Zacks Industry Outlook Highlights A10 Networks and Ondas
Chicago, IL – June 11, 2025 – Today, Zacks Equity Research discusses A10 Networks ATEN and Ondas ONDS.
Link: https://www.zacks.com/commentary/2492852/2-network-software-stocks-to-watch-from-a-prospering-industry
The Zacks Communication-Network Software industry players like A10 Networks and Ondas are gaining from the ongoing digitalization efforts, including a shift to cloud computing and the rapid deployment of 5G-based networks. The strong demand for network security benefits industry participants, as a secure environment is required to run cloud-based applications.
Industry players are leveraging artificial intelligence (AI) and machine learning to develop security solutions, thereby providing better threat protection systems. However, the industry players are suffering from challenging macroeconomic conditions and persistent inflation. Small and medium businesses have deferred capital spending on infrastructure buildout due to higher interest rates and inflation, which does not bode well for industry players.
The Zacks Communication-Network Software industry comprises companies that provide software solutions supporting cloud, on-premise and hybrid environments, communication technology solutions, including broadband and Voice Over Internet Protocol, digital communication services delivered as software-as-a-service and telecom solutions, supporting the proliferation and the deployment of 5G and 6G networks of the future.
There are a few companies that offer solutions based on the Open Radio Access Network standard. Others offer wireless connectivity solutions for mission-critical Industrial Internet applications and services. Solutions from these companies support a variety of industries, including telecommunications, technology, industrial, government, retail, financial, gaming and education.
: Rapid digitalization, driven by the disruption caused by the pandemic, has increased the demand for cloud-based applications, virtualized software and container-based software. Applications are being developed in the cloud, which is creating opportunities and, at the same time, challenges for industry participants in terms of performance and security.
Rising cyberattacks, including Distributed Denial of Service attacks and attacks using malware through Transport Layer Security and Secure Sockets Layer protocols, are redefining the cyber threat landscape. Enterprises are spending more on cloud-based security solutions. Moreover, the software-defined approach is increasingly preferred over legacy hardware-centric models due to the need for agility.
: The ongoing rapid transition to the cloud has increased the importance of automation tools. Enterprises are adopting automated tools to deploy and operate security and application services. This is improving performance monitoring and detection, reporting security anomalies and reducing overall costs.
: Industry participants are benefiting from a continued rise in demand for data-intensive bandwidth and the need for reduced latency associated with smartphones, tablets and machine-to-machine communication. The proliferation of data centers, big data, cloud-based services, streaming media content and IoT are key catalysts. The rapid deployment of 5G networks is creating a massive growth opportunity for telecom providers who are using solutions provided by industry participants.
The Zacks Communication-Network Software industry is housed within the broader Zacks Computer And Technology sector. It carries a Zacks Industry Rank #93, which places it in the top 38% of more than 250 Zacks industries.
The group's Zacks Industry Rank, which is the average of the Zacks Rank of all the member stocks, indicates bright near-term prospects. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than two to one.
Given the bullish prospects, there are a handful of stocks worth watching in this prospering industry. But, before we present these stocks, it is worth looking at the industry's shareholder returns and current valuation first.
The Zacks Communication-Network Software industry has outperformed the Zacks S&P 500 composite and its sector in the past year.
The industry has appreciated 23% over this period compared with the Zacks Computer and Technology sector's return of 10.6% and the S&P 500's appreciation of 11.6%.
On the basis of trailing 12-month EV/Sales, a commonly used multiple for valuing network software companies, we see that the industry is currently trading at 2.68X compared with the S&P 500's 5.19X and the sector's 7.08X.
Over the past five years, the industry has traded as high as 2.83X and as low as 2.35X, with the median being 2.7X.
A10 Networks: This Zacks Rank #2 (Buy) company is a leading provider of security and infrastructure solutions for on-premises, hybrid cloud, and edge-cloud environments. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
A10 Networks is benefiting from strong demand for its solutions from AI-related data centers. ATEN's solutions offer industry-leading efficiency in terms of throughput and low latency, along with integrated security capabilities. A10 Networks' initiatives to develop solutions for Bot Protection, DDoS mitigation and technologies designed specifically for GPU-based AI infrastructure are noteworthy. ATEN's 2025 prospects are expected to be driven by strong security revenue growth.
San Jose, CA-based A10 Networks' shares have declined 0.3% year to date. The Zacks Consensus Estimate for ATEN's 2025 earnings has been steady at 88 cents per share in the past 30 days.
Ondas: This Zacks Rank #3 (Hold) company is a provider of private wireless, drone, and automated data solutions. Ondas Networks provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. Ondas Autonomous Systems' business unit develops and integrates drone-based solutions focusing on high-performance critical applications for government and Tier-1 commercial enterprises.
The company is benefiting from strong demand for its Autonomous Drone platforms. At the end of the first quarter of 2025, order backlog was $16.8 million. Based on strong demand for both Iron Drone and Optimus Ondas expects orders to grow with revenues of at least $25 million for 2025.
Shares of Boston, MA-based Ondas have declined 34.4% year to date. The Zacks Consensus Estimate for Ondas' 2025 loss has narrowed by a penny to 39 cents per share over the past 30 days.
Why Haven't You Looked at Zacks' Top Stocks?
Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.
Today you can access their live picks without cost or obligation.
See Stocks Free >>
Join us on Facebook: https://www.facebook.com/ZacksInvestmentResearch/
Zacks Investment Research is under common control with affiliated entities (including a broker-dealer and an investment adviser), which may engage in transactions involving the foregoing securities for the clients of such affiliates.
Media Contact
Zacks Investment Research
800-767-3771 ext. 9339
support@zacks.com
https://www.zacks.com
Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.
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
A10 Networks, Inc. (ATEN) : Free Stock Analysis Report
Ondas Holdings Inc. (ONDS) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
Zacks Investment Research
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
4 days ago
- Yahoo
Zacks Industry Outlook Highlights A10 Networks and Ondas
Chicago, IL – June 11, 2025 – Today, Zacks Equity Research discusses A10 Networks ATEN and Ondas ONDS. Link: The Zacks Communication-Network Software industry players like A10 Networks and Ondas are gaining from the ongoing digitalization efforts, including a shift to cloud computing and the rapid deployment of 5G-based networks. The strong demand for network security benefits industry participants, as a secure environment is required to run cloud-based applications. Industry players are leveraging artificial intelligence (AI) and machine learning to develop security solutions, thereby providing better threat protection systems. However, the industry players are suffering from challenging macroeconomic conditions and persistent inflation. Small and medium businesses have deferred capital spending on infrastructure buildout due to higher interest rates and inflation, which does not bode well for industry players. The Zacks Communication-Network Software industry comprises companies that provide software solutions supporting cloud, on-premise and hybrid environments, communication technology solutions, including broadband and Voice Over Internet Protocol, digital communication services delivered as software-as-a-service and telecom solutions, supporting the proliferation and the deployment of 5G and 6G networks of the future. There are a few companies that offer solutions based on the Open Radio Access Network standard. Others offer wireless connectivity solutions for mission-critical Industrial Internet applications and services. Solutions from these companies support a variety of industries, including telecommunications, technology, industrial, government, retail, financial, gaming and education. : Rapid digitalization, driven by the disruption caused by the pandemic, has increased the demand for cloud-based applications, virtualized software and container-based software. Applications are being developed in the cloud, which is creating opportunities and, at the same time, challenges for industry participants in terms of performance and security. Rising cyberattacks, including Distributed Denial of Service attacks and attacks using malware through Transport Layer Security and Secure Sockets Layer protocols, are redefining the cyber threat landscape. Enterprises are spending more on cloud-based security solutions. Moreover, the software-defined approach is increasingly preferred over legacy hardware-centric models due to the need for agility. : The ongoing rapid transition to the cloud has increased the importance of automation tools. Enterprises are adopting automated tools to deploy and operate security and application services. This is improving performance monitoring and detection, reporting security anomalies and reducing overall costs. : Industry participants are benefiting from a continued rise in demand for data-intensive bandwidth and the need for reduced latency associated with smartphones, tablets and machine-to-machine communication. The proliferation of data centers, big data, cloud-based services, streaming media content and IoT are key catalysts. The rapid deployment of 5G networks is creating a massive growth opportunity for telecom providers who are using solutions provided by industry participants. The Zacks Communication-Network Software industry is housed within the broader Zacks Computer And Technology sector. It carries a Zacks Industry Rank #93, which places it in the top 38% of more than 250 Zacks industries. The group's Zacks Industry Rank, which is the average of the Zacks Rank of all the member stocks, indicates bright near-term prospects. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than two to one. Given the bullish prospects, there are a handful of stocks worth watching in this prospering industry. But, before we present these stocks, it is worth looking at the industry's shareholder returns and current valuation first. The Zacks Communication-Network Software industry has outperformed the Zacks S&P 500 composite and its sector in the past year. The industry has appreciated 23% over this period compared with the Zacks Computer and Technology sector's return of 10.6% and the S&P 500's appreciation of 11.6%. On the basis of trailing 12-month EV/Sales, a commonly used multiple for valuing network software companies, we see that the industry is currently trading at 2.68X compared with the S&P 500's 5.19X and the sector's 7.08X. Over the past five years, the industry has traded as high as 2.83X and as low as 2.35X, with the median being 2.7X. A10 Networks: This Zacks Rank #2 (Buy) company is a leading provider of security and infrastructure solutions for on-premises, hybrid cloud, and edge-cloud environments. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. A10 Networks is benefiting from strong demand for its solutions from AI-related data centers. ATEN's solutions offer industry-leading efficiency in terms of throughput and low latency, along with integrated security capabilities. A10 Networks' initiatives to develop solutions for Bot Protection, DDoS mitigation and technologies designed specifically for GPU-based AI infrastructure are noteworthy. ATEN's 2025 prospects are expected to be driven by strong security revenue growth. San Jose, CA-based A10 Networks' shares have declined 0.3% year to date. The Zacks Consensus Estimate for ATEN's 2025 earnings has been steady at 88 cents per share in the past 30 days. Ondas: This Zacks Rank #3 (Hold) company is a provider of private wireless, drone, and automated data solutions. Ondas Networks provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. Ondas Autonomous Systems' business unit develops and integrates drone-based solutions focusing on high-performance critical applications for government and Tier-1 commercial enterprises. The company is benefiting from strong demand for its Autonomous Drone platforms. At the end of the first quarter of 2025, order backlog was $16.8 million. Based on strong demand for both Iron Drone and Optimus Ondas expects orders to grow with revenues of at least $25 million for 2025. Shares of Boston, MA-based Ondas have declined 34.4% year to date. The Zacks Consensus Estimate for Ondas' 2025 loss has narrowed by a penny to 39 cents per share over the past 30 days. Why Haven't You Looked at Zacks' Top Stocks? Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year. Today you can access their live picks without cost or obligation. See Stocks Free >> Join us on Facebook: Zacks Investment Research is under common control with affiliated entities (including a broker-dealer and an investment adviser), which may engage in transactions involving the foregoing securities for the clients of such affiliates. Media Contact Zacks Investment Research 800-767-3771 ext. 9339 support@ Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit for information about the performance numbers displayed in this press release. 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 A10 Networks, Inc. (ATEN) : Free Stock Analysis Report Ondas Holdings Inc. (ONDS) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
4 days ago
- Yahoo
2 Network Software Stocks to Watch From a Prospering Industry
The Zacks Communication-Network Software industry players like A10 Networks ATEN and Ondas ONDS are gaining from the ongoing digitalization efforts, including a shift to cloud computing and the rapid deployment of 5G-based networks. The strong demand for network security benefits industry participants, as a secure environment is required to run cloud-based applications. Industry players are leveraging artificial intelligence (AI) and machine learning to develop security solutions, thereby providing better threat protection systems. However, the industry players are suffering from challenging macroeconomic conditions and persistent inflation. Small and medium businesses have deferred capital spending on infrastructure buildout due to higher interest rates and inflation, which does not bode well for industry players. Industry Description The Zacks Communication-Network Software industry comprises companies that provide software solutions supporting cloud, on-premise and hybrid environments, communication technology solutions, including broadband and Voice Over Internet Protocol, digital communication services delivered as software-as-a-service and telecom solutions, supporting the proliferation and the deployment of 5G and 6G networks of the future. There are a few companies that offer solutions based on the Open Radio Access Network standard. Others offer wireless connectivity solutions for mission-critical Industrial Internet applications and services. Solutions from these companies support a variety of industries, including telecommunications, technology, industrial, government, retail, financial, gaming and education. 3 Trends Shaping the Future of the Communication-Network Software Industry Increased Adoption of Cloud-based Solutions: Rapid digitalization, driven by the disruption caused by the pandemic, has increased the demand for cloud-based applications, virtualized software and container-based software. Applications are being developed in the cloud, which is creating opportunities and, at the same time, challenges for industry participants in terms of performance and security. Rising cyberattacks, including Distributed Denial of Service attacks and attacks using malware through Transport Layer Security and Secure Sockets Layer protocols, are redefining the cyber threat landscape. Enterprises are spending more on cloud-based security solutions. Moreover, the software-defined approach is increasingly preferred over legacy hardware-centric models due to the need for agility. Growing Importance of Automation Tools: The ongoing rapid transition to the cloud has increased the importance of automation tools. Enterprises are adopting automated tools to deploy and operate security and application services. This is improving performance monitoring and detection, reporting security anomalies and reducing overall costs. Rapid Evolution of 5G and 6G Networks: Industry participants are benefiting from a continued rise in demand for data-intensive bandwidth and the need for reduced latency associated with smartphones, tablets and machine-to-machine communication. The proliferation of data centers, big data, cloud-based services, streaming media content and IoT are key catalysts. The rapid deployment of 5G networks is creating a massive growth opportunity for telecom providers who are using solutions provided by industry participants. Zacks Industry Rank Indicates Bright Prospects The Zacks Communication-Network Software industry is housed within the broader Zacks Computer And Technology sector. It carries a Zacks Industry Rank #93, which places it in the top 38% of more than 250 Zacks group's Zacks Industry Rank, which is the average of the Zacks Rank of all the member stocks, indicates bright near-term prospects. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than two to one. Given the bullish prospects, there are a handful of stocks worth watching in this prospering industry. But, before we present these stocks, it is worth looking at the industry's shareholder returns and current valuation first. Industry Outperforms Sector and S&P 500 The Zacks Communication-Network Software industry has outperformed the Zacks S&P 500 composite and its sector in the past industry has appreciated 23% over this period compared with the Zacks Computer and Technology sector's return of 10.6% and the S&P 500's appreciation of 11.6%. Industry's Current Valuation On the basis of trailing 12-month EV/Sales, a commonly used multiple for valuing network software companies, we see that the industry is currently trading at 2.68X compared with the S&P 500's 5.19X and the sector's the past five years, the industry has traded as high as 2.83X and as low as 2.35X, with the median being 2.7X, as the charts below show. 2 Stocks to Watch Right Now A10 Networks: This Zacks Rank #2 (Buy) company is a leading provider of security and infrastructure solutions for on-premises, hybrid cloud, and edge-cloud environments. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. A10 Networks is benefiting from strong demand for its solutions from AI-related data centers. ATEN's solutions offer industry-leading efficiency in terms of throughput and low latency, along with integrated security capabilities. A10 Networks' initiatives to develop solutions for Bot Protection, DDoS mitigation and technologies designed specifically for GPU-based AI infrastructure are noteworthy. ATEN's 2025 prospects are expected to be driven by strong security revenue Jose, CA-based A10 Networks' shares have declined 0.3% year to date. The Zacks Consensus Estimate for ATEN's 2025 earnings has been steady at 88 cents per share in the past 30 days. Ondas: This Zacks Rank #3 (Hold) company is a provider of private wireless, drone, and automated data solutions. Ondas Networks provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. Ondas Autonomous Systems' business unit develops and integrates drone-based solutions focusing on high-performance critical applications for government and Tier-1 commercial company is benefiting from strong demand for its Autonomous Drone platforms. At the end of the first quarter of 2025, order backlog was $16.8 million. Based on strong demand for both Iron Drone and Optimus Ondas expects orders to grow with revenues of at least $25 million for of Boston, MA-based Ondas have declined 34.4% year to date. The Zacks Consensus Estimate for Ondas' 2025 loss has narrowed by a penny to 39 cents per share over the past 30 days. 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 A10 Networks, Inc. (ATEN) : Free Stock Analysis Report Ondas Holdings Inc. (ONDS) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
Yahoo
5 days ago
- Yahoo
Zacks Industry Outlook Highlights CyberArk Software, Okta and Qualys
Chicago, IL – June 10, 2025 – Today, Zacks Equity Research discusses CyberArk Software Ltd. CYBR, Okta, Inc. OKTA and Qualys, Inc. QLYS. Industry: Security Link: The Zacks Security industry is experiencing robust demand for cybersecurity products, driven by the increasing need for secure networks and cloud-based applications, especially with the rise of hybrid work environments. This surge in demand is largely due to a significant increase in data breaches, prompting companies to seek comprehensive IT security solutions. The growing need for privileged access security, fueled by digital transformation and cloud migration strategies, is further boosting the demand for cybersecurity solutions. Companies like CyberArk Software Ltd., Okta, Inc. and Qualys, Inc. are benefiting from these trends. However, the industry's short-term growth prospects may be hampered as organizations delay investments in large and costly technology products due to global economic slowdown concerns, macroeconomic challenges and geopolitical tensions. Furthermore, increased operating expenses related to hiring new employees, and implementing sales and marketing strategies to gain market share are expected to pressure profit margins in the near term. The Zacks Security industry encompasses companies that provide both on-premise and cloud-based security solutions. These solutions cater to a variety of needs, such as identity access management, infrastructure protection, integrated risk management, malware analysis and Internet traffic management, among others. The industry offers a diverse range of security solutions, many of which can be used interchangeably. These solutions are broadly categorized into three types — Computer Security, Cybersecurity and Information Security. Computer Security focuses on safeguarding the software and hardware of computer systems from vulnerabilities. Cybersecurity encompasses areas like web security, network security, application security, container security and information security. Information Security deals with the protection of data in all forms, whether physical or digital. The increasing frequency of cyberattacks is escalating the need for robust security solutions. These threats not only impact individual companies but also pose risks to national security in some countries. Companies in the security industry are actively addressing these issues as there is a growing need for protection against spear phishing, credential-based attacks, account takeovers and ransomware. The shift toward digital transformation and cloud migration is driving the demand for cybersecurity solutions. Sectors ranging from education and entertainment to healthcare are increasingly relying on technology, making them vulnerable to cyberattacks. Public institutions and large companies, as well as smaller organizations with less stringent security measures, are at risk. The deployment of 5G has expanded the Internet of Things (IoT) and artificial intelligence (AI), which, while simplifying operations, will increase cybercrime rates due to greater technological reliance. Uncertain macroeconomic conditions and geopolitical issues may lead enterprises to delay significant IT investments. Amid current economic challenges, organizations are likely to conserve cash and reduce spending, which could negatively affect the security market in the short term. To remain competitive in the IT security market, companies are continually investing in expanding their capabilities. This includes substantial investments in research and development to enhance product offerings and improve overall security solutions for clients. Additionally, firms are heavily investing in sales and marketing, particularly by increasing their sales workforce. These elevated operating expenses, aimed at gaining market share, may reduce profit margins in the near term. The Zacks Security industry is housed within the broader Zacks Computer and Technology sector. It carries a Zacks Industry Rank #19, which places it among the top 8% of nearly 250 Zacks industries. The group's Zacks Industry Rank, which is the average of the Zacks Rank of all the member stocks, indicates solid near-term prospects. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than two to one. The industry's positioning in the top 50% of the Zacks-ranked industries is a result of a positive earnings outlook for the constituent companies in aggregate. Looking at the aggregate earnings estimate revisions, it appears that analysts are optimistic about this group's earnings growth potential. The industry's bottom-line estimate for 2025 has moved up to $1.45 from earnings of $1.35 expected a year ago. Over the past year, the Zacks Security industry has outperformed the broader Zacks Computer and Technology sector and the S&P 500 composite. The industry has soared 38.3% during this period, while the broader sector and the S&P 500 have returned 11.8% and 11.9%, respectively. On the basis of the forward 12-month price-to-sales ratio (P/S), which is a commonly used multiple for valuing Security stocks, the industry is currently trading at 14.77, higher than the S&P 500's 5.12 and the sector's 6.37. Over the last five years, the industry has traded as high as 19.36X and as low as 6.92X, with a median of 12.56X. CyberArk Software: Founded in 1999, the company offers services that protect organizational privileged accounts from cyberattacks. Currently, CYBR sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today's Zacks #1 Rank stocks here. CyberArk Software is benefiting from the rising demand for cybersecurity and privileged access security solutions due to the long list of data breaches and increasing digital transformation strategies. A strong presence across verticals, such as banking, healthcare, government and utilities, is safeguarding CyberArk Software from the adverse effects of softening IT spending. The company's strategic mix shift toward software-as-a-service and subscription-based solutions is driving top-line growth. The consensus mark for its 2025 earnings has been revised upward by 13 cents to $3.79 per share over the past 30 days. Shares of CYBR have soared 60% over the past year. Qualys: It has been a leading force in offering information security solutions. Qualys' suite of IT, security and compliance solutions spans diverse applications, including asset management, IT security, cloud-native security, web application security and compliance. Qualys is benefiting from the increasing demand for cloud-based cybersecurity solutions amid growing cyber threats and digital transformation initiatives. With a diverse customer base that includes enterprises, SMBs and government entities, the company maintains a balanced customer mix, which keeps it resilient against fluctuations in IT spending. Qualys' continuous innovation and focus on expanding product capabilities position it well to navigate market challenges and sustain long-term growth despite potential macroeconomic disruptions. A continuous increase in Vulnerability Management, Detection and Response to customer penetration is an upside. Qualys currently sports a Zacks Rank #1. The consensus mark for its 2025 earnings has been revised upward by 9 cents to $6.17 per share over the past 30 days. Shares of QLYS have risen 3.8% over the past year. Okta: It is a leading provider of identity security for enterprises. Okta's Workforce Identity Cloud combines access management, identity governance and privileged access to provide a gateway that enables its workforce-based customers to securely connect to Okta's applications from multiple devices. Okta's Customer Identity Cloud provides bot detection, fraud prevention and account takeover attack protection. Both platforms offer Adaptive Multi-Factor Authentication for secure connectivity. Its Workforce Identity Cloud and Customer Identity Cloud solutions are experiencing increased traction as a growing number of organizations are adopting digital transformation and cloud migration strategies. The company was serving approximately 20,000 customers at the end of the first quarter of fiscal 2026. Okta currently carries a Zacks Rank #2 (Buy). The consensus mark for its fiscal 2026 earnings has been revised upward by 9 cents to $3.28 per share over the past 30 days. Shares of OKTA have rallied 17.9% over the past year. Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year. Today you can access their live picks without cost or obligation. See Stocks Free >> Media Contact Zacks Investment Research 800-767-3771 ext. 9339 support@ Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit for information about the performance numbers displayed in this press release. 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 Qualys, Inc. (QLYS) : Free Stock Analysis Report CyberArk Software Ltd. (CYBR) : Free Stock Analysis Report Okta, Inc. (OKTA) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
