Cybersecurity stocks surge Monday as chip names take a beating

As seen on the 24/7 Wall St. homepage on September 14, 2026.

Biggest movers · At the close 4:10pm ET

Gainers

ZSZscaler$192.17+16.8%
RBRKRubrik$99.51+14.8%
SSentinelOne$22.64+14.6%
PANWPalo Alto Networks$374.56+13.3%
IOTSamsara$42.98+12.0%

Losers

COHRCoherent$267.13-12.5%
ALABAstera Labs$257.28-11.7%
HPEHewlett Packard Enterprise$55.59-10.5%
ARMArm$240.05-9.3%
AAOIApplied Optoelectronics$96.14-8.8%

Zscaler finished Monday up 16.8% at $192.17 while Coherent shed 12.5%. Four of the top five gainers are cybersecurity names, and four of the five losers are chip and infrastructure plays.

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Cybersecurity took four of the five top gainer slots, led by Zscaler's close at $192.17 after rising nearly 17%. Rubrik, SentinelOne and Palo Alto Networks followed, with industrial IoT platform Samsara rounding out the five.

The decliners were just as concentrated: Coherent fell 12.5%, with Astera Labs, Hewlett Packard Enterprise, Arm and Applied Optoelectronics also lower. Four of the five biggest losers were chip or hardware infrastructure plays.

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The divergence between these two groups on the same day points to investors rotating capital rather than simply reacting to broad market pressure. Money leaving semiconductor and optical networking names found a home in cloud security stocks.

For anyone holding positions in either camp, the session's closing prices set the levels to track when trading resumes. Zscaler at $192.17 marks the line on the upside, Coherent at $267.13 on the downside.

Sources

Mentioned: ZS, RBRK, S, PANW, IOT, COHR, ALAB, ARM

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the mobile-silicon feud · 3y 6:00pm ET

$10K invested in each — worth today:

ARM$37.6K3.8×

QCOM$16.7K1.7×

Same $10,000 three years ago: $37,586 in Arm versus $16,682 in Qualcomm. That $20,904 gap is what backing the licensor over the licensee bought you since Arm's 2023 debut.

IOT Samsara

Regular session

1:20pm ET

$42.27

+8.01% open $39.14

An 8% intraday jump to $42.28 adds roughly $1.2 billion to Samsara's $16.1 billion market cap in a single session. Moves this size are rare for this name, so keep an eye on whether it holds into the close.

S SentinelOne

Regular session

12:20pm ET

$22.75

+10.25% open $20.63

A 10.3% intraday jump to $22.75 tacks roughly $700 million onto a $7.8 billion market cap in a single session. Moves this big are rare for a name this size, so keep an eye on whether it holds into the close.

ZS Zscaler

Regular session

11:40am ET

$188.41

+9.22% open $172.50

A 9.2% intraday jump to $188.41 adds roughly $2.6 billion to a $30.7 billion market cap in a single session, a rare one-day move for this name. No confirmed explanation yet, so keep an eye on whether the gain holds into the close.

AI Portfolio · Eric Bleeker

COHR

Sep 13, 8:00pm ET

2-year hold +250.80%since recommended · 732 days

Two years into Eric Bleeker's AI Portfolio pick, Coherent has turned $10,000 into roughly $35,080, and it survived a 30% drawdown in spring 2025 to get there. Anyone who sold during that slump missed the optical transceiver demand wave that followed.

Biggest movers · At the close Sep 4, 4:10pm ET

Gainers

GPROGoPro$1.73+24.1%
SNDKSanDisk$1,735.55+11.6%
ALABAstera Labs$311.74+10.2%
SKHYSK hynix Inc.$177.22+8.3%
IRENIren$44.65+7.2%

Losers

ASANAsana$8.9-11.8%
TSLATesla$354.48-5.8%
WDAYWorkday$195.78-5.4%
NFLXNetflix$78.31-5.3%
SNOWSnowflake$337.85-5.2%

Thursday's close split hard along hardware versus software: GoPro added 24.1% and SanDisk, Astera Labs and SK hynix all posted double-digit or near double-digit gains, while Asana, Workday and Snowflake each shed more than 5%. Tesla and Netflix fell with them.

IOT Samsara

Regular session

Sep 4, 11:20am ET

$40.30

-10.26% open $44.90

A 10.3% slide to $40.30 the day after a Q2 FY27 earnings beat says holders are repricing the guidance. Keep an eye on whether the stock stabilizes above the open.

IOT Samsara

Q2 2027

Sep 3, 4:10pm ET

EPS

$0.20

est $0.16 +27.4%

Revenue

$508M

est $483M +5.2%

Samsara's growth is now concentrated in its largest accounts: million-dollar customers make up over $500 million of $2.12 billion ARR and are growing more than 50% year over year, the third straight quarter at that pace. Management raised full-year revenue guidance to as much as $2.047 billion with a 21% non-GAAP operating margin.

ZS Zscaler

Q4 2026

Sep 3, 4:08pm ET

EPS

$1.19

est $1.09 +9.2%

Revenue

$898M

est $878M +2.4%

A tenth straight EPS beat came with a catch: FY27 revenue guidance of $3.91 billion to $3.94 billion implies growth slowing to roughly 17% from 25% this year as the Red Canary contribution laps. Record 24% non-GAAP operating margin and ARR up 25% to $3.77 billion are what bulls will point to.

ZS Zscaler

Regular session

Sep 3, 3:10pm ET

$179.48

+3.91% open $172.73

Buyers are pushing Zscaler up 3.91% to $179.48 hours before it reports earnings after the close, so anyone waiting for the numbers is already paying up. Guidance is the swing factor from here.

Jim Cramer @jimcramer

Sep 2, 3:51pm ET

Cramer is calling the selloff in the two largest pure-play cybersecurity names mechanical profit-taking rather than a break in the growth story, a read worth testing against Barclays' warning that the group has run out of room.

Crowdstrike and Palo Alto will come back.... huge wave of profit-taking

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