Core Viewpoint - Qualys reported quarterly earnings of $1.68 per share, exceeding the Zacks Consensus Estimate of $1.47 per share, and showing an increase from $1.52 per share a year ago, indicating a positive earnings surprise of +14.29% [1] Financial Performance - The company achieved revenues of $164.06 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.80% and up from $148.71 million year-over-year [2] - Over the last four quarters, Qualys has consistently exceeded consensus EPS and revenue estimates [2] Stock Performance and Outlook - Qualys shares have declined approximately 3.1% since the beginning of the year, contrasting with the S&P 500's gain of 7.6% [3] - The company's future stock performance will largely depend on management's commentary during the earnings call and the trends in earnings estimate revisions [3][4] Earnings Estimates - The current consensus EPS estimate for the upcoming quarter is $1.49, with expected revenues of $163.06 million, and for the current fiscal year, the EPS estimate is $6.17 on revenues of $652.15 million [7] Industry Context - The Security industry, to which Qualys belongs, is currently ranked in the top 41% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Another company in the same industry, Zscaler, is expected to report quarterly earnings of $0.80 per share, reflecting a year-over-year decline of -9.1%, with revenues projected to be $706.19 million, up 19.1% from the previous year [9]

Core Insights - Fortinet (FTNT) is expected to report second-quarter 2025 results on August 6, with revenue projections between $1.59 billion and $1.65 billion, and non-GAAP earnings per share anticipated in the range of 58 to 60 cents, reflecting a year-over-year revenue growth of 12.9% [1][2] Financial Performance - The Zacks Consensus Estimate for second-quarter revenues is $1.62 billion, indicating a year-over-year growth of 12.9% [1] - The consensus estimate for earnings per share is 59 cents, showing a year-over-year increase of 3.51% [2] - Fortinet achieved a record first-quarter revenue of $1.54 billion, with a 14% growth and a record operating margin of 34% [5][10] Product Launches and Innovations - Fortinet launched the FortiGate 700G series, which offers up to 7 times higher firewall throughput and 4 times better threat protection compared to competitors, while consuming 7 times less power per gigabit [6][10] - The company also introduced an advanced AI-powered workspace security suite, enhancing its product portfolio [9] Market Position and Growth - Fortinet's strategic focus areas, such as Unified SASE, saw billings increase by 18%, accounting for 25% of total business, while AI-driven secure operations billings surged by 29% [5][10] - The company maintained its position as the number one deployed firewall vendor globally and a market leader in SD-WAN and OT security [10] Revenue Estimates by Region - Estimated revenues for the Americas in Q2 2025 are projected at $664.8 million, reflecting an 11.7% growth year-over-year [12] - Estimated revenues for Asia Pacific and Japan are pegged at $324.6 million, indicating an 18.6% growth year-over-year [12] - Estimated revenues for Europe, the Middle East, and Africa are projected at $629.5 million, suggesting an 11.4% decrease year-over-year [13] Stock Performance and Valuation - Fortinet's shares have gained 4.9% year-to-date, outperforming the Computer and Technology sector and the S&P 500 index [14] - The stock is trading at a significant premium, with a Price/Book ratio of approximately 37.97 compared to the industry's 17.52, reflecting high growth expectations [16] Investment Considerations - Despite premium valuation, Fortinet's record-setting first-quarter performance and strategic product launches position it for strong second-quarter results [18] - The company’s strong customer acquisition, exceeding 6,300 new logos, and robust free cash flow generation provide a solid foundation for continued outperformance [18][19]

Core Viewpoint - Palo Alto Networks (PANW) has experienced a stock decline of -14.3% over the past month, contrasting with the Zacks S&P 500 composite's +0.6% change, and the Zacks Security industry has lost 8.5% during the same period, raising questions about the stock's near-term direction [1] Earnings Estimates - For the current quarter, Palo Alto is expected to post earnings of $0.88 per share, reflecting a year-over-year increase of +17.3%, with the Zacks Consensus Estimate remaining unchanged over the last 30 days [4] - The consensus earnings estimate for the current fiscal year is $3.27, indicating a +15.1% change from the previous year, also unchanged over the last 30 days [4] - For the next fiscal year, the consensus earnings estimate is $3.65, suggesting an +11.4% change from the prior year, with a slight increase of +0.1% over the past month [5] Revenue Growth - The consensus sales estimate for the current quarter is $2.5 billion, representing a year-over-year change of +14.2% [10] - For the current fiscal year, the revenue estimate is $9.19 billion, indicating a +14.4% change, while the next fiscal year's estimate of $10.45 billion reflects a +13.8% change [10] Last Reported Results - In the last reported quarter, Palo Alto generated revenues of $2.29 billion, a year-over-year increase of +15.3%, with an EPS of $0.8 compared to $0.66 a year ago [11] - The reported revenues exceeded the Zacks Consensus Estimate of $2.28 billion by +0.57%, and the EPS surprise was +3.9% [11] - The company has consistently beaten consensus EPS and revenue estimates in the trailing four quarters [12] Valuation - Palo Alto is graded F in the Zacks Value Style Score, indicating it is trading at a premium compared to its peers [16] - Valuation multiples such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF) are essential for assessing whether the stock is overvalued, rightly valued, or undervalued [14][15] Conclusion - The Zacks Rank 3 suggests that Palo Alto may perform in line with the broader market in the near term, despite the current market buzz [17]

Core Viewpoint - Okta (OKTA) is positioned well to potentially beat earnings estimates in its upcoming quarterly report, continuing a strong trend in the Zacks Security industry [1]. Earnings Performance - Okta has demonstrated a strong track record of surpassing earnings estimates, averaging a 9.27% beat over the last two quarters [2]. - In the most recent quarter, Okta reported earnings of $0.77 per share against an expectation of $0.86, resulting in a surprise of 11.69%. In the previous quarter, the company reported $0.78 per share against a consensus of $0.73, achieving a surprise of 6.85% [3]. Earnings Estimates and Predictions - Recent estimates for Okta have been trending upward, with a positive Earnings ESP (Expected Surprise Prediction) indicating a strong likelihood of an earnings beat [6]. - Stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have historically produced positive surprises nearly 70% of the time, suggesting a high probability of beating consensus estimates [7]. Earnings ESP Analysis - Okta currently has an Earnings ESP of +4.67%, reflecting increased analyst optimism regarding the company's earnings prospects. This, combined with a Zacks Rank of 1 (Strong Buy), suggests a strong possibility of another earnings beat [9]. - The Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate being more reflective of recent analyst revisions [8].

Company Performance - CrowdStrike Holdings (CRWD) closed at $454.57, reflecting a -1.85% change from the previous day's closing price, underperforming the S&P 500 which lost 0.37% [1] - Over the past month, CRWD shares declined by 6.64%, lagging behind the Computer and Technology sector's gain of 4.58% and the S&P 500's gain of 2.68% [2] Earnings Forecast - The upcoming earnings disclosure is anticipated to show an EPS of $0.83, indicating a 20.19% decline year-over-year, while revenue is expected to reach $1.15 billion, marking a 19.22% increase compared to the same quarter last year [3] - For the annual period, Zacks Consensus Estimates project earnings of $3.5 per share and revenue of $4.78 billion, reflecting shifts of -10.94% and +20.86% respectively from the previous year [4] Analyst Estimates and Stock Ratings - Recent adjustments to analyst estimates for CrowdStrike Holdings are crucial as they often indicate changing near-term business trends, with positive revisions seen as favorable for the business outlook [4] - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), currently rates CrowdStrike Holdings as 3 (Hold), with the EPS estimate remaining stagnant over the past month [6] Valuation Metrics - CrowdStrike Holdings has a Forward P/E ratio of 132.2, which is a premium compared to the industry average Forward P/E of 73.13 [7] - The company also has a PEG ratio of 5.83, significantly higher than the Security industry's average PEG ratio of 3.06 [7] Industry Context - The Security industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 42, placing it in the top 18% of over 250 industries [8] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [8]

Hauppauge, NY, July 31, 2025 (GLOBE NEWSWIRE) -- Cemtrex Inc. (Nasdaq: CETX), a technology company focused on intelligent security systems and industrial services, today announced it has acquired approximately $1 million worth of Solana (SOL) as part of a new digital asset treasury strategy, with the goal of expanding its crypto reserves to $10 million over time. "Solana is the most underappreciated layer-one blockchain in the world today," said Saagar Govil, Chairman and CEO of Cemtrex. "It's already proce ...

CyberArk shares have added about 30.4% since the beginning of the year versus the S&P 500's gain of 8.3%. What's Next for CyberArk? While CyberArk has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but a ...

Core Viewpoint - Check Point Software (CHKP) reported quarterly earnings of $2.37 per share, exceeding the Zacks Consensus Estimate of $2.36 per share, and showing an increase from $2.17 per share a year ago, indicating a positive earnings surprise of +0.42% [1][2] Financial Performance - The company achieved revenues of $665.2 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.66% and reflecting a year-over-year increase from $627.4 million [2] - Over the last four quarters, Check Point has exceeded consensus EPS estimates three times and has also topped consensus revenue estimates three times [2] Stock Performance - Check Point shares have increased approximately 16.9% since the beginning of the year, outperforming the S&P 500's gain of 8.3% [3] Future Outlook - The company's earnings outlook is crucial for assessing future stock performance, with current consensus EPS estimates at $2.44 for the coming quarter and $9.91 for the current fiscal year, alongside expected revenues of $670.82 million and $2.71 billion respectively [7] - The Zacks Industry Rank places the Security industry in the top 13% of over 250 Zacks industries, suggesting a favorable outlook for companies within this sector [8]

CyberArk (CYBR) shares soared 13.5% in the last trading session to close at $434.48. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 5.9% loss over the past four weeks.The stock soared after the Wall Street Journal reported that Palo Alto Networks (PANW) is in advanced talks to acquire CyberArk. Citing people familiar with the matter, the Wall Street Journal stated that the deal could be worth more than $20 billion.This maker of ...

Palo Alto Networks (PANW) closed at $193.84 in the latest trading session, marking a -5.21% move from the prior day. The stock fell short of the S&P 500, which registered a loss of 0.3% for the day. Meanwhile, the Dow experienced a drop of 0.46%, and the technology-dominated Nasdaq saw a decrease of 0.38%. The security software maker's stock has dropped by 0.07% in the past month, falling short of the Computer and Technology sector's gain of 4.85% and the S&P 500's gain of 3.64%.Analysts and investors alike ...