When equities, in general, have been all over the place this year, CrowdStrike Holdings, Inc. ( CRWD ) , which is amongst the top 3 largest cybersecurity stocks in the world, hasAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no busi ...

When it comes to cybersecurity, I don't know much about how it works from an experiential perspective. So, I suppose one could say I'm an outsider. But even an outsider like me understands that businesses must invest in cybersecurity in 2025. And I can appreciate that the need for cybersecurity will only get bigger in the coming years.Research firm Gartner predicts that spending for cybersecurity will increase by 15% in 2025 alone, which is huge when looking at an entire market. Gartner further predicts tha ...

The upcoming report from Zscaler (ZS) is expected to reveal quarterly earnings of $0.75 per share, indicating a decline of 14.8% compared to the year-ago period. Analysts forecast revenues of $666.11 million, representing an increase of 20.4% year over year.Over the last 30 days, there has been no revision in the consensus EPS estimate for the quarter. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe.Ahead of a company's earnings d ...

《API研究》中显示，2023年1月至2024年6月间，亚太地区记录到1080亿次API攻击，API攻击占所有 Web攻击的15%。 日前，Akamai发布的《API安全影响研究》（以下简称《API研究》）中显示，过去一年的时间内，中 国在解决API安全事件上花费的成本最高，达到了77.8万美元（约合568万人民币），且在企业内部，管 理层预估API安全事件造成的成本约为51.7万美元，而一线员工则认为将达到92万美元。 苦API攻击久已 针对API的攻击手段已经不是时代的新词，在传统互联网时代，API安全事件就屡见不鲜。具体来看， API攻击的历史可以分为四个阶段。 第一阶段大概时间节点在2000之前，在计算机单机时代（如大型机、Windows 95时期），软件模块间 的交互已出现类似API的机制，但此时接口多用于内部功能调用，安全问题尚未凸显。攻击主要集中于 底层系统漏洞，例如Windows 95的API漏洞。 但随着互联网的兴起，基于CGI（通用网关接口）的Web交互接口出现，成为早期API攻击的雏形。攻 击者通过参数篡改、简单注入等方式尝试突破接口限制。 第二阶段大致时间节点在2000到2010年前后 ...

Core Viewpoint - Glass Lewis, an independent proxy advisory firm, has recommended that stockholders vote "FOR" the compensation proposal for Radware's president and CEO at the upcoming Extraordinary General Meeting [1][2] Group 1: Compensation Proposal - The annual bonus and long-term equity incentives for Radware's president and CEO are found to be appropriately aligned with performance and market practices [2] - The compensation structure has been modified to enhance the alignment of pay and performance, benefiting shareholders [3] Group 2: Meeting Details - The Extraordinary General Meeting will take place on May 29, 2025, at 8:00 a.m. (EDT) at Radware's offices in Mahwah, N.J. [3] - The record date for the Meeting is April 25, 2025 [3] Group 3: Company Overview - Radware is a global leader in application security and delivery solutions for multi-cloud environments, utilizing AI-driven algorithms for real-time protection against sophisticated cyber threats [6]

Core Viewpoint - The rising U.S. budget deficit is impacting investor sentiment, leading to stock sell-offs, which may present buying opportunities for informed investors [1] Group 1: Uber Technologies (UBER) - Uber Technologies is highlighted as a stock pick following its Go-Get 2025 event, where it introduced new products aimed at user attraction [3][4] - Evercore analyst Mark Mahaney reiterated a buy rating on UBER with a price target of $115, noting the launch of Price Lock and Prepaid Pass as significant new offerings [4][5] - Mahaney believes Uber can sustain approximately 30% earnings growth, maintaining its position as one of Evercore's top "Longs" despite a solid year-to-date rally [7] Group 2: CyberArk Software (CYBR) - CyberArk Software reported better-than-expected Q1 2025 results, with subscription annual recurring revenue reaching $1.028 billion [8] - Baird analyst Shrenik Kothari reaffirmed a buy rating on CYBR, raising the price target to $460, citing strong performance across key metrics [9][10] - Kothari noted that CyberArk's identity security platform continues to attract customers, with no impact from macro pressures on deal flow [12] Group 3: Palo Alto Networks (PANW) - Palo Alto Networks delivered market-beating earnings and revenue for Q3 FY25, although its adjusted gross margin fell short of expectations [14] - TD Cowen analyst Shaul Eyal reiterated a buy rating on PANW with a price target of $230, highlighting strong results and significant product revenue growth [15][16] - Eyal expects Palo Alto to remain a market leader in next-gen firewalls and to expand into adjacent security markets, leveraging its large customer base for cross-selling opportunities [18]

Core Viewpoint - Palo Alto Networks is leveraging artificial intelligence to enhance its cybersecurity offerings and has reported accelerated revenue growth in its fiscal 2025 third quarter, indicating a successful shift in business strategy [2][8]. Group 1: AI-Powered Product Portfolio - Palo Alto Networks has a diverse range of cybersecurity products across three main platforms: Cloud security, network security, and security operations, with a strong emphasis on integrating AI to improve threat detection and response [4]. - The Cortex XSIAM solution exemplifies this strategy, allowing organizations to automate cybersecurity processes, significantly reducing the median time to remediate incidents from days to under 10 minutes for 60% of its users [5][6]. - The company has also introduced Prisma AIRS, a new platform aimed at securing sensitive data in AI applications, with an estimated addressable market of $15 billion [7]. Group 2: Financial Performance and Growth - In the fiscal 2025 third quarter, Palo Alto generated $2.3 billion in total revenue, reflecting a 15% year-over-year increase, which is an acceleration from the previous quarter's 14% growth [8]. - The next-generation security (NGS) segment, which includes AI products, saw its annual recurring revenue (ARR) rise by 34% to a record $5.1 billion during the same quarter [9]. - The company is focusing on "platformization" to consolidate its offerings, with 1,250 of its top 5,000 customers officially platformed, marking a nearly 39% increase year-over-year [10][11]. Group 3: Market Position and Valuation - Despite its leadership in the cybersecurity sector, Palo Alto's stock trades at a significant discount compared to its competitor CrowdStrike, with a price-to-sales (P/S) ratio of 14.9, which is 45% lower than CrowdStrike's 27.3 [13]. - Palo Alto aims to nearly triple its NGS ARR to $15 billion by 2030, supported by extensive platformization efforts, indicating substantial growth potential [16]. - The addressable market for Cortex XSIAM is valued at $40 billion, significantly higher than its current annual bookings, further extending the company's growth runway [16].

Core Viewpoint - Palo Alto Networks reported strong fiscal Q3 earnings that exceeded analyst expectations, but the stock price declined due to the company not raising the top end of its fiscal 2025 guidance for the first time this year [1][16]. Financial Performance - Fiscal Q3 revenue increased by 15% year over year to $2.29 billion, at the high end of the company's forecast [8]. - Adjusted earnings per share (EPS) rose 21% to $0.80, surpassing guidance of $0.76 to $0.77 [11]. - Remaining performance obligations (RPO) grew 19% to $13.5 billion, while current RPO increased 16% to $6.2 billion [11]. Platformization Strategy - The company is progressing with its "platformization" strategy, transitioning customers to its three cybersecurity platforms: Strata, Cortex, and Prisma Cloud [4][7]. - In fiscal Q3, Palo Alto secured over 19 new platformization deals, bringing the total to 1,250 platformizations among its top 5,000 customers [6]. - The goal is to reach between 2,500 and 3,500 platformization customers by fiscal year 2030, targeting an annual recurring revenue run-rate of $15 billion [8]. Revenue Drivers - Next-generation security annual recurring revenue (ARR) surged 34% to $5.1 billion, driven by a 200% increase in XSIAM ARR [9]. - SASE (secure access service edge) revenue climbed 36%, with 40% of new SASE customers being new to Palo Alto, and overall SASE customer count grew by 22% to 6,000 [10]. Future Guidance - For fiscal Q4, the company forecasts revenue growth of 14% to 15%, projecting revenue between $2.49 billion and $2.51 billion [12]. - The full-year revenue guidance was raised to $9.17 billion to $9.19 billion, with adjusted EPS guidance increased to $3.26 to $3.28 [13][14]. Market Reaction - The stock has seen a modest increase of 1.8% in 2025 and a nearly 19% rise over the past year, despite the recent dip following earnings [1]. - The forward price-to-sales ratio is 11.4 times fiscal 2026 estimates, indicating high investor expectations [17].

Zscaler Positioned Highest On Ability to Execute in the Evaluation, Named a Leader for Fourth Consecutive YearSAN JOSE, Calif., May 23, 2025 (GLOBE NEWSWIRE) -- Zscaler, Inc. (NASDAQ: ZS), the leader in cloud security, today announced it has been positioned by Gartner, Inc. in the Leaders quadrant of the “2025 Security Service Edge Magic Quadrant.” This year, Zscaler set the bar by excelling beyond all other vendors, placed highest on the ‘Ability to Execute’ axis. SSE enables secure, identity- and policy-d ...

Core Viewpoint - Palo Alto Networks, Inc. (PANW) has faced a 4.3% decline in share price since reporting its Q3 fiscal 2025 results, despite exceeding earnings expectations. The stock remains volatile due to geopolitical issues and tariff uncertainties, although it has seen a 2.3% increase year-to-date [1][2]. Financial Performance - PANW's financial results for fiscal 2025 show a projected revenue of $9.18 billion, reflecting a year-over-year growth of 14.3% [13]. The Zacks Consensus Estimate for the current quarter is $2.50 billion, with a year-over-year growth estimate of 14.19% [14]. Competitive Landscape - PANW is experiencing increased competition from other cybersecurity firms like CrowdStrike and Zscaler, which impacts its market position and operational costs [7][8]. The shift in large deals from multi-year to annual payments is shortening sales cycles and affecting revenue stability [6]. Industry Trends - The global cybersecurity market is expected to grow from $193.73 billion in 2024 to $562.72 billion by 2032, indicating a significant opportunity for PANW as demand for advanced cybersecurity solutions rises [10]. The company's focus on AI, automation, and cloud security positions it favorably within this expanding market [11]. Strategic Initiatives - PANW's transition to a platform-based model has led to securing over 90 new platformization deals in Q3 fiscal 2025, with a nearly 70% year-over-year increase in customers utilizing multiple platformizations [12][13]. This strategy enhances financial stability and customer retention. Valuation Insights - PANW is currently trading at a lower price-to-sales (P/S) ratio of 12.05X compared to the Zacks Security industry's average of 13.8X, suggesting potential upside for investors [15]. This valuation is also lower than its competitors, Zscaler and CrowdStrike, which have P/S multiples of 12.75X and 21.66X, respectively [15]. Conclusion - Despite facing financial and competitive challenges, PANW is well-positioned for future growth due to strong demand and a favorable valuation, making it a stock worth holding at present [17].