Same $10,000, same sector, same year: SentinelOne turned it into $14,489 while Zscaler left you with $7,981. A $6,500 gap inside one cybersecurity trade.
Latest Activity
Four cybersecurity names took the top gainer slots at Friday's close, with CrowdStrike up 8.2% to lead a group that rarely moves in lockstep. The damage sat in telecom, where AT&T and T-Mobile both landed among the day's worst losers alongside Bloom Energy.
Nearly 16 points separated the best and worst close across a 390-name watchlist, with Super Micro Computer up 9.56% to $35.58 and AT&T down 6.08% to $22. AI infrastructure and crypto-linked names took the top spots; communications and consumer took the hits.
All three major US wireless carriers closed down double digits on the same day, a rare sweep for names usually bought as defensive income. Moderna's 13.8% gain topped the board on the other side.
Chips and hardware took the top five slots at Thursday's close, led by ON Semiconductor's 5.52% gain, while every big decliner but one was a cybersecurity name. Zscaler's 9.88% drop to $193.43 was the worst in the group.
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.
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.
ZS Coverage
CrowdStrike Slides 3% Despite Deutsche Bank Upgrade and CoreWeave Deal; Fortinet Falls 3%, Palo Alto Drops 2%
Two bullish headlines couldn’t keep CrowdStrike Holdings (NASDAQ:CRWD | CRWD Price Prediction) from slipping as cybersecurity stocks sold off to open the week. CrowdStrike stock is at $242.58, down 3% early in…
Fortinet Tumbles 20% as Service Revenue Forecast Cut Overshadows Beat; Palo Alto Drops 5%, CrowdStrike Falls 4%
A lowered service revenue forecast is overshadowing an earnings beat and a higher billings outlook at Fortinet (NASDAQ:FTNT | FTNT Price Prediction), and the selloff after a big run is pulling the…
Software Stocks Are Getting Crushed Again After Hours
Fortinet and ServiceNow both beat revenue estimates after the close, and both stocks cratered anyway, dragging dozens of other software names down with them in what has become a troubling pattern for…
First F5, Now Fortinet: Wall Street Has Stopped Paying Security Stocks for Beating Earnings
Fortinet (NASDAQ:FTNT | FTNT Price Prediction) beat Wall Street on earnings and revenue after the close on October 28, 2026 and raised its full-year revenue outlook. Shares then fell 26% in premarket…
Altman Says, “I No Longer Think We’re Gonna Be Able To Just Patch All The Bugs.” CrowdStrike Is Already Up 120% This Year
Sam Altman says the old way of fixing software security is finished, and a fresh wave of AI-discovered flaws just took government websites offline across three countries. Now investors are scrambling to…
Here Are Wednesday’s Top Wall Street Analyst Research Calls: Applied Digital, Chipotle Mexican Grill, Cirrus Logic, Costco, Digital Realty Trust, Intuitive Surgical, Netflix, Robinhood Markets, Zscaler, and More
Pre-Market Stock Futures: Futures are trading higher after a string of solid earnings hit the target on a strong Tuesday across Wall Street, with three major indices closing higher and optimism over…
Cybersecurity Stocks Slide as AI Financing Jitters Spread: Palo Alto Falls 7%, SentinelOne Sinks 9%, Zscaler Drops 6%
Cybersecurity stocks are giving back ground as concerns about how AI spending gets funded spread across technology. In afternoon trading, Palo Alto Networks (NASDAQ:PANW | PANW Price Prediction) stock is down 7%,…
Zscaler Jumps 6% on Reaffirmed Revenue Outlook and IBM Security Pact; Palo Alto and CrowdStrike Gain 4%
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…
A $1,000 Bet on Palo Alto Networks Beat the S&P 500 by More Than 5x Over Ten Years
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…
Wall Street sees 29% upside for Zscaler as eight firms raise price targets
Eight firms just raised their Zscaler price targets, but one holdout analyst set a target below where the stock already trades, and that disagreement reveals a fault line investors need to understand…
CrowdStrike Advances 3% on Agentic Security Accelerator With Amazon and NVIDIA; Palo Alto and Zscaler Gain 4%
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…
Zscaler Climbs 3% as Investor Day Reaffirms Guidance in Agentic AI Pitch; CrowdStrike and Palo Alto Tick Up
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…
Fortinet Turned $1,000 Into $24,579 in a Decade While the S&P 500 Delivered $3,585
Fortinet built its own chips when rivals wouldn't, kept its founder at the helm, and sat through a brutal two-year slump that punished investors who blinked. Whether the stock's explosive comeback signals…
Cloudflare at $350: AI Cybersecurity Threats Aren’t Enough to Move the Needle Now
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…
Zscaler Tanked Over One Year: A Prominent Firm Says 50% Gains to Arrive in 12 Months or Less
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…