Core Insights - Akamai Technologies has seen significant institutional investment, with UMB Bank n.a. increasing its stake by 50.8% in Q2, and other firms also boosting their holdings, indicating strong institutional confidence in the company [1] - The company's stock performance shows a market capitalization of $13.68 billion, with a PE ratio of 27.88 and a 52-week price range between $67.51 and $103.75, reflecting a stable market presence [2] - Akamai reported quarterly earnings of $1.86 EPS, exceeding estimates, with a revenue of $1.05 billion, marking a 5.0% year-over-year increase, showcasing solid financial health [3] Institutional Holdings - Institutional investors and hedge funds own 94.28% of Akamai's stock, highlighting a strong institutional backing [1] - Notable increases in holdings include Mutual Advisors LLC (4.0% increase), Main Management ETF Advisors LLC (1.7% increase), and Meridian Wealth Management LLC (3.2% increase) [1] Stock Performance Metrics - The stock opened at $95.08, with a 50-day moving average of $88.58 and a 200-day moving average of $81.05, indicating a positive trend in stock performance [2] - The company has a debt-to-equity ratio of 0.87, and both quick and current ratios are at 2.28, suggesting strong liquidity [2] Analyst Ratings - Recent analyst ratings show a mix of opinions, with TD Cowen raising the price target to $104.00 while Bank of America lowered it to $80.00, reflecting varied market sentiment [4] - The average target price for Akamai is currently $96.11, with a consensus rating of "Hold" from analysts [4] Insider Transactions - Recent insider selling includes CTO Robert Blumofe selling 3,500 shares at $97.00, and EVP Mani Sundaram selling 10,438 shares at $89.25, indicating some level of insider profit-taking [5][7] - Insiders have sold a total of 32,318 shares valued at approximately $2.89 million over the last three months, while insiders own 2.00% of the company's stock [7] Company Overview - Akamai Technologies is a leading provider of content delivery network (CDN) services and cloud security solutions, optimizing digital experiences for various sectors [8] - The company's core offerings include content acceleration, web and mobile performance optimization, media delivery, and cybersecurity solutions [9]

Core Insights - Akamai Technologies Inc. is a key player in the technology sector, focusing on content delivery network services and cloud security solutions, competing with companies like Cloudflare and Amazon Web Services [1] Stock Transaction - On January 2, 2026, Karon Adam sold 3,320 shares of Akamai's common stock at $87.30 per share, totaling approximately $289,836, which reduced his holdings by 29.90% to 7,785 shares valued at around $679,630.50 [2] Financial Metrics - Akamai's stock opened at $85.10 on the day of the transaction, with a quick and current ratio of 2.28, indicating strong liquidity [3] - The company has a debt-to-equity ratio of 0.87, reflecting a moderate level of debt, while the stock's 50-day moving average is $85.22 and the 200-day moving average is $79.85, showing a stable upward trend [3] - Over the past year, Akamai's stock has fluctuated between a low of $67.51 and a high of $103.75, with a market capitalization of $12.24 billion and a P/E ratio of 24.9, suggesting a reasonable valuation [4] - The price-to-sales ratio is 2.96, and the enterprise value to sales ratio is 4.00, indicating the market's valuation of its sales and operations [4] - Akamai's earnings yield is approximately 4.09%, providing insight into the return on investment, and the debt-to-equity ratio of 1.11 suggests a balanced approach to leveraging debt [5] - The current ratio of 2.28 demonstrates Akamai's ability to meet short-term obligations, reflecting its financial stability [5]

Core Insights - The Mairs & Power Growth Fund reported a 7.99% gain in Q3 2025, closely aligning with the S&P 500 Total Return Index's 8.12% and outperforming the Morningstar Large Blend index's 6.93% [1] - Year-to-date, the fund is up 10.12%, trailing the S&P 500 TR at 14.83% and the peer group at 13.06% [1] Company Highlights - Palo Alto Networks, Inc. (NASDAQ:PANW) is a key stock in the Mairs & Power Growth Fund, recognized as a leading global cybersecurity solutions provider [2][3] - The stock of Palo Alto Networks experienced a one-month return of -5.77% and a 52-week decline of 3.57%, closing at $192.96 per share with a market capitalization of $134.493 billion on December 10, 2025 [2] - The fund added Palo Alto Networks to its portfolio in Q3 2025, emphasizing its comprehensive cybersecurity solutions that address the increasing frequency and severity of cyberattacks [3] - The company’s offerings include network security, cloud security, and security operations, which are critical as enterprises face new attack vectors due to cloud migration [3] - The rise of AI has intensified cyber threats, making Palo Alto Networks' role in digital defense increasingly vital for organizations [3]

Core Viewpoint - Palo Alto Networks has demonstrated strong financial performance despite a recent downgrade by HSBC, with analysts from Wedbush maintaining an optimistic outlook for the company [2][6]. Financial Performance - The company reported revenue of $2.47 billion, slightly exceeding Wall Street's estimate of $2.46 billion [3][6]. - Gross margin was reported at 76.9%, and operating margin at 30.2%, both metrics surpassing forecasts [3][6]. - Earnings per share were $0.93, above the guidance and analysts' estimate of $0.89 [4][6]. Market Reaction - Following the downgrade by HSBC, Palo Alto Networks' shares dropped 7.3% to approximately $185 [4][6]. - The stock experienced a decrease of 7.42%, translating to a drop of $14.83, with a trading range between $183.20 and $199.69 [5]. - Despite the decline, Wedbush views this as a potential buying opportunity due to the company's strong financials [4][6]. Analyst Ratings - HSBC downgraded Palo Alto Networks from a "Hold" to a "Reduce" rating, with the stock priced at $185.07 at the time of the downgrade [2][6]. - Wedbush maintains an 'Outperform' rating with a price target of $225, reflecting confidence in the company's future performance [2][6]. Market Capitalization and Trading Volume - Palo Alto Networks' market capitalization is approximately $123.8 billion, with a trading volume of 15.9 million shares [5]. - Over the past year, the stock has seen a high of $223.61 and a low of $144.15 [5].

Core Insights - Zscaler, Inc. is a prominent player in the cloud security sector, providing solutions that facilitate secure connections between users and applications [1][2] - The company is positioned in a competitive landscape, contending with major firms like Palo Alto Networks and Fortinet [1] - A recent analysis set a price target of $340 for Zscaler, indicating a potential upside of 25.66% from its trading price of $270.58 [1] Market Performance - Zscaler participated in Citi's 2025 Global Technology, Media, and Telecommunications Conference, showcasing its strategic initiatives [2] - The company's market capitalization is approximately $41.77 billion, with a trading volume of 2,084,784 shares on NASDAQ [2] - Zscaler's stock has experienced significant volatility over the past year, with a high of $318.46 and a low of $153.45 [2] Investor Interest - The ongoing engagement in industry events and analyst attention positions Zscaler as a focal point for investors interested in the growth of cloud security solutions [3]

Core Viewpoint - Telos Corporation is set to report its second quarter 2025 financial results on August 11, 2025, and will host a webcast to discuss these results and the business outlook [1][2]. Group 1: Financial Results Announcement - The second quarter 2025 financial results will be reported on August 11, 2025 [1]. - A webcast will be held at 9:30 a.m. ET to discuss the financial results and business outlook [1][2]. Group 2: Company Overview - Telos Corporation provides cybersecurity, cloud, and enterprise security solutions for security-conscious organizations [3]. - The company's offerings include IT risk management, information security, cloud security, identity and access management, secure mobility, organizational messaging, and network management [3]. - Telos serves commercial enterprises, regulated industries, and government customers globally [3].

Core Points - Telos Corporation has expanded its TSA PreCheck enrollment network by opening 41 new locations in May and another 41 in June 2025, totaling 350 enrollment centers across 38 states [1][2][3] - The expansion aims to provide greater access and convenience for travelers, allowing them to enroll in TSA PreCheck at various partner locations, including Office Depot [1][2] - TSA PreCheck members enjoy expedited security screening, with 99% of members waiting less than 10 minutes at airport checkpoints [3][5] Company Overview - Telos Corporation (NASDAQ: TLS) specializes in security solutions, including cybersecurity, cloud security, and enterprise security for various sectors, including commercial and government clients [6] - The company is an authorized provider for TSA PreCheck, a program designed to expedite airport security for low-risk travelers, which has grown to over 20 million active members since its launch in December 2013 [5][6] Enrollment Process - New TSA PreCheck applicants can pre-enroll or schedule appointments through the Telos TSA PreCheck website, while existing members can renew their membership online [4] - The TSA PreCheck program is part of the Department of Homeland Security's Trusted Traveler initiative, facilitating faster security checks at over 200 airports with participation from more than 90 airlines [5]