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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 ...
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 ...
Check Point Software Technologies .(CHKP) - 2025 Q4 - Earnings Call Transcript
2026-02-12 14:30
Check Point Software Technologies (NasdaqGS:CHKP) Q4 2025 Earnings call February 12, 2026 08:30 AM ET Speaker7Greetings, and welcome to Check Point Software's 2025 fourth quarter and full year financial results video conference. I'm Kip Meintzer, Global Head of Investor Relations, and joining me today, our Chief Executive Officer, Nadav Zafrir, and our Chief Financial Officer, Roei Golan. Before we begin, I'd like to remind everyone that the conference is being recorded and will be available for replay on o ...
ETFs in Focus as Cisco Slides Post Q2 Earnings Beat Amid Poor Outlook
ZACKS· 2026-02-12 14:25
Key Takeaways Cisco fell 7% post Q2 beat as fiscal 2026 revenue outlook missed Wall Street expectations. Cisco expects up to $61.7B in fiscal 2026 revenues and over $3B AI revenues from hyperscalers.Investors may consider ETFs like IYZ and CIBR to gain exposure while limiting single-stock risk. Shares of Cisco Systems (CSCO) slipped 7% in extended trading yesterday (as cited in CNBC), despite the company beating analysts’ expectations on both the top and bottom lines in the second quarter of fiscal 2026. Th ...
ZeroFox Names Andrew McKenna Chief Operating Officer and Chief Financial Officer
Globenewswire· 2026-02-12 14:05
Company Leadership Changes - Andrew McKenna has been promoted to the roles of Chief Operating Officer and Chief Financial Officer at ZeroFox, overseeing finance, operations, and corporate strategy to drive execution and long-term growth [1][2] - McKenna joined ZeroFox in 2024 and has significantly contributed to the company's financial stability and growth trajectory, including the successful divestment of IDX [2] Company Strategy and Innovation - ZeroFox emphasizes the need for alignment between strategy and execution to achieve growth, with McKenna expressing eagerness to enhance core priorities and empower teams [3] - The company is recognized for its relentless innovation and sustained growth in the external cybersecurity landscape, positioning itself as a leader in protecting organizations from threats beyond traditional perimeters [3] Competitive Advantage - ZeroFox differentiates itself through a combination of AI-driven technology, comprehensive threat intelligence, and expert-led response capabilities, addressing risks such as phishing and brand abuse [4] - The platform is designed for mature enterprises seeking a best-in-class security posture, providing rapid exposure and remediation of external threats while fostering long-term resilience [4] Company Overview - ZeroFox is a trusted solution for defending organizations against daily cyber threats, unifying various cybersecurity services into one platform [5] - The company has over a decade of SaaS expertise and serves thousands of customers across multiple sectors, including finance, media, and government, delivering actionable intelligence to reduce risk and enhance response [5]
Tenable Named as the Current Company to Beat for AI-Powered Exposure Assessment in a 2025 Gartner® Report
Globenewswire· 2026-02-12 14:00
COLUMBIA, Md., Feb. 12, 2026 (GLOBE NEWSWIRE) -- Tenable® Holdings, Inc. (NASDAQ: TENB), the exposure management company, today announced it has been recognized in the 2025 Gartner® AI Vendor Race: Tenable Is the Company to Beat for AI-Powered Exposure Assessment.1 According to Gartner, “Tenable achieved its front-runner status in EAP by not only leveraging its long-standing dominance in vulnerability assessment but also combining its strong asset and attack surface discovery capabilities, support for third ...