Core Insights - Cloudflare, Inc. (NYSE:NET) faced a global disruption affecting services like ChatGPT and Spotify, attributed to a security-related file [2] - Jim Cramer expressed optimism about the cybersecurity sector, particularly for Cloudflare, despite challenges in the broader software-as-a-service (SaaS) market due to AI [2][3] - Cramer highlighted Cloudflare's efforts to assist smaller publishers against AI data scraping, indicating a potential growth area for the company [3] Company Overview - Cloudflare's CEO, Matthew Prince, is viewed positively by Cramer, who believes in his commitment to helping smaller publishers [3] - The company is positioned to benefit from the transition from search engines to answer engines, which has left some publishers without traffic and revenue [3] - Cloudflare's recent performance was noted as strong, with potential for increased profitability through anti-data scraping services [3]

Group 1 - Maven Securities initiated a new equity stake in CyberArk Software Ltd. by adding 15,000 shares valued at approximately $6.5 million [2][6] - This new position represents 1.5% of Maven's reportable assets under management, outside its top five holdings [3][6] - As of November 19, 2025, CyberArk shares were priced at $475.67, reflecting a 51% increase over the past year, outperforming the S&P 500 by 43 percentage points [3][4] Group 2 - CyberArk Software Ltd. reported a total revenue of $1.30 billion and a net income of -$227 million for the trailing twelve months [4] - The company specializes in privileged access management, endpoint security, cloud entitlements, and identity management solutions, serving various sectors including financial services, healthcare, and government [8][9] - CyberArk's acquisition by Palo Alto Networks was approved by shareholders, with the deal valuing CyberArk at $25 billion, while it was trading at a $22 billion valuation at the time of the announcement [10]

Core Insights - Cybersecurity company CrowdStrike confirmed the termination of an employee for allegedly sharing sensitive information with a hacking group [1][3] - The hacking group Scattered Lapsus$ Hunters claimed to have gained insider access to CrowdStrike's systems through a breach at Gainsight, a CRM company [2][3] - CrowdStrike refuted these claims, stating that their systems were never compromised and that customer data remained secure throughout the incident [3] Company Actions - CrowdStrike fired the insider after determining that he shared images of his computer screen externally [3] - The company has reported the incident to relevant law enforcement agencies [3] Hacking Group Activities - Scattered Lapsus$ Hunters is a collective of hackers utilizing social engineering techniques to gain unauthorized access to systems [4] - The group claimed to have stolen over 1 billion records from various companies relying on Salesforce for customer data management [5]

Core Insights - Palo Alto Networks and Cisco Systems are prominent players in the cybersecurity sector, with Palo Alto focusing on next-generation firewalls and cloud security, while Cisco emphasizes Threat Intelligence and Secure Access Service Edge (SASE) offerings [1][2] Industry Overview - The cybersecurity market is expected to grow at a CAGR of 12.45% from 2025 to 2030, driven by increasing complex attacks such as credential theft and social engineering [2] Palo Alto Networks Analysis - Palo Alto Networks is recognized as a leader in cybersecurity, providing comprehensive solutions for network and cloud security [4] - The company is experiencing significant growth in its SASE segment, with Annual Recurring Revenues (ARR) increasing by 34% year over year [6] - Next Generation Security (NGS) ARR grew 29% year over year, reaching $5.85 billion, driven by a platformization strategy [7] - The number of customers with over $5 million in NGS ARR rose to nearly 170, indicating deeper platform usage [8] - Palo Alto Networks has raised its long-term NGS ARR target to $20 billion by fiscal 2030, up from a previous target of $15 billion [9] Cisco Systems Analysis - Cisco Systems is making progress in its security business with new product offerings, but its security revenues dropped 2% year over year due to declining demand for older products [10][14] - The company has seen good customer adoption of its new security solutions, with almost 3,000 customers purchasing these products in the first quarter of fiscal 2026 [11] - Cisco's next-generation firewalls orders grew in the mid-teens range, but the overall security business remains weaker compared to its networking segment [13][15] Comparative Growth Outlook - Palo Alto Networks is projected to have a stronger growth profile, with fiscal 2026 revenues and EPS expected to increase by 13% and 13.2%, respectively [16] - In contrast, Cisco Systems' fiscal 2026 estimates indicate a more modest growth of 7.3% for both revenues and EPS [19] Price Performance and Valuation - Year-to-date, Palo Alto Networks shares have appreciated by 1.7%, while Cisco Systems shares have surged by 27.5% [21] - Cisco is trading at a forward sales multiple of 4.89X, compared to Palo Alto Networks' 12.61X, reflecting higher growth expectations for Palo Alto [23] Conclusion - Palo Alto Networks' leadership in cybersecurity provides strong revenue visibility, justifying its higher valuation compared to Cisco Systems [27] - Cisco Systems faces execution risks and a slower growth trajectory, suggesting a hold or wait strategy for investors [27][28]

Core Viewpoint - Palo Alto Networks (PANW) is experiencing significant selling pressure, with a 13.9% decline over the past four weeks, but is now positioned for a potential trend reversal as it enters oversold territory, supported by analyst expectations of better earnings than previously predicted [1]. Group 1: Technical Indicators - The Relative Strength Index (RSI) is utilized to determine if PANW is oversold, with a current reading of 25.03, indicating that the stock may soon reverse its downward trend [2][5]. - Stocks oscillate between overbought and oversold conditions, and the RSI helps identify potential price reversals, suggesting that unwarranted selling may present entry opportunities for investors [3]. Group 2: Fundamental Indicators - There is a strong consensus among sell-side analysts that earnings estimates for PANW will improve, with a 0.3% increase in the consensus EPS estimate over the last 30 days, which typically correlates with price appreciation [7]. - PANW holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises, indicating a strong potential for a near-term turnaround [8].

Core Insights - Analysts project Zscaler (ZS) will report quarterly earnings of $0.85 per share, a 10.4% increase year over year, with revenues expected to reach $773.35 million, reflecting a 23.2% increase from the same quarter last year [1] Earnings Estimates - There has been a 2% upward revision in the consensus EPS estimate over the last 30 days, indicating analysts' reassessment of their initial forecasts [2] - Revisions to earnings projections are crucial for predicting investor behavior and are strongly correlated with short-term stock price performance [3] Revenue Breakdown - 'Revenues- Direct Customers' are projected to be $92.97 million, representing a 33.6% increase year over year [5] - 'Revenues- Channel Partners' are expected to reach $680.24 million, indicating a 21.8% year-over-year change [5] - Analysts forecast 'Billings' to be $615.21 million, up from $516.70 million reported in the same quarter last year [5] Key Metrics - The 'Dollar-Based Net Retention Rate' is anticipated to be 114.1%, slightly up from 114.0% a year ago [6] - 'Remaining Performance Obligations' are expected to total $5.65 billion, compared to $4.41 billion in the previous year [6] Stock Performance - Zscaler shares have decreased by 12.3% over the past month, contrasting with the Zacks S&P 500 composite's decline of 2.8% [6] - Zscaler holds a Zacks Rank 3 (Hold), suggesting it is expected to closely follow overall market performance in the near term [6]

Diane King Hall is joining us. Uh we start with the story about what we've seen in Bitcoin and I was noting the selloff and institutional outflows as folks are nervous about private credit or no rate cut or whatever and u that's taken Coinbase down along with it. It has uh today right now at the moment it's moving in locked up with the uh optimism that we're seeing on Wall Street but it has been under pressure and in fact in the pre-market it was indicating lower but right now we're seeing a little bit of b ...

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the AI Stocks Making Moves on Wall Street. On November 18, Stifel raised its price target on the stock to $600 from $515 while maintaining a “Buy” rating. The rating affirmation comes ahead of the company’s fiscal third-quarter earnings report scheduled for December 2. The firm maintains a Buy on Crowdstrike based on improving VAR trends, stronger FY26/27 growth expectations, and rising adoption of AI Security modules. Stifel noted that it has surveyed 2 ...

Core Viewpoint - A class action securities lawsuit has been filed against Inspire Medical Systems, Inc. due to alleged securities fraud affecting investors between August 6, 2024, and August 4, 2025 [2][3]. Group 1: Lawsuit Details - The lawsuit claims that the launch of Inspire Medical's new product, Inspire V, was unsuccessful due to poor demand and excess inventory at treatment centers, contradicting the company's assurances of a successful launch [3]. - Defendants allegedly failed to complete essential tasks for the product launch, including training for treatment center customers, setting up IT systems, and ensuring proper Medicare reimbursement [3]. Group 2: Investor Information - Investors who suffered losses during the specified timeframe have until January 5, 2026, to request appointment as lead plaintiff, although participation in any recovery does not require this [4]. - Class members may be entitled to compensation without any out-of-pocket costs or fees [4]. Group 3: Legal Firm Background - Levi & Korsinsky, LLP has a history of securing significant settlements for shareholders and is recognized as one of the top securities litigation firms in the United States [5].

Core Viewpoint - A class action securities lawsuit has been filed against Fortinet, Inc. for alleged securities fraud affecting investors between November 8, 2024, and August 6, 2025 [1][2]. Group 1: Lawsuit Details - The lawsuit claims that Fortinet's management made false statements regarding the refresh cycle of their products, suggesting it would be more profitable than it actually was, as it involved old products that represented a "small percentage" of the Company's business [2]. - It is alleged that Fortinet misrepresented the number of FortiGate firewalls eligible for upgrades and that the refresh momentum was overstated, with approximately half of the refresh completed in just a few months by the end of Q2 2025 [2]. Group 2: Investor Information - Investors who suffered losses during the specified timeframe have until November 21, 2025, to request appointment as lead plaintiff, although participation in any recovery does not require serving in this role [3]. - Class members may be entitled to compensation without any out-of-pocket costs or fees, indicating no financial obligation to participate in the lawsuit [3]. Group 3: Legal Firm Background - Levi & Korsinsky, LLP has a history of securing hundreds of millions of dollars for shareholders and is recognized as one of the top securities litigation firms in the United States, with over 70 employees dedicated to serving clients [4].