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Varonis (VRNS) delivered earnings and revenue surprises of +200.00% and +1.36%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

PANW shares surge 91.6% YTD as AI security demand and platformization fuel growth, but rising costs and premium valuation warrant caution.

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Fortinet, Zscaler and Qualys are positioned to benefit from rising cybersecurity demand, with AI innovation and earnings momentum shaping their growth prospects.

A stock with low volatility can be reassuring, but it doesn’t always mean strong long-term performance. Investors who prioritize stability may miss out on higher-reward opportunities elsewhere.

Key TakeawaysZscaler fell 14% in the past week as reports from Fortinet and Check Point and a tech selloff hit security stocks, Cloudflare among them. Fortinet beat estimates and still sank as its service revenue slowed, so Zscaler’s late-November report will likely need more than a beat.

A Deutsche Bank upgrade and a major AI infrastructure deal handed CrowdStrike two reasons to rally, yet the stock still fell. What that tells investors about the broader cybersecurity selloff is worth a closer look.