CyberArk (CYBR) came out with quarterly earnings of $0.98 per share, beating the Zacks Consensus Estimate of $0.79 per share. This compares to earnings of $0.75 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 24.05%. A quarter ago, it was expected that this maker of software that detects attacks on privileged accounts would post earnings of $0.71 per share when it actually produced earnings of $0.80, delivering a surprise of 1 ...

分组1 - Fortinet reported quarterly earnings of $0.58 per share, exceeding the Zacks Consensus Estimate of $0.53 per share, and up from $0.43 per share a year ago, representing an earnings surprise of 9.43% [1] - The company achieved revenues of $1.54 billion for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 0.21%, and an increase from $1.35 billion year-over-year [2] - Fortinet has consistently surpassed consensus EPS and revenue estimates over the last four quarters [2] 分组2 - The stock has increased approximately 13.4% since the beginning of the year, contrasting with the S&P 500's decline of -4.7% [3] - The current consensus EPS estimate for the upcoming quarter is $0.58 on revenues of $1.62 billion, and for the current fiscal year, it is $2.44 on revenues of $6.74 billion [7] - The Zacks Industry Rank indicates that the Security industry is currently in the bottom 31% of over 250 Zacks industries, which may impact stock performance [8]

Group 1: Earnings Performance - Qualys reported quarterly earnings of $1.67 per share, exceeding the Zacks Consensus Estimate of $1.46 per share, and up from $1.45 per share a year ago, representing an earnings surprise of 14.38% [1] - The company posted revenues of $159.9 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 1.78%, compared to year-ago revenues of $145.81 million [2] Group 2: Stock Performance and Outlook - Qualys shares have declined approximately 8.6% since the beginning of the year, while the S&P 500 has decreased by 3.9% [3] - The current consensus EPS estimate for the upcoming quarter is $1.40 on revenues of $159.62 million, and for the current fiscal year, it is $5.73 on revenues of $649.67 million [7] Group 3: Industry Context - The Zacks Security industry is currently ranked in the bottom 31% of over 250 Zacks industries, indicating potential challenges for stock performance [8] - Another company in the same industry, CrowdStrike Holdings, is expected to report quarterly earnings of $0.66 per share, reflecting a year-over-year decline of 29%, with revenues projected at $1.1 billion, up 19.9% from the previous year [9]

Varonis Systems (VRNS) reported break-even quarterly earnings per share versus the Zacks Consensus Estimate of a loss of $0.05. This compares to loss of $0.03 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 100%. A quarter ago, it was expected that this data-management software company would post earnings of $0.14 per share when it actually produced earnings of $0.18, delivering a surprise of 28.57%.Over the last four quarters ...

Core Viewpoint - Fortinet (FTNT) is positioned well to continue its trend of beating earnings estimates, with a strong history of performance in the Zacks Security industry [1][5]. Earnings Performance - In the most recent quarter, Fortinet reported earnings of $0.74 per share, exceeding the expected $0.60 per share, resulting in a surprise of 23.33% [2]. - For the previous quarter, Fortinet's earnings were $0.63 per share against an expectation of $0.51 per share, leading to a surprise of 23.53% [2]. Earnings Estimates and Predictions - There has been a favorable change in earnings estimates for Fortinet, with a positive Earnings ESP (Expected Surprise Prediction) indicating potential for another earnings beat [5][8]. - The current Earnings ESP for Fortinet is +3.77%, suggesting analysts have recently become more optimistic about the company's earnings prospects [8]. Zacks Rank and Success Rate - Fortinet holds a Zacks Rank of 3 (Hold), which, when combined with a positive Earnings ESP, indicates a high likelihood of a positive surprise, with historical data showing nearly 70% success in such cases [6][8]. - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, reflecting the latest analyst revisions before earnings releases [7].

Core Insights - Zscaler's stock has increased by 18.2% in the past month, outperforming the Zacks Security industry's return of 14.8%, leading investors to consider whether to hold or take profits [1] Group 1: Performance and Demand - The demand for Zscaler's cybersecurity solutions is strong, driven by increasing threats such as nation-state cyber warfare and ransomware attacks [1] - Zscaler achieved a 12-month trailing dollar-based retention rate of 115% in Q2 fiscal 2025, supported by larger bundle sales and robust upsells [2] - Remaining Performance Obligations increased by 28% year over year, indicating strong future revenue commitments [2] Group 2: Government Sector Expansion - Zscaler is enhancing its GovCloud solutions to comply with government security standards, expanding its presence among government agencies [3] - The company added one cabinet-level agency client in Q4, bringing its total to 13 out of 15 U.S. cabinet-level agencies, indicating growth potential in the public sector [4] Group 3: AI Integration and Partnerships - Zscaler is implementing generative AI in its offerings, collaborating with NVIDIA and CrowdStrike to enhance its cybersecurity solutions [5][6] - The integration of NVIDIA's AI technologies strengthens Zscaler's Zero Trust Security model, improving its capabilities in threat intelligence and real-time insights [6] Group 4: Financials and Investments - Zscaler's revenue for fiscal 2025 is projected to increase by 22.2% year over year, reflecting strong demand for its products [8] - Non-GAAP sales and marketing expenses rose by 12.9% year over year to $237.5 million, accounting for 36.7% of Q2 fiscal 2025 revenues, indicating aggressive market strategies [10] - R&D expenses surged by 34.7% year over year to $105 million, representing 16.2% of total revenues, highlighting the company's commitment to innovation [11] Group 5: Valuation Concerns - Zscaler's premium valuation is evident with a Forward 12-month P/S ratio of 11.56X, significantly higher than the sector average of 5.71X, raising concerns about overvaluation [12] Group 6: Investment Recommendation - Despite the premium valuation, Zscaler's AI innovations and strong position in the Zero Trust security space suggest it is a stock worth retaining, currently holding a Zacks Rank 3 (Hold) [15]

The latest trading session saw Palo Alto Networks (PANW) ending at $186.27, denoting a -0.35% adjustment from its last day's close. The stock trailed the S&P 500, which registered a daily gain of 0.63%. Meanwhile, the Dow experienced a rise of 0.21%, and the technology-dominated Nasdaq saw an increase of 1.52%.Coming into today, shares of the security software maker had gained 7.94% in the past month. In that same time, the Computer and Technology sector gained 1.66%, while the S&P 500 lost 0.7%.Market part ...

CyberArk (CYBR) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.Shares of this maker of software that detects attacks on privileged accounts have returned +1.9% over the past month versus the Zacks S&P 500 composite's -0.7% change. The Zacks Security industry, to which CyberArk belongs, has gained 10.8% over this period. Now the key question is: Where could the stock be headed in the n ...

Company Overview - Okta (OKTA) shares increased by 7.4% to close at $112.54, supported by strong trading volume, contrasting with a 0.4% loss over the past four weeks [1] - The company is experiencing robust demand for its identity security solutions, driven by product innovation and increased customer adoption of offerings like Okta Identity Governance [1] Earnings Expectations - Okta is projected to report quarterly earnings of $0.77 per share, reflecting an 18.5% year-over-year increase, with revenues expected to reach $679.73 million, up 10.2% from the previous year [2] - The consensus EPS estimate for Okta has remained stable over the last 30 days, indicating that stock price movements may not sustain without earnings estimate revisions [3] Industry Context - Okta is part of the Zacks Security industry, which includes other companies like Fortinet (FTNT), whose stock closed 1.5% higher at $104.21, with a 6.6% return over the past month [3] - Fortinet's consensus EPS estimate has seen a slight decrease of 0.2% to $0.53, representing a 23.3% increase from the previous year [4]

Company Overview - NAPCO Security Technologies, Inc. is a leading designer and manufacturer of high-tech electronic security devices and services, including intrusion, fire alarm, access control, and locking systems [3] - The company is also a prominent provider of school safety solutions and operates through four divisions: NAPCO and three wholly owned subsidiaries: Alarm Lock, Continental Instruments, and Marks USA [3] - NAPCO's products are widely installed by security professionals across various sectors, including commercial, industrial, institutional, residential, and government applications [3] Financial Results Announcement - NAPCO Security Technologies will release its financial results for the Fiscal Third Quarter 2025, which ended on March 31, 2025, on May 5, 2025, before the market opens [1] - Following the financial results announcement, a conference call for analysts and investors is scheduled for 11 A.M. ET on the same day [1] Investor Participation - The conference call will be webcast, and interested parties can participate via the Investor Relations section of the company's website or by dialing specific phone numbers [2] - A replay of the webcast will also be available on the company's Investor Relations website [2]