CrowdStrike reported its best quarter ever with 26% revenue growth and raised its full-year forecast, boosting cybersecurity stocks. Palo Alto Networks is set to report its fiscal Q4 results amid high expectations, having already gained over 100% this year. Despite the sector optimism driven by AI-related cybersecurity demand, Palo Alto's different business model and historically negative stock reactions to earnings beats suggest caution. Investors will focus on Palo Alto's organic growth and fiscal 2027 guidance to determine if the rally can continue or if a post-earnings pullback is likely.
Cybersecurity stocks CrowdStrike, Fortinet, and Palo Alto Networks have surged between 118% and 142% in 2026, far outpacing sector and market benchmarks. CrowdStrike reported a record quarter with strong AI-driven demand and raised growth guidance, h...
Cybersecurity sales pipelines reached their highest level in 11 quarters, with no resellers reporting declines in Q3, according to a Jefferies survey of 25 value-added resellers. Pipeline growth averaged 5.6%, up from 3.9% in Q2, and the expected mar...
Zscaler's shares rose 6% after reaffirming its full-year revenue forecast of $3.91-$3.94 billion and announcing a collaboration with IBM and Red Hat to protect private applications during vulnerability windows. This news boosted the entire cybersecur...
