Core Viewpoint - Cantor Fitzgerald has lowered its price target on SentinelOne Inc. to $22 from $24 while maintaining an Overweight rating ahead of the company's fiscal third-quarter results [1] Group 1: Company Performance - The firm is encouraged by strong large-deal momentum and the rollout of the Flex offering [2] - The expansion of the CNAPP platform, supported by the Prompt acquisition, is noted as a positive development [2] - Continued product traction is highlighted as a key factor in the company's performance [2] Group 2: Market Observations - Analysts are monitoring for signs of improved go-to-market execution [2] - Incremental contributions from the Lenovo partnership are being watched closely [2] - Potential headwinds within the broader endpoint security market are acknowledged [2]

Core Insights - Palo Alto Networks (PANW) stock is currently undervalued, trading at $185.13, which is 17% below its price target of $212 per share, despite strong financial performance in fiscal Q1 2026 [1][3] Financial Performance - For fiscal Q1 2026, PANW reported a revenue increase of 15.67% to $2.474 billion and an adjusted free cash flow (FCF) rise of 16.85% to $1.713 billion [3] - The trailing 12-month (TTM) adjusted FCF margin reached a new high of 39.3%, surpassing the previous quarter's margin of 38% [4][5] - The company anticipates maintaining an adjusted FCF margin between 38% and 39% for the fiscal year, indicating strong recurring revenue capabilities [6] Revenue and FCF Projections - Analysts project PANW's revenue for the fiscal year ending July 31 to be $10.53 billion, with an expected increase to $11.93 billion for the following fiscal year [7] - Based on these projections, the next 12 months (NTM) revenue is estimated at $10.88 billion, with potential adjusted FCF reaching $4.3 billion if the margin is assumed at 39.5% [7]

SAN JOSE, Calif.--(BUSINESS WIRE)--McAfee reveals the top brands scammers impersonate and offers tips to help shoppers spot fakes and stay safe this holiday shopping season. ...

Core Insights - CrowdStrike is enhancing its AI-focused partnerships to expand as a comprehensive cybersecurity platform, with approximately 60% of new business in Q2 of fiscal 2026 generated through these partnerships [1][11] - Recent collaborations with CoreWeave, EY, and NVIDIA emphasize CrowdStrike's commitment to securing AI workloads and modernizing security operations for real-time threat detection [1][11] Partnership Developments - The partnership with CoreWeave integrates Falcon security into CoreWeave's AI cloud, allowing CrowdStrike to protect the entire AI ecosystem where models are built, trained, and deployed [2] - EY has chosen CrowdStrike's Falcon Next-Gen Security Information and Event Management (SIEM) as the foundation for its global managed services, indicating strong growth potential for CrowdStrike's Next-Gen SIEM business, which saw a more than 95% year-over-year increase in annual recurring revenues, exceeding $430 million [3] - The collaboration with NVIDIA aims to deliver continuously learning AI agents for real-time threat detection across various environments, aligning with the growth of CrowdStrike's Charlotte AI, which increased over 85% from the previous quarter [4] Growth Prospects - The partnerships are expected to bolster CrowdStrike's platform strategy and enhance adoption across its offerings, contributing to a projected revenue growth of around 21% year-over-year for fiscal 2026 and 2027 according to the Zacks Consensus Estimate [5] Competitive Landscape - Key competitors such as Palo Alto Networks and Okta are also focusing on acquisitions to enhance their platforms and drive AI innovation [6] - Palo Alto Networks is pursuing the acquisition of CyberArk Software to strengthen its identity-driven threat protection capabilities [7] - Okta's acquisition of Axiom Security aims to enhance its privileged access management tools [8] Financial Performance - CrowdStrike's shares have increased by 43.4% year-to-date, outperforming the Zacks Security industry's growth of 11.2% [9] - The company is currently trading at a forward price-to-sales ratio of 21.97, significantly higher than the industry average of 11.97 [13] - The Zacks Consensus Estimate indicates a projected earnings decline of 6.6% for fiscal 2026, followed by a growth of 29.3% for fiscal 2027, with estimates remaining unchanged over the past 60 days [16]

Core Insights - Palo Alto Networks, Inc. (PANW) reported a strong fiscal first quarter performance, exceeding expectations and raising guidance for future periods [1] Financial Performance - The company delivered a fiscal first quarter beat, indicating robust financial health and operational efficiency [1] Market Reaction - Despite the strong earnings report, PANW's stock has experienced a decline throughout the week, suggesting that the current valuation may be overextended [1]

Core Insights - CrowdStrike and Fortinet are leading companies in the cybersecurity sector, focusing on protecting organizations from cyberattacks [1][2] - The cybersecurity market is projected to grow at a CAGR of 12.45% from 2025 to 2030, driven by increasing cyber threats [2] CrowdStrike Overview - CrowdStrike's Falcon platform is a cloud-native security solution that secures various environments and endpoints [4] - The platform offers 29 cloud modules under a SaaS subscription model, with subscription sales increasing from 72% in fiscal 2017 to 95% in fiscal 2025 [5] - The Falcon Flex subscription model has been a key driver of customer growth, with 48% of subscription customers using six or more modules by the end of Q2 fiscal 2026 [6] - In Q2, CrowdStrike added $221 million in net new annual recurring revenues (ARR), bringing total ARR to $4.66 billion, a 20% increase year-over-year [7] - The company expects revenues for fiscal 2026 and 2027 to be $4.78 billion and $5.80 billion, respectively, indicating a year-over-year increase of around 21% [9][10] Fortinet Overview - Fortinet's Q3 2025 results showed a 14% year-over-year growth in both billings and revenues, with a record operating margin of 37% [11] - The company's SASE business saw significant growth, with Unified SASE billings increasing by 19% and FortiSASE billings rising over 100% [12] - Fortinet's product revenues grew by 18%, driven by demand for hardware upgrades and operational technology security [13] - However, service revenues grew only 13%, indicating slower growth compared to product revenues [14] - For full-year 2025 and 2026, Fortinet's revenue estimates are $6.75 billion and $7.50 billion, reflecting year-over-year increases of approximately 13.3% and 11% [15][16] Price Performance and Valuation - Year-to-date, CrowdStrike shares have increased by 43.4%, while Fortinet shares have decreased by 16.6% [17] - CrowdStrike is trading at a forward sales multiple of 21.97, while Fortinet is at 7.91, indicating higher growth expectations for CrowdStrike [19] - CrowdStrike's strong revenue visibility and growth prospects justify its higher valuation compared to Fortinet [22] Conclusion - CrowdStrike is recommended as a strong buy due to its leadership in the cybersecurity space and robust growth potential, while Fortinet is suggested for holding or waiting for better entry points [22][23]

New members include former officials from the U.S. Department of Energy, Federal Bureau of Investigation, and U.S. Marine CorpsSANTA CLARA, Calif., Nov. 24, 2025 (GLOBE NEWSWIRE) -- Netskope, (NASDAQ: NTSK) a leader in modern security and networking for the cloud and AI era, today announced the addition of three veteran United States federal government leaders to its U.S. Federal Advisory Board. These experienced executives will provide strategic guidance on Netskope’s go-to-market strategy and efforts in U ...

Group 1 - Zscaler, Inc. (NASDAQ:ZS) is highlighted as a stock worth buying, with expectations of record-breaking performance upon its upcoming earnings report [1] - The company operates in the cybersecurity sector, providing cloud-based security through its zero-trust platform and threat-defense tools [2] - Jim Cramer expressed a bullish sentiment towards Zscaler, indicating that it is performing as well, if not better, than other stocks in the same sector [2] Group 2 - Despite the positive outlook for Zscaler, there is a belief that certain AI stocks may offer greater upside potential and carry less downside risk [2] - The article suggests that Zscaler's performance could be influenced by broader market trends, including the onshoring trend and tariffs from the Trump era [2]

Core Insights - CrowdStrike Holdings Inc. has announced strategic partnerships with Google, F5, and CoreWeave [1] Company Developments - The partnerships aim to enhance CrowdStrike's cybersecurity offerings and expand its market reach [1] - Collaborations with major tech companies like Google and F5 indicate a strong positioning in the cybersecurity landscape [1] Industry Implications - The strategic alliances may lead to improved technological integration and innovation within the cybersecurity sector [1] - These partnerships could potentially increase competition among cybersecurity firms, driving advancements in security solutions [1]

Core Insights - The article discusses the best long-term stocks to buy according to Reddit, highlighting the significant influence of retail traders in the current market environment [1][4]. Retail Trading Trends - Retail trading activity has surged by 50% compared to the previous year, surpassing levels seen during the GameStop frenzy in 2021, contributing to increased market volatility [2]. - In the first week of October, retail investors made net purchases of approximately $7 billion, a notable increase from the previous two months' average of $5.3 billion [3]. Stock Selection Methodology - The analysis involved reviewing various subreddits to identify stocks favored by Reddit users, focusing on companies with an average annual revenue growth exceeding 20% over the past five years [6]. - A final list of 15 stocks was compiled, all projected to have at least a 10% upside as of November 20 [6]. Company Highlights CrowdStrike Holdings, Inc. (NASDAQ:CRWD) - Projected upside potential of 10.09% as of November 20, with a five-year share price return of 244.02% [8][9]. - In fiscal Q2 2026, revenue grew by 21% year-over-year to approximately $1.17 billion, with subscription revenue increasing by 20% [11]. - The company reported a record net new annual recurring revenue of $221 million, contributing to a total annual recurring revenue of $4.66 billion, reflecting a 20% growth from the previous year [11]. Exxon Mobil Corporation (NYSE:XOM) - Projected upside potential of 10.1% as of November 20, with a five-year share price return of 216.7% [15]. - Exxon announced a joint venture to operate the Bahia natural gas liquids pipeline, acquiring a 40% stake for $650 million, with the project expected to be operational by Q4 2027 [16][17]. - The company plans to invest approximately $140 billion in major capital projects through 2030, aiming to generate an additional $20 billion in earnings and $30 billion in cash flow by that time [18]. McDonald's Corporation (NYSE:MCD) - Projected upside potential of 10.2% as of November 20, with a five-year share price return of 42.07% [20]. - McDonald's reported nearly $20 billion in revenue during the first three quarters of 2025, a 2% increase from the same period in 2024, with a 3% rise in third-quarter revenue [22]. - The company has maintained a consistent dividend growth strategy, marking its 49th consecutive year of increasing its dividend, with a new annual dividend of $7.44 per share, yielding approximately 2.41% [24].