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Tilray Brands, Inc. engages as a consumer packaged goods company, which focuses on medical cannabis research and the cultivation, processing, and distribution of cannabis products worldwide. It operates through the followings segments: Cannabis, Distribution, Beverage, and Wellness. The Cannabis segment focuses on cultivation, production, distribution, and sale of both medical and adult-use cannabis products. The Distribution segment is involved in purchase, resale, and distribution of pharmaceutical and wellness products. The Beverage segment refers to the production, marketing, and sale of beverages. The Wellness segment represents the production, marketing, and distribution of hemp-based food and other wellness products. The company was founded on January 24, 2018 and is headquartered in Leamington, Canada.

Tilray Brands Inc

Tilray Brands is trending amidst intense speculation about an imminent executive order to reclassify cannabis to Schedule III, a move anticipated to significantly ease federal restrictions, improve financial operations, and attract institutional investment. The community is sharply divided between those expecting a massive short squeeze and price surge, and skeptics predicting a "sell the news" event or further dilution for the sector. This potential regulatory shift is seen as a pivotal moment for the entire cannabis industry, with many discussing its broad implications beyond just legalization.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Shares of DJT are trending amid a highly anticipated address from the company's namesake figure, sparking intense debate across the community. Perspectives are sharply divided, with some anticipating positive outcomes while others express skepticism over economic claims and forewarn further market volatility. The ongoing discourse is notably intertwined with broader political discussions and external events, including upcoming document releases, fueling active conversations among investors.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is trending due to significant price declines and heightened investor anxiety surrounding its substantial debt, recent operational delays, and notable insider selling. The community is sharply divided, with many expressing concern over potential further downside and debt sustainability, while others view current price levels as a "buy the dip" opportunity, citing CoreWeave's impressive contractual backlog and strategic partnerships in the burgeoning AI space.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is trending after announcing blockbuster earnings and exceptionally bullish guidance, driven by insatiable AI-driven demand for its High-Bandwidth Memory (HBM) and DRAM, with HBM supply completely sold out through 2026. The community is largely celebrating this as a significant boost for the broader tech sector, though some anticipate potential profit-taking, noting past trends in other AI-related stocks after strong reports.

Medline, Inc. engages in the provision of medical-surgical products and supply chain solutions. It operates through the Medline Brand and Supply Chain Solutions segments. The Medline Brand segment is involved in the procurement and manufacture of products from surgical solutions, front line care, and laboratory and diagnostics categories. The Supply Chain Solutions segment focuses on procurement and distribution of a variety of third-party products from national brands and provides tailored logistics and supply chain optimization services to domestic and international consumers. The company was founded by Jim Mills and Jon Mills in 1966 and is headquartered in Northfield, IL.

Medline Inc - Ordinary Shares - Class A

Medline Inc.

MDLN is trending following its blockbuster market debut, which saw strong investor demand and a significant premium above its initial pricing. The community is actively discussing Medline's robust position as a leading medical supply giant, emphasizing its end-to-end supply chain control and financial health as key drivers for its long-term potential. This successful launch highlights investor confidence in the healthcare sector and marks a significant event for the broader IPO landscape.

Advisorshares Trust - AdvisorShares Pure US Cannabis ETF

AdvisorShares Pure US Cannabis ETF

MSOS is experiencing heightened activity amid strong community anticipation for an imminent executive order to reclassify cannabis to Schedule III. This potential federal reform is seen as a game-changer, promising to eliminate onerous 280E taxes and pave the way for broader institutional investment, sparking widespread bullish sentiment for the US cannabis sector.

A project grown out of the community's love and passion for the weed culture. Launched around early 2025, $weedcoin, “Like Bitcoin but way higher,” emphasizes its alignment with cannabis culture and a laid-back vibe. Unlike other Weed communities, this project leans heavily into community engagement over technical utility, aiming to build a “stoner community” through social media presence and decentralized governance. We also aim to focus on onboarding web2 businesses and users onto web3 through the token.

Weedcoin

Weedcoin is trending with an active community driving conversation around its identity as the 'culture coin' for the cannabis sector, often linked to the Solana ecosystem. Enthusiasts are actively touting its potential, humorously stating it's 'Like Bitcoin but way higher,' amidst discussions that also acknowledge its speculative nature.

Western Digital Corp. engages in the development, manufacture, marketing, and sale of data storage devices and solutions. The company was founded by Alvin B. Phillips in 1970 and is headquartered in San Jose, CA.

Western Digital Corp.

Western Digital is trending due to robust demand for high-capacity data storage, fueled by the expanding AI and cloud computing sectors, which has driven impressive financial results and multiple analyst upgrades. The community is actively discussing whether its substantial rally is sustainable or if the stock is poised for a pullback, especially ahead of its upcoming inclusion in the Nasdaq-100 Index.

Sable Offshore Corp. engages in offshore oil and gas field operations. It focuses on developing the prolific Santa Ynez Unit in federal waters offshore California. The company was founded by James C. Flores on October 16, 2020 and is headquartered in Houston, TX.

Sable Offshore Corp.

Sable Offshore Corp. (SOC) is trending due to a recent federal ruling designating its pipeline an interstate facility, effectively shifting regulatory authority from California to federal oversight. This development has ignited community discussions, with many anticipating a potential workaround to past permit denials and a significant short squeeze, while others remain cautious given previous regulatory hurdles.

Aurora Cannabis, Inc. engages in the production, distribution, and sale of cannabis and cannabis-derivative products. It operates through the Cannabis and Plant Propagation segments. The company was founded by Terry Booth and Steve Dobler on December 21, 2006 and is headquartered in Edmonton, Canada.

Aurora Cannabis Inc

Aurora Cannabis Inc. is trending amid widespread speculation and reports that the U.S. government is nearing a federal reclassification of cannabis to Schedule III. Many anticipate a significant sector-wide rally, citing potential tax benefits and improved financial health for companies. However, a strong contingent remains skeptical, warning of oversupply and "sell the news" scenarios, while also debating the direct impact of U.S. policy changes on ACB's primarily international medical cannabis business.

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<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. 

Equity

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.

<ul class="summary-bullets"><li>CEO Nikesh Arora said the strong start to the fiscal year reflected “excellent results across all metrics, and significant platformization wins.”&nbsp;</li><li>The company expects its strategic acquisitions of CyberArk and Chronosphere to position it as the data and security partner of choice in the AI era.</li><li>The stock, however, has underperformed (+10%) this year.</li></ul>Cybersecurity vendor Palo Alto Networks, Inc. (PANW) reported forecast-beating quarterly results and announced an artificial intelligence (AI)-related acquisition. Traders bid down&nbsp;<a href="https://stocktwits.com/symbol/PANW">Palo Alto’s stock</a> in the after-hours as the full-year revenue was guided to either in-line or a miss, but retail optimism abounded.The stock has underperformed the broader market and the tech sector this year, having gained about 10%.<h2 class="st-heading-2">Palo Alto’s Q1 Snapshot</h2>CEO Nikesh Arora said the strong start to the fiscal year reflected “excellent results across all metrics, and significant platformization wins.”&nbsp;For the fiscal year 2026 first quarter, Santa Clara, California-based company reported revenue growth of 16% year over year (YoY) to $2.47 billion, slightly exceeding the Fiscal.ai-compiled consensus of $2.46 billion.The adjusted earnings per share (EPS) climbed YoY to $0.93 from $0.78, versus the average analysts’ estimate of $0.89.Among key operational metrics, next-generation annual recurring revenue (ARR) climbed 29% YoY to $5.9 billion, and remaining performance obligations (RPO) rose 24% to $15.5 billion.CFO Dipak Golechha said operating margin was above 30% for another quarter, underlining the company’s sustainable profit growth.Separately, the company said Mark Goodburn, a veteran in global advisory, technology, and innovation, has been appointed to its board, while its longest-serving board member, Mary Pat McCarthy, would retire, effective Jan. 23, 2026.<h2 class="st-heading-2">Palo Alto’s Outlook</h2>The company expects second-quarter revenue of $2.57 billion to $2.59 billion and adjusted EPS of $0.93 to $0.95. Analysts, on average, expect the numbers to be at $2.58 billion and $0.93, respectively.Palo Alto raised its full-year guidance as follows:-Revenue: $10.50B-$10.54B (up from $10.475B-$10.525B)-Adj. EPS: $3.80-$3.90 (up from $3.75-$3.85)This compares to the consensus estimates of $10.52 billion and $3.80, respectively.<h2 class="st-heading-2">Chronosphere Acquisition</h2>In a separate release, Palo Alto said it has agreed to acquire&nbsp;Chronosphere, a next-generation observability platform built to scale for the AI era, for $3.35 billion in cash and replacement equity awards. The company sees the proposed buy as a way to strengthen its help organizations navigate a world where modern applications and AI workloads demand a unified data and security foundation.Chronosphere generated ARR of over $160 million at the end of September. Palo Alto expects the deal to close in the second half of fiscal year 2026.Arora said, “Our robust innovation engine, paired with the strategic acquisitions of CyberArk and Chronosphere, positions us as the data and security partner of choice in the AI era."<h2 class="st-heading-2">Palo Alto Stock</h2>On Stocktwits, retail sentiment toward Palo Alto stock remained in the ‘extremely bullish’ zone as of late Wednesday, although rising a few notches within the territory. The message volume improved to ‘extremely high’ levels.A bullish watcher remained hopeful that the stock would hit $200+ levels on Thursday.<stembedurl>https://stocktwits.com/WEN600SPY/message/636835078</stembedurl>Another user said they bought the stock at $189 on the dip.<stembedurl>https://stocktwits.com/nope45/message/636828094</stembedurl>Palo Alto ended Wednesday’s regular session down 0.55% at $199.90, and has traded in a 52-week range of $144.15-$223.61. After hours, it shed 3.74%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Summary:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-torches-ai-bubble-talk-with-blowout-q3/cLPqCIORE9c">Nvidia Torches AI Bubble Talk With Blowout Q3, Stock Pops After-Hours: CEO Says Blackwell Chip Sales ‘Off The Chart’</a>

In this photo illustration, a Palo Alto Networks logo is displayed on the screen of a smartphone. 

Why Palo Alto Stock Fell Over 3% After-Hours

Palo Alto doubled down on its inorganic growth strategy by announcing another big-ticket acquisition.

 Why Palo Alto Stock Fell Over 3% After-Hours

Palo Alto doubled down on its inorganic growth strategy by announcing another big-ticket acquisition.


<ul class="summary-bullets"><li>Mizuho’s software checks turned in positive trends overall, with most partners meeting or exceeding plan.</li><li>Palo Alto is on track to close its CyberArk acquisition in the second half of its FY26.</li><li>YTD, Palo Alto stock has gained 10.5%, underperforming the tech sector.</li></ul>Palo Alto Networks, Inc. (PANW) stock traded modestly higher in Wednesday’s early premarket session as traders look ahead to the cybersecurity company’s quarterly results. The company has agreed to acquire peer CyberArk, with the closing expected in the second half of the former’s fiscal year 2026.Year-to-date,&nbsp;<a href="https://stocktwits.com/symbol/PANW">Palo Alto stock</a> has gained 10.5%, underperforming the tech sector.<h2 class="st-heading-2">What Analysts Model For Palo Alto’s Q1</h2>According to&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="http://fiscal.ai">Fiscal.ai</a>, Palo Alto is expected to report adjusted earnings per share (EPS) of $0.89 and revenue of $2.46 billion for the first quarter of the fiscal year 2026. This compares to the year-ago EPS of $0.78 and revenue of $2.46 billion.While announcing fourth-quarter results in mid-August, Palo Alto guided to first-quarter adjusted EPS of $0.88-$0.90 and revenue of $2.45 billion to $2.47 billion.Mizuho analyst Gregg Moskowitz this week raised his price target for Palo Alto stock to $230 from $220, according to the summary of the note published on the Fly. The firm has an ‘Outperform’ rating on the stock. The analyst said Mizuho’s software checks showed broadly positive trends overall, with most partners meeting or exceeding plan.<h2 class="st-heading-2">The Outlook</h2>Palo Alto’s current fiscal year guidance calls for adjusted EPS of $3.75 to $3.85 and revenue of $10.475 billion to $10.525 billion. Analysts, on average, estimate $3.80 and $10.52 billion for the year, respectively.<h2 class="st-heading-2">How Retail Feels About PANW Stock</h2>On Stocktwits, retail sentiment toward Palo Alto stock remained ‘extremely bullish’ as of early Wednesday, and the message volume on the stream was ‘high.’A bullish user said they expect a good earnings report. While noting that the stock sells off even on good earnings reports, they said they would buy the potential dip.<stembedurl>https://stocktwits.com/BillyBarue/message/636455257</stembedurl><h2 class="st-heading-2">Palo Alto Stock Watch</h2>According to Koyfin, the average analysts’ price target for Palo Alto stock is $224.37, implying roughly 12% 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/nasdaq-s-and-p-500-tread-water-as-wall-street-braces-for-nvidia-earnings-jobs-data/cLPo28TREJo">Nasdaq, S&amp;P 500 Tread Water As Wall Street Braces For Nvidia Earnings, Jobs Data — Is Year-End Rally Already In Trouble?</a>

In this photo illustration, the Palo Alto Networks logo is seen displayed on a smartphone screen. 

Palo Alto Stock Rises Premarket As Traders Look Ahead To Cybersecurity Vendor’s Q1 Print

According to Fiscal.ai, Palo Alto is expected to report adjusted EPS of $0.89 and revenue of $2.46 billion for the first quarter of the fiscal year 2026.

<ul class="summary-bullets"><li>Gartner analysts blamed an operational failure for the outage, rather than a distributed denial-of-service (DDoS) attack.</li><li>Cloudflare’s stock has gained over 80% this year.</li><li>The consensus stock price target suggests potential for another 22% upside.</li></ul>Cloudflare, Inc. (NET) stock came under pressure on Tuesday, weighed down by the tech sell-off and a company-specific negative catalyst. The San Francisco, California-based connectivity cloud company suffered an outage early Tuesday that crippled the services of several high-profile companies, including OpenAI’s ChatGPT and Elon Musk's social media platform X.After ending Tuesday’s session down 2.83%,&nbsp;<a href="https://stocktwits.com/symbol/NET">Cloudflare’s stock</a> could stage a rebound, as it edged up in overnight trading.<h2 class="st-heading-2">Retail Mood Flips</h2>On Stocktwits, retail sentiment toward Cloudflare stock improved to ‘extremely bullish’ as of early Wednesday from the ‘bearish’ mood that prevailed a day ago, as well as a week ago. Retail chatter increased to ‘extremely high’ levels. The message volume on the stream jumped 2,000% over the 24 hours leading up to late Tuesday.A bullish user said the outage has turned their attention to Cloudflare stock. “Will be my watchlist for sure especially with their earnings,” they said.&nbsp;<stembedurl>https://stocktwits.com/ariew/message/636692544</stembedurl>Cloudflare reported strong quarterly results in late October, with 31% year-over-year revenue growth and higher adjusted earnings per share (EPS). Both metrics came above expectations.Sharing a screenshot of Yahoo Finance’s quote page, another user noted that the stock has bounced back above its pre-outage price.<stembedurl>https://stocktwits.com/Bubba_Gump/message/636688397</stembedurl>Earlier this week, Cloudflare announced a deal to buy Replicate, an artificial intelligence (AI) platform that makes it easy for developers to deploy and run AI models. “This acquisition will accelerate the company’s vision to make Cloudflare Workers the leading end-to-end platform for building and running scalable, fast, and reliable AI applications,” the company said.Commenting on the outage, Gartner analysts blamed an operational failure, rather than a distributed denial-of-service (DDoS) attack, Cyber Daily&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cyberdaily.au/tech/12914-cloudflare-outage-due-to-outdated-tech-expert-says">reported</a>.<h2 class="st-heading-2">The Cloudflare Stock</h2>Cloudflare’s stock has traded in a 52-week range of $89.42 and $260. The upper bound of the range is also its all-time high, set on Nov. 3. The stock has gained over 80% this year.According to Koyfing, the average price target for Cloudflare stock is $239.35, implying scope for nearly 22% upside.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/michael-burry-sets-record-straight-scion-isn-t-closing/cLPobARREJl">Michael Burry Sets Record Straight: Scion Isn’t Closing — Just Shutting Out Outside Investors</a>

Cloudflare Stock Set To Recover From Outage-Induced Volatility: Retail Turns Strongly Upbeat

The message volume on the Cloudflare stream on Stocktwits jumped 2,000% over the 24 hours leading up to late Tuesday.

Cisco Surges on Earnings Beat & Upbeat Guidance: ETFs in Focus 

Cisco jumped on strong earnings and upbeat guidance, driven by AI demand. Investors can explore ETFs like IYZ, CIBR, and HACK for exposure.

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.

BlackBerry’s stock&nbsp;rally since early September has stalled even as the Canadian company prepares to report its quarterly results. The earnings report for the second quarter of the fiscal year 2026 is scheduled to be released before the market opens (8 a.m. ET) on Thursday.On Stocktwits, retail sentiment toward&nbsp;<a href="https://stocktwits.com/symbol/BB">BlackBerry stock</a> has remained ‘extremely bullish’ (81/100) as of late Wednesday, and message volume has also remained at ‘high’ levels.<figure class="image"><img style="aspect-ratio:620/56;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_25_at_12_27_15_AM_png_abaaa705eb.webp" alt="Screenshot 2025-09-25 at 12.27.15 AM.png" width="620" height="56"><figcaption>BB sentiment and message volume as of 12:20 a.m. ET, Sept. 25 | source: Stocktwits</figcaption></figure>A stock watcher on the platform said they were bracing for “jaw-dropping” news on Thursday.<stembedurl>https://stocktwits.com/MoMoney66/message/629921586</stembedurl>Another user noted the surge in after-hours trading volume of the stock and speculated that shorts might be covering ahead of the earnings. According to data provided by the NYSE, the short interest in the stock was 5.92% as of August 31.<stembedurl>https://stocktwits.com/MoMoney66/message/629919342</stembedurl>BlackBerry is widely expected to report second-quarter adjusted earnings per share (EPS) of $0.01 and revenue of $122.03 million, according to the consensus provided by Koyfin. A year ago, the company reported break-even bottom-line results and revenue of $145 million.In late May, BlackBerry had guided to adjusted EPS in the range of break-even to $0.01, and revenue in the range of $115 million to $125 million. QNX, an operating system designed for embedded systems, is expected to generate revenue of $55 million to $60 million, and Secure Communications is projected to earn $54 million to $59 million in revenue, according to the guidance.BlackBerry’s full-year guidance calls for adjusted EPS of $0.08 to $0.10 and revenue of $508 million to $538 million.Late last month, BlackBerry boosted investor sentiment after revealing that its QNX unit is a key integration partner for Nvidia's new DRIVE AGX Thor development kit, designed to help developers transition from research to commercial deployment of next-generation self-driving technologies.BlackBerry stock is up approximately 13% year-to-date, and over the past year, it has traded within a range of $2.24 to $6.24. It is trading off the $28.77 level hit in January 2021 amid the meme stock frenzy.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp; <a href="https://stocktwits.com/news-articles/markets/equity/mu-nvda-intc-amzn-htz-what-sparked-heavy-after-hours-trading/chDkvFyR3EL">Micron, Nvidia, Intel, Amazon, Hertz Global: What Sparked Heavy After-Hours Trading In These 5 Stocks?</a>

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

BlackBerry Retail Traders Brace For ‘Jaw-Dropping’ Earnings Even As Stock Rally Stalls 

BlackBerry is widely expected to report second-quarter adjusted earnings per share of $0.01 and revenue of $122.03 million, according to the consensus provided by Koyfin.

What September Slump? 5 ETFs to Play Now

With Fed rate cut hopes and resilient earnings, these 5 ETFs could defy September's historic slump and shine. These ETFs are XLF, OUSA, RTH, GDX and CIBR. 

First Trust Exchange-Traded Fund III - First Trust NASDAQ Cybersecurity ETF

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The S&P 500 is modestly lower so far in December, putting the Santa Claus rally in question. The Santa Claus rally refers to the market’s tendency to rise in the final weeks of the year—what do you expect from December 16 through December 31?

What do you expect the S&amp;P 500’s total return to be in the second half of December?

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What do you expect the S&P 500’s total return to be in the second half of December?

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