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Zacks News
Will the Traction in SASE and Zero Trust Keep Driving Cloudflare?
by Zacks Equity Research
NET's Zero Trust and SASE momentum, major partnerships, and rising enterprise adoption fuel strong customer growth.
Palo Alto Networks Rises 8% in 3 Months: How to Play the Stock
by Om Jaiswal
Slower revenue growth pressures PANW stock, but platform deals and AI strategy may drive a rebound.
Palo Alto Networks, Inc. (PANW) Is a Trending Stock: Facts to Know Before Betting on It
by Zacks Equity Research
Palo Alto (PANW) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Will Prisma Access Browser be Key to PANW's SASE Expansion?
by Om Jaiswal
Palo Alto Networks' SASE ARR surges 36% as Prisma Access Browser drives seat growth and builds a strong nine-figure sales pipeline.
Will GenAI and SaaS Adoption Fuel Zscaler's Data Security Expansion?
by Om Jaiswal
ZS lands major enterprise deals as the adoption of GenAI and SaaS fuels demand for its expanding data security platform.
Should You Buy CyberArk Stock After a 10.7% Rise in a Month?
by Subham Roy
CYBR outpaces rivals with AI-driven identity security tools, bold acquisitions, and rising subscription growth.
Can Charlotte AI Give CrowdStrike an Edge in Cybersecurity?
by Om Jaiswal
With Charlotte AI leading SOC automation and customer growth, CRWD deepens its push into agentic cybersecurity leadership.
CrowdStrike Bets Big on Next-Gen SIEM: Will it Fuel Growth Momentum?
by Subham Roy
CRWD's Next-Gen SIEM, now integrated with OverWatch, posts 100% ARR growth as demand surges.
Is Cortex XSIAM Emerging as a Core Growth Engine for PANW?
by Subham Roy
Palo Alto Networks' Cortex XSIAM sees 200% ARR growth and $1B in bookings as it redefines SIEM with cloud-native, AI-powered tools.
Is Fortinet's FortiGuard AI Service Becoming a Key Growth Driver?
by Zacks Equity Research
FTNT leans into FortiGuard AI to drive growth, as services now make up 70% of revenues and power key product innovations.
CrowdStrike Stock Rises 52% in 3 Months: Time to Hold or Book Profits?
by Om Jaiswal
CRWD jumps 52% in 3 months as Falcon Flex and AI-native tools drive demand, but rising costs cloud the outlook.
AI-Driven Growth Makes These 4 Cybersecurity Stocks a Must-Buy
by Anirudha Bhagat
Cybersecurity stocks are poised to benefit from rising cyber threats amid accelerating digital transformation and cloud migration.
Zscaler's Agentic Ops Surge: Will It Be the Next Growth Driver?
by Zacks Equity Research
ZS' agentic operations fuel explosive growth, lifting new ARR categories to a $1B milestone.
Palo Alto Networks, Inc. (PANW) is Attracting Investor Attention: Here is What You Should Know
by Zacks Equity Research
Palo Alto (PANW) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
PANW vs. CYBR: Which Cybersecurity Stock is the Better Buy Now?
by Om Jaiswal
CYBR gains ground on PANW with standout earnings, AI-powered tools and expanding market reach.
Is Falcon Flex Becoming a Game Changer for CrowdStrike's ARR Growth?
by Zacks Equity Research
CRWD's Falcon Flex model fuels 31% sequential deal value growth and $194 million in net new ARR, reshaping its long-term revenue trajectory.
Palo Alto Networks Hits $5B in NGS ARR: What's Fueling the Surge?
by Zacks Equity Research
PANW's NGS ARR surpasses $5B with 34% growth, as AI-driven XSIAM adoption accelerates and customer counts surge.
Microsoft Expands Security Footprint: Is it the Next Revenue Pillar?
by Zacks Equity Research
MSFT's cybersecurity push gains speed with AI-driven tools, a growing customer base and a strategic EU initiative.
Top Stock Reports for Netflix, Toyota Motor & Morgan Stanley
by Mark Vickery
NFLX gains momentum with 55% of new sign-ups on its ad tier and aims to double revenue by 2030 through global content.
Bull of the Day: Trend Micro (TMICY)
by Shaun Pruitt
Trend Micro (TMICY) has joined the growing number of cybersecurity stocks that have gained traction and trades at a more reasonable valuation compared to its peers.
Should You Buy, Sell or Hold ZS Stock After a 46% Rise in 3 Months?
by Subham Roy
Zscaler stock surges 46% in 3 months, but rising costs, tight margins, and premium valuation urge a cautious hold.
Should You Buy, Sell or Hold CrowdStrike Stock Before Q1 Earnings?
by Subham Roy
CRWD's high valuation, customer challenges and competitive headwinds suggest that it is wise to avoid the stock ahead of its first-quarter fiscal 2026 results.
3 Key Reasons to Buy Fortinet Stock Beyond its 11% Year-to-Date Rise
by Akashlina Dewanjee
FTNT's unified approach, rising AI and firewall solutions, and a strong Q1 despite macro uncertainties present a compelling entry point in the stock in 2025.
Zscaler to Post Q3 Earnings: Time to Buy, Sell or Hold the Stock?
by Subham Roy
ZS forecasts solid revenue growth in the third quarter, but profit pressures and deal delays prompt a cautious hold recommendation for ZS stock.
Palo Alto Networks, Inc. (PANW) Is a Trending Stock: Facts to Know Before Betting on It
by Zacks Equity Research
Palo Alto (PANW) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.