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Several major software companies are likely to top expectations for their upcoming quarterly financi

Record revenue, a guide above Wall Street, and a stock down anyway, because the growth now arrives as hardware and the mix shift is what compresses the margin.

Palo Alto Networks, Cloudflare, and HP Inc stocks jumped to 52-week highs amid growing Wall Street optimism and improved investor sentiment.

Palo Alto Networks (PANW) reached $396 at the closing of the latest trading day, reflecting a +2.32% change compared to its last close.

The rallies show that investors still prefer companies with strong AI demand or successful business strategies.

FTNT raises 2026 guidance as firewall refreshes and SASE adoption accelerate, and AI and silicon advances strengthen its growth outlook.

The demand behind the run was already in its subscription commitments two reports before the price moved.

Cybersecurity stocks were a bright spot in Monday’s trading at a time when broader markets declined.

ZS' discounted valuation may look tempting, but slowing growth, higher spending and execution risks raise concerns for investors.

Jim Cramer names 5 investing themes and 13 stocks to buy, from AI chip equipment up over 100% to consumer names down more than 10%.

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...

The review is being conducted under China's cybersecurity review framework for critical infrastructure.

Power Integrations (POWI) delivered earnings and revenue surprises of +15.63% and +1.44%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Yahoo Finance Markets and Data Editor Jared Blikre examines the comeback seen across the semiconductor landscape over the past five trading days, while also analyzing which companies are emerging as leaders in the renewed AI rally.

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?

PANW typically outperforms in August

A number of stocks jumped in the afternoon session after the software sector caught a massive tailwind, fueled by easing geopolitical tensions and a fresh wave of AI-driven M&A.

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.

Dell, Palo Alto Networks and Bank of America are near buy points as analysts up their profit estimates in Monday's stock market.

The past six months have been a windfall for Palo Alto Networks’s shareholders. The company’s stock price has jumped 82.4%, hitting $322.75 per share. This was partly due to its solid quarterly results, and the run-up might have investors contemplating their next move.

AI-powered attacks are accelerating faster than most security budgets can absorb, and a handful of platform vendors are capturing a disproportionate share of that urgent spend. Three Nasdaq-listed cybersecurity names just posted beat-and-raise quarters, and their second-half setups look even more compelling.

Fortinet carries a streak no other cybersecurity company has matched, a buyback program that dwarfs most dividends, and a firewall refresh cycle that just posted explosive growth. The question is whether Wednesday's Q2 report extends the run or ends it.

The average brokerage recommendation (ABR) for Palo Alto (PANW) 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?

Palo Alto Networks announced plans to acquire Embrace, a provider of Digital Experience Monitoring tools. The deal is intended to add Real User Monitoring and Synthetic monitoring capabilities to its Observability platform. This move is aimed at deepening the company's reach into application performance and end user experience management. Palo Alto Networks, ticker NasdaqGS:PANW, is extending beyond core security into broader Observability with the planned Embrace acquisition. The stock...

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.

Palo Alto Networks (PANW) stock hit a record high of $368.80 after an upgrade from Capital One and growing attention on AI security, drawing fresh interest to how the cybersecurity company is currently valued. See our latest analysis for Palo Alto Networks. The pullback to a US$348.66 share price after the recent record high comes after a strong run, with a 30 day share price return of 21.15% and a 90 day share price return of 99.28%, while the 5 year total shareholder return of 424.31%...

Tenable's rally has rewarded stronger fundamentals, but a near-peer sales multiple, limited price-target upside and execution risks argue for patience.

Investors rotated into biotech, cybersecurity and insurance stocks with stronger growth prospects and earnings strength.