Akamai Technologies Inc. (NASDAQ: AKAM) is a prominent player in the technology sector, specializing in content delivery network services and cloud security solutions. The company competes with other tech giants like Cloudflare and Amazon Web Services. Recently, Akamai's COO & GM of the Edge Technology Group, Karon Adam, made headlines with a significant 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. This sale ...

Mairs & Power, an investment advisor, released the third-quarter 2025 investor letter for the “Mairs & Power Growth Fund.” A copy of the letter can be downloaded here. In 2025, the market dominance continues to concentrate on a small group of mega-cap stocks associated with artificial intelligence (AI). The fund gained 7.99% in the third quarter, broadly consistent with the S&P 500 Total Return (TR) Index’s 8.12% return and ahead of its peer group, the Morningstar Large Blend index’s 6.93% gain. YTD, the fu ...

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]