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Cybersecurity Stock in the Spotlight Ahead of Earnings
Schaeffers Investment Research· 2026-02-12 20:37
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 ...
Smart Money Is Betting Big In CRWD Options - CrowdStrike Holdings (NASDAQ:CRWD)
Benzinga· 2026-02-12 19:00
Investors with a lot of money to spend have taken a bearish stance on CrowdStrike Holdings (NASDAQ:CRWD).And retail traders should know.We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with CRWD, it often means somebody knows something is about to happen.So how do we know what these investors just did? Today, Benzinga's options sca ...
Exclusive: Palo Alto chose not to tie China to hacking campaign for fear of retaliation from Beijing, sources say
Reuters· 2026-02-12 18:03
Exclusive: Palo Alto chose not to tie China to hacking campaign for fear of retaliation from Beijing, sources say | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]A Palo Alto Networks logo is seen in this illustration taken August 18, 2025. REUTERS/Dado Ruvic/Illustration/File Photo [Purchase Licensing Rights, opens new tab]- Companies- Summary- Cybersecurity firms face risks when attributing state-sponsored cyberespionage, expert s ...
Check Point (CHKP) Q4 2025 Earnings Transcript
Yahoo Finance· 2026-02-12 17:36
We secure our customers' AI transformation through 4 strategic solution pillars, each one of them a platform of its own. hybrid mesh network security, securing the infrastructure, workspace security, securing the employees, exposure management that provides situational awareness and then finally, AI security across all of these pillars. We secure the hybrid mesh infrastructure across data centers, hybrid cloud, branch and SASE. And we have a very clear market differentiation for hybrid mesh. And our advanta ...
ServiceNow buys Israeli BI co Pyramid Analytics
En.Globes.Co.Il· 2026-02-12 17:09
ServiceNow, Inc. (Nasdaq: NOW) announced the signing of an agreement to acquire Israeli company Pyramid Analytics today. Pyramid Analytics, headed by co-founder Omri Kohl, is a developer of a platform that consolidates all stages of work with data in one place: gathering and sifting information, running predictive models, and presentation of insights to managers. RELATED ARTICLES ServiceNow buys Israeli cybersecurity co Armis for $7.75b The aim of the acquisition, according to ServiceNow, is to integrate ...
Zscaler Stock Dips 38% in Six Months: Should You Hold or Exit?
ZACKS· 2026-02-12 16:55
Key Takeaways Zscaler shares plunged 38.5% in six months, lagging the broader tech sector and key rivals.ZS posted 26% revenue growth to $788M and a record 22% operating margin in Q1 fiscal 2026.Zscaler's AI Security, Zero Trust and Data Security units topped $1B ARR, driving growth.Zscaler, Inc. (ZS) shares have remained mostly in a downward trajectory over the past six months. ZS stock has plunged 38.5% over the past six months, underperforming the Zacks Computer and Technology sector’s rise of 10.4%.Comp ...
AI-Led Security Boom Makes These 3 Cybersecurity Stocks Worth Buying
ZACKS· 2026-02-12 16:15
An updated edition of the Dec. 23, 2025 article.Cybersecurity has become one of the top priorities for organizations. Businesses today face nonstop attacks, whether through ransomware, phishing or large-scale data breaches. These cyberattacks do not just disrupt operations. They threaten financial stability and long-term brand reputation.That’s why cybersecurity has become one of the fastest-growing global industries. Fortune Business Insights expects that the global cybersecurity market will jump from $218 ...
Goldman Lowers Rubrik Inc. (RBRK) Target but Reiterates Buy Rating
Yahoo Finance· 2026-02-12 15:38
Rubrik Inc. (NYSE:RBRK) is among the best machine learning stocks to buy according to analysts. On February 9, Goldman Sachs cut its price target on Rubrik by one-third to $80 from $120 while maintaining a Buy rating amid broader volatility across AI-related stocks, according to The Fly. In its research note, Goldman Sachs highlighted a key point: the rapid pace of AI innovation. The firm cited developments such as Claude Cowork and OpenAI’s Frontier as evidence of the pace of change across the ecosystem. ...
Palo Alto plans dual listing in Tel Aviv after closing $25 billion CyberArk deal
Reuters· 2026-02-12 14:58
Palo Alto plans dual listing in Tel Aviv after closing $25 billion CyberArk deal | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]A Palo Alto Networks logo is seen in this illustration taken August 18, 2025. REUTERS/Dado Ruvic/Illustration [Purchase Licensing Rights, opens new tab]JERUSALEM, Feb 12 (Reuters) - Shares of Nasdaq-listed Palo Alto Networks [(PANW.O), opens new tab] will also trade on the Tel Aviv Stock Exchange, the cyb ...
Check Point Software Technologies .(CHKP) - 2025 Q4 - Earnings Call Transcript
2026-02-12 14:32
Check Point Software Technologies (NasdaqGS:CHKP) Q4 2025 Earnings call February 12, 2026 08:30 AM ET Company ParticipantsKip Meintzer - Global Head of Investor RelationsNadav Zafrir - CEORoei Golan - CFOShaul Eyal - Managing Director of Equity ResearchConference Call ParticipantsAdam Tindle - AnalystBrad Zelnick - Equity Research AnalystBrian Essex - Equity Research AnalystJoseph Gallo - Equity Research AnalystJoshua Tilton - Equity Research AnalystJunaid Siddiqui - Equity Research AnalystKeith Bachman - E ...