Zscaler Earnings Prediction Market Preview: Will Anthropic’s Claude Be a ‘Tailwind’?
Zscaler reports earnings after a 31% plunge as traders bet on breach, AI tailwinds and Claude while investors watch for a growth rebound.
BenzingayesterdayNET
The Memory Wall And Next Leg Of The AI Story: The Connection Bottleneck
The total HBM market is projected to grow from $35 billion in 2025 to $54.6 billion in 2026, an increase of more than 50% in a single year, with $100 billion in sight by 2028.
SeekingAlpha2 days agoNET
Citizens Reiterates Market Outperform on Cloudflare, Maintains $394 Price Target
Citizens analyst Patrick Walravens reiterates Cloudflare (NYSE:NET) with a Market Outperform and maintains $394 price target.
Benzinga4 days agoNET
Cloudflare (NET) Price Target Increased by 25.01% to 337.83
Fintel7 days agoNET
Shares of cybersecurity-related companies are trading higher amid sympathy with Crowdstrike and Okta after those companies reported better-than-expected financial results and raised their respective guidance metrics above estimates.
CRWD and OKTA
Benzinga8 days agoNET
CrowdStrike Posts Best Quarter Ever, but Cathie Wood's Ark Sells Shares Amid Cloudflare, Cerebras Buys
On Wednesday, Aug. 26, 2026, Ark Invest sold CrowdStrike and AMD shares after CrowdStrike's record quarter.
Benzinga8 days agoNET
Cybersecurity Earnings: A Reckoning for Triple-Digit Price Tags?
Cybersecurity stocks face a key earnings test as high valuations meet cooling momentum. Growth names like CrowdStrike, Cloudflare, SentinelOne vs value pick Check Point.
ChartMill14 days agoNET
$1000 Invested In Cloudflare 5 Years Ago Would Be Worth This Much Today
Cloudflare (NYSE:NET) has outperformed the market over the past 5 years by 8.0% on an annualized basis producing an average annual return of 19.4%. Currently, Cloudflare has a market capitalization of $106.96 billion.
Benzinga16 days agoNET
5 Cybersecurity Stocks with More Upside Ahead
Cybersecurity stocks are in the spotlight as ever-expanding AI demand now includes data safety and agent protection. While the broader AI sector has cooled, cybersecurity stocks have outperformed, fueling a rotation
Benzinga17 days agoNET
CrowdStrike Could Plunge 30% After Earnings
CrowdStrike Q1 FY27 beats and raised ARR guidance, but valuation looks stretched ahead of late-August Q2 earnings.
SeekingAlpha18 days agoNET
Cloudflare: I Exited My Position Way Too Early
Cloudflare's Q2 revenue rose 36% on big-customer growth and Workers adoption; FY26 guidance increased. Click here to read this latest analysis of NET stock.
SeekingAlpha18 days agoNET
Anthropic’s Revenue Could Soar From $47 Billion to $200 Billion by 2028 as Bankers Build a Massive AI Valuation Case Ahead of Its IPO: Report
Anthropic is reportedly projecting up to $200 billion in 2028 revenue as bankers weigh a potential $2 trillion IPO valuation.
Benzinga20 days agoNET
What's Going On With Cloudflare Stock Today?
Cloudflare Stock falls as investors digest a $2.5 billion zero-interest convertible note deal and dilution protections.
Benzinga21 days agoNET
