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$SWEAT is the beating heart of the Movement Economy—a groundbreaking token that transforms physical activity into real-world value. Minted through movement, $SWEAT rewards your steps with a crypto asset that you can earn, trade, or grow. The team states that their app has increased their users’ physical activity by an average of 20%, creating a healthier society and reducing burdens on global healthcare systems. With over 20 million holders, SWEAT is eliminating barriers and making Web3 accessible to everyone, one step at a time.

Sweat Economy

Sweat Economy ($SWEAT) is trending amid active community speculation regarding its future potential, with many debating whether the 'move-to-earn' crypto is a deep value buy or a pump-and-dump. Despite its current low valuation, some users are accumulating, hoping it 'will rise one day' from its long slump.

The Compound Governance Token is a governance token on the Compound Finance lending protocol, COMP allows the owner to delegate voting rights to the address of their choice; the owner’s wallet, another user, an application, or a DeFi expert. Anybody can participate in Compound governance by receiving delegation, without needing to own COMP.  Anybody with 1% of COMP delegated to their address can propose a governance action; these are simple or complex sets of actions, such as adding support for a new asset, changing an asset’s collateral factor, changing a market’s interest rate model, or changing any other parameter or variable of the protocol that the current administrator can modify.

Compound

Compound is trending amid growing anticipation of a major bullish reversal, driven by its near-max token supply after recent dilution, upcoming V4 developments and strategic partnerships, alongside whispers of increasing institutional accumulation in the DeFi sector.

Pump.fun

PUMP is seeing highly polarized discussion amid news of legal challenges and fraud allegations targeting its associated platform, though its community remains active, with some highlighting platform buybacks and its central role in the broader Solana meme coin ecosystem.

Arbitrum is one of the leading Ethereum scaling solutions bringing cheap transactions to tens of thousands of users in an environment that feels very similar to Ethereum. It is an optimistic rollup and the leading L2 in terms of TVL. Some of the largest dApps live on Arbitrum include GMX, Radiant, Uniswap V3, and Gains Network.

Arbitrum

Arbitrum is trending due to its pivotal role in Robinhood's tokenized stock platform and PayPal's stablecoin, solidifying its position as a leading Ethereum Layer 2 for real-world asset tokenization; however, community discourse highlights persistent concerns over monthly token unlocks and price performance.

Synthetix is a decentralized perpetual futures protocol built on Ethereum Mainnet. Synthetix uses a hybrid design — off-chain order matching on a high-performance CLOB with on-chain settlement — to deliver low latency, deep liquidity, and MEV-resistant execution while keeping custody and finality on Ethereum. Traders get CEX-like performance with on-chain security and composability. The protocol’s liquidity is provided by the Synthetix Liquidity Provider (SLP) vault and backstopped by staked SNX collateral, which underwrites the issuance of the sUSD stablecoin and the solvency of the SLP vault.

Synthetix Network 

Synthetix (SNX) is generating significant buzz due to a highly anticipated $1 million trading competition for its new Ethereum mainnet perpetuals DEX, alongside the recent announcement of an end to token inflation and the upcoming launch of buybacks with Perps v3. The community is actively discussing a potential breakout and recovery, driven by increasing trading volume and strategic platform developments, though some express caution regarding rapid pumps.

Live Nation Entertainment, Inc. operates as an entertainment company. The firm engages in producing, marketing, and selling live concerts for artists via its global concert pipe. It operates through the following segments: Concerts, Sponsorship and Advertising, and Ticketing. The Concerts segment is involved in the promotion of live music events in owned or operated venues and in rented third-party venues. The Sponsorship and Advertising segment manages the development of strategic sponsorship programs in addition to the sale of international, national, and local sponsorships and placement of advertising such as signage, promotional programs, rich media offerings, including advertising associated with live streaming and music-related content, and ads across its distribution network of venues, events, and websites. The Ticketing segment is involved in the management of the global ticketing operations, including providing ticketing software and services to clients, and consumers with a marketplace, both online and mobile, for tickets and event information. The Ticketing segment is an agency business that sells tickets for events on behalf of its clients and retains a portion of the service charge as its fee. The company was founded in 1996 and is headquartered in Beverly Hills, CA.

Live Nation Entertainment Inc

Live Nation is highly volatile, driven by strong earnings and optimistic future guidance that are sharply contrasted by intensifying legal and regulatory pressures. The community is actively debating its valuation and resilience amidst an enormous Ticketmaster data breach impacting hundreds of millions of users, an ongoing DOJ antitrust lawsuit, and a new criminal probe into past practices.

Bed Bath & Beyond, Inc. engages in the provision of an e-commerce platform. It offers furniture and home furnishing products and services. The company was founded on May 5, 1997 and is headquartered in Murray, UT.

Bed Bath & Beyond Inc.

Bed Bath & Beyond Inc

Community discussion around Bed Bath & Beyond (BBBY) is heavily focused on CEO Marcus Lemonis, with many criticizing perceived dilution and lack of tangible progress despite the company's strategic moves into tokenized real estate and recent acquisitions aimed at unlocking new value.

Blue Owl Capital, Inc. operates as an alternative asset management firm. It provides investors access to asset management capital solutions through its Direct Lending and GP Capital Solutions products. The company offers a platform of capital solutions to both middle market companies and large alternative asset managers. The company was founded by Doug Irving Ostrover, Michael Rees and Craig W.Packer in 2009 and is headquartered in New York, NY.

Blue Owl Capital Inc - Ordinary Shares - Class A

Blue Owl Capital is trending amid concerns surrounding its private credit fund's redemption policy changes and asset sales, sparking broader worries about liquidity across the private credit sector. While some fear potential systemic issues and reputational damage, others highlight management's clarification of accelerated capital returns and the strong underlying performance of its diversified asset base.

Array Technologies, Inc. manufactures ground-mounting systems used in solar energy projects. The company sells its products to engineering, procurement and construction firms that build solar energy projects and to large solar developers, independent power producers and utilities, master supply agreements or multi-year procurement contracts. It has offices in Europe, Central America, and Australia. The company's products include DuraTrack and SmarTrack. Array Technologies was founded by Ronald P. Corio in 1989 and is headquartered in Albuquerque, NM.

Array Technologies Inc

Array Technologies is gaining attention following its earnings and revenue beats, an upsized credit facility, and the strategic acquisition of APA Solar, which has led to multiple analyst upgrades and increased price targets. The community is actively debating the stock's perceived undervaluation against peers amidst allegations of short manipulation, while emphasizing its solid backlog and strategic positioning in the growing utility-scale solar market.

Okta, Inc. engages in the provision of an identity management platform for enterprises. It operates through the United States and International geographical segments. The firm's products include single sign-on, multi-factor authentication, access gateway, API access management, authentication, adaptive MFA and lifecycle management. The company was founded by Todd McKinnon and J. Frederic Kerrest in 2009 and is headquartered in San Francisco, CA.

Okta Inc - Ordinary Shares - Class A

Okta Inc

Cybersecurity stock Okta is actively discussed following a sector-wide reaction to Anthropics' new Claude Code Security tool, sparking community debate on whether the perceived threat to identity management is overblown or if it presents a buying opportunity, particularly with the recently authorized $1 billion share buyback program.

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<ul class="summary-bullets"><li>Barclays said that the selloff in the cybersecurity sector after Anthropic’s announcement "seems incongruent," according to TheFly.&nbsp;</li><li>The analyst said that it does not view the code security tool as competition to any of the businesses it covers.</li><li>CRWD stock ended Friday’s trade nearly 8% lower, while OKTA shares declined more than 9%.</li></ul>Shares of cybersecurity companies, including Crowdstrike Holdings Inc. (CRWD), Okta Inc. (OKTA), and Cloudflare Inc. (NET), declined on Friday after Anthropic announced a new security feature in Claude AI.Anthropic said that its Claude Code Security, available in a limited research preview on the web, will scan code for vulnerabilities and suggest targeted fixes for humans to review.CRWD stock ended the day nearly 8% lower, while OKTA shares declined more than 9%. Meanwhile, NET shares were down 8% at close, PANW shares dipped 1.5%, and SailPoint Technologies (SAIL) was down more than 9% at the end of the trading session.Meanwhile, Barclays said that the selloff in the cybersecurity sector after Anthropic’s announcement "seems incongruent," according to TheFly.<h2 class="st-heading-2">Claude Code Security</h2>Anthropic said that its new feature would help security teams detect complex software vulnerabilities and suggest targeted fixes, strengthening defenses against emerging AI-based threats.Claude Code Security would extend beyond rule-based static analysis by reasoning through code like a human researcher to detect complex vulnerabilities, verify findings, prioritize severity, and suggest fixes for human approval, the company said in a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.anthropic.com/news/claude-code-security">statement</a>.Analyst Take Barclays said in a note to investors that Anthropic’s new feature "seems like a developer security tool," but added that the selloff in the cybersecurity industry did not make sense.The analyst said that it does not view the code security tool as competition to any of the businesses it covers, including SailPoint, Cloudflare, CrowdStrike, and Palo Alto Networks.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around CRWD, OKTA, and SAIL shares remained in the ‘bullish’ territory over the past 24 hours, while sentiment around <a href="https://stocktwits.com/symbol/PANW">PANW shares</a> was in the ‘extremely bullish’ territory, and for <a href="https://stocktwits.com/symbol/NET">NET shares</a> was in the ‘bearish’ territory.<a href="https://stocktwits.com/symbol/CRWD/">CRWD shares</a> have declined more than 10% in the past year, while <a href="https://stocktwits.com/symbol/OKTA">OKTA shares</a> have dipped more than 21%. Shares of PANW have fallen more than 25%.Meanwhile, the <a href="https://stocktwits.com/symbol/BUG">Global X Cybersecurity ETF</a> (BUG), which tracks security companies across the world, ended Friday’s session nearly 5% lower.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/netlist-bags-federal-circuit-win-rejects-micron-patent-challenge/cZRNkluR4xw">Netlist Bags Federal Circuit Win After Court Rejects Micron’s Patent Challenge</a>

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

Why Did CRWD, OKTA, NET, PANW And Other Cyber Security Stocks Fall Today?

Anthropic said that its Claude Code Security, available in limited research preview on the web, will scan code for vulnerabilities, and suggest targeted fixes for humans to review.

Equity

<ul class="summary-bullets"><li>The Falcon platform is available immediately on Microsoft Marketplace for those with full Microsoft Azure Consumption Commitment decrement eligibility.</li><li>The marketplace integration will simplify procurement and billing, enabling organizations to deploy CrowdStrike’s Falcon platform faster.</li><li>Customers can speed up protection, apply purchases toward Azure consumption commitments, and streamline operations by consolidating purchasing and billing.</li></ul>CrowdStrike (CRWD) and Microsoft Corp. (MSFT) announced on Wednesday that under a strategic alliance expansion, organizations will be able to purchase CrowdStrike’s Falcon platform through the Microsoft Marketplace.In a joint statement, the companies said that the expanded alliance will allow customers to buy Falcon with existing Microsoft Azure Consumption Commitment funds.The companies said the Falcon platform is available immediately on Microsoft Marketplace for those with full eligibility for the Microsoft Azure Consumption Commitment decrement.<h2 class="st-heading-2">Integration Benefits</h2>The marketplace integration will simplify procurement and billing, enabling organizations to deploy CrowdStrike’s Falcon platform faster across endpoints, cloud workloads, identity, AI, and data, according to the statement.Customers can speed up protection, apply purchases toward Azure consumption commitments, and streamline operations by consolidating purchasing and billing, reducing complexity while improving security deployment efficiency.“Security is the foundation for AI Transformation,” said Judson Althoff, CEO of Microsoft’s commercial business. “By enabling customers to apply their Azure Consumption Commitment in Microsoft Marketplace toward the Falcon platform, we are providing the financial flexibility they need to optimize cloud spend while adopting a rigorous security posture.”Meanwhile, George Kurtz, CEO and founder of CrowdStrike, said, “Adversaries don’t wait for budget cycles, and neither should security teams. By enabling customers to use Azure Consumption Commitment for CrowdStrike, we remove procurement friction and maximize the impact of the cloud investment they already have to stop breaches with the Falcon platform. Through ongoing collaboration with Microsoft, our ecosystem is broadening to meet the market’s broad-based demand for Falcon.”<h2 class="st-heading-2">What Are Stocktwits Users Saying?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/CRWD">CRWD shares</a> improved from ‘bearish’ to ‘neutral’ territory over the past 24 hours amid ‘high’ message volumes.Meanwhile, retail sentiment around <a href="https://stocktwits.com/symbol/MSFT">MSFT shares</a> slipped from ‘neutral’ to ‘bearish’ territory over the same period, even as messages remained in the ‘low’ levels.Shares of CRWD have declined more than 8% in the past year, while MSFT shares have fallen more than 2.5%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/what-is-sending-snap-shares-up-today/cZR0CYCR4vt">What’s Sending SNAP Shares Up Today?</a>

The CrowdStrike logo is being displayed on a smartphone in this photo illustration in Brussels, Belgium, on July 19, 2024. 

CrowdStrike’s Falcon Platform Goes Live On Microsoft Marketplace

The companies announced on Wednesday that under a strategic alliance expansion, organizations will be able to purchase CrowdStrike’s Falcon platform through the Microsoft Marketplace.

<ul class="summary-bullets"><li>According to Ives, businesses are shifting spending toward comprehensive cybersecurity architectures that consolidate multiple protections under one umbrella.</li><li>Ives emphasized that Palo Alto’s CyberArk acquisition strengthens its position to capitalize on the rising demand for AI-driven security tools.</li><li>He believes Palo Alto Networks and CrowdStrike (CRWD) are particularly well-positioned to capture the AI spending wave.</li></ul>Palo Alto Networks Inc. (PANW) is drawing fresh attention from Wall Street.&nbsp;Dan Ives, managing director at Wedbush Securities, highlighted the company's solid quarterly results and encouraging initial guidance tied to its CyberArk integration.In a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/DivesTech/status/2024076397912731860">post</a> on X platform, Ives said the cybersecurity firm delivered strong growth and outlined a favorable outlook after the CyberArk acquisition, explaining that enterprises are increasingly gravitating toward unified, AI-driven security ecosystems rather than piecemeal tools.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_18_062013_png_b0d8401b06.webp" alt="Screenshot 2026-02-18 062013.png" width="647" height="227"></figure><a href="https://stocktwits.com/symbol/PANW">Palo Alto stock</a> traded over 6%lower in Wednesday’s premarket.&nbsp;<h2 class="st-heading-2">Platform Strategy Gains Momentum</h2>According to Ives, businesses are shifting spending toward comprehensive cybersecurity architectures that consolidate multiple protections under one umbrella. He contends that this trend aligns with Palo Alto Networks’ strategy of offering an integrated platform rather than relying on isolated security products.He further emphasized that Palo Alto’s CyberArk acquisition strengthens its position to capitalize on the rising demand for AI-driven security tools.According to Ives, AI is set to fuel a multiyear expansion cycle across the cybersecurity industry. As corporations integrate AI into daily operations, they also expose themselves to more sophisticated digital threats, increasing the need for advanced protection platforms.He believes Palo Alto Networks and CrowdStrike (CRWD) are particularly well-positioned to capture that spending wave.<h2 class="st-heading-2">How Did Stocktwits Users React</h2>On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory while message volume shifted to ‘extremely high’ from ‘high’ levels in 24 hours.&nbsp;A Stocktwits user lauded the earnings and expressed confidence about the company.&nbsp;<stembedurl>https://stocktwits.com/eigthman1/message/645200441</stembedurl>PANW stock has declined by over 21% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/sundar-pichai-steers-alphabet-s-ai-expansion-into-india-through-public-private-partnerships/cZR08z2R4HU">Sundar Pichai Steers Alphabet’s AI Expansion Into India Through Public-Private Partnerships</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of Palo Alto Networks Inc.

Dan Ives Sees Palo Alto Networks Well Positioned As AI Drives Cyber Spending

Ives called Palo Alto Networks’ quarter a win, citing improving growth metrics. 

<ul class="summary-bullets"><li>With $460.6 million in cash and rising subscription revenue, it has unveiled this repurchase plan.</li><li>The share repurchase authorization will remain in effect until March 15, 2027.</li><li>The cybersecurity firm recently reported record revenue and doubled its global cloud security capacity.&nbsp;</li></ul>Radware (RDWR) on Friday approved a fresh stock buyback initiative, signaling confidence in its financial position as it navigates the competitive cybersecurity and cloud infrastructure markets.&nbsp;The company’s board authorized the repurchase of up to $80 million of its outstanding ordinary shares under what it calls the “2026 Plan.”<h2 class="st-heading-2">Flexible Buyback Structure With No Fixed Commitment</h2>The newly sanctioned program allows the company to repurchase shares over time through various methods, including open-market purchases and privately negotiated transactions.The authorization remains in effect until March 15, 2027.Following the update,&nbsp;<a href="https://stocktwits.com/symbol/RDWR">Radware stock</a> traded over 2% higher in Friday’s premarket.&nbsp;On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory while message volume changd to ‘normal’ from ‘high’ levels in 24 hours.&nbsp;<h2 class="st-heading-2">Record Q4 Earnings Performance&nbsp;</h2>On Wednesday, the company reported its fourth-quarter (Q4) earnings, with a revenue of $80.2 million and with an adjusted earnings per share (EPS) of $0.32. Both revenue and EPS exceeded analysts’ consensus estimates of $78.65 million and $0.30, respectively, according to Fiscal AI data.&nbsp;Cloud annual recurring revenue (ARR) rose 23% year over year (YoY) to $95.2 million, and total ARR expanded 11% to $251.0 million, reflecting steady subscription momentum. As of Dec. 31, 2025, Radware held $460.6 million in cash, deposits, and marketable securities. Operating cash flow reached $17.3 million in Q4 and $50.1 million for the year 2025.<h2 class="st-heading-2">Global Cloud Security Capacity Doubles</h2>In January, Radware said it expanded its global cloud security infrastructure, doubling its total attack-mitigation capacity to 30 terabits per second (Tbps) from 15 Tbps amid escalating worldwide cyber threats.&nbsp;RDWR stock has gained over 9% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tesla-stock-slips-premarket-ev-headwinds-mount-wall-street-sees-upside-physical-ai-future/cZR5NHfR4sm">Tesla Stock Slips Premarket As EV Headwinds Mount — But One Wall Street Firm Sees Over 30% Upside On A ‘Physical AI’ Future</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

This Smallcap Cybersecurity Stock Is In Spotlight After Announcing $80M Buyback

Radware authorized a new $80 million share repurchase plan through March 2027, citing balance sheet strength.

This Smallcap Cybersecurity Radware Stock Is In Spotlight After Announcing $80M Buyback

Radware authorized a new $80 million share repurchase plan through March 2027, citing balance sheet strength.


ETFs to Consider Amid Geopolitical Woes and Higher US Military Budget 

Trump's $1.5T military budget and rising global tensions could lift defense ETFs and spill over into cybersecurity, AI, manufacturing and space ETFs.

<ul class="summary-bullets"><li>The deal is expected to close in CrowdStrike’s first quarter (Q1) of FY27.&nbsp;</li><li>SGNL’s acquisition will equip CrowdStrike to extend dynamic authorization across SaaS and hyperscaler cloud access layers.</li><li>CrowdStrike will deliver continuous, real-time access control that eliminates the known and unknown gaps from legacy standing privileges, CEO George Kurtz said.</li></ul>Crowdstrike Holdings Inc. (CRWD) announced on Thursday that it will acquire SGNL, a continuous identity management startup to accelerate its push in identity security.The deal will equip CrowdStrike to extend dynamic authorization across SaaS and hyperscaler cloud access layers, the company said in a statement.“AI agents operate with superhuman speed and access, making every agent a privileged identity that must be protected,” said George Kurtz, CEO and founder of CrowdStrike.“With SGNL, CrowdStrike will deliver continuous, real-time access control that eliminates the known and unknown gaps from legacy standing privileges. This is identity security built for the AI era,” he added.Shares of CRWD fell over 3% at the time of writing.<h2 class="st-heading-2">Deal Contours</h2>According to a report from Reuters, the deal is valued at $740 million and aims to enhance CrowdStrike’s cybersecurity tools to assist customers with countering artificial intelligence-powered threats.CrowdStrike said in its statement that the purchase price for SGNL would likely be paid predominantly in cash with a stock portion that would be subject to vesting conditions.The deal is expected to close in CrowdStrike’s first quarter (Q1) of FY27.<h2 class="st-heading-2">Identity Security</h2>As per the company, the deal will enable CrowdStrike to tackle identity security, which is rapidly growing to be one of cybersecurity’s largest and fastest-growing segments.The company added that legacy access models built on static policies and standing privileges cannot reassess risk or revoke access as threat conditions change, making organizations susceptible to AI threats.Meanwhile, SGNL’s Falcon platform will correlate identity, asset, and threat intelligence across endpoint, cloud, and SaaS environments, helping continuous, risk-aware authorization at scale.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around CRWD shares remained in the ‘extremely bullish’ territory at the time of writing amid ‘high’ message volumes.<img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_09_at_1_53_59_AM_png_99487ca781.webp" alt="Screenshot 2026-01-09 at 1.53.59 AM.png">Shares of CRWD have gained over 29% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com. &nbsp;

The CrowdStrike Holdings, Inc. logo appears on the screen of a smartphone in Reno, United States, on December 1, 2024.

CrowdStrike Acquires Security Startup SGNL For $740 Million To Strengthen Identity Security

CrowdStrike said that the purchase price for SGNL would likely be paid predominantly in cash with a stock portion that would be subject to vesting conditions. 

<ul class="summary-bullets"><li>The company’s Zero Trust and AI security solutions drove robust demand.</li><li>The company also noted that it has begun adopting a reduced adjusted tax rate of 21%, effective from the first quarter, down from the previous 23% rate, to align with the enactment of the “One Big Beautiful Bill Act.”</li><li>Year-to-date, Zscaler stock has gained over 60%.</li></ul>Zscaler, Inc. (ZS) shares dropped nearly 8% to $266.90 in the extended session after the cybersecurity vendor’s&nbsp;fiscal first-quarter results did not go down well with investors. Still, retail optimism improved following the quarterly print.&nbsp;Year-to-date, Zscaler stock has gained over 60%, potentially making investors cautious despite the first-quarter beat.<h2 class="st-heading-2">Zscaler’s Q1 Numbers</h2>-$0.96 vs. $0.86 consensus (Fiscal.ai)-$788.11&nbsp;million vs. $773.86&nbsp;million consensusAnnual recurring revenue (ARR), a key metric for software companies that shows predictable subscription revenue over the next year, climbed 26% year over year (YoY) to $3.20 billion. Revenue growth (26% YoY) and ARR growth accelerated from the previous quarter.The growth rate of deferred revenue increased to 32% from 30% in the fourth quarter.CEO Jay Chaudry said, “Our outstanding Q1 results demonstrate the strong demand we are experiencing for our Zero Trust and AI Security platform. By integrating the recently acquired SPLX technology with our comprehensive AI Security offerings, we are expanding our best-in-class AI Security solutions to solve emerging security challenges.”The company also noted that it has begun adopting a reduced adjusted tax rate of 21%, effective from the first quarter, down from the previous 23% rate, to align with the enactment of the “One Big Beautiful Bill Act.”<h2 class="st-heading-2">Zscaler’s Outlook</h2>The company raised its full-year ARR to a range of $3.698 billion to $3.718 billion, and raised its revenue and adjusted EPS outlook for the year as well.<img src="https://news.stocktwits-cdn.com/Screenshot_2025_11_26_at_12_35_31_AM_png_8a64e30791.webp" alt="Screenshot 2025-11-26 at 12.35.31 AM.png"><h2 class="st-heading-2">What Retail Feels About Zscaler’s Q1</h2>On Stocktwits, retail sentiment toward Zscaler stock improved to ‘extremely bullish’ as of late Tuesday, up from ‘bullish’ a day earlier. Retail buzz also picked up pace to ‘extremely high’ levels, with the stock stream witnessing over 2,400% increase in message volume leading up to late Tuesday.A&nbsp; bullish watcher remained confident of a green close on Wednesday and said they would buy more shares.<stembedurl>https://stocktwits.com/bombastic_/message/637475159</stembedurl>Another user said the post-earnings stock reaction did not make sense. “Killer quarter, buy the dip.”<stembedurl>https://stocktwits.com/Ncrisco6/message/637447685</stembedurl><img src="https://news.stocktwits-cdn.com/ZS_PE_vs_industry_png_5d6f835757.webp" alt="ZS PE vs industry.png">Source: KoyfinThe forward Price/Earnings (P/E) multiple is at 75.8 compared to the IT sector’s 27.8 (data from Yardeni Research). That said, sell-side analysts are optimistic about further gains. According to Koyfin, the average price target for the stock is $331.24, implying roughly 14% upside from current levels.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nutanix-stock-crashes-after-hours-on-subpar-outlook/cL53fesREg8">Nutanix Stock Crashes After-Hours On Subpar Outlook — But Retail Loads Up On The Dip</a>

The Zscaler logo appears on a smartphone screen in this illustration photo in Reno, United States, on December 25, 2024. 

Zscaler Stock Tanks After Hours Despite Handy Earnings Beat: What Gives?

ARR, a key metric for software companies that shows predictable subscription revenue over the next year, climbed 26% YoY to $3.20 billion.

Make a Hack-Proof Portfolio With Cybersecurity ETFs

As AI adoption surges and cyberattacks escalate, cybersecurity ETFs like CIBR and HACK stand out as investors seek digital defense gains.

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. 

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.

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