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cybersecurity: Archive

Rajshree Sipani

Visa vs. Mastercard: Which Fintech Giant Is the Better Bet Now?

V edges out MA with a stronger balance sheet, lower valuation and growth in AI commerce, stablecoins and value-added services.

MANegative Net Change VPositive Net Change

Anirudha Bhagat

Zscaler vs. Fortinet: Which Cybersecurity Stock Is the Better Buy?

FTNT looks like the smarter buy as AI and SASE demand boost billings, margins and estimate revisions, while ZS shares lag.

FTNTPositive Net Change ZSNegative Net Change

Om Jaiswal

CRWD vs. PANW: Which Cybersecurity Stock Has an Edge Right Now?

CrowdStrike gains an edge over Palo Alto Networks as Falcon Flex adoption, stronger growth forecasts and rising ARR fuel investor optimism.

PANWPositive Net Change CRWDPositive Net Change

Yashwardhan Jain

Hack-Proof Your Portfolio: The Bull Case for Cybersecurity ETFs

As AI investments surge, AI-driven cyberattacks are rising in parallel, boosting the case for cybersecurity ETFs.

HACKPositive Net Change CIBRPositive Net Change IHAKPositive Net Change BUGPositive Net Change WCBRPositive Net Change SPAMPositive Net Change

Anirudha Bhagat

Zscaler Stock Soars 24% in a Month: Hold Tight or Book Profits?

ZS stock rises 24% in a month, but is still 55% below its 52-week high. AI Security momentum and a discounted valuation support holding.

FTNTPositive Net Change PANWPositive Net Change ZSNegative Net Change CRWDPositive Net Change

Yashwardhan Jain

Growing AI Risks & Defense Demand Boost Cybersecurity ETFs' Appeal

As AI adoption and cyberwarfare accelerate, cybersecurity ETFs may offer a compelling investment opportunity.

HACKPositive Net Change CIBRPositive Net Change IHAKPositive Net Change BUGPositive Net Change WCBRPositive Net Change SPAMPositive Net Change

Supriyo Bose

IBM Plummets 27% in 6 Months: Should You Reassess the Stock?

IBM is down 27% in six months as Anthropic's Claude Code targets COBOL mainframes. Can hybrid cloud, HashiCorp and watsonx lift it?

AMZNPositive Net Change MSFTPositive Net Change IBMPositive Net Change

Om Jaiswal

Palo Alto Networks Trades at Premium Valuation: How to Play the Stock

PANW trades at a premium valuation as acquisition costs, EPS pressure and rising cybersecurity competition weigh on near-term prospects.

SPositive Net Change FTNTPositive Net Change PANWPositive Net Change OKTAPositive Net Change

Om Jaiswal

CrowdStrike Stock Rises 19% in 3 Months: Time to Hold or Book Profits?

CRWD stock rises nearly 19% in three months on strong AI-driven demand, but slowing growth and premium valuation suggest a cautious stance.

CHKPPositive Net Change FTNTPositive Net Change ZSNegative Net Change CRWDPositive Net Change