Cloud demand and AI adoption are fueling FIVN, FSLY and QLYS, with strong growth and improving earnings estimates.

Qualys (QLYS) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).

FTNT raises 2026 guidance as firewall refreshes and SASE adoption accelerate, and AI and silicon advances strengthen its growth outlook.

QLYS tops Q2'26 estimates as channel revenues jump 22%, margins widen, and management raises its 2026 revenue and earnings outlook.

Qualys (QLYS) delivered earnings and revenue surprises of +11.24% and +2.06%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

PANW surges 88.6% in three months on strong AI security demand, but rising integration costs and premium valuation warrant caution.