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Chip-gear giant ASML rose with the Nasdaq and AI stocks at key levels. Oil prices topped $80 a barrel on new U.S. attacks vs. Iran.

A bad day for International Business Machines has turned into great day for CrowdStrike Holdings and other cybersecurity companies. The reason why seems to be a short reference about cybersecurity in a letter to shareholders from IBM CEO Arvind Krishna. Krishna discussed how IBM clients in June shifted quarterly capital spending toward servers, storage, and memory purchases ahead of expected price increases.

It has been about a month since the last earnings report for Palo Alto Networks (PANW). Shares have added about 25.5% in that time frame, outperforming the S&P 500. But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Palo Alto due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the latest earnings report in order to get a better handle on the important catalysts. Palo Alto Networks delivered third-quarter fiscal 2026 non-GAAP earnings of 85 cents per share, which beat the Zacks Consensus Estimate of 81 cents by 4.9%. The figure improved 6.3% year over year. Palo Alto Networks’ earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with an average surprise of 7.03%. PANW reported third-quarter fiscal 2026 revenues of $3 billion, which topped the Zacks Consensus Estimate of $2.92 billion by 2%. Revenues increased 31% year over year from $2.29 billion in the year-ago quarter. Management attributed the quarter’s strength to accelerating organic bookings momentum as customers turned to the company to secure AI deployments at scale. Product revenues increased to $594 million from $453 million in the year-ago quarter, accounting for 19.8% of total revenues. Subscription and support revenues, which represented 80.2% of total revenues, rose to $2.41 billion from $1.84 billion, reflecting the company’s continued shift toward recurring revenues. Remaining performance obligation (RPO) rose to $18.4 billion, up 36% year over year, including contributions from CyberArk and Chronosphere. Next-Generation Security ARR climbed to $8.13 billion, up 60% year over year, supported by platform adoption and growth across the company’s next-generation portfolio. Non-GAAP gross profit grew to $2.27 billion compared to a non-GAAP gross margin at 75.8%. Non-GAAP operating income increased to $814 million, while the non-GAAP operating margin remained strong at 27.1%, reflecting continued profitability strength. As of April 30, 2026, Palo Alto Networks had $3.11 billion in cash and cash equivalents and short-term investments. Cash generation strengthened year over year. Net cash provided by operating activities was $871 million, up from $554 million in the prior quarter. Adjusted free cash flow was $910 million compared with...

NOT FOR DISTRIBUTION TO UNITED STATES NEWSWIRE SERVICES OR FOR DISSEMINATION IN THE UNITED STATES TORONTO, June 25, 2026--(BUSINESS WIRE)--Sherritt International Corporation ("Sherritt" or the "Corporation") (TSX:S) today announced that it has filed its unaudited interim financial statements, management’s discussion and analysis and related officer certifications for the three months ended March 31, 2026 (collectively, the "Q1 2026 Filings"). The Q1 2026 Filings are available on SEDAR+ at www.sedarplus.ca. As previously disclosed, the Ontario Securities Commission (the "OSC"), as principal regulator, issued a cease trade order (the "CTO") on May 21, 2026 as a result of the Corporation’s failure to file the Q1 2026 Filings by the filing deadline of May 15, 2026. The Corporation was delayed in filing as a result of operational and governance disruptions following the U.S. administration’s May 1, 2026 Executive Order expanding sanctions against Cuba. The resumption of trading in Sherritt’s shares remains subject to regulatory and stock exchange approval. Sherritt will continue to provide timely public disclosure as circumstances develop. About Sherritt Sherritt is a world leader in using hydrometallurgical processes to mine and refine nickel and cobalt – metals deemed critical for the energy transition. Leveraging its technical expertise and decades of experience in critical minerals processing, Sherritt is committed to expanding domestic refining capacity and reducing reliance on foreign sources. The Corporation operates a strategically important refinery in Alberta, Canada, recognized as the only significant cobalt refinery and one of just three nickel refineries in North America. Sherritt’s common shares are listed on the Toronto Stock Exchange under the symbol "S". Forward-Looking Statements Certain statements and other information included in this press release may constitute "forward -looking information" or "forward-looking statements" (collectively, "forward-looking statements") under applicable securities laws (such statements are often accompanied by words such as "anticipate", "forecast", "expect", "believe", "may", "will", "should", "estimate", "intend" or other similar words). All statements in this press release, other than those relating to historical information, are forward-looking statements. Forward-looking statements in this press release in...

Wrapping up Q1 earnings, we look at the numbers and key takeaways for the cybersecurity stocks, including SentinelOne (NYSE:S) and its peers. Cybersecurity continues to be one of the fastest-growing segments within software for good reason. Almost every company is slowly finding itself becoming a technology company and facing rising cybersecurity risks. Businesses are accelerating adoption of cloud-based software, moving data and applications into the cloud to save costs while improving performance. This migration has opened them to a multitude of new threats, like employees accessing data via their smartphone while on an open network, or logging into a web-based interface from a laptop in a new location. The 9 cybersecurity stocks we track reported a satisfactory Q1. As a group, revenues beat analysts’ consensus estimates by 1.6% while next quarter’s revenue guidance was in line. Thankfully, share prices of the companies have been resilient as they are up 5.1% on average since the latest earnings results. Built on the principle of "fighting machine with machine," SentinelOne (NYSE:S) provides an AI-powered cybersecurity platform that autonomously prevents, detects, and responds to threats across endpoints, cloud workloads, and identity systems. SentinelOne reported revenues of $276.7 million, up 20.8% year on year. This print was in line with analysts’ expectations, but overall, it was a slower quarter for the company with EPS guidance for next quarter missing analysts’ expectations and a significant miss of analysts’ billings estimates. “We had a solid start to the year, highlighted by record net new ARR growth and a landmark milestone as our emerging solutions reached half of our total company ARR,” said Tomer Weingarten, CEO of SentinelOne. SentinelOne delivered the weakest performance against analyst estimates, weakest guidance update, and weakest full-year guidance update of the whole group. The company added 35 enterprise customers paying more than $100,000 annually to reach a total of 1,702. The market seems disappointed with the results as the stock is down 17.2% since reporting and currently trades at $14.92. Is now the time to buy SentinelOne? Access our full analysis of the earnings results here, it’s free. Founded in 2005 by security visionary Nir Zuk who sought to reimagine firewall technology, Palo Alto Networks (NASDAQ:PANW) provides AI-power...

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. SentinelOne (S) is back in focus after its latest quarterly earnings, which showed revenue of US$276.66 million, a much smaller net loss, and an 8% workforce reduction aimed at improving operating leverage. See our latest analysis for SentinelOne. SentinelOne’s share price has been volatile around these earnings, with a 1-day share price return of 1.41% after the report, a 7-day share price return down 8.27%, and a 90-day share price return of 16.49%. The 1-year total shareholder return is down 8.77%, suggesting recent momentum has improved but longer term holders are still under water. If SentinelOne’s AI security story has your attention, it may be worth widening your watchlist to see which other AI focused stocks are gaining traction through the 30 AI small caps With revenue now above US$1b a year, a smaller net loss and the stock trading around US$16.53 with some discount to analyst targets and certain intrinsic estimates, is SentinelOne still mispriced, or is future growth already baked in? SentinelOne’s most followed narrative pegs fair value at about $19.15, above the last close of $16.53. This frames the current price as a discount to modeled long term cash flows using an 8.49% discount rate. Read the complete narrative. The narrative leans on top line expansion, rising margins, and a richer earnings multiple tied to future scale. Result: Fair Value of $19.15 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this hinges on execution. Partner dependence and evolving regulations are both capable of pressuring margins and tempering the AI growth narrative if conditions turn. Wall Street's queuing for one rocket. While SpaceX counts down to its IPO, other companies tied to the new space race are already in orbit. → 20 Compelling Space Companies watchlist · Global Space Race Investing Ideas screener · Scan the sector by valuation on Rocket Lab's valuation page. That 13.7% discount to fair value comes from a cash flow based narrative, but the market is also looking at SentinalOne’s revenue line. On a P/S of 5.3x versus 3.7x for the US Software industry and 4x for peers, the stock sits at a clear premium, even if it is close to the 5.5x fair ratio. Is that premium ju...

Shares of Netskope declined sharply Thursday after the company reported mixed fiscal 2027 first-quarter earnings, with underwhelming new annual recurring revenue. A slew of Wall Street firms lowered price targets on the cybersecurity company. Netskope stock sank 18% to $10.17 on Thursday, putting it on pace for its largest ever daily percentage decline, according to Dow Jones Market Data.

SentinelOne’s first quarter results were met with a sharp negative reaction from the market, reflecting concerns about future growth despite management highlighting the company’s platform momentum. CEO Tomer Weingarten pointed to robust demand for its AI-driven cybersecurity offerings and a record increase in annual recurring revenue, with notable traction in non-endpoint solutions. Management also discussed an accelerated shift in product mix, emphasizing expansion in areas such as AI security and cloud. The company’s decision to streamline its workforce by 8% was framed as a proactive move to boost operating leverage and prioritize core growth categories. Is now the time to buy S? Find out in our full research report (it’s free). Revenue: $276.7 million vs analyst estimates of $277.2 million (20.8% year-on-year growth, in line) Adjusted EPS: $0.04 vs analyst estimates of $0.02 ($0.02 beat) Adjusted Operating Income: $10.55 million vs analyst estimates of $5.30 million (3.8% margin, 99.1% beat) The company reconfirmed its revenue guidance for the full year of $1.2 billion at the midpoint Management reiterated its full-year Adjusted EPS guidance of $0.35 at the midpoint Operating Margin: -28.8%, up from -38.2% in the same quarter last year Customers: 1,702 customers paying more than $100,000 annually Annual Recurring Revenue: $1.16 billion vs analyst estimates of $1.16 billion (22.7% year-on-year growth, in line) Billings: $229.8 million at quarter end, up 13.6% year on year Market Capitalization: $5.59 billion While we enjoy listening to the management’s commentary, our favorite part of earnings calls is the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Meta Marshall (Morgan Stanley) asked about trends in core endpoint security demand and how SentinelOne balances initial platform sales versus upsell. CEO Tomer Weingarten described strong demand for both core endpoint and adjacent AI security, adding that cloud workload protection is also becoming increasingly relevant. Brad Zelnick (Deutsche Bank) questioned the impact of Project Daybreak and rapid AI development on customer spending. Weingarten responded that AI-related urgency is growing, with enterprises eager for immediate returns from new security investmen...

SentinelOne Inc. (NYSE:S) ranks among the best technology growth stocks to buy under $100. In response to SentinelOne, Inc. (NYSE:S)’s first-quarter fiscal 2027 results, Rosenblatt reaffirmed its Buy rating and $20 price target for the company’s shares on May 29. According to SentinelOne’s first-quarter fiscal 2027 figures, annual recurring revenue and profitability exceeded projections, while revenue increased by 21% year-over-year, effectively meeting guidance. The company’s pro forma earnings per share of $0.04 exceeded the $0.02 average forecast, while operating margin touched 4.0%, up 550 basis points from the previous year. The company also reaffirmed its fiscal 2027 revenue projection of 20% growth with modest upside to estimates, along with an 8% employee reduction. Rosenblatt considers the company’s guidance to be somewhat reasonable and thinks that the proactive restructuring and reinvestment in AI security, data, and cloud have eclipsed solid ARR and margin trends in the near future. SentinelOne Inc. (NYSE:S) is a provider of cybersecurity services worldwide. Its Singularity Platform provides proactive protection against a number of cyber threats. Its portfolio also includes other services, including an AI-security agent (Purple AI), security information, event management, and more. While we acknowledge the potential of S as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years Disclosure: None. Follow Insider Monkey on Google News.

Investing.com -- SentinelOne drew mixed reactions from Wall Street after its fiscal first-quarter results, with Raymond James cutting the cybersecurity company to Market Perform while Bank of America upgraded it to Buy. The split that reflects disagreement about whether the company's underlying momentum can offset execution concerns. SentinelOne shares are down around 14% premarket after reporting its latest quarterly earnings following Thursday’s close. Raymond James analyst Adam Tindle said he was stepping back after years of defending the stock, citing first-quarter revenue that came in below the midpoint of guidance, working capital metrics pointing to another back-end weighted quarter, and a surprise announcement of an 8% workforce reduction. The restructuring was particularly puzzling, Tindle wrote, given that EBIT beat guidance by twice the expected amount and contribution margins remained healthy at 30%. He said he "would not fight investors with duration that are willing to wait this out" but flagged the risk that maintaining full-year guidance while cutting headcount and reorganizing go-to-market teams could set up a repeat of past disappointments, especially with a new CFO delivering her first official guidance this quarter. Bank of America analyst Tal Liani took the opposite view, upgrading the stock to Buy and raising his price target to $20 from $16. He views "the -18% after-hours decline as an attractive entry point," pointing to revenue growth of 21% year-over-year, record net new ARR of $44 million, up 57%, and non-endpoint solutions now representing half of total mix. He also noted operating margins of 4%, double Street estimates, with a path to 10% in fiscal 2027. Liani framed the conservative guidance as a prudent posture under new management rather than a signal of deteriorating demand. Related articles Wall Street divided on SentinelOne after workforce cut clouds earnings beat Wolfe Research outlines eight risks that could spark stock declines in 2026 This sector is 'poised for a big, beautiful year': Truist

SentinelOne S reported first-quarter fiscal 2027 earnings of 4 cents per share, which surpassed the Zacks Consensus Estimate by 100%. The company registered earnings of 2 cents per share in the year-ago quarter.Revenues of $276.7 million increased 21% year over year but missed the consensus mark by 0.2%. As of April 30, 2026, annualized recurring revenues (ARR) grew 23% year over year to $1.16 billion. Customers with more than $100,000 in ARR increased 17% year over year to 1,702, driven by continued momentum in enterprise expansion and strong adoption of the company’s platform solutions.SentinelOne’s shares were up 0.39% at the time of writing this article. The company's shares have increased 20.1% in the year-to-date period, surpassing the Zacks Computer & Technology sector’s rise of 19.2%. SentinelOne, Inc. price-consensus-eps-surprise-chart | SentinelOne, Inc. Quote Adjusted gross profit was 77% in the reported quarter, which contracted roughly 200 bps year over year.Total operating expenses of $202.2 million increased 9.1% year over year due to higher research and development expenses (up 28.1% year over year), general and administrative expenses (up 11.1% year over year), partially offset by sales and marketing expenses (down 0.2% year over year).Non-GAAP operating income totaled $10.5 million compared to an operating loss of $3.9 million in the year-ago quarter. As of April 30, 2026, SentinelOne had cash, cash equivalents and investments of $812 million.Operating cash flow was $38.5 million in the quarter.Adjusted free cash flow was $61.4 million compared with $45.4 million reported in the year-ago quarter, while adjusted free cash flow margin improved to 22% from 20%. For the second-quarter fiscal 2027, SentinelOne expects revenues between $289 million and $291 million.The company expects non-GAAP operating income in the range of $23-$25 million.Non-GAAP earnings are expected to be between 6 cents and 8 cents per share for the second-quarter fiscal 2027.For fiscal 2027, revenues are still forecasted to be between $1.195 billion and $1.205 billion.The company raised its non-GAAP operating income outlook to $115-$125 million.Non-GAAP earnings are expected to be between 32 cents and 38 cents per share for fiscal 2027. Currently, S carries a Zacks Rank #3 (Hold).Micron Technology MU, Ciena CIEN and Amphenol APH are some better-ranked stocks that investor...

May 28 (Reuters) - Cybersecurity company SentinelOne forecast second-quarter revenue below analysts' expectations on Thursday and said it would cut ‌about 8% of its workforce as it looks to invest ‌in growth areas such as AI, data and cloud. The company also missed first-quarter revenue ​estimates, sending its shares slumping 18% in extended trading. Here are some details: • SentinelOne faces intense competition from larger rivals such as CrowdStrike and Palo Alto Networks, as well as from Microsoft, which is bundling security ‌features into its products. • ⁠Even as ransomware and nation-state threats boost cybersecurity demand, some corporate clients are tightening their budgets, scrutinizing ⁠deals and extending sales cycles. • SentinelOne expects a one-time charge of nearly $25 million related to the restructuring, of which $15 million are cash-based expenditures. • As ​of January ​2026, the company had more ​than 2,900 full-time employees worldwide. • ‌SentinelOne forecast second-quarter revenue to be between $289 million and $291 million, below analysts' average estimate of $292 million, according to data compiled by LSEG. • It expects adjusted profit per share in the range of 6 cents to 8 cents, while analysts expect 8 cents. • Revenue for the ‌first quarter ended April 30 came ​in at $276.7 million, missing the estimate of $277.3 ​million. • The company reaffirmed its ​fiscal 2027 revenue and adjusted profit per share ‌forecasts. • SentinelOne uses AI to help ​businesses monitor and ​secure laptops, servers and other devices connected to their networks. • Its Singularity platform aims to be an all-in-one solution for ​security teams, a strategy ‌that has become critical as firms look to simplify their ​security infrastructure. (Reporting by Juby Babu in Mexico City; Editing ​by Shreya Biswas and Shilpi Majumdar)