Palo Alto Networks (PANW) reported strong Q3 free cash flow on Nov. 19, 2025. In addition, its FCF margin rose on a trailing 12-month (TTM) basis. As a result, PANW could be worth much more, but the stock is well off its highs. That makes it a strong buy for value investors here. PANW is at $189.76 in midday trading on Monday, Dec. 22. That's significantly below a recent peak of $221.28. Recently, it has moved up from a trough of More News from Barchart PANW stock - last 6 months - Barchart - Dec. 22, 2 ...

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I recently joined The REIT Forum and if you are looking for more investment ideas like this one, get them exclusively at The REIT Forum with access to our subscriber only portfolios.When I last wrote on CrowdStrike Holdings, Inc. ( CRWD ) last month, I reiterated my Buy rating on the stock, as its Ending ARR (Annual Recurring Revenue) was projected to inflect higher, with Net NewAmrita runs a boutique family office fund in beautiful Vancouver, where she leads the investment strategy for the family fund. The ...

NEW YORK, Dec. 22, 2025 (GLOBE NEWSWIRE) -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against F5, Inc. (NASDAQ: FFIV) and certain of its officers. This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired F5 securities between October 28, 2024 and October 27, 2025, both dates inclusive ...

Core Insights - CrowdStrike Holdings (CRWD) is leveraging partnerships to drive growth and enhance its market presence, particularly through the Falcon platform [1] Partnerships and Growth - The partnership with Amazon Web Services (AWS) allows CrowdStrike's Falcon Next-Generation Security Information and Event Management (SIEM) to be integrated directly into AWS Security Hub, facilitating easier access for AWS customers [2] - Collaborations with global system integrators like EY, Deloitte, and Wipro are enabling CrowdStrike to attract large enterprise clients looking to upgrade from legacy security tools [3] - The partnership with F5 enables Falcon to operate on F5 appliances, enhancing infrastructure security, while the Kroll partnership is transitioning approximately 500,000 endpoints to Falcon, targeting mid-market customer segments [4] Financial Performance and Estimates - The Zacks Consensus Estimate predicts a revenue increase of around 21% year-over-year for both fiscal 2026 and 2027 [5] - CrowdStrike's shares have decreased by 2.4% over the past three months, outperforming the Zacks Security industry's decline of 8.4% [8] - The forward price-to-sales ratio for CrowdStrike is 21.23, significantly higher than the industry average of 11.79 [12] - Earnings estimates indicate a decline of 5.6% for fiscal 2026, followed by a growth of 28.7% for fiscal 2027, with recent upward revisions of 4 cents and 3 cents respectively [15]

Core Insights - Palo Alto Networks (PANW) is enhancing its partnership with Google Cloud to bolster secure artificial intelligence (AI) and cloud adoption, integrating its Prisma AI Runtime Security (AIRS) directly into Google Cloud's services [1][2] Partnership Expansion - The expanded partnership includes the integration of Prisma AIRS with Google Cloud services like Vertex AI and Agent Engine, enabling customers to secure AI models, data, and agents while operating on Google Cloud [2] - The partnership also emphasizes the use of Palo Alto Networks' software firewalls and Secured Access Service Edge products, allowing for consistent security policies across cloud, AI, and network environments [2] Security Features - Prisma AIRS provides real-time checks on prompts, responses, and agent actions, mitigating risks such as prompt injection, data leakage, and tool misuse, eliminating the need for separate security products [3] - In addition to Google Cloud, Prisma AIRS has been integrated with other AI agent platforms, including Factory, Glean, IBM, and ServiceNow, enhancing security within existing customer tools [3] Adoption and Growth - The adoption of Prisma AIRS is on the rise, with the number of deals more than doubling sequentially in Q1 fiscal 2026, indicating increasing usage [4] - The Zacks Consensus Estimate forecasts revenue growth of approximately 14.1% for fiscal 2026 and 13.3% for fiscal 2027, suggesting strong future growth potential for PANW [4] Competitive Landscape - Competitors such as CrowdStrike and Okta are also focusing on partnerships and acquisitions to enhance their platforms and drive AI innovation [5] - CrowdStrike has expanded its partnership with Amazon Web Services (AWS), integrating its Falcon Next-Generation Security Information and Event Management (SIEM) into AWS Security Hub, which may increase user adoption [6] - Okta's acquisition of Axiom Security has added new tools for privileged access management, enhancing its offerings in cloud and SaaS security [7] Financial Performance - Palo Alto Networks' shares have decreased by 10.2% over the past three months, compared to an 8.4% decline in the Zacks Security industry [8] - The company trades at a forward price-to-sales ratio of 11.77X, slightly below the industry's average of 11.79X, indicating a competitive valuation [12] - The Zacks Consensus Estimate for fiscal 2026 and 2027 earnings suggests year-over-year growth of 14.7% and 12.5%, respectively, with recent revisions indicating a slight upward adjustment for fiscal 2026 and a downward adjustment for fiscal 2027 [15]

Core Insights - Quantum eMotion Corp. has become the largest single holding of the Defiance Quantum ETF, indicating significant institutional adoption of quantum security technologies [1][3]. Group 1: Company Overview - Quantum eMotion is a Canadian leader in quantum-safe cybersecurity, focusing on Quantum Random Number Generation (QRNG), post-quantum cryptography, and Entropy-as-a-Service solutions [1][6]. - The company aims to meet the increasing demand for affordable security solutions for connected devices, positioning itself as a pioneer in both classical and quantum cybersecurity [6]. Group 2: ETF and Market Position - Following the December 2025 semi-annual rebalancing of the BlueStar Quantum Computing and Machine Learning Index, Quantum eMotion's position in the Defiance Quantum ETF (QTUM) increased to approximately 2.18% of the ETF's portfolio, equating to 18.48 million shares [2]. - QTUM, with over $3 billion in assets under management, is recognized as the world's leading pure-play quantum computing ETF, holding a diversified portfolio of global technology and quantum innovators [2][5]. Group 3: Strategic Implications - The inclusion as the largest holding in QTUM validates Quantum eMotion's strategy and technology, highlighting the growing institutional recognition of quantum cybersecurity as essential for future technologies such as AI, cloud, healthcare, and blockchain [3][4]. - This milestone enhances Quantum eMotion's visibility among U.S. institutional investors and supports its strategic goals, including commercialization acceleration and expanded partnerships [4].

Core Viewpoint - A securities class action lawsuit has been filed against F5, Inc. for allegedly failing to timely disclose a significant cybersecurity incident that negatively impacted its stock price and investor confidence [1][2]. Group 1: Lawsuit Details - The lawsuit, titled Smith v. F5, Inc., seeks to represent investors who acquired F5 securities between October 28, 2024, and October 27, 2025 [1]. - The lead plaintiff deadline for the lawsuit is set for February 17, 2026 [3]. Group 2: Cybersecurity Incident - On October 15, 2025, F5 disclosed that it had experienced a major cybersecurity breach on August 9, 2025, involving unauthorized access by a nation-state actor to its systems, including its key product, F5 BIG-IP [2][6]. - Following the disclosure, F5's stock price fell by $47.82, a decrease of 13.9%, over two trading days [6]. Group 3: Financial Impact - F5 reported a significant slowdown in revenue growth, projecting only 0% to 4% growth for 2026, compared to 10% growth in 2025, attributing this deceleration to the cybersecurity incident [7]. - The day after the financial results were announced, F5's stock price dropped by $22.83, a decline of 7.8% [7]. Group 4: Investigation Focus - The investigation by Hagens Berman is centered on whether F5 appropriately informed investors about the materiality of the cybersecurity incident and adhered to SEC disclosure rules [8].

Appointment of Vineet Malhotra Adds Regulated Banking and Payments Expertise as Company Reaffirms Shareholder-Protective Capital ApproachTEL AVIV, Israel, Dec. 22, 2025 (GLOBE NEWSWIRE) -- HUB Cyber Security Ltd. (Nasdaq: HUBC) (“HUB” or the “Company”), a global provider of confidential computing and secured data fabric technologies, today announced the appointment by its shareholders of Vineet Malhotra to its Board of Directors and provided a governance and capital framework update as the Company advances ...

Multi-year, multimillion-dollar agreement signed with top-ten SaaS and IT service management leaderMAHWAH, N.J., Dec. 22, 2025 (GLOBE NEWSWIRE) -- Radware® (NASDAQ: RDWR), a global leader in application security and delivery solutions for multi-cloud environments, today announced a significant new multi-year customer win with a leading global SaaS enterprise software company. As part of the agreement, the customer has deployed Radware’s DefensePro® DDoS mitigation solution to protect its critical applicatio ...