SentinelOne Is Up 42% This Year and Reports Earnings on August 27. Should You Buy Before the Earnings Release?

SentinelOne's stock has risen 42% this year on the strength of its AI-native cybersecurity platform, but the article advises against buying before its August 27 earnings report. While the company offers competitive advantages through its Singularity platform and trades at a lower valuation than peers, it faces intense competition from larger players, has consistently missed revenue estimates, and remains unprofitable with no clear path to profitability.

08/23/2026, 1:20 PM • The Motley Fool

If a Stock Market Crash Is Coming, These 2 Growth Stocks Might Be Worth Selling

With the S&P 500 trading at historically high valuations (CAPE ratio of 41.9) amid geopolitical tensions and elevated inflation, growth stocks with lofty valuations are vulnerable to sharp corrections. AMD and CrowdStrike are identified as two popular tech stocks trading at premium valuations that could be worth selling if a market downturn occurs.

08/20/2026, 6:15 AM • The Motley Fool

CrowdStrike Is One of My Largest Holdings and Trading Near Its All-Time High. Here's Why I'm Not Buying More Shares Right Now.

Despite CrowdStrike's strong business performance with record cash flows and 24% ARR growth, the author is avoiding buying more shares due to its expensive valuation of 44 times sales. While the company remains a long-term hold, the author believes better entry points will emerge and is deploying capital to more fairly valued stocks.

08/15/2026, 8:30 PM • The Motley Fool

Palo Alto Networks Is Worth Nearly $300 Billion. A Year Ago It Was Worth About $113 Billion.

Palo Alto Networks' market value nearly tripled in a year from $113 billion to $295 billion, but the underlying business growth doesn't justify the valuation increase. While the company showed solid Q3 results with 31% revenue growth and strong next-generation security ARR growth of 60%, much of this came from acquisitions. The stock now trades at 96x forward earnings, pricing in years of excellent execution with limited margin of safety.

08/09/2026, 11:34 AM • The Motley Fool

The AI Trade Rotation: Money Is Moving Out of Chips and Into This

Investors are rotating money from semiconductor stocks into software stocks in 2026. While chip stocks like Intel have surged over 170% year-to-date, they've become expensive. Meanwhile, software-as-a-service stocks were heavily sold earlier in the year due to AI disruption fears, making them attractive valuations. However, the article advises against abandoning chip stocks entirely, as they continue strong earnings growth and some like Nvidia maintain reasonable valuations.

08/08/2026, 3:54 AM • The Motley Fool

Meet the Spectacular ETF With Big Positions in Stocks Like Palantir, Microsoft, and Salesforce. It Could be a Brilliant Buy as the AI Trade Unwinds.

The iShares Expanded Tech-Software ETF (IGV) has declined 11% this year amid AI disruption concerns, but recent momentum loss in the AI infrastructure boom could present a buying opportunity. Rising chip costs have forced companies to cut AI spending, and reports show businesses are hiring more humans and routing tasks to cheaper AI models, potentially easing pressure on legacy software vendors.

07/30/2026, 1:23 PM • The Motley Fool

Cribl acquiert CardinalOps pour étendre sa plateforme d'IA aux opérations de sécurité

Cribl announced the acquisition of CardinalOps, an agentic detection engineering solution, to enhance its AI telemetry platform with advanced threat detection capabilities. The acquisition enables customers to improve threat coverage, reduce security data costs, and modernize traditional SIEM architectures with an open, flexible alternative. Cribl will also establish a new office in Tel-Aviv to access Israeli cybersecurity talent.

07/20/2026, 3:00 AM • GlobeNewswire

Why Did Palo Alto Networks Stock Drop Today?

Palo Alto Networks stock fell 4.9% on Wednesday despite Evercore ISI analyst Peter Levine raising his price target from $320 to $415, citing strong positioning in cybersecurity and expected free cash flow growth. However, Levine's $6.5 billion FCF forecast for 2027 significantly exceeds Wall Street consensus of $5.2 billion, raising questions about valuation at 52x projected FCF if growth targets aren't met.

07/08/2026, 6:04 PM • The Motley Fool

Should You Buy CrowdStrike After Its Recent Stock Split? The Answer Might Surprise You.

CrowdStrike executed a 4-for-1 stock split on July 1, reducing its share price from $767 to $194. While the company's Falcon platform shows strong growth with $5.5B in ARR (up 24% YoY) and its AI Detection and Response module experiencing 250% ARR growth, the stock trades at a record-high P/S ratio of 38.7. The analyst suggests investors adopt a long-term outlook, as current valuations likely limit near-term upside despite strong fundamentals and a potential $20B ARR target by 2036.

07/06/2026, 8:30 PM • The Motley Fool

This Surprising Cybersecurity Threat Could Unlock Huge Upside

Palo Alto Networks is positioned as a major winner in the AI-driven cybersecurity market, offering a broader platform strategy, cheaper valuation, and enterprise consolidation opportunities compared to competitor CrowdStrike. The article suggests PANW may provide a more compelling risk-reward setup for investors.

06/22/2026, 8:15 AM • The Motley Fool

The Quiet Race to Rewire the World's Encryption Before Quantum Computers Break It

Quantum Secure Encryption Corp. announced a Memorandum of Agreement with a Malaysia-based digital certification authority to develop a localized version of its Quantum Preparedness Assessment platform compliant with Malaysia's Cyber Security Act 2024. The move represents QSE's expansion into Southeast Asia as governments worldwide set hard deadlines for post-quantum cryptography migration, with the global cybersecurity market valued in the hundreds of billions and post-quantum security projected as one of its fastest-growing segments.

06/17/2026, 8:45 AM • Benzinga

Intrado Launches Portfolio of AI-Enabled Solutions for Next Generation Emergency Communications Modernization

Intrado announced a portfolio of AI-enabled and cloud-native emergency communications solutions designed to help PSAPs modernize operations. The offerings include VIPER NextGen (unified cloud-native call handling), VIPER Answer (AI-powered non-emergency call automation), and VIPER NextGen Cloud Backup (resiliency and continuity solution). These solutions aim to address increasing call volumes, staffing shortages, and cybersecurity concerns while supporting NG9-1-1 modernization initiatives.

06/17/2026, 8:00 AM • GlobeNewswire

The Invisible Layer Protecting the World's Biggest Companies

Zscaler CFO Kevin Rubin discusses the company's zero-trust security platform and its role in protecting organizations from cyber threats. The company targets $5 billion in annual recurring revenue, with growth drivers including zero-trust expansion across users, cloud, and branch networks, data security services, and emerging opportunities in agentic AI security. Rubin emphasizes that vulnerabilities are being identified at machine pace by frontier AI models, making Zscaler's approach of hiding applications behind its security cloud increasingly valuable. The company recently acquired Red Canary to enhance detection and response capabilities.

06/14/2026, 4:05 PM • The Motley Fool

The AI Boom Has a Hidden Winner—And It’s Not Nvidia

Cybersecurity stocks are emerging as the hidden winners of the AI boom, rebounding strongly with approximately 100% gains from early 2026 lows. Companies like Palo Alto Networks, CrowdStrike, and Datadog have received significant analyst upgrades, with cybersecurity being essential to the AI software stack. Institutional buying has resumed in 2026, and valuations suggest 50-100% upside potential over coming years, with major catalysts expected from Q2 earnings and datacenter buildouts.

06/12/2026, 12:17 PM • Investing

Cloud Security Posture Management Market Expected to Reach USD 15.62 Billion by 2035 | SNS Insider

The global Cloud Security Posture Management (CSPM) market was valued at $5.96 billion in 2025 and is projected to reach $15.62 billion by 2035, growing at a 10.14% CAGR. The market expansion is driven by rapid cloud adoption outpacing manual security management capabilities, with cloud misconfiguration being the leading cause of breaches. North America leads the market with the U.S. representing $2.38 billion, while Europe is projected to reach $4.23 billion by 2035. Large enterprises and BFSI sectors dominate, though SMEs and healthcare are the fastest-growing segments.

06/12/2026, 6:00 AM • GlobeNewswire