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Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

Webull Corp ($BULL) is trending amidst intense community discussion following a chaotic earnings report where initial misreported figures caused panic before corrections confirmed inline EPS and strong revenue growth. Many investors are now highlighting the company's significant user and asset growth, newfound profitability, and relatively low valuation compared to peers as reasons for potential upside, while also voicing concerns about alleged market manipulation.

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SPY is experiencing extreme volatility as traders grapple with conflicting reports on the Iran conflict, ranging from calls for de-escalation and potential nuclear program abandonment to renewed threats and escalating tensions, while oil prices and market manipulation remain central talking points among the community.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS Life Sciences is trending due to overwhelming anticipation for the imminent readout of its pivotal REGAL Phase 3 trial data, with community discussion fueled by unprecedented patient survival in AML and strong speculation of a potential big pharma buyout, including LinkedIn activity from a Pfizer director seen as a 'green light' for an acquisition.

Gold.com, Inc. engages in the trading of gold, silver, platinum, and palladium bullion numismatic coins, and related products. It operates through the following segments: Wholesale Trading and Ancillary Services, Direct-to-Consumer, and Secured Lending. The Wholesale Trading and Ancillary Services segment is involved in the distribution and purchasing of metal products from sovereign and private mints. The Direct-to-Consumer segment provides access to a multitude of products through its wholly owned subsidiaries. The Secured Lending segment includes coin and precious metal dealers, investors, and collectors. The company was founded by Steven C. Markoff on April 9, 1965 and is headquartered in El Segundo, CA.

Gold.com Inc.

Gold.com Inc. is drawing significant attention after its latest earnings report revealed a record revenue surge and strong profit growth, alongside a strategic investment. The community is actively debating the company's valuation as a precious metals trading and digital bullion platform, especially given the current robust demand for gold as a safe-haven asset.

Franco-Nevada Corp. engages in the management of gold-focused royalties and streams portfolio. It provides investors with gold price and exploration optionality while limiting exposure to many of the risks of operating companies. The company was founded in 1983 and is headquartered in Toronto, Canada.

Franco-Nevada Corporation

Franco-Nevada is a key focus for investors following its record financial results, driven by strong precious metal prices and strategic acquisitions, while the community actively monitors ongoing developments regarding its significant Cobre Panama asset.

Agnico Eagle Mines Ltd. engages in the exploration and production of gold. It operates through the following segments: Northern Business, Southern Business, and Exploration. The Northern Business segment comprises of LaRonde mine, LaRonde Zone 5 mine, Lapa mine, Goldex mine, Meadowbank mine including the Amaruq deposit, Canadian Malartic joint operation, Meliadine project and Kittila mine. The Southern Business segment consists of Pinos Altos mine, Creston Mascota mine, and La India mine. The Exploration segment represents the exploration offices in the United States, Europe, Canada, and Latin America. The company was founded by Paul Penna in 1957 and is headquartered in Toronto, Canada.

Agnico Eagle Mines Ltd

AEM is trending as a top-tier gold miner, with the community actively discussing its strong earnings performance, record free cash flow, and strategic project advancements, all propelled by elevated gold prices and operational efficiency. The company's financial health and commitment to shareholder returns are key conversation points driving positive sentiment in the sector.

Newmont Corp. engages in the exploration and acquisition of gold properties, containing copper, silver, lead, zinc or other metals. It operates through the following geographical segments: Canada, Mexico, Suriname, Argentina, Peru, Australia, Papua New Guinea, Ghana, and U.S. The company was founded by William Boyce Thompson on May 2, 1921 and is headquartered in Denver, CO.

Newmont Corp

Newmont is trending as analysts consistently raise price targets, anticipating significant upside with gold at multi-year highs and expectations of a strong free cash flow yield. Despite mixed reactions to recent earnings guidance regarding future production and costs, the community largely sees the stock as undervalued and poised for a strong rally as gold miners catch up to the metal's sustained upward trend.

United States Antimony Corp. engages in the extraction, processing and sale of antimony, zeolite, silver, and gold products. It operates through the following segments: United States Antimony Operations, Mexican Antimony Operations, Precious Metals Recovery, and United States Zeolite Operations. The company was founded by John C. Lawrence in June 1968 and is headquartered in Thompson Falls, MT.

United States Antimony Corp.

United States Antimony Corp

United States Antimony (UAMY) is trending following a significant Pentagon grant aimed at boosting domestic antimony production, a critical mineral for munitions and defense. This is fueling community discussions on its national security importance and the potential for a short squeeze amidst rising geopolitical tensions and demand for critical metals.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is trending for aggressively expanding its AI infrastructure through multi-billion dollar chip partnerships with both AMD and Google, including a potential 10% equity stake in AMD, while reportedly navigating setbacks in its own advanced AI chip development efforts.

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ProShares UltraPro QQQ

TQQQ is trending amidst extreme market volatility driven by escalating geopolitical tensions, which have led to sharp swings in futures and increased oil prices. Traders are closely watching technical patterns for potential breakouts or breakdowns, while debating the broader impact of AI and macroeconomic uncertainties on the Nasdaq-100's leveraged performance.

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<ul class="summary-bullets"><li>The company said that its annual recurring revenue grew 24% year-over-year to $5.25 billion as of Jan. 31, 2026.</li><li>CrowdStrike posted diluted net income per share of $1.12, compared to analysts’ expectations of $1.1 per share.&nbsp;</li><li>For the upcoming quarter, the Austin-based company forecast revenues of $1.36 billion to $1.364 billion, compared to a Street expectation of $1.355 billion.</li></ul>CrowdStrike Holdings on Tuesday reported a double beat on its fourth-quarter (Q4) earnings results.The company reported a 23% growth in quarterly revenue to $1.31 billion, compared with Wall Street estimates of $1.30 billion, according to data from Fiscal.ai. CrowdStrike (CRWD) said that subscription revenue in Q4 grew to $1.24 billion, a 23% increase compared to the same quarter in the last year.The company also said that its annual recurring revenue (ARR) grew 24% year-over-year to $5.25 billion as of Jan. 31, 2026, surpassing the $5 billion milestone.CrowdStrike posted diluted net income per share of $1.12, compared to analysts’ expectations of $1.1 per share.Despite the results, the company’s shares were down 0.48% at the time of writing.<h2 class="st-heading-2">CrowdStrike Outlook</h2>For the upcoming quarter, the Austin-based company forecast revenues of $1.36 billion to $1.364 billion, compared to a Street expectation of $1.355 billion. The company expects full-year revenue of $5.87 billion to $5.93 billion.Crowdstrike said it expects ARR to grow to about $5.50 billion in Q1.<h2 class="st-heading-2">Management Commentary</h2>"FY26 will go down in our history books as CrowdStrike's best year yet," said George Kurtz, CrowdStrike's Founder and CEO. "Our record results showcase the durability of our growth and cash flow generation.”Kurtz added that rapid AI adoption by enterprises has made CrowdStrike “mission-critical infrastructure” due to its ability to secure AI across every layer, from GPU to agent to prompt. “The AI revolution is creating a massive growth opportunity for CrowdStrike, one that our technology, team, and ecosystem are well positioned to continue winning,” he added.Meanwhile, Burt Podbere, CrowdStrike's CFO said, "With exceptional momentum across the business and a record Q1 pipeline entering FY27, we have strong conviction to once again raise our FY27 ARR outlook. The AI revolution represents a new, generational growth opportunity for CrowdStrike, and we are confident in our ability to deliver durable, profitable growth as we scale to our goal of $20 billion ending ARR in FY36."<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/CRWD">CRWD shares</a> jumped from ‘bullish’ to ‘extremely bullish’ over the past 24 hours amid ‘high’ message volumes.One bullish user predicted the company’s shares would breach $400 soon. Shares were trading around $391.42 at the time of writing.<stembedurl>https://stocktwits.com/Tammybluntz/message/646493663</stembedurl>&nbsp;Another user called the earnings ‘crazy good,’ adding that the company’s fundamentals were strong.<stembedurl>https://stocktwits.com/TheCoolGuy/message/646489441</stembedurl>&nbsp;A third user touted the company’s strong ARR numbers, saying it was the most important of all.<stembedurl>https://stocktwits.com/crazyaf/message/646491278</stembedurl>&nbsp;Shares of CRWD have risen about 2.27% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

CrowdStrike Posts Double Beat In Q4, ARR Crosses $5 Billion — Retail Predicts Share Price Over $400

Crowdstrike reported a 23% growth in quarterly revenue to $1.31 billion, compared with Wall Street estimates of $1.30 billion, according to data from Fiscal.ai.

Equity

Crowdstrike reported a 23% growth in quarterly revenue to $1.31 billion, compared with Wall Street estimates of $1.30 billion, according to data from Fiscal.ai. 

Sector ETFs to Benefit from U.S.-Iran Unrest 

Rising U.S.-Iran tensions lifted oil risks and defense outlook, positioning energy, shipping, cybersecurity and metals ETFs for potential gains.

<ul class="summary-bullets"><li>For the full fiscal year 2026, Zscaler set a revenue guidance of $3.309 billion to $3.322 billion.</li><li>JPMorgan lowered its price target to $250 from $267 and maintained an ‘Overweight’ rating, according to The Fly.</li><li>Mizuho said the selloff post earnings could be seen as a buying opportunity.</li></ul>Shares of Zscaler (ZS) tumbled 15% on Friday, sinking to their lowest level in more than 30 months, following a string of price target cuts despite the company’s better-than-expected second-quarter print.If the current levels hold at close, <a href="https://stocktwits.com/symbol/ZS">ZS shares</a> would record their steepest intraday slide since September 2024.Zscaler reported a 26% jump in second-quarter (Q2) revenue to $815.8 million, just above Wall Street’s estimates of $815.7 million, according to Fiscal.ai data. Earnings came in at $1.01 per share, beating the $ 0.9-per-share estimate.For the third quarter of fiscal 2026, the company projects revenue of $834 million to $836 million, marking 23% growth, with earnings of $1.00 to $1.01 per share. For the full fiscal year 2026, Zscaler raised its guidance to $3.309 billion to $3.322 billion, up from an earlier guidance of $3.282 billion to $3.301 billion. The company also forecast full-year EPS of $3.99 to $4.02.<h2 class="st-heading-2">JPMorgan Says Zscaler’s Organic ARR Was “A Bit Lighter” Than Expectations</h2>JPMorgan lowered its price target on Zscaler to $250 from $267 and maintained an ‘Overweight’ rating, according to The Fly. The firm said that despite “solid” Q2 results, Zscaler’s organic annual recurring revenue came in “a bit lighter” than expectations. JPMorgan added that the target reduction reflects recent multiple contractions across the peer group.Mizuho lowered Zscaler’s price target to $250 from $265 and kept an ‘Outperform’ rating, adding that the share selloff post earnings could be seen as a buying opportunity.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Despite the sharp selloff, retail sentiment on Stocktwits remained in the ‘extremely bullish’ territory over the past 24 hours. Chatter on the platform grew 500% in 24 hours, as of Friday morning, according to Stocktwits data.<img src="https://news.stocktwits-cdn.com/ZS_jpg_6ec3092475.webp" alt="ZS.jpg">One user said they were buying the dip.<stembedurl>https://stocktwits.com/ItsTheEagle/message/646101851</stembedurl>Another user saw “huge upside going forward.”<stembedurl>https://stocktwits.com/SPG565/message/646035947</stembedurl>Year-to-date, ZS shares have declined more than 37%.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/dell-stock-surges-moving-average-quarterly-results/cZTcVoVRIT1">DELL Stock Breaks 100-DMA For First Time In Over Two Months – Here’s Why Analysts Are Bullish</a> For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

ZS Stock Tanks To 30-Month Lows: Analysts Slash Target Price, But Retail Wants To Add More

The company posted a 26% growth in second-quarter revenue to $815.8 million, above estimates of $815.7 million, according to Fiscal.ai data.

<ul class="summary-bullets"><li>The report highlights an 89% annual surge in operations tied to AI-enabled actors.&nbsp;</li><li>The average “breakout time” for eCrime incidents dropped to 29 minutes in 2025, with the quickest case unfolding in just 27 seconds.</li><li>The firm recorded a sharp uptick in intrusion speed compared with last year.</li></ul>CrowdStrike Holdings Inc. (CRWD) has issued its 2026 Global Threat Report, warning that artificial intelligence is dramatically speeding up cyberattacks while widening the range of corporate systems vulnerable to intrusion.&nbsp;The cybersecurity firm found that criminals are breaching networks faster than ever, shrinking response windows for security teams across industries.<h2 class="st-heading-2">AI As Both Weapon And Target</h2>The report highlights an 89% annual surge in operations tied to AI-enabled actors.&nbsp;The average “breakout time” for eCrime incidents dropped to 29 minutes in 2025, with the quickest case unfolding in just 27 seconds. Attackers also compromised more than 90 organizations' generative AI platforms, embedding harmful prompts to steal credentials and digital assets.<a href="https://stocktwits.com/symbol/CRWD">CrowdStrike stock</a> inched 0.3% higher in Tuesday’s premarket. On Stocktwits, retail sentiment around the stock changed to ‘extremely bullish’ from ‘bullish’ territory the previous day amid ‘extremely high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_24_053917_png_f5e81f0b99.webp" alt="CRWD’s Sentiment Meter and Message Volume as of 05:45 a.m. ET on Feb. 24, 2026 | Source: Stocktwits" width="930" height="102"><figcaption>CRWD’s Sentiment Meter and Message Volume as of 05:45 a.m. ET on Feb. 24, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Breakout Times Hit Record Lows</h2>The firm recorded a sharp uptick in intrusion speed compared with last year, noting that one breach saw data extraction begin within four minutes of entry.&nbsp;“This is an AI arms race,” said Adam Meyers, head of counter-adversary operations at CrowdStrike. “Adversaries are moving from initial access to lateral movement in minutes. AI is compressing the time between intent and execution while turning enterprise AI systems into targets.”Attackers increasingly exploited previously unknown software flaws, with 42% of vulnerabilities used before public disclosure. Cloud-focused incursions climbed 37% year-on-year.<h2 class="st-heading-2">CRWD Earnings Next Week</h2>CrowdStrike stock dropped over 9% on Monday, after Anthropic introduced a new Claude AI security tool that checks code for weaknesses and recommends specific fixes.&nbsp;The cybersecurity provider is scheduled to report&nbsp;fourth-quarter (Q4) earnings on March 3. Analysts expect a Q4 revenue of $1.29 billion and earnings per share (EPS) of $1.1, according to Fiscal AI data.&nbsp;CRWD stock has declined by more than 10% over the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/lite-stock-heads-for-4th-day-in-green-morgan-stanley-bets-on-ai-optics/cZRvqJuR4z8">LITE Stock Heads For 4th Day In Green: Morgan Stanley Bets On AI Optics, Retail Is Bullish</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

CrowdStrike Warns AI Is Fueling Faster Cyberattacks – They Can Now Spread In Under 30 Minutes 

The findings come as CRWD heads into Q4 earnings next week amid rising competition in AI security tools.

<ul class="summary-bullets"><li>Last week, Anthropic announced a new AI security feature in Claude, sending cybersecurity stocks down.</li><li>However, Dan Ives, managing director at Wedbush Securities, noted in a social media post that Anthropic’s Claude Security is actually an opportunity for cybersecurity companies.&nbsp;</li><li>CRWD shares have a 12-month average price target of $543.06, based on estimates from 53 analysts, according to Koyfin data.</li></ul>Shares of Crowdstrike Holdings Inc. (CRWD) declined nearly 11% on Monday, extending their fall from last week after Anthropic announced a new security feature in Claude AI to scan code for vulnerabilities and suggest targeted fixes.However, Dan Ives, managing director at Wedbush Securities, noted in a social media post that Anthropic’s Claude Security is actually an opportunity for companies like Crowdstrike, Palo Alto Networks Inc. (PANW), and Zscaler Inc. (ZS).Meanwhile, Stifel lowered its price target on CrowdStrike to $480 from $600 and kept a ‘Buy’ rating on the shares, according to TheFly.<h2 class="st-heading-2">The Claude Opportunity</h2>In a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/DivesTech/status/2025934051350376903">post</a> on X on Monday, Ives said that Anthropic’s code tool that is targeted at the cybersecurity market is a validation of the firm’s thesis that cybersecurity is the next frontier for the AI Revolution.He also added that Claude would not replace security vendors, but would open an opportunity for them. “Based on all checks Claude will not replace vendors….BUT speaks to oppy on doorstep for PANW, CRWD, ZS,” Ives said, essentially dismissing the selloff in the market. &nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_24_at_12_50_48_AM_png_530034726d.webp" alt="Screenshot 2026-02-24 at 12.50.48 AM.png" width="1202" height="412"></figure>&nbsp;Meanwhile, Stifel’s downgrade comes ahead of Crowdstrike’s fiscal fourth-quarter (Q4) earnings expected on March 3. The firm said that after the previous quarter, it surveyed 25 of the company’s resellers about their quarterly results and expectations for the year, with results indicating that the quarter marked a second consecutive period of modest improvement, with a higher share of VARs meeting expectations at the very least.Meanwhile, CRWD shares have a 12-month average price target of $543.06, based on estimates from 53 analysts, according to Koyfin data. Of those covering the stock, 37 have a rating of ‘Buy’ or more or the company’s shares.<h2 class="st-heading-2">What Is Retail Saying?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/CRWD">CRWD shares</a> jumped from ‘bullish’ to ‘extremely bullish’ over the past 24 hours amid ‘extremely high’ message volumes.One bullish user said that more AI would create the need for more cybersecurity.<stembedurl>https://stocktwits.com/drewLA/message/645639672</stembedurl>&nbsp;CRWD stock has declined more than 11% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/nvidia-teams-up-with-top-firms-to-bring-ai-driven-push-to-ot-cybersecurity/cZRtwiMR4yn">Nvidia Teams Up With Top Firms To Bring AI-Driven Push To OT Cybersecurity</a>

CRWD Stock Tumbles In Cybersecurity Rout — What Is Wall Street Saying? 

Stifel lowered its price target on CrowdStrike to $480 from $600 and kept a ‘Buy’ rating on the shares.

CRWD Stock Tumbles In Cybersecurity Rout — What Is Wall Street Saying?

<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>Palo Alto forecast Q3 profit that missed expectations and trimmed its 2026 profit view.</li><li>Second-quarter results came in higher than expected.</li><li>Stocktwits sentiment for PANW shifted to ‘neutral’ from ‘extremely bullish.’</li></ul>Palo Alto Networks, Inc. stock declined 8.4% in extended trading on Tuesday, after the latest&nbsp;quarterly results pointed to margin pressure at the cybersecurity firm from rising memory chip costs.Palo Alto forecast third-quarter adjusted profit between $0.78 and $0.80 per share, which fell short of analysts’ average estimate of $0.92 per share. It even adjusted its fiscal 2026 profit view to $3.65-$3.70 per share, down from&nbsp;a prior view of $3.80-$3.90 per share.<h2 class="st-heading-2">Memory Prices, AI Overhangs</h2><blockquote>“We observed a marginal impact on product COGS (cost of goods sold) this quarter from higher memory and storage pricing, but we believe we are well positioned to manage through these dynamics,” CFO Dipak Golechha said on the earnings call.</blockquote>The issue has raised cost concerns across electronics makers such as Apple Inc. and Lenovo, as well as automakers and other industries. Memory chips and storage devices are in short supply amid surging demand from AI data centers, a fast-growing segment, prompting manufacturers to raise prices.The forecast update comes as software stocks are being&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/from-adbe-to-msft-to-crm-legacy-software-stocks-get-smoked-on-new-ai-fears/cZbSntUR4mU/amp">hammered</a> amid fresh concerns that new AI tools in the market and those in development will reduce demand for niche software.&nbsp;<a href="https://stocktwits.com/symbol/PANW">Palo Alto shares</a> had already shed over 11% year to date before the report.<h2 class="st-heading-2">Q2 Results, Forecast Update</h2>Palo Alto said demand for its cybersecurity solutions remained healthy. “We saw continued strength in platformizations, a trend that is accelerating due to AI – customers are keen to both modernize and normalize their cybersecurity stack, aligning them to our approach,” CEO Nikesh Arora said. “We also saw steady and strong adoption of AI security, which we expect will be a long-term trend.”Palo Alto earned $1.03 per share, on&nbsp;an adjusted basis, on $2.59 billion in revenue – beating analysts’ expectations of $0.94 per share profit and $2.58 billion in revenue. It even raised its full-year revenue view to $11.28 billion to $11.31 billion, up from $10.5 billion to $10.54 billion.<h2 class="st-heading-2">Retail’s Reaction</h2>On Stocktwits, the retail sentiment for PANW flipped to ‘neutral’ as of late Wednesday, from ‘extremely bullish’ the previous day, with users debating whether the stock drop was an overreaction or a justified repricing, even as AI's evolving impact on cybersecurity demand remains a key talking point.“Buying here big time.. This is way too cheap. I can be patient! Not going to get scared,”&nbsp;<a href="https://stocktwits.com/Vacationforever25/message/645167479">said</a> a user, while another&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/BullseyeGains/message/645178784">said</a> PANW is the most overvalued cybersecurity stock and not worth buying even after the dip.Meanwhile, Palo Alto continued its acquisition spree, saying before the bell that it agreed to buy the agent-based endpoint security company Koi, following its purchases of Chronosphere and CyberArk.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Why Did Palo Alto Networks Stock Tumble Over 8% In After-Hours Trading?

The cybersecurity firm’s stock extended losses from prior weeks amid the broader tech selloff.

<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 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>The company's total revenue was helped by growth in network services whose revenue represented 19% year-over-year growth. Security revenue showed 32% year-over-year growth.&nbsp;</li><li>Fastly also swung to profit in the fourth quarter compared to the year-ago.</li><li>Fastly said it expects total revenue in the range of $168 million to $174 million for the first quarter of 2026. Analysts expected Q1 2026 revenue of $159.6 million, as per fiscal.ai.&nbsp;</li></ul>Fastly (<a href="https://stocktwits.com/symbol/FSLY">FSLY</a>) shares soared 25% in extended hours of trading on Wednesday after its record fourth-quarter revenue beat estimates.&nbsp;The rally in the stock turned investors bullish on the stock with predictions of the stock to rise 100% by the end of Feb.&nbsp;<a href="https://stocktwits.com/BullyingTheBearss/message/644734186">https://stocktwits.com/BullyingTheBearss/message/644734186</a>The company posted a fourth quarter revenue of $172.6 million that grew 23% year over year. Analysts on average expected revenue of $161.4 million as per data from fiscal.ai.&nbsp;"Our fourth quarter results mark an inflection in Fastly’s growth as we achieved record revenue, gross margin, and operating profit,” said Kip Compton, CEO of Fastly. “In 2025 we made significant progress on Fastly’s transformation and delivered great results.”<h2 class="st-heading-2">Q4 Snapshot</h2>The company's total revenue was helped by growth in network services whose revenue represented 19% year-over-year growth. Security revenue showed 32% year-over-year growth.&nbsp;The company also swung to profit in the fourth quarter compared to the year-ago. It reported adjusted net income per diluted share of $0.12, compared to adjusted net loss per diluted share of $0.02 in the fourth quarter of 2024.The company said it generated $22.4 million of operating cash flow compared to $5.2 million of operating cash flow in the fourth quarter of 2024.&nbsp;<h2 class="st-heading-2">Outlook</h2>Fastly said it expects total revenue in the range of $168 million to $174 million for the first quarter of 2026. Analysts expected Q1 2026 revenue of $159.6 million, as per fiscal.ai.&nbsp;It said its full year-revenue is expected to be in the range of $700 million to $720 million. The higher end of the FY2026 forecast shows 15% growth in full year revenue compared to $624 million it reported for FY2025.&nbsp;It also said it expects adjusted profit to be in the range of $0.07 per share to $0.10 per share for Q1 2026. Analysts on average expected adjusted profit to be $0.01 per share.&nbsp;“As we look toward 2026, we anticipate continued momentum, with AI as an increasing tailwind for our business,” Compton added.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around FSLY trended in ‘bullish’ territory amid ‘high’ message volume.&nbsp;One user, however, said that Fastly’s earnings did not impress them, except for free cash flow and profitability.&nbsp;<stembedurl>https://stocktwits.com/starwarsjunkie7/message/644734123</stembedurl>Shares in the company have risen 17% over the past year.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/crypto-token-uni-rises-how-did-blackrock-drive-the-rally/cZb6jCHR4Ad">Crypto Token UNI Jumps 14% - How Did BlackRock Drive The Rally?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Employees work at Fastly's office in San Francisco on Friday, July 20, 2018. 

Why Is Retail Seeing 100% Jump In Fastly’s Stock By Month-End?

The company posted a fourth quarter revenue of $172.6 million that grew 23% year over year. Analysts on average expected revenue of $161.4 million as per data from fiscal.ai. 

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