SPDR Dow Jones Industrial Average ETF

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Invesco QQQ Trust Series 1

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Fueled by a strong earnings report and future guidance, Applied Digital is trending as investors discuss the potential for significant growth in the AI data center space. Community members are excited about the possibility of new hyperscaler deals and the potential for a short squeeze, driving speculative interest in the stock. Some traders are warning of a potential pullback, while others remain bullish on the stock's long-term prospects within the AI sector.

Pyth Network is a decentralised oracle network designed to provide real-time financial market data to decentralised applications (dApps) across multiple blockchains. It allows developer to secure smart contracts with reliable, low-latency market data from institutional sources, and build apps with high-fidelity oracle feeds designed for mission-critical systems.

Pyth Network

Pyth Network is trending as the community discusses its potential, particularly its role in providing data for other platforms. Some are drawing comparisons to Chainlink and highlighting the potential for revenue generation and real-world asset applications. Talk centers on potential price movements and future growth.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath ($PATH) is trending as investors discuss its potential amid growing interest in AI and automation, with many drawing comparisons to Palantir. Community members are actively watching for a breakout, fueled by the stock's recent momentum and high call option volume, hinting at a possible short squeeze. Bulls are hopeful that $PATH is only just beginning its run as investor sentiment grows.

SEALSQ Corp. is a holding company, which engages in the security of microcontrollers. It operates through the following geographical segments: North America, Europe, Middle East, Africa, Asia Pacific, and Latin America. It focuses on authentication process, digital certification, and covering individual patents of semiconductors. The company was founded on April 1, 2022 and is headquartered in Cointrin, Switzerland.

SEALSQ Corp

SEALSQ Corp ($LAES) is trending due to its partnership to develop quantum-resistant chips for U.S. defense, fueling speculation of government contracts and a potential short squeeze. The community is comparing it to other quantum stocks like $IONQ and $RGTI, with many believing it's undervalued and poised for significant growth. Discussions also highlight upcoming catalysts, including a satellite launch and the release of a new chip.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including from sellers, advertising, and subscription services through internationally-focused online stores. The AWS segment is composed of global sales of compute, storage, database, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon's stock is trending as traders eye a potential breakout, fueled by optimism around AI and cloud growth. Community members are actively discussing short-term price movements and potential options plays, with some anticipating a run towards higher price targets. Despite some bearish sentiment and concerns about lagging performance, many bulls believe AMZN is undervalued and poised to catch up with its mega-cap peers.

Zcash is a decentralized and open-source cryptocurrency that offers privacy and selective transparency of transactions. Zcash payments are published on a public blockchain, but the sender, recipient, and amount of a transaction remain private.  Zcash is based on peer-reviewed cryptographic research, and built by a security-specialized engineering team on an open source platform based on Bitcoin Core's battle-tested codebase. Our improvement over Bitcoin is the addition of privacy. Zcash uses advanced cryptographic techniques, namely zero-knowledge proofs, to guarantee the validity of transactions without revealing additional information about them.  How Zcash works  Zcash encrypts the contents of shielded transactions. Since the payment information is encrypted, the protocol uses a novel cryptographic method to verify their validity.  Zcash uses a zero-knowledge proof construction called a zk-SNARK, developed by our team of experienced cryptographers based on recent breakthroughs in cryptography. These constructions allow the network to maintain a secure ledger of balances without disclosing the parties or amounts involved. Instead of publicly demonstrating spend-authority and transaction values, the transaction metadata is encrypted and zk-SNARKs are used to prove that nobody is cheating or stealing.  Zcash also enables users to send public payments which work similarly to Bitcoin. With the support for both shielded and transparent addresses, users can choose to send Zcash privately or publicly. Zcash payments sent from a shielded address to a transparent address reveal the received balance, while payments from a transparent address to a shielded address protect the receiving value.   Check out CoinBureau for guide on What is ZCash.

Zcash

Zcash is trending as community members discuss its potential for significant gains, citing its limited supply and privacy features. Some traders are pointing to bullish technical indicators and speculating on near-term price targets. The renewed interest may also be linked to broader discussions around privacy coins and decentralized finance.

GSR III Acquisition Corp engages in the merger, share exchange, asset acquisition, share purchase or reorganization with one or more businesses. The company was founded on May 10, 2023 and is headquartered in Austin, Texas.

GSR III Acquisition Corp. - Ordinary Shares- Class A

GSR III Acquisition Corp. Ordinary Shares

GSRT is trending due to the upcoming merger with Terra Innovatum, with the ticker symbol slated to change to NKLR, a catchy name in the nuclear sector; the merger vote is scheduled for early October. The community is excited about the ticker change and is comparing the company to sector peers, anticipating a significant rise in valuation post-merger, although some caution about potential volatility.

Siyata Mobile, Inc. engages in the provision of cellular communications systems for enterprise customers. It specializes in connected vehicle products for professional fleets, marketed under the Uniden Cellular and Siyata brands. The firm operates through the following geographical segments: Europe, the Middle East and Africa; Unites States; Canada; and Australia and New Zealand. The company was founded by Marc Seelenfreund on October 15, 1986 and is headquartered in Montreal, Canada.

Core AI Holdings Inc.

Core AI Holdings, Inc.

Core AI Holdings ($CHAI) is trending due to investor frustration and confusion following its NASDAQ debut after a reverse merger, compounded by a lack of communication regarding the company's plans. The community is actively discussing concerns around financials, the merger's purpose, and trading issues, while questioning the company's strategy in the competitive AI content generation space.

Rigetti Computing, Inc. provides full-stack quantum computing services. It serves global enterprise, government, and research clients through its Rigetti Quantum Cloud Services platform. The company was founded by Chad Rigetti in 2013 and is headquartered in Berkeley, CA.

Rigetti Computing Inc

Shares of Rigetti Computing are trending as the stock continues its recent surge, prompting discussions about a potential short squeeze and the long-term viability of its quantum computing technology. While some investors express optimism about the company's future, others worry about an overextended valuation, drawing parallels to past market bubbles and questioning the sustainability of the current price levels.

USELESS

$USELESS is trending due to community excitement around its self-aware meme status and potential for massive gains, with some comparing it to previous meme coin successes. The community is actively discussing its potential for hitting a billion-dollar market cap, even though it's 'useless'. Bullish sentiment seems to be driven by perceived accumulation from larger $BTC, $ETH and $SOL holders.

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Nifty 50

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Reliance Industries Ltd.

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San Jose, California-based cybersecurity company Zscaler (ZS) reported a&nbsp;forecast-beating quarter, sending its stock more than 3% higher in Wednesday’s early premarket session.On Stocktwits, retail sentiment toward&nbsp;<a href="https://stocktwits.com/symbol/ZS">Zscaler stock</a> remained ‘extremely bullish’ (94/100) as of early Wednesday, marking the highest in more than a year.<figure class="image"><img style="aspect-ratio:620/53;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_03_at_5_21_48_AM_png_17e8bcfb13.webp" alt="Screenshot 2025-09-03 at 5.21.48 AM.png" width="620" height="53"><figcaption>ZS sentiment and message volume as of 5:20 a.m., Sept. 3 | source: Stocktwits</figcaption></figure>The message volume on the stream increased to ‘extremely high’ levels.Zscaler reported adjusted earnings per share (EPS) of $0.89 for the fourth quarter of fiscal year 2025, up from $0.72 in the year-ago quarter and exceeding the Fiscal.ai-compiled consensus of $0.80.Revenue climbed 21% year-over-year (YoY) to $719.2 million versus the $707.14-million consensus.CEO Jay Chaudhry said, “We had an outstanding Q4, in which we achieved a new milestone of more than $3 billion of Annual Recurring Revenue while achieving our highest-ever operating margin for a quarter.”The executive noted that the company’s Zero Trust and artificial intelligence (AI) security solutions are driving robust demand.&nbsp;“We recently delivered AI Guardrails for Public and Private apps, and we are rapidly expanding our AI security portfolio to address the emerging risks of AI models and applications.”Looking ahead, Zscaler guided first-quarter adjusted EPS and revenue to $0.85-$0.86 and $772 million to $774 million, respectively. Both numbers exceeded the consensus estimates of $0.85 and $754.96 million, respectively.The company’s initial guidance for the fiscal year 2026 calls for adjusted EPS of $3.64 to $3.68 and revenue of $3.265 billion to $3.284 billion. Analysts, on average, estimate $3.71 and $3.231 billion, respectively.Following the quarterly print, Barclays analysts raised the price target for Zscaler stock to $320 from $300, the Fly reported. The updated price target implies about 17% potential upside from Tuesday's close. The analysts maintained an 'Overweight' rating for the stock.Zscaler stock is up more than 52% so far this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/aapl-stock-rises-premarket-after-google-antitrust-ruling/chwTseDRd87">Apple Stock Jumps Nearly 3% Premarket: Analyst Says ‘$25 Overhang’ Removed After Google Antitrust Ruling</a>

In this photo illustration, a Zscaler logo is seen displayed on a smartphone and in the background. 

Cybersecurity Vendor Zscaler’s Stock Rises Premarket: What’s Fueling The Upside?

CEO Jay Chaudhry noted that the company’s Zero Trust and artificial intelligence security solutions are driving robust demand. 

Equity

CEO Jay Chaudhry noted that the company’s Zero Trust and artificial intelligence security solutions are driving robust demand. 



AI-powered infrastructure provider for financial services, Pagaya Technologies (PGY), released preliminary second-quarter (Q2) 2025 figures on Thursday, showing stronger-than-expected performance across key areas.Following the results,&nbsp;<a href="https://stocktwits.com/symbol/PGY">Pagaya stock</a> surged by more than 22% on Thursday afternoon.The company anticipates that its network volume, total revenue, net income, and adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) will exceed its earlier projections.On Stocktwits, retail sentiment toward Pagaya improved to ‘extremely bullish’ (78/100) from ‘bullish’ territory a day ago, amid ‘high’ (67/100) message volume levels.<figure class="image"><img style="aspect-ratio:967/115;" src="https://news.stocktwits-cdn.com/Screenshot_2025_07_17_114854_png_4074f689c3.webp" alt="PGY’s Sentiment Meter and Message Volume as of 11:45 a.m. ET on July 17, 2025 | Source: Stocktwits" width="967" height="115"><figcaption>PGY’s Sentiment Meter and Message Volume as of 11:45 a.m. ET on July 17, 2025 | Source: Stocktwits</figcaption></figure>The message count for the stock jumped by over 46% in the last 24 hours.For the quarter ending June 30, Pagaya expects network volume to reach approximately $2.6 billion, surpassing its prior guidance of between $2.3 billion and $2.5 billion.&nbsp;Meanwhile, total revenue is projected at roughly $326 million, surpassing the $290 to $310 million estimate. GAAP (generally accepted accounting principles) net income is expected to come in around $17 million, well above the $0 to $10 million range.&nbsp;Adjusted EBITDA is forecasted at approximately $86 million, near the high end of its target range of $75 million to $90 million.Pagaya stated that it is exploring ways to optimize its balance sheet and reduce the cost of capital on existing debt, in support of ongoing expansion and improved margins.&nbsp;The firm reaffirmed it does not intend to issue new equity or equity-linked securities in the near term.The company is expected to publish its full second-quarter (Q2) 2025 financial report on Aug. 7, 2025.Pagaya utilizes AI, machine learning, and a vast data network to provide consumer credit and financial products through its partners.Pagaya stock has surged over 200% year-to-date and 96% in the last 12 months.A bullish Stocktwits user sees a good long-term growth for the stock.<stembedurl>https://stocktwits.com/pp_pp/message/621305407</stembedurl>Another user highlighted Pagaya’s better performance.<stembedurl>https://stocktwits.com/kabukijoe/message/621322292</stembedurl>Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/veritone-ai-solutions-land-spot-on-dod-elite-procurement-list/ch8KViNR5pc">Veritone’s AI Solutions Land Spot On DoD’s Elite Procurement List: Retail Chatter Explodes 800% In 24 Hours</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, the Pagaya Technologies logo is seen displayed on a smartphone screen. 

Pagaya Retail Traders Praise Q2 Guidance As Chatter Sees A 46% Spike In 24 Hours

Pagaya expects Q2 revenue of $326 million, surpassing the $290 to $310 million estimate.

Cybersecurity stocks Palo Alto Networks, Inc. (PANW) and Zscaler (ZS) attracted heavy retail chatter on Thursday after cybersecurity stocks sold off during the session.The&nbsp;<a href="https://stocktwits.com/symbol/CIBR">First Trust NASDAQ Cybersecurity ETF (CIBR)</a> fell 3.42% on Thursday despite the Nasdaq Composite ending at a new peak.The cybersecurity industry came under heavy selling pressure, with the declines accompanied by heavy volumes. Piper Sandler analysts downgraded CrowdStrike Holdings (CRWD) stock late Wednesday, citing&nbsp;an unattractive valuation that limited the scope of any potential upside. The stock fell over 5% in the session.Shares of Palo Alto, the most valued U.S. cybersecurity stock, shed 6.79% on nearly twice the average volume, and Zscaler, the fifth most valued, slumped 6.42%. Incidentally, Zscaler stock received a price target boost from BTIG to $365 from $329 on Thursday, the Fly reported.&nbsp;Analysts at the firm attributed the positivity to their channel checks that revealed strong July quarter trends for the company.On Stocktwits,<a href="https://stocktwits.com/symbol/PANW"> Palo Alto stock</a> drew brisk retail chatter, with the 24-hour message volume leading up to late Thursday up over 1,000%.Sentiment toward the stock was ‘extremely bullish’ (73/100) by late early Friday, reversing from the ‘bearish’ mood seen a day ago. The message volume also&nbsp;rose to ‘extremely high’ levels.<figure class="image"><img style="aspect-ratio:619/56;" src="https://news.stocktwits-cdn.com/Screenshot_2025_07_11_at_4_36_03_AM_png_b2820268c8.webp" alt="Screenshot 2025-07-11 at 4.36.03 AM.png" width="619" height="56"><figcaption>PANW sentiment and message volume as of 4:44 a.m. ET, July 11 | source: Stocktwits</figcaption></figure>Bullish watchers of the stock were left wondering why the stock nose-dived without any solid reason, but expressed confidence it would come back up.<stembedurl>https://stocktwits.com/SwingPlay/message/620553671</stembedurl><stembedurl>https://stocktwits.com/MrEvilPirate/message/620557026</stembedurl><stembedurl>https://stocktwits.com/apppro/message/620496428</stembedurl>The&nbsp;<a href="https://stocktwits.com/symbol/ZS">Zscaler stock</a> saw a 1,100% spike in 24-hour message volume by late Thursday. Sentiment toward the stock improved to ‘bullish’ (66/100) from ‘neutral’ a day ago, and the message volume improved to a ‘high’ level.<figure class="image"><img style="aspect-ratio:621/55;" src="https://news.stocktwits-cdn.com/Screenshot_2025_07_11_at_4_44_58_AM_png_6991137905.webp" alt="Screenshot 2025-07-11 at 4.44.58 AM.png" width="621" height="55"><figcaption>ZS sentiment and message volume as of 4:44 a.m. ET, July 11 | source: Stocktwits</figcaption></figure>Some retail watchers doubled down on their ‘bullish’ stances on Zscaler despite the stock weakness, with a few indicating they bought the dip.<stembedurl>https://stocktwits.com/apppro/message/620496428</stembedurl><stembedurl>https://stocktwits.com/JJH5/message/620545711</stembedurl>Palo Alto stock is up over 5.5% year-to-date, while Zscaler has gained over 64%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apple-retail-traders-bullish-as-cupertino-reportedly-eyes-flurry-of-new-product-launches/ch8cP1xR5mP">Apple Retail Traders Bullish As Cupertino Reportedly Eyes Flurry Of New Product Launches In Spring 2026</a>

 Cyber Protection Data Security Internet Privacy, Internet and technology concept on virtual screen. 

Palo Alto, Zscaler Retail Buzz Grows As Stocktwits Users Discuss Curious Case Of Cybersecurity Stock Plunge

Shares of Palo Alto, the most valued U.S. cybersecurity stock, shed 6.79% on nearly twice the average volume, and Zscaler, the fifth most valued, slumped 6.42%.

Zscaler, Inc. (ZS) stock climbed over 5% in Thursday’s extended session after the cybersecurity vendor announced a quarterly beat and raised its full-year guidance yet again.&nbsp;The San Jose, California-based company reported adjusted earnings per share (EPS) of $0.84 and revenue of $678 million for the third quarter of the fiscal year 2025.&nbsp;The results exceeded the consensus estimates and guidance issued in early March.The year-over-year (YoY) revenue growth was 23%, the same as in the previous quarter.Chairman and CEO Jay Chaudhry said, “We delivered outstanding Q3 results as an increasing number of customers adopt our expanding Zero Trust Exchange platform. We enable customers to realize Zero Trust Everywhere while lowering operational cost and complexity.”He also noted that the artificial intelligence (AI) technology’s proliferation has increased the need for AI security.&nbsp;Zscaler guided fourth-quarter adjusted EPS to $0.79-$0.80 and revenue to $705 million-$707 million. Analysts estimate these numbers to be $0.79 and $707.37 million, respectively.The company raised its fiscal year 2025 bottom-line guidance to $3.18-$3.19 from $3.04-$3.09 and revenue outlook to $2.659 billion-$2.661 billion from $2.64 billion-$2.654 billion.Separately, Zscaler announced the appointment of Kevin Rubin as CFO, taking over from Remo Canessa, who announced his intention to retire last year.On Stocktwits, retail sentiment toward Zscaler stock was ‘extremely bullish’ (91/100) by late Thursday, with the message volume at ‘extremely high.’<figure class="image"><img style="aspect-ratio:618/52;" src="https://news.stocktwits-cdn.com/Screenshot_2025_05_30_at_3_25_32_AM_png_2de04de4c7.webp" alt="Screenshot 2025-05-30 at 3.25.32 AM.png" width="618" height="52"><figcaption>ZS sentiment and message volume as of 3:26 a.m. ET, May 30 | source: Stocktwits</figcaption></figure>Following the earnings, a retailer set his sights on the $300 level for the stock by July.<stembedurl>https://stocktwits.com/Labowner62/message/616254736</stembedurl>Another user lauded the “great” earnings report.<stembedurl>https://stocktwits.com/Chillymango/message/616246762</stembedurl>Some said they were buying the stock following the outperformance.<stembedurl>https://stocktwits.com/SqueezeTease/message/616248590</stembedurl>Zscaler stock has gained 39% so far this year. The stock has traded in a 52-week range of $153.45-$259.40For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dell-retail-traders-shrug-off-2026-q1-eps-miss/ch0MVlJRbMm">Dell Retail Traders Shrug Off Q1 EPS Miss As ‘Unprecedented’ AI Server Demand, Cheap Valuation Allay Concerns</a>

 Building with logo for ZScaler in the Silicon Valley, Santa Clara, California, January 3, 2021. 

Zscaler Stock Gains On Beat-and-Raise Q3 Amid Rising AI Security Needs: Retail Doubles Down On This Safe Bet

CEO Jay Chaudhary said demand for its “Zero Trust Exchange” cybersecurity platform continued to increase.

Why Cybersecurity ETFs Deserve a Spot in Your Portfolio

Cybersecurity vendor Zscaler, Inc. (ZS)&nbsp;said on Tuesday it will acquire managed detection and response (MDR) company Red Canary to strengthen its security operations.San Jose, California-based Zscaler said Red Canary has over a decade of expertise in security operations. It enables the customer base to investigate threats up to 10 times faster with near-perfect accuracy while also streamlining workflows through automated remediation.The combined company will deliver a “unified, agentic Security Operations Center (SOC)” that combines artificial intelligence (AI)-driven workflows with human expertise.&nbsp;CEO Jay Chaudhry said, “The proposed acquisition of Red Canary is a natural expansion of our capabilities into managed detection and response and threat intelligence to accelerate our vision of AI-powered SOC of the future.”“By integrating Red Canary with Zscaler, we will deliver to our customers the power of a fully integrated Zero Trust platform and AI-powered security operations.”The deal terms were not disclosed, but Zscaler said the acquisition is subject to customary closing conditions, including regulatory approvals, and would close in Aug. 2025.Denver-based Red Canary said in March that its enterprise new customer bookings increased 23% sequentially in the fourth quarter and annual recurring revenue (ARR) exceeded $140 million.More details on the deal could be forthcoming when Zscaler reports its quarterly results Thursday after the market closes.&nbsp;According to the Finchat-compiled consensus, the company is expected to report adjusted earnings per share (EPS) of $0.76 and revenue of $667.09 million for the third quarter of the fiscal year 2025.On Stocktwits, retail sentiment toward&nbsp;<a href="https://stocktwits.com/symbol/ZS">Zscaler stock</a> was ‘neutral’ (44/100) by late Tuesday, and the message volume stayed ‘low.’<figure class="image"><img style="aspect-ratio:615/53;" src="https://news.stocktwits-cdn.com/Screenshot_2025_05_28_at_2_48_14_AM_png_fbc1f8a3a2.webp" alt="Screenshot 2025-05-28 at 2.48.14 AM.png" width="615" height="53"><figcaption>ZS sentiment and message volume as of 2:49 a.m. ET, May 28 | source: Stocktwits</figcaption></figure>A bearish watcher remains wary of the Zscaler stock as it traded at new 52-week highs. ‘Over pumped,’ they said. Some also expressed uneasiness following the negative reaction to Okta’s (OKTA) earnings.<stembedurl>https://stocktwits.com/nanidog/message/614891451</stembedurl>On the other hand, a bullish user said the rally in Zscaler stock&nbsp;wouldn’t stop.<stembedurl>https://stocktwits.com/cantsleep/message/615721102</stembedurl>Zscaler stock fell 0.37% to $256.36 in Tuesday’s after-hours session, although it is up about 43% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/elon-musk-can-t-shake-lawsuit-over-doge-as-judge-flags-unchecked-power/ch0oEumRbr8">Elon Musk Can’t Shake Lawsuit Over DOGE As Judge Flags ‘Unchecked’ Power</a>

Zscaler Clinches Deal To Acquire Red Canary To Bolster Agentic AI-Driven Security Offerings: Retail Wary As Stock Trades At 3-Year High

The combined company will deliver a “unified, agentic Security Operations Center” that combines artificial intelligence-driven workflows with human expertise. 

Is now a good time to build or top up a position in cybersecurity stocks?

Investing.com -- In a note to clients this week, BCA Research assessed whether now is an opportune time to build or top up a position in cybersecurity stocks. 

Research firm Stephens initiated coverage of cybersecurity vendors in a note released late Monday even as their shares stutter amid the broader market downturn.The brokerage initiated shares of&nbsp; Zscaler, Inc. (ZS), CyberArk Software, Inc. (CYBR) and SentinelOne, Inc. (S) with 'Overweight' ratings, The Fly reported. The firm's price targets for the shares are as follows:<ul style="list-style-type:circle;"><li>Zscaler - $255 (33% upside potential)</li><li>CyberArk - $440 (30% upside potential)</li><li>SentinelOne - $25 (38% upside potential)</li></ul>&nbsp;Stephens' positive view on Zscaler is premised on its view that the company is the "pioneer and market leader" in delivering network security as a cloud-based service. The firm's analysts believe that Zscaler is well-positioned to be one of the at-the-scale companies that can grow its top line by about 20%.On CyberkArk, Stephens said the company is one of the leaders in driving the move toward converged identity security platforms. The firm believes identity security will be one of the most attractive secular growth areas in security.According to Stephens, SentinelOne has established a strong position in the next-generation endpoint market. The brokerage said the company has multiple growth drivers that will support over 20% revenue growth over the next few years.Stephens said SentinelOne has made strong progress in improving profitability, and it is now at a "positive inflection point."Retail traders concur with Stephens' assessment of Zscaler and&nbsp;CyberArk but did not share the brokerage's optimism regarding SentinelOne.Stocktwits' retail community remained 'bullish' (67/100) on<a href="https://stocktwits.com/symbol/ZS">&nbsp;Zscaler stock</a>, but the message volume on the stream was 'low.'<figure class="image"><img style="aspect-ratio:639/138;" src="https://news.stocktwits-cdn.com/Screenshot_2025_04_01_at_5_02_49_AM_png_875545c4fc.webp" alt="Screenshot 2025-04-01 at 5.02.49 AM.png" width="639" height="138"><figcaption>ZS sentiment and message volume, as of 5:01, April 1 | source: Stocktwits</figcaption></figure>Retail sentiment toward<a href="https://stocktwits.com/symbol/CYBR">&nbsp;CyberArk stock</a> was also 'bullish' (59/100), yet the message volume stayed 'low.'<figure class="image"><img style="aspect-ratio:640/140;" src="https://news.stocktwits-cdn.com/Screenshot_2025_04_01_at_4_59_54_AM_png_b4b7030815.webp" alt="Screenshot 2025-04-01 at 4.59.54 AM.png" width="640" height="140"><figcaption>CYBR sentiment and message volume, as of 5:01, April 1 | source: Stocktwits</figcaption></figure>Conversely, retail sentiment toward<a href="https://stocktwits.com/symbol/SENTINELONE"> SentinelOne stock</a> remained 'neutral' amid 'extremely low' message volume.<figure class="image"><img style="aspect-ratio:640/138;" src="https://news.stocktwits-cdn.com/Screenshot_2025_04_01_at_5_04_26_AM_png_5e6643db1e.webp" alt="Screenshot 2025-04-01 at 5.04.26 AM.png" width="640" height="138"><figcaption>&nbsp;S sentiment and message volume, as of 5:01, April 1 | source: Stocktwits</figcaption></figure>SentinelOne has lost over 20% this year, while CyberArk and Zscaler have added 1.5% and 10%, respectively.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/super-micro-only-sp-500-computer-hardware-stock-to-close-q1-in-greeen/chf2L8VRbIb">Super Micro Shines In Q1 As S&amp;P 500’s Only Computer Hardware Gainer, But Retail Is Yet To Regain Confidence</a>

Cyber Protection Data Security Internet Privacy, Internet and technology concept on virtual screen.

CyberArk, SentinelOne, Zscaler Get Analyst Thumbs Up — Retail Bets Are Stronger On 2 Cybersecurity Stocks

 Stephens analysts see upside potential, ranging from 30% to 38%, for these 3 cybersecurity stocks.

SentinelOne, Inc. (S) shares slid early Thursday after the cybersecurity vendor issued lackluster revenue guidance for the current quarter and the year. However, the quarterly results exceeded forecasts, with key operational metrics showing healthy growth.The Mountain View, California-based company swung to a profit on a non-GAAP basis and reported revenue growth of 29% for the fourth quarter of the fiscal year 2025. The revenue growth accelerated from the 28% growth in the third quarterThe key metrics panned out as follows:<ul style="list-style-type:circle;"><li>Adjusted bottom-line results: profit of $0.04 per share Vs. loss of $0.02 per share a year ago; Finchat-compiled consensus $0.01</li><li>Revenue: $225.52 million Vs. year-ago’s $174.18 million; consensus $222.33&nbsp;million</li></ul>The revenue exceeded SentinelOne’s guidance of $222 million.Among key performance metrics, the annualized recurring revenue was at $920.1 million as of Jan. 31, up 27% YoY. Customers with ARR of $100,000 or more climbed 25% to 1,411 as of Jan. 31, 2025.The non-GAAP gross margin was 79%, in line with the guidance, and non-GAAP operating margin was 1%, ahead of the guidance for a negative 1%.CEO Tomer Weingarten said, “Our strong finish to the fiscal year reflects solid execution and the accelerating adoption of our platform solutions.”He noted that the company is on track to surpass $1 billion in ARR and revenue in the new fiscal year.CFO Barbara Larson said the company is focused on driving sustainable growth and improving margins in the fiscal year 2026 and beyond.The company guided to&nbsp;a revenue of $228 million for the first quarter and $1.007 billion to $1.012 billion for the full year.Analysts, on average, estimate the metrics at $228.97 million and $1.012 billion, respectively.SentinelOne expects a non-GAAP operating margin of 79% for the first quarter and 78.5%-79.5% for the fiscal year 2026. It models non-GAAP gross margin of a negative 2% for the quarter and a positive 3-4% for the year.On Stocktwits, retail sentiment toward the stock turned to ‘extremely bearish’ (2/100), and the message volume remained ‘extremely’ high.’<figure class="image"><img style="aspect-ratio:630/132;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/s_sentiment_png_71d97a34e8.webp" alt="s-sentiment.png" width="630" height="132"><figcaption>S sentiment and message volume March 13, as of 9:34 am ET | Source:&nbsp;Stocktwits</figcaption></figure>A bearish watcher dismissed the company as one with not much growth.<stembedurl>https://stocktwits.com/Upside77/message/607897628</stembedurl>Another user warned of the stock dropping to single-digit levels as they fretted over insider selling.<stembedurl>https://stocktwits.com/trend_is_friend/message/607849939</stembedurl><a href="https://stocktwits.com/symbol/S">SentinelOne stock</a> fell over 4% to $18.50 in early trading, on top of the 13% drop seen this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

The SentinelOne, Inc. logo appears on a smartphone screen in this illustration photo in Reno, United States, on January 2, 2025.

SentinelOne Stock Slips As Lackluster Guidance Takes Sheen Off Solid Q4 Print: Retail Mood Hits Rock Bottom

The company said it is on track to surpass $1 billion in ARR and revenue in the new fiscal year.

Shares of SentinelOne, Inc. (S) received a price target ahead of the artificial intelligence (AI)-powered cybersecurity company’s quarterly results due after the market closes Wednesday.In his earnings preview note, JPMorgan analyst Brian Essex reduced the price target for SentinelOne stock to $27 from $33 and maintained an ‘Overweight’ rating. He attributed the price cut to a contraction in peer multiples, TheFly reported.The analyst expects the Mountain View, California-based company to report net new annual recurring revenue (ARR) just over the consensus estimates.&nbsp;ARR at the end of the third quarter was up 29% to $859.7 million.Essex also looked forward to “constructive” guidance for the fiscal year 2026.JPMorgan said its industry conversations were mixed to slightly positive for the quarter. This reinforced management's view that CrowdStrike Holdings, Inc. (CRWD)&nbsp; outage-related benefit is materializing in the company’s pipeline, it added.On average, analysts expect SentinelOne to report adjusted earnings per share (EPS) of $0.01 and revenue of $222.33 million, compared to a loss of $0.02 per share and revenue of $174.2 million, respectively, for the year-ago quarter.&nbsp;The company’s guidance issued in early December called for revenue of $222 million, an adjusted gross margin of 79%, and an adjusted operating margin of a negative 3%.Among peers, Palo Alto Networks, Inc. (PANW) reported a double beat for the quarter ended Jan. 2025, but the guidance was lackluster. Crowdstrike announced a Q4 beat but experienced a slowdown in revenue growth and key operational metrics. The company also issued mixed forward guidance.On Stocktwits, sentiment toward&nbsp;<a href="https://stocktwits.com/symbol/S">SentinelOne stock&nbsp;</a>was ‘extremely bearish’ (22/100), and the message volume remained ‘low.’<figure class="image"><img style="aspect-ratio:632/135;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/s_sentiment_573c349f88.png" alt="s-sentiment.png" width="632" height="135"><figcaption>S sentiment and message volume March 9, as of 10:45 pm ET | Source:&nbsp;Stocktwits</figcaption></figure>SentinelOne stock ended Friday’s session down 0.30% at $19.84. The stock is down over 10% year-to-date.Morgan Stanley reduced the price target for the stock in mid-February, citing its channel checks that suggested a lack of inflection in competitive win rates. The firm said the setup remained challenging.&nbsp;For updates and corrections email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/applovin-stock-in-focus-after-s-p-500-snub/cheUO1yRbGH">AppLovin Stock Under Pressure As It Misses Out On S&amp;P 500 Inclusion — Retail Braces For More Weakness</a>

SentinelOne Stock Snags Price Target Cut Ahead Of Q4 Results: Retail Mood Stays Downbeat

JPMorgan said its industry conversations were mixed to slightly positive for the quarter but cut its price target due to a contraction in peer multiples. 

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