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Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is experiencing significant volatility as investors weigh aggressive AI infrastructure expansion and a fuel cell partnership against broader software sector weakness. While some in the community see the current price action as a strategic shakeout of weak hands, others remain cautious due to concerns over high debt and shifting sentiment toward AI-driven software.

Globalstar, Inc. engages in the provision of mobile satellite services. It offers voice and data communications services to the following markets: recreation and personal, government, public safety and disaster relief, oil and gas, maritime and fishing, natural resources, mining, and forestry, construction, utilities, and transportation. The company was founded in November 2003 and is headquartered in Covington, LA.

Globalstar Inc.

Globalstar is experiencing intense trading activity driven by reports of Amazon entering advanced buyout talks to bolster its satellite internet network. While the community is actively debating the potential for a bidding war involving major sector players, many long-term shareholders are pushing back against lower valuation figures, emphasizing the strategic scarcity of the company's spectrum assets and its established partnership with Apple.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is currently trending as investors digest a major long-term deal with Google to develop custom AI chips and an expanded partnership with Anthropic, sparking debate over whether the stock's valuation fully reflects its role as a core infrastructure enabler. Community discussions are split between those viewing the partnership as a long-term catalyst for growth and others skeptical of the broader semiconductor sector's ability to maintain high AI-driven demand amidst market volatility.

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

Amazon.com Inc.

Amazon.com Inc

Amazon is trending as shareholders react to a bullish letter from CEO Andy Jassy, which revealed significant growth in AWS AI services and custom silicon revenue. The community is actively discussing the company's massive capital expenditure plans and potential for infrastructure dominance, fueling optimistic sentiment around its long-term positioning against other tech heavyweights.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQ is trending due to a flurry of positive catalysts, including a landmark partnership with the University of Cambridge and a new stock registration filing that has kept trading volume high. The community is actively debating the stock's future, balancing enthusiasm for its quantum networking and hardware progress against concerns over dilution and high volatility as the sector experiences significant revaluation.

Lucid Group, Inc. manufactures electric vehicles. It designs, develops, and builds energy storage systems for electric vehicles and supplies automakers with the battery pack system needed to power hybrid, plug-in, and electric vehicles. The company was founded in December 2007 and is headquartered in Newark, CA.

Lucid Group Inc

Lucid Group is experiencing heightened volatility driven by the expansion of its robotaxi partnership with Uber and the announcement of a significant capital raise, even as investors debate the impact of the newly appointed CEO. Community sentiment remains polarized, with many traders focusing on potential dilution and production hurdles while others look toward the company's long-term pivot to a mainstream, higher-volume vehicle platform.

JPMorgan Chase & Co. is a financial holding company, which engages in the provision of financial and investment banking services. The firm focuses on investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. It operates through the following segments: Consumer and Community Banking (CCB), Commercial and Investment Bank (CIB), Asset and Wealth Management (AWM), and Corporate. The CCB segment originates and services mortgage loans. The CIB segment makes markets and services clients across fixed income, foreign exchange, equities, and commodities. The AWM segment provides initial capital investments in products such as mutual funds and capital invested alongside third-party investors. The Corporate segment manages its liquidity, funding, capital, structural interest rate, and foreign exchange risks. The company was founded in 1799 and is headquartered in New York, NY.

JPMorgan Chase & Co.

JPMorgan Chase & Co

JPMorgan Chase is trending as investors weigh strong core banking operations against concerns over slowing loan growth, credit provisions, and management's cautious commentary on geopolitical and economic risks. The community remains divided, with some traders focused on the stock's resilience and institutional positioning, while others emphasize broader sector headwinds and potential downside risks in the current rate environment.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal Holdings is currently a major focus for traders as the stock experiences tight consolidation following a period of intense volatility and analyst scrutiny. Investors are actively debating the company's long-term valuation relative to its aggressive share buyback programs, while speculating on potential strategic shifts or M&A activity under new leadership.

Avis Budget Group, Inc. engages in the provision of vehicle sharing and rental services. It operates through the Americas and International segments. The Americas segment includes vehicle rental and car sharing operations in North America, South America, Central America, and the Caribbean. The International segment is involved in vehicle rental and car sharing operations in Europe, the Middle East, Africa, Asia, and Australasia. The company was founded in 1946 and is headquartered in Parsippany, NJ.

Avis Budget Group Inc

Avis Budget Group is experiencing massive volatility and elevated short interest, drawing comparisons to previous meme stock squeezes as retail investors debate whether the parabolic price action is driven by fundamental momentum or an unsustainable short-squeeze trap. The community is sharply divided, with bulls pointing to historical squeeze patterns and potential sector rotation, while bears highlight deteriorating fundamentals and the risks of holding through highly overbought technical levels.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

Credo Technology is capturing market attention after announcing the acquisition of DustPhotonics, a strategic move that positions the company as a full-stack player in high-speed optical and electrical connectivity. Investors are actively debating the company's dual-track growth roadmap and long-term potential as a critical AI data center infrastructure provider, with sentiment shifting toward optimism as the stock gains momentum alongside strong sector-wide interest in silicon photonics.

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<ul class="summary-bullets"><li>The deal is reportedly worth between $250 million and $350 million, according to people familiar with the matter.&nbsp;</li><li>This represents a premium of at least 25% compared to the startup’s last valuation of around $200 million.</li><li>The reported deal announcement comes amid growing cybersecurity concerns in the market.</li></ul>Cisco Systems Inc. (CSCO) is reportedly considering buying Israeli cybersecurity startup Astrix Security for at least $250 million.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/articles/cisco-talks-buy-ai-security-startup-astrix-least-250-million?rc=prcjzy">report</a> from The Information, citing people familiar with the matter, Cisco is currently in talks to acquire the firm that primarily sells software geared toward monitoring and securing artificial intelligence agents.The reported deal announcement comes amid growing cybersecurity concerns in the market. Cisco President Jeetu Patel reportedly flagged the risk of AI agents going rogue as a big problem to consider to The Information earlier.Meanwhile, earlier this week, <a href="https://stocktwits.com/news-articles/markets/equity/nvidia-amazon-apple-partner-with-anthropic-on-ai-cybersecurity-effort-project-glasswing/cZJBGALRIqT">Anthropic announced its ‘Project Glasswing,</a>’ a new cybersecurity initiative to improve software vulnerability detection, marking a watershed moment for AI security.<h2 class="st-heading-2">Deal Contours</h2>Cisco’s potential acquisition deal is reportedly worth between $250 million and $350 million, according to people familiar with the matter. This represents a premium of at least 25% compared to Astrix Security’s last valuation of around $200 million, as per the report.The deal discussions are currently underway, The Information reported, adding that the companies may not reach an agreement.The report also confirmed that spokespeople for Cisco and Astrix did not respond to requests for comments on the deal.Patel had previously told The Information that AI agents would pose a significant threat. “You have to delegate work to these agents and the difference between delegation and trusted delegation is the difference … between bankruptcy and market leadership,” he had reportedly said after Cisco had announced updates to its software to protect against risks from AI agents.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/CSCO">CSCO shares</a> was in the ‘bullish’ territory, amid ‘high’ message volumes.CSCO shares have gained more than 45% in the past 12 months. Meanwhile, <a href="https://stocktwits.com/symbol/Cibr">First Trust NASDAQ Cybersecurity ETF</a> (CIBR), which tracks American cybersecurity companies, has declined 1.49% in the same time, while the <a href="https://stocktwits.com/symbol/hack">Amplify Cybersecurity ETF</a> (HACK) has gained 1.76%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/net-stock-heads-for-worst-drop-in-over-2-years-retail-goes-bottomfishing/cZJ0SLBRItM">NET Stock Heads For Worst Drop In Over 2 Years — Retail Goes Bottomfishing Amid Software Selloff</a>

In this photo illustration, the logo of Cisco Systems, Inc. is displayed on a smartphone screen(Photo illustration by Cheng Xin/Getty Images)

Cisco Reportedly Mulls Buying Israeli Cybersecurity Startup For At Least $250M As Concern Over AI Agents Mount

According to a report from The Information, Cisco is currently in talks to acquire Astrix Security, which primarily sells software geared toward monitoring and securing AI agents. 

Equity

<ul class="summary-bullets"><li>CRWD posted its best day in over six months.</li><li>JPMorgan named PANW as its top pick in the cybersecurity space.</li><li>Stocktwits retail sentiment shifted to ‘extremely bullish’ for CRWD and ‘bullish’ for PANW.</li></ul>AI startup Anthropic’s announcements typically trigger a selloff in software and cybersecurity stocks, but that was not the case on Tuesday.The Claude AI developer announced a new cybersecurity initiative called Project Glasswing, in which several partners would gain access to its yet-to-be-released Mythos Preview AI model for “defensive purposes.”Shares of CrowdStrike and Palo Alto Networks, named partners in the project, surged sharply on the news. CRWD gained 6.2% in its best single-day performance in over six months, while PANW gained nearly 5%.The stocks rose a further 2.4% in the overnight session heading into Wednesday, after the U.S. announced a temporary ceasefire deal with Iran, lifting market sentiment.&nbsp;The moves are notable, as CrowdStrike and Palo Networks have seen their stocks drop 9.7% and 7.8%, respectively, year to date, amid fears that improved AI models from companies like Anthropic and OpenAI would reduce demand for their cybersecurity solutions.Those concerns specifically hit the cybersecurity space on March 27 after Fortune reported that Anthropic was developing the new Claude model, Mythos.<h2 class="st-heading-2">What Is Anthropic’s Project Glasswing?</h2>“We have launched Project Glasswing, an effort to use Mythos Preview to help secure the world’s most critical software, and to prepare the industry for the practices we all will need to adopt to keep ahead of cyberattackers,” Anthropic said in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://red.anthropic.com/2026/mythos-preview/">blog post</a> on Tuesday.Other partners in the project include Nvidia, Amazon Web Services, Apple, Google, and Microsoft. The blog also revealed various technical aspects of the model.<h2 class="st-heading-2">Analyst, Retail View On CRWD, PANW</h2>JPMorgan announced Palo Alto as its top pick in the cybersecurity space, and expects the shares to rip higher as the company positions its platform as a critical layer in the AI security stack.The research firm also cited an upbeat view on the company’s recently completed $25 billion acquisition of CyberArk.On Stocktwits, the retail sentiment for&nbsp;<a href="https://stocktwits.com/symbol/CRWD">CrowdStrike</a> flipped to ‘extremely bullish’ from ‘bearish’ the previous day, while the sentiment for&nbsp;<a href="https://stocktwits.com/symbol/PANW">Palo Alto</a> turned ‘bullish’ from ‘neutral.’A user&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/The_Reaper/message/649633171">noticed</a> the reverse head-and-shoulders pattern forming on CRWD charts, which is seen as a key bullish signal.<stembedurl>https://stocktwits.com/The_Reaper/message/649633171</stembedurl>For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/open-s-home-acquisitions-rise-sharply-retail-traders-stay-on-sidelines-as-stock-trades-38-off-year-s-high/cZJOFmwRIq1">OPEN’s Home Acquisitions Rise Sharply — Retail Traders Stay On Sidelines As Stock Trades 38% Off Year’s High</a>&nbsp;

In this photo illustration, the CrowdStrike Holdings logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

CrowdStrike, Palo Alto Stocks Surge — Anthropic’s Latest AI Rollout Turns Into Tailwind For Once

Anthropic has partnered with the cybersecurity firms and others to test a new AI model “to help secure the world’s most critical software.”

<ul class="summary-bullets"><li>FSLY stock has risen more than 157% so far in 2026, and has gained 271% in a year.&nbsp;</li><li>Fastly reported Q4 results in February, posting quarterly revenue of $172.61 million, compared to consensus expectations of $161.36 million.</li><li>Earlier this month, Scott Lovett, Fastly's President of Go to Market, sold shares worth about $1.55 million, while Artur Bergman, Chief Technology Officer, disclosed an indirect sale worth about $683,000.</li></ul>Fastly Inc. (FSLY) stock surged over 8.5% on Wednesday morning, hitting a 52-week high and soaring past Wall Street estimates.The cloud computing company’s shares reached $26.45, well above analysts’ 12-month average target of $13.71, according to data from Koyfin.Meanwhile, retail traders on Stocktwits cautioned about a flurry of selloffs by company executives, fueling concerns over long-term sustainability.<h2 class="st-heading-2">Fastly Performance</h2>FSLY stock has risen more than 157% so far in 2026, while having rallied 271% in a year, at the time of writing.While the company’s shares are currently trading at a price almost double that of Street consensus numbers, earlier this month, RBC Capital raised its price target on the company from $12 to $20. The analyst kept a ‘Sector Perform’ rating on the shares.RBC Capital touted the company’s improving execution and multiple expansion after hosting investor meetings with its management team, adding that it was positive on the company.Meanwhile, Fastly reported fourth-quarter (Q4) results in February, beating expectations. The company posted quarterly revenue of $172.61 million, compared to consensus expectations of $161.36 million. Meanwhile, it posted earnings about 116% higher than consensus estimates, reporting earnings per share of $0.12, compared to Street projects of $0.06.<h2 class="st-heading-2">Insider Selloff</h2>Despite the company’s strong performance, many executives have offloaded its shares in recent days.Earlier this month, Scott Lovett, Fastly's President of Go to Market, sold 73,715 shares worth about $1.55 million, at a weighted average price of about $21.06 per share. Meanwhile, Artur Bergman, Chief Technology Officer, disclosed an indirect sale of 40,000 shares for about $683,000. The company’s CEO, CFO, and directors have also sold shares in recent months.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail users discussed insider sales. One user pointed out the insider sales, adding that the company was not profitable and would witness a “bloodbath” soon.<stembedurl>https://stocktwits.com/antho2020/message/647839428</stembedurl>&nbsp;Another user expressed disbelief over the fact that the market was buying a company that was being sold off by company executives.<stembedurl>https://stocktwits.com/csm711/message/647872539</stembedurl>&nbsp;Retail sentiment around <a href="https://stocktwits.com/symbol/FSLY">FSLY shares</a> stayed in the ‘bullish’ territory over the past 24 hours amid ‘low’ message volumes.Meanwhile, the <a href="https://stocktwits.com/symbol/HACK">Amplify Cybersecurity ETF</a> (HACK), which tracks the global cybersecurity industry, has gained 5% in the past year, while the <a href="https://stocktwits.com/symbol/clou">Global X Cloud Computing ETF</a> (CLOU) has declined about 8.5%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

FSLY Stock Hits 52-Week High, Soaring Past Street Estimates — Retail Flags Caution Over Insider Sales

Fastly shares reached $26.45 on Wednesday, well above analysts’ 12-month average target of $13.71, according to data from Koyfin. 

Beyond Defense: Why Are Cyber ETFs the Hottest War Trade Right Now?

Cyber ETFs like CIBR are gaining traction as the Middle East war fuels demand for digital defense, lifting cybersecurity stocks.

Are Tech ETFs New Safe Haven Amid Iran War?

Iran war volatility lifts oil and rattles stocks. But tech ETFs, powered by AI, cloud and cybersecurity demand, are emerging as surprising defensive plays.

Cyberwarfare Threat Rises: Time to Boost Cybersecurity ETF Exposure?

From AI expansion to cyberwarfare, cybersecurity ETFs may offer a compelling investment opportunity.

<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.

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.

Amplify ETF Trust - Amplify Cybersecurity ETF

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Software is bouncing hard today. Is this the start of a sustained recovery or just a dead cat bounce before we retest the lows?

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