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Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabets quarterly results sparked a sharp selloff as traders focused on the earnings shortfall, heavy AI infrastructure spending, negative free cash flow and concerns that AI search could pressure advertising; rapid Google Cloud growth offered a counterpoint. The community is split between viewing the drop as a buying opportunity and worrying that rising costs and search disruption may weigh on returns.

Iovance Biotherapeutics, Inc. engages in the development and commercialization of cell therapies using autologous tumor-infiltrating lymphocytes (TIL) for the treatment of cancer. Its products include Amtagvi (lifileucel), and Proleukin (aldesleukin). The firm also develops investigational TIL therapies for other solid tumor cancers. The company was founded by Robert T. Brooke on September 17, 2007 and is headquartered in San Carlos, CA.

Iovance Biotherapeutics Inc

Iovances positive Phase 2 lifileucel data in previously treated metastatic non-small cell lung cancer, and a scheduled webcast to discuss the results, are driving attention. Traders are largely enthusiastic and speculate about short covering, though claims of a data leak and predictions of a major rally are unconfirmed.

Alphabet Inc - Ordinary Shares - Class C

Alphabets earnings miss and heavy AI infrastructure spending, which pushed free cash flow negative, drove a sharp selloff despite strong Google Cloud growth. Traders are split between calling the drop an overreaction and buying the dip on cloud and AI demand, versus worrying that rising costs and slower Search growth may not deliver adequate returns.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsofts quarterly results topped expectations, with accelerating Azure growth and strong cloud demand tied to AI driving an initial after-hours rally. Traders welcomed the beat and outlook but debated whether the gains would hold, weighing cloud momentum against continued scrutiny of AI spending and cash flow.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNows mixed quarterly resultsan earnings miss and softer forward contract-growth guidance despite revenue growth and a higher AI outlooksparked a sharp selloff. Traders are split between viewing the decline as an overreaction to a small miss and worrying that slowing growth, high valuation, and AI disruption threaten the software business.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Reports circulating among traders that Marvell is in advanced talks to acquire Lumentum have driven attention, but no deal is confirmed and some traders question the rumors credibility and whether Marvell could finance it. Bulls are anticipating a takeover premium, while skeptics warn of dilution and debt for Marvell and expect Lumentums sharp move could reverse.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Reports of advanced talks for Marvell to acquire Lumentum have driven discussion, though traders stress the reports are unverified and say no public deal has been confirmed. The reaction is divided: some see strategic value in AI data-center optics, while others worry the deal could require substantial debt or share dilution and weigh on MRVL.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Vikings Q3 update and conference call drew attention to VK2735s advancing Phase 3 program, but managements indication that commercialization remains years away and the lack of clarity on partnering versus launching independently weighed on sentiment. Traders debated whether the cash raised can fund development without further dilution, while bullish holders pointed to positive maintenance data and the obesity-drug pipelines potential.

Fortinet, Inc. provides cybersecurity solutions to a variety of businesses, such as enterprises, communication service providers, government organizations, and small to medium-sized businesses. Its product portfolio includes network security, secure access service edge, enterprise networking, security operations, application security, and operational technology. The company was founded by Ken Xie and Michael Xie in November 2000 and is headquartered in Sunnyvale, CA.

Fortinet Inc

Fortinets earnings report is driving a sharp selloff: traders point to a lowered service-revenue outlook and signs of slowing growth, despite a headline beat and higher overall guidance. The community is split between calling the drop an overreaction and seeing it as a valuation reset, with some buyers eyeing the dip and others expecting further weakness.

Chipotle Mexican Grill, Inc. engages in the business of developing and operating restaurants that serve a relevant menu of burritos, burrito bowls, quesadillas, tacos, and salads made using fresh, high-quality ingredients. The company was founded by Steve Ells in 1993 and is headquartered in Newport Beach, CA.

Chipotle Mexican Grill

Chipotles mixed third-quarter results are driving attention: comparable sales growth exceeded expectations, but earnings missed and restaurant margins narrowed, while the company kept its low-single-digit sales-growth outlook. Traders are split between viewing the sales momentum and store expansion as encouraging and worrying that cost pressure and weak growth will weigh on profitability.

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The selloff appears tied to Fortinets Q3 earnings reaction: despite beating revenue and EPS estimates and raising its full-year revenue outlook, traders focused on slowing growth, deceleration in product revenue and billings, and a weaker service outlook. Concerns about the forward growth profile and margins outweighed the headline beat.

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$FTNT Q3 &#39;26 Earnings Results &amp; Recap

• Reported GAAP EPS of $0.91 up 22.97% YoY
• Reported revenue of $2.08B up 20.49% YoY
• Fortinet expects FY2026 revenue of $8.13B to $8.22B, representing 20% year-over-year growth, and Q4 2026 revenue of $2.16B to $2.25B and diluted non-GAAP EPS of $0.93 to $0.95.

Stocktwits

 Q3 '26 Earnings Results & Recap

• Reported GAAP EPS of $0.91 up 22.97% YoY
• Reported revenue of $2.08B up 20.49% YoY
• Fortinet expects FY2026 revenue of $8.13B to $8.22B, representing 20% year-over-year growth, and Q4 2026 revenue of $2.16B to $2.25B and diluted non-GAAP EPS of $0.93 to $0.95.

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Stocktwits Earnings

• Reported GAAP EPS of $0.91 up 22.97% YoY
• Reported revenue of $2.08B up 20.49% YoY
• Fortinet expects FY2026 revenue of $8.13B to $8.22B, representing 20% year-over-year growth, and Q4 2026 revenue of $2.16B to $2.25B and diluted non-GAAP EPS of $0.93 to $0.95.

Fortinets non-GAAP gross margin was 79.6% versus 81.6% a year earlier; disclosed risks include security-market competition and pricing pressure, longer sales cycles, and technological changes including AI advances.

Fortinet delivered year-over-year revenue and product-revenue growth, introduced AI inspection and guardrails for FortiGate customers, and was recognized as a Hybrid Mesh Firewall Leader for the second consecutive year.

Cybersecurity Stocks Retreat From Record Highs — Citi Raises CRWD, PANW, ZS Targets On Improving Spending Momentum

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Extremely Bullish Sentiment

<ul class="summary-bullets"><li>Citi analyst Fatima Boolani said AI deployments are driving additional security investment.</li><li>Citi raised its Okta price target to $215 from $205 but kept its ‘Neutral’ rating.</li><li>Wells Fargo raised its FTNT price target to $160 from $135 but maintained an ‘Underweight’ rating</li></ul>Cybersecurity stocks are facing a market disconnect. On one hand, you have share prices pulling back from recent highs, but analysts see signs that enterprise spending is gaining momentum.&nbsp;On Thursday, Citi raised its targets on CrowdStrike (CRWD), Palo Alto Networks (PANW) and Zscaler (ZS), while Wells Fargo said channel checks pointed to improving demand heading into 2027.&nbsp;<a href="https://stocktwits.com/symbol/CRWD">CRWD stock</a> and PANW have fallen more than 13% from their Oct. 6 record closes, while Fortinet has retreated from its Oct. 13 peak. ZS and OKTA remain well below their 2021 peaks, down 41% and nearly 28%, respectively.The latest declines came amid a broader technology selloff and renewed concerns about competition. Cybersecurity stocks also came under pressure following reports that OpenAI was in early talks to acquire security startup Trail of Bits.<h2 class="st-heading-2">Analysts Bullish On Cybersecurity</h2>Despite the pullback, Citi struck a constructive tone on cybersecurity spending, citing encouraging findings from its latest chief information officer survey.According to The Fly, Citi analyst Fatima Boolani said cybersecurity spending trends have improved, with artificial intelligence (AI) deployments helping drive additional investment in security.The brokerage raised its CrowdStrike, Palo Alto Networks and Zscaler stock price targets, maintaining ‘Buy’ ratings on all three. The brokerage also raised its target price for OKTA stock, but kept the rating unchanged at ‘Neutral’.Wells Fargo also pointed to improving cybersecurity demand, with analyst Richard Poland raising <a href="https://stocktwits.com/symbol/FTNT">FTNT stock</a> price target to $160 from $135 while maintaining an Underweight rating, according to The Fly.<div><figure class="table"><table class="ck-table-resized"><colgroup><col><col><col><col><col></colgroup><tbody><tr><td>Stock</td><td>Rating</td><td>New Target</td><td>Previous Target</td><td>Implied Move From Oct 14 Close</td></tr><tr><td>CrowdStrike (CRWD)</td><td>Buy</td><td>$295</td><td>$260</td><td>+18.3%</td></tr><tr><td>Palo Alto (PANW)</td><td>Buy</td><td>$440</td><td>$410</td><td>+17.3%</td></tr><tr><td>Zscaler (ZS)</td><td>Buy</td><td>$260</td><td>$245</td><td>+17.8%</td></tr><tr><td>Okta (OKTA)</td><td>Neutral</td><td>$215</td><td>$205</td><td>+1.5%</td></tr><tr><td>Fortinet (FTNT)</td><td>Underweight</td><td>$160</td><td>$135</td><td>−13.1%</td></tr></tbody></table></figure></div>The brokerage said ten detailed discussions with channel partners and its reseller survey indicated that cybersecurity spending was gaining momentum heading into 2027, per TheFly. It also sees the firewall replacement cycle continuing, supported partly by pricing.Despite the target increase, Wells Fargo's revised valuation implies approximately 13% downside from Fortinet's Wednesday closing price of $184.05.<h2 class="st-heading-2">Why AI Security Remains In Focus</h2>The analyst commentary comes as businesses face growing security risks from AI adoption. Earlier this month, CrowdStrike reported that hackers used AI-powered tools to target South Korean financial institutions and steal data.&nbsp;Anthropic also disclosed incidents in which its AI models gained unauthorized access to real-world systems during cybersecurity testing. Google DeepMind CEO Demis Hassabis described such incidents as “early warning shots”, highlighting the growing security risks accompanying wider AI adoption.In its 2026 State of Critical Infrastructure Cybersecurity Report, Palo Alto Networks found that 95% of surveyed security leaders were concerned about attacks powered by advanced AI models. The survey covered more than 1,600 leaders across 11 countries.<h2 class="st-heading-2">What Retail Thinks About Cybersecurity Stocks</h2>Retail investors’ sentiment across cybersecurity stocks remained largely bearish on Stocktwits. Palo Alto Networks, Zscaler, Okta and Fortinet all registered ‘bearish’ sentiment, while sentiment around CrowdStrike remained ‘neutral’.Despite the recent pullback, four of the five cybersecurity stocks have more than doubled in value this year. <a href="https://stocktwits.com/symbol/OKTA">OKTA stock</a> leads with a 145% year-to-date gain, followed by FTNT at 132%, CRWD at 113% and <a href="https://stocktwits.com/symbol/PANW">PANW stock</a> at 104%.&nbsp;However, <a href="https://stocktwits.com/symbol/ZS">ZS stock</a> has bucked the trend, declining 1.84% so far this year. By comparison, the First Trust NASDAQ Cybersecurity ETF (<a href="https://stocktwits.com/symbol/CIBR">CIBR</a>), which holds these stocks, has risen 47% during this period.Read More:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/after-elon-musk-s-invitation-tsmc-ceo-reportedly-says-open-to-working-on-terafab-but-must-run-it/cZxWpVMRBAl">After Elon Musk’s Invitation, TSMC CEO Reportedly Says Open To Working On Terafab But Must Run It</a> For updates and corrections, email newsroom[at]stocktwits[dot]com.

Cyber Security Data Breach Protection Ransomware Email Phishing Encrypted Technology, Digital Information Protected Secured - stock photo.

Cybersecurity stocks are facing a market disconnect. On one hand, you have share prices pulling back from recent highs, but analysts see signs that enterprise spending is gaining momentum.

Wells Fargo said ten detailed discussions with channel partners and its reseller survey indicated cybersecurity spending was gaining momentum heading into 2027, according to The Fly.

First Trust Exchange-Traded Fund III - First Trust NASDAQ Cybersecurity ETF

Crowdstrike Holdings Inc

Okta Inc

Palo Alto Networks Inc

Zscaler Inc

Track FTNT stock price, charts, news and real-time market activity on Stocktwits. Join the FTNT message board to follow investor discussions, retail trader sentiment, bullish and bearish signals around Fortinet Inc stock.

FTNT Stock Price Today - Fortinet Inc News, Charts, Retail Sentiment

$CRWD

$PANW

$NET

Cybersecurity is one of the market's most crowded trades right now, and $CRWD, $PANW, $NET, and $ZS each represent a different bet on where the next leg of growth comes from. If you had to put your money behind just one for the next 12 months, which are you choosing? Explain your reasoning in the comments.

Which cybersecurity stock will post the best performance over the next 12 months? 
 
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Traders are reeling after a 30% drop despite an earnings beat, with many calling the violent selloff an excessive overreaction.

Bargain hunters are eyeing technical support levels near $122–$125, betting that the post-earnings plunge is a prime entry point.

The sudden crash has sparked a ripple effect, dragging down broader cybersecurity ETFs and related high-growth software names.

Fiscal Period	Estimated	Reported	Surprise	Result
Q3 '26	$0.86	$0.91	5.81%	BEAT
Q2 '26	$0.75	$0.90	20.58%	BEAT
Q1 '26	$0.62	$0.82	32.52%	BEAT
Q4 '25	$0.74	$0.81	9.08%	BEAT
Q3 '25	$0.63	$0.74	17.23%	BEAT

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Latest Earnings Results: Q3 '26

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