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Palo Alto Networks to Report Q2 Earnings: How to Play the Stock
ZACKS· 2026-02-13 16:36
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 ...
Radware Announces New $80 Million Share Repurchase Plan
Globenewswire· 2026-02-13 11:00
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 ...
规范AI生成内容,人工智能衍生安全问题引发关注
Xuan Gu Bao· 2026-02-12 23:16
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]
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 ...