Deep-pocketed investors have adopted a bearish approach towards Cisco Systems (NASDAQ:CSCO), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in CSCO usually suggests something big is about to happen.We gleaned this information from our observations today when Benzinga's options scanner highlighted 20 extraordinary options activities for Cis ...

Geopolitics and security is no longer just about material things and physical harm anymore. It now lives online, in the cloud and inside software that can infiltrate any computer at anyAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in PANW over the next 72 hours. I wrote this article myself, and it expresses my ...

Core Insights - Tenable (TENB) reported quarterly earnings of $0.42 per share, exceeding the Zacks Consensus Estimate of $0.37 per share, and up from $0.32 per share a year ago, representing an earnings surprise of +13.51% [1] - The company achieved revenues of $252.44 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 1.99% and increasing from $227.09 million year-over-year [2] - Tenable has consistently surpassed consensus EPS and revenue estimates over the last four quarters [2] Earnings Performance - The earnings surprise for the latest quarter was +13.51%, following a previous surprise of +13.33% in the prior quarter [1][2] - The current consensus EPS estimate for the upcoming quarter is $0.44, with expected revenues of $251.11 million, and for the current fiscal year, the EPS estimate is $1.50 on revenues of $985.48 million [7] Stock Performance and Outlook - Tenable shares have declined approximately 22.9% year-to-date, contrasting with the S&P 500's gain of 17.2% [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating expectations of underperformance in the near future [6] Industry Context - The Internet - Software industry, to which Tenable belongs, is currently ranked in the top 30% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Core Insights - Gil Shwed, the executive chairman of Check Point Software Technologies Ltd., holds a 24.6% stake in the company, making him the largest shareholder, although this is a slight decrease from 25.2% at the end of the second quarter [1] - During the third quarter, Shwed sold over 1 million shares, estimated to be worth approximately $205 million at average trading prices, or up to $235 million at peak prices [2] - As of the end of the third quarter, Shwed owned about 26.8 million shares valued at $5.2 billion, while Check Point's total market capitalization stands at $20.8 billion [2] Company Management - Gil Shwed transitioned from CEO to executive chairman in December 2024, with Nadav Zafrir taking over as CEO [3] - Shwed has primarily received equity compensation, waiving his salary except for the minimum legal requirement, leading to a gradual increase in his shareholding [3] - In 2024, Shwed's salary cost was reported at $14.4 million, a reduction from previous years where equity compensation ranged from $17.9 million to $26.1 million [3]

(Reuters) -Canada's BlackBerry raised its fiscal 2026 revenue forecast on Thursday, banking on strong demand for its cybersecurity software amid a rise in online hacking. Enterprises have been boosting their spending on software provided by cybersecurity companies such as BlackBerry to protect their digital infrastructure as the rapid advancement of artificial intelligence opens up new avenues for cyber attacks. U.S.-listed shares of the company were up about 2% in premarket trading following the results ...

Company Overview - Netskope shares debuted on Nasdaq at $23 after pricing at the top end of its range, raising over $908 million and valuing the company at $7.3 billion [1][2] - The company trades under the ticker symbol "NTSK" and saw its shares increase by more than 25% during the initial trading [1] Market Context - The IPO was more than 20 times oversubscribed, indicating strong investor interest [2] - Netskope is positioned to capitalize on the shift towards AI and cloud technologies, redefining the data network security market [2] - The IPO marks a significant moment in the reopening of the IPO market after a period of low investor interest due to high inflation and rising interest rates in early 2022 [2]

Group 1 - The IPO market is experiencing significant activity, described as the hottest point in years [1] - Netskope Inc., a cybersecurity-software company, recently priced its initial public offering at $19 per share [1] - The IPO raised approximately $908.2 million, leading to a valuation of about $7.3 billion for the company [1]

Core Insights - The cybersecurity industry is projected to grow significantly, from $194 billion in 2024 to $563 billion by 2032, driven by advancements in artificial intelligence [2] - Palo Alto Networks is experiencing strong sales growth, with a reported 15% year-over-year revenue increase to $9.2 billion for fiscal 2025 [9] - The company's strategic acquisition of CyberArk for $25 billion enhances its identity security capabilities, filling a critical gap in its offerings [5][6] Company Performance - Palo Alto Networks' operating income rose to $1.2 billion in fiscal 2025, up from $683.9 million the previous year, indicating effective cost management alongside revenue growth [9] - The company expects revenue to reach approximately $10.5 billion in fiscal 2026, representing a 14% increase over fiscal 2025 [11] - The balance sheet shows total assets of $23.6 billion against total liabilities of $15.8 billion, with a significant portion of liabilities being deferred revenue [10] Strategic Initiatives - The acquisition of CyberArk supports Palo Alto's "platformization" strategy, transitioning from selling disparate products to offering a comprehensive cybersecurity solution [8] - The company is preparing its systems to defend against potential quantum computer attacks, showcasing its commitment to addressing emerging threats [16] - Palo Alto Networks has the lowest price-to-sales (P/S) ratio compared to competitors like CrowdStrike and Zscaler, indicating an attractive valuation for its stock [15] Investment Considerations - The combination of strong sales, healthy financials, and a successful platform strategy positions Palo Alto Networks as a compelling investment opportunity [17] - The current share-price valuation suggests it may be an opportune time to consider purchasing shares [17]

Core Viewpoint - Tenable (TENB) has received an upgrade to a Zacks Rank 2 (Buy) due to an upward trend in earnings estimates, indicating a positive outlook for the company's stock price [1][3]. Earnings Estimates and Stock Price Movement - The Zacks rating system emphasizes the importance of changing earnings estimates in influencing near-term stock price movements, making it a valuable tool for investors [2][4]. - The correlation between earnings estimate revisions and stock price movements is strong, largely due to institutional investors who adjust their valuations based on these estimates [4]. Business Improvement Indicators - Rising earnings estimates and the Zacks rating upgrade suggest an improvement in Tenable's underlying business, which could lead to increased stock prices as investors respond positively [5][10]. - For the fiscal year ending December 2025, Tenable is expected to earn $1.49 per share, with a significant increase of 100% in the Zacks Consensus Estimate over the past three months [8]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with a proven track record of Zacks Rank 1 stocks generating an average annual return of +25% since 1988 [7]. - Tenable's upgrade to Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, indicating strong potential for market-beating returns in the near term [10].

Core Viewpoint - UnitedHealth Group has faced significant challenges this year, resulting in a 40% decline in share prices, primarily due to management issues and lowered earnings guidance [2][4][5]. Company Performance - The company reduced its earnings guidance during the first-quarter financial report, which caused investor panic and raised questions about leadership [4]. - Management acknowledged that forecasts for utilization rates in its Medicare Advantage business and reimbursements from its pharmacy benefit management unit were overly optimistic [5]. - CEO Andrew Witty's abrupt resignation and replacement by former CEO Stephen Hemsley added to investor concerns [5]. Market Comparison - The situation at UnitedHealth is compared to CrowdStrike, which also experienced a significant stock drop due to operational issues but later rebounded by 113% [8]. - Both companies operate in critical sectors—insurance and cybersecurity—suggesting that despite current challenges, there is potential for recovery [9]. Historical Context - Historical trends indicate that both UnitedHealth and the S&P 500 have generally increased in value over time, suggesting resilience in quality businesses despite temporary setbacks [10]. - The current trading levels of UnitedHealth stock are near five-year lows, indicating that market expectations are exceedingly low [12]. Future Outlook - Management anticipates overcoming current operational hurdles and achieving renewed growth by next year, although 2025 may not be a strong growth year [13]. - Insider buying activity suggests that the negative news may already be priced into the stock, indicating potential for a turnaround [13]. - Investing in UnitedHealth at current levels could yield significant returns if the company shows signs of recovery [14].