Benzinga's 'Stock Whisper' Index: 5 Stocks Investors Secretly Monitor But Don't Talk About Yet

Benzinga Bulls and Bears: Palo Alto, Ciena, Lululemon

Benzinga examined the prospects for many investors’ favorite stocks over the last week — here’s a look at some of our top stories.

Shares of semiconductor and chip companies are trading higher. The broader industry may be rallying alongside memory and storage-related peers.

Why Credo Technology Sank This Week

Credo Technology stock plunged 29.5% this week despite beating earnings expectations with 114.7% revenue growth and 130% EPS growth. The sell-off was driven by margin pressure, with GAAP gross margins falling to 64.5% from 68% last quarter, and higher-than-expected stock-based compensation. At a valuation of ~50x true forward earnings when accounting for stock dilution, investors viewed the results as insufficient given the company's already high valuation.

Palo Alto's CEO Sees a $1 Trillion Cyber Replacement Cycle. 2 ETFs to Play It

PANW's post-earnings selloff highlights valuation risks even as AI could drive a $1 trillion cybersecurity upgrade cycle. These ETFs offer broader exposure.

3 Earnings Winners Setting Up for Another Leg Higher

Okta, Gartner, and Salesforce delivered strong earnings results and are forming constructive technical patterns suggesting potential for further gains. All three stocks, previously pressured by AI disruption concerns, are now demonstrating that AI may be an opportunity rather than a threat to established software and information-services businesses. The stocks are consolidating near highs with clear breakout levels, making them attractive for investors reconsidering the AI narrative.

Okta Stock Surges 29% Post Q2 Earnings: Should You Buy?

Okta reported better-than-expected Q2 fiscal 2027 earnings with revenues of $805 million (up 11% YoY) and adjusted EPS of $1.05, beating consensus estimates. The company showed strong enterprise demand with customers generating over $1 million ACV increasing 20%, and new AI-agent security products contributing 30% of quarterly bookings. Okta provided positive FY27 guidance expecting 10-11% revenue growth and raised its Zacks Rank to #2 (Buy).