24/7 Wall Street
17 Jul 2026, 16:49 UTC · 55m ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
4 claims · each scored for market impact
Palo Alto Networks reported Q3 FY26 revenue of $3.00 billion (up 31.1% YoY) and Next-Gen Security ARR of $8.10 billion (up 60% YoY). — Strong acceleration in organic bookings and high ARR growth indicate massive enterprise spending on AI-driven security consolidation.
+0.60CrowdStrike raised its full-year net new ARR growth guidance by 520 basis points to 27.7% in its Q1 FY27 report. — Raising guidance significantly suggests strong demand for AI security infrastructure and high confidence in short-term growth.
+0.50Fortinet's product revenue grew 41% year-over-year to $645.10 million in Q1 FY26, driven by an unmodeled hardware refresh cycle. — Unexpected hardware demand coupled with AI-driven security needs provides a strong catalyst for stock price appreciation.
+0.40Continue reading
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Zscaler's stock is down roughly 35% year-to-date despite nine straight quarters of EPS beats and revenue growth of 25.4% YoY. — A significant divergence between strong fundamentals and share price creates a potential value play for investors.
+0.30Which stocks this story touches
Strong Q1 results, raised full-year guidance, and cited as critical AI security infrastructure.
Explosive product revenue growth driven by a hardware refresh cycle and strong free cash flow.
Strong Q3 revenue growth, accelerating organic bookings, and positive endorsement from Jim Cramer.
CEO describes AI as the biggest tailwind in the company's history for its platform.
The article mentions a guidance miss for the company.
Despite stock price lag, the company reports nine straight EPS beats and strong revenue growth.
Mentioned as a partner for AI security infrastructure and a historical success story.
[mutual] CrowdStrike launched Charlotte AI AgentWorks with NVIDIA and other partners.
[mutual] Fortinet is integrated with NVIDIA on BlueField-3 DPUs for AI Factory security.
[mutual] Both are positioned as cybersecurity platforms for the AI era.
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24/7 Wall Street
1h ago
[mutual] Both are identified as top AI-era cybersecurity plays and platform options for CISOs.
