Key Takeaways ODD posted Q4 EPS of $0.20 on 23.5% revenue growth to $152.7M, beating estimates.ODD's gross margin fell 220 bps to 70.5%, while EBITDA margin dropped to 8.2%.ODD expects Q1 2026 sales to decline about 30% amid elevated acquisition costs.Oddity Tech Ltd. (ODD) delivered fourth-quarter 2025 results, with both the top and bottom lines surpassing the Zacks Consensus Estimate. Revenues saw year-over-year growth, while the earnings remained flat compared to the previous-year period.Management discl ...

Software stocks have been under pressure lately, and the bearish narrative has been loud. Concerns are rising sharply that artificial intelligence (AI) is disrupting the software-as-a-service (SaaS) industry, leaving even legacy players in the space vulnerable. But in a recent educational video, Bartchart’s Senior Market Strategist John Rowland, CMT, highlighted an interesting development within our Cybersecurity Stocks watchlist: More News from Barchart While much of the software group is flashing red ...

Carvana (CVNA) - Carvana sold more cars than Wall Street expected in Q4, but concerns over profitability led to a 16% drop in premarket trading [5] - The company experienced a 58% surge in revenue, with retail vehicle sales up 43% and wholesale sales increasing by 66% [5] - However, gross profit per vehicle declined by $244, and adjusted EBITDA of $511 million missed estimates of $539 million [6] - Adjusted profits per share surged to $4.22 from $0.56, but this was attributed to one-time charges and is not comparable to the $1.12 estimates [6] - Carvana did not issue sales guidance for the full year but expects to sell 3 million cars between 2030 and 2035 [7] DoorDash (DASH) - DoorDash shares rose 13% in premarket trading due to strong order growth and upbeat guidance, despite a Q4 miss on both top and bottom lines [7] - Orders climbed 32% to 903 million, and gross order value (GOV) jumped 39% to $29.7 billion, both exceeding expectations [7] - The Q1 outlook for GOV is projected between $31 billion and $31.8 billion, with EBITDA expected to be between $675 million and $775 million [7] Moderna (MRNA) - Moderna shares closed 6% higher after the FDA accepted its marketing application for the mRNA-1010 flu shot, reversing a previous refusal to review [8] - The FDA has set August 5, 2026, as the target action date for the biologics license application (BLA) for mRNA-1010 [9] - Moderna plans to launch mRNA-1010 in the U.S. for adults aged 50 and older for the 2026/2027 flu season [10]

Group 1 - The article highlights key trading events to watch for in the upcoming week, particularly focusing on the impact of the Chinese New Year holiday on the consumer sector [2] - Notable companies affected by the holiday include Las Vegas Sands Corp (LVS), Wynn Resorts (WYNN), Melco Resorts & Entertainment (MLCO), Trip.com Group (TCOM), Alibaba (BABA), JD.com (JD), Pinduoduo (PDD), and Yum China (YUMC) [2] - The New York Consumer Analyst Group Conference will take place in Orlando, featuring major companies such as Coca-Cola (KO), PepsiCo (PEP), General Mills (GIS), Kraft Heinz (KHC), Philip Morris International (PM), and Celsius Holdings (CELH) [2] Group 2 - On February 17, significant earnings reports are expected from companies like Medtronic (MDT), Palo Alto Networks (PANW), Cadence Design Systems (CDNS), Energy Transfer (ET), and Devon Energy (DVN) [4] - The article notes that options trading indicates potential double-digit stock price fluctuations for Fluor Corporation (FLR) and Rush Street Interactive (RSI) following their earnings reports [4] - Companies entering ex-dividend dates next week include Chevron (CVX), ConocoPhillips (COP), Hasbro (HAS), and Microsoft (MSFT) [4] Group 3 - On February 18, earnings reports are anticipated from Analog Devices (ADI), Booking Holdings (BKNG), Moody's (MCO), DoorDash (DASH), Blue Owl (OBDC), and Royal Gold (RGLD) [10] - Allegro MicroSystems (ALGM) will hold an analyst day in Boston to discuss company strategy, growth opportunities, product technology advantages, and financial goals [10] - The article mentions that Noodles & Company (NDLS) will officially implement a 1-for-8 reverse stock split [11] Group 4 - On February 19, earnings reports are expected from Walmart (WMT), Deere & Company (DE), Newmont Corporation (NEM), Akamai Technologies (AKAM), Dropbox (DBX), and Consolidated Edison (ED) [15] - A10 Networks (ATEN) will host an investor day in San Francisco to present its long-term growth framework in traditional and next-generation networking and security [15] - Meta Platforms (META) will have its Chief AI Officer, Alexandr Wang, speak at the AI Impact Summit in India [15] Group 5 - On February 20, the core PCE price index for January is set to be released, with economists expecting a year-over-year increase of 2.7% [20] - The article notes that the March WTI crude oil futures will expire, which typically leads to additional volatility on the expiration date [18] - The Dallas Federal Reserve President, Raphael Bostic, will deliver opening remarks at the Banking Industry Outlook Conference [19]

Core Viewpoint - Cloudflare's stock has shown a significant rally of 9.2% recently, attributed to increased trading volume and optimism surrounding its growth strategy through acquisitions [1][2]. Company Performance - Cloudflare is expected to report quarterly earnings of $0.27 per share, reflecting a year-over-year increase of 42.1%. Revenue is anticipated to reach $589.58 million, marking a 28.2% increase from the same quarter last year [3]. - The consensus EPS estimate for Cloudflare has remained unchanged over the past 30 days, indicating stability in earnings expectations [4]. Industry Context - Cloudflare operates within the Zacks Internet - Software industry, where it holds a Zacks Rank of 2 (Buy). Comparatively, A10 Networks, another company in the same industry, has a Zacks Rank of 3 (Hold) and is expected to report an EPS of $0.26, which is a decline of 16.1% from the previous year [4][5].

Market Overview - The DDoS Protection and Mitigation Market was valued at USD 5.84 billion in 2025 and is projected to reach USD 17.15 billion by 2033, growing at a CAGR of 14.42% over the forecast period [1][12][14] Market Drivers - The market is expanding significantly due to the increasing frequency and sophistication of cyberattacks, necessitating stronger defenses for cloud-based services and digital operations [2] - The explosive growth of Internet-connected devices is increasing the attack surface for hackers, leading to a higher demand for DDoS prevention and mitigation solutions [4] Segmentation Analysis By Enterprise Size - In 2025, large enterprises accounted for approximately 65% of the revenue share in the DDoS protection and mitigation market, driven by their complex digital infrastructures [5] - The SME segment is expected to grow at the fastest CAGR of about 15.82% from 2026 to 2033, fueled by the availability of affordable cloud-based solutions and increased cybersecurity awareness [5] By Application - The network security segment led the market in 2025, capturing around 44% of the revenue share due to concerns over network downtime and service disruption [6] - The application security segment is anticipated to grow at a CAGR of approximately 15.79% from 2026 to 2033 as businesses transition to web-based platforms [7] By Industry Vertical - The IT and telecommunication segment held a revenue share of approximately 27% in 2025, reflecting its critical role in global communication [8] - The BFSI segment is expected to grow at the fastest CAGR of around 16.98% from 2026 to 2033, driven by the digitalization of banking services and increased cyberattacks targeting financial institutions [8] Regional Insights - North America dominated the market in 2025, capturing approximately 41% of the revenue share, attributed to its advanced technological infrastructure and high cybersecurity awareness [9] - The Asia Pacific region is projected to grow at the fastest CAGR of around 16.84% from 2026 to 2033, driven by rapid digitalization in countries like China, India, and Japan [9] Key Players - Notable companies in the DDoS protection and mitigation market include NetScout, Akamai Technologies, Radware, Huawei, Fortinet, and Cloudflare, among others [13]

Company Overview - Ondas Holdings Inc. (ONDS) shares increased by 26% to close at $9.21, with a notable trading volume compared to typical sessions, and a total gain of 45.3% over the past four weeks [1] - The recent stock price increase followed the announcement of an order for 500 Wasp drones from Rift Dynamics through its American Robotics subsidiary [1] Financial Expectations - Ondas is expected to report a quarterly loss of $0.06 per share, reflecting a year-over-year change of +60%, with revenues projected at $7.8 million, a significant increase of 426.7% from the previous year [2] - The consensus EPS estimate for Ondas has remained unchanged over the last 30 days, indicating that stock price movements may not continue without trends in earnings estimate revisions [3] Industry Context - Ondas operates within the Zacks Communication - Network Software industry, where A10 Networks (ATEN) also competes, having finished the last trading session up by 1.1% at $18.49, with a 3.9% return over the past month [3] - A10 Networks has an unchanged consensus EPS estimate of $0.21 for its upcoming report, indicating no year-over-year change, and currently holds a Zacks Rank of 4 (Sell) [4]

Group 1 - A10 Networks Inc. (NYSE:ATEN) is underperforming in the data center sector in 2025, with its stock largely flat since the beginning of the year, contrasting with the strong performance of larger data center stocks [1] - The company appointed a new CFO, Michelle Caron, on September 24, who previously served as VP of Finance and CFO at Beckman Coulter Life Sciences, a division of Danaher Corporation [2] - Analyst activity has been limited, with BTIG analyst Gray Powell upgrading the stock to a Buy with a price target of $22 after the company reported better-than-expected Q2 2025 results, indicating potential for high-single-digit growth this year and double-digit growth in the future [3] Group 2 - A10 Networks provides security and infrastructure solutions for on-premises, hybrid cloud, and edge cloud environments, but certain AI stocks are considered to have greater upside potential and less downside risk [4]

Company Overview - A10 Networks, Inc. (NYSE: ATEN) is scheduled to report its Q1 '25 earnings on May 1 after market close [1] Investment Strategy - The company is positioned for long-term investment, focusing on a mix of growth, value, and dividend-paying stocks, with a particular emphasis on value [1]