It was a tale of two markets last week: Industrials surged while financial and tech names buckled under the growing weight of artificial intelligence fears. A mixed bag of economic data complicated matters further. Although the S & P 500 bounced slightly Friday following an inflation print that bolstered the future case for lower interest rates, it wasn't enough to pull the index into the green for the week — or to convince investors that a Federal Reserve rates cut is coming next month. The S & P 500 shed ...

Core Viewpoint - CrowdStrike Holdings, Inc. (NASDAQ: CRWD) is recognized as an attractive investment opportunity due to its valuation and growth potential in the AI-driven cybersecurity sector, with a price target set at $446.00 by HSBC analyst Stephen Bersey [1]. Group 1: Financial Performance - HSBC projects a non-GAAP EPS CAGR of 38.3% for CrowdStrike over FY26-29, supported by a strong revenue CAGR of 27.5% and an expansion of non-GAAP operating margins by 775 basis points [2]. - The company's non-GAAP operating margin for CY26 is estimated at 21.6%, which is below the 40%+ margins of other established software companies, indicating significant room for improvement [3]. Group 2: Competitive Advantages - CrowdStrike holds a leadership position in the high-growth area of cybersecurity, benefiting from its cloud-native architecture and structural advantages in AI/ML-driven detection [1]. - The firm highlights that competitors like Palo Alto face challenges in scaling endpoint data aggregation, giving CrowdStrike a competitive edge [2]. - The rising adoption of cloud-based software and the ongoing AI revolution are expected to further enhance CrowdStrike's market position [3].

Palo Alto Networks, Inc. (NASDAQ:PANW) is one of the AI stocks currently on Wall Street’s radar. Attention is turning to Palo Alto Networks’ upcoming fiscal second quarter 2026 earnings report, scheduled on Tuesday, February 17, 2026. On February 11, DA Davidson analyst Rudy Kessinger lowered the price target on the stock to $210 from $240.00, while maintaining a Buy rating. Despite the PT cut, the firm anticipates strong upside on NGS ARR and RPOs due to robust channel feedback. It believes that the co ...

Core Insights - Palo Alto Networks is expected to report fiscal second-quarter earnings, with analysts predicting revenue growth and increased profits [1] - Options pricing indicates that traders anticipate the stock could move up to 8% in either direction following the earnings report [1] - The stock has declined approximately 9% in 2026 and is nearly 25% off its October highs [1] Financial Expectations - Analysts estimate adjusted earnings per share of 94 cents, with a 14% year-over-year revenue increase to $2.58 billion for the fiscal second quarter [1] - The average price target from 14 analysts is $218, suggesting about 30% upside from the recent close [1] Market Context - The cybersecurity sector has faced challenges, contributing to the stock's decline, but the demand for Palo Alto Networks' offerings has increased due to new security threats from AI advancements [1] - Recent acquisitions, including a $25 billion deal for CyberArk and the acquisition of AI cybersecurity firm Chronosphere, are expected to be focal points in the earnings report [1]

Core Insights - Proofpoint is enhancing its cybersecurity platform by acquiring Acuvity, which specializes in AI enterprise security and governance [2] - The acquisition aims to provide AI-native visibility, governance, and run-time protection for AI and agent-driven workflows [2][3] - This move is intended to help organizations mitigate risks associated with deploying AI technologies, such as shadow AI and sensitive data exposure [7] Company Strategies - Proofpoint's Chief Strategy Officer emphasized that the combination with Acuvity will allow organizations to adopt AI tools with the necessary governance and control to manage risks effectively [8] - Acuvity's CEO noted that the partnership will assist enterprises in navigating the complexities of securing AI adoption [8] - The acquisition follows Proofpoint's recent purchases of Hornetsecurity Group and Nuclei, indicating a strategic focus on enhancing its AI-driven security offerings [10][11] Industry Context - The integration of AI into business processes is creating new security challenges, necessitating a shift in how organizations govern AI interactions and decisions [9] - The cybersecurity landscape is evolving, with a growing emphasis on protecting not just data but also the AI systems that interact with it [9]

Key Takeaways PANW expects Q2 revenues of $2.57B-$2.59B, up 14-15% Y/Y, with consensus estimate for EPS pegged at 93 cents.Palo Alto Networks saw 29% NGS ARR growth in Q1, but growth has slowed for six straight quarters.PANW trades at 10.22X forward P/S, above sector and peers, amid macro headwinds. Palo Alto Networks, Inc. (PANW) is scheduled to report its second-quarter fiscal 2026 results on Feb. 17.Palo Alto Networks projects its fiscal second-quarter revenues in the range of $2.57-$2.59 billion, which ...

TEL AVIV, Israel, Feb. 13, 2026 (GLOBE NEWSWIRE) -- Radware® (NASDAQ: RDWR), a global leader in application security and delivery solutions for multi-cloud environments, today announced that its board of directors has authorized a new plan to repurchase up to $80 million of its issued and outstanding ordinary shares (the “2026 Plan”). The 2026 Plan will expire on March 15, 2027. The 2026 Plan authorizes management to repurchase ordinary shares, from time to time, in open market transactions, in privately ne ...

​CyberArk Software Ltd. (NASDAQ:CYBR) is one of the High Growth International Stocks to Buy Now. Recently, on February 6, DA Davidson raised its price target on CyberArk Software Ltd. (NASDAQ:CYBR) from $518 to $573 and maintained a Buy rating. Earlier on February 4, Jefferies also maintained its Buy rating on the stock. ​The bullish sentiment is based on record fiscal Q4 2025 and full-year results released on February 4. The company posted $372.65 million in revenue, up 18.53% year-over-year and ahead o ...

Group 1 - Recent reports indicate that some online accounts are disseminating AI-generated synthetic information without proper AI labeling, leading to public deception and a negative impact on the online ecosystem. Regulatory authorities have urged platforms to conduct thorough investigations, resulting in the disposal of 13,421 accounts and the removal of over 543,000 pieces of illegal content [1] - The proliferation of AI video creation tools has significantly enhanced content creation efficiency and diversified platform material. However, these tools have also lowered the barriers to entry for content creation, leading to a surge in AI-generated derivative works, which has exacerbated issues related to copyright infringement [1] - Northeast Securities highlights that the vulnerabilities of AI systems can lead to problems in other areas, emphasizing the need for regulatory measures to address AI-derived safety issues, including personal safety and privacy protection. The increasing safety concerns surrounding AI necessitate a focus on detection products for deepfake videos, images, and texts [1] Group 2 - Tianrongxin is developing a comprehensive data security defense system that integrates identification, detection, protection, response, and recovery, which has been widely applied across government, telecommunications, finance, and energy sectors [2] - Guotou Intelligent has launched the "Tianqing" Meiya public safety large model and the AI-3300 Huiyan video image authentication workstation [2]

Palo Alto Networks Inc (NASDAQ:PANW) stock was last seen down 3.7% at $159.20, amid news that the cybersecurity is planning to dual list on the Tel-Aviv Stock Exchange after finalizing its $25 billion acquisition of peer CyberArk Software. The company is also gearing up for its fourth-quarter earnings report, due out after the close Tuesday, Feb. 17.Looking back, Palto Alto stock stock finished five of its last eight post-earnings sessions lower. The stock averaged a 7.4% move, regardless of direction, over ...