Group 1 - The core viewpoint highlights CrowdStrike's strong momentum in artificial intelligence and its flexible subscription model, which are appealing to Wall Street analysts [1] Group 2 - Analysts are optimistic about CrowdStrike's growth potential due to its innovative AI capabilities [1] - The subscription model allows for scalability and adaptability, making it attractive for various customer segments [1] - The company's performance metrics indicate a positive trend, reinforcing investor confidence [1]

SentinelOne's quarterly profit forecast falls short of estimates amid stiff competition | ReutersSkip to main contentExclusive news, data and analytics for financial market professionalsLearn more aboutRefinitivSentinelOne logo is seen near computer motherboard in this illustration taken January 8, 2024. REUTERS/Dado Ruvic/Illustration Purchase Licensing Rights, opens new tabMarch 12 (Reuters) - Cybersecurity firm SentinelOne (S.N), opens new tab forecast quarterly profit below Wall Street estimates on Thur ...

Q4 & FY2026 Earnings Presentation March 12, 2026 Safe Harbor This presentation includes express and implied "forward-looking statements", including forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements include all statements that are not historical facts, and in some cases, can be identified by terms such as "anticipate," "believe," "can," "continue," "could," "estimate," "expect," "intend," "may," "might," "plan," "potential," "pre ...

Company Overview - Netskope, Inc. (NTSK) is recognized as a leading AI cybersecurity and networking company, yet its stock has experienced a decline following its earnings report [1] - Despite a strong initial public offering (IPO), the stock is currently trading at its lowest levels since going public, indicating a potential mispricing in the market [1] Investment Insights - Stone Fox Capital, an RIA based in Oklahoma, is led by Mark Holder, a CPA with extensive experience in investing and portfolio management [1] - The investing group, Out Fox The Street, provides stock picks and in-depth research aimed at identifying potential multibaggers while managing portfolio risk through diversification [1] - Features of the group include model portfolios, stock picks with identifiable catalysts, daily updates, real-time alerts, and community engagement for direct communication with the leader [1]

Akamai Technologies, Inc. (NASDAQ:AKAM) is one of the best rising AI stocks to buy now. On March 3, 2026, Akamai Technologies, Inc. announced that it would deploy thousands of NVIDIA Blackwell GPUs to expand its global distributed cloud infrastructure. The company said the move is aimed at creating one of the world’s most widely distributed AI platforms, built for AI research and development, fine-tuning, post-training optimization, and inference workloads across its network. Akamai said the platform is ...

Core Insights - Zscaler, Inc. (ZS) shares have decreased by 33.7% over the past three months, significantly underperforming the Zacks Computer and Technology sector, which declined by only 1% [1][3] - The decline is more pronounced compared to competitors like Cisco Systems, Fortinet, and Palo Alto Networks, with Fortinet's shares rising by 2.4% during the same period [1][3] Financial Performance - Zscaler reported Q2 FY26 revenues of $816 million, reflecting a 26% year-over-year increase, while EPS rose by 29.5% to $1.01 [7][17] - The company has a growing customer base, with 728 customers generating $1 million or more in annual recurring revenues (ARR), including a significant portion from Fortune 500 and Global 2000 companies [18] Market Position and Valuation - Zscaler holds a premium valuation with a Forward 12-month Price-to-Sales (P/S) ratio of 6.66, higher than the sector average of 6.18 [4] - Compared to key competitors, Zscaler trades at a lower P/S multiple than Palo Alto Networks (10.76) and Fortinet (8.00), but higher than Cisco Systems (4.89) [8] Growth Drivers - Zscaler's three main growth areas—AI Security, Zero Trust Everywhere, and Data Security Everywhere—have surpassed $1 billion in combined ARR, indicating strong growth potential [10][11] - AI Security's ARR is expected to exceed $500 million in fiscal 2026, driven by the adoption of AI Guard and agentic operations [11] - The Z-Flex program has generated over $290 million in total contract value bookings in Q2 FY26, marking a 65% sequential increase, which supports long-term customer relationships and sustainable growth [14] Future Outlook - Despite macroeconomic challenges, Zscaler is well-positioned to benefit from enterprise migration to cloud environments and increasing adoption of AI-driven cybersecurity solutions [19] - The Zacks Consensus Estimate indicates strong double-digit revenue and earnings per share growth for fiscal years 2026 and 2027 [19]

Artea Bankas, AB (“Artea Bankas” or the “Bank”) was informed by Tesonet Global, UAB (“Tesonet Global”) on March 12, 2026, of its intention to increase the ownership stake in the Bank to up to 31.68% (including the stake, which is currently held by Tesonet Global). For this purpose, Tesonet Global has entered into the transactions, as described below. On March 12, 2026, Tesonet Global executed and closed the share sale-purchase agreement with Willgrow UAB (“Willgrow”), acquiring a 2.52% stake in the Bank at ...

AM EST Both CrowdStrike (NASDAQ: CRWD) and Palo Alto Networks (NASDAQ: PANW) operate at the center of enterprise cybersecurity, share the same…## CrowdStrike Enters Mature Phase While Zscaler Accelerates With AI Security AcquisitionsWilliam Temple | Dec 4, 2025 at 11:49 AM EST CrowdStrike (NASDAQ: CRWD) and Zscaler (NASDAQ: ZS) reported strong earnings in late November and early December, revealing two fundamentally different…## Live: Crowdstrike Holdings (CRWD) Q3 Earnings CoverageJoel South | Dec 2, 2025 ...

Strategic growth leader to accelerate Tenable’s AI exposure management market opportunities worldwideCOLUMBIA, Md., March 12, 2026 (GLOBE NEWSWIRE) -- Tenable® Holdings, Inc. (NASDAQ: TENB), the exposure management company, today announced the appointment of Dino DiMarino as Chief Revenue Officer (CRO). DiMarino joins the leadership team to drive Tenable’s next phase of hyper-growth. Based in Boston, DiMarino will oversee global sales, partner ecosystems and revenue operations as the company scales to meet ...

New Regions and Enhanced Local Control Plane Allow Enterprises to Navigate Complex Global Regulations Without Sacrificing Speed, Security or UptimeSAN JOSE, Calif., March 12, 2026 (GLOBE NEWSWIRE) -- Zscaler, Inc. (NASDAQ: ZS), the leader in cloud security, today announced a significant expansion of its data sovereignty capabilities globally, powered by the Zscaler Zero Trust Exchange™ cloud security platform. As organizations increasingly demand the ability to independently manage digital assets while comp ...