Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
SanDisk Corp. (NASDAQ:SNDK) rallied for a third consecutive day on Friday, jumping 11.9 percent to close at $1,740 apiece as investors gobbled up shares ahead of its addition to the S&P 100 index later this month. As part of its latest quarterly index rebalancing, the S&P Dow Jones Indices announced that SanDisk Corp. (NASDAQ:SNDK) will […]
An August 25 analysis of so-called SaaSmageddon survivors included CrowdStrike and Palo Alto Networks, arguing that security platforms may resist AI-driven software disruption better than ordinary applications. Their latest results support the distinction. CrowdStrike Holdings, Inc. (NASDAQ:CRWD) ended July with $5.84 billion of annual recurring revenue, while Palo Alto Networks, Inc. (NASDAQ:PANW) reported $9.10 billion […]
Cybersecurity firm Zscaler Inc. (NASDAQ:ZS)’s shares were lower in pre market trading the day the firm reported its fiscal fourth quarter earnings report. The results saw the frm’s revenue grow by 25% annualy and its non-GAAP earnings grow by 33%. Additionally, the revenue of $898 million and non GAAP earnings per share of $1.19 beat […]
Palo Alto Networks, Inc. (NASDAQ:PANW) and CrowdStrike Holdings, Inc. (NASDAQ:CRWD) continue to be part of one of Jim Cramer’s favorite technology sectors, cybersecurity. For more than a year, the CNBC TV host has remained quite optimistic about cybersecurity firms. With 2026 in its second half, Cramer has been vindicated after fears of AI’s effects on […]
Cisco Systems (CSCO) stock has returned about 64% over the past year, against roughly 21% for the S&P 500. The easy explanation is that Cisco sells the switches and optics that hyperscalers are buying for AI. That business is real, and it is the smaller part of the story. The larger part is that the rest of Cisco started growing again, much of it as customers ready their networks for AI.
Palo Alto Networks (PANW) is back in focus after its latest quarterly and full year 2026 earnings, where revenue reached US$3.41b for Q4 but the company reported a net loss of US$282m. The recent Q4 results and guidance sparked a sharp pullback, with Palo Alto Networks’ 7 day share price return down 13.3% and its 30 day share price return down 9.4%. Even with this volatility, the stock still shows an 85.1% year to date share price return and a 72.6% total shareholder return over the past...
Zscaler's (ZS) fiscal 2027 outlook is conservative and reflects factors including an expected loss o
Adobe stock has been a laggard in the software in the sector, but new CEO Anil Chakravarthy hopes to turn things around.
Zscaler posted a clean earnings beat and still sent the whole cybersecurity sector into retreat, raising an uncomfortable question about whether even the strongest growth numbers can justify where these stocks are priced right now.
Palo Alto stock is riding some nice cybersecurity tailwinds.
ZS' Q4 earnings and revenues top estimates as rising platform adoption, AI demand and broad geographic growth drive 25% revenue growth and stronger ARR.
Palo Alto (PANW) witnesses a hammer chart pattern, indicating support found by the stock after losing some value lately. This coupled with an upward trend in earnings estimate revisions could mean a trend reversal for the stock in the near term.
Artificial intelligence (AI) adoption is fueling a surge in demand for advanced cybersecurity software.
The cybersecurity giant beat every key metric and still got hammered. One analyst thinks the market got this one wrong.
The cybersecurity company posted adjusted earnings of $1.19 a share on revenue of $898.2 million, beating Wall Street expectations.
Cybersecurity is seeing a huge bump in demand due to artificial intelligence.
Palo Alto Networks, Inc. (NASDAQ:PANW) delivered strong fiscal fourth-quarter 2026 results, but the stock’s reaction shows that investors are demanding more than an earnings beat from one of the market’s biggest cybersecurity winners. During the September 1 episode of Mad Money, Jim Cramer said: The cybersecurity stocks have been climbing steadily higher for months now, […]
Legacy cybersecurity tools weren’t built for AI-speed threats, leaving older firewalls, SIEMs, and endpoint systems unprepared.
Palo Alto Networks posted accelerating fiscal Q4 revenue and raised guidance, prompting analysts to reaffirm or lift price targets above $400 as institutions keep accumulating shares.
Palo Alto Networks' $9.1B NGS ARR, strong profitability and 22-23% FY27 growth outlook highlight rising AI security demand.
The Morning Bull - US Market Morning Update Thursday, Sep, 3 2026 US stock futures are slightly weaker this morning, as investors weigh stubbornly high borrowing costs and the health of the real economy. The 10 year US government bond yield is trading near 4.8%, which means mortgages, car loans and corporate borrowing are all staying expensive while investors wait for key jobs data. At the same time, two key scorecards of factory activity, the S&P Global US Manufacturing PMI at 53.9 and the...
Shares of cybersecurity platform provider Palo Alto Networks (NASDAQ:PANW) fell 10.5% in the afternoon session after the company reported second quarter 2026 earnings results that failed to impress.
Netskope’s strong Q2 and raised outlook show how AI-driven demand is extending beyond the biggest cybersecurity players.