Key Takeaways Allot's SECaaS ARR surged 60% year over year in Q3 2025, reaching 28% of total revenues.ALLT sees growth from Tier-1 telecom launches, rising subscribers and higher attach rates.Allot's Compax Venture deal expands SECaaS to MVNOs, boosting recurring revenue mix.Allot Ltd. (ALLT) is witnessing strong growth in its Cybersecurity as a Service (SECaaS) business, which is becoming the main driver for the company's revenue growth. In the third quarter of 2025, SECaaS annual recurring revenues (ARR) ...

RESTON, Va., Feb. 23, 2026 (GLOBE NEWSWIRE) -- Axonius Federal Systems LLC (AFS), the asset intelligence platform for unified security operations and exposure management for the public sector, today announced the appointment of Jared Vichengrad as senior vice president and general manager. Reporting directly to the AFS Board of Directors, Vichengrad will lead the company’s dedicated federal organization, overseeing strategy, execution, and growth across the U.S. federal market. Vichengrad brings more than 2 ...

Check Point Software Technologies Ltd. (NASDAQ:CHKP) is among the 12 Best Tech Stocks that Beat Earnings Estimates. On February 13, 2026, Wedbush lowered its price target on Check Point Software Technologies Ltd. (NASDAQ:CHKP) to $210 from $240 and maintained an Outperform rating following the company’s Q4 results. Wedbush said revenue came in roughly in line with the Street and beat on the bottom line, while FY26 guidance was conservative despite strong demand across the product portfolio, with SASE, E-m ...

As filed with the Securities and Exchange Commission on February 20, 2026 Registration No. 333-293108 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ––––––––––––––––––––––––––––––––––––––– AMENDMENT NO. 1 TO FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 ––––––––––––––––––––––––––––––––––––––– Iron Dome Acquisition I Corp. (Exact name of registrant as specified in its charter) ––––––––––––––––––––––––––––––––––––––– | Cayman Islands | 6770 | N/A | | --- | --- | --- ...

Key Takeaways ALLT is expected to post Q4 revenues of $27.93M, up 12.2% Y/Y, with EPS of 7 cents.Allot's SECaaS ARR jumped about 60% Y/Y in Q3, lifting recurring revenues to 63% of total sales.ALLT trades at 4.21X forward sales, below sector and major cybersecurity peers.Allot Inc. (ALLT) is scheduled to report its fourth-quarter 2025 results on Feb. 25.The Zacks Consensus Estimate for Allot’s fourth-quarter 2025 revenues is pegged at $27.93 million, which implies growth of 12.2% from the year-ago reported ...

Fears that artificial intelligence (AI) will rapidly disrupt software companies have been overdone, according to JPMorgan. The bank’s strategists believe parts of the sector are more resilient than believed, creating a potential opportunity for investors. “Given the positioning flush, overly bearish outlook on AI disruption of software and solid fundamentals, we believe the balance of risks is increasingly skewed towards a rebound,” said Dubravko Lakos‑Bujas, Head of Global Markets Strategy. In a recent ...

Market Overview - Overseas stock markets showed mixed results, with the Euro Stoxx 50 down by -0.40%, China's Shanghai Composite up by +0.05%, and Japan's Nikkei Stock 225 down by -0.02% [1] - The S&P 500 Index closed down -1.57%, the Dow Jones Industrial Average down -1.34%, and the Nasdaq 100 Index down -2.04% [6] Earnings Reports - Over two-thirds of S&P 500 companies have reported earnings, with 76% beating expectations. S&P earnings growth is projected to increase by +8.4% in Q4, marking the tenth consecutive quarter of year-over-year growth [2] - Excluding the Magnificent Seven technology stocks, Q4 earnings are expected to rise by +4.6% [2] - Cisco Systems fell more than -12% after indicating that higher memory-chip prices would impact profitability [5][14] - ICON Plc closed down more than -39% due to an internal investigation into accounting practices, suggesting revenue may have been overstated by less than 2% [13] - Tyler Technologies reported Q4 total revenue of $575.2 million, below the consensus of $590.8 million, leading to a decline of more than -15% [14] Sector Performance - The Magnificent Seven technology stocks experienced a sell-off, with Apple down more than -5% and Amazon, Meta, and Tesla down more than -2% [10] - Trucking and logistics companies faced significant declines amid concerns over AI disruption, with Landstar Systems down more than -15% and CH Robinson down more than -14% [11] - Cryptocurrency-exposed stocks fell after Bitcoin declined by more than -3%, with Coinbase down more than -7% [12] Economic Indicators - US January existing home sales fell -8.4% month-over-month to a 16-month low of 3.91 million, below expectations of 4.5 million [3] - Lower bond yields supported stocks, with the 10-year T-note yield falling to a 2.25-month low of 4.10% [4][7] - UK Q4 GDP rose by +0.1% quarter-over-quarter and +1.0% year-over-year, which was weaker than expected [8]

We secure our customers' AI transformation through 4 strategic solution pillars, each one of them a platform of its own. hybrid mesh network security, securing the infrastructure, workspace security, securing the employees, exposure management that provides situational awareness and then finally, AI security across all of these pillars. We secure the hybrid mesh infrastructure across data centers, hybrid cloud, branch and SASE. And we have a very clear market differentiation for hybrid mesh. And our advanta ...

Core Insights - Check Point aims to secure customers' AI transformation through a "prevention-first" approach and AI-powered unified management across its portfolio [1] - The company has expanded its platform to include AI security and exposure management, responding to an AI-driven shift in the threat landscape [2] - Check Point's strategy focuses on consistent execution and strengthening its foundation for long-term growth, with changes in organizational structure and go-to-market strategies [3] Financial Performance - For Q4 2025, Check Point reported revenue of $745 million, a 6% year-over-year increase, with subscription revenue growing by 11% [6][10] - Non-GAAP EPS for Q4 was $3.40, exceeding guidance, which included a one-time tax benefit of approximately $0.52 [11] - Full-year 2025 revenue reached $2.725 billion, also a 6% year-over-year increase, with non-GAAP EPS of $11.89, boosted by a tax benefit [14] Growth Projections - For 2026, Check Point guided revenue between $2.83 billion and $2.95 billion, representing 4% to 8% growth, with subscription revenue growth projected at 10% to 14% [5][17] - The company anticipates Q1 2026 revenue of $655 million to $685 million, with subscription revenue between $318 million and $328 million [17] Strategic Initiatives - Check Point is repositioning to secure AI transformation with a four-pillar platform that includes AI security and exposure management [7] - The company has made targeted acquisitions, including Cyclops for asset discovery and Cyada for governing autonomous AI agents [8] - Check Point is focusing on managed service providers (MSPs) to enhance its offerings for smaller customers through partnerships [9] Market Dynamics - The company highlighted that attackers are adopting AI faster than defenders, creating new attack surfaces due to rapid enterprise AI adoption [2] - Check Point's revenue growth in Q4 was driven primarily by subscription revenue, which is expected to continue benefiting from a product price increase effective January 1, 2026 [16] Operational Metrics - Deferred revenue grew 9% year-over-year to $2.18 billion, with calculated billings up 8% to $1.039 billion [12] - Gross margin for Q4 was 89%, with operating expenses rising 13% due to workforce increases and investments in sales and marketing [13]

Earnings Reports - More than two-thirds of S&P 500 companies have reported Q4 earnings, with 78% beating expectations [1] - S&P earnings growth is projected to increase by +8.4% in Q4, marking the tenth consecutive quarter of year-over-year growth [1] - Excluding the Magnificent Seven technology stocks, Q4 earnings are expected to rise by +4.6% [1] Market Performance - The S&P 500 Index is down -0.52%, the Dow Jones Industrial Average is down -0.07%, and the Nasdaq 100 Index is down -1.08% [5] - The weakness in the Magnificent Seven technology stocks is impacting the broader market, with notable declines in Amazon, Apple, and Meta Platforms [10] - Cisco Systems is down more than -10% due to expectations of reduced profitability from higher memory-chip prices [4][14] Sector Movements - Sandisk is up more than +7% following a forecast of increased demand for NAND memory chips from Kioxia Holdings [3][18] - Strength in chip makers and AI-infrastructure stocks is supporting the broader market, with Seagate Technology up more than +9% [12] - Trucking and logistics companies are facing significant sell-offs, with CH Robinson Worldwide down more than -19% [11] Economic Indicators - US January existing home sales fell -8.4% month-over-month to a 16-month low of 3.91 million, below expectations [2] - The 10-year T-note yield decreased by 3 basis points to 4.14%, influenced by weaker economic data [3][7] - European government bond yields are also declining, with the 10-year German bund yield dropping to a 2.25-month low [8]