Zscaler faces mounting competitive pressures, lagging Cloudflare in RPO growth and Net Retention, while Palo Alto Networks picks up momentum with its M&A-based strategy. Despite solid revenue and customer growth, ZS's stagnant operating margin and softer forward guidance have weighed on investor sentiment. ZS trades at a forward P/E of 45, compressing to 30 by FY 2028, but market fears over share losses demand outperformance in RPO and retention.

Cloudflare's new partnership gives it a fast path into small businesses and critical infrastructure that desperately need affordable cybersecurity. Cloudflare is becoming core internet infrastructure, and deals like this strengthen Cloudflare's long-term moat.

Cloudflare delivered robust Q4 results, with revenue growth continuing to accelerate. NET's go-to-market transition is gaining traction, evidenced by record large customer additions and the highest quota attainment by the sales team in four years. NET is well positioned to benefit from AI and edge compute tailwinds, with its infrastructure-heavy business model mitigating AI disruption risks.

Cloudflare is at the epicenter of AI-driven growth. While other software companies are under pressure, Cloudflare is exceeding expectations and even accelerating. Valuation is demanding, but Cloudflare has both the financial performance and growth prospects to justify it.

The software industry has undergone a dramatic reversal, shifting from a must-own sector to one investors are fleeing en masse as fears that artificial intelligence (AI) advancements will disrupt traditional business models.

SAN FRANCISCO & PURCHASE, N.Y.--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, and Mastercard Incorporated (NYSE: MA) today announced a strategic partnership with the intent to develop tools to help small businesses, critical infrastructure, and governments protect themselves from today's most pressing cyber threats without putting the brakes on innovation. Attack surface monitoring capabilities from Mastercard's Recorded Future and RiskRecon, paired with.

Representative Gilbert Ray Cisneros, Jr. (D-California) recently bought shares of Hermès International Société en commandite par actions (OTCMKTS:HESAF). In a filing disclosed on February 13th, the Representative disclosed that they had bought between $1,001 and $15,000 in Hermès International Société en commandite par actions stock on February 3rd. The trade occurred in the Representative's "150

Representative Gilbert Ray Cisneros, Jr. (D-California) recently bought shares of Tencent Holdings Limited (OTC: TCTZF). In a filing disclosed on February 13th, the Representative disclosed that they had bought between $1,001 and $15,000 in Tencent stock on February 3rd. The trade occurred in the Representative's "150 MAIN STREET TRUST > BANK OF AMERICA" account. Representative Gilbert

Representative Gilbert Ray Cisneros, Jr. (D-California) recently bought shares of Xiaomi Co. (OTCMKTS:XIACF). In a filing disclosed on February 13th, the Representative disclosed that they had bought between $1,001 and $15,000 in Xiaomi stock on February 3rd. The trade occurred in the Representative's "150 MAIN STREET TRUST > BANK OF AMERICA" account. Representative Gilbert Ray

Cloudflare (NET) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.