{"id":173559,"date":"2025-12-30T22:36:00","date_gmt":"2025-12-31T03:36:00","guid":{"rendered":"https:\/\/testing.news-you-need.com\/index.php\/2025\/12\/30\/s-in-the-context-of-other-cybersecurity-stocks\/"},"modified":"2026-01-01T01:45:25","modified_gmt":"2026-01-01T06:45:25","slug":"s-in-the-context-of-other-cybersecurity-stocks","status":"publish","type":"post","link":"https:\/\/testing.news-you-need.com\/index.php\/2025\/12\/30\/s-in-the-context-of-other-cybersecurity-stocks\/","title":{"rendered":"S) In The Context Of Other Cybersecurity Stocks"},"content":{"rendered":"

S) In The Context Of Other Cybersecurity Stocks<\/a><\/p>\n

https:\/\/finance.yahoo.com\/news\/unpacking-q3-earnings-sentinelone-nyse-033621731.html<\/a><\/p>\n

Publish Date: 2025-12-30 22:36:00<\/a><\/p>\n

Source Domain: finance.yahoo.com<\/a><\/p>\n

Author: <\/a><\/p>\n

Using an unordered list, summarize the following article with between 4 and 8 key points. Earnings results often indicate what direction a company will take in the months ahead. With Q3 behind us, let\u2019s have a look at 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 Q3. As a group, revenues beat analysts\u2019 consensus estimates by 1% while next quarter\u2019s revenue guidance was in line. Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 11.9% 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 $258.9 million, up 22.9% year on year. This print exceeded analysts\u2019 expectations by 1.1%. Overall, it was a strong quarter for the company with a solid beat of analysts\u2019 billings estimates and an impressive beat of analysts\u2019 EBITDA estimates. \u201cWe continue to demonstrate a strong combination of top-tier growth and margin improvement. Our third-quarter performance underscores the growing demand for our AI-native security platform that combines data, intelligence, and defense,\u201d said Tomer Weingarten, CEO of SentinelOne. SentinelOne Total Revenue SentinelOne achieved the highest full-year guidance raise of the whole group. The company added 59 enterprise customers paying more than $100,000 annually to reach a total of 1,572. Investor expectations, however, were likely higher than Wall Street\u2019s published projections, leaving some wishing for even better results (analysts\u2019 consensus estimates are those published by big banks and advisory firms, not the investors who make buy and sell decisions). The stock is down 11.1% since reporting and currently trades at $15.20. We think SentinelOne is a good business, but is it a buy today? Read our full report here, it\u2019s free for active Edge members. Originally developed to address the growing complexity of IT security in the cloud era, Qualys (NASDAQ:QLYS) provides a cloud-based platform that helps organizations identify, manage, and protect their IT assets from cyber threats across on-premises, cloud, and mobile environments. Story Continues Qualys reported revenues of $169.9 million, up 10.4% year on year, outperforming analysts\u2019 expectations by 2.2%. The business had an exceptional quarter with EPS guidance for next quarter exceeding analysts\u2019 expectations and an impressive beat of analysts\u2019 EBITDA estimates. Qualys Total Revenue Qualys scored the biggest analyst estimates beat among its peers. The market seems happy with the results as the stock is up 11% since reporting. It currently trades at $134.60. Is now the time to buy Qualys? Access our full analysis of the earnings results here, it\u2019s free for active Edge members. Beginning with protecting Windows file shares in 2005 and evolving into a comprehensive security platform, Varonis Systems (NASDAQ:VRNS) provides data security software that helps organizations protect sensitive information, detect threats, and comply with privacy regulations. Varonis Systems reported revenues of $161.6 million, up 9.1% year on year, falling short of analysts\u2019 expectations by 2.7%. It was a softer quarter as it posted full-year revenue guidance slightly missing analysts\u2019 expectations and revenue guidance for next quarter slightly missing analysts\u2019 expectations. Varonis Systems delivered the weakest performance against analyst estimates in the group. As expected, the stock is down 47.3% since the results and currently trades at $33.21. Read our full analysis of Varonis Systems\u2019s results here. With its name inspired by the need for quick responses to cyber threats, Rapid7 (NASDAQ:RPD) provides cybersecurity software and services that help organizations detect vulnerabilities, monitor threats, and respond to security incidents. Rapid7 reported revenues of $218 million, up 1.5% year on year. This result topped analysts\u2019 expectations by 0.9%. Taking a step back, it was a mixed quarter as it also recorded a solid beat of analysts\u2019 EBITDA estimates but revenue guidance for next quarter slightly missing analysts\u2019 expectations. Rapid7 had the slowest revenue growth among its peers. The company lost 25 customers and ended up with a total of 11,618. The stock is down 12.2% since reporting and currently trades at $15.62. Read our full, actionable report on Rapid7 here, it\u2019s free for active Edge members. Founded in 2005 by security visionary Nir Zuk who sought to reimagine firewall technology, Palo Alto Networks (NASDAQ:PANW) provides AI-powered cybersecurity platforms that protect organizations’ networks, clouds, and endpoints from sophisticated threats. Palo Alto Networks reported revenues of $2.47 billion, up 15.7% year on year. This print surpassed analysts\u2019 expectations by 0.5%. Zooming out, it was a mixed quarter as it also produced a solid beat of analysts\u2019 EBITDA estimates but a significant miss of analysts\u2019 billings estimates. The stock is down 6.8% since reporting and currently trades at $186.83. Read our full, actionable report on Palo Alto Networks here, it\u2019s free for active Edge members. As a result of the Fed\u2019s rate hikes in 2022 and 2023, inflation has come down from frothy levels post-pandemic. The general rise in the price of goods and services is trending towards the Fed\u2019s 2% goal as of late, which is good news. The higher rates that fought inflation also didn’t slow economic activity enough to catalyze a recession. So far, soft landing. This, combined with recent rate cuts (half a percent in September 2024 and a quarter percent in November 2024) have led to strong stock market performance in 2024. The icing on the cake for 2024 returns was Donald Trump\u2019s victory in the U.S. Presidential Election in early November, sending major indices to all-time highs in the week following the election. Still, debates around the health of the economy and the impact of potential tariffs and corporate tax cuts remain, leaving much uncertainty around 2025. Want to invest in winners with rock-solid fundamentals? Check out our Top 5 Quality Compounder Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate. StockStory\u2019s analyst team \u2014 all seasoned professional investors \u2014 uses quantitative analysis and automation to deliver market-beating insights faster and with higher quality.
<\/p>\n","protected":false},"excerpt":{"rendered":"

S) In The Context Of Other Cybersecurity Stocks https:\/\/finance.yahoo.com\/news\/unpacking-q3-earnings-sentinelone-nyse-033621731.html Publish Date: 2025-12-30 22:36:00 Source Domain:…<\/p>\n","protected":false},"author":1,"featured_media":173560,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/s.yimg.com\/ny\/api\/res\/1.2\/rmwmNh2Y1n_7jw09_QS1jA--\/YXBwaWQ9aGlnaGxhbmRlcjt3PTEyMDA7aD03NzI-\/https:\/\/media.zenfs.com\/en\/stockstory_922\/c94e4f3005d716a2be01c75f14134751","fifu_image_alt":"","footnotes":""},"categories":[15],"tags":[26,24,28],"class_list":["post-173559","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-cybersecurity","tag-ai","tag-cybersecurity","tag-data-security"],"_links":{"self":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/173559"}],"collection":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/comments?post=173559"}],"version-history":[{"count":1,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/173559\/revisions"}],"predecessor-version":[{"id":173561,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/173559\/revisions\/173561"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/media\/173560"}],"wp:attachment":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/media?parent=173559"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/categories?post=173559"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/tags?post=173559"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}