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Invesco QQQ Trust Series 1

Uniting the six native Japanese dog breeds. Kendu is the keeper of peace, the preserver of life, and the protector of unity. Join the pack!!

Kendu

KENDU CRYPTO is trending due to its exceptionally active and dedicated community, which is relentlessly building a "permissionless brand" through numerous real-world product initiatives and ongoing celebratory events. This strong conviction and resilience are driving significant momentum, showcasing the project's consistent expansion even amidst challenging market conditions.

Fortuna Mining Corp. engages in the exploration, extraction and processing of precious and base metal in Latin America. It operates through the following segments: Minera Bateas S.A.C (Bateas), Compania Minera Cuzcatlan S.A. de C.V. (Cuzcatian), Mansfield Minera S.A. (Mansfield), and Corporate. The Beates segment operates the Caylloma silver, lead, and zinc mine. The Cuzcatlan segment handles the San Jose silver-gold mine. The Mansfield segment constructs the Lindero mine. The Corporate segment represents the corporate stewardship. The company was founded by Jorge Alberto Ganoza Durant, Simon T. P. Ridgway, and Mario David Szotlender on September 4, 1990 and is headquartered in Vancouver, Canada.

Fortuna Mining Corp.

Fortuna Silver Mines Inc.

Fortuna Silver Mines is trending as investors weigh its reported record free cash flow and strategic asset sales against persistent community frustration over its perceived undervaluation and lagging performance, despite a bullish precious metals environment.

Reactive Network is the first parallelized interoperability execution layer, utilising a new form of smart contract we call reactive smart contracts.   Reactive smart contracts are able to react to on-chain events autonomously and execute their own user defined logic to initiate new transactions. This allows a virtually limitless number of use cases to achieve fully decentralized on-chain automation.

Reactive Network

Reactive Network (REACT CRYPTO) is trending due to its pivotal integration as the first project on Ethereum's new EIL testnet and recent launches like automated stop orders for DEXes, positioning its reactive smart contracts as core infrastructure. The community is actively discussing its undervalued technological utility, anticipating substantial long-term growth as the project gains wider recognition in decentralized automation.

Bitcoin Cash is a hard fork of Bitcoin with a protocol upgrade to fix on-chain capacity. Bitcoin Cash intends to be a Bitcoin without Segregated Witness (SegWit) as soft fork, where upgrades of the protocol are done mainly through hard forks and without changing the original economic rules of the Bitcoin.  Bitcoin Cash (BCH) is released on 1st August 2017 as an upgraded version of the original Bitcoin Core software. The main upgrade is the increase in the block size limit from 1MB to 8MB. This effectively allows miners on the BCH chain to process up to 8 times more payments per second in comparison to Bitcoin. This makes for faster, cheaper transactions and a much smoother user experience.  Why was Bitcoin Cash Created?  The main objective of Bitcoin Cash is to to bring back the essential qualities of money inherent in the original Bitcoin software. Over the years, these qualities were filtered out of Bitcoin Core and progress was stifled by various people, organizations, and companies involved in Bitcoin protocol development. The result is that Bitcoin Core is currently unusable as money due to increasingly high fees per transactions and transfer times taking hours to complete. This is all because of the 1MB limitation of Bitcoin Core’s block size, causing it unable to accommodate to large number of transactions.  Essentially Bitcoin Cash is a community-activated upgrade (otherwise known as a hard fork) of Bitcoin that increased the block size to 8MB, solving the scaling issues that plague Bitcoin Core today.  Nov 16th 2018: A hashwar resulted in a split between Bitcoin SV and Bitcoin ABC

Bitcoin Cash

Bitcoin Cash is capturing attention for its notable outperformance against Bitcoin year-to-date and strong resilience, with the community eagerly anticipating its May 2026 CashVM upgrade aimed at enhanced programmability and low fees, fueling discussions of a potential breakout and its alignment with Bitcoin's original vision.

Circle Internet Group, Inc. is a financial technology company that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in August 2013 and is headquartered in New York, NY.

Circle Internet Group Inc. - Ordinary Shares - Class A

Circle

Circle (CRCL) is a hot topic as the market anticipates clarity from ongoing White House discussions on the CLARITY Act, sparking intense community debate around stablecoin regulation, the ability to offer yields, and its pivotal role as digital financial infrastructure amid broader crypto market sentiment.

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

Okta is drawing significant attention after a sector-wide drop, fueled by market concerns over Anthropic's new AI security tool, which many investors deem an overreaction. Despite reporting strong earnings and initiating a share buyback, the community remains divided on the stock's valuation, highlighting its potential in securing AI agents against persistent underperformance.

Pump.fun

PUMP (Pump.fun) is trending due to heightened activity on its platform, with some users speculating on boosts from Solana's fee-sharing model. Community sentiment is sharply polarized by recent news of a lawsuit, whistleblower allegations, and legal issues involving a former developer, prompting extensive debate on its legitimacy and future prospects.

Lam Research Corp. engages in the design, manufacture, marketing, refurbishment, and provision of semiconductor processing equipment used in the fabrication of integrated circuits. It operates through the following geographical segments: United States, China, Europe, Japan, Korea, Southeast Asia and Taiwan. The company was founded by David K. Lam in 1980 and is headquartered in Fremont, CA.

Lam Research Corp.

Lam Research is trending following its robust earnings report and strong guidance, which has propelled multiple analyst price target upgrades. The community is highly bullish, discussing the company's critical role in the accelerating AI chip and wafer fabrication equipment market, with many anticipating continued upside for the semiconductor leader.

Inseego Corp. engages in the business of communication equipment. Its products include mobile hotspots, industrial gateways and routers, home and enterprise routers, industrial USB modems, and telematics and mobile tracking hardware devices. Its SaaS platforms include Ctrack, an asset tracking and management solution that delivers business intelligence for fleets used in various verticals, including aviation, construction, government, and transport, and Device Management Solutions, a hosted subscription management platform. The company was founded on April 26, 1996 and is headquartered in San Diego, CA.

Inseego Corp

Inseego is trending following its recent earnings, which showed strong Q4 results, positive full-year 2026 guidance, and significant debt reduction, bolstered by new Tier 1 carrier partnerships in the 5G FWA market. However, a cautious Q1 2026 outlook has sparked investor debate between long-term potential and continued short-term volatility.

Generac Holdings, Inc. engages in the business of designing and manufacturing energy technology solutions. It operates under the Domestic and International segments. The Domestic segment includes the legacy Generac business and the acquisitions that are based in the United States and Canada. The International segment focuses on Generac business' Latin American export operations. The company was founded in 1959 and is headquartered in Waukesha, WI.

Generac Holdings Inc

Generac Holdings is drawing significant attention as widespread power outages from recent severe weather drive robust demand for residential generators, with reports of potential supply shortages. This surge is complemented by strong community discussion around the company's expanding presence in backup power solutions for AI data centers and favorable analyst upgrades, alongside chatter about a proposed tax deduction for home generators.

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Nifty 50

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Reliance Industries Ltd.

Zomato Ltd.

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ITC Ltd.

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Apple Inc.

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<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.

Equity

<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. 

ETFs in Focus as Cisco Slides Post Q2 Earnings Beat Amid Poor Outlook

CSCO slides 7% after Q2 beat as fiscal 2026 outlook disappoints, but AI demand and strong networking orders keep ETFs in focus.

<ul class="summary-bullets"><li>Citron Research said in a post on X that while SentinelOne is being priced like a dead legacy endpoint vendor, its acquisition of Prompt Security turned it into a critical infrastructure play.</li><li>In Aug. 2025, SentinelOne acquired Israel-based startup Prompt Security, foraying into the generative and agentic AI security in the workplace.&nbsp;</li><li>The research firm also highlighted SentinelOne’s valuation, noting that the company trades at about 4.9 times price-to-sales multiple despite owning the agent-security choke point.</li></ul>SentinelOne Inc. (S) shares rose over 3% on Tuesday after Citron Research called the company a “critical infrastructure play” for the autonomous-agent ecosystem.The research firm noted SentinelOne’s acquisition of Prompt Security, a company involved in AI risk mitigation, positions it to address security risks created by AI agents like Clawdbot.“SentinelOne ($S) is being priced like a dead legacy endpoint vendor. But its acquisition of Prompt Security quietly turned it into a critical infrastructure play for this exact problem,” Citron Research said in a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/CitronResearch/status/2016174746149286079">post</a> on X.<h2 class="st-heading-2">The Rationale</h2>Citron Research said that personal AI assistant Clawdbot leverages Model Context Protocol (MCP) to take real-world actions based on local computer files and data, making users susceptible to security compromises.The firm argued that since traditional antivirus systems don’t have access to AI conversations, they will be unable to identify if an agent has been hijacked by a malicious prompt until after damage is done.Prompt Security’s MCP Gateway acts as a real-time command filter, Citron said, adding that all actions by Clawdbot get inspected. Its security features act as a real-time control layer for AI interactions, redacting sensitive data, blocking unauthorized AI use, and enforcing policy before actions are executed.In August, SentinelOne acquired Israel-based startup Prompt Security, foraying into the generative (GenAI) and agentic AI security in the workplace.“If a phishing email tricks an agent into leaking files or credentials, SentinelOne stops the action before it runs. This isn’t “antivirus.” It’s the governance layer for the agentic ecosystem,” Citron said in the post. “The Clawdbot era is an endpoint war. That’s the technical edge,” the firm added.The research firm also highlighted SentinelOne’s valuation, noting that the company trades at about 4.9 times price-to-sales multiple despite owning the agent-security choke point. Meanwhile, internet security company Cloudflare Inc. (NET) trades at 18 times its price-to-sales ratio, Citron noted.“This is a coiled spring!!!” the research company said about SentinelOne.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/S">S stock</a> jumped from ‘bearish’ to ‘bullish’ territory over the past 24 hours, while message volumes jumped from ‘normal’ to ‘high’ levels.One bullish user called the stock one of the most ‘under-appreciated names in cyber security.’<stembedurl>https://stocktwits.com/Spaculatte/message/643021001</stembedurl>&nbsp;Shares of S have declined over 35% in the past year.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/rbc-flags-cloudflare-as-tier-one-ai-beneficiary/cmyOcsdR4LA">RBC Flags Cloudflare As ‘Tier 1’ AI Beneficiary – Attributes Share Price Surge To Buzz Around Growing Demand For AI Workloads</a> &nbsp;

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

SentinelOne Stock Rises After Citron Research Flags AI Security Opportunity Amid Clawdbot Buzz

Citron Research noted SentinelOne’s acquisition of Prompt Security and said that it positions the company to address security risks created by AI agents like Clawdbot. 

SentinelOne Stock Rises After Citron Research Flags AI Security Opportunity Amid Clawdbot Buzz 

<ul class="summary-bullets"><li>According to analyst Matthew Hedberg, the broader expansion of AI applications strengthens the company’s position.</li><li>RBC Capital reiterated an ‘Outperform’ rating on the stock, with a price target of $265.</li><li>TD Cowen said that the company’s infrastructure, including the Cloudflare Tunnel, allows developers to safely connect locally run AI tools to the internet.</li></ul>RBC Capital said Cloudflare Inc.’s (NET) notable surge in stock price is driven by investor enthusiasm surrounding the growing demand for AI workloads, and added that emerging AI projects such as Anthropic’s Claude Code, Cowork, and the open-source Clawdbot are fueling interest in the company’s capabilities.The company is scheduled to report its fourth-quarter (Q4) earnings on February 10. Analysts expect a Q4 revenue of $591.36 million and earnings per share (EPS) of $0.27, according to Fsical AI data.&nbsp;<h2 class="st-heading-2">AI Growth And Cloudflare’s Role</h2>According to analyst Matthew Hedberg, while these specific AI initiatives are “not likely needle movers” for Cloudflare in the near term, the broader expansion of AI applications strengthens the company’s position, according to TheFly.&nbsp;&nbsp;Hedberg highlighted Cloudflare as a “Tier 1 AI winner,” citing opportunities in AI inference, the flexibility of its Workers platform, and the newly introduced pay-per-crawl model as key drivers of future growth.&nbsp;RBC Capital reiterated an ‘Outperform’ rating on the stock, with a price target of $265.&nbsp;<a href="https://stocktwits.com/symbol/NET">Cloudflare stock</a> traded over 13% higher on Tuesday morning. On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory while message volume shifted to ‘extremely high’ from ‘normal’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_27_115151_png_43985c7f37.webp" alt="NET’s Sentiment Meter and Message Volume as of 11:00 a.m. ET on Jan. 27, 2026 | Source: Stocktwits" width="935" height="106"><figcaption>NET’s Sentiment Meter and Message Volume as of 11:00 a.m. ET on Jan. 27, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">TD Cowen Echoes View</h2>According to TD Cowen, the online buzz over Clawdbot over the weekend encouraged investors to link the momentum of AI tools to Cloudflare’s capabilities in supporting and securing AI agents.The firm added that the company’s infrastructure, including the Cloudflare Tunnel, allows developers to safely connect locally run AI tools to the internet without exposing sensitive servers.Cloudflare’s ability to combine secure connectivity with scalable infrastructure positions it as an important player for enterprises adopting AI across sectors such as software, automation, and robotics.NET stock has gained 70% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/amazon-closes-fresh-grocery--go-stores-whole-foods-growth/cmyObsvR4Ln">Amazon Closes Its Fresh Grocery And Go Stores To Focus On Whole Foods Growth</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

RBC Flags Cloudflare As ‘Tier 1’ AI Beneficiary – Attributes Share Price Surge To Buzz Around Growing Demand For AI Workloads

Analyst Matthew Hedberg highlighted Cloudflare as a “Tier 1 AI winner,” citing its opportunities in AI inferencing and the flexibility of its Workers platform.

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 security and AI operations company reported quarterly total revenue of $350.2 million, marking a growth of 48%, and above an analyst estimate of $320.51 million.</li><li>Subscription Annual Recurring Revenue (ARR), or predictable income from the company's annual subscriptions and contracts, rose 34% to $1.35 billion by October-end.&nbsp;</li><li>Adjusted net loss per share for the year is now expected to be in the range of $0.20 to $0.16, lower than an estimated loss of $0.49.</li></ul> Shares of Rubrik, Inc. (RBRK) jumped 16% in after-hour trading on Thursday after the company reported a surprise earnings beat in the third quarter (Q3) and provided a full-year outlook that exceeded Wall Street expectations on increased demand spurred by the AI boom.“As the AI transformation unfolds, organizations worldwide are turning to Rubrik to ensure their businesses remain secure and AI ready. Looking ahead, we are &nbsp;committed to leading and pioneering new advancements at the intersection of data protection, cyber resilience, and enterprise AI &nbsp;acceleration,” <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.rubrik.com/company/newsroom/press-releases/25/rubrik-reports-third-quarter-fiscal-year-2026-financial-results">said</a> CEO Bipul Sinha.<h2 class="st-heading-2">Q3 Earnings</h2>The security and AI operations company reported quarterly total revenue of $350.2 million, marking a growth of 48%, and above an analyst estimate of $320.51 million. Subscription Annual Recurring Revenue (ARR), or predictable income from the company's annual subscriptions and contracts, rose 34% to $1.35 billion by October-end.Adjusted net income per share came in at $0.10, compared to a loss per share of $0.21 recorded in the corresponding quarter of the last fiscal year, and above an analyst estimate of a loss of $0.17 per share.The company ended October with cash, cash equivalents, and short-term investments of $1.60 billion.<h2 class="st-heading-2">Outlook</h2>For the fourth quarter, the company expects revenue of $341 million to $343 million and adjusted net loss per share of $0.12 to $0.10. This compares against an analyst estimate of $325.06 in revenue and loss per share of $0.13.For full year 2026, the company expects subscription ARR between $1.439 billion and $1.443 billion and revenue of $1.28 billion to $1.282 billion, exceeding Wall Street expectation of a revenue of $1.23 billion.Adjusted net loss per share for the year is expected to be in the range of $0.20 to $0.16, lower than an estimated loss of $0.49.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around RBRK stayed within the ‘extremely bullish’ territory over the past 24 hours, while message volume rose from ‘normal’ to ‘extremely high’ levels.A Stocktwits user sees the stock crossing the $100 threshold.<stembedurl>https://stocktwits.com/navins/message/638236808</stembedurl>Another opined that the stock is a buy below $100 and predicted it to double by this time next year.<stembedurl>https://stocktwits.com/ThePennyPatrol/message/638228554</stembedurl><a href="https://stocktwits.com/symbol/RBRK">RBRK stock</a> &nbsp;has gained 8% this year and about 34% over the past 12 months.&nbsp;Also See: <a href="https://stocktwits.com/news-articles/markets/equity/us-senators-seek-to-block-china-access-to-nvidia-h200-ai-chips-with-new-bill-report/cLIiO9yREjZ">US Senators Seek To Block China’s Access To Nvidia’s H200 AI Chips With New Bill: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

In this photo illustration, a smartphone held in a hand shows the logo of Rubrik Inc.

Rubrik Stock Soars After-Hours As AI-Fueled Demand Drives Surprise Q3 Profit And Strong Annual Guidance

The company reported earnings per share of $0.10 in Q3, compared to an estimate of a loss of $0.21 per share. 

<ul class="summary-bullets"><li>Morgan Stanley’s September survey showed that chief information officers expect cybersecurity spending to grow 50% faster than overall software spending.</li><li>Fortinet screens as the cheapest, given its negative returns this year.</li><li>Zscaler comes off as the retail favorite, attracting strongly bullish sentiment and brisk message volume.</li></ul>The tech sector’s strong run this year has cooled in recent sessions as some strategists and fund managers question the authenticity of the AI-driven rally that has powered the market since the 2022 bear-market bottom. Performance across the tech sector has been uneven, with the software industry trailing.&nbsp;Cybersecurity stocks haven’t lived up to the hype despite the growing need for protection in an increasingly interconnected world. The&nbsp;<a href="https://stocktwits.com/symbol/CIBR">First Trust NASDAQ Cybersecurity ETF (CIBR)</a>, an exchange-traded fund (ETF) that tracks cybersecurity companies, has risen about 15% compared with the&nbsp;<a href="https://stocktwits.com/symbol/XLK">Technology Select Sector SPDR Fund’s (XLK)</a> 24% gain. But it has fared better than the&nbsp;<a href="https://stocktwits.com/symbol/IGV">iShares Expanded Tech-Software Sector ETF (IGV)</a> (+4%).<img src="https://news.stocktwits-cdn.com/Cyberscurity_versus_tech_png_08ad2a783e.webp" alt="Cyberscurity versus tech.png">Source: Koyfin<h2 class="st-heading-2">Cybersecurity — High-Conviction Play for Analysts?</h2>Wedbush tech analyst Daniel Ives believes the cybersecurity subsector could be an outperformer within the broader tech space amid the resilient spending trends. According to Morgan Stanley analyst Meta Marshall, the cybersecurity market is a $270 billion market and is set to grow at a 12% annual rate through 2028, the fastest growth rate across the software industry.&nbsp;Marshall can’t have said enough to underscore the roaring opportunity:<blockquote>As the digital landscape grows increasingly complex, the scale and severity of cybercrime expand in tandem. This means that even as companies spend more, the risks are multiplying even faster. For investors, this is both a warning and an opportunity.</blockquote>Morgan Stanley’s September survey showed that chief information officers expect cybersecurity spending to grow 50% faster than overall software spending.<h2 class="st-heading-2">Which Cybersecurity Name Is Best Bet?</h2>The cybersecurity industry may have enough room for multiple players to grow and thrive, as the massive market opportunity clarifies that it’s not a “zero-sum game.” For comparison purposes, we have considered the Nasdaq 100 names. Here’s a look at how the four Nasdaq 100 cybersecurity vendors, CrowdStrike, Zscaler, Palo Alto Networks and Fortinet, stack up on key metrics:The comparisons are made up until the fiscal second quarter, given CrowdStrike is due to release its quarterly results after the market closes on Tuesday.CrowdStrike is the best performer among the quartet in terms of stock returns. Fortinet, meanwhile, has generated a negative return for the year.<img src="https://news.stocktwits-cdn.com/CRWD_vs_PANW_vs_ZS_vs_FTNT_png_013824009a.webp" alt="CRWD vs PANW vs ZS vs FTNT.png">Source: KoyfinCrowdStrike and Zscaler have shown faster revenue growth than Palo Alto and Fortinet. Zscaler’s revenue growth accelerated in the fiscal third quarter, while CrowdStrike will disclose its growth on Tuesday.&nbsp;<img src="https://news.stocktwits-cdn.com/CRWD_vs_PANW_vs_ZS_vs_FTNT_Quarterly_Revenue_Growth_png_8fd9f25e7a.webp" alt="CRWD_vs_PANW_vs_ZS_vs_FTNT_-_Quarterly_Revenue_Growth.png">Source: Fiscal.aiOn a reported basis, only Fortinet and Palo Alto generated positive operating margins.&nbsp;<img src="https://news.stocktwits-cdn.com/CRWD_vs_PANW_vs_ZS_vs_FTNT_Operating_Margin_Reported_png_288f0a7e6e.webp" alt="CRWD_vs_PANW_vs_ZS_vs_FTNT_-_Operating_Margin_Reported.png">Source: Fiscal.aiComparisons of valuation based on a forward price-earnings (P/E) multiple show that Fortinet screens as the cheapest, followed by Palo Alto and Zscaler. CrowdStrike is the priciest among the lot. But Wedbush’s Daniel Ives sees the premium valuation as justified. In a note previewing the earnings, the analyst said, “We believe the Street is underestimating the growth potential for CrowdStrike as a second/third derivative beneficiary of the AI Revolution and this speaks to our core bullishness in the name continuing from current levels.”<img src="https://news.stocktwits-cdn.com/CRWD_vs_PANW_vs_ZS_vs_FTNT_Forward_PE_multiple_png_b3451ab567.webp" alt="CRWD_vs_PANW_vs_ZS_vs_FTNT_Forward_PE_multiple.png">Source: Fiscal.ai<h2 class="st-heading-2">CRWD vs. PANW vs. ZS vs. FTNT Upside Potential</h2><img src="https://news.stocktwits-cdn.com/Screenshot_2025_12_02_at_7_25_33_AM_png_95f01699de.webp" alt="Screenshot 2025-12-02 at 7.25.33 AM.png">On Stocktwits, retail traders are ‘extremely bullish’ toward Zscaler and CrowdStrike, while they remained ‘neutral’ toward Palo Alto and Fortinet. Message volume was very brisk on the Zscaler stream and ‘high’ for CrowdStrike, while Palo Alto and Fortinet streams saw ‘low’ message volumes.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/hey-siri-is-apple-done-sleeping-on-ai/cLIaWenRE0i">Hey Siri, Is Apple Done Sleeping On AI? Wall Street Is Hunting For Clues Of An Awakening</a>

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

CrowdStrike, Zscaler, Palo Alto, Fortinet: Which Cybersecurity Stock Will Win Next Year? Wall Street Sees 35% Room To Run In This Pick

Cybersecurity has become the goldmine of software infrastructure, as escalating risk events push companies to spend without hesitation.

<ul class="summary-bullets"><li>Goldman said the adverse stock reaction is likely due to investors trying to parse the Red Canary contribution, although the company hadn’t quantified it.</li><li>The firm increased its price target to $290 from $283.&nbsp;</li><li>The updated price target implied 15% upside from Wednesday’s close.</li></ul>Zscaler, Inc. (ZS) stock received some love from Wall Street after its 13% post-earnings drop in Wednesday’s regular session. For the unversed, the cybersecurity vendor reported robust quarterly results and also issued an upbeat guidance, and retail traders saw the stock reaction as unwarranted.In a note released late Wednesday, Goldman Sachs weighed in on the potential downside and raised its price target for&nbsp;<a href="https://stocktwits.com/symbol/ZS">Zscaler stock.</a><h2 class="st-heading-2">Lofty Expectations</h2>Goldman Sachs analysts said the adverse stock reaction is likely due to investors trying to parse the contribution from Red Canary —&nbsp;a managed detection and response company Zscaler acquired in August — weighing it against the organic growth and high expectations,&nbsp;according to a summary on The Fly.&nbsp;The analysts noted that the company raised its annual recurring revenue (ARR) and revenue guidance by 1% at the midpoint, while maintaining its earnings before interest and taxes (EBIT) margin outlook.While maintaining a ‘Neutral’ rating on Zscaler stock, Goldman increased its price target to $290 from $283. The updated price target implied 15% upside from Wednesday’s close.<h2 class="st-heading-2">Analysts Largely Positive</h2>Scotiabank, despite reducing its stock price target for Zscaler to $320 from $334, acknowledged the “very decent” organic ARR performance. The firm, however, said the bottom-line results were slightly underwhelming. The firm believes the risk-reward profile skews positive on Zcaler in the medium term. The firm has an ‘Outperform’ rating on Zscaler.Needham analysts also reduced the price target to $310 from $350, while maintaining a ‘Buy’ rating. The analysts said the company did not quantify the Red Canary contribution despite the acquisition trending above prior expectations. They expect concrete data to be announced with the second-quarter results.&nbsp; Needham underscored the stock’s year-to-date outperformance versus peers.<h2 class="st-heading-2">What Retail Feels About Zscaler Stock</h2>Retail users of the Stocktwits platform stayed ‘extremely bullish’ on the stock as of late Wednesday, although climbing a few notches within the territory. The message volume on the stream was ‘extremely high.’A user hoped that the stock would turn green on Friday.<stembedurl>https://stocktwits.com/NotFinancialAdvice007/message/637585648</stembedurl>Another watcher said they have “doubled down” on the stock.<stembedurl>https://stocktwits.com/TMFMike12/message/637581298</stembedurl>Some also questioned the logic of the sell-off. “This [is] a messy reaction and unexpected decline. Market is green and 13% [pullback] today i think is too much,” said a user.<stembedurl>https://stocktwits.com/TheBullishTrade/message/637581303</stembedurl>After experiencing its worst day in more than a year, Zscaler stock is still up about 40% 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/netflix-glitches-as-stranger-things-5-premiere-sparks-traffic-surge/cL5eLldREWC">Netflix Glitches As ‘Stranger Things 5’ Premiere Sparks Traffic Surge</a>

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

Zscaler Analyst Predicts 15% Upside For Stock After Post-Earnings Plunge — Retail Doubles Down 

Zscaler stock slumped to its worst day in more than a year despite a beat-and-raise quarter.

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