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CrowdStrike (CRWD) added $333 million of net new annual recurring revenue in fiscal Q2 2027, a record and 51% more than a year earlier. That figure is the case for a stock at its 52-week high, up 117% over the past year. It is also the number to worry about. At 44.5 times sales, the price looks built on that pace, and the company's own guide for fiscal Q3 2027 calls for a slower one.

Okta (OKTA) stock rose 12% in Monday's session and closed at $186.45, its highest price in a year. A move that size usually follows something the company itself announced. What Okta announced that morning does not qualify. Monday’s sharp rally appears driven more by sector-wide AI sentiment than any immediate change to Okta’s guided revenue.

US equity futures were pointing lower on Tuesday as traders await the Federal Reserve's latest polic

Zscaler Inc. (NASDAQ:ZS) ended the year with 25% ARR growth, while management described AI as “the largest tailwind we have ever seen.” That language points to strong confidence in the demand opportunity ahead. At the same time, fiscal 2027 guidance implies that growth could slow by roughly a third. That leaves a meaningful gap between […]

The Morning Bull - US Market Morning Update Tuesday, Sep, 15 2026 US stock futures point lower this morning, with E-mini S&P 500 contracts down about 0.7% and Nasdaq-100 futures off roughly 1.8%, as investors weigh stubborn inflation against rising borrowing costs. August consumer prices rose 0.4% for the month, driven by gasoline and housing, while the yearly rate eased to 2.4%, the lowest since early 2021. Core inflation, which strips out food and energy, came in at 0.3% for the month. At...

A number of stocks jumped in the afternoon session after shares of enterprise software and SaaS companies rallied broadly as investors rotated capital out of semiconductor and AI-hardware stocks following calls for an artificial intelligence development slowdown.

Cybersecurity stocks rallied Monday as AI warnings fueled expectations of higher security spending, with threat protection provider CrowdStrike Holdings Inc (NASDAQ:CRWD) rising 15.42% to $238.63. Anthropic chief executive Dario Amodei urged slower artificial intelligence development in a...

The S&P 500 Index ($SPX ) (SPY ) is down by -0.83% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.53%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -1.39%. E-mini S&P futures (ESU26 ) are down -0.80%, and September E-mini...

AI safety warnings from two frontier lab CEOs sent shockwaves through chipmakers over the weekend, but cybersecurity stocks are telling a completely different story about what those warnings mean for the threat environment ahead.

CrowdStrike and Palo Alto Networks are leading a software rally as concerns about AI safety give cybersecurity stocks an added boost.

Zscaler (NASDAQ:ZS) executives outlined how the cybersecurity company is adapting its zero-trust architecture for AI agents, while also discussing new product launches, sales initiatives and the potential for continued growth in its core business. Speaking at a company session, Head of Product Adam

Artificial intelligence is making cybersecurity more important than it has ever been.

Zscaler (NASDAQ:ZS) CEO and Founder Jay Chaudhry said the company entered fiscal 2027 with an expanded product portfolio, improving sales momentum and growing customer interest in AI security and zero-trust architecture. Speaking at Citi’s TMT Conference with Fatima Boolani, Chaudhry said Zscaler’s

Cybersecurity company Zscaler, Inc. (NASDAQ:ZS) delivered solid results in the latest quarter. However, it is also evident that the market remains skeptical about the company’s AI security opportunities. Zscaler reported revenue and earnings that beat Wall Street expectations and issued upbeat guidance for both the current quarter and fiscal full-year. Yet Zscaler shares are down […]

CrowdStrike (CRWD) stock rose about 97% over the past year, against 18% for the S&P 500, as growth in the recurring revenue it adds each quarter sped up. Management was forecasting that speed-up by March 2025 and named one mechanism: Falcon Flex customers using up their contracts early and coming back for more. The direction was public. The size of the fiscal 2027 speed-up was not.

Key Takeaways:AI Security Booming: Zscaler’s security-for-AI bookings jumped more than 50% sequentially in fiscal Q4 2026, on top of an already strong prior quarter. Price Projection: Based on current execution, ZS stock could reach $231 by July 2029.

CrowdStrike (CRWD) trades at $210.02, roughly double where it stood a year ago while the S&P 500 returned 19.3%, and it sits at about 91% of its 52-week high. The easy read is that the AI security trade has already happened and you are late to it. But its own recurring revenue base points at something steadier than a spike, and the price now assumes that steadiness.

Palo Alto Networks (PANW) has returned 71.4% over the past year and trades about 15% below its 52-week high. You can be paid now for agreeing to buy the shares well below today's price, and you keep that payment either way. The catch: the stock has to fall a long way first, and the slowdown management has already guided to is in the growth measures, not in the company total.

ARR hit $3.8B with 25% growth as AI security demand accelerates.

A security partnership with OpenAI sent Cloudflare shares surging while cybersecurity giants CrowdStrike and Palo Alto sat out the rally entirely, raising a pointed question about which AI security narrative investors actually believe.

ZS' slowing revenue and ARR growth, rising capital spending and weaker cash flow margins cloud its cheap valuation and near-term outlook.

Zscaler, Inc. (NASDAQ:ZS) reported fiscal fourth-quarter GAAP revenue of $898.2 million, up 25%, while company-reported annual recurring revenue, or ARR, increased 25% to $3.771 billion. Zscaler, Inc. (NASDAQ:ZS) defines ARR as the next 12 months of revenue from subscription contracts, assuming contracts expiring during that period renew under existing terms. The headline growth included Red […]

Cybersecurity demand is surging on AI growth, with stocks like Palo Alto, CrowdStrike, and Okta, plus ETFs HACK, CIBR, and BUG, rallying despite chart patterns signaling a possible correction.

NET's AI security, SASE and Workers momentum support growth, but margin pressure and a premium valuation warrant caution.

ZS' Z-Flex tops $1.7 billion in fiscal 2026 TCV, lifting customer ARR nearly 30% as flexible contracts support broader platform adoption.

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

Palo Alto Networks' SASE momentum and AI-driven demand support growth, but rising costs and a premium valuation warrant caution.

Palo Alto Networks and Zscaler both beat earnings estimates this week, but Palo Alto showed faster growth and stronger free cash flow, giving it the edge over its cybersecurity rival.

Zscaler's fiscal Q4 2026 results beat estimates with 24.9% revenue growth and wider margins, while analysts raised price targets despite lingering sales leadership transition concerns.

Zscaler, Inc. recently reported its fourth-quarter and full-year fiscal 2026 results, posting revenue of US$898.19 million for the quarter and US$3.35 billion for the year, while remaining loss-making on a net income basis. Alongside this, Zscaler issued fiscal 2027 guidance pointing to slower revenue and ARR growth, announced a roughly 3% workforce reduction to prioritize AI-focused initiatives, and filed a US$1.69 billion shelf registration for ESOP-related common stock offerings. We’ll...