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Palladyne AI Corp. engages in the design, development, and manufacture of industrial robotic systems that augment human performance by combining human intelligence, instinct, and judgment with the strength, endurance, and precision of machines to enhance employee safety and productivity. Its products include Palldyne IQ and Palladyne Pilot. The company was founded by Fraser M. Smith and Benjamin G. Wolff in 2015 and is headquartered in Salt Lake City, UT.

Palladyne AI Corp.

Palladyne AI is trending after announcing strong Q4 earnings, reaffirming robust FY26 revenue guidance, and securing new defense contracts for missile propulsion and an Air Force project advancing multi-domain swarming autonomy; this news is sparking community debate on its long-term growth potential amidst high short interest and market volatility.

Alpha Tau Medical Ltd. is a clinical-stage oncology therapeutics company, which focuses on the research, development, and commercialization of diffusing alpha-emitters radiation therapy for the treatment of cancer. The firm is involved in the clinical trials at cancer centers with indications that include skin cancer, oral cavity cancer, breast cancer, and pancreatic cancer. The company was founded by Uzi Sofer, Yona Keisari, and Itzhak Kelson in November 2015 and is headquartered in Jerusalem, Israel.

Alpha Tau Medical Ltd

ALPHA TAU MEDICAL LTD

Alpha Tau Medical ($DRTS) is trending as the community celebrates its groundbreaking Japan PMDA approval for Alpha DaRT, a significant validation that is fueling expectations for substantial upside with further clinical catalysts and increased institutional interest.

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 trending after delivering a strong earnings report driven by accelerated AI chip sales and an optimistic future outlook, including significant AI revenue targets and a new share repurchase program. The community is largely bullish on its growth and new OpenAI partnership, though some express caution about potential post-earnings volatility.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. It operates through the United States and International geographical segments. The firm offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

Trade Desk is trending following reports of early talks with OpenAI for ad sales and a massive $148 million insider share purchase by its CEO, sparking community excitement about a potential short squeeze and a major turnaround for the recently oversold stock.

JD.com, Inc. is a technology-driven E-commerce company, which engages in the sale of electronics products and general merchandise products, including audio, video products, and books. It operates in the following segments: JD Retail, JD Logistics, and New Businesses. The JD Retail segment offers online retail, online marketplace, and marketing services. The JD Logistics segment includes internal and external logistics businesses. The New Businesses segment is composed of JD Property, Jingxi, overseas businesses and technology initiatives. The company was founded on June 18, 1998, by Qiang Dong Liu and is headquartered in Beijing, China.

JD.com Inc - ADR

JD.com is a top trending stock as its Q4 earnings report highlights a net loss due to heavy investments and competitive pressures, yet also showcases resilient core retail, substantial cash, and ongoing shareholder returns through dividends and buybacks, fueling community debate about its undervalued status and strategic path in the challenging Chinese e-commerce sector.

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 (BULL) is trending as its recent earnings report sparks intense debate regarding reported EPS figures and growth trajectory. The community is split between those highlighting strong revenue, record customer asset growth, and an undervalued position compared to peers, versus concerns over high operating expenses and dilution from the Yorkville deal.

Liquidia Corp. operates as a holding company which engages through its subsidiary in developing and commercializing biopharmaceutical products and novel products development used in PRINT technology to transform the lives of patients. The company was founded in June 2004 and is headquartered in Morrisville, NC.

Liquidia Corp

Liquidia (LQDA) is gaining significant investor attention following impressive preliminary Yutrepia sales and early profitability, surpassing market expectations in the pulmonary hypertension space. The community is now keenly focused on an imminent court ruling regarding patent litigation against United Therapeutics, anticipating a favorable decision that many believe could further drive the stock's growth and acquisition potential.

Kura Oncology, Inc. operates as a clinical-stage biopharmaceutical company, which engages in the research and development of medicines for the treatment of cancer. Its pipeline includes Tipifarnib, which is a Farnesyl transferase inhibitor for HRAS Mutant Solid Tumors, Chronic Myelomonocytic Leukemia, KO-947, which is an ERK inhibitor for MAPK Pathway Tumors, and KO-539, which is a Menin MLL inhibitor for acute leukemias. The company was founded by Troy E. Wilson, Yi Liu, Pingda Ren and Antonio Gualberto on August 22, 2014 and is headquartered in San Diego, CA.

Kura Oncology Inc

Kura Oncology is trending as its Q4 earnings report highlighted early, albeit modest, revenue momentum and rapid payer coverage for its newly launched Komzifti, a perceived best-in-class menin inhibitor. The community is actively debating if the initial sales and strong cash runway into 2027 outweigh the reported top-line financial misses, contrasting its market entry against competitors in the oncology sector.

Veeva Systems, Inc. engages in the provision of industry cloud solutions for the global life sciences industry. Its solutions enable pharmaceutical and other life sciences companies to realize the benefits of modern cloud-based architectures and mobile applications for their most critical business functions, without compromising industry-specific functionality or regulatory compliance. The firm's customer relationship management solutions enable its customers to increase the productivity and compliance of their sales and marketing functions. Its regulated content management and collaboration solutions enable its customers to more efficiently manage regulated, content-centric processes across the enterprise. The company's customer master solution enables customers to more effectively manage complex healthcare provider and healthcare organization data. The company was founded by Mark Armenante, Peter P. Gassner, Doug Ostler, Mitch Wallace and Matthew J. Wallach on January 12, 2007, and is headquartered in Pleasanton, CA.

Veeva Systems Inc - Ordinary Shares - Class A

VEEV is trending following strong quarterly earnings and optimistic forward guidance that surpassed analyst estimates, showcasing its pricing power and defensibility as a vertical SaaS leader in the highly regulated life sciences sector. The community is actively discussing its robust growth, significant trading volume, and the potential for its Vault CRM and AI initiatives, while also noting ongoing competition with Salesforce.

BJ's Wholesale Club Holdings, Inc. engages in the operation of membership warehouse clubs. Its product categories include grocery, household and pet, television and electronics, furniture, computer and tablets, patio and outdoor living, lawn and garden, baby and kids, toys, home, health and beauty, appliances, and jewelry. The company was founded in 1984 and is headquartered in Marlborough, MA.

BJ`s Wholesale Club Holdings Inc

BJ's Wholesale Club Holdings Inc

BJ's Wholesale Club is trending following its Q4 '26 earnings report, which highlighted increased EPS and revenue alongside positive fiscal 2026 guidance. The community is actively discussing its valuation relative to peers like Costco and whether recent analyst downgrades are warranted, contrasting with a historical tendency for the stock to dip post-earnings.

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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. 

Current Price	$75.90
Prev Close	$75.25
Open	$75.37
Dividend Yield	N/A
50-Day Moving Average	$78.03
Beta	N/A
Avg. Volume	153,786.38
PE Ratio	N/A

52-Week High	$89.59
52-Week Low	$61.59
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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