Filtered library · Theme
Cybersecurity theme · 12 dossiers
Dossiers in the Cybersecurity theme — 12 stocks moving on the same story.
CurrentWorked on 11 October 2026 · accelerating.
All 12 are dated research with a published kill line — the level named in advance that would prove the call wrong.
All dossiers CRWD CrowdStrike Holdings, Inc. Medium CrowdStrike's record second-quarter subscription growth and AI-agent security demand still support the shares after a 5.7% pullback from their 6 October 2026 high. The ~1 December 2026 third-quarter report decides whether net new annual… FROG JFrog Ltd. Medium JFrog's 29% second-quarter revenue growth and raised $648M-$652M full-year guide keep its shares 6.5% under their 52-week closing high. The third-quarter report expected around 5 November 2026 decides whether JFrog raises that guide again… FTNT Fortinet, Inc. Medium Fortinet's firewall refresh and raised 2026 guidance hold the shares near their $191.27 52-week high, above the consensus analyst target; the 28 October 2026 third-quarter report shows whether billings and product revenue justify that… NTSK Netskope, Inc. Medium Netskope's 29% revenue growth and raised fiscal 2027 outlook keep its shares just above the $19.08 average analyst target. The fiscal Q3 report expected around 10 December 2026 decides whether revenue clears the $227–229 million guidance. PANW Palo Alto Networks, Inc. Medium Palo Alto Networks' case rests on AI security demand lifting its $14.10B–$14.20B fiscal 2027 revenue outlook. The shares closed at $398.50 on 8 October 2026, 5.1% under the 6 October 2026 record, and the fiscal Q1 report expected about 19… QLYS Qualys, Inc. Medium Qualys shares trade just below their $199.93 52-week high after a sector-wide Cybersecurity rally, above the $179.36 consensus target; the Q3 report expected around 3 November 2026 shows whether revenue clears the $185.5 million guidance… S SentinelOne, Inc. Medium SentinelOne's shares hold near a 52-week high on its AI-security story while net new recurring revenue grew only 4% and executives sold into the rally; OneCon 2026 on 20 October 2026 and the early-December Q3 report decide whether results… ZS Zscaler, Inc. Medium Zscaler's 6 October investor day reaffirmed fiscal 2027 guidance and set a path to more than $8 billion of recurring revenue by fiscal 2031, lifting analyst targets; the late-November or early-December report shows whether revenue beats… OKTA Okta, Inc. Low Okta's shares now fully price its role as the identity layer for AI agents, closing at a $220.21 high on 8 October 2026 near the $223 median target before any reported figure confirms it. The Q3 fiscal 2027 report, expected around 1… RBRK Rubrik, Inc. Low Rubrik's 33% subscription ARR growth supports the business, but the shares already trade at the $120 consensus target. The early-December report decides whether guidance rises enough to justify more gains. RPD Rapid7, Inc. Low Rapid7's turnaround rests on cost cuts lifting margins while its recurring revenue shrinks. The early-November Q3 report settles it: annualized recurring revenue needs to reach the roughly $812 million forecast and management needs to… TENB Tenable Holdings, Inc. Low Tenable's platform pivot shows in its reported mix, but guidance still caps 2026 revenue growth below 10%; the Q3 report, estimated for 4 November 2026, settles whether revenue clears the $273.0 million guidance ceiling.