Key Takeaways SWKS beat Q2 FY26 revenue and EPS expectations, though EPS fell 7% and sales slipped 1%.Broad Markets rose 10% y/y to 42% of sales; WiFi, data center and auto grew 30%.SWKS cited an Android OEM win greater than $1B through 2030 and guided Q3 revenues of $900-$950M. Skyworks Solutions (SWKS - Free Report) reported second-quarter fiscal 2026 earnings of $1.15 per share, which beat the Zacks Consensus Estimate by 10.6% but declined 7.3% year over year.
Revenues came in at $943.7 million, down 1% from the year-ago quarter and beat the consensus mark by 4.8%. Broad Markets stood out again, representing 42% of sales and rising 10% year over year, supported by momentum across WiFi, data center and automotive.
SWKS Shows Upside Across Mobile and Broad MarketsSWKS said results landed above the high end of its outlook, citing upside in both mobile and broad markets. Management pointed to solid demand signals, lean channel inventories and strength in premium, high-complexity solutions as supportive factors during the reported quarter.
On the call, the company also highlighted nine consecutive quarters of growth in Broad Markets, with roughly $400 million of quarterly revenues in that business. WiFi, data center and automotive together made up nearly two-thirds of Broad Markets and collectively grew 30% year over year, reinforcing the company’s diversification push.
Skyworks’ Mobile Mix Reflects Customer ConcentrationMobile represented 58% of total revenues in the reported quarter, and Skyworks said performance ran ahead of its expectations on healthy sell-through at its top customer and product execution. Customer concentration remained elevated, with the largest customer accounting for approximately 60% of revenue.
Management reiterated its view that long-term RF content opportunity remains intact, citing a stronger unit backdrop and the potential for rising RF complexity. The company also said it has not seen an impact from broader industry discussion around memory supply and pricing so far, while noting it is monitoring the environment closely.
Skyworks Details Design Win and Technology Road MapSkyworks emphasized a multi-generational design win with a leading Android OEM that is expected to generate over $1 billion in revenues through 2030. Management characterized the award as incremental business in the premium segment and said it reflects technology differentiation and collaboration with the customer across multiple product generations.
The company also outlined product momentum across several fronts, including BAW filters targeting early 6G FR3 spectrum and next-generation RF front-end solutions supporting frequencies above 7 gigahertz. It additionally cited expansion in timing products, including new clock buffers aimed at data center, wireless infrastructure and PCIe Gen 7 applications and said it is engaged with customers on early WiFi 8 programs.
SWKS Margins Hold as Input Costs Stay a HeadwindProfitability was steady despite cost pressures. Gross profit was $425 million, translating to a gross margin of 45%, which management said aligned with the midpoint of guidance. However, on a year-over-year basis, gross margin contracted 160 basis points (bps).
Operating expenses on a GAAP basis were $343.2 million, up 16.6% year over year. Research & development expenses increased 13.9% year over year, while selling, general and administrative expenses jumped 36%.
Operating income on a non-GAAP basis was $189 million, down 15% year over year. Operating margin of 20% contracted 330 bps year over year. The company said higher input costs remained a modest headwind, but it has been working to contain those pressures through cost controls and selective price adjustments.
SWKS Balance Sheet Stays Flexible, Dividend ContinuesSkyworks ended the quarter with approximately $1.4 billion in cash and investments and $1 billion in debt, maintaining what management described as a strong balance sheet with flexibility to support strategic priorities.
The company paid $107 million in quarterly dividends and declared a cash dividend of 71 cents per share, payable June 16, 2026, to stockholders of record as of May 26, 2026.
Management also noted that, under operating covenants tied to its merger agreement, it supported Qorvo’s $400 million share repurchase during the quarter.
Skyworks Guides for Seasonal Mobile and Steady Broad MarketsFor the third quarter of fiscal 2026, Skyworks expects revenues in the range of $900 million to $950 million. Management anticipates mobile to decline low single digits sequentially, consistent with typical seasonality, while Broad Markets is expected to rise modestly sequentially and represent about 43% of sales, up high single digits year over year.
Gross margin is projected to be approximately 44.5% to 45.5%, with operating expenses expected between $235 million and $245 million. Below the line, Skyworks guided about $4 million in other expenses, a 10% effective tax rate and a diluted share count of 151 million shares, with expected earnings of $1.03 per share at the midpoint of the revenue range.
Zacks Rank & Stocks to ConsiderSkyworks currently carries a Zacks Rank #3 (Hold).
Some better-ranked stocks in the broader Zacks Computer and Technology sector that are set to report their quarterly results are Docebo (DCBO - Free Report) , Diodes (DIOD - Free Report) and Keysight Technologies (KEYS - Free Report) . Each of the three stocks sports a Zacks Rank #1 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Diodes, Docebo and Keysight Technologies are set to report their quarterly results on May 7, 8 and 19, respectively. Year to date, shares of Diodes and Keysight Technologies have jumped 128% and 75.2%, respectively, while Docebo has dropped 8.4%.
Citrini Research may not be the household name that Goldman Sachs, but the macro-focused research firm made a name for itself earlier this year with a blog post entitled, "The 2028 Global Intelligence Crisis."
That thought experiment outlined a theoretical dystopian future where AI destroys jobs and transforms the modern economy. The blog post also gave a convincing narrative of how software stocks could get upended by AI, and the software-as-a-service sector plunged on the news as it captured the zeitgeist of investor fear at the moment.
Now, in a post on X, Citrini dropped a theory about how to find the top chip stocks, which is simply to look for the ones that haven't surged yet.
This is going to really upset some people but this is the part of the cycle where you can pretty much do a screen by sector = semiconductor, find the last names that haven't tripled this cycle yet and still trade at the lower end of historical valuation range and then just buy em
-- Citrini (@citrini) May 5, 2026 Based on the recent movement in the semiconductor sector, that theory makes sense.
Nvidia was the original flagbearer in the AI boom. However, last year, the momentum passed on to memory chip stocks like Micron, which has surged over the last year. More recently, it's shifted to CPU stocks like Intel, AMD, and Arm.
Intel's recent surge may offer the best evidence for why Citrini's theory could play out. The company has not yet reported particularly strong growth numbers, but a hint of turnaround was enough to make it bounce after its latest earnings report. Its revenue rose 7%, while it guided to 11% growth in the second quarter.
So what could be next? Let's take a look at some of the prospects according to Citrini's theory.
The semiconductor laggards Out of 57 semiconductors with market caps above $300 million, according to a stock screener, only two have had negative returns over the last year. In fact, only two have gained less than 25% in the last year. Those are Wolfspeed (Nasdaq: WOLF) and Skyworks (SWKS +1.70%).
Wolfspeed may be best known for filing for bankruptcy last year, but after cutting its debt burden by 70% and extending debt maturities, the company has significantly improved its financial health, and the stock has surged over the last month along with the rest of the semiconductor industry.
The company is still losing money, and gross margin is well into the red at -27% in its just-reported third quarter. However, Wolfspeed is seeing growth in its AI data center applications business, which seems to be enough to drive its recent surge. Still, it remains a high-risk stock.
Skyworks has missed out on the semiconductor rally, as the company struggles to grow revenue, reporting essentially flat growth in its most recent quarter. The company is highly exposed to the smartphone market, which has been weak recently, though it could benefit from the growth of Edge AI, or AI in end-user devices like smartphones. If Edge AI takes off, Skyworks looks poised to capitalize.
Some other possibilities include Qualcomm (QCOM +4.28%), another leading provider of smartphone chips, which has started to surge recently. Qualcomm is expected to be a leader in Edge AI thanks to its Snapdragon platform, and the company is reportedly working with OpenAI to develop processors for "AI agent" smartphones. Like Skyworks, Qualcomm has also struggled to grow its revenue recently, but investors seem to see it catching AI tailwinds, in part because of the partnership with OpenAI.
Image source: Getty Images.
Will the laggards catch up? Picking individual winners based on the set of laggards isn't easy, but the theory seems correct as AI is likely to lift edge chip companies as well as others that have yet to feel the tailwinds from the new tech boom.
As the recent surge in Qualcomm, as well as chip stocks like Texas Instruments and GlobalFoundries, shows, a basket of chip stocks that have yet to surge could prove to be a winner over the next year or two.
NEW YORK, May 08, 2026 (GLOBE NEWSWIRE) -- Kuehn Law, PLLC, a shareholder litigation law firm, is investigating whether certain officers and directors of Skyworks Solutions, Inc. (NASDAQ: SWKS) breached their fiduciary duties to shareholders.
According to a federal securities lawsuit, Insiders at Skyworks caused the company to misrepresent or fail to disclose material adverse facts concerning the true state of Skyworks’ client base; notably, that its long-standing relationship with Apple, its largest customer, did not guarantee that Apple would maintain its business relationship with Skyworks for its anticipated iPhone launch. Additionally, insiders oversold Skyworks’ position and ability to capitalize on AI in the smartphone upgrade cycle.
If you currently own SWKS and purchased prior to July 30, 2024 please contact Justin Kuehn, Esq. by email at [email protected] or call (833) 672-0814. Kuehn Law pays all case costs and does not charge its investor clients. Shareholders should contact the firm immediately as there may be limited time to enforce your rights.
Why Your Participation Matters:
As a shareholder your voice matters, and by getting involved, you contribute to the integrity and fairness of the financial markets. Your investment. Your voice. Your future.™
New York, New York--(Newsfile Corp. - May 8, 2026) - Kuehn Law, PLLC, a shareholder litigation law firm, is investigating whether certain officers and directors of Skyworks Solutions, Inc. (NASDAQ: SWKS) breached their fiduciary duties to shareholders.
According to a federal securities lawsuit, Insiders at Skyworks caused the company to misrepresent or fail to disclose material adverse facts concerning the true state of Skyworks' client base; notably, that its long-standing relationship with Apple, its largest customer, did not guarantee that Apple would maintain its business relationship with Skyworks for its anticipated iPhone launch. Additionally, insiders oversold Skyworks' position and ability to capitalize on AI in the smartphone upgrade cycle.
If you currently own SWKS and purchased prior to July 30, 2024 please contact Justin Kuehn, Esq. by email at [email protected] or call (833) 672-0814. Kuehn Law pays all case costs and does not charge its investor clients. Shareholders should contact the firm immediately as there may be limited time to enforce your rights.
Why Your Participation Matters:
As a shareholder your voice matters, and by getting involved, you contribute to the integrity and fairness of the financial markets. Your investment. Your voice. Your future.™
Philadelphia, Pennsylvania--(Newsfile Corp. - May 10, 2026) - What is Happening? Grabar Law Office is investigating claims on behalf of shareholders of Skyworks Solutions, Inc. (NASDAQ: SKWS) as a securities fraud class action has survived a motion to dismiss. The investigation concerns whether certain officers and directors breached the fiduciary duties they owed to the company.
If you purchased Skyworks Solutions, Inc. (NASDAQ: SKWS) shares prior to July 30, 2024, and still hold shares today, you can seek corporate reforms, the return of funds back to the company, and a court approved incentive award at no cost to you whatsoever. Please visit https://grabarlaw.com/the-latest/skyworks-shareholder-investigation/, contact Joshua Grabar at [email protected], or call 267-507-6085 to learn more.
Why? Key allegations of a federal securities fraud class action complaint filed against Skyworks Solutions, Inc. (NASDAQ: SKWS) and certain of its officers have now survived a motion to dismiss.
The underlying complaint alleges that Skyworks, through certain of its officers, provided investors with material information concerning Skyworks' expected revenue for the fiscal year 2025. Defendants' statements included, among other things, confidence in Skyworks' ability to expand its mobile business and capitalize on its growth potential by investing in new technologies to diversify its portfolio of offerings. It is alleged that Defendants provided these overwhelmingly positive statements to investors while, at the same time, disseminating materially false and misleading statements and/or concealing material adverse facts concerning the true state of Skyworks' client base; notably, that its long-standing relationship with Apple, its largest customer, did not guarantee that Apple would maintain its business relationship with Skyworks for its anticipated iPhone launch. Additionally, the Complaint alleges Defendants oversold Skyworks' position and ability to capitalize on AI in the smartphone upgrade cycle.
On May 6, 2026, the United States District Court for the Central District of California determined that: "Plaintiffs have shown with the requisite plausibility through their confidential witnesses, competitor statements, and analyst reports that material omissions could have been made." Further, "the allegations in the complaint, taken collectively, give rise to a cogent and compelling inference of scienter that is at least as strong as any opposing innocent inference."
What Can You Do Now? If you purchased Skyworks Solutions, Inc. (NASDAQ: SKWS) shares prior to July 30, 2024, and still hold shares today, you are encouraged to visit https://grabarlaw.com/the-latest/skyworks-shareholder-investigation/, contact Joshua Grabar at [email protected], or call 267-507-6085. You can seek corporate reforms, the return of funds back to the company, and a court approved incentive award at no cost to you whatsoever.
#SKWS $SKWS #Skyworks
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, /PRNewswire/ -- Kuehn Law, PLLC, a shareholder litigation law firm, is investigating whether certain officers and directors of Skyworks Solutions, Inc. (NASDAQ: SWKS) breached their fiduciary duties to shareholders.
According to a federal securities lawsuit, Insiders at Skyworks caused the company to misrepresent or fail to disclose material adverse facts concerning the true state of Skyworks' client base; notably, that its long-standing relationship with Apple, its largest customer, did not guarantee that Apple would maintain its business relationship with Skyworks for its anticipated iPhone launch. Additionally, insiders oversold Skyworks' position and ability to capitalize on AI in the smartphone upgrade cycle.
If you currently own SWKS and purchased prior to July 30, 2024 please contact Justin Kuehn, Esq. by email at [email protected] or call (833) 672-0814. Kuehn Law pays all case costs and does not charge its investor clients. Shareholders should contact the firm immediately as there may be limited time to enforce your rights.
Why Your Participation Matters:
As a shareholder your voice matters, and by getting involved, you contribute to the integrity and fairness of the financial markets. Your investment. Your voice. Your future.™
On May 20, 2026, Skyworks Solutions Inc SWKS shares rose 5.7% to a current price of $74.35. This recent uptick follows a strong performance over the past month, where shares have increased by 25.0%. Over the last year, the stock has fluctuated between a 52-week high of $90.90 and a low of $51.93.
GF Value™ verdict: Shares are currently priced at $74.35, which is 12.4% below the GF Value™ estimate of $84.90.GF Score™ of 73/100 indicates that SWKS is above average compared to its peers.Financial Strength rating of 8/10 suggests a solid foundation for the company. Is SWKS Overvalued or Undervalued? Skyworks Solutions Inc is currently trading at a price of $74.35, which is 12.4% undervalued when compared to the GF Value™ estimate of $84.90. This suggests a margin of safety for potential investors, as the stock is not only below its intrinsic value but also indicates an opportunity for appreciation. The GF Valuation label categorizes SWKS as modestly undervalued, which aligns with the notion that the current market price may not fully reflect the company's underlying value. GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates.
While the undervaluation presents a favorable opportunity, investors should remain cautious and consider the broader market conditions and the company's growth prospects before making any decisions. The relatively low growth rank of 1/10 indicates potential challenges in the growth aspect of SWKS's business, which should be factored into any valuation assessment.
How Does SWKS's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 30.9x 18.6x Forward P/E 15.2x N/A The current P/E ratio of 30.9x is significantly above the 5-year median P/E of 18.6x, indicating that the stock is trading at a premium compared to its historical valuation. This analysis aligns with the GF Value™ verdict, suggesting that while the stock appears undervalued in terms of GF Value™, the elevated P/E ratio indicates potential overvaluation based on historical earnings multiples.
What Does SWKS's GF Score™ Tell Us? Metric Rating GF Score™ 73/100 Financial Strength 8/10 Profitability 8/10 Growth 1/10 Valuation 10/10 Momentum 5/10 The GF Score™ of 73/100 indicates that SWKS has a relatively strong position in terms of financial strength and profitability, both rated at 8/10. However, the growth rank of 1/10 is a notable weakness, suggesting that the company may face challenges in expanding its revenue base. The valuation rank of 10/10 reinforces the idea that the stock is undervalued, but the low growth score raises concerns that should not be overlooked.
What Are Insiders Doing with SWKS Stock? In the last three months, there have been no insider transactions reported for Skyworks Solutions Inc. This lack of activity may suggest that insiders are not currently making significant moves to buy or sell shares, which could indicate confidence in the company's stability or a lack of urgency to capitalize on perceived undervaluation.
What This Means for Investors Based on the analysis, Skyworks Solutions Inc SWKS appears to be undervalued according to the GF Value™, which estimates the fair value at $84.90 compared to the current price of $74.35. However, the elevated P/E ratio and low growth score indicate potential risks that should be considered. Overall, the stock presents an opportunity, but investors should carefully assess the company's growth prospects and broader market conditions.
For the complete analysis, visit the Skyworks Solutions Inc SWKS stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.
Frequently Asked Questions What is SWKS's GF Score™?
SWKS has a GF Score™ of 73/100, indicating that it performs above average compared to its peers in terms of financial strength, profitability, and valuation.
Is SWKS overvalued or undervalued?
SWKS is currently undervalued, with a GF Value™ estimate of $84.90 compared to its current trading price of $74.35.
What is SWKS's P/E ratio?
The P/E ratio for SWKS is 30.9x, which is significantly above its 5-year median P/E of 18.6x, indicating that it is trading at a premium compared to its historical valuation.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
Shareholders are encouraged to contact the firm to discuss their rights and options at no cost or obligation. We would handle any matter on a contingent fee basis, whereby you would not be responsible for out-of-pocket payment of our legal fees or expenses.
Shareholders should contact the firm immediately as there may be limited time to enforce your rights.
, /PRNewswire/ -- Halper Sadeh LLC, an investor rights law firm, is investigating whether certain officers and directors of Skyworks Solutions, Inc. (NASDAQ: SWKS) breached their fiduciary duties to shareholders.
If you currently own Skyworks stock and are a long-term shareholder, you may be able to seek corporate governance reforms, the return of funds back to the company, a court-approved financial incentive award, or other relief and benefits. Please click here to learn more about your legal rights and options or contact Daniel Sadeh or Zachary Halper at (212) 763-0060 or [email protected] or [email protected].
Why Your Participation Matters:
Shareholder involvement can help improve a company's policies, practices, and oversight mechanisms to create a more transparent, accountable, and effectively managed organization, which can enhance shareholder value.
Halper Sadeh LLC represents investors all over the world who have fallen victim to securities fraud and corporate misconduct. Our attorneys have been instrumental in implementing corporate reforms and recovering millions of dollars on behalf of defrauded investors.
Attorney Advertising. Prior results do not guarantee a similar outcome.
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On June 02, 2026, Skyworks Solutions Inc SWKS shares rose 4.8%, closing at $79.14. The stock has shown a 52-week range of $51.93 to $90.90, reflecting significant volatility over the past year.
GF Value™ verdict: Shares are currently priced at $79.14, which is 6.6% undervalued compared to the GF Value™ estimate of $84.73.GF Score™: 75/100, indicating an above-average ranking based on key financial metrics.Most notable signal: Financial Strength is rated 8/10, highlighting a solid financial foundation. Is SWKS Overvalued or Undervalued? The current price of Skyworks Solutions Inc SWKS at $79.14 is 6.6% below the GF Value™ estimate of $84.73, indicating that the stock is undervalued. This margin of safety suggests an opportunity for potential gains, although it is essential to consider the overall market conditions and future performance estimates. The GF Valuation label categorizes SWKS as fairly valued, emphasizing that while there is undervaluation, caution is warranted due to market volatility and sector dynamics.
GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates. As such, the current undervaluation presents an interesting opportunity, particularly for those looking for growth potential in the semiconductor industry, where Skyworks operates.
How Does SWKS's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 32.8x 18.6x Forward P/E 15.2x N/A Skyworks’ current P/E ratio of 32.8x is significantly above its 5-year median P/E of 18.6x, indicating that the stock is trading at a premium compared to its historical valuation. This analysis aligns with the GF Value™ verdict, suggesting that while there is an undervaluation based on intrinsic value, the stock's current P/E indicates a higher market expectation, which could warrant caution.
What Does SWKS's GF Score™ Tell Us? Metric Rating GF Score™ 75/100 Financial Strength 8/10 Profitability 8/10 Growth 1/10 Valuation 10/10 Momentum 7/10 The GF Score™ of 75/100 indicates a strong overall performance, particularly in Financial Strength and Profitability, which are rated 8/10. However, the Growth rank is notably low at 1/10, suggesting challenges in growth prospects for Skyworks. The Valuation rank is strong at 10/10, reinforcing the notion that the stock is currently undervalued based on intrinsic metrics. The Momentum rank of 7/10 indicates positive movement, but investors should monitor the growth aspect closely.
What Are Insiders Doing with SWKS Stock? In the last three months, there have been no insider transactions reported for Skyworks Solutions Inc SWKS . This lack of insider activity may suggest a neutral sentiment among executives regarding the company's short-term performance. Generally, a pattern of insider buying could indicate confidence in the company’s future, while selling could raise concerns. However, the absence of transactions also implies that insiders are not taking any immediate action, which can be interpreted as a stable outlook from their perspective.
What This Means for Investors Based on the current analysis, Skyworks Solutions Inc SWKS is considered undervalued with respect to the GF Value™ estimate. While the stock shows potential for growth based on its undervalued status, the elevated P/E ratio and low growth rank suggest that investors should proceed with caution and consider the broader market context.
For the complete analysis, visit the Skyworks Solutions Inc SWKS stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.
Frequently Asked Questions What is SWKS's GF Score™?
SWKS has a GF Score™ of 75/100, which indicates an above-average ranking based on financial strength and profitability metrics.
Is SWKS overvalued or undervalued?
SWKS is currently undervalued, with a GF Value™ estimate suggesting a 6.6% upside opportunity from its current price.
What is SWKS's P/E ratio?
SWKS's P/E (TTM) is 32.8x, which is significantly above its 5-year median of 18.6x, indicating it is trading at a premium compared to its historical valuation.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
A month has gone by since the last earnings report for Skyworks Solutions (SWKS - Free Report) . Shares have added about 24.2% in that time frame, outperforming the S&P 500.
But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Skyworks due for a pullback? Well, first let's take a quick look at its latest earnings report in order to get a better handle on the recent drivers for Skyworks Solutions, Inc. before we dive into how investors and analysts have reacted as of late.
SWKS' Q2 Earnings Beat Estimates, Revenues Up on Strong Broad MarketsSkyworks Solutions reported second-quarter fiscal 2026 earnings of $1.15 per share, which beat the Zacks Consensus Estimate by 10.6% but declined 7.3% year over year.
Revenues came in at $943.7 million, down 1% from the year-ago quarter and beat the consensus mark by 4.8%. Broad Markets stood out again, representing 42% of sales and rising 10% year over year, supported by momentum across WiFi, data center and automotive.
SWKS Shows Upside Across Mobile and Broad MarketsSWKS said results landed above the high end of its outlook, citing upside in both mobile and broad markets. Management pointed to solid demand signals, lean channel inventories and strength in premium, high-complexity solutions as supportive factors during the reported quarter.
On the call, the company also highlighted nine consecutive quarters of growth in Broad Markets, with roughly $400 million of quarterly revenues in that business. WiFi, data center and automotive together made up nearly two-thirds of Broad Markets and collectively grew 30% year over year, reinforcing the company’s diversification push.
Skyworks’ Mobile Mix Reflects Customer ConcentrationMobile represented 58% of total revenues in the reported quarter, and Skyworks said performance ran ahead of its expectations on healthy sell-through at its top customer and product execution. Customer concentration remained elevated, with the largest customer accounting for approximately 60% of revenue.
Management reiterated its view that long-term RF content opportunity remains intact, citing a stronger unit backdrop and the potential for rising RF complexity. The company also said it has not seen an impact from broader industry discussion around memory supply and pricing so far, while noting it is monitoring the environment closely.
Skyworks Details Design Win and Technology Road MapSkyworks emphasized a multi-generational design win with a leading Android OEM that is expected to generate over $1 billion in revenues through 2030. Management characterized the award as incremental business in the premium segment and said it reflects technology differentiation and collaboration with the customer across multiple product generations.
The company also outlined product momentum across several fronts, including BAW filters targeting early 6G FR3 spectrum and next-generation RF front-end solutions supporting frequencies above 7 gigahertz. It additionally cited expansion in timing products, including new clock buffers aimed at data center, wireless infrastructure and PCIe Gen 7 applications and said it is engaged with customers on early WiFi 8 programs.
SWKS Margins Hold as Input Costs Stay a HeadwindProfitability was steady despite cost pressures. Gross profit was $425 million, translating to a gross margin of 45%, which management said aligned with the midpoint of guidance. However, on a year-over-year basis, gross margin contracted 160 basis points (bps).
Operating expenses on a GAAP basis were $343.2 million, up 16.6% year over year. Research & development expenses increased 13.9% year over year, while selling, general and administrative expenses jumped 36%.
Operating income on a non-GAAP basis was $189 million, down 15% year over year. Operating margin of 20% contracted 330 bps year over year. The company said higher input costs remained a modest headwind, but it has been working to contain those pressures through cost controls and selective price adjustments.
SWKS Balance Sheet Stays Flexible, Dividend ContinuesSkyworks ended the quarter with approximately $1.4 billion in cash and investments and $1 billion in debt, maintaining what management described as a strong balance sheet with flexibility to support strategic priorities.
The company paid $107 million in quarterly dividends and declared a cash dividend of 71 cents per share, payable June 16, 2026, to stockholders of record as of May 26, 2026.
Management also noted that, under operating covenants tied to its merger agreement, it supported Qorvo’s $400 million share repurchase during the quarter.
Skyworks Guides for Seasonal Mobile and Steady Broad MarketsFor the third quarter of fiscal 2026, Skyworks expects revenues in the range of $900 million to $950 million. Management anticipates mobile to decline low single digits sequentially, consistent with typical seasonality, while Broad Markets is expected to rise modestly sequentially and represent about 43% of sales, up high single digits year over year.
Gross margin is projected to be approximately 44.5% to 45.5%, with operating expenses expected between $235 million and $245 million. Below the line, Skyworks guided about $4 million in other expenses, a 10% effective tax rate and a diluted share count of 151 million shares, with expected earnings of $1.03 per share at the midpoint of the revenue range.
How Have Estimates Been Moving Since Then?In the past month, investors have witnessed a upward trend in estimates review.
The consensus estimate has shifted 6.08% due to these changes.
VGM ScoresAt this time, Skyworks has a poor Growth Score of F, however its Momentum Score is doing a lot better with a C. Charting a somewhat similar path, the stock was allocated a grade of B on the value side, putting it in the second quintile for value investors.
Overall, the stock has an aggregate VGM Score of D. If you aren't focused on one strategy, this score is the one you should be interested in.
OutlookEstimates have been trending upward for the stock, and the magnitude of these revisions looks promising. Notably, Skyworks has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.
Skyworks Solutions, Inc. (SWKS - Free Report) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, SWKS's 50-day simple moving average crossed above its 200-day simple moving average, known as a "golden cross."
Considered an important signifier for a bullish breakout, a golden cross is a technical chart pattern that's formed when a stock's short-term moving average breaks above a longer-term moving average; the most common crossover involves the 50-day and the 200-day, since bigger time periods tend to form stronger breakouts.
A successful golden cross event has three stages. It first begins when a stock's price on the decline bottoms out. Then, its shorter moving average crosses above its longer moving average, triggering a positive trend reversal. The third and final phase occurs when the stock maintains its upward momentum.
A golden cross contrasts with a death cross, another widely-followed chart pattern that suggests bearish momentum could be on the horizon.
SWKS has rallied 10.2% over the past four weeks, and the company is a #3 (Hold) on the Zacks Rank at the moment. This combination indicates SWKS could be poised for a breakout.
The bullish case solidifies once investors consider SWKS's positive earnings outlook. For the current quarter, no earnings estimate has been cut compared to 9 revisions higher in the past 60 days. The Zacks Consensus Estimate has increased too.
Investors may want to watch SWKS for more gains in the near future given the company's key technical level and positive earnings estimate revisions.
NUREMBERG, Germany, June 09, 2026 (GLOBE NEWSWIRE) -- Skyworks Solutions, Inc. (Nasdaq: SWKS), an innovator of high-performance analog and mixed-signal semiconductors connecting people, places and things, today at PCIM 2026 unveiled its new Si829x isolated safety gate driver for electric vehicle (EV) traction inverters and other electrified systems, including eTrucking, industrial motor drives and emerging mobility platforms. Held annually in Nuremberg, Germany, PCIM Expo is the leading global event for power electronics and energy management technologies.
Advanced Safety for Automotive Applications
Developed according to ISO 26262 functional safety standards, the Si829x is suitable for use in functional safety systems rated up to ASIL D, delivering the robustness required for next-generation EV traction inverters. Its integrated protection features include:
Extensive diagnostic fault coverage, notification and managementComprehensive safety mechanisms including power-up self-checks and safe state enforcementGlobally certified isolation technology for enhanced safety and reliability
With applications in battery electric vehicles, hybrid electric vehicles and plug-in hybrids, eTrucking, eAgriculture and exciting new segments like robotaxis and electric vertical take-off and landing (eVTOL) aircraft, Si829x is a comprehensive choice among isolated gate drivers for advanced propulsion systems.
A New Approach to Gate Drive Control
Unlike conventional voltage-mode gate drivers, the Si829x uses ProVCD™, Skyworks’ second-generation variable current drive, with high resolution gate waveform shaping and cycle-by-cycle control through a digital interface. This approach enables:
Reduced switching losses up to 44% compared with voltage modeImproved thermal efficiency through multiple packaging optionsMitigated electromagnetic interference (EMI) and filtering requirementsPrecise 15 Amp 3-phase turn-on and turn-off current waveform controlA smaller PCB footprint and system-level cost savings
Together, these benefits allow manufacturers to increase inverter efficiency while simplifying system design and accelerating development cycles.
“As EV platforms scale globally, automakers face increasing pressure to improve efficiency and integrate advanced features while also lowering system cost,” said Mario Battello, vice president of product line management at Skyworks. “The Si829x introduces a new class of gate driver technology that can enable all of these. By allowing customers to standardize inverter designs across multiple platforms while optimizing performance through software, we believe this solution can help optimize EV drivetrains and improve system-level economics.”
Platform Scalability and Design Flexibility
The Si829x is designed as a configurable platform, allowing engineers to adjust gate drive parameters through software rather than fixed hardware components. This supports:
Design reuse across multiple vehicle platformsFaster development and validation cyclesGreater flexibility to optimize performance, efficiency, or costVendor-agnostic compatibility across power semiconductor technologies By supporting both SiC FETs and IGBTs within a single gate driver platform that integrates a VPOS regulator to provide bipolar gate drive voltages eliminating an external negative gate bias supply, the solution helps customers streamline design efforts and reduce time to production.
Skyworks at PCIM 2026 and Si829x availability
At PCIM Expo 2026 Hall 4A, Stand 328, Skyworks will showcase the Si829x in interactive demonstrations highlighting real-time inverter optimization across EV driving and charging scenarios. These demonstrations illustrate how current-mode gate control can improve efficiency, reduce system complexity and enable flexible inverter design. Si829x production is planned for end July 2026. To learn more, visit skyworksinc.com/go/si829x.
About Skyworks
Skyworks Solutions, Inc. is empowering the wireless networking revolution. We are a leading developer, manufacturer and provider of analog and mixed-signal semiconductors and solutions for numerous applications, including aerospace, automotive, broadband, cellular infrastructure, connected home, defense, entertainment and gaming, industrial, medical, smartphone, tablet and wearables.
Skyworks is a global company with engineering, marketing, operations, sales and support facilities located throughout Asia, Europe and North America and is a member of the S&P 500® market index (Nasdaq: SWKS). For more information, please visit Skyworks’ website: www.skyworksinc.com.
Safe Harbor Statement
Any forward-looking statements contained in this media alert are intended to qualify for the safe harbor from liability established by the Private Securities Litigation Reform Act of 1995. Forward-looking statements include without limitation information relating to future events, results and expectations of Skyworks. Forward-looking statements can often be identified by words such as “anticipates,” “expects,” “forecasts,” “intends,” “believes,” “plans,” “may,” “will” or “continue,” and similar expressions and variations or negatives of these words. Actual events and/or results may differ materially and adversely from such forward-looking statements as a result of certain risks and uncertainties including, but not limited to, our ability to timely and accurately predict market requirements and evolving industry standards and to identify opportunities in new markets; our ability to develop, manufacture, and market innovative products and avoid product obsolescence; our ability to compete in the marketplace and achieve market acceptance of our products; the level of widespread deployment or adoption of commercial 5G networks, AI and other new technologies; the availability and pricing of third-party semiconductor foundry, assembly and test capacity, raw materials and supplier components; the quality of our products; our products’ ability to perform under stringent operating conditions; and other risks and uncertainties identified in the “Risk Factors” section of Skyworks' most recent Annual Report on Form 10-K (and/or Quarterly Report on Form 10-Q) as filed with the Securities and Exchange Commission (“SEC”). Copies of Skyworks' SEC filings can be obtained, free of charge, on Skyworks' website (www.skyworksinc.com) or at the SEC's website (www.sec.gov). Any forward-looking statements contained in this media alert are made only as of the date hereof, and we undertake no obligation to update or revise the forward-looking statements, whether as a result of new information, future events or otherwise.
Note to Editors: ProVCD™, SelVCD™, Skyworks and the Skyworks symbol are trademarks or registered trademarks of Skyworks Solutions, Inc., or its subsidiaries in the United States and other countries. Third-party brands and names are for identification purposes only and are the property of their respective owners.
Live demonstrations highlight real-time power control, efficiency and system performance across AI data center, EV and high-power applications June 10, 2026 03:01 ET | Source: Skyworks Solutions, Inc.
NUREMBERG, Germany, June 10, 2026 (GLOBE NEWSWIRE) -- Skyworks Solutions, Inc. (Nasdaq: SWKS), a leading developer, manufacturer and provider of analog and mixed-signal semiconductors and solutions, will showcase its latest power and gate driver technologies at PCIM Europe 2026, with a focus on enabling next-generation AI data centers, electric vehicle (EV) platforms and industrial high-power applications.
“AI is re-architecting data center power delivery, driving the industry toward higher-voltage DC architectures and creating new requirements for efficiency, functional safety, observability and real-time control,” said Mario Battello, vice president of product line management at Skyworks. “Skyworks is scaling its opportunity across this transition with differentiated isolation, sensing, gate driver and high-voltage protection technologies that support the safe and efficient transfer of power from grid to rack. We are focused first on server power, with a broader opportunity across the infrastructure that can scale with every new AI data center.”
Exhibiting in Hall 4A, Stand 328, Skyworks will feature live demonstrations focused on two high-growth power domains: AI data center infrastructure and intelligent mobility.
Data Center Server Power Flow
An end-to-end view of energy conversion from the AC front end to the server rack, demonstrating how Skyworks isolation and gate driver technologies support efficiency, timing accuracy, noise immunity and reliability in AI data center power architectures.SelVCD™ Technology
Skyworks’ Selectable Variable Current Drive technology, enabling current-driven switching control without added digital complexity to help customers reduce EMI, improves efficiency and accelerate design cycles in data center and industrial power systems.Traction Inverter Dynamometer
An EV inverter optimization platform simulating Skyworks’ software-configurable gate driver technology for SiC and IGBT power devices, connecting device-level switching behavior to vehicle-level energy flow.ProVCD™ Technology
Digitally tunable gate-drive technology that improves efficiency and reduces design complexity, with Si829x integration delivering double-digit reductions in board space, BOM and cost. To learn more about Skyworks at PCIM 2026, visit skyworksinc.com/en/about/PCIM-Europe-2026.
About Skyworks
Skyworks Solutions, Inc. is empowering the wireless networking revolution. We are a leading developer, manufacturer and provider of analog and mixed-signal semiconductors and solutions for numerous applications, including aerospace, automotive, broadband, cellular infrastructure, connected home, defense, entertainment and gaming, industrial, medical, smartphone, tablet and wearables.
Skyworks is a global company with engineering, marketing, operations, sales and support facilities located throughout Asia, Europe and North America and is a member of the S&P 500® market index (Nasdaq: SWKS). For more information, please visit skyworksinc.com.
Safe Harbor Statement
Any forward-looking statements contained in this media alert are intended to qualify for the safe harbor from liability established by the Private Securities Litigation Reform Act of 1995. Forward-looking statements include without limitation information relating to future events, results and expectations of Skyworks. Forward-looking statements can often be identified by words such as “anticipates,” “expects,” “forecasts,” “intends,” “believes,” “plans,” “may,” “will” or “continue,” and similar expressions and variations or negatives of these words. Actual events and/or results may differ materially and adversely from such forward-looking statements as a result of certain risks and uncertainties including, but not limited to, our ability to timely and accurately predict market requirements and evolving industry standards and to identify opportunities in new markets; our ability to develop, manufacture, and market innovative products and avoid product obsolescence; our ability to compete in the marketplace and achieve market acceptance of our products; the level of widespread deployment or adoption of commercial 5G networks, AI and other new technologies; the availability and pricing of third-party semiconductor foundry, assembly and test capacity, raw materials and supplier components; the quality of our products; our products’ ability to perform under stringent operating conditions; and other risks and uncertainties identified in the “Risk Factors” section of Skyworks' most recent Annual Report on Form 10-K (and/or Quarterly Report on Form 10-Q) as filed with the Securities and Exchange Commission (“SEC”). Copies of Skyworks' SEC filings can be obtained, free of charge, on Skyworks' website (www.skyworksinc.com) or at the SEC's website (www.sec.gov). Any forward-looking statements contained in this media alert are made only as of the date hereof, and we undertake no obligation to update or revise the forward-looking statements, whether as a result of new information, future events or otherwise.
Note to Editors: ProVCD™, SelVCD™, Skyworks and the Skyworks symbol are trademarks or registered trademarks of Skyworks Solutions, Inc., or its subsidiaries in the United States and other countries. Third-party brands and names are for identification purposes only and are the property of their respective owners.
Contact Data Media Relations: Constance Griffiths (949) 230-4867 Investor Relations: Raji Gill (949) 508-0973
Shares of CrowdStrike (NASDAQ:CRWD | CRWD Price Prediction) are down 8% in early Thursday trading, changing hands near $679 after Wednesday’s close of $747.61. The move marks the cybersecurity leader’s worst single-day drop in about 22 months, despite a fiscal Q1 2027 earnings beat and a raised outlook.
Cybersecurity peer Palo Alto Networks (NASDAQ:PANW) is dipping modestly in sympathy, with no company-specific news driving the move. The read-through across the cybersecurity complex is weighing on sentiment after parabolic runs for both names.
CrowdStrike stock had rallied 97% since April 10 heading into the print, so the bar was sky-high. The beat was real, but it wasn’t the blowout investors had grown accustomed to from the company.
The Beat That Wasn’t Big Enough CrowdStrike reported non-GAAP EPS of $1.10 on revenue of $1.39 billion, topping consensus estimates of $1.07 EPS on $1.36 billion. The company’s annual recurring revenue (ARR) growth accelerated to 24% year over year, a third consecutive quarter of faster growth.
The catch: CrowdStrike’s $6 million ARR beat versus consensus fell well short of the $15 million to $29 million upside delivered in each of the prior four quarters. Net new ARR rose to $256 million, but came in below the bullish upside scenario, partly because deals tied to April’s “Mythos” launch are expected to take longer to close.
The company’s Q2 FY2027 guidance landed roughly in line. CrowdStrike sees EPS of $1.16 to $1.17 on revenue of $1.43 billion to $1.44 billion, against the Wall Street consensus of $1.16 EPS on $1.43 billion.
A Classic Sell-the-News Reaction This is an expectations issue rather than a fundamentals problem. After a near-doubling in two months, traders were positioned for a blowout, and a modest beat triggered profit taking across a crowded long in CrowdStrike stock.
CrowdStrike is the second major tech name this session to beat earnings yet sell off on a sky-high bar, echoing Broadcom‘s (NASDAQ:AVGO) sharp decline earlier in the day. The broader theme: after parabolic runs across tech and cybersecurity, even strong beats are struggling to satisfy investors.
Analysts Reset Targets While Keeping the Thesis Jefferies lowered its price target on CrowdStrike stock to $760 from $775 while maintaining a Buy rating, citing the smaller-than-usual ARR beat against elevated expectations after the rally. Barclays analyst Saket Kalia raised his target to $675 from $650, maintaining Overweight, while flagging that net new ARR fell short of the upside scenario.
TD Cowen raised its CRWD price target to $700 from $625, reiterated a Buy rating, and said the post-earnings selloff should prove to be transitory. The divergence matters: analysts remain largely bullish on CrowdStrike even as the stock drops, and several actually raised targets. This looks like an expectations reset rather than a broken thesis.
CrowdStrike CEO George Kurtz framed the quarter as an AI inflection point, pointing to record net new ARR, the QuiltWorks coalition, and AI Detection and Response (AIDR) innovation. He significantly raised CrowdStrike’s FY2027 net new ARR guidance, declaring, “The technology is here. The team is here. And the market opportunity is ours.”
Palo Alto Networks Caught in the Sympathy Move Palo Alto Networks has no major company-specific news today. PANW stock is drifting lower as the CrowdStrike selloff weighs on cybersecurity sentiment broadly.
Palo Alto stock is up 48% year to date, making it another extended name vulnerable to a sentiment reset. The platform-scale vendor recently reported its own strong fiscal Q3 2026 results with revenue of $3 billion and non-GAAP EPS of $0.85, but the read-through from CRWD is the dominant driver this morning.
What to Watch Investors can watch for whether the Mythos launch deals close in coming quarters, which would validate the timing-shift narrative around net new ARR. However, cybersecurity sector sentiment may reset quickly if the TD Cowen transitory view proves correct.
A 4-for-1 stock split with a record date of June 25 and split-adjusted trading beginning July 2 can keep CRWD stock active through the summer. Prudent investors may want to size their positions carefully given the stretched multiples across the cybersecurity complex and the speed of the recent run in both CrowdStrike stock and Palo Alto Networks stock.
Issued on behalf of Quantum Secure Encryption Corp. (CSE: QSE) (OTCQB: QSEGF) (FSE: VN80)
A wave of U.S. government investment is accelerating quantum computing — and with it, the urgency for organizations to protect data that must stay confidential for years or decades to come.
, /PRNewswire/ -- USA News Group News Commentary – There is a quiet contradiction running through the most exciting technology story of the decade. The same breakthroughs that make quantum computing so promising — the ability to solve problems that would stall the most powerful classical machines — also threaten to unravel the encryption that protects nearly every sensitive digital record in existence. As governments rush to fund the race for quantum capability, a smaller field of companies — among them Quantum Secure Encryption Corp. (CSE: QSE) (OTCQB: QSEGF) (FSE: VN80) — is making a pointed argument: the more powerful these machines become, the more urgent it is to defend the data they could one day break.
That argument moved into sharper focus in late May, when Quantum Secure Encryption Corp. (CSE: QSE) (OTCQB: QSEGF) (FSE: VN80) — a post-quantum cybersecurity company focused on quantum-resilient data protection, identity security, secure storage and cryptographic migration readiness — weighed in on a major signal from Washington. The company commented on reports that the U.S. Department of Commerce had entered into nine letters of intent to provide approximately US$2 billion to support the U.S. quantum computing sector, an investment QSE framed as evidence that quantum has crossed from research curiosity into national technology strategy.
"Government investment at this scale sends a clear message: quantum computing is moving from research into national technology strategy," said Ted Carefoot, Chief Executive Officer of QSE. "That progress is exciting, but it also accelerates the need for organizations to understand and address their post-quantum cybersecurity exposure. Sensitive data encrypted today may need to remain confidential for years or decades, which is why preparation cannot wait."
The "Harvest Now, Decrypt Later" Problem
Carefoot's point about data that must remain confidential for years or decades gets at the heart of why post-quantum security is not a problem organizations can comfortably defer. Encrypted information that is intercepted today can be stored cheaply and indefinitely, waiting for the day a sufficiently capable quantum computer can unlock it. For records with long shelf lives — government files, financial data, healthcare records, critical-infrastructure systems and other long-lived sensitive information — the threat is not theoretical to the institutions responsible for protecting them. The clock on confidentiality starts the moment the data is created, not the moment quantum machines mature.
It is against that backdrop that the U.S. funding commitment reads as something more than an industrial-policy headline. Each dollar accelerating quantum capability is, in QSE's framing, also a dollar shortening the runway organizations have to get their cryptographic houses in order. The company has argued that quantum investment and post-quantum readiness are, in Carefoot's words, "two sides of the same transformation" — and that as governments accelerate one, enterprises must accelerate the other.
From Awareness to Action
What sets QSE's recent messaging apart from the broader chorus of quantum commentary is that the company says it has already moved past the product-development stage and into commercial deployment. In a corporate update earlier in May, QSE described itself as operating a fully built, commercially available post-quantum cybersecurity platform — one designed to help organizations move, as the company puts it, from awareness to action.
The update carried specifics that are unusual for a company at this stage of a frontier market. QSE said it is generating revenue, currently serves 262 customer accounts, and is seeing growing pipeline activity across enterprise, government and regulated-industry channels. The company characterized this as a shift into a commercial scaling phase, following a period of product development, platform integration, certification milestones and strategic partner expansion.
"QSE is now operating from a position of commercial strength," Carefoot said in that update. "Our product suite is fully built, our technology is in market, and our focus has shifted decisively toward scaling revenue, expanding customer relationships and converting a growing pipeline of enterprise and government opportunities. We believe the combination of regulatory urgency, market readiness and QSE's differentiated platform creates a significant growth opportunity for the Company in 2026 and beyond."
The platform itself is organized around three plain-language functions. The first, Assess, helps organizations understand where their data and encryption may be vulnerable to future quantum threats. The second, Protect, secures sensitive data using quantum-resilient encryption, secure storage and deployment tools designed to work alongside existing systems. The third, Control Access, governs who can reach sensitive systems and data through quantum-secure login and identity tools. Taken together, QSE says, those functions support customers across the full post-quantum security lifecycle — from initial assessment and planning through deployment, identity protection, secure storage and ongoing security infrastructure.
Crucially, the company emphasizes that its approach is designed to strengthen existing security infrastructure without requiring a disruptive rip-and-replace process. For large institutions with sprawling legacy systems, the prospect of swapping out cryptography wholesale is daunting enough to encourage paralysis; QSE's pitch is that quantum resilience can be layered onto what organizations already run, lowering the barrier to getting started.
A Multi-Stream Commercial Model
Behind the three-function framework is a revenue model built to capture demand in more than one way. QSE has said its commercial model is generating recurring SaaS revenue while continuing to scale enterprise deployments, usage-based entropy and secure storage services, and on-premises hardware deployments for customers that require greater data autonomy and internal key control. That last category matters in sectors where institutions are unwilling — or, for regulatory reasons, unable — to hand control of their most sensitive keys to an outside cloud.
The company is also pursuing a partner-led expansion strategy, working through value-added distributors, resellers, system integrators and regional partners with established access to enterprise, government and regulated-industry customers. Management has said it believes this channel approach can accelerate market penetration, expand geographic reach and help convert pipeline opportunities into long-term customer relationships — a route that lets a relatively young company extend its reach without building out a massive direct sales force first.
Deepening the Bench
Scaling a frontier-technology company is as much about people as product, and QSE moved on that front in late May with the appointment of Michael Massing as Chief Technology Officer, effective June 1, 2026. Massing brings more than 30 years of experience across cybersecurity, cryptography, secure data management, artificial intelligence, blockchain, network architecture and advanced computing systems — a breadth that maps closely onto the technical demands of a post-quantum platform.
His résumé reads like a tour through the modern security industry. Massing previously served as CTO and VP of Engineering at TokenX Labs and LifeSite Inc., where he led the development of zero-knowledge authentication and secure digital asset management systems. He also served as Executive Director of Engineering at Dell SonicWall, where he managed the Unified Threat Management business unit and helped scale enterprise cybersecurity product lines to approximately US$400 million in annual sales. Earlier, he founded SecureCom Networks, later acquired by SonicWall, and Mass Technology Inc., providing technical solutions to organizations including Cisco, Sophos and NASA — with work on advanced computing systems and real-time operating systems supporting NASA's SETI initiatives. He holds eight issued patents in cryptography, networking and cybersecurity, and earned a B.S. in Electrical Engineering from Santa Clara University.
"Michael's appointment is an important step in QSE's next phase of growth," Carefoot said. "He brings deep cryptography expertise, enterprise cybersecurity experience and a proven record of building technologies that can scale into large commercial markets. As demand for post-quantum security accelerates, his leadership will be valuable as we continue expanding our platform, supporting customer deployments and pursuing larger commercial opportunities."
The appointment comes as QSE continues expanding its enterprise post-quantum security platform, including its QPA migration readiness system, qREK entropy infrastructure, QAuth identity platform, and decentralized encrypted storage architecture — the named building blocks that sit beneath the Assess, Protect and Control Access functions the company markets to customers.
A Crowded, Fast-Moving Field
QSE is not alone in racing to meet the post-quantum moment, and the breadth of the field underscores how seriously markets are taking the threat. On the cryptography-hardware side, SEALSQ Corp (NASDAQ: LAES) builds quantum-resistant semiconductors and public-key-infrastructure trust services, positioning itself as a pure-play in quantum-safe chips for connected-device, identity and IoT markets. On the software side, Arqit Quantum Inc. (NASDAQ: ARQQ) has pioneered a symmetric-key agreement platform designed to keep networked devices and data at rest secure against both conventional and quantum-enabled attacks, and has been expanding into telecom and enterprise channels through partnerships.
The urgency these security firms describe is, of course, driven by the progress of the quantum-computing builders themselves. IonQ, Inc. (NYSE: IONQ) remains the bellwether among publicly traded quantum-hardware companies, developing trapped-ion processors and quantum-networking systems — the very class of machines whose maturation defines the timeline security vendors are racing against. And at the enterprise level, established cybersecurity giants such as Palo Alto Networks, Inc. (NASDAQ: PANW) frame quantum readiness as an emerging extension of the broader security mandate they already serve, a signal that post-quantum protection is migrating from niche concern toward mainstream enterprise requirement.
Within that landscape, QSE's pitch is one of practicality and timing: a fully built platform, already in market, that layers quantum resilience onto existing systems. Readers can review the company's positioning in more detail on its USA News Group profile page.
Why It Matters Now
QSE's read on its own market is that post-quantum cybersecurity is quickly becoming a board-level, compliance-level and national-security priority. The company points to a convergence of forces — regulatory pressure, cryptographic migration requirements and enterprise demand — that it believes positions it to capitalize on the accelerating global transition toward post-quantum security infrastructure. Governments, regulators and large enterprises, the company argues, are no longer treating post-quantum security as a future consideration; they are beginning to demand concrete action, including cryptographic inventories, preparedness assessments, migration roadmaps and the implementation of quantum-resilient controls.
"Post-quantum cybersecurity is quickly becoming a board-level, compliance-level and national-security priority," Carefoot said. "With a solid client-base and revenue generation established, a fully built platform in market and a growing pipeline of enterprise and government opportunities, QSE is now focused on scaling aggressively across the sectors where quantum-resilient security is becoming mission-critical."
The story Washington is telling with its US$2 billion in letters of intent is, on its surface, a story about building quantum machines. QSE's contribution to the conversation is to flip the lens: every advance toward that capability is also a countdown for the data that quantum could one day expose. Whether the company's 262 customer accounts and multi-stream model prove to be an early foothold in a vast market or simply an early chapter, its central premise is hard to dismiss — that in the quantum era, building the machine and defending against it are not separate races, but the same one.
TRACK THE TREND WITH EAGLE EYE:
To help investors track sentiment and market-forum activity around developing stories like this one, MIQ offers Eagle Eye, a free investor-signal tool that scans market-forum discussion for emerging trends. It is available to everyone at EagleEye.usanewsgroup.com as a research aid — not investment advice — to help investors make more informed decisions.
SOURCES:
[1] Quantum Secure Encryption Corp., "Quantum Secure Encryption Provides Corporate Update as Company Scales Commercial Deployment," May 12, 2026 (Newsfile Corp.).
[2] Quantum Secure Encryption Corp., "Quantum Secure Encryption Highlights Post-Quantum Cybersecurity Urgency Following U.S. Quantum Computing Investment," May 22, 2026 (Newsfile Corp.).
[3] Quantum Secure Encryption Corp., "Quantum Secure Encryption Appoints Cybersecurity and AI Technology Veteran Michael Massing as Chief Technology Officer," May 26, 2026 (Newsfile Corp.).
[4] U.S. Department of Commerce / NIST, "Department of Commerce Announces Letters of Intent With 9 Companies for $2 Billion to Accelerate U.S. Leadership in Quantum Computing," May 2026.
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Palo Alto Networks, Inc. has jumped nearly 100% since my last rating, pushing its forward P/E above 80x, which looks overdone as I don't see a growth inflection yet. The recent jump in total revenue and RPO growth is largely M&A-driven, with 4Q organic revenue growth expected to decelerate to 14.4% YoY. Despite a double beat and raised guidance, non-GAAP EPS growth is expected to decelerate to 13% YoY in FY2026, partly due to share dilution from recent acquisitions.
Palo Alto Networks is a long-term Buy, supported by 28% organic NGS ARR growth and robust AI-driven portfolio expansion. NGS ARR headline growth (+60%) is acquisition-boosted; organic growth is 28%, with new net recurring ARR up 18%. RPO growth of 22% organically signals deepening customer commitments and validates PANW's integrated platform strategy.
After an initial after-hours pop in its stock following its fiscal third-quarter earnings report after the bell on June 2, shares of Palo Alto Networks (PANW +0.02%) sank in regular trading. However, the stock has still gained more than 50% year to date.
Let's dig into the cybersecurity company's results and prospects to see if the dip is a buying opportunity.
Palo Alto reported strong revenue growth in Q3 Palo Alto's platformization strategy (selling its solutions as one of three cybersecurity platforms instead of as point solutions) and recent acquisitions helped fuel strong growth in fiscal Q3. The company added 110 net new platformations in the quarter, bringing the total to 2,280, while it said its integration of CyberArk is ahead of schedule.
Image source: Getty Images.
For Palo Alto's fiscal 2026 Q3, which ended April 30, revenue soared 31% year over year to $3 billion, which was above its forecast for revenue of between $2.941 billion and $2.945 billion. Its recent acquisitions of CyberArk and Chronosphere contributed $388 million in revenue during the quarter.
Service revenue jumped by 31% to $2.41 billion, while product revenue also rose by 31% to $594 million, led by growth in software firewalls, Prisma AIRS, and SD-WAN (software-defined wide area network). It said hardware, which is about 10% of its total revenue, had its strongest quarter in a decade.
Next-generation security yet again powered Palo Alto's growth, with the segment's annual recurring revenue (ARR) soaring by 60% year over year, or 28% excluding acquisitions, to $8.1 billion. CyberArk and Chronosphere contributed $1.6 billion in ARR and are both exceeding expectations.
Its largest next-generation security solution is SASE (secure access service edge), which saw its annual recurring revenue (ARR) soar about 40% to more than $1.6 billion. XSIAM ARR, meanwhile, doubled to over $600 million, while Prisma AIRS saw its customer count triple quarter over quarter.
Adjusted earnings per share (EPS) rose by 6% year over year to $0.85, which was ahead of its forecast of $0.78 to $0.80.
Palo Alto projected fiscal Q4 revenue to grow by 32% to between $3.345 billion and $3.355 billion, with adjusted EPS of between $0.96 and $0.98.
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Palo Alto is starting to see nice momentum as its platformization and acquisition strategy pay off. It would not be surprising to see the company continue to roll up the space to add more modules to its platforms to help drive growth.
While the company is starting to hit its stride, the stock has doubled in just a few months, taking its valuation up to a forward price-to-sales ratio (P/S) of 17 times fiscal 2027 estimates and a forward price-to-earnings ratio (P/E) of 71 times 2027 estimates. While the stock was attractively valued earlier this year, that is no longer the case, and I'd move to the sidelines.
Anthropic's Mythos model offered a much-needed lifeline to cybersecurity firms in the age of artificial intelligence.
Yet, this week's cybersecurity earnings offered a brutal reminder that even with tailwinds, sometimes good just isn't good enough as shares of CrowdStrike and Palo Alto Networks lost 8% and 3%, respectively.
"People probably got a little over their skis," said Joseph Gallo, a software analyst at Jefferies. "Both gave accelerating guides, but at the end of the day ... a lot of these AI benefits take time, and this is a multi-year process."
Cybersecurity stocks sold off early in the year as concerns that new AI tools, capable of building apps at lightning speed, would upend their business models and, by association, every software firm.
The introduction of Mythos, a model deemed too powerful to release because it could be easily used to exploit software vulnerabilities, renewed enthusiasm for the sector, boosting shares of CrowdStrike and Palo Alto Networks more than 70% each between April and the end of May.
Both companies were early partners in Anthropic's exclusive Project Glasswing testing program, which the AI lab expanded to 150 additional partners this week, including Rubrik and Tenable.
This quarter's earnings marked the first major test for that Mythos-driven rally, and upbeat results and aggressively optimistic AI commentary from both cyber giants weren't enough for investors demanding immediate signs of an AI windfall.
Palo Alto Networks and Crowdstrike year-to-date stock chart.
The concept of good not being enough is no new phenomenon on Wall Street. Even AI darling Nvidia has succumbed to this phenomenon after failing to meet lofty estimates.
Investors headed into earnings with a similar sentiment and the hope that AI tailwinds would help cyber firms blow earnings out of the box.
Wall Street found much to cheer in those prints, but investors may be overlooking the notion that these tailwinds could take months to pay off, Gallo said.
Typical enterprise sales cycles last nine to 12 months, meaning most signs of an uptick from AI likely won't show up until the 2027 calendar year. The fourth quarter of the calendar year, Gallo added, is typically the strongest buying season for customers as businesses reset their budgets for the new year.
If an enterprise "just launched an AI product in the last quarter or two, I don't think it's fair to expect this massive uptick already."
CEOs at the world's largest cyber companies made that point clear.
Read more CNBC tech newsBezos opens up about AI startup Prometheus after $12 billion raise: 'We're not being secretive'DoorDash lets customers use photos, prompts to order food and book reservations in latest AI pushAs OpenAI leans into enterprise business, Apple and Google set sights on the massesPalantir's Karp says businesses are 'unhappy' with the frontier AI labsPalo Alto CEO Nikesh Arora told analysts this week that demand is off the charts in the Mythos era and over 1,200 companies had reached out to the cybersecurity firm to talk AI strategy. So far, the company has held 800 meetings over the last six weeks, close to 100 of which Arora said he conducted.
While demand patterns are showing positive signs, he said analysts shouldn't expect an immediate "windfall" next quarter as businesses buy into cyber, but he anticipates "robust growth."
"I wouldn't get ahead of my skis and start throwing the kitchen sink and numbers for cybersecurity companies, because there is still a process, a mechanism, a cycle that people buy in, and there's execution and deployment," he said.
CrowdStrike CEO George Kurtz echoed a similar sentiment.
The company lifted its fiscal 2027 net new annual recurring revenue growth on AI tailwinds.
Kurtz told analysts in an earnings call that AI detection and response, or AIDR, is a huge new segment that could dwarf the endpoint security market but is only in the "early innings." The company's second-quarter pipeline has already surpassed $50 million, he added.
"Once it goes really mainstream and entire companies adopt it across all of their employee and workloads, I think you're going to see just another increase in incremental opportunities," he said.
Palo Alto Networks (PANW +0.02%) stock soared in May's trading, rising 57.1% across the stretch. The S&P 500 gained 5.2% across the stretch, and the Nasdaq Composite was up 8.4%.
May was a strong month for growth stocks, and Palo Alto saw strong gains as investors placed bullish bets across the cybersecurity industry. Despite a pullback in June's trading, the stock is still up roughly 48% year to date.
Image source: Getty Images.
Palo Alto stock had a massive May On May 12, Palo Alto published a press release announcing the debut of its Idira identity security platform. The company said that the new software offers a significant upgrade and expanded capabilities for its CyberArk customers. The rise of artificial intelligence (AI) technologies has created far-reaching security risks, and the launch of the new Idira platform is aimed at meeting AI-enabled threats along human, machine, and agentic fronts.
Bolstering its security positioning, Palo Alto also announced on May 29 that it had closed its acquisition of Portkey. The deal was initially announced on April 30, and the two companies closed the transaction roughly a month later. Portkey specializes in AI gateway technologies that are useful in regulating agentic AI interactions, monitoring token usage, and stopping malicious artificial intelligence exploits.
While business-specific news helped send Palo Alto stock higher last month, generally bullish momentum for AI growth stocks may have been an even bigger factor in last month's rally. Valuations for artificial intelligence stocks saw red-hot bullish trends in May, and Palo Alto was among the big winners in the AI cybersecurity space.
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As of this writing, Palo Alto stock is down roughly 3.4% in June's trading. Meanwhile, the S&P 500 is down 2.6%, and the Nasdaq Composite is down 4.7%.
After the market's close on June 2, Palo Alto published results for the third quarter of its 2026 fiscal year. The company's fiscal Q3 closed on April 30.
Palo Alto posted non-GAAP (adjusted) earnings of $0.85 per share and revenue of $3 billion in the period. For comparison, the average Wall Street analyst estimate had called for an adjusted profit of $0.80 and revenue of $2.94 billion. The company also issued full-year sales and earnings targets that beat the average Wall Street forecast, but the sky-high expectations resulted in the stock still moving lower following the report.
Following the post-earnings sell-off, the stock got hit with another pullback in response to the Bureau of Labor Statistics' May jobs report. According to the estimate, the U.S. economy added 172,000 nonfarm payroll positions last month -- far above the 80,000 estimate targeted by economists. With the jobs growth data suggesting resilient economic activity, investors are concerned that the Federal Reserve could raise interest rates -- and that would be a bearish development for growth stocks.
Palo Alto Networks (PANW - Free Report) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.
Over the past month, shares of this security software maker have returned +30.9%, compared to the Zacks S&P 500 composite's +1.9% change. During this period, the Zacks Security industry, which Palo Alto falls in, has gained 42.8%. The key question now is: What could be the stock's future direction?
Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.
Earnings Estimate RevisionsRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.
Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.
Palo Alto is expected to post earnings of $0.96 per share for the current quarter, representing a year-over-year change of +1.1%. Over the last 30 days, the Zacks Consensus Estimate remained unchanged.
The consensus earnings estimate of $3.72 for the current fiscal year indicates a year-over-year change of +11.4%. This estimate has changed +0.4% over the last 30 days.
For the next fiscal year, the consensus earnings estimate of $3.99 indicates a change of +7.5% from what Palo Alto is expected to report a year ago. Over the past month, the estimate has changed -0.1%.
With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for Palo Alto.
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Revenue Growth ForecastEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.
In the case of Palo Alto, the consensus sales estimate of $3.35 billion for the current quarter points to a year-over-year change of +32.1%. The $11.41 billion and $13.71 billion estimates for the current and next fiscal years indicate changes of +23.7% and +20.2%, respectively.
Last Reported Results and Surprise HistoryPalo Alto reported revenues of $3 billion in the last reported quarter, representing a year-over-year change of +31.1%. EPS of $0.85 for the same period compares with $0.8 a year ago.
Compared to the Zacks Consensus Estimate of $2.94 billion, the reported revenues represent a surprise of +2%. The EPS surprise was +4.94%.
The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates each time over this period.
ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.
While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.
The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Palo Alto is graded F on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Palo Alto. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
Palo Alto Networks falls 8.5% post Q3 results as rising costs pressure margins, but rapid SASE growth and major enterprise wins support long-term growth.
The cybersecurity ETF that some marketing committee decided to brand Themes Cybersecurity ETF (NASDAQ:SPAM) is having the kind of year that makes you forget its ticker is the universal shorthand for unwanted email. Through the first five months of 2026, SPAM is up 27.54%, climbing from $30.65 on December 31, 2025 to $39.09 on June 5, 2026. The S&P 500, via the SPDR S&P 500 ETF Trust (NYSEARCA:SPY), is up 8.16% over the exact same window. That is more than three times the broad market, achieved by a fund whose entire pitch is sitting in a basket of 36 companies that sell digital locks.
The ticker irony is real. The performance is genuine.
What a tripling of the S&P actually looks like in dollars If you put $10,000 into SPAM on the last trading day of 2025 at $30.65 and walked away, you were holding roughly $12,750 as of the June 5 close at $39.09. The same $10,000 in SPY bought in at $681.92 and finished at $737.55, worth about $10,820. One of those balances pays for a used car. The other pays for a tank of gas.
What makes the gap stranger is how recently SPAM was the laggard in this story. As of February 10, 2026, the fund had returned just 19.4% since its December 2023 launch, well behind the S&P over the same stretch, with a tiny $2.4 million in assets under management and a portfolio dragged down by losses in top names like CrowdStrike and Palo Alto Networks. Four months later, the same fund is the one putting up the numbers people screenshot.
The mechanism behind the outperformance SPAM tracks the Solactive Cyber Security Index, holds 36 cybersecurity stocks, and charges 0.35%. That is the wrapper. The engine is something else.
Cybersecurity in 2026 is a sector where the demand side and the threat side are both being fed by the same money. AI capex is at multi-year highs (Vanguard pegs the baseline forecast for corporate capital expenditure growth at 7.0% through 2026, well above the 2023 to 2024 pace of 3.8%), and a meaningful share of that spending is going into infrastructure that needs to be defended. At the same time, attackers are using the same generative tools to write better phishing, automate intrusion, and probe networks at scale. When the offense and the defense are both buying more compute, the companies selling the defense product line collect from both sides of the trade.
That backdrop is showing up in analyst coverage. Zacks projects cybersecurity spending growing at a 13.8% CAGR from 2026 to 2034, reaching $699.39 billion, and frames the category as a beneficiary of both AI adoption and rising geopolitical tension. Goldman Sachs goes further in its 2026 outlook, calling out economic security as a prominent theme for 2026, tied to NATO defense commitments, reindustrialization, and supply chain resilience. Cybersecurity sits at the intersection of every one of those.
Which is to say SPAM is winning because the names inside, the CrowdStrike, Palo Alto Networks, Fortinet, and Akamai of the holdings list, are being repriced as durable beneficiaries of the same AI capex cycle that is carrying the rest of the tape, rather than as discretionary IT line items that get cut when budgets tighten.
The momentum is fresh, and that matters Most of SPAM’s 2026 gain came late. The fund is up 14.61% in the last month alone, climbing from $34.10 on May 6 to $39.09 on June 5. SPY, over the same one-month window, returned roughly 0.5%. A run that concentrated tells you something. Either the market just figured out a thesis it had been ignoring, or a thesis it already believed got a fresh catalyst. The bullish technical coverage piling up in late May, including a Stock Traders Daily note on May 29 calling out a sustained breakout and compelling upside potential due to a lack of resistance levels above the current price, fits the second story more than the first.
One number to file away. SPAM is down 2.56% over the last week, with the most recent session a 4.44% drop on June 5. A fund that just ran 14% in a month and then gave back a couple of percent in five sessions is doing what concentrated thematic funds do. The volatility is part of the price of admission.
What to watch from here The honest read is that SPAM’s 2026 run is real, mechanism-driven, and tied to a spending cycle that the major investment houses expect to keep running through next year. It is also a $2.4 million AUM fund holding 36 names in a single thematic sleeve, which is the textbook setup for sharp drawdowns when the AI capex narrative gets challenged. Goldman flags exactly this risk, noting that a marked reversal and broad unwind of AI-related investments could be the precursor to a hard landing.
The indicators worth tracking are the quarterly capex guides from the hyperscalers, the billings and net new ARR numbers from CrowdStrike and Palo Alto when they report, and the Bureau of Economic Analysis private fixed investment data that Vanguard cites in its 7.0% baseline forecast. If those three keep printing in the same direction, the mechanism that produced this gap holds. If any of them rolls over, a 36-stock concentrated cybersecurity ETF with a four-letter joke for a ticker is going to give back the outperformance faster than it earned it. That is the trade you are taking when you buy SPAM today: the next print of those three numbers, not the run that already happened.
The headline number making the rounds on cybersecurity ETF Twitter is bigger than the one the tape actually printed, and that gap is the most useful place to start. WisdomTree Cybersecurity Fund (NASDAQ:WCBR) closed at $33.54 on June 5, 2026, up from $27.56 on May 6. That is a clean one-month move, and on $10,000 of principal it turns into roughly $12,170. The bigger figure you may have seen depends on where you anchor the start date. Run the clock back to the April 7 low at $25.90 and the gain stretches to about 29.5% through June 5. Either way, this is a real run in a fund that spent most of the past two years as a punchline.
The year-to-date math is the cleaner story. WCBR opened 2026 at $27.85 and is now up about 20% YTD. For comparison, SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is up about 8% YTD over the same window, with a roughly 0.5% one-month return. So WCBR is running ahead of the S&P 500 by a factor of roughly two-and-a-half on the year and by an order of magnitude over the last thirty days. That is what the position just did. The question is why.
What Actually Drove The Run Three concrete things converged. The first is a change in narrative. For most of 2024 and 2025, cybersecurity software was treated as collateral damage in what ETF Trends in May 2026 called the "SaaSpocalypse," the worry that AI-native tooling would compress seat-based security spending and that the incumbents would be disrupted before they could disrupt anything themselves. That framing has flipped. The current read from inside the sector is that "artificial intelligence and cybersecurity are proving to be complementary rather than competitive", with agentic AI driving both the threat surface (autonomous attack tooling) and the defense budget (autonomous response). When the perceived disruptor becomes the perceived demand driver, the multiple comes back fast.
The second is structural, and it matters more than most people noticed. On March 20, 2026, WisdomTree revamped the index methodology behind WCBR, pulling market-cap weighting more heavily into the construction and reducing what had become an awkward over-representation of Fastly relative to pure-play security platforms like CrowdStrike and Palo Alto Networks. In plain English, the fund stopped being a bet on a niche edge-compute name and started behaving more like a basket of the cybersecurity platforms that are actually winning enterprise budget. That re-weighting landed roughly two weeks before the April low and explains a non-trivial piece of why the rebound has been steeper than the sector ETFs that did not get a methodology refresh.
The third is positioning. Short interest in WCBR collapsed by 76.7% in March 2026, falling to 8,725 shares from 37,376 in February. That is the kind of move that does not happen unless the people who were betting against the fund have decided the trade is over. On the other side, JPMorgan, Bank of America, Citadel, Jane Street, and HighTower all showed up as buyers. Short covering plus institutional accumulation, into a thin-volume ETF with a market cap of about $80.67 million, will produce exactly the kind of one-month chart WCBR just produced.
The Mechanism Behind The Mechanism Underneath the narrative and the positioning sits the actual spending data. Enterprise security budgets are not cyclical in the way ad spend is cyclical. Rising sophistication of cybercrime and diverging global regulatory approaches keep the dollars flowing whether the macro tape is risk-on or risk-off. The December 2025 National Public Data breach, which exposed personal data of nearly 3 billion people and triggered a class-action lawsuit, is the kind of headline that puts a CISO budget request on the CFO’s desk by the next quarter. Compounding events like that are what make cybersecurity the rare software vertical where AI is read as a tailwind for spending rather than a deflationary force on it.
Holdings-level, the move tracks the platforms. CrowdStrike posted what news flow in March 2026 described as a "blowout" Q1. Palo Alto Networks is being treated as the core AI-native security platform in the fund. Zscaler has been flagged as a leader in the recovery. The run reflects the basket itself re-rating, not a single stock pulling the group along.
What You Should Actually Watch From Here The conditions that produced a 20% YTD print are not the same conditions that would produce another 20% from here. The fund is now trading at a P/E of about 37, which is rich on any sober reading of where enterprise software multiples should clear. The one-year return is still only about 7%, the five-year is roughly 52%, and over the same five-year window SPY returned about 75%. WCBR has not been a structural winner against the broad index. It has been a sector trade that goes through long stretches of underperformance punctuated by sharp catch-up moves. This is one of the catch-up moves.
The leading indicators worth tracking are concrete. Watch quarterly enterprise security spending guidance from CrowdStrike and Palo Alto Networks, because those two read-throughs will tell you whether the demand story is durable or whether it was a March quarter sugar high. Watch the short interest data, which currently sits near zero and therefore offers no further fuel for a squeeze. Watch the bid-ask spreads on WCBR itself, because low average daily volume and a wide spread mean the fund can give back a lot of this run in a single illiquid session. WCBR was already down about 4% on June 5 and roughly 3% on the week, which is the tape telling you the easy money has been made.
The honest read is that the setup that produced the surge (narrative flip, methodology refresh, short covering, institutional accumulation) is largely spent. The setup that justifies owning the fund from here (durable enterprise security spending against an AI threat surface that keeps expanding) is broadly intact at a much higher valuation, which is a different trade than the one that just paid. If you missed the run, cybersecurity demand almost certainly keeps growing. The real question is whether you are willing to pay a 37 multiple to own it through a fund that has historically lagged SPY over five years. That answer should not depend on what the last thirty days looked like.
, /PRNewswire/ -- Palo Alto Networks (NASDAQ: PANW) and Deutsche Telekom (XETRA: DTE) today announced Sovereign Cortex with T Security. This solution brings the Palo Alto Networks Cortex® AI-driven SecOps platform to Europe's most regulated industries, with data sovereignty controls independently governed by Deutsche Telekom.
Today's AI-driven threat landscape demands immediate, real time effective cybersecurity. Yet many of Europe's regulated organisations – in healthcare, the public sector, financial services and critical national infrastructure – face a fundamental challenge: adopting cloud-delivered AI security, while meeting Europe's growing sovereignty requirements. Increasingly codified in GDPR, NIS2 and DORA and equivalent European frameworks, these requirements demand demonstrable controls that go beyond data residency: control over who can access data, how it is encrypted, how provider access is audited, and how it is handled in support operations.
Sovereign Cortex with T Security addresses these requirements and enables Europe's most regulated organisations to adopt cloud-delivered security without sovereignty compromise. Anchored by Deutsche Telekom, as the independent European trust partner, it delivers the full capabilities of the Cortex platform with purpose-built sovereignty controls for Europe's regulatory environment.
In addition to the data residency controls we provide customers for all of our cloud services, Sovereign Cortex with T Security provides additional sovereign controls for every layer of the environment. This includes customer and systems (telemetry) data, encryption keys, and independently audited access logs. Furthermore, all support personnel are based exclusively in Europe, and all contractual agreements are governed by European law.
Helmut Reisinger, CEO of EMEA at Palo Alto Networks
"European organisations — from public authorities to critical infrastructure operators — have been clear with us: they need real time AI-driven security and they need verifiable data sovereignty controls, and they should not have to choose between them. This is our direct response to what customers and regulators across Europe have been asking for – a service that honours Europe's sovereignty, maintains the security effectiveness and modular platformization our customers depend on, and reflects the trust they place in us."
Thomas Tschersich, CEO Deutsche Telekom Security GmbH and CSO Deutsche Telekom AG
"Our joint offering is currently unique in Europe at this level of quality. We meet the compliance requirements of NIS2, DORA, and KRITIS with respect to data sovereignty — without asking our customers to compromise on the effectiveness of their cyber defence."
A customer-led approach to sovereignty
This solution reflects direct engagement with regulated organisations and public authorities across Europe — designed around the specific, verifiable controls they require, not a broad interpretation of sovereignty. It is built to evolve as sovereignty regulation across Europe develops.
Sovereign Cortex with T Security will initially be available to organisations in healthcare, financial services, the public sector and critical national infrastructure, with broader availability to follow. The initial release is planned for Q3 2026.
Learn more about how Palo Alto Networks and Deutsche Telekom are bringing AI-driven security to European industries.
About Palo Alto Networks
Palo Alto Networks (NASDAQ: PANW), the global AI cybersecurity leader, protects our digital way of life with a comprehensive portfolio of cybersecurity solutions and platforms across Network, Cloud, Security Operations, AI and Identity. Trusted by 70,000+ customers and powered by Unit 42 threat intelligence, our AI-driven platforms eliminate complexity, empowering enterprises to modernize with confidence and securing the speed of innovation. Explore the future of security at www.paloaltonetworks.com.
About Deutsche Telekom
Deutsche Telekom (XETRA:DTE) is Europe's leading digital telco company, serving around 220 million customers across mobile, fixed-network and IT services. Through its subsidiaries Deutsche Telekom Security and T-Systems, the Group is also one of Europe's largest providers of cybersecurity and managed security services. With security operations centers across Europe, an end-to-end European network and IT infrastructure, and decades of experience serving regulated industries and public-sector customers, Deutsche Telekom provides the European trust anchor for sovereign digital services. Learn more at www.telekom.com/companyprofile.
Forward-Looking Statements
This release contains forward-looking statements that involve risks, uncertainties and assumptions, including, without limitation, statements regarding the benefits, impact, or performance or potential benefits, impact or performance of our products and technologies or future products and technologies. These forward-looking statements are not guarantees of future performance, and there are a significant number of factors that could cause actual results to differ materially from statements made in this release. We identify certain important risks and uncertainties that could affect our results and performance in our most recent Annual Report on Form 10-K, our most recent Quarterly Report on Form 10-Q, and our other filings with the U.S. Securities and Exchange Commission from time-to-time, each of which are available on our website at investors.paloaltonetworks.com and on the SEC website at www.sec.gov. All forward-looking statements in this release are based on information available to us as of the date hereof, and we do not assume any obligation to update the forward-looking statements provided to reflect events that occur or circumstances that exist after the date on which they were made.
From Firewall Vendor to AI Security Platform A decade ago, Palo Alto Networks (NASDAQ: PANW | PANW Price Prediction) was still primarily known as a next-generation firewall company competing with legacy network security incumbents. The transformation since then has been dramatic. Under CEO Nikesh Arora, the company pivoted into a sprawling cybersecurity platform spanning network, cloud, security operations, identity, and AI security.
The strategic bet has a name: platformization. Instead of selling point products, Palo Alto pushes customers to consolidate fragmented tools onto its integrated stack. That thesis got supercharged by AI. Customers racing to deploy generative models needed a way to secure them, and Palo Alto leaned in hard. The CyberArk (NASDAQ:CYBR) acquisition added identity security, and Chronosphere ($3.35B) added observability. The company crossed a $10B revenue run-rate milestone in FY25 and just posted its fifth consecutive EPS beat.
Your $1,000 Became $12,174 Here is what a $1,000 stake in PANW would look like across three time horizons, against the S&P 500.
1-Year Return
Initial Investment: $1,000 Current Value: $1,334 Total Return: 33.43% S&P 500 (same period): $1,234 (23.38%) 5-Year Return
Initial Investment: $1,000 Current Value: $4,535 Total Return: 353.47% Annualized Return: 35.3% S&P 500 (same period): $1,753 (75.32%) 10-Year Return
Initial Investment: $1,000 Current Value: $12,174 Total Return: 1,117.42% Annualized Return: 28.4% S&P 500 (same period): $3,519 (251.89%) PANW beat the market at every horizon, and crushed it over the decade. The holders who endured a brutal $163.50 trough in February 2026 were rewarded with a rip back near the 52-week high inside four months. Even with the 11.37% one-week drop after the recent print, the 10-year compounding still looks like a category-defining win.
Would I Buy It Here? I would put $1,000 into Palo Alto Networks today if I believed the AI cybersecurity wave is closer to the opening act than the peak. Next-Gen Security ARR grew 60% to $8.13 billion, RPO sits at $18.4 billion, and Arora keeps repeating that Mythos-class frontier AI threats have “increased the terminal value of the entire cybersecurity industry.” If platformization keeps compounding and CyberArk integrates cleanly, the $332 base-case target looks reasonable.
I would avoid it if the valuation makes me queasy. A P/E near 191 and 67x forward earnings leave no margin for execution slips. Integration risk on two big acquisitions, $517 million in quarterly share-based comp, and a GAAP operating loss of $183 million are not trivial.
I lean cautiously bullish. The business is firing, but I would scale in rather than buy a full position at this multiple.
While the market spent Friday selling tech, Hightower Chief Investment Strategist Stephanie Link sees the sell-off as a way to get in on the next major opportunity. Speaking on CNBC the morning of June 8, Link argued that instead of treating cybersecurity as a sidecar to artificial intelligence, they should start treating it as the larger, more durable spending theme. Her view is that AI is the problem, and cybersecurity is the solution.
Her posture heading into this week is clear: “I’m actually looking for opportunities, not only in technology but across other sectors.”
“Cybersecurity Is Bigger Than AI” Thesis Link’s centerpiece argument is that cybersecurity will be a major growth sector in its own right. “I actually really do think that cybersecurity is really a place where you want to be. I think cybersecurity is bigger than AI because of AI. AI is not secure,” she said. Her logic is that every enterprise dollar spent on deploying AI creates a new attack surface that has to be defended, monitored, and remediated. That implies future spending on identity, network, cloud, and data security that scales alongside, and arguably outlasts, the initial AI capex wave.
That thesis lines up with what Palo Alto Networks (NASDAQ:PANW | PANW Price Prediction) is telling investors. CEO Nikesh Arora said in the Q3 FY26 release that “The latest advancements at the AI frontier have increased the level of urgency around cybersecurity, and redefined the shape of the industry for the coming years.” Next-Generation Security ARR hit $8.10 billion, up 60% YoY, and total revenue rose 31.1% in the quarter.
The Recent Tech Selloff Is a Gift According to Link’s framing, Palo Alto Networks (PANW) is down 10% despite 31% product revenue growth and Next-Gen Security products up 60%. PANW closed Friday at $272.05, with the stock down 3.42% on the week, even as Wall Street’s analyst target sits at $306.56.
The bigger dislocation, in her view, is Broadcom (NASDAQ:AVGO). “When a company just reported earnings up 54%… Total revenues up 78%. AI revenues up 143%, going to 200% next quarter, and software going from 8% to 31%. Like, to me, I think that that is an opportunity, especially as the earnings numbers are going higher,” Link said.
Broadcom fell 19.51% from June 3 to June 5. Yet CEO Hock Tan guided Q3 AI semiconductor revenue to $16 billion and told analysts, “2027 will exceed, very easily, $100 billion in 2027″ in AI sales, with potential to reach $150 billion. Broadcom’s market cap is just shy of $1.9 trillion, with about $75 billion in sales in the past 12 months.
Consolidation Favors the Giants Link expects the cybersecurity sector to consolidate aggressively. “I think you’re going to need more companies, and the bigger companies are going to get bigger and bigger and continue to do acquisitions and that sort of thing,” she said. That maps directly onto Palo Alto’s playbook: CyberArk and Chronosphere combined contributed $388 million to Q3 revenue, and management is guiding to a 40% adjusted free cash flow margin by FY28. For investors sharing Link’s thesis, the implication is to own the companies consolidating the industry, not just the acquisition targets.
The Macro Backdrop Link’s contrarian buying rests on a macro footing she considers favorable. “Unit labor costs came down 1.8% in the first quarter, and productivity went up 2.8%. That’s a great combination, right?” She pegs growth at around 3-3.5%, above trend. The 10-year Treasury yield closed the week at 4.47%, and the VIX spiked to 21.51, an elevated reading but well below the March peak.
As proof of how fast leading stocks can run, Marvell Technology (NASDAQ:MRVL) is up over 200% in two and a half months ahead of S&P 500 inclusion, with CEO Matt Murphy citing “exceptional AI-related bookings” in raising the FY27 and FY28 outlook.
Link’s message is that demand for cybersecurity will grow precisely because AI creates the threats that cybersecurity must defend against. However, investors should recognize that many of these stocks already trade at premium valuations. Palo Alto Networks trades at roughly 67 times forward earnings, meaning higher interest rates and market volatility could create significant swings in share prices even if the long-term investment case remains strong.
Key Takeaways PANW grew Prisma AIRS customers to more than 300 in Q3 FY26, triple the prior quarter level.Palo Alto Networks signed a Prisma AIRS contract worth more than $20M with a global consulting firm.PANW expects Prisma AIRS to reach $100M in annual recurring revenues within the next few quarters. Palo Alto Networks (PANW - Free Report) is seeing strong demand for Prisma AIRS, its AI security platform. Prisma AIRS is designed to secure AI models and AI-powered applications across their lifecycle, including model scanning, red teaming and runtime protection. Management noted that enterprises are moving beyond AI experimentation and beginning to use AI in real workflows. As that happens, security becomes more important, and PANW is positioning AIRS to secure AI from development all the way through production.
Prisma AIRS' customer base tripled on a sequential basis. Prisma AIRS ended the third quarter of fiscal 2026 with more than 300 customers, up from 100 customers at the end of the second quarter. This robust growth was made possible on the back of PANW expanding the platform's capabilities over the past year. Prisma AIRS now includes AI runtime security, model security, identity security, observability and agentic endpoint protection. These additions allow customers to use a single platform to secure different parts of their AI environments.
The platform is also beginning to generate larger deals. During the third quarter, a global consulting company signed a contract worth more than $20 million to use Prisma AIRS for securing its AI applications and agents. The customer processes more than 2 trillion tokens per month on the platform. Management stated that this was the largest Prisma AIRS deal signed so far, showing that enterprise customers are increasing spending on AI security.
Further, PANW expects Prisma AIRS to reach $100 million in annual recurring revenues within the next couple of quarters despite being in the market for less than a year. The above-mentioned factors show how Prisma AIRS is becoming an important contributor to the company's future revenue growth on the back of rapid customer growth, expanding capabilities and growing enterprise adoption. The Zacks Consensus Estimate for fiscal 2026 and 2027 revenues indicates a year-over-year increase of around 23.7% and 20.2%, respectively.
How Competitors Fare Against PANWCompetitors like CrowdStrike (CRWD - Free Report) and SentinelOne (S - Free Report) are also gaining ground through platform expansion and AI innovation.
CrowdStrike ended its first quarter of fiscal 2027 with $5.51 billion in ARR, reflecting 24% year-over-year growth. The robust increase was fueled by the growing adoption of CrowdStrike’s Falcon Flex subscription model.
Though comparatively a small competitor, SentinelOne posted first-quarter fiscal 2027 year-over-year growth of 23% in its ARR. The growth was fueled by the rising adoption of SentinelOne’s AI-first Singularity platform and Purple AI.
PANW’s Price Performance, Valuation & EstimatesShares of Palo Alto Networks have jumped 41% in the year-to-date period compared with the Zacks Security industry’s return of 37.2%.
PANW’s YTD Price Return Performance
Image Source: Zacks Investment Research
From a valuation standpoint, Palo Alto Networks trades at a forward price-to-sales ratio of 15.87X compared with the industry’s average of 15.09X. The Zacks Value Score of F also suggests that PANW stock is overvalued.
PANW Forward 12-Month P/S Ratio
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Palo Alto Networks’ fiscal 2026 and 2027 earnings implies year-over-year growth of 11.4% and 7.5%, respectively. The estimate for fiscal 2026 has been revised up by a penny over the past seven days, while the same for fiscal 2027 has been revised downward by a penny over the past seven days.
Image Source: Zacks Investment Research
Palo Alto Networks currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Roblox To Contact Him Directly To Discuss Their Options
If you purchased or acquired securities in Roblox between October 30, 2025 and April 30, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
[You may also click here for additional information]
New York, New York--(Newsfile Corp. - June 10, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Roblox Corporation ("Roblox" or the "Company") (NYSE: RBLX) and reminds investors of the August 7, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
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Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.
According to the complaint, defendants provided overwhelmingly positive statements to investors while, at the same time, disseminating materially false and misleading statements and/or concealing material adverse facts concerning the true state of Roblox's organic growth potential; notably, that Roblox would see a significant slowdown in its growth rates as enrollment in the age verification rollout would quickly taper, compounding the resulting slowdown in on-platform communication, resulting in app store rating reductions and a swift reduction in organic growth. Such statements absent these material facts caused Plaintiff and other shareholders to purchase Roblox's securities at artificially inflated prices.
On April 30, 2026, Roblox announced its financial results for the first quarter of fiscal 2026. Management slashed bookings growth guidance down to 8-12% and a corresponding decline to margin expectations. Defendants disclosed the age verification rollout had caused much more significant impacts engagement and organic growth than management had previously suggested and age check adoption had only increased to 51% global daily active users, from 45% at the end of the previous quarter.
Investors and analysts reacted immediately to Roblox's revelation. The price of Roblox's common stock declined dramatically. From a closing market price of $55.26 per share on April 30, 2026, Roblox's stock price fell to $45.13 per share on May 1, 2026, a decline of about 18.33% in the span of just a single day.
The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.
Faruqi & Faruqi, LLP also encourages anyone with information regarding Roblox's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.
To learn more about the Verra class action, go to www.faruqilaw.com/RBLX or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
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Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/300762
Source: Faruqi & Faruqi LLP
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New York, New York--(Newsfile Corp. - June 10, 2026) - Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Roblox Corporation (NYSE: RBLX) and certain of its officers.
This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Roblox securities between October 30, 2025 and April 30, 2026, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's site: bgandg.com/RBLX.
Roblox Case Details
The Complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements and/or failed to disclose that:
Defendants overstated Roblox's organic growth potential and the Company's ability to sustain "tremendous organic growth" following the rollout of its age verification features; Defendants downplayed and failed to adequately disclose the severity and certainty of headwinds associated with the age verification rollout, including a slowdown in user enrollment, reduced on-platform communication, and associated negative impacts on app store ratings; as a result of these undisclosed trends, Roblox's growth rates were expected to decline more sharply than represented; and as a result of the foregoing, Defendants' statements about the Company's business, operations, and prospects were materially false and misleading at all relevant times.What's Next for Roblox Investors?
A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm's site: bgandg.com/RBLX, or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Roblox you have until August 7, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.
No Cost to Roblox Investors
We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys' fees, usually a percentage of the total recovery, only if we are successful.
Why Bronstein, Gewirtz & Grossman, LLC for Roblox Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com
"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.
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To view the source version of this press release, please visit https://www.newsfilecorp.com/release/300885
Source: Bronstein, Gewirtz & Grossman, LLC
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LOS ANGELES, June 10, 2026 (GLOBE NEWSWIRE) -- The Portnoy Law Firm advises Roblox Corporation, (“Roblox” or the "Company") (NYSE: RBLX) investors of a class action on behalf of investors that bought securities between October 30, 2025 and April 30, 2026, inclusive (the “Class Period”). Roblox investors have until August 7, 2026 to file a lead plaintiff motion.
Investors are encouraged to contact attorney Lesley F. Portnoy, by phone 310-692-8883 or email: [email protected], to discuss their legal rights, or join the case via https://portnoylaw.com/roblox-corporation. The Portnoy Law Firm can provide a complimentary case evaluation and discuss investors’ options for pursuing claims to recover their losses.
According to the complaint, defendants provided overwhelmingly positive statements to investors while, at the same time, disseminating materially false and misleading statements and/or concealing material adverse facts concerning the true state of Roblox’s organic growth potential; notably, that Roblox would see a significant slowdown in its growth rates as enrollment in the age verification rollout would quickly taper, compounding the resulting slowdown in on-platform communication, resulting in app store rating reductions and a swift reduction in organic growth. When the true details entered the market, the lawsuit claims that investors suffered damages.
The Portnoy Law Firm represents investors in pursuing claims caused by corporate wrongdoing. The Firm’s founding partner has recovered over $5.5 billion for aggrieved investors. Attorney advertising. Prior results do not guarantee similar outcomes.
Lesley F. Portnoy, Esq.
Admitted CA, NY and TX Bar [email protected]
310-692-8883
www.portnoylaw.com
SAN DIEGO--(BUSINESS WIRE)--The law firm of Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of Roblox Corporation (NYSE: RBLX) common stock between October 30, 2025 and April 30, 2026, inclusive (the “Class Period”), have until August 7, 2026 to seek appointment as lead plaintiff of the Roblox class action lawsuit. Captioned Mukherjee v. Roblox Corporation, No. 26-cv-05489 (N.D. Cal.), the Roblox class action lawsuit charges Roblox and certain of Roblox’ top executive officers with violations of the Securities Exchange Act of 1934.
If you suffered substantial losses and wish to serve as lead plaintiff of the Roblox class action lawsuit, please provide your information here:
You can also contact attorneys Ken Dolitsky or Michael Albert of Robbins Geller by calling 800/851-7783 or via e-mail at [email protected].
CASE ALLEGATIONS: Roblox operates as a global video gaming and social networking company.
The Roblox class action lawsuit alleges that defendants throughout the Class Period made false and/or misleading statements and/or failed to disclose that: (i) defendants created the false impression that they possessed reliable information pertaining to Roblox’ bookings growth expectations and the overall anticipated impact from the age verification rollout while also minimizing risks associated with the rollout and its potential knock-on effects; (ii) Roblox misled investors when discussing tailwinds resulting from the age verification process while continuing to be “enormously bullish” on their tech rollouts as well as claiming to be able to “rely on [their] tremendous organic growth”; and (iii) Roblox relied far too heavily on viral events to drive growth and failed to communicate to investors the potential knock-on impacts of the age verification rollout, including how it could impact the platform’s ratings, engagement, and overall public perception.
On April 30, 2026, Roblox announced its 2026 first quarter results, allegedly reporting declines in revenue guidance and projected annual bookings growth, as well as reductions in communication engagement, app store ratings, and organic sign-ups as a result of the age verification rollout. On this news, the price of Roblox stock fell more than 18%, according to the complaint.
THE LEAD PLAINTIFF PROCESS: The Private Securities Litigation Reform Act of 1995 permits any investor who purchased or acquired Roblox common stock during the Class Period to seek appointment as lead plaintiff in the Roblox class action lawsuit. A lead plaintiff is generally the movant with the greatest financial interest in the relief sought by the putative class who is also typical and adequate of the putative class. A lead plaintiff acts on behalf of all other class members in directing the Roblox class action lawsuit. The lead plaintiff can select a law firm of its choice to litigate the Roblox class action lawsuit. An investor’s ability to share in any potential future recovery is not dependent upon serving as lead plaintiff of the Roblox class action lawsuit.
ABOUT ROBBINS GELLER: Robbins Geller Rudman & Dowd LLP is one of the world’s leading law firms representing investors in securities fraud and shareholder rights litigation. Our Firm ranked #1 on the most recent ISS Securities Class Action Services Top 50 Report, recovering more than $916 million for investors in 2025. This marks our fourth #1 ranking in the past five years. And in those five years alone, Robbins Geller recovered $8.4 billion for investors – $3.4 billion more than any other law firm. With 200 lawyers in 10 offices, Robbins Geller is one of the largest plaintiffs’ firms in the world, and the Firm’s attorneys have obtained many of the largest securities class action recoveries in history, including the largest ever – $7.2 billion – in In re Enron Corp. Sec. Litig. Please visit the following page for more information:
The law firm of Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of Roblox Corporation (NYSE: RBLX) common stock between October 30, 2025 and April 30, 2026, inclusive (the “Class Period”), have until August 7, 2026 to seek appointment as lead plaintiff of the Roblox class action lawsuit. Captioned Mukherjee v. Roblox Corporation, No. 26-cv-05489 (N.D. Cal.), the Roblox class action lawsuit charges Roblox and certain of Roblox’ top executive officers with violations of the Securities Exchange Act of 1934.
If you suffered substantial losses and wish to serve as lead plaintiff of the Roblox class action lawsuit, please provide your information here:
You can also contact attorneys Ken Dolitsky or Michael Albert of Robbins Geller by calling 800/851-7783 or via e-mail at [email protected].
CASE ALLEGATIONS: Roblox operates as a global video gaming and social networking company.
The Roblox class action lawsuit alleges that defendants throughout the Class Period made false and/or misleading statements and/or failed to disclose that: (i) defendants created the false impression that they possessed reliable information pertaining to Roblox’ bookings growth expectations and the overall anticipated impact from the age verification rollout while also minimizing risks associated with the rollout and its potential knock-on effects; (ii) Roblox misled investors when discussing tailwinds resulting from the age verification process while continuing to be “enormously bullish” on their tech rollouts as well as claiming to be able to “rely on [their] tremendous organic growth”; and (iii) Roblox relied far too heavily on viral events to drive growth and failed to communicate to investors the potential knock-on impacts of the age verification rollout, including how it could impact the platform’s ratings, engagement, and overall public perception.
On April 30, 2026, Roblox announced its 2026 first quarter results, allegedly reporting declines in revenue guidance and projected annual bookings growth, as well as reductions in communication engagement, app store ratings, and organic sign-ups as a result of the age verification rollout. On this news, the price of Roblox stock fell more than 18%, according to the complaint.
THE LEAD PLAINTIFF PROCESS: The Private Securities Litigation Reform Act of 1995 permits any investor who purchased or acquired Roblox common stock during the Class Period to seek appointment as lead plaintiff in the Roblox class action lawsuit. A lead plaintiff is generally the movant with the greatest financial interest in the relief sought by the putative class who is also typical and adequate of the putative class. A lead plaintiff acts on behalf of all other class members in directing the Roblox class action lawsuit. The lead plaintiff can select a law firm of its choice to litigate the Roblox class action lawsuit. An investor’s ability to share in any potential future recovery is not dependent upon serving as lead plaintiff of the Roblox class action lawsuit.
ABOUT ROBBINS GELLER: Robbins Geller Rudman & Dowd LLP is one of the world’s leading law firms representing investors in securities fraud and shareholder rights litigation. Our Firm ranked #1 on the most recent ISS Securities Class Action Services Top 50 Report, recovering more than $916 million for investors in 2025. This marks our fourth #1 ranking in the past five years. And in those five years alone, Robbins Geller recovered $8.4 billion for investors – $3.4 billion more than any other law firm. With 200 lawyers in 10 offices, Robbins Geller is one of the largest plaintiffs’ firms in the world, and the Firm’s attorneys have obtained many of the largest securities class action recoveries in history, including the largest ever – $7.2 billion – in In re Enron Corp. Sec. Litig. Please visit the following page for more information:
SAN FRANCISCO, June 10, 2026 (GLOBE NEWSWIRE) -- Roblox Corporation (NYSE: RBLX) faces a securities class action lawsuit after its April 30, 2026 Q1 2026 report indicating a surprisingly large sequential decline in daily active users (“DAUs”) tempered by its age-check rollout. The news drove the price of Roblox shares down $10.13 (-18%) the next trading day and erased over $6.7 billion from the company’s market capitalization.
The lawsuit seeks to represent investors who purchased or otherwise acquired Roblox common stock between October 30, 2025 and April 30, 2026.
National shareholder rights firm Hagens Berman is investigating the legal claims that Roblox and its co-defendants violated the federal securities laws. The firm encourages Roblox investors who suffered substantial losses to submit your losses now.
Class Period: Oct. 30, 2025 – Apr. 30, 2026
Lead Plaintiff Deadline: Aug. 7, 2026
Visit: www.hbsslaw.com/investor-fraud/rblx
Contact the Firm Now: [email protected]
844-916-0895
Roblox Corporation (RBLX) Securities Class Action:
The primary focus of the litigation is on the propriety of Roblox’s disclosures about the impact on its business and prospects of the age-check verification rollout aimed at increasing safety within certain social features on its platform. The rollout began in November 2025.
Throughout the Class Period, Roblox has characterized its rollout as the “gold standard” intended to be implemented with “no friction.” The company has also touted its high year-over-year DAU growth and related revenue and bookings growth.
As recently as February 5, 2026, during Roblox’s Q4 2025 earnings call, CEO David Baszucki responded to an analyst’s question about additional detail about the age-check rollout, assuring investors that “[w]e’re very excited and proud of the way our age verification rollout has gone” and “we found so many other opportunities for optimization that I’m very pleased and happy about the way the rollout has gone.”
The complaint alleges that Roblox made false and misleading statements while failing to disclose important information to investors about the true state of the company’s growth potential. More specifically, the complaint alleges that Roblox would see significant growth slowdown as enrollments in its age-check rollout would quickly taper, compounding the resulting slowdown in on-line platform communication and resulting in app store rating reductions and a swift reduction in organic growth.
The truth entered the market on April 30, 2026. That day, Roblox reported its Q1 2026 financial results, revealed a steep deceleration in year-over-year and sequential DAU growth, slashed its 2026 revenue guidance (reflecting ongoing shrinkage in DAU growth), and severely cut its 2026 bookings growth midpoint from 24% to just 10%.
The company blamed its adverse situation on just 51% of Roblox global DAUs having age checked and further revealed that “as a result of age check […] we have seen a reduction in app store ratings, and we believe this may be contributing to a reduction in organic sign-ups that typically flow from app stores.” Roblox also said its lowered prospects are the result of “continued friction” resulting from the age-check rollout.
“We’re focused on when Roblox and its management knew of the adverse consequences of the age-check rollout and whether they intentionally misled investors it,” said Reed Kathrein, the Hagens Berman partner leading the firm’s investigation.
If you invested in Roblox and have substantial losses, or have knowledge that will assist the firm’s investigation, submit your losses now.
If you’d like more information and answers to other frequently asked questions about the Roblox case and the firm’s investigation, read more.
Whistleblowers: Persons with non-public information regarding Roblox should consider their options to help in the investigation or take advantage of the SEC Whistleblower program. Under the new program, whistleblowers who provide original information may receive rewards totaling up to 30 percent of any successful recovery made by the SEC. For more information, call Reed Kathrein at 844-916-0895 or email [email protected].
About Hagens Berman
Hagens Berman is a global plaintiffs’ rights complex litigation firm focusing on corporate accountability. The firm is home to a robust practice and represents investors as well as whistleblowers, workers, consumers and others in cases achieving real results for those harmed by corporate negligence and other wrongdoings. Hagens Berman’s team has secured more than $2.9 billion in this area of law. More about the firm and its successes can be found at hbsslaw.com. Follow the firm for updates and news at @ClassActionLaw.
NEW YORK, June 10, 2026 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, announces a class action lawsuit on behalf of purchasers of common stock of Roblox Corporation (NYSE: RBLX) between October 30, 2025 and April 30, 2026, inclusive (the “Class Period”). A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 7, 2026.
New York, New York--(Newsfile Corp. - June 10, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, announces a class action lawsuit on behalf of purchasers of common stock of Roblox Corporation (NYSE: RBLX) between October 30, 2025 and April 30, 2026, inclusive (the "Class Period"). A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 7, 2026.
SO WHAT: If you purchased Roblox common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
WHAT TO DO NEXT: To join the Roblox class action, go to https://rosenlegal.com/cases/roblox-corporation-2026/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 7, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.
DETAILS OF THE CASE: According to the complaint, defendants provided overwhelmingly positive statements to investors while, at the same time, disseminating materially false and misleading statements and/or concealing material adverse facts concerning the true state of Roblox's organic growth potential; notably, that Roblox would see a significant slowdown in its growth rates as enrollment in the age verification rollout would quickly taper, compounding the resulting slowdown in on-platform communication, resulting in app store rating reductions and a swift reduction in organic growth. When the true details entered the market, the lawsuit claims that investors suffered damages.
WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved, at that time, the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered hundreds of millions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.
To join the Roblox class action, go to https://rosenlegal.com/cases/roblox-corporation-2026/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.
Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.
Attorney Advertising. Prior results do not guarantee a similar outcome.
-------------------------------
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/300939
Source: The Rosen Law Firm PA
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
, /PRNewswire/ -- The law firm of Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of Roblox Corporation (NYSE: RBLX) common stock between October 30, 2025 and April 30, 2026, both dates inclusive (the "Class Period"), have until August 7, 2026 to seek appointment as lead plaintiff of the Roblox class action lawsuit. Captioned Mukherjee v. Roblox Corporation, No. 26-cv-05489 (N.D. Cal.), the Roblox class action lawsuit charges Roblox and certain of Roblox' top executive officers with violations of the Securities Exchange Act of 1934.
If you suffered substantial losses and wish to serve as lead plaintiff of the Roblox class action lawsuit, please provide your information here:
You can also contact attorneys Ken Dolitsky or Michael Albert of Robbins Geller by calling 800/851-7783 or via e-mail at [email protected].
CASE ALLEGATIONS: Roblox operates as a global video gaming and social networking company.
The Roblox class action lawsuit alleges that defendants throughout the Class Period made false and/or misleading statements and/or failed to disclose that: (i) defendants created the false impression that they possessed reliable information pertaining to Roblox' bookings growth expectations and the overall anticipated impact from the age verification rollout while also minimizing risks associated with the rollout and its potential knock-on effects; (ii) Roblox misled investors when discussing tailwinds resulting from the age verification process while continuing to be "enormously bullish" on their tech rollouts as well as claiming to be able to "rely on [their] tremendous organic growth"; and (iii) Roblox relied far too heavily on viral events to drive growth and failed to communicate to investors the potential knock-on impacts of the age verification rollout, including how it could impact the platform's ratings, engagement, and overall public perception.
On April 30, 2026, Roblox announced its 2026 first quarter results, allegedly reporting declines in revenue guidance and projected annual bookings growth, as well as reductions in communication engagement, app store ratings, and organic sign-ups as a result of the age verification rollout. On this news, the price of Roblox stock fell more than 18%, according to the complaint.
THE LEAD PLAINTIFF PROCESS: The Private Securities Litigation Reform Act of 1995 permits any investor who purchased or acquired Roblox common stock during the Class Period to seek appointment as lead plaintiff in the Roblox class action lawsuit. A lead plaintiff is generally the movant with the greatest financial interest in the relief sought by the putative class who is also typical and adequate of the putative class. A lead plaintiff acts on behalf of all other class members in directing the Roblox class action lawsuit. The lead plaintiff can select a law firm of its choice to litigate the Roblox class action lawsuit. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff of the Roblox class action lawsuit.
ABOUT ROBBINS GELLER: Robbins Geller Rudman & Dowd LLP is one of the world's leading law firms representing investors in securities fraud and shareholder rights litigation. Our Firm ranked #1 on the most recent ISS Securities Class Action Services Top 50 Report, recovering more than $916 million for investors in 2025. This marks our fourth #1 ranking in the past five years. And in those five years alone, Robbins Geller recovered $8.4 billion for investors – $3.4 billion more than any other law firm. With 200 lawyers in 10 offices, Robbins Geller is one of the largest plaintiffs' firms in the world, and the Firm's attorneys have obtained many of the largest securities class action recoveries in history, including the largest ever – $7.2 billion – in In re Enron Corp. Sec. Litig. Please visit the following page for more information:
, /PRNewswire/ -- Roblox Corporation (NYSE: RBLX) faces a securities class action lawsuit after its April 30, 2026 Q1 2026 report indicating a surprisingly large sequential decline in daily active users ("DAUs") tempered by its age-check rollout. The news drove the price of Roblox shares down $10.13 (-18%) the next trading day and erased over $6.7 billion from the company's market capitalization.
The lawsuit seeks to represent investors who purchased or otherwise acquired Roblox common stock between October 30, 2025 and April 30, 2026.
National shareholder rights firm Hagens Berman is investigating the legal claims that Roblox and its co-defendants violated the federal securities laws. The firm encourages Roblox investors who suffered substantial losses to submit your losses now.
Class Period: Oct. 30, 2025 – Apr. 30, 2026
Lead Plaintiff Deadline: Aug. 7, 2026
Visit: www.hbsslaw.com/investor-fraud/rblx
Contact the Firm Now: [email protected]
844-916-0895
Roblox Corporation (RBLX) Securities Class Action:
The primary focus of the litigation is on the propriety of Roblox's disclosures about the impact on its business and prospects of the age-check verification rollout aimed at increasing safety within certain social features on its platform. The rollout began in November 2025.
Throughout the Class Period, Roblox has characterized its rollout as the "gold standard" intended to be implemented with "no friction." The company has also touted its high year-over-year DAU growth and related revenue and bookings growth.
As recently as February 5, 2026, during Roblox's Q4 2025 earnings call, CEO David Baszucki responded to an analyst's question about additional detail about the age-check rollout, assuring investors that "[w]e're very excited and proud of the way our age verification rollout has gone" and "we found so many other opportunities for optimization that I'm very pleased and happy about the way the rollout has gone."
The complaint alleges that Roblox made false and misleading statements while failing to disclose important information to investors about the true state of the company's growth potential. More specifically, the complaint alleges that Roblox would see significant growth slowdown as enrollments in its age-check rollout would quickly taper, compounding the resulting slowdown in on-line platform communication and resulting in app store rating reductions and a swift reduction in organic growth.
The truth entered the market on April 30, 2026. That day, Roblox reported its Q1 2026 financial results, revealed a steep deceleration in year-over-year and sequential DAU growth, slashed its 2026 revenue guidance (reflecting ongoing shrinkage in DAU growth), and severely cut its 2026 bookings growth midpoint from 24% to just 10%.
The company blamed its adverse situation on just 51% of Roblox global DAUs having age checked and further revealed that "as a result of age check […] we have seen a reduction in app store ratings, and we believe this may be contributing to a reduction in organic sign-ups that typically flow from app stores." Roblox also said its lowered prospects are the result of "continued friction" resulting from the age-check rollout.
"We're focused on when Roblox and its management knew of the adverse consequences of the age-check rollout and whether they intentionally misled investors it," said Reed Kathrein, the Hagens Berman partner leading the firm's investigation.
If you invested in Roblox and have substantial losses, or have knowledge that will assist the firm's investigation, submit your losses now.
If you'd like more information and answers to other frequently asked questions about the Roblox case and the firm's investigation, read more.
Whistleblowers: Persons with non-public information regarding Roblox should consider their options to help in the investigation or take advantage of the SEC Whistleblower program. Under the new program, whistleblowers who provide original information may receive rewards totaling up to 30 percent of any successful recovery made by the SEC. For more information, call Reed Kathrein at 844-916-0895 or email [email protected] .
About Hagens Berman
Hagens Berman is a global plaintiffs' rights complex litigation firm focusing on corporate accountability. The firm is home to a robust practice and represents investors as well as whistleblowers, workers, consumers and others in cases achieving real results for those harmed by corporate negligence and other wrongdoings. Hagens Berman's team has secured more than $2.9 billion in this area of law. More about the firm and its successes can be found at hbsslaw.com. Follow the firm for updates and news at @ClassActionLaw.
, /PRNewswire/ -- Robbins LLP informs stockholders that a class action was filed on behalf of all investors who purchased or otherwise acquired Roblox Corporation (NYSE: RBLX) securities between October 30, 2025 and April 30, 2026. Roblox is a gaming and creation platform. The platform itself consists of the Roblox Client, the Roblox Studio, and the Roblox Cloud.
For more information, submit a form, email attorney Aaron Dumas, Jr., or give us a call at (800) 350-6003.
The Allegations: Robbins LLP is Investigating Allegations that Roblox Corporation (RBLX) Misled Investors Regarding the Impact of Its Age Verification Rollout on User Growth and Fiscal 2026 Performance
According to the complaint, during the class period, defendants provided investors with material information concerning Roblox's expected growth potential for fiscal year 2026 following the rollout of its new age verification features. Defendants expressed significant confidence in the Company's purported "tremendous organic growth" and minimized the severity and certainty of headwinds associated with the rollout. On February 5, 2026, defendants provided guidance of 22-26% bookings growth for fiscal 2026, which allegedly factored in anticipated headwinds identified during earlier testing runs of the age verification rollout. Defendant Chopra further stated that the guidance reflected the Company's "confidence in the adoption of our age-checking technology." Defendants provided these overwhelmingly positive statements while failing to disclose material adverse facts concerning Roblox's true organic growth potential; notably, that enrollment in the age verification rollout would quickly taper, slowing on-platform communication, reducing app store ratings, and resulting in a significant decline in organic growth. Such statements, absent these material facts, caused Plaintiff and other shareholders to purchase Roblox securities at artificially inflated prices.
Plaintiff alleges that on April 30, 2026, Roblox announced its financial results for the first quarter of fiscal 2026. Management slashed bookings growth guidance down to 8-12% and a corresponding decline to margin expectations. Defendants disclosed the age verification rollout had caused much more significant impacts to engagement and organic growth than management had previously suggested and age check adoption had only increased to 51% global daily active users, from 45% at the end of the previous quarter. On this news, Roblox's stock price fell to $45.13 per share on May 1, 2026, a decline of about 18.33% in the span of just a single day.
What Now: You may be eligible to participate in the class action against Roblox Corporation. Shareholders who wish to serve as lead plaintiff for the class should contact Robbins LLP. The lead plaintiff is a representative party who acts on behalf of other class members in directing the litigation. You do not have to participate in the case to be eligible for a recovery. If you choose to take no action, you can remain an absent class member. For more information, click here.
All representation is on a contingency fee basis. Shareholders pay no fees or expenses.
About Robbins LLP: A recognized leader in shareholder rights litigation, the attorneys and staff of Robbins LLP have been dedicated to helping shareholders recover losses, improve corporate governance structures, and hold company executives accountable for their wrongdoing since 2002.
To be notified if a class action against Roblox Corporation settles or to receive free alerts when corporate executives engage in wrongdoing, sign up for Stock Watch today.
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New York, New York--(Newsfile Corp. - June 11, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, announces a class action lawsuit on behalf of purchasers of common stock of Roblox Corporation (NYSE: RBLX) between October 30, 2025 and April 30, 2026, inclusive (the "Class Period"). A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 7, 2026.
SO WHAT: If you purchased Roblox common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
WHAT TO DO NEXT: To join the Roblox class action, go to https://rosenlegal.com/cases/roblox-corporation-2026/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 7, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.
DETAILS OF THE CASE: According to the complaint, defendants provided overwhelmingly positive statements to investors while, at the same time, disseminating materially false and misleading statements and/or concealing material adverse facts concerning the true state of Roblox's organic growth potential; notably, that Roblox would see a significant slowdown in its growth rates as enrollment in the age verification rollout would quickly taper, compounding the resulting slowdown in on-platform communication, resulting in app store rating reductions and a swift reduction in organic growth. When the true details entered the market, the lawsuit claims that investors suffered damages.
WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved, at that time, the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered hundreds of millions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.
To join the Roblox class action, go to https://rosenlegal.com/cases/roblox-corporation-2026/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.
Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.
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-------------------------------
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/301168
Source: The Rosen Law Firm PA
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Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Roblox To Contact Him Directly To Discuss Their Options
If you purchased or acquired securities in Roblox between October 30, 2025 and April 30, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
[You may also click here for additional information]
New York, New York--(Newsfile Corp. - June 11, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Roblox Corporation ("Roblox" or the "Company") (NYSE: RBLX) and reminds investors of the August 7, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
Watch our latest video highlighting the key allegations:
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Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.
According to the complaint, defendants provided overwhelmingly positive statements to investors while, at the same time, disseminating materially false and misleading statements and/or concealing material adverse facts concerning the true state of Roblox's organic growth potential; notably, that Roblox would see a significant slowdown in its growth rates as enrollment in the age verification rollout would quickly taper, compounding the resulting slowdown in on-platform communication, resulting in app store rating reductions and a swift reduction in organic growth. Such statements absent these material facts caused Plaintiff and other shareholders to purchase Roblox's securities at artificially inflated prices.
On April 30, 2026, Roblox announced its financial results for the first quarter of fiscal 2026. Management slashed bookings growth guidance down to 8-12% and a corresponding decline to margin expectations. Defendants disclosed the age verification rollout had caused much more significant impacts engagement and organic growth than management had previously suggested and age check adoption had only increased to 51% global daily active users, from 45% at the end of the previous quarter.
Investors and analysts reacted immediately to Roblox's revelation. The price of Roblox's common stock declined dramatically. From a closing market price of $55.26 per share on April 30, 2026, Roblox's stock price fell to $45.13 per share on May 1, 2026, a decline of about 18.33% in the span of just a single day.
The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.
Faruqi & Faruqi, LLP also encourages anyone with information regarding Roblox's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.
To learn more about the Verra class action, go to www.faruqilaw.com/RBLX or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
Follow us for updates on LinkedIn, on X, or on Facebook.
Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/300920
Source: Faruqi & Faruqi LLP
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, /PRNewswire/ -- Pomerantz LLP announces that a class action lawsuit has been filed against Roblox Corporation ("Roblox" or the "Company") (NYSE: RBLX). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.
The class action concerns whether Roblox and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
You have until August 7, 2026, to ask the Court to appoint you as Lead Plaintiff for the class if you purchased or otherwise acquired Roblox securities during the Class Period. A copy of the Complaint can be obtained at www.pomerantzlaw.com.
[Click here for information about joining the class action]
On April 30, 2026, Roblox announced its 2026 first quarter results, allegedly reporting declines in revenue guidance and projected annual bookings growth, as well as reductions in communication engagement, app store ratings, and organic sign-ups as a result of the rollout of the Company's age-verification process.
On this news, Roblox's stock price fell more than 18%, damaging investors.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
INVESTOR ALERT: Pomerantz Law Firm Reminds Investors with Losses on their Investment in Roblox Corporation of Class Action Lawsuit and Upcoming Deadlines - RBLX PR Newswire
NEW YORK, June 11, 2026
, /PRNewswire/ -- Pomerantz LLP announces that a class action lawsuit has been filed against Roblox Corporation ("Roblox" or the "Company") (NYSE: RBLX). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.
The class action concerns whether Roblox and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
You have until August 7, 2026, to ask the Court to appoint you as Lead Plaintiff for the class if you purchased or otherwise acquired Roblox securities during the Class Period. A copy of the Complaint can be obtained at www.pomerantzlaw.com.
[Click here for information about joining the class action]
On April 30, 2026, Roblox announced its 2026 first quarter results, allegedly reporting declines in revenue guidance and projected annual bookings growth, as well as reductions in communication engagement, app store ratings, and organic sign-ups as a result of the rollout of the Company's age-verification process.
On this news, Roblox's stock price fell more than 18%, damaging investors.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
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NEW YORK, June 12, 2026 (GLOBE NEWSWIRE) -- The Gross Law Firm issues the following notice to shareholders of Roblox Corporation (NYSE: RBLX).
Shareholders who purchased shares of RBLX during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery.
ALLEGATIONS: According to the complaint, defendants provided overwhelmingly positive statements to investors while, at the same time, disseminating materially false and misleading statements and/or concealing material adverse facts concerning the true state of Roblox’s organic growth potential; notably, that Roblox would see a significant slowdown in its growth rates as enrollment in the age verification rollout would quickly taper, compounding the resulting slowdown in on-platform communication, resulting in app store rating reductions and a swift reduction in organic growth. On April 30, 2026, Roblox announced its financial results for the first quarter of fiscal 2026. Management slashed bookings growth guidance down to 8-12% and a corresponding decline to margin expectations. Defendants disclosed the age verification rollout had caused much more significant impacts to engagement and organic growth than management had previously suggested and age check adoption had only increased to 51% global daily active users, from 45% at the end of the previous quarter. Following this news, the price of Roblox’s common stock declined dramatically. From a closing market price of $55.26 per share on April 30, 2026, Roblox’s stock price fell to $45.13 per share on May 1, 2026, a decline of about 18.33% in the span of just a single day.
DEADLINE: August 7, 2026 Shareholders should not delay in registering for this class action. Register your information here: https://securitiesclasslaw.com/securities/roblox-corporation-loss-submission-form-2/?id=187703&from=3
NEXT STEPS FOR SHAREHOLDERS: Once you register as a shareholder who purchased shares of RBLX during the timeframe listed above, you will be enrolled in a portfolio monitoring software to provide you with status updates throughout the lifecycle of the case. The deadline to seek to be a lead plaintiff is August 7, 2026. There is no cost or obligation to you to participate in this case.
WHY GROSS LAW FIRM? The Gross Law Firm is a nationally recognized class action law firm, and our mission is to protect the rights of all investors who have suffered as a result of deceit, fraud, and illegal business practices. The Gross Law Firm is committed to ensuring that companies adhere to responsible business practices and engage in good corporate citizenship. The firm seeks recovery on behalf of investors who incurred losses when false and/or misleading statements or the omission of material information by a company lead to artificial inflation of the company's stock. Attorney advertising. Prior results do not guarantee similar outcomes.
CONTACT:
The Gross Law Firm
15 West 38th Street, 12th floor
New York, NY, 10018
Email: [email protected]
Phone: (646) 453-8903
, /PRNewswire/ -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Roblox Corporation (NYSE: RBLX) and certain of its officers.
This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Roblox securities between October 30, 2025 and April 30, 2026, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's site: bgandg.com/RBLX.
Roblox Case Details
The Complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements and/or failed to disclose that:
Defendants overstated Roblox's organic growth potential and the Company's ability to sustain "tremendous organic growth" following the rollout of its age verification features; Defendants downplayed and failed to adequately disclose the severity and certainty of headwinds associated with the age verification rollout, including a slowdown in user enrollment, reduced on-platform communication, and associated negative impacts on app store ratings; as a result of these undisclosed trends, Roblox's growth rates were expected to decline more sharply than represented; and as a result of the foregoing, Defendants' statements about the Company's business, operations, and prospects were materially false and misleading at all relevant times. What's Next for Roblox Investors?
A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm's site: bgandg.com/RBLX. or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Roblox you have until August 7, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.
No Cost to Roblox Investors
We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys' fees, usually a percentage of the total recovery, only if we are successful.
Why Bronstein, Gewirtz & Grossman, LLC for Roblox Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com
"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.
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Contact Info
Peretz Bronstein, Esq. or Nathan Miller
Bronstein, Gewirtz & Grossman, LLC
917-590-0911 | [email protected]
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SAN FRANCISCO, June 12, 2026 (GLOBE NEWSWIRE) -- Roblox Corporation (NYSE: RBLX) faces a securities class action lawsuit after its April 30, 2026 Q1 2026 report indicating a surprisingly large sequential decline in daily active users (“DAUs”) tempered by its age-check rollout. The news drove the price of Roblox shares down $10.13 (-18%) the next trading day and erased over $6.7 billion from the company’s market capitalization.
The lawsuit seeks to represent investors who purchased or otherwise acquired Roblox common stock between October 30, 2025 and April 30, 2026.
National shareholder rights firm Hagens Berman is investigating the legal claims that Roblox and its co-defendants violated the federal securities laws. The firm encourages Roblox investors who suffered substantial losses to submit your losses now.
Class Period: Oct. 30, 2025 – Apr. 30, 2026
Lead Plaintiff Deadline: Aug. 7, 2026
Visit: www.hbsslaw.com/investor-fraud/rblx
Contact the Firm Now: [email protected]
844-916-0895
Roblox Corporation (RBLX) Securities Class Action:
The primary focus of the litigation is on the propriety of Roblox’s disclosures about the impact on its business and prospects of the age-check verification rollout aimed at increasing safety within certain social features on its platform. The rollout began in November 2025.
Throughout the Class Period, Roblox has characterized its rollout as the “gold standard” intended to be implemented with “no friction.” The company has also touted its high year-over-year DAU growth and related revenue and bookings growth.
As recently as February 5, 2026, during Roblox’s Q4 2025 earnings call, CEO David Baszucki responded to an analyst’s question about additional detail about the age-check rollout, assuring investors that “[w]e’re very excited and proud of the way our age verification rollout has gone” and “we found so many other opportunities for optimization that I’m very pleased and happy about the way the rollout has gone.”
The complaint alleges that Roblox made false and misleading statements while failing to disclose important information to investors about the true state of the company’s growth potential. More specifically, the complaint alleges that Roblox would see significant growth slowdown as enrollments in its age-check rollout would quickly taper, compounding the resulting slowdown in on-line platform communication and resulting in app store rating reductions and a swift reduction in organic growth.
The truth entered the market on April 30, 2026. That day, Roblox reported its Q1 2026 financial results, revealed a steep deceleration in year-over-year and sequential DAU growth, slashed its 2026 revenue guidance (reflecting ongoing shrinkage in DAU growth), and severely cut its 2026 bookings growth midpoint from 24% to just 10%.
The company blamed its adverse situation on just 51% of Roblox global DAUs having age checked and further revealed that “as a result of age check […] we have seen a reduction in app store ratings, and we believe this may be contributing to a reduction in organic sign-ups that typically flow from app stores.” Roblox also said its lowered prospects are the result of “continued friction” resulting from the age-check rollout.
“We’re focused on when Roblox and its management knew of the adverse consequences of the age-check rollout and whether they intentionally misled investors,” said Reed Kathrein, the Hagens Berman partner leading the firm’s investigation.
If you invested in Roblox and have substantial losses, or have knowledge that will assist the firm’s investigation, submit your losses now.
If you’d like more information and answers to other frequently asked questions about the Roblox case and the firm’s investigation, read more.
Whistleblowers: Persons with non-public information regarding Roblox should consider their options to help in the investigation or take advantage of the SEC Whistleblower program. Under the new program, whistleblowers who provide original information may receive rewards totaling up to 30 percent of any successful recovery made by the SEC. For more information, call Reed Kathrein at 844-916-0895 or email [email protected].
About Hagens Berman
Hagens Berman is a global plaintiffs’ rights complex litigation firm focusing on corporate accountability. The firm is home to a robust practice and represents investors as well as whistleblowers, workers, consumers and others in cases achieving real results for those harmed by corporate negligence and other wrongdoings. Hagens Berman’s team has secured more than $2.9 billion in this area of law. More about the firm and its successes can be found at hbsslaw.com. Follow the firm for updates and news at @ClassActionLaw.
NEW YORK--(BUSINESS WIRE)---- $RBLX #BFA--Roblox Corporation Sued for Securities Fraud after Age Verification Rollout Leads to 18% Stock Drop – Investors Notified to Contact BFA Law.
Bumble trades near 2x cash flow, with a hidden tax asset potentially worth more than its market cap. BMBL repurchased its Tax Receivable Agreement at a significant discount, unlocking $400M+ in future tax savings and boosting cash flow. Despite user declines and management missteps, the company maintains strong pricing power in a duopolistic market and is positioned for margin expansion via direct billing.
Bumble Inc. (BMBL - Free Report) closed at $3.33 in the latest trading session, marking a +2.15% move from the prior day. The stock outperformed the S&P 500, which registered a daily gain of 0.72%. Meanwhile, the Dow gained 0.48%, and the Nasdaq, a tech-heavy index, added 1.16%.
Shares of the company have appreciated by 10.14% over the course of the past month, outperforming the Computer and Technology sector's loss of 5.35%, and the S&P 500's loss of 4.99%.
Analysts and investors alike will be keeping a close eye on the performance of Bumble Inc. in its upcoming earnings disclosure. On that day, Bumble Inc. is projected to report earnings of $0.3 per share, which would represent year-over-year growth of 130.77%. Meanwhile, the Zacks Consensus Estimate for revenue is projecting net sales of $211.88 million, down 14.25% from the year-ago period.
For the annual period, the Zacks Consensus Estimates anticipate earnings of $0.98 per share and a revenue of $852.57 million, signifying shifts of +116.25% and -11.71%, respectively, from the last year.
Investors might also notice recent changes to analyst estimates for Bumble Inc. These revisions help to show the ever-changing nature of near-term business trends. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.
Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system.
The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Over the past month, the Zacks Consensus EPS estimate has moved 11.01% higher. Bumble Inc. currently has a Zacks Rank of #3 (Hold).
With respect to valuation, Bumble Inc. is currently being traded at a Forward P/E ratio of 3.34. This indicates a discount in contrast to its industry's Forward P/E of 19.24.
It's also important to note that BMBL currently trades at a PEG ratio of 0.11. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. The Internet - Software was holding an average PEG ratio of 1.06 at yesterday's closing price.
The Internet - Software industry is part of the Computer and Technology sector. Currently, this industry holds a Zacks Industry Rank of 152, positioning it in the bottom 38% of all 250+ industries.
The Zacks Industry Rank evaluates the power of our distinct industry groups by determining the average Zacks Rank of the individual stocks forming the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Ensure to harness Zacks.com to stay updated with all these stock-shifting metrics, among others, in the next trading sessions.
Bumble Inc. (BMBL - Free Report) closed at $3.45 in the latest trading session, marking a -1.15% move from the prior day. The stock's change was less than the S&P 500's daily gain of 0.62%. Meanwhile, the Dow gained 0.58%, and the Nasdaq, a tech-heavy index, added 0.83%.
Shares of the company witnessed a gain of 22.89% over the previous month, beating the performance of the Computer and Technology sector with its gain of 2.41%, and the S&P 500's gain of 0.8%.
Market participants will be closely following the financial results of Bumble Inc. in its upcoming release. The company is expected to report EPS of $0.3, up 130.77% from the prior-year quarter. Meanwhile, our latest consensus estimate is calling for revenue of $211.88 million, down 14.25% from the prior-year quarter.
BMBL's full-year Zacks Consensus Estimates are calling for earnings of $0.98 per share and revenue of $852.57 million. These results would represent year-over-year changes of +116.25% and -11.71%, respectively.
It is also important to note the recent changes to analyst estimates for Bumble Inc. Such recent modifications usually signify the changing landscape of near-term business trends. As such, positive estimate revisions reflect analyst optimism about the business and profitability.
Based on our research, we believe these estimate revisions are directly related to near-term stock moves. To exploit this, we've formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system.
The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed a 11.01% increase. At present, Bumble Inc. boasts a Zacks Rank of #3 (Hold).
In terms of valuation, Bumble Inc. is currently trading at a Forward P/E ratio of 3.57. This valuation marks a discount compared to its industry average Forward P/E of 18.39.
It is also worth noting that BMBL currently has a PEG ratio of 0.12. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. BMBL's industry had an average PEG ratio of 1.03 as of yesterday's close.
The Internet - Software industry is part of the Computer and Technology sector. Currently, this industry holds a Zacks Industry Rank of 141, positioning it in the bottom 43% of all 250+ industries.
The Zacks Industry Rank gauges the strength of our individual industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
You can find more information on all of these metrics, and much more, on Zacks.com.
