Company Performance - Varonis Systems reported quarterly earnings of $0.03 per share, exceeding the Zacks Consensus Estimate of $0.01 per share, and compared to earnings of $0.05 per share a year ago, representing an earnings surprise of +200.00% [1] - The company posted revenues of $152.16 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 2.96%, and compared to year-ago revenues of $130.35 million [2] - Over the last four quarters, Varonis has surpassed consensus EPS estimates four times and topped consensus revenue estimates three times [2] Stock Performance - Varonis shares have increased approximately 22.5% since the beginning of the year, outperforming the S&P 500's gain of 8.6% [3] - The current consensus EPS estimate for the coming quarter is $0.05 on revenues of $161.9 million, and for the current fiscal year, it is $0.16 on revenues of $620.07 million [7] Industry Outlook - The Zacks Security industry, to which Varonis belongs, is currently ranked in the top 13% of over 250 Zacks industries, indicating a favorable outlook [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Varonis' stock performance [5][6]

Core Insights - Palo Alto Networks (PANW) is focusing on secure browsing to enhance its Secure Access Service Edge (SASE) business, with SASE being the fastest-growing segment in Q3 of fiscal 2025, showing a 36% year-over-year increase in Annual Recurring Revenue (ARR) [1][9] Group 1: Product and Growth - The Prisma Access Browser, a product from the acquisition of Talon, has sold 3 million licenses, growing over 10 times from the previous year, and accounted for one-third of all Prisma Access seats sold in Q3 [2][9] - PANW ended Q3 with approximately 6,000 SASE customers, a 22% increase year over year, with around 40% of new customers being net new to the company [4] Group 2: Partnerships and Integrations - PANW expanded its partnership with Okta by integrating Prisma Access Browser with Okta's Workforce Identity solution, enhancing secure browsing for employees using work applications [3] Group 3: Competitive Landscape - Zscaler and Fortinet are key competitors in the SASE space, with Zscaler focusing on browser-based security and Fortinet's Unified SASE billings growing 18% year over year [5][6] Group 4: Financial Performance and Valuation - PANW shares have gained 12.4% year to date, compared to the Security industry's growth of 21.2%, and the company trades at a forward price-to-sales ratio of 12.98X, lower than the industry's average of 14.42X [7][11] - The Zacks Consensus Estimate for PANW's fiscal 2025 and 2026 earnings implies year-over-year growth of 15.1% and 11.3%, respectively, with estimates for fiscal 2025 remaining unchanged [14]

Hauppauge, NY, July 29, 2025 (GLOBE NEWSWIRE) -- Vicon Industries, a subsidiary of Cemtrex Inc. (Nasdaq: CETX) and a leading provider of advanced security and surveillance solutions, today announced that is developing a new framework to integrate blockchain technology into its video surveillance platforms. The initiative is focused on solving a growing threat in public safety and criminal justice: the manipulation and falsification of video evidence using generative AI. "AI is enabling a world where visual ...

Core Insights - NAPCO Security Technologies, Inc. announced that its CEO Richard "Dick" Soloway has been named a 2025 Security Innovator by Security Business magazine, recognizing his contributions to security technology and safety improvements in the industry [1][2][8] Company Overview - NAPCO is a leading designer and manufacturer of high-tech electronic security devices, including solutions for intrusion, fire alarm, access control, and locking systems, as well as school safety solutions [1][9] - The company operates four divisions: NAPCO, Alarm Lock, Continental Instruments, and Marks USA, and is headquartered in Amityville, New York [9] Leadership and Innovation - Soloway has over five decades of leadership at NAPCO, where he has been instrumental in designing and commercializing trusted security solutions [2][6] - His focus on Recurring Monthly Revenue (RMR) has helped security dealers enhance life safety and build long-term business value, expanding NAPCO's offerings into access control and locking systems [3][4] Business Model and Growth - NAPCO's recurring revenue service model has contributed to its strong and steady growth, creating lasting value for customers and investors [4] - The company is positioned for growth in the rapidly expanding multi-billion dollar electronic security market, with a reputation for innovation and technical excellence [9] Recognition and Future Direction - Soloway's recognition as a Security Innovator highlights his impact on the industry and NAPCO's mission to provide advanced security solutions [8] - The company continues to focus on innovation, integrity, and safety, driven by Soloway's vision and commitment to quality [6][8]

Okta (OKTA) closed the most recent trading day at $97.84, moving -3.22% from the previous trading session. This change lagged the S&P 500's daily gain of 0.02%. Elsewhere, the Dow saw a downswing of 0.14%, while the tech-heavy Nasdaq appreciated by 0.33%. Coming into today, shares of the cloud identity management company had gained 2.71% in the past month. In that same time, the Computer and Technology sector gained 6.31%, while the S&P 500 gained 4.93%. The investment community will be closely monitoring t ...

Company Overview - Okta (OKTA) shares increased by 3.3% to $101.1 in the last trading session, with a higher-than-average trading volume, contrasting with a 0.2% loss over the past four weeks [1] - The company is experiencing growth due to an expanding partner base, a strong backlog, and an innovative product portfolio [1] Earnings Expectations - Okta is projected to report quarterly earnings of $0.84 per share, reflecting a year-over-year increase of 16.7% [2] - Expected revenues for the upcoming quarter are $711.04 million, which is a 10.1% increase compared to the same quarter last year [2] Stock Performance Insights - The consensus EPS estimate for Okta has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [3] - Okta currently holds a Zacks Rank of 2 (Buy), suggesting positive market sentiment [3] Industry Comparison - Okta is part of the Zacks Security industry, where another company, SentinelOne (S), closed 0.5% higher at $19.56, with an 8.1% return over the past month [3] - SentinelOne's consensus EPS estimate for its upcoming report is $0.03, representing a significant year-over-year increase of 200%, and it holds a Zacks Rank of 3 (Hold) [4]

The co-founders of Texas-based company Campus Guardian Angel hope this is the future of school safety. >> Our job is if somebody comes in a school with a gun, we respond in 5 seconds. >> This is how it would work.Silent alarms in the school alert the company. Then drones strategically placed on campus get deployed. And these drone pilots would navigate remotely from their headquarters in Austin, working in tandem with the school and police, inflicting non-lethal damage to the suspect or dummy in this demo w ...

Core Insights - Okta shares closed at $95.63, approximately 25% below the 52-week high of $127.57, with a year-to-date appreciation of 21.3%, outperforming the Zacks Computer and Technology sector and the Zacks Security industry [1][9] - The company has a strong liquidity position with $2.73 billion in cash and investments, and a free cash flow margin guidance raised to roughly 27% for fiscal 2026 [7][9] - Okta's innovative product portfolio and extensive partner base are driving customer growth and revenue, with over 20,000 customers and a significant increase in high-value contracts [15][16] Performance Comparison - Okta has outperformed peers such as CyberArk, Cisco, and Microsoft year to date, with respective share price appreciations of 12.9%, 15.9%, and 20% [2] - In terms of valuation, Okta is trading at a forward Price/Cash Flow of 22.51X, which is higher than the broader sector's 22.03X but lower than CyberArk's 73.58X and Microsoft’s 28.88X [8][10] Product and Market Position - The company is benefiting from strong demand for its new products, including Identity Governance and AI-powered capabilities, which enhance security and user experience [3][9] - Okta's new protocol, Cross App Access, aims to secure AI agents and improve security compliance, reflecting the company's commitment to protecting customers deploying AI [14] Financial Guidance - For fiscal 2026, Okta expects revenues between $2.85 billion and $2.86 billion, indicating a growth of 9-10% from fiscal 2025, with non-GAAP earnings guidance raised to $3.23-$3.28 per share [17][18] - The second-quarter fiscal 2026 revenue guidance is between $710 million and $712 million, suggesting a 10% year-over-year growth [19][20] Conclusion - Despite facing macroeconomic challenges and a competitive landscape, Okta's innovative portfolio and expanding customer base position it favorably for growth, supported by a Zacks Rank 2 (Buy) and a Growth Score of A [21]

Key Takeaways PANW completed its $700M Protect AI deal to expand security across the AI development lifecycle.Protect AI strengthens Prisma AIRS with scanning, posture management, and runtime protection tools.Prisma AIRS has built an eight-figure pipeline weeks post-launch, boosting PANW's platform growth goals.Palo Alto Networks ((PANW) is tackling emerging risks as enterprises race to adopt artificial intelligence (AI). Complex AI ecosystems, which include AI models, agents, APIs, and third-party tools, a ...

Core Insights - CrowdStrike (CRWD) is enhancing its focus on agentic AI security as enterprises increasingly adopt AI and generative AI technologies, which introduce unique security risks and escalate cyber threats [1][6] Group 1: Product Offerings and Innovations - CrowdStrike has expanded its offerings through a partnership with Amazon Web Services (AWS), launching falcon-mcp and AI Red Team Services in July 2025 [2] - The falcon-mcp aims to provide a standardized protocol connecting AI agents and large language model applications to CrowdStrike's Falcon telemetry, allowing secure integration of AI workflows [3] - AI Red Team Services offer security assessments to identify vulnerabilities in GenAI systems, providing actionable recommendations to enhance AI models and supporting infrastructure [4] - Charlotte AI has been enhanced to deliver autonomous expert-level triage and response at machine speed, further supporting CrowdStrike's agentic AI security vision [5] Group 2: Market Position and Financial Outlook - As enterprises accelerate AI adoption, CrowdStrike's tools position it as a critical security layer for AI-driven enterprises, with projected fiscal 2026 revenues of $4.78 billion, indicating a year-over-year growth of 20.9% [6][11] - CrowdStrike's shares have increased by 40.8% year-to-date, outperforming the security industry's growth of 20.1% [9] - The company trades at a forward price-to-sales ratio of 22.82X, significantly higher than the industry's average of 14.33X [13] - The Zacks Consensus Estimate for fiscal 2026 earnings suggests a year-over-year decline of 10.94%, while fiscal 2027 earnings are expected to grow by 34.68% [16]