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Berkshire Hathaway, Inc. is a holding company, which engages in the provision of property and casualty insurance and reinsurance, utilities and energy, freight rail transportation, finance, manufacturing, and retailing services. It operates through the following segments: Insurance, Burlington Northern Santa Fe, LLC (BNSF), Berkshire Hathaway Energy (BHE), Pilot Travel Centers (PTC), Manufacturing, McLane, and Service and Retailing. The Insurance segment includes the underwriting of GEICO, Berkshire Hathaway Primary Group, and Berkshire Hathaway Reinsurance Group. The BNSF segment involves the operation of railroad systems. The BHE segment focuses on regulated electric and gas utility, power generation and distribution, and real estate brokerage activities. The PTC segment consists of managing travel centers and marketing of wholesale fuel. The Manufacturing segment refers to industrial, consumer and building products, home building, and related financial services. The McLane segment covers the wholesale distribution of groceries and non-food items. The Service and Retailing segment relates to the provision of shared aircraft ownership programs, aviation pilot training, electronic components distribution, retailing businesses, automobile dealerships and trailer, and furniture leasing services. The company was founded by Oliver Chace in 1839 and is headquartered in Omaha, NE.

Berkshire Hathaway Inc. - Ordinary Shares - Class B

Berkshire Hathaway is trending as investors debate the impact of Warren Buffett's transition away from active leadership and the company's decision to maintain record cash reserves rather than deploying capital into the current market rally. Community discussion centers on frustration over stagnant performance compared to broader indices, with many investors actively questioning the future direction of the conglomerate under CEO Greg Abel.

Algorand is a scalable, secure, and decentralized digital currency and smart contract platform. Its protocol uses a variation of Proof-of-Stake (PoS) called Pure PoS (PPoS) to secure the network and reach consensus on block production. Developers can build decentralized applications (dApps) using familiar programming languages, including Python, which Algorand supports natively. Its infrastructure enables various use cases, including payment systems, digital identity solutions, supply-chain tracking, and financial services. The protocol's architecture allows for tokenization of assets and the development of smart contracts, while its technical specifications support both retail users seeking basic transaction capabilities and enterprises requiring more, complex, blockchain solutions.

Algorand

Algorand is trending as members of the community point to recent Google research papers highlighting the protocol's post-quantum cryptography features as a potential long-term catalyst. While some investors remain cautious due to historical price performance, others are actively discussing institutional adoption narratives and technical developments as reasons to continue building their positions.

Cadrenal Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in developing novel therapy. It develops tecarfarin, a novel therapy with orphan drug indication, designed for the prevention of systemic thromboembolism of cardiac origin in patients with end-stage renal disease and atrial fibrillation. The company was founded by Quang X. Pham and Matthew K. Szot on January 25, 2022 and is headquartered in Ponte Vedra, FL.

Cadrenal Therapeutics Inc

Cadrenal Therapeutics, Inc.

Cadrenal Therapeutics is trending as the community reacts to the announced preliminary design for the Phase 3 clinical trial of its lead candidate, CAD-1005, for Heparin-Induced Thrombocytopenia. Investors are actively debating the company's long-term clinical prospects versus concerns regarding ongoing cash burn and the potential for future equity offerings.

Roku, Inc. engages in the provision of a streaming platform for television. It operates through the following segments: Platform and Devices. The Platform segment includes the sale of digital advertising and distribution of streaming services. The Devices segment is involved in the sale of streaming players, Roku-made televisions, smart home products and services, audio products, and related accessories. The company was founded by Anthony J. Wood in October 2002 and is headquartered in San Jose, CA.

Roku Inc - Ordinary Shares - Class A

Roku Inc

Roku is trending following a strong quarterly earnings report that featured an EPS beat and raised full-year guidance, driven by significant momentum in its platform and advertising business. Investors and community members are actively debating the stock's long-term valuation and potential for further institutional upgrades, as the company reaches a milestone of 100 million streaming households.

Avalanche is a high throughput smart contract blockchain&nbsp;platform. Validators secure the network through a proof-of-stake consensus protocol. It is said to be fast, low cost, and environmental friendly.

Avalanche

Avalanche (AVAX) is facing intense bearish sentiment and significant volatility, with community members expressing deep frustration over its weak performance compared to Bitcoin and other assets. While some traders view the current price drop as a long-term accumulation opportunity for RWA tokenization, others are actively panic-selling and calling for a broader crypto market exit amid fears of a deeper downturn.

AXT, Inc. engages in the design, development, manufacture and distribution of compound and single element semiconductor substrates. It also sells specialty material substrates and raw materials used to make substrates and other related products. The company was founded by Morris S. Young and Davis Zhang in 1986 and is headquartered in Fremont, CA.

AXT Inc

AXT Inc. is trending as investors debate whether the stock is a legitimate play on the critical indium phosphide supply chain bottleneck for AI infrastructure or an overvalued Chinese-led pump-and-dump scheme. Community discussion is polarized, with some highlighting high institutional interest and potential for parabolic gains, while critics point to massive insider selling, negative earnings, and concerns over significant upcoming share dilution.

Corvus Pharmaceuticals, Inc. engages in the development of immune modulator product candidates with the potential to treat solid cancers, T-cell lymphomas, autoimmune diseases, and infectious diseases. Its product pipeline includes B Cell Activator and Anti-CD73, Adenosine Production Inhibitor Anti-CD73, ITK Inhibitor, A2AR Inhibitor, Anti-CXCR2, and A2BR Inhibitor. The company was founded by Richard A. Miller, Peter A. Thompson, Joseph J. Buggy, and Erik Verner on January 27, 2014 and is headquartered in South San Francisco, CA.

Corvus Pharmaceuticals Inc

Corvus Pharmaceuticals is currently trending as investors focus on the potential of its lead asset, soquelitinib, following positive analyst price target initiations and anticipation surrounding upcoming data readouts. The community remains deeply divided, with bulls highlighting the drug's oral delivery and unique mechanism as a buyout candidate, while bears point to the stock's recent volatility and the risks inherent in early-stage clinical trials.

Venture Global, Inc. engages in the provision of United States liquefied natural gas sourced from resource rich North American natural gas basins. It operates through the following segments: Calcasieu Project, Plaquemines Project, CP2 Project, and Sales and shipping. The company was founded by Michael Sabel and Robert Pender in 2023 and is headquartered in Arlington, VA.

Venture Global Inc. - Ordinary Shares - Class A

Venture Global Inc

Venture Global is trending as investors weigh the stock's long-term growth potential against market volatility driven by regional geopolitical tensions and evolving natural gas supply constraints. The community is actively debating whether the current price represents a buying opportunity ahead of upcoming earnings or if it will continue to trade in a range bound by persistent rumors regarding regional stability.

Walmart, Inc. engages in the retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following business segments: Walmart U.S., Walmart International, and Sam's Club. The Walmart U.S. segment operates as a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, including walmart.com. The Walmart International segment includes operations of wholly-owned subsidiaries in Canada, Chile, China, and Africa, and majority-owned subsidiaries in India, as well as Mexico and Central America. The Sam's Club segment manages membership-only warehouse clubs and operates samsclub.com. The company was founded by Samuel Moore Walton and James Lawrence Walton on July 2, 1962 and is headquartered in Bentonville, AR.

Walmart Inc

Walmart is drawing significant community attention as it navigates a complex retail landscape, balancing news of its nationwide digital price tag rollout with mixed sentiment regarding its current valuation multiples. Investors are actively debating whether its status as a defensive 'safe haven' remains justified given rising operational pressures and ongoing insider activity.

Ardelyx, Inc. is a biopharmaceutical company, which engages in the business of developing and commercializing biopharmaceutical products. The firm is also involved in developing a unique and innovative platform that enables the discovery of new biological mechanisms and pathways to develop potent and efficacious therapies that minimize the side effects and drug-drug interactions frequently encountered with traditional, systemically absorbed medicines. The company was founded by Dominique Charmot, Peter G. Schultz, and Jean M. Frechet in October 2007 and is headquartered in Waltham, MA.

Ardelyx Inc

Ardelyx is trending following its Q4 2025 earnings report, which highlighted strong IBSRELA revenue growth and increased 2026 operating expenses, dividing community opinion while insider buying and a new LPGA partnership add to the conversation.

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Palo Alto CEO Nikesh Arora attends the VivaTech trade show on June 11, 2025, in Paris. (Photo by Chesnot/Getty Images)

Palo Alto CEO Calls AI-Led Software Selloff ‘Paranoid' — Sees Big Buying Window In Cybersecurity And Infra Stocks

The market’s “paranoid” and indiscriminate reaction to AI developments – driving a broad SaaS selloff – is likely to persist, Arora said

Equity

The market’s “paranoid” and indiscriminate reaction to AI developments – driving a broad SaaS selloff – is likely to persist, Arora said


<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. 

<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.

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