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The Innovation ETF Up 22% That Most Tech Investors Have Never Considered
247Wallst· 2026-02-19 14:58
Core Viewpoint - The iShares Exponential Technologies ETF (XT) has achieved a 22.63% return over the past year, outperforming major benchmarks like QQQ and SPY, by diversifying across over 500 holdings in sectors such as AI, genomics, and robotics [1] Group 1: ETF Overview - XT spreads capital across 500+ holdings, with no single position exceeding 3% of assets, aiming to provide balanced exposure to innovation [1] - The fund allocates 30.2% to information technology and 16% to healthcare, with significant investments in semiconductors, cybersecurity, biotech, and cloud infrastructure [1] - XT has $3.7 billion in assets and a 0.46% expense ratio, offering institutional-quality access at a reasonable cost [1] Group 2: Performance Analysis - Over the past year, XT's return of 22.63% significantly outpaced both QQQ and SPY, benefiting from broader sector exposure [1] - Year-to-date in 2026, XT is up 3.91%, while QQQ has entered negative territory, indicating continued momentum [1] - However, over five years, XT's cumulative gain of approximately 31% lags behind QQQ's 83%, highlighting the impact of concentrated mega-cap leadership during that period [1] Group 3: Trade-offs and Considerations - XT's 0.76% dividend yield is not suitable for income-focused investors, as recent distributions appear to be special capital gains rather than sustainable income [1] - The fund's diversification may limit its ability to capitalize on rallies driven by a few mega-cap companies, which can be a disadvantage in strong market cycles [1] - Active rebalancing introduces tracking error, as performance is influenced by the manager's sector timing decisions [1]
N-ABLE(NABL) - 2025 Q4 - Earnings Call Transcript
2026-02-19 14:32
N-Able (NYSE:NABL) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Company ParticipantsAdam Holets - Equity Research AssociateGriffin Gyr - Senior Manager of Investor RelationsJohn Pagliuca - President and CEOMatt Hedberg - Head of Global TIMT Research and Director of Equity ResearchTim O'Brien - EVP and CFOConference Call ParticipantsJoe Vruwink - Research AnalystMike Cikos - Senior AnalystOperatorLadies and gentlemen, thank you for joining us, and welcome to the N-able fourth quarter 2025 earnings cal ...
Palo Alto (PANW) Loses 6.8% as Impressive Earnings Priced In
Yahoo Finance· 2026-02-19 14:25
We recently published 10 Losing Stocks in an Otherwise Optimistic Market. Palo Alto Networks Inc. (NASDAQ:PANW) was one of the worst performers on Wednesday. Palo Alto tumbled by 6.82 percent on Wednesday to close at $152.35 apiece, as investors appeared to have already priced in a strong earnings performance in the second quarter of fiscal year 2026 prior to the official results. In an updated report, Palo Alto Networks Inc. (NASDAQ:PANW) said that net income in the second quarter ending December 31 in ...
Zscaler vs. Qualys: Which Cybersecurity Stock Has the Edge?
ZACKS· 2026-02-19 14:16
Key Takeaways Qualys appears better positioned than Zscaler due to steadier growth and a lower valuation.ZS posted 26% Q1 revenue growth but faces gross margin pressure from newer AI-driven products.QLYS' Q4 revenues grew 10%. Qualys is expanding globally while trading at a lower forward sales multiple.Zscaler, Inc. (ZS) and Qualys, Inc. (QLYS) are two important players in cybersecurity, both helping enterprises protect their systems. Their products differ, but they compete in vulnerability management — a f ...
Tenable Research Reveals Growing AI Exposure Gap Fueled by Supply Chain Risks and Lack of Identity Controls
Globenewswire· 2026-02-19 14:10
Core Insights - The 2026 Cloud and AI Security Risk Report by Tenable reveals a significant AI exposure gap, with organizations inheriting cyber risks faster than they can manage them [1][2] Group 1: Key Findings - 86% of organizations have installed third-party code packages with critical-severity vulnerabilities, making the software supply chain a major source of cloud exposure [7] - 65% of organizations possess "ghost" secrets, which are unused or unrotated cloud credentials, with 17% of these linked to critical administrative privileges [7] - 70% of organizations have integrated at least one AI or Model Context Protocol (MCP) third-party package, often without central security oversight [7] Group 2: Security Risks - Non-human identities, such as AI agents and service accounts, represent a higher risk (52%) compared to human users (37%), leading to dangerous combinations of permissions [7] - Organizations face severe risks in four key areas: AI security posture, supply chain attack vectors, least privilege implementation, and cloud workload exposure [2][4] - The lack of visibility and governance in AI systems embedded in infrastructure poses critical risks that need to be addressed [4] Group 3: Recommendations - Organizations should secure the AI integration process through comprehensive visibility and identity-centric controls, including enforcing least privilege for AI roles [4] - Steps to reduce extended supply chain exposure include unifying visibility across code packages, virtual machines, identity access, and cloud environments [4] - The report provides actionable guidance for security and business leaders to mitigate risks in cloud and AI environments [2]
PANW to Buy Koi: Is Agentic Endpoint Security the Next Growth Engine?
ZACKS· 2026-02-19 13:51
Key Takeaways PANW to acquire Koi to address security gaps from AI agents, plugins and scripts on endpoints.Palo Alto Networks will integrate Koi into Prisma AIRS and Cortex XDR to boost AI activity visibility.PANW sees the deal supporting long-term growth as enterprise AI adoption expands.Palo Alto Networks (PANW) recently announced its intent to acquire Koi, a company focused on Agentic Endpoint Security. Nowadays, new security risks are created by AI agents, tools, plugins and scripts that operate direct ...
Quantum eMotion to Commence Trading on NYSE American Under the Ticker "QNC"
TMX Newsfile· 2026-02-19 13:41
Montreal, Quebec--(Newsfile Corp. - February 19, 2026) - Quantum eMotion Corp. (TSXV: QNC) (OTCQB: QNCCF) (FSE: 34Q0) ("QeM" or the "Company") is pleased to announce that its common shares have been approved for listing and trading on the NYSE American LLC ("NYSE American"). The Company expects that its common shares will commence trading at market open on the NYSE American on or about February 24, 2026, under the symbol "QNC". The uplisting to the NYSE American marks a significant advancement in the Compa ...
N-ABLE(NABL) - 2025 Q4 - Earnings Call Presentation
2026-02-19 13:30
Investor Presentation February 2026 General This presentation and the accompanying oral presentation do not constitute an offer or invitation for the sale or purchase of securities and has been prepared solely for informational purposes. The information contained in this presentation (the "Presentation") has been prepared to assist financial analysts in making their own evaluation of N-able, Inc. in connection with publishing independent research reports and for no other purpose. This Presentation is subjec ...
Markel announces collaboration with Upfort to help enhance protection for U.S. cyber policyholders
Prnewswire· 2026-02-19 13:00
Click here to learn more about Upfort's capabilities. About Markel Insurance RICHMOND, Va., Feb. 19, 2026 /PRNewswire/ -- Markel, the insurance operations within Markel Group Inc. (NYSE: MKL), announced today a new collaboration with Upfort to provide eligible U.S. cyber policyholders with an expanded suite of tools to help them safeguard their businesses and help reduce the risk of cyberattacks. Upfort Shield, a multi-layer cyber defense platform, is now available to Markel eligible cyber policyholders, pr ...
QSE Formalizes Enterprise Post-Quantum Migration Methodology Through Its Quantum Preparedness Platform
TMX Newsfile· 2026-02-19 13:00
Vancouver, British Columbia--(Newsfile Corp. - February 19, 2026) - QSE – Quantum Secure Encryption Corp. (CSE: QSE) (OTCQB: QSEGF) (FSE: VN80) today announced the formalization of its Enterprise Post-Quantum Migration Methodology, delivered through its Quantum Preparedness Assessment (QPA) platform.With global standards bodies such as NIST advancing post-quantum cryptographic guidance and governments publishing migration roadmaps, organizations are increasingly evaluating long-term cryptographic risk expo ...