Palo Alto Networks, Inc.'s ( PANW ) business has been surprisingly resilient in 2025, supported by its XSIAM, SASE and software firewall products. This situation is likely to persist going forward due to AI demand, the nascent state of the SASE market and the emergingRichard Durant is the leader of Narweena, an asset manager focused on finding market dislocations that are the result of a poor understanding of a businesses long-term prospects. Narweena believes that excess risk adjusted returns can be achiev ...

Key Takeaways CRWD's Falcon Flex ARR topped $1.35B in Q3 fiscal 2026, growing more than 200% year over year.Falcon Flex is driving larger deals, including multiple eight-figure contracts tied to SIEM and AI modules.Re-Flex activity surged, with several customers signing new deals at more than twice their original spend.CrowdStrike’s (CRWD) Falcon Flex subscription model is becoming a key driver of the company’s growth. In the third quarter of fiscal 2026, management said that more customers are choosing Fle ...

A month has gone by since the last earnings report for Palo Alto Networks (PANW) . Shares have added about 0.4% in that time frame, underperforming the S&P 500.But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Palo Alto due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its latest earnings report in order to get a better handle on the important drivers.Palo Alto Networ ...

Palo Alto Networks, Inc. (NASDAQ:PANW) is included among the 12 Best Long Term US Stocks to Buy Now. JPMorgan Reinstates Palo Alto Networks (PANW) With Overweight Rating Photo by NeONBRAND on Unsplash On December 17, JPMorgan reinstated coverage of Palo Alto Networks, Inc. (NASDAQ:PANW) with an Overweight rating and a $235 price target. The move followed a period of restriction. The firm said Palo Alto offers one of the most complete, end-to-end security platforms in the market and sees the company as a ...

Core Insights - CrowdStrike's Falcon Flex model is rapidly growing and is integral to the company's expansion strategy, with Annual Recurring Revenue (ARR) from Falcon Flex customers reaching $1.35 billion in Q3 fiscal 2026, more than tripling from the previous year [1][9] Group 1: Falcon Flex Growth and Impact - Falcon Flex facilitates quicker adoption of new modules without lengthy contract processes, resulting in increased platform usage and strong re-Flex activity, with over 200 customers expanding their contracts in Q3 [2][9] - The model is driving growth in key product areas such as Next-Generation Security Information and Event Management, cloud security, identity security, and endpoint protection, as it reduces procurement friction and encourages multi-module adoption [3][9] - Falcon Flex is expected to remain a significant growth engine for CrowdStrike, contributing to increased ARR, larger deal sizes, and deeper platform utilization, with revenue estimates indicating a year-over-year increase of around 21% for fiscal 2026 and 2027 [4] Group 2: Competitive Landscape - Competitors like Palo Alto Networks and SentinelOne are also experiencing growth through platform expansion and AI innovations, with Palo Alto Networks reporting a 29% year-over-year increase in its Next-Gen Security ARR in Q1 fiscal 2026 [5] - SentinelOne achieved a 23% year-over-year growth in its ARR for Q3 fiscal 2026, driven by the adoption of its AI-first Singularity platform [6] Group 3: Financial Performance and Valuation - CrowdStrike's shares have increased by 9.6% over the past three months, contrasting with a 3.3% decline in the Zacks Security industry [7] - The company trades at a forward price-to-sales ratio of 21.56, significantly higher than the industry average of 11.83 [11] - The Zacks Consensus Estimate for CrowdStrike's fiscal 2026 earnings suggests a year-over-year decline of 5.6%, while fiscal 2027 earnings are expected to grow by 28.8%, with recent upward revisions in estimates [14]

Core Viewpoint - Mizuho upgraded Zscaler to Outperform from Neutral with a price target of $310, citing an improved risk-reward profile after a significant stock decline [1] Group 1: Stock Performance and Analyst Insights - Zscaler shares have weakened significantly despite a solid fiscal first-quarter performance, with fiscal second-quarter net new ARR guidance slightly below prior levels [2] - The recent acquisition of Red Canary did not contribute to the guidance, indicating a need for greater transparency regarding Zscaler's organic growth outlook [2] - The stock has declined approximately 31% since the end of October and 21% since the fiscal first-quarter earnings, suggesting that investors are now well compensated for the uncertainty [3] Group 2: Market Position and Valuation - Mizuho remains confident in Zscaler's strong positioning within the SASE and Zero Trust markets [3] - Zscaler is trading at a peak year-to-date EV-to-ARR discount relative to peers, highlighting a favorable valuation [3] - The company has a superior Rule of 50 score compared to many other high-growth software companies, reinforcing its competitive advantage [3]

Netskope, Inc. ( NTSK ) operates in the security service edge and broader SASE market, where companies are trying to combine multiple security tools into fewer platforms, and vendors are competing hard to stand out. It does thisI focus on producing objective, data-driven research, mostly about small- to mid-cap companies, as these tend to be overlooked by many investors. From time to time, though, I also look at large-cap names, just to give a fuller sense of the broader equity markets.Analyst’s Disclosure: ...

Key Takeaways CRWD's Next-Gen SIEM saw record net new ARR as customers shift from costly, slow legacy SIEM tools.A major European bank adopted Falcon SIEM, Onum and Charlotte AI in a large eight-figure replacement deal.Expanded AWS access lets millions use Falcon SIEM through Security Hub, widening CRWD's customer pipeline.CrowdStrike ((CRWD) is seeing strong momentum in its Next-Generation (Next-Gen) Security Information and Event Management (SIEM) as part of its mission to protect enterprises against evol ...

Core Insights - Cloudflare Inc. (NET) shares have increased by 85.1% over the past year, significantly outperforming the Zacks Internet – Software industry's growth of 4.5% [1] - The current performance raises questions for investors regarding whether to buy, sell, or hold Cloudflare stock [1] Group 1: AI and Security Growth - Cloudflare's edge network and security capabilities provide a low-latency network at an affordable cost, giving it a competitive edge among AI companies, serving approximately 80% of leading AI firms globally [4] - The company has over 55 revenue-generating products, which facilitate frictionless adoption and contribute to its annual contract value and net retention rate [5] - Cloudflare's security solutions, including Magic Transit, Zero Trust, and SASE, are gaining traction, with increased monetization opportunities from AI-related products like AI Crawl Control and Bot Management [6] Group 2: Long-term Growth Potential - The combination of AI, security, multi-cloud networking, and enterprise scale creates a robust growth engine for Cloudflare, with a Zacks Consensus Estimate projecting a 28% year-over-year revenue growth for 2025 [7] - Recent upward revisions in earnings estimates indicate positive sentiment, with a penny increase in the past week [7] Group 3: Strategic Partnerships - Cloudflare has strengthened collaborations with major companies such as Oracle, Alphabet, and Coinbase, enhancing its capabilities in cryptography and payment protocols [8][11] - The partnership with Oracle focuses on hybrid and multi-cloud workloads, while collaboration with Alphabet aims at post-quantum cryptography standards [10] - These strategic alliances position Cloudflare as a key player in shaping the future of the Internet and AI [11] Group 4: Market Position and Recommendations - Cloudflare's shares are currently trading above the 200-day moving average, indicating a bullish trend [14] - Given the company's strong performance in AI, security, enterprise adoption, and partnerships, it is recommended that investors consider buying NET stock now [15]

We came across a bullish thesis on Cloudflare, Inc. on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on NET. Cloudflare, Inc.'s share was trading at $200.21 as of November 28th. NET’s forward P/E was 161.29 according to Yahoo Finance. Viavi Solutions (VIAV) Soars to Fresh Record on Higher PT, 'Buy' Reco Cloudflare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide. NET delivered a strong Q3 2025 perfor ...