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Zscaler's Product Expansions Drive Sales: Are Margins at Risk?
ZACKS· 2025-07-04 14:11
Key Takeaways ZS Q3 revenues rose 23% to $678M, but gross margin fell 110 basis points to 80.3% year over year. New modules and Z-Flex deals boost ARR but bundle lower-margin offerings, affecting near-term profits. ZS still hit Rule of 52 with 24% revenue growth and 28% free cash flow margin for year-to-date FY25.Zscaler (ZS) reported strong results for its third quarter of fiscal 2025. The company’s revenues rose 23% year over year to $678 million. But one area to watch closely is non-GAAP gross margins. ...
SailPoint Announces Addition to Russell 3000® Index
Globenewswire· 2025-07-01 13:00
FTSE Russell is a global index leader that provides innovative benchmarking, analytics and data solutions for investors worldwide. FTSE Russell calculates thousands of indexes that measure and benchmark markets and asset classes in more than 70 countries, covering 98% of the investable market globally. FTSE Russell index expertise and products are used extensively by institutional and retail investors globally. Approximately $18.1 trillion is benchmarked to FTSE Russell indexes. Leading asset owners, asset ...
CyberArk's Machine Identity Push: Is Venafi the Game Changer?
ZACKS· 2025-06-24 15:31
Key Takeaways Venafi featured in 9 of CYBR's top 10 Q1 deals, boosting cross-sell momentum across identity security. A Fortune 100 firm and PDS Health expanded with Venafi, each signing six-figure machine identity deals. CYBR says machine identities now outnumber human ones 80:1, up from 45:1, expanding its $60B TAM.CyberArk (CYBR) is gaining traction in the fast-growing machine identity market. CyberArk’s acquisition of Venafi, a leader in machine identity management, is emerging as a key growth catalyst ...
Okta's Security Portfolio Expands Clientele: A Sign of More Upside?
ZACKS· 2025-06-23 16:36
Key Takeaways OKTA saw 20% growth in more than $1M ACV clients, led by Global 2000 firms and government agencies. OKTA launched OIG, ITP and OPA to address complex identity needs across critical sectors. Four of OKTA's top 10 Q1 deals came from U.S. government clients using FedRAMP-compliant offerings.Okta (OKTA) is benefiting from its innovative portfolio that is driving clientele. In the first quarter of fiscal 2026, it reported strong momentum among large-cap customers, including Global 2000 companies ...
Why SailPoint May Cruise Past Cybersecurity Rivals in 2025
MarketBeat· 2025-06-18 12:18
Rising tech firm SailPoint Inc. NASDAQ: SAIL aims to address a critical issue facing companies and organizations across all sectors and industries: identity security. The cybersecurity company provides identity governance and administration services to clients, allowing them to automatically manage user identities, access rights, and other parameters within their rosters of personnel. SailPoint TodaySAILSailPoint$22.95 -0.45 (-1.92%) 52-Week Range$15.05▼$26.35Price Target$26.50Add to WatchlistSailPoint has ...
Top Stock Picks for Week of June 16, 2025
Zacks Investment Research· 2025-06-16 19:20
[Music] stocks our strategists feel are poised to deliver positive returns are featured now in their top stock picks of the week what's up everybody we got another top stock pick of the week for you it's going to be me and Tracy Ryneck me huh that's Dave Bartoziaak that's who I am uh let's go ahead and take a look at zach. com and see what stock I'm talking about it's Dave that's right dave just like me it is a Zach rank number one strong buy check out the style scores here an F for value but an A for growt ...
Should You Buy CyberArk Stock After a 10.7% Rise in a Month?
ZACKS· 2025-06-16 15:40
Key Takeaways CYBR gained 10.7% in one month, outperforming the security industry and peers. CyberArk's AI-powered upgrades and key acquisitions have expanded its identity security capabilities. Revenues are projected between $1.313B and $1.323B in 2025, reflecting 31.89% year-over-year growth.CyberArk Software (CYBR) shares have gained 10.7% in the past month, outperforming the Zacks Security industry and its peers, including Palo Alto Networks (PANW) , Fortinet (FTNT) and SentinelOne (S) . The Zacks Sec ...
SailPoint Analysts Increase Their Forecasts After Better-Than-Expected Q1 Earnings
Benzinga· 2025-06-12 13:22
SailPoint, Inc. SAIL reported better-than-expected first-quarter adjusted EPS results and raised its FY26 guidance above estimates on Wednesday.The company reported quarterly revenue growth of 23% year-on-year to $230.47 million, compared to analyst consensus estimates of $235.19 million. The quarterly subscription revenue was $215.32 million, up by 27%. The company reported an adjusted EPS of 1 cent, surpassing the consensus analyst estimate of a 1-cent loss.For the second-quarter of fiscal year 2026, Sail ...
SailPoint Inc(SAIL) - 2026 Q1 - Earnings Call Transcript
2025-06-11 13:32
SailPoint (SAIL) Q1 2026 Earnings Call June 11, 2025 08:30 AM ET Company Participants Scott Schmitz - SVP - IRMark McClain - CEO & FounderBrian Carolan - CFOJoel Fishbein - Managing DirectorMatt Mills - PresidentPeter Levine - Managing DirectorGray Powell - Managing DirectorShaul Eyal - Managing Director - Equity ResearchJoseph Gallo - Senior Vice PresidentBrian Essex - Executive DirectorMichael Romanelli - Vice PresidentSaket Kalia - Managing Director Conference Call Participants Matt Hedberg - Managing Di ...
SailPoint Inc(SAIL) - 2026 Q1 - Earnings Call Transcript
2025-06-11 13:30
SailPoint (SAIL) Q1 2026 Earnings Call June 11, 2025 08:30 AM ET Speaker0 Day, and thank you for standing by. Welcome to CellPoint's First Quarter twenty twenty six Earnings Conference Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer Please be advised today's conference is being recorded. I would now like to hand this conference over to your speaker today, Scott Schmitz. Please go ahead. Speaker1 Good morning, and thank you ...