenue, and its AI-related orders are surging. But when a stock is priced for perfection, sitting near its high, the most important signals are often the quiet ones that run counter to the main story.

Palantir Technologies (NASDAQ:PLTR) stock is the standout laggard in enterprise software at midday Monday, sliding 7% to around $120. The move tracks with Fuse data showing PLTR shares down 6% on the session, while the broader high-multiple software cohort barely budges. Compare that to the day’s scoreboard for the named peers. Palo Alto Networks (NASDAQ:PANW) ... Palantir Is Down 7% Today: Is It Underperforming Software Peers Like Palo Alto and CrowdStrike?

ZS gains an edge over CRWD, with expanding platform adoption and a lower valuation despite strong cybersecurity demand.

Zacks.com users have recently been watching Palo Alto (PANW) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Megacap stocks are behemoths that set the tone for their industries, and their massive scale typically leads to wide moats. However, the downside is that most have already exploited their existing market opportunities and must invest heavily to expand further, a risky proposition.

PANW is seeing SASE emerge as a major growth engine, driven by strong customer demand and expanding platform adoption.

The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed down -0.57%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.64%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -1.89%. June E-mini S&P futures (ESM26 ) fell -0.60%, and June E-mini Nasdaq futures...

The S&P 500 Index ($SPX ) (SPY ) today is down -0.18%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.69%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.83%. June E-mini S&P futures (ESM26 ) are down -0.20%, and June E-mini Nasdaq futures...

OKTA's newer identity and AI offerings are boosting bookings and deal sizes, but competition and AI monetization hurdles keep the stock a hold.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.11%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.57%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.18%. June E-mini S&P futures (ESM26 ) are up +0.09%, and June E-mini Nasdaq futures...

Palo Alto Networks (NasdaqGS:PANW) has partnered with Tyson Foods to bring AI-driven cybersecurity platforms to Tyson’s supply chain operations. The collaboration focuses on securing the highly regulated food supply chain sector, which faces specialized digital and operational risks. The CEO of Palo Alto Networks highlighted the integration of next generation AI models as part of this applied security approach for critical industries. Palo Alto Networks is known for its focus on AI-powered...

We recently published Jim Cramer Didn’t Hold Back On SpaceX’s IPO & Discussed These 12 Stocks. Palo Alto Networks, Inc. (NASDAQ:PANW) is one of the stocks discussed by Jim Cramer. Cybersecurity firm Palo Alto Networks, Inc. (NASDAQ:PANW) is one of Jim Cramer’s favorite stocks. For more than a year, the CNBC TV host has remained […]

The company's premium valuation relies heavily on the success of an AI-driven growth strategy that is still more of a promise than a proven trend.

Before the networking giant surged, its earnings calls were telling a story of unconstrained demand that the market seemed to be underestimating.

Adobe is working hard to monetize AI by enabling more aggressive client acquisition with freemium products and services in 2026.

Cybersecurity is benefitting fro AI disruption because AI drives security needs across the board. Analysts are lifting targets and driving bull markets.

Palo Alto Networks (NasdaqGS:PANW) and Deutsche Telekom launched Sovereign Cortex with T Security, an AI-driven security offering for Europe’s regulated sectors. The solution is designed around European data sovereignty requirements and regulatory frameworks, including GDPR, NIS2, and DORA. Sovereign Cortex uses Palo Alto’s Cortex SecOps platform to target customers in healthcare, financial services, the public sector, and critical infrastructure. Palo Alto Networks, best known for its...

There is a pattern in technology spending cycles that Goldman Sachs thinks is repeating right now, and investors who recognize it early tend to be rewarded. When cloud infrastructure scaled between 2015 and 2020, security spending lagged by approximately 2 years before inflecting from less than 1% ...

A number of stocks jumped in the afternoon session after the Nasdaq rebounded, up 1.8%, as Trump's Iran peace deal announcement released the rate pressure that weighed on the sector.

Management just told investors the future is brighter than ever, so why is the market heading for the exits.

After a 40% run over the last 12 months, the conversation around CrowdStrike (CRWD) stock is almost entirely about artificial intelligence. You hear about the Mythos inflection point and a new generation of products designed to secure AI deployments. But with that excitement comes a fair question from skeptics: Is this a durable trend, or just a surge of interest and intent from companies still in the early innings of actual AI deployment.

Is PANW a good stock to buy? We came across a bullish thesis on Palo Alto Networks, Inc. on Value & Momentum Portfolio’s Substack. In this article, we will summarize the bulls’ thesis on PANW. Palo Alto Networks, Inc.’s share was trading at $260.52 as of June 9th. PANW’s trailing and forward P/E were 226.54 and 63.69 […]

ZS nears a 52-week low as FY27 guidance signals slower growth, but AI security bookings, platform gains and a lower P/S support holding.

The S&P 500 (^GSPC) is often seen as a benchmark for strong businesses, but that doesn’t mean every stock is worth owning. Some companies face significant challenges, whether it’s stagnating growth, heavy debt, or disruptive new competitors.

AI-generated misinformation is already moving energy markets. Hydaway Digital is building the verification layer financial systems desperately need.

Palo Alto Networks is seeing rapid adoption of Prisma AIRS, with customer growth and larger AI security deals boosting its revenue potential.

The cybersecurity company looks attractive at current levels.

Zscaler (NASDAQ: ZS) founder and CEO Jay Chaudhry used the company’s latest earnings call to sharpen a thesis becoming the bull case for cybersecurity: autonomous AI agents will soon outnumber human users on corporate networks, and each needs security. On a recent Motley Fool Money segment titled The Invisible Layer Protecting the World’s Biggest Companies, ... Zscaler CEO: AI Will Create ‘Billions of Agents’ That Need Cybersecurity Protection