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Software '24: CyberSecurity
8 tickers · $534.93B total market cap
Group: Software
Software '24: CyberSecurity tracks 8 publicly listed stocks in this theme: CHKP, CRWD, FTNT, NET, PANW, RPD, S, ZS. See the constituent table for details.
Constituents
Build 20260520T081747
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Palo Alto Networks, Inc.PANW | 02/17/2026 (AMC) | 06/02/2026 (AMC) | -7.65% | — | 57.62% | — | $163.65B | 12.5000 |
CrowdStrike Holdings, Inc.CRWD | 03/03/2026 (AMC) | 06/03/2026 (AMC) | 8.88% | — | 51.31% | — | $157.02B | 12.5000 |
Fortinet, Inc.FTNT | 05/06/2026 (AMC) | 05/06/2026 (AMC) | 4.85% | 20.07% | 8.69% | 18.22% | $93.52B | 12.5000 |
Cloudflare, Inc.NET | 05/07/2026 (AMC) | 05/07/2026 (AMC) | 2.88% | -21.10% | 38.68% | 5.40% | $73.07B | 12.5000 |
Zscaler, Inc.ZS | 02/26/2026 (AMC) | 05/26/2026 (AMC) | -12.17% | — | 19.23% | — | $28.18B | 12.5000 |
Check Point Software Technologies Ltd.CHKP | 04/30/2026 | 04/30/2026 | 4.26% | -18.18% | -34.41% | 10.02% | $13.13B | 12.5000 |
SentinelOne, Inc.S | 03/12/2026 (AMC) | 05/28/2026 (AMC) | 5.37% | — | 21.63% | — | $5.90B | 12.5000 |
Rapid7, Inc.RPD | 05/05/2026 (AMC) | 05/05/2026 (AMC) | -31.76% | 1.23% | -5.78% | 5.94% | $465.1M | 12.5000 |
| Average | -3.17% | -4.50% | 19.62% | 9.89% | $66.87B | 12.5000 | ||
| Median | 3.57% | -8.48% | 20.43% | 7.98% | $50.63B | 12.5000 | ||
| Std Dev | 12.71% | 16.58% | 28.50% | 5.13% | $62.00B | 0.0% | ||
| Min | -31.76% | -21.10% | -34.41% | 5.40% | $465.1M | 12.5000 | ||
| Max | 8.88% | 20.07% | 57.62% | 18.22% | $163.65B | 12.5000 | ||
| % Positive Tickers | 62.50% | 50.00% | 75.00% | 100.00% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.