Cybersecurity stocks are outpacing the rest of large-cap tech after Evercore ISI’s quarterly survey of channel partners found a strengthening budget outlook across the sector. Okta (NASDAQ:OKTA | OKTA Price Prediction) stock…
Cerebras Systems has shed more than 60% since its splashy debut, yet Wall Street analysts keep raising their price targets. One report about a single customer could determine whether this AI chipmaker…
Fresh artificial intelligence (AI) agent protection news from CrowdStrike Holdings (NASDAQ:CRWD | CRWD Price Prediction) is lifting cybersecurity and observability software as a group, with the biggest gains landing on stocks that…
A report that OpenAI plans to buy a cybersecurity startup is rippling through the industry, and Palo Alto Networks (NASDAQ:PANW | PANW Price Prediction) stock is taking the hardest hit among the…
Cybersecurity stocks have surged past every benchmark this year, and investors holding triple-digit gains now face the hardest decision in a red-hot rally: stay positioned for more acceleration, or protect what the…
Zscaler just dropped two pieces of news that sent the entire cybersecurity sector surging well past the broader market, and the debate over whether the rally holds any staying power is only…
Palo Alto Networks turned a humble firewall appliance into a sprawling AI security platform, and investors who held through three brutal drawdowns since 2020 found out just how much patience can pay…
CrowdStrike just launched a startup accelerator with Amazon and NVIDIA aimed squarely at the agentic AI era, and it sent the entire cybersecurity sector surging. Whether that enthusiasm survives contact with actual…
Agentic AI took center stage as Zscaler (NASDAQ:ZS | ZS Price Prediction) hosted its Investor Day in New York City and reaffirmed its guidance for the current quarter and the full fiscal…
Palantir just posted its ninth consecutive earnings beat and revenue growth that left Wall Street scrambling to revise its models upward, yet the stock still sits 9% below its peak. Whether that…
BlackBerry (NYSE:BB) stock advanced 5% to $9.14 on Wednesday, supported by continued momentum in its QNX automotive software business. Palo Alto Networks (NASDAQ:PANW | PANW Price Prediction) shares gained 4% to $403.01,…
Palo Alto and CrowdStrike both reported blockbuster quarters and both credit AI for pushing cybersecurity to the top of every CIO's budget. But their strategies, valuations, and risk profiles point in opposite…
Palo Alto Networks CEO Nikesh Arora said something on the earnings call that most tech executives only whisper, and it tells you exactly why one investor keeps adding to his position despite…
Cloudflare has surged nearly 80% this year on the back of an AI security boom, but the stock now trades at a multiple that punishes any stumble. The next two earnings reports…
While cybersecurity peers doubled in value over the past year, Zscaler slid past 30% and now sits at a crossroads where one bold analyst sees a very different story unfolding than the…
