Stocks · News reference
Reference Details
Poisar stores the source's headline, summary and market tags for reference. Reporting and full article text remain with the original publisher.
Keep reading
On Wednesday, Allot (NASDAQ:ALLT) discussed second-quarter financial results during its earnings call. The full transcript is provided below. This content is powered by Benzinga APIs. For comprehensive financial data
On Thursday, Check Point Software (NASDAQ:CHKP) discussed second-quarter financial results during its earnings call. The full transcript is provided below. This transcript is brought to you by Benzinga APIs. For
Fortinet shares reached a 52-week high of $175.23 as the company reports strong Q2 2026 results with billings up 33% and product revenues surging 52%. Management raised full-year guidance, citing confidence in sustained AI-driven security demand. The company's unified security platform and AI-enhanced products position it well for enterprise AI adoption spending.
SentinelOne, an AI-powered cybersecurity company, has seen its stock decline from a 2021 high of $76.30 to around $24, trading below its $35 IPO price. While revenue grew from $93M to $1B over five years, growth has decelerated to an expected 20-21% for fiscal 2027, signaling the end of hypergrowth days. The company faces intense competition from larger players like Palo Alto Networks and CrowdStrike, macro headwinds affecting enterprise spending, and declining net revenue retention among enterprise customers. Analysts project modest 18% revenue CAGR through 2029, with the stock potentially reaching $15.4B market cap (86% gain) within three years if current trends hold, but remaining well below its all-time high.