TechCrunch verified that the security bug in the Indian Income Tax Department's e-Filing portal exposed taxpayers' data to other users. The security researchers who found the flaw say the data leak is now fixed. https://t.co/hhnbjoHwJO ...

Core Insights - Fortinet (FTNT) is positioned to potentially continue its earnings-beat streak, having a history of exceeding earnings estimates, particularly in the last two quarters with an average surprise of 8.95% [1][5] Earnings Performance - For the most recent quarter, Fortinet reported earnings of $0.59 per share against an expectation of $0.64, resulting in a surprise of 8.47%. In the previous quarter, the company reported $0.58 per share compared to a consensus estimate of $0.53, achieving a surprise of 9.43% [2][5] Earnings Estimates and Predictions - There has been a favorable change in earnings estimates for Fortinet, with a positive Earnings ESP (Expected Surprise Prediction) indicating a strong likelihood of an earnings beat, especially given its solid Zacks Rank [5][8] - The current Earnings ESP for Fortinet is +4.45%, suggesting that analysts have recently become more optimistic about the company's earnings prospects [8] Statistical Insights - Research indicates that stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have a nearly 70% chance of producing a positive surprise [6][8] - The next earnings report for Fortinet is expected to be released on November 5, 2025 [8]

Core Insights - Allegion plc is a security company based in Dublin, Ireland, with a market capitalization of $15.2 billion, specializing in mechanical and electronic security products [1] Financial Performance - Analysts anticipate Allegion to report a profit of $2.21 per share for fiscal Q3 2025, reflecting a 2.3% increase from $2.16 per share in the same quarter last year [2] - For the current fiscal year, the expected profit is $8.18 per share, an 8.6% increase from $7.53 per share in fiscal 2024, with further growth projected to $8.65 per share in fiscal 2026 [3] Stock Performance - Allegion's stock has increased by 21.5% over the past 52 weeks, outperforming the S&P 500 Index's 17.8% rise and the Industrial Select Sector SPDR Fund's 14.7% return [4] - Following the release of strong Q2 results, Allegion's shares rose by 6%, with Q2 revenue reaching $1 billion, a 5.8% increase on a reported basis and 3.2% on an organic basis, exceeding consensus estimates by 2% [5] Analyst Ratings - Wall Street analysts maintain a "Moderate Buy" rating for Allegion, with three out of eleven analysts recommending "Strong Buy" and eight suggesting "Hold" [6] - The mean price target for Allegion is set at $178.33, indicating a slight potential upside from current levels [6]

Core Viewpoint - Zscaler's recent earnings report shows strong performance with significant revenue and earnings growth, indicating a positive trend leading up to the next earnings release [2][3][9]. Financial Performance - Zscaler reported Q4 fiscal 2025 non-GAAP earnings of 89 cents per share, exceeding estimates by 11.3% and reflecting a year-over-year increase of 23.6% [2]. - Revenues for Q4 reached $719.2 million, surpassing estimates by 1.9% and management's guidance, with a year-over-year growth of 21% [3]. - Calculated billings increased by 32% year over year to $1.2 billion, with the Americas contributing 55% of revenues [4]. Customer Metrics - As of July 31, Zscaler had 664 customers with annualized recurring revenues (ARR) of $1 million or more, and 3,494 customers with ARR exceeding $100,000 [5]. Operating Details - Non-GAAP gross profit rose 18.5% year over year to $570.1 million, while the gross margin contracted to 79.3% [6]. - Non-GAAP operating income increased to $158.9 million, with an operating margin of 22.1% [6]. Balance Sheet & Cash Flow - Zscaler's cash, cash equivalents, and short-term investments totaled $3.57 billion as of July 31, 2025, up from $3.01 billion in April 2025 [7]. - The company generated operating cash flow of $250.6 million and free cash flow of $171.9 million in Q4 [7]. Guidance - For fiscal 2026, Zscaler forecasts revenues between $3.265 billion and $3.284 billion, with non-GAAP earnings per share expected in the range of $3.64 to $3.68 [9]. Industry Context - Zscaler is part of the Zacks Security industry, which has seen positive performance from peers like CrowdStrike, which reported a 21% year-over-year revenue increase [13].

Core Insights - NUBURU, Inc. has announced the implementation of a dual-CEO structure to support its transformation plan, effective October 1, 2025 [1][2][3] - The transformation plan aims for revenue growth starting in Q4 2025 through strategic acquisitions and international alliances [1][8] Leadership Changes - Alessandro Zamboni and Dario Barisoni have been appointed as co-Chief Executive Officers, with Zamboni also serving as Executive Chairman [2][5] - Barisoni will focus on operations and strategic growth, particularly in the defense sector, while Zamboni will oversee corporate strategy and financial reporting [5][7] Strategic Focus - The dual-CEO structure is intended to enhance operational excellence and capitalize on emerging opportunities in complex, growth-oriented markets [3][4] - NUBURU is expanding into defense-tech and critical infrastructure sectors, leveraging both internal innovation and strategic acquisitions [8] Financial Position - The company recently completed a public offering, raising $12 million to strengthen its balance sheet and support its strategic initiatives [15][16]

Core Insights - CrowdStrike reported non-GAAP earnings per share of 93 cents for Q2 fiscal 2026, exceeding estimates by 12.1% and management's guidance [2] - The company's revenues for the same quarter were $1.17 billion, surpassing estimates and reflecting a 21% year-over-year increase [3] Financial Performance - Subscription revenues, which constitute 94.4% of total revenues, increased by 20.1% year-over-year to $1.10 billion, while professional services revenues rose by 44.7% to $66 million [4] - Annual recurring revenues (ARR) reached $4.66 billion, marking a 20% year-over-year growth, with $221.1 million added in net new ARR during the quarter [4][5] - Non-GAAP gross profit increased by 19.7% to $907.4 million, with a gross margin of 78%, down 100 basis points year-over-year [6] Operating Expenses - Total non-GAAP operating expenses rose by 26.2% to $652.5 million, increasing as a percentage of revenues from 53.7% to 55.8% [8] - Non-GAAP sales and marketing expenses increased by 25.9% to $364.3 million, while research and development expenses climbed by 27.9% to $217.3 million [9] Guidance - For Q3 fiscal 2026, CrowdStrike anticipates revenues between $1.208 billion and $1.218 billion, with non-GAAP operating income expected in the range of $252-$256 million [12] - For the full fiscal year 2026, the revenue guidance has been adjusted to between $4.749 billion and $4.805 billion, with non-GAAP net income projected between $922.4 million and $954 million [13][14] Market Position - CrowdStrike's stock has shown an upward trend in estimates, with a consensus estimate shift of 155.09% [15] - The company holds a Zacks Rank 1 (Strong Buy), indicating expectations for above-average returns in the coming months [17] Industry Comparison - CrowdStrike is part of the Zacks Security industry, where competitor Palo Alto Networks reported revenues of $2.54 billion, reflecting a year-over-year increase of 15.8% [18]

Core Insights - Fortinet's geographic mix is shifting, with EMEA becoming a crucial growth driver, showing an 18% year-over-year revenue increase in Q2 2025, compared to 11% growth in the Americas and APAC [1][9] - The demand for advanced cybersecurity and secure networking solutions is rising, particularly in EMEA, driven by hybrid work models and stricter data-sovereignty regulations [2] - Fortinet is investing in regional infrastructure, exemplified by a €40 million high-security data center in Spain to enhance its services in key European markets [3] Revenue Growth Projections - The Zacks model forecasts continued momentum, projecting 2025 revenue growth of 13% for EMEA, 12% for the Americas, and 14% for APAC, indicating a balanced expansion strategy [4] Competitive Landscape - Palo Alto Networks generates 67% of its revenues from the Americas, with EMEA at 21% and APAC at 13%, indicating a reliance on the U.S. market but also showing international growth potential [5] - Zscaler has a strong international presence with 55% of revenues from the Americas, 29% from EMEA, and 16% from APAC, demonstrating superior scalability and growth in cloud-first regions [6] Stock Performance and Valuation - Year-to-date, Fortinet shares have declined by 10.1%, underperforming the Zacks Security industry's 21.2% gain and the Zacks Computer and Technology sector's 22.4% rise [7] - Fortinet appears overvalued with a forward 12-month price-to-sales ratio of 8.85, exceeding the sector average of 7.1 [10] - The consensus estimate for 2025 earnings is $2.52 per share, reflecting a 6.33% year-over-year growth [13]

Core Insights - CrowdStrike (CRWD) has signed a definitive agreement to acquire Pangea, aiming to enhance its AI security capabilities through the launch of AI Detection and Response (AIDR) [1][10] - AIDR will secure the entire AI lifecycle, addressing risks associated with data, models, agents, and systems, while also managing prompt injection attacks and unsafe chatbot usage [2][3][10] - The acquisition is expected to drive growth and support CrowdStrike's long-term goal of achieving $10 billion in Annual Recurring Revenue (ARR) by fiscal 2031 [4][10] Company Developments - The integration of Pangea's tools will enhance CrowdStrike's Falcon platform, providing comprehensive protection across various AI interactions [2][10] - CrowdStrike's existing offerings, such as Charlotte AI and Falcon Shield, will be complemented by the new capabilities from Pangea, covering critical layers of AI security [3][10] Competitive Landscape - Competitors like Palo Alto Networks (PANW) and Okta Inc. (OKTA) are also pursuing acquisitions to expand their platforms and innovate in AI security [5] - Palo Alto Networks is set to acquire CyberArk to strengthen its identity-driven threat protection capabilities [6] - Okta's acquisition of Axiom Security has enhanced its tools for privileged access management [7] Financial Performance - CrowdStrike's shares have increased by 44.2% year to date, outperforming the Security industry's growth of 21.2% [8] - The company trades at a forward price-to-sales ratio of 22.77X, significantly higher than the industry's average of 13.36X [11] - The Zacks Consensus Estimate indicates a year-over-year decline of 6.6% in fiscal 2026 earnings, followed by a projected growth of 29.1% in fiscal 2027 [14]

Core Insights - BlackBerry Limited (BB) is scheduled to report its second-quarter fiscal 2026 results on September 25, with a consensus estimate for earnings at 1 cent and revenues expected to be between $115 million and $125 million, reflecting a 13.8% year-over-year decline [1][9]. Financial Performance - BlackBerry has a strong earnings surprise history, having outperformed the Zacks Consensus Estimate in the last four quarters with an average beat of 116.67% [2]. - The company currently has an Earnings ESP of 0.00% and a Zacks Rank of 3 (Hold) [4]. Revenue Drivers - The QNX segment is anticipated to drive performance, particularly due to demand in advanced driver assistance systems and digital cockpit markets [5]. - BlackBerry is expanding into general embedded markets (GEM), with GEM now constituting 43% of the total SDP 8.0 pipeline, which grew by 55% in the last quarter [6][7]. - QNX revenue is projected to be between $55 million and $60 million, with adjusted EBITDA expected to be between $10 million and $13 million [10]. Secure Communications Division - The Secure Communications division is likely to benefit from strong uptake of Secusmart and AtHoc solutions, bolstered by key government contracts [11]. - Secusmart has performed well due to large deals with the German government, and the global pipeline is expanding, particularly in defense [12]. - BlackBerry has raised its full-year revenue guidance by $4 million to a range of $234 million to $244 million, with second-quarter revenue expectations of $54 million to $59 million [13]. Market Position and Valuation - BlackBerry's shares have declined by 5.2% over the past six months, underperforming the Internet Software industry's growth of 25% [15]. - The stock is trading at a forward 12-month price/sales multiple of 4.54X, which is lower than the Internet Software industry's multiple of 6.01X [22]. Investment Considerations - Strength in QNX and expanding traction in GEMs provide long-term growth visibility, while momentum in Secure Communications adds stability [24]. - Despite macroeconomic headwinds and rising competition in cybersecurity, the company's earnings surprise history and improving fundamentals are positive indicators [24].

Company Performance - CyberArk (CYBR) closed at $485.95, with a daily increase of +1.21%, outperforming the S&P 500's gain of 0.48% [1] - Over the past month, CyberArk's shares have appreciated by 9.45%, surpassing the Computer and Technology sector's gain of 5.46% and the S&P 500's gain of 2.46% [2] Financial Projections - CyberArk is projected to report earnings of $0.93 per share, reflecting a year-over-year decline of 1.06%, with expected revenue of $327 million, up 36.19% from the prior-year quarter [3] - For the entire fiscal year, earnings are estimated at $3.87 per share and revenue at $1.32 billion, indicating increases of +27.72% and +32.39% respectively from the previous year [4] Analyst Estimates and Rankings - Recent changes to analyst estimates for CyberArk indicate a shifting business landscape, with positive revisions suggesting optimism about the company's outlook [4] - The Zacks Rank system currently rates CyberArk at 3 (Hold), with a recent 6.19% decrease in the consensus EPS estimate over the last 30 days [6] Valuation Metrics - CyberArk has a Forward P/E ratio of 124.17, which is a premium compared to the industry average Forward P/E of 65.2 [7] - The company has a PEG ratio of 5.11, significantly higher than the Security industry's average PEG ratio of 2.7 [7] Industry Context - The Security industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 52, placing it in the top 22% of over 250 industries [8]