Dallas, Texas, July 15, 2025 (GLOBE NEWSWIRE) -- CompX International Inc. (NYSE American:  CIX) announced today that, subject to the completion of quarter-end closing procedures, it expects to report second quarter 2025 earnings in a press release after market close on Tuesday, August 5, 2025.  CompX is a leading manufacturer of security products and recreational marine components. * * * * Investor Relations Contact Bryan A. HanleySenior Vice President and TreasurerTel. 972-233-1700 ...

ASHBURN, Va., July 15, 2025 (GLOBE NEWSWIRE) -- Telos Corporation (NASDAQ: TLS), a leading provider of cyber, cloud and enterprise security solutions for the world’s most security-conscious organizations, announced today that its premier cyber governance, risk and compliance (GRC) platform, Xacta®, has achieved authorization from the Federal Risk and Authorization Management Program (FedRAMP) at Impact Level “High.” With this achievement, Telos is now listed in the FedRAMP Marketplace as an Authorized vendo ...

JERSEY CITY, N.J., July 15, 2025 (GLOBE NEWSWIRE) -- AvePoint (NASDAQ: AVPT), the global leader in data security, governance, and resilience, will report its second quarter 2025 financial results after the US financial markets close on Thursday, August 7, 2025. The Company will host a conference call at 4:30pm ET on Thursday, August 7, 2025. CEO and Co-Founder Dr. Tianyi Jiang (TJ) and CFO Jim Caci will provide an overview of Q2 2025 results, discuss current business trends, and conduct a question-and-answe ...

Key Takeaways CYBR's ARR hit $1.17B in FY24, with 65% YoY subscription growth in Q1 FY25 from identity security demand. New AI tools and an Accenture partnership expand CYBR's platform to secure human, AI, and machine identities. Acquisitions and cloud alliances with MSFT, AMZN, and GOOGL boost CYBR's reach, margins, and revenue outlook.CyberArk Software (CYBR) shares are overvalued, as the Value Score of F suggests. CYBR shares are trading at a significant premium compared to the Zacks Computer & Technol ...

Core Insights - CrowdStrike (CRWD) is experiencing significant growth in subscription revenue, driven by its platform strategy and the adoption of Falcon Flex, with subscription revenues increasing by 20% year over year to $1.05 billion in Q1 of fiscal 2026, accounting for 95% of total revenues [1][10] Subscription Revenue Growth - The growth in subscription revenue is attributed to the rising adoption of Falcon Flex, which facilitates multi-module deployment and platform standardization, with over 820 customer accounts adopting Falcon Flex by the end of Q1 [2] - The total account deal value for Falcon Flex reached $3.2 billion within two years of its launch, reflecting a 31% sequential increase and over six times year-over-year growth [2] Multi-Module Adoption - Multi-module adoption rates are strong, with 48% of customers using six or more modules, 32% using seven or more, and 22% adopting eight or more modules, indicating that the platform approach is simplifying security tools for customers and encouraging increased spending [3] Customer Expansion Examples - A Fortune 100 technology company expanded its initial $12 million three-year Endpoint Detection and Response contract to a five-year agreement exceeding $100 million, while a global healthcare provider included Falcon Identity Protection in an eight-figure deal [4] Future Growth Expectations - Management anticipates that the trends of platform consolidation and multi-module adoption will continue to drive subscription revenue growth, with the Zacks Consensus Estimate projecting a 21.2% year-over-year increase in subscription revenues to $4.56 billion in fiscal 2026 [5] Competitive Landscape - Competitors like Zscaler (ZS) and SentinelOne (S) are also expanding through platform innovation, with Zscaler reporting $2.9 billion in ARR and 23% year-over-year growth, while SentinelOne reached $948 million in ARR, reflecting a 24% year-over-year increase [6][7] Stock Performance and Valuation - CrowdStrike's shares have increased by 39.2% year to date, outperforming the security industry's growth of 17.1% [8] - The company trades at a forward price-to-sales ratio of 22.64X, significantly higher than the industry's average of 14.01X [12] Earnings Estimates - The Zacks Consensus Estimate for CrowdStrike's fiscal 2026 earnings indicates a year-over-year decline of 10.94%, while fiscal 2027 earnings are expected to grow by 34.68%, with upward revisions in estimates over the past 60 days [15]

Key Takeaways PANW trades at 52.6x P/E, below peers like CRWD and ZS, offering an attractive long-term valuation. Revenues grew 15.7% in Q3, but slowing NGS ARR and shorter contracts weigh on near-term momentum. Platform gains and AI innovation support long-term growth, but technical trends signal caution short term.Palo Alto Networks, Inc. (PANW) is currently trading at a discounted valuation, making it an intriguing stock for investors to consider when deciding whether to buy, hold or sell. With a forwa ...

Fortinet believes its long-term vision of converging networking and security is validated by being named a Leader in both the 2025 SASE Platforms and 2024 SD-WAN Gartner Magic Quadrant reportsSUNNYVALE, Calif., July 15, 2025 (GLOBE NEWSWIRE) -- Fortinet® (NASDAQ: FTNT), the global cybersecurity leader driving the convergence of networking and security, today announced it has been recognized as a Leader in the 2025 Gartner® Magic Quadrant™ for SASE Platforms and ranked #1 in the Secure Branch Network Moderni ...

The broader equity markets have witnessed a steady uptrend over the past couple of days as investors shrugged off stringent tariff threats from President Trump on more countries. After announcing a slew of proposed tariffs on imported goods from 14 countries, including major trading partners and allies, Japan and South Korea, Trump threatened to impose additional levies on more countries in the coming days. With doors being kept wide open for negotiations, investors widely believe that a mutually beneficial ...

Key Takeaways RFIL shares surged 74% in 4 weeks, with earnings expected to more than double this fiscal year. ALLT stock surged 19.8% and its earnings outlook improved 66.7% over the past 60 days. ESEA posted a 12.6% gain in 4 weeks, with earnings growth of 1.2% projected for the current year.Wall Street closed at a record-high level despite facing a turbulent first half of 2025. The second quarter of 2025 was the best quarter for U.S. stocks over the past year. Expectations of key trade deals and the dis ...

Core Insights - The article discusses the investment approach of a buy-side equity analyst, emphasizing the importance of considering the entire investment ecosystem rather than evaluating a company in isolation [1]. Group 1 - The analyst has over 5 years of experience in the investment management industry and previously worked for over a decade in professional services across various sectors including Oil & Gas, Oilfield Services, Midstream, Industrials, Information Technology, EPC Services, and consumer discretionary [1]. - Investment recommendations are based on a comprehensive understanding of the investment ecosystem, highlighting the interconnectedness of various factors influencing a company's performance [1].