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The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Rapid7 (NASDAQ:RPD) and the rest of the cybersecurity stocks fared in Q1.

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 strong 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 5.6% on average since the latest earnings results.

Rapid7 (NASDAQ:RPD)

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 $209.7 million, flat year on year. This print exceeded analysts’ expectations by 0.8%. Despite the top-line beat, it was still a mixed quarter for the company with an impressive beat of analysts’ EBITDA estimates but EPS guidance for next quarter missing analysts’ expectations.

"As frontier models reshape the cybersecurity landscape, Rapid7's AI SOC and preemptive security infrastructure are more essential than ever," said Corey Thomas, CEO of Rapid7.Rapid7 Total Revenue

Rapid7 scored the highest full-year guidance raise but had the slowest revenue growth of the whole group. Unsurprisingly, the stock is up 9.9% since reporting and currently trades at $7.34.

Read our full report on Rapid7 here, it’s free.

Best Q1: Palo Alto Networks (NASDAQ:PANW)

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 $3.00 billion, up 31.1% year on year, outperforming analysts’ expectations by 2%. The business had a very strong quarter with an impressive beat of analysts’ billings and EBITDA estimates.

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Palo Alto Networks Total Revenue

Palo Alto Networks pulled off the fastest revenue growth among its peers. Although it had a fine quarter compared to its peers, the market seems unhappy with the results as the stock is down 6.2% since reporting. It currently trades at $278.70.

Is now the time to buy Palo Alto Networks? Access our full analysis of the earnings results here, it’s free.

Weakest Q1: SentinelOne (NYSE:S)

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, in line with analysts’ expectations. It was a slower quarter as it posted EPS guidance for next quarter missing analysts’ expectations and a significant miss of analysts’ billings estimates.

SentinelOne delivered the weakest performance against analyst estimates in the group. The company added 35 enterprise customers paying more than $100,000 annually to reach a total of 1,702. As expected, the stock is down 18% since the results and currently trades at $14.77.

Read our full analysis of SentinelOne’s results here.

CrowdStrike (NASDAQ:CRWD)

Known for detecting the massive SolarWinds hack in 2020 that compromised numerous government agencies, CrowdStrike (NASDAQ:CRWD) provides cloud-based cybersecurity solutions that protect endpoints, cloud workloads, identity, and data through its Falcon platform.

CrowdStrike reported revenues of $1.39 billion, up 25.6% year on year. This print beat analysts’ expectations by 1.7%. Aside from that, it was a satisfactory quarter as it also recorded a solid beat of analysts’ EBITDA estimates but a miss of analysts’ billings estimates.

The stock is down 7.1% since reporting and currently trades at $694.47.

Read our full, actionable report on CrowdStrike here, it’s free.

Okta (NASDAQ:OKTA)

Named after the meteorological measurement for cloud cover, Okta (NASDAQ:OKTA) provides cloud-based identity management solutions that help organizations securely connect their employees, partners, and customers to the right applications and services.

Okta reported revenues of $765 million, up 11.2% year on year. This number topped analysts’ expectations by 1.7%. Overall, it was a strong quarter as it also put up an impressive beat of analysts’ EBITDA and billings estimates.

Okta had the weakest full-year guidance update among its peers. The stock is up 23.5% since reporting and currently trades at $117.

Read our full, actionable report on Okta here, it’s free.

Market Update

Late in 2025 into early 2026, there was hand-wringing around artificial intelligence. For software companies, the fear was that AI would erode pricing power and compress margins as new tools made it easier to replicate what once required expensive enterprise platforms. Crypto investors had their own version of the same anxiety: if AI agents could trade, allocate capital, and manage wallets autonomously, what exactly was the long-term value of today’s crypto infrastructure?

These concerns triggered a noticeable rotation away from these sectors and into safer havens. But markets rarely dwell on one narrative for long. Spring 2026 came, and the focus shifted abruptly from technological disruption to geopolitical risk. The US’ conflict with Iran became the dominant driver of market psychology, and when geopolitics takes center stage, the script changes quickly. Investors stop debating growth rates and start worrying about oil supply, inflation, and global stability.

Want to invest in winners with rock-solid fundamentals? Check out our 9 Best Market-Beating Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.

StockStory’s analyst team — all seasoned professional investors — uses quantitative analysis and automation to deliver market-beating insights faster and with higher quality.

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Cisco Systems CSCO is focusing on AI security as companies increasingly use agentic AI systems that can work on their own, make decisions and complete tasks.

In its third-quarter fiscal 2026, Cisco announced Zero Trust Access for AI agents and revealed plans to acquire Galileo and Astrix to strengthen its AI security and observability capabilities. This extends Cisco's security framework to AI-driven digital workers and helps ensure secure access and control. These additions are expected to expand the company's security and observability platform with agent identity, access management and behavior-monitoring capabilities.

Cisco is also building new tools to protect the entire AI lifecycle. The company officially introduced DefenseClaw in its AI security announcement tied to RSA 2026-related security updates on March 23, 2026. DefenseClaw is an open-source solution designed to help customers safely deploy AI agents by enforcing guardrails and protecting against malicious behavior and attacks. In addition, Cisco launched new capabilities for its agentic Security Operations Center and AI observability platform, allowing organizations to identify and respond to threats faster and at greater scale.

Partnerships remain an important part of Cisco's AI security strategy. The company expanded its Secure AI Factory collaboration with NVIDIA, giving customers a framework to deploy AI securely across infrastructure environments ranging from data centers to local sites. Cisco is also working with Project Glasswing, participating in the testing of Anthropic's Claude Mythos Preview model and taking part in OpenAI's Trusted Access for Cyber program.

Cisco's security business is showing encouraging momentum. Cisco's Security revenues were flat year over year at $2.01 billion in the third quarter of fiscal 2026. The company reported double-digit order growth in its core security portfolio and added more than 1,000 new customers for Secure Access, XDR, Hypershield and AI Defense during the quarter. As AI adoption grows, Cisco believes demand for advanced AI security solutions will continue to increase.

CSCO Faces Tough Competition in the Security Domain

Cisco is facing stiff competition from Fortinet FTNT and Okta OKTA in the security domain.

Fortinet is benefiting from the increasing adoption of AI. As organizations deploy more AI applications, cybersecurity needs are becoming more complex due to higher network traffic, larger attack surfaces and greater data security requirements. In the first quarter of 2026, AI-driven security operations billings of Fortinet rose 23% year over year, supported by a broad portfolio of AI-enabled solutions. Demand for secure networking, Unified SASE and security operations remained strong, while FortiGate products gained traction in securing AI infrastructure and data centers. Fortinet expects its FortiOS platform, custom ASIC technology and long-term AI investments to help capture future AI-driven security opportunities.

Okta reported strong momentum driven by rising demand for its expanding identity security portfolio. In the first quarter, new products contributed about 25% of bookings, with Identity Governance leading adoption, followed by growing traction in Privileged Access and other security offerings. The company emphasized that the rapid rise of AI agents is increasing the importance of identity management and boosting customer engagement and deal sizes. Although AI agent products are still in the early stages of adoption and are not yet a major revenue driver, Okta highlighted record pipeline levels and strong customer interest. The company expects AI-driven identity security to become a key long-term growth opportunity. Okta expects revenues between $3.185 billion and $3.205 billion for fiscal 2027, indicating year-over-year growth of 9-10%.

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CSCO's Share Price Performance, Valuation & Estimates

Cisco shares have gained 54.3% year to date, outperforming the broader Zacks Computer and Technology sector's 15.9% increase.

CSCO Stock's Price Performance Zacks Investment Research

Image Source: Zacks Investment Research

The CSCO stock is trading at a premium, with a trailing 12-month price/book of 9.58X compared with the Zacks Computer Networking industry's 9.37X. Cisco has a Value Score of F.

CSCO Stock Is Overvalued Zacks Investment Research

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for fourth-quarter fiscal 2026 earnings is currently pegged at $1.17 per share, up 9 cents over the past 30 days. This suggests 18.1% growth from the figure reported in the year-ago quarter.

Cisco Systems, Inc. Price and ConsensusCisco Systems, Inc. Price and Consensus

Cisco Systems, Inc. price-consensus-chart | Cisco Systems, Inc. Quote

Cisco currently carries a Zacks Rank #2 (Buy). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report

Cisco Systems, Inc. (CSCO) : Free Stock Analysis Report

Fortinet, Inc. (FTNT) : Free Stock Analysis Report

Okta, Inc. (OKTA) : Free Stock Analysis Report

This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research

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Leading Post-Quantum Cryptography Company QuSecure Recognized Due to its Cutting-Edge Technology and Potential Impact to the World

SAN MATEO, Calif., June 10, 2026--(BUSINESS WIRE)--QuSecure™, Inc., a leader in post-quantum cryptography (PQC) and cryptographic agility, today announced that the World Economic Forum (WEF) has named the company as a 2026 Technology Pioneer. Each year the WEF awards leading early-stage start-ups from around the globe for their cutting-edge technologies with the potential to improve the world.

The 2026 cohort highlights the major trends in global innovation, from AI infrastructure and robotics to quantum systems, advanced energy, biotechnology, and next-generation materials. Past WEF Technology Pioneers include Google, Palantir, PayPal, Twitter, Cloudflare, Okta, Dropbox, Nvidia, GitHub, and Red Hat, which were recognized while in their startup phases.

"QuSecure is honored to be named to this select list and join a global community of innovators contributing ideas, expertise, and technology to conversations shaping the future of industries and society," said QuSecure CEO Rebecca Krauthamer. "We look forward to engaging with leaders across industries, governments, and civil society through the Forum's global platform."

World Economic Forum

The World Economic Forum, committed to improving the state of the world, is the International Organization for Public-Private Cooperation. The Forum engages the foremost political, business and other leaders of society to shape global, regional and industry agendas. (www.weforum.org).

Technology Pioneers

Launched in 2000, the Technology Pioneers is a leading community for early-stage companies from around the world that are shaping the future through breakthrough technologies and innovations. These companies are selected for their potential to have a significant impact on business and society and are invited to engage with public and private sector leaders through the World Economic Forum's global platform. The Technology Pioneers community is part of the Innovator Communities at the World Economic Forum, which convene the world's leading global start-ups across different growth stages, from early-stage Technology Pioneers to growth-stage Global Innovators and unicorn companies valued at more than $1 billion.

About QuSecure

QuSecure is a post-quantum cryptography (PQC) and crypto-agility pioneer that provides the cryptographic control plane for enterprise cryptographic infrastructure. Recognized as the Global Post-Quantum Cryptography Product Leader, QuSecure enables organizations to build a complete cryptographic inventory across their networks, enforce policy-based governance, and roll out compliant cryptography, from TLS upgrades to full post-quantum migration, without application rewrites. Its QuProtect R3 platform enables security teams to swap algorithms and push cryptographic policy changes across their entire network from a single control plane. Backwards compatible with legacy infrastructure, QuProtect R3 operates across cloud, on-premises, air-gapped, and sovereign environments, supporting compliance with CNSSP 15/NSM-10, CNSA 2.0, PCI DSS, DORA, and more. Customers include U.S. defense agencies, global financial institutions, and critical infrastructure providers. Learn more at www.qusecure.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260610149321/en/

Contacts

Dan Spalding dspalding@qusecure.com (408) 960-9297

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Investoren haben sich von den stark steigenden Tech-Aktien abgewandt, als der Nasdaq am Freitag um mehr als 4% fiel. Heute möchte ich erklären, warum ich glaube, dass der Marktaufstieg immer noch vernünftig ist, und wie der Software-Sektor zeigt, dass Investoren in der Realität verankert sind. Die Frage kam einen Tag nachdem Marvell Technology-Aktien um 33% zulegten, was ihr bestes Einzelhandelstag war, gestützt durch öffentliche Kommentare von Nvidia-CEO Jensen Huang, dass das Unternehmen eines Tages 1 Billionen Dollar wert sein würde.

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CIBRs $14,4 Milliarden-Markt-Kapitalisierung-Ansatz kehrte dieses Jahr mit 32 % zurück, während BUG's 25-Aktien-Gleichgewichtspure-Play-Fonds bei nur 10 % zurückblieb. HACK, der originale Cybersecurity-ETF von 2014, mischt pure-Plays mit IT-Dienstleistungsfirmen und lieferte 28 % einjährige und 81 % fünfjährige Renditen. Jetzt handeln: Der Analyst, der NVIDIA im Jahr 2010 richtig vorhergesagt hat, hat gerade seine Top 10 AI-Aktien benannt – und Global X Funds Global X Cybersecurity-ETF ist nicht dabei. Greifen Sie jetzt nach den Namen zu und lesen Sie sie kostenlos heute.

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Der Wert eines Unternehmens wird von den Investoren bestimmt, die es kaufen werden. In der Vergangenheit waren es meist öffentliche Unternehmen, deren Wert auf den Börsen sichtbar war. Heute sind viele der wertvollsten Unternehmen privat und können nur von Insider-Gruppen gekauft werden. Anthropic, ein Labor für künstliche Intelligenz (AI), hat sich kürzlich für einen IPO-Antrag angemeldet und seine leistungsstärkste AI-Modell auf kritische Infrastrukturen in mehr als 15 Ländern skaliert.

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Einige Aktien fielen im Nachmittagsabschnitt nach, da Softwareaktien für den zweiten aufeinanderfolgenden Tag sanken, wodurch das Profit-Taking fortgesetzt wurde, das am Anfang der Woche begann. Um die Korrektur zu verstehen, müssen Sie die Tiefe des Vorherigen verstehen. In einer 48-Stunden-Periode im Februar 2026 wurden etwa 285 Milliarden US-Dollar aus Software-Aktien abgeschrieben, nachdem Anthropics Claude-Cowork-Plattform genuine Sorgen über AI-Agenten aufwarf, die per-Sitz-Lizenzierung von SaaS veralten könnten, ein Moment, den der Markt als "SaaSpocalypse" bezeichnete. Über die folgenden Monate sank der IGV um mehr als ein Drittel vom September 2025-Hoch, erreichte am 10. April einen Tiefststand und lag dann bei etwa 75% aller Software-Aktien, die technisch überverkauft waren.

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Die BlackBerry-Aktien fielen um mehr als 5% auf etwa 9,75 US-Dollar am Mittwoch nach einer Steigerung von fast 10% in der vergangenen Woche. Der Aktienkurs erreichte einen Höchststand von etwa 10,32 US-Dollar am 2. Juni und hat sich im Vergleich zum Vorjahr um mehr als 155% erhöht.

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Die S&P-500-Index ist um -0,40%, der Dow Jones Industrial Average um -0,74% und der Nasdaq-100-Index um -0,08% gefallen. Die US-Iran-Konflikte haben zu einer Erhöhung des WTI-Crude-Oil-Preises um mehr als +1% geführt. Der Markt wird auch von Schwäche in Software-, Cybersecurity- und privaten Kreditaktien beeinflusst.

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Einige Aktien fielen in der Nachmittagsession nachdem Investoren ihre Gewinne abgerungen haben, nach einem starken Rallye am Vortag. Software-Aktien zogen sich zurück, nach einer der schärfsten Sektor-Rallyes aller Zeiten.

Der iShares Expanded Tech-Software ETF stieg um 15% über die letzten drei Sitzungen - sein bester solcher Lauf bisher - während ServiceNow einen nahezu 40-prozentigen Rallye in nur vier Sitzungen von seinen April-Tiefen erreichte. Mit Gewinnen dieser Größenordnung innerhalb dieses Zeitraums ist Profit-taking der natürliche Reaktion. Der S&P 500 Software- und Dienstleistungssektor fiel etwa 3,78% am Tag.

Kritisch war jedoch, dass die breitere Marktbewegung keine signifikanten Verkaufssignale lieferte, da der S&P 500 praktisch unverändert blieb, der Nasdaq nur leicht schwankte und der Dow leicht höher ging. Dies war eine Sektor-Einnahme, kein breites Risiko-Verlust.

Salesforce gab fast die Hälfte des Vortages 10-prozentigen Sprungs ab, da Sorgen über Anthropics bevorstehende Börsennotierung und Googles $80 Milliarden Aktien-Aufstockung Druck auf das Rerating legten. CrowdStrike fiel, da sich vor der Einnahme am 3. Juni Vorsicht breitmachte - das Unternehmen stieg etwa 70% seit Beginn des Jahres, während die Optionenmärkte einen 9,5-prozentigen Schwung auf das Ergebnis einpreisten.

Der Sektor blieb jedoch an seinem zugrunde liegenden Thesis: Die SaaSpocalypse-Erzählung brach zusammen und viele Namen blieben weiterhin unter ihren 52-Wochen-Höchstständen. Der Rückgang war der Markt, der sich vor dem nächsten Datenpaket erholte, nicht umkehren wollte.

Der Aktienmarkt überreagiert auf Nachrichten und große Preissenkungen können gute Gelegenheiten sein, hochwertige Aktien zu kaufen.