Key Takeaways CrowdStrike expects Q4 revenues of $1.29B-$1.30B and EPS of $1.09-$1.11. CrowdStrike's Falcon Flex ARR topped $1.35B, rising over 200% year over year in Q3.CrowdStrike trades at 16.19X forward P/S, above industry peers, amid rising expenses.CrowdStrike Holdings (CRWD) is scheduled to report its fourth-quarter fiscal 2026 results on March 3, 2025.CrowdStrike anticipates revenues between $1.29 billion and $1.30 billion for the fourth quarter of fiscal 2026. The Zacks Consensus Estimate for Crowd ...

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Key Takeaways Allot's SECaaS ARR surged 60% year over year in Q3 2025, reaching 28% of total revenues.ALLT sees growth from Tier-1 telecom launches, rising subscribers and higher attach rates.Allot's Compax Venture deal expands SECaaS to MVNOs, boosting recurring revenue mix.Allot Ltd. (ALLT) is witnessing strong growth in its Cybersecurity as a Service (SECaaS) business, which is becoming the main driver for the company's revenue growth. In the third quarter of 2025, SECaaS annual recurring revenues (ARR) ...

RESTON, Va., Feb. 23, 2026 (GLOBE NEWSWIRE) -- Axonius Federal Systems LLC (AFS), the asset intelligence platform for unified security operations and exposure management for the public sector, today announced the appointment of Jared Vichengrad as senior vice president and general manager. Reporting directly to the AFS Board of Directors, Vichengrad will lead the company’s dedicated federal organization, overseeing strategy, execution, and growth across the U.S. federal market. Vichengrad brings more than 2 ...

Core Insights - Check Point Software Technologies Ltd. (NASDAQ:CHKP) is recognized as one of the 12 best tech stocks that exceeded earnings estimates [1] - The company reported Q4 EPS of $3.40, surpassing the consensus estimate of $2.77, while Q4 revenue was $744.9 million, slightly below the consensus of $746.42 million [4] - The calculated billings for the quarter reached $1.04 billion [4] Analyst Ratings and Price Targets - Wedbush lowered its price target for Check Point to $210 from $240 but maintained an Outperform rating, citing revenue alignment with expectations and strong demand across its product portfolio [1] - Baird analyst Shrenik Kothari also reduced the price target to $220 from $245 while keeping an Outperform rating, following the Q4 results [2] - Stephens lowered its price target to $210 from $240, maintaining an Overweight rating, describing the quarter as mixed but largely in line with expectations [2] Company Performance and Strategy - CEO Nadav Zafrir highlighted solid Q4 and full-year 2025 results, with revenue above the midpoint of the outlook and EPS exceeding expectations, driven by customer adoption of Hybrid Mesh Network and Workspace platforms [4] - The company plans to focus on securing customers' AI transformation and embedding AI-driven security throughout its portfolio in 2026, including the acquisition of Cyata to enhance its AI security capabilities [4] - Increased AI adoption is noted to be enabling more sophisticated attacks, reducing the attack lifecycle, which reinforces Check Point's role as a foundational security layer [1]

As filed with the Securities and Exchange Commission on February 20, 2026 Registration No. 333-293108 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ––––––––––––––––––––––––––––––––––––––– AMENDMENT NO. 1 TO FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 ––––––––––––––––––––––––––––––––––––––– Iron Dome Acquisition I Corp. (Exact name of registrant as specified in its charter) ––––––––––––––––––––––––––––––––––––––– | Cayman Islands | 6770 | N/A | | --- | --- | --- ...

Key Takeaways ALLT is expected to post Q4 revenues of $27.93M, up 12.2% Y/Y, with EPS of 7 cents.Allot's SECaaS ARR jumped about 60% Y/Y in Q3, lifting recurring revenues to 63% of total sales.ALLT trades at 4.21X forward sales, below sector and major cybersecurity peers.Allot Inc. (ALLT) is scheduled to report its fourth-quarter 2025 results on Feb. 25.The Zacks Consensus Estimate for Allot’s fourth-quarter 2025 revenues is pegged at $27.93 million, which implies growth of 12.2% from the year-ago reported ...

Fears that artificial intelligence (AI) will rapidly disrupt software companies have been overdone, according to JPMorgan. The bank’s strategists believe parts of the sector are more resilient than believed, creating a potential opportunity for investors. “Given the positioning flush, overly bearish outlook on AI disruption of software and solid fundamentals, we believe the balance of risks is increasingly skewed towards a rebound,” said Dubravko Lakos‑Bujas, Head of Global Markets Strategy. In a recent ...

Market Overview - Overseas stock markets showed mixed results, with the Euro Stoxx 50 down by -0.40%, China's Shanghai Composite up by +0.05%, and Japan's Nikkei Stock 225 down by -0.02% [1] - The S&P 500 Index closed down -1.57%, the Dow Jones Industrial Average down -1.34%, and the Nasdaq 100 Index down -2.04% [6] Earnings Reports - Over two-thirds of S&P 500 companies have reported earnings, with 76% beating expectations. S&P earnings growth is projected to increase by +8.4% in Q4, marking the tenth consecutive quarter of year-over-year growth [2] - Excluding the Magnificent Seven technology stocks, Q4 earnings are expected to rise by +4.6% [2] - Cisco Systems fell more than -12% after indicating that higher memory-chip prices would impact profitability [5][14] - ICON Plc closed down more than -39% due to an internal investigation into accounting practices, suggesting revenue may have been overstated by less than 2% [13] - Tyler Technologies reported Q4 total revenue of $575.2 million, below the consensus of $590.8 million, leading to a decline of more than -15% [14] Sector Performance - The Magnificent Seven technology stocks experienced a sell-off, with Apple down more than -5% and Amazon, Meta, and Tesla down more than -2% [10] - Trucking and logistics companies faced significant declines amid concerns over AI disruption, with Landstar Systems down more than -15% and CH Robinson down more than -14% [11] - Cryptocurrency-exposed stocks fell after Bitcoin declined by more than -3%, with Coinbase down more than -7% [12] Economic Indicators - US January existing home sales fell -8.4% month-over-month to a 16-month low of 3.91 million, below expectations of 4.5 million [3] - Lower bond yields supported stocks, with the 10-year T-note yield falling to a 2.25-month low of 4.10% [4][7] - UK Q4 GDP rose by +0.1% quarter-over-quarter and +1.0% year-over-year, which was weaker than expected [8]

We secure our customers' AI transformation through 4 strategic solution pillars, each one of them a platform of its own. hybrid mesh network security, securing the infrastructure, workspace security, securing the employees, exposure management that provides situational awareness and then finally, AI security across all of these pillars. We secure the hybrid mesh infrastructure across data centers, hybrid cloud, branch and SASE. And we have a very clear market differentiation for hybrid mesh. And our advanta ...