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NEW YORK, June 02, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of Qiagen N.V. (“Qiagen” or the “Company”) (NYSE: QGEN). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.

The investigation concerns whether Qiagen and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. 

[Click here for information about joining the class action]

On April 27, 2026, Qiagen announced preliminary results for the first quarter of 2026.  Among other items, the Company disclosed that net sales declined approximately 1% on a constant exchange rate (“CER”) basis, and that sales of its QuantiFERON product declined approximately 5% CER.  

On this news, Qiagen’s stock price fell $4.07 per share, or 10.69%, to close at $34.02 per share on April 28, 2026.

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.   

CONTACT:
Danielle Peyton
Pomerantz LLP
[email protected]
646-581-9980 ext. 7980

, /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Qiagen N.V. ("Qiagen" or the "Company") (NYSE: QGEN).  Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.

The investigation concerns whether Qiagen and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. 

[Click here for information about joining the class action]

On April 27, 2026, Qiagen announced preliminary results for the first quarter of 2026.  Among other items, the Company disclosed that net sales declined approximately 1% on a constant exchange rate ("CER") basis, and that sales of its QuantiFERON product declined approximately 5% CER.  

On this news, Qiagen's stock price fell $4.07 per share, or 10.69%, to close at $34.02 per share on April 28, 2026.

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.  

CONTACT:
Danielle Peyton
Pomerantz LLP
[email protected]
646-581-9980 ext. 7980

SOURCE Pomerantz LLP

On June 09, 2026, Qiagen NV QGEN shares rose 4.2% today, bringing the current price to $37.75. The stock has experienced a 52-week range, hitting a high of $57.82 and a low of $32.53.

GF Value™ verdict: Current price of $37.75 is 28.3% undervalued compared to GF Value™ of $52.66.GF Score™: 65/100, indicating an above-average overall performance.Most notable signal: No insider transactions in the last 3 months. Is QGEN Overvalued or Undervalued? Qiagen NV's current price of $37.75 is significantly lower than its GF Value™ estimate of $52.66, suggesting that the stock is undervalued by approximately 28.3%. This margin of safety indicates a potential investment opportunity, although investors should proceed with caution. The GF Valuation label categorizes QGEN as "Modestly Undervalued," which implies that while there is a favorable valuation, the company may still face certain risks or market volatility that could impact its performance in the near term. GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates.

Given the current undervaluation, QGEN presents a compelling case for those who believe in its long-term prospects. However, potential investors should remain aware of market conditions, competitive pressures, and overall industry trends that could influence stock performance.

How Does QGEN's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 19.4x 27.1x (5-Year Median) Forward P/E 15.2x N/A The current P/E ratio of 19.4x is notably below its 5-year median P/E of 27.1x, indicating that the stock is trading at a discount compared to its historical valuation metrics. This analysis aligns with the GF Value™ verdict, reinforcing the conclusion that QGEN is undervalued at present.

What Does QGEN's GF Score™ Tell Us? Metric Rating GF Score™ 65/100 Financial Strength 6/10 Profitability 7/10 Growth 4/10 Valuation 4/10 Momentum 2/10 The GF Score™ of 65/100 reflects a solid overall performance, with particular strengths in profitability (7/10) and financial strength (6/10). However, the areas of growth (4/10) and momentum (2/10) signal potential weaknesses that could impact future performance. Investors should consider these factors when evaluating the overall attractiveness of QGEN as an investment opportunity.

What Are Insiders Doing with QGEN Stock? Over the last three months, there have been no insider transactions reported for Qiagen NV. This lack of activity may suggest that insiders do not currently see an urgent need to buy or sell shares, either due to confidence in the company's future prospects or a belief that the stock is fairly valued at present.

What This Means for Investors Based on the GF Value™ assessment, Qiagen NV QGEN is considered undervalued, presenting potential opportunities for investors looking for long-term growth. However, investors should remain cognizant of the associated risks and the overall market environment.

For the complete analysis, visit the Qiagen NV QGEN 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 QGEN's GF Score™?

QGEN's GF Score™ is 65/100, indicating above-average overall performance based on key financial metrics.

Is QGEN overvalued or undervalued?

QGEN is currently undervalued with a GF Value™ of $52.66 compared to its market price of $37.75.

What is QGEN's P/E ratio?

QGEN's P/E ratio (TTM) is 19.4x, which is significantly below its 5-year median P/E of 27.1x, indicating it is trading at a discount 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].

The company has less need for middle managers, operations jobs and other ‘measuring' positions.

Cloudflare (NET - 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.

Shares of this web security and content delivery company have returned +4.4% over the past month versus the Zacks S&P 500 composite's +4.8% change. The Zacks Internet - Software industry, to which Cloudflare belongs, has lost 4.1% over this period. Now the key question is: Where could the stock be headed in the near term?

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 RevisionsHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.

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.

Cloudflare is expected to post earnings of $0.26 per share for the current quarter, representing a year-over-year change of +23.8%. Over the last 30 days, the Zacks Consensus Estimate has changed -2.9%.

For the current fiscal year, the consensus earnings estimate of $1.18 points to a change of +26.9% from the prior year. Over the last 30 days, this estimate has changed +96.4%.

For the next fiscal year, the consensus earnings estimate of $1.52 indicates a change of +28.4% from what Cloudflare is expected to report a year ago. Over the past month, the estimate has changed +6.3%.

Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, Cloudflare is rated Zacks Rank #3 (Hold).

The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:

12 Month EPS

Projected Revenue GrowthEven 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.

For Cloudflare, the consensus sales estimate for the current quarter of $665.02 million indicates a year-over-year change of +29.8%. For the current and next fiscal years, $2.81 billion and $3.59 billion estimates indicate +29.6% and +27.8% changes, respectively.

Last Reported Results and Surprise HistoryCloudflare reported revenues of $639.76 million in the last reported quarter, representing a year-over-year change of +33.5%. EPS of $0.25 for the same period compares with $0.16 a year ago.

Compared to the Zacks Consensus Estimate of $621.91 million, the reported revenues represent a surprise of +2.87%. The EPS surprise was +8.7%.

The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates each time over this period.

ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.

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.

Cloudflare 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.

ConclusionThe 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 Cloudflare. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.

Trading Symbol:   TSX/NYSE AMERICAN: SVM

, /PRNewswire/ - Silvercorp Metals Inc. ("Silvercorp" or the "Company") (TSX: SVM) (NYSE American: SVM) reported its financial and operating results for the three months ("Q4 Fiscal 2026") and twelve months ("Fiscal 2026") ended March 31, 2026. All amounts are expressed in US dollars, and figures may not add due to rounding.

HIGHLIGHTS FOR Q4 FISCAL 2026

Ongoing production during Chinese New Year: Produced approximately 1.5 million ounces of silver, 2,492 ounces of gold, or approximately 1.6 million ounces of silver equivalent1 (silver and gold only) during the quarter; Record quarterly revenue: Sold approximately 1.5 million ounces of silver, 2,623 ounces of gold, 13.6 million pounds of lead, and 3.9 million pounds of zinc, for revenue of $147.4 million, an increase of 96% over the three months ended March 31, 2025 ("Q4 Fiscal 2025"), mainly driven by a 183% higher average realized silver price of $78.6 per ounce, with silver representing 78% of the quarterly revenue; Cash cost per ounce of silver1 (net of by-product credits): Negative $1.92, significant improvement from $2.49 in Q4 Fiscal 2025 attributable to the more mechanized and less expensive shrinkage mining method; All-in sustaining cost ("AISC") per ounce of silver1 (net of by-product credits): $17.35, 21% higher than $14.31 in Q4 Fiscal 2025, mainly due to higher government taxes linked to increased revenue and higher sustaining capital expenditures; Record adjusted earnings before interest, income tax, depreciation and amortization ("EBITDA")1 attributable to equity shareholders of $98.1 million, or $0.44 per share, compared to $29.8 million or $0.14 per share in Q4 Fiscal 2025; Record adjusted net income1 attributable to equity shareholders of $59.3 million, or $0.27 per share, after excluding the non-cash or one-time items, compared to $14.7 million or $0.07 per share in Q4 Fiscal 2025; Net loss attributable to equity shareholders of $0.7 million, or $0.003 per share, mainly due to a $60.4 million non-cash charge on "mark-to-market" of the fair value of the derivative liabilities related to the convertible notes. In Q4 Fiscal 2026  the Company removed the Convertible Notes' cash settlement option, reclassifying the conversion feature from a derivative liability to equity to avoid future fair value volatility in the Profit & Loss account; Robust cash flow from operating activities of $90.2 million, up $59.5 million, compared to $30.7 million in Q4 Fiscal 2025; Capital expenditures: Spent and capitalized $14.6 million on exploration, development, and equipment and facilities at the China operations and $14.6 million at the Ecuador operations for the development and construction of the El Domo mine; Strong free cash flow1 of $57.9 million, up $43.7 million, compared to $14.2 million in Q4 Fiscal 2025; Completed the acquisition of holding 70% Chaarat ZAAV CJSC ("ZAAV") with a $92 million cash payment to Chaarat Gold Holdings Limited ("Chaarat") on January 23, 2026 and a further $60 million payment to the Kyrgyz government subsequent to the quarter after the government issued to ZAAV a new mining license and license agreement extending the valid period of the mining license a further 30 years from June 25, 2032 to June 25, 2062; and Strong treasury position: ended the period with cash and cash equivalents and short-term investments of $422.3 million, a decrease of $40.5 million from December 31, 2025, and a portfolio of equity investments with a total market value of $274.6 million, an increase of $41.4 million from December 31, 2025. ______________________________

1

Non-GAAP measures, please refer to MD&A section 15 for reconciliation.

HIGHLIGHTS FOR FISCAL 2026

Steady silver equivalent production: Produced approximately 6.8 million ounces of silver and 8,723 ounces of gold, or approximately 7.5 million ounces of silver equivalent1; Realized silver selling price of $46.44 per ounce after smelter deductions, increased 72% from $26.95 in Fiscal 2025; Record annual revenue of $438.1 million, an increase of 47% over the year ended March 31, 2025 ("Fiscal 2025"), with silver representing 72% of the total revenue; Cash cost per ounce of silver1(net of by-product credits): negative $0.94, improved from negative $0.54 in Fiscal 2025; AISC per ounce of silver1 (net of by-product credits): $14.25,  18% higher than $12.12 in Fiscal 2025, mainly due to higher government taxes linked to increased revenue and an increase in sustaining capital expenditures to increase mining capacity at Ying; Adjusted EBITDA1 attributable to equity shareholders of $238.1 million, or $1.09 per share, compared to $132.2 million or $0.65 per share in Fiscal 2025; Adjusted net income1 attributable to equity shareholders of $150.8 million, or $0.69 per share, after excluding non-cash or one-time items, compared to $75.1 million or $0.37 per share in Fiscal 2025; Net loss attributable to equity shareholders of $9.9 million, or $0.05 per share, mainly due to a $178.5 million non-cash charge on "mark-to-market" of the fair value of the derivative liabilities primarily related to the convertible notes; Cash flow from operating activities of $310.6 million, up $171.9 million, compared to $138.6 million in Fiscal 2025; Capital expenditures: spent and capitalized $75.0 million on exploration, development, and equipment and facilities at the China operations and $49.4 million at the Ecuador operations for the development and construction of the El Domo mine and permitting activities for the Condor project; Free cash flow1 of $181.3 million, up $122.5 million, compared to $58.8 million in Q4 Fiscal 2025; Continued excellence in ESG practices: MSCI ESG rating improved from A to AA, placing the company at a leading level within the industry; Sustainalytics risk score of 21.9, falling within the medium risk category, reflecting the company's effective ESG risk management. CONSOLIDATED FINANCIAL AND OPERATING RESULTS

Three months ended March 31,

Years ended March 31,

2026

2025

Changes

2026

2025

Changes

Financial Results (in thousands of $, except per share)

Revenue

$     147,359

$       75,113

96 %

$       438,135

$    298,895

47 %

Mine operating earnings

99,959

26,146

282 %

253,708

123,551

105 %

Net loss*

(722)

(7,585)

(91) %

(9,944)

58,190

(117) %

Per share - basic

(0.003)

(0.03)

(91) %

(0.05)

0.29

(116) %

Adjusted earnings*

59,255

14,747

302 %

150,786

75,089

101 %

Per share - basic

0.27

0.07

296 %

0.69

0.37

87 %

EBITDA*

38,887

9,680

302 %

84,207

116,916

(28) %

Per share

0.18

0.04

296 %

0.38

0.57

(33) %

Adjusted EBITDA*

98,102

29,764

230 %

238,127

132,211

80 %

Per share

0.44

0.14

225 %

1.09

0.65

67 %

Cash flow from operating activities

90,164

30,701

194 %

310,568

138,631

124 %

Sustaining capital expenditures

12,551

9,353

34 %

49,067

43,931

12 %

Growth capital expenditures

19,750

7,175

175 %

80,186

35,871

124 %

Free cash flow

57,863

14,174

308 %

181,315

58,828

208 %

Basic weighted average shares outstanding

220,862,813

217,452,033

1 %

219,425,164

204,008,035

7 %

Metals sold

Silver (million ounces)

1.5

1.6

(9) %

6.8

6.9

(2) %

Gold (ounces)

2,623

3,465

(24) %

8,857

7,577

17 %

Lead (million pounds)

13.6

16.3

(17) %

60.0

62.3

(4) %

Zinc (million pounds)

3.9

4.5

(14) %

21.7

23.5

(7) %

Average Selling Price, Net of Value Added Tax and Smelter Charges

Silver ($/ounce)

78.56

27.78

183 %

46.44

26.95

72 %

Gold ($/ounce)

4,408

2,533

74 %

3,556

2,351

51 %

Lead ($/pound)

0.98

0.93

5 %

0.96

0.96

— %

Zinc  ($/pound)

1.25

1.06

18 %

1.06

1.11

(5) %

Cost Data per ounce of silver, net of by-product credits ($)

Cash cost

(1.92)

2.49

(177) %

(0.94)

(0.54)

(74) %

All-in sustaining cost

17.35

14.31

21 %

14.25

12.12

18 %

Financial Position (in thousands of $) as at

March 31, 2026

December 31,
2025

March 31, 2026

March 31,
2025

Cash and cash equivalents and short-term investments

$     422,335

$      462,840

(9) %

422,335

462,840

14 %

Working capital

319,461

94,573

238 %

319,461

310,359

3 %

*Attributable to equity holders

INDIVIDUAL MINE OPERATING PERFORMANCE 

(i) Ying Mining District

Q4 Fiscal 2026

The Ying Mining District delivered a stable Q4 Fiscal 2026, with ore mined of 293,437 tonnes, up 43% over Q4 Fiscal 2025, driven by the increased use of shrinkage mining relative to cut-and-fill re-suing. Mill throughput was 311,677 tonnes, up 2% over Q4 Fiscal 2025.

Production was approximately 1.4 million ounces of silver, 2,492 ounces of gold, or 1.5 million ounces of silver equivalent, 12.9 million pounds of lead, and 1.4 million pounds of zinc, representing decreases of 11% in silver, 20% in gold, 18% in silver equivalent, 17% in lead and 30% in zinc, respectively, over Q4 Fiscal 2025. Lower metal production was due to lower head grades, as a result of higher dilution associated with an increase in more cost efficient shrinkage mining. 

Cash cost per tonne of ore was $78.27 in Q4 Fiscal 2026, down 8% from Q4 Fiscal 2025 and below the lower end of Fiscal 2026 guidance of $86.8. The improvement reflects ongoing mine mechanization and the greater use of cost-efficient shrinkage mining versus labour intensive re-suing mining, boosting mine and mill productivity. Cash cost per ounce of silver, net of by-product credits, was negative $1.03, compared with $3.05 in Q4 Fiscal 2025, driven by the lower cost per tonne and an increase of $0.8 million in by-product credits from revenue of non-silver metals.

AISC per tonne of ore was up 11% in Q4 Fiscal 2026, to $134.23, remaining below the Fiscal 2026 guidance range of $157.8–$160.5. AISC per ounce of silver, net of by-product credits, was $13.09, delivering robust margins amid higher silver prices.

Fiscal 2026

In Fiscal 2026, the Ying Mining District mined approximately 1,211,916 tonnes of ore, up 18% over Fiscal 2025. Mill throughput was 1,188,459 tonnes, up 17% over Fiscal 2025.

Production was approximately 6.3 million ounces of silver,  8,723 ounces of gold, or 7.0 million ounces of silver equivalent,  55.1 million pounds of lead, and 6.6 million pounds of zinc, representing a production increase of 16% in gold and production decreases of 1% in silver, 1% in silver equivalent, 3% in lead and 23% in zinc compared to Fiscal 2025. Lower production was due to lower head grades, as a result of a higher dilution associated with an increase in shrinkage mining.  

Cash cost per tonne of ore was $79.71 in Fiscal 2026, down 10% from Fiscal 2025 and below the lower end of Fiscal 2026 guidance of $86.8, mainly attributable to improved mining and milling productivity driven by increased underground mechanization. Cash cost per ounce of silver, net of by-product credits, was negative $0.01, compared with $0.62 in Fiscal 2025, driven by the lower cash cost per tonne and an increase of $10.0 million in by-product credits from revenue of non-silver metals.

AISC per tonne of ore improved 4% in Fiscal 2026, to $134.19, remaining below the Fiscal 2026 guidance range of $157.8–$160.5. AISC per ounce of silver, net of by-product credits, was $11.49.

Mining Permit Expansion Applications

As of March 31, 2026, the Company has completed the mining permits extension and mining capacity expansion for the four mining permits comprising the Ying Mining District, which are the SGX, TLP-LM, HPG, and DCG mining permits. The total mining capacity allowed by the mining permits is 1.32 million tonnes per year.

Mining permit

SGX

TLP-LM

HPG

DCG

Ying total

Capacity (tonnes)

500,000 p.a.

600,000 p.a.

120,000 p.a.

100,000 p.a.

1,320,000 p.a.

Expiry dates

9/24/2035

26/02/2041

29/04/2028

16/6/2037

Production Safety License Renewal

Following the grant of the new mining permits for SGX, TLP-LM, HPG, and DCG, the Company is working on the renewal of the required production safety licenses. At SGX, the safety facility design has been approved, and it is currently in the construction phase for the mine capacity expansion. At HPG, the safety facility design has been reviewed by the emergency management department of Henan Province, pending final signature. At TLP-LM and DCG, the safety facility designs have been completed and submitted to the emergency management department for approval.

Ying Mining District

Three months ended

Years ended March 31,

March 31,
2026

December 31,
2025

September 30,

 2025

June 30,

2025

March 31,

 2025

2026

2025

Ore processed (tonnes)

Silver-lead ore

279,627

299,217

235,168

252,958

265,199

1,066,970

927,171

Gold ore

32,050

29,208

29,834

30,397

39,025

121,489

86,488

311,677

328,425

265,002

283,355

304,224

1,188,459

1,013,659

Average head grades for silver-lead ore

Silver (grams/tonne)

161

190

207

217

198

193

225

Lead (%)

2.2

2.3

2.6

2.8

2.9

2.5

3.0

Zinc (%)

0.4

0.4

0.4

0.5

0.5

0.4

0.6

Average head grades for gold-ore

Gold (grams/tonne)

1.1

1.2

1.4

1.5

1.4

1.3

1.7

Silver (grams/tonne)

54

57

81

51

62

61

72

Lead (%)

0.9

1.1

0.9

0.8

0.7

0.9

0.9

Recovery rates

Silver (%)

95.0

95.3

94.8

94.6

94.2

95.4

94.7

Gold (%)**

90.8

92.8

94.2

93.4

91.7

92.7

92.9

Lead (%)

93.2

93.6

93.5

94.1

92.3

93.7

93.6

Zinc (%)

63.9

63.0

65.8

64.3

67.3

64.1

69.7

Cash Costs

Cash cost ($/tonne)

78.27

75.80

82.89

83.08

84.90

79.71

88.46

AISC ($/tonne)

134.23

134.06

139.22

129.83

120.62

134.19

139.33

Cash cost, net of by-product credits ($/ounce of silver)

(1.03)

(1.22)

0.97

1.26

3.05

0.01

0.62

AISC, net of by-product credits ($/ounce of silver)

13.09

11.32

11.75

10.10

11.35

11.49

9.68

Metal Production

Silver (million ounces)

1.4

1.7

1.5

1.7

1.6

6.3

6.4

Gold (ounces)

2,492

2,096

2,085

2,050

3,110

8,723

7,495

Silver equivalent (million ounces)

1.5

1.9

1.7

1.9

1.9

7.0

7.1

Lead (million pounds)

12.9

14.7

12.9

14.6

15.6

55.1

56.8

Zinc (million pounds)

1.4

1.9

1.4

1.8

2.0

6.6

8.6

**Gold recovery only refers to the recovery rate for gold ore processed.

(ii) GC Mine

Q4 Fiscal 2026

The GC Mine produced approximately 0.1 million ounces of silver, 1.1 million pounds of lead, and 2.5 million pounds of zinc in Q4 Fiscal 2026, representing an increase of 3% in silver, 51% in lead and 4% in zinc over Q4 Fiscal 2025, primarily attributable to an increase in ore processed.

Cash cost per tonne of $71.12 and AISC per tonne of $109.68, and improved 8% and 7%, respectively, from Q4 Fiscal 2025, attributable to a lower unit overhead cost allocation with an increase of 24% in ore processed.

On a per ounce of silver, net of by-product credits basis, cash cost and AISC were negative $19.93 and $10.22, respectively, compared to negative $8.53 and $15.05 in Q4 Fiscal 2025. The improvement primarily reflects a $1.0 million increase in by-product credits.

Fiscal 2026

The GC Mine produced approximately 0.5 million ounces of silver, 5.2 million pounds of lead, and 15.1 million pounds of zinc in Fiscal 2026, representing an increase of 3% in zinc and decreases of 11% in silver and 2% in lead, compared to Fiscal 2025.

Cash cost per tonne of $60.08 and AISC per tonne of $87.48, and increased 9% and 5%, respectively, from Fiscal 2025, mainly due to a higher per tonne fixed costs allocation resulting from the decrease in ore production.

On a per ounce of silver, net of by-product credits basis, cash cost and AISC were negative $14.23 and $4.70, respectively, compared to negative $14.71 and $3.12 in Fiscal 2025.

GC Mine Classification Update

The Company has commissioned Changsha Mining Research Institute to prepare the development and utilization plan to change the GC's classification from a lead-zinc mine to a silver mine. GC has an annual production capacity of 300,000 tonnes, is considered a medium-scale operation and is limited to no more than three production levels operating simultaneously. Once classified as a silver mine, GC would be considered large-scale and would no longer be subject to this restriction.

GC Mine

Three months ended

Years ended March 31,

March 31,
2026

December 31,

 2025

September 30,
2025

June 30,

2025

March 31,
2025

2026

2025

Ore Production (tonne)

48,840

87,095

76,249

74,869

41,760

287,053

299,036

Head grades

Silver (grams/tonne)

52

52

64

69

61

59

67

Lead (%)

0.9

1.0

0.9

0.8

0.9

0.9

0.9

Zinc (%)

2.6

2.9

2.8

2.3

2.9

2.7

2.5

Recovery rates

Silver (%)

86.3

85.9

85.8

85.3

83.7

85.7

83.1

Lead (%)

93.5

89.1

89.0

90.1

87.4

93.4

89.3

Zinc (%)

90.6

92.7

91.1

90.0

90.3

91.3

90.3

Cash Costs

Cash cost ($/tonne)

71.12

53.37

58.20

62.53

77.46

60.08

54.97

AISC ($/tonne)

109.68

68.53

82.63

99.93

117.83

87.48

83.36

Cash cost,  net of by-product credits ($/ounce of silver)

(19.93)

(29.05)

(11.44)

(0.80)

(8.53)

(14.23)

(14.71)

AISC, net of by-product credits ($/ounce of silver)

10.22

(15.66)

4.71

20.02

15.05

4.70

3.12

Metal Production

Silver (million ounces)

0.1

0.1

0.1

0.1

0.1

0.5

0.5

Lead (million pounds)

1.1

1.7

1.3

1.1

0.7

5.2

5.3

Zinc (million pounds)

2.5

5.1

4.2

3.4

2.4

15.1

14.8

CAPITAL EXPENDITURES AND DEVELOPMENT FOR GROWTH

Total capital expenditures in Fiscal 2026 were $124.4 million, up 44% compared to $86.6 million in Fiscal 2025 mainly due to the expenditures of $39.0 million at the El Domo Project and $4.6 million at the Kuanping project for mine construction.

Capitalized expenditures

Plant and
equipment

Total Capital
expenditures

Ramp, Development
Tunneling, and other

Exploration Tunneling

Exploration Drilling

(Metres)

($ Thousand)

(Metres)

($ Thousand)

(Metres)

($ Thousand)

($ Thousand)

($ Thousand)

Year ended March 31, 2026

Ying Mining District

45,068

$   28,675

60,147

$       23,529

138,163

$        3,930

$       7,442

$        63,575

GC Mine

3,726

1,885

7,870

3,018

20,749

453

634

5,990

El Domo

—

45,794

—

—

—

—

635

46,429

Condor

—

2,659

—

—

2,268

315

—

2,974

Kuanping

5,724

3,679

1,838

588

1,625

79

1,079

5,426

Consolidated

54,519

82,692

69,856

27,135

162,804

4,777

9,790

124,394

Year ended March 31, 2025

Ying Mining District

34,486

$   23,764

62,035

$       22,504

60,804

$        1,942

$      22,045

$        70,255

GC Mine

2,607

1,664

9,559

3,570

41,335

889

606

6,729

El Domo

—

7,166

—

—

—

—

305

7,471

Condor

—

1,275

—

—

—

—

—

1,275

Kuanping

—

543

—

—

—

—

284

827

Consolidated

37,092

34,412

71,594

26,074

102,139

2,831

23,240

86,557

i) Ying Mining District

Capitalized expenditures for underground ramps, tunnels and drilling amounted to $56.1 million, plus $7.4 million for plant and equipment, compared to $48.2 million for underground ramps, tunnels and drilling and $22.0 million for plant and equipment in Fiscal 2025.

Design and construction of No. 3 Mill commenced in Q4 Fiscal 2026. With a total budget of $31.6 million, it is expected to add 3,000 tonnes per day of capacity and be commissioned in Q1 Fiscal 2028. This will meet the increasing demand for ore processing which is anticipated to reach 1.6 million tonnes per year by fiscal year 2029. With the No.3 Mill in operation, the No. 1 Mill will be decommissioned, leaving Ying with a net effective 6,500 tonnes per day of milling capacity.

Additionally, the TLP 35kV Substation and Power Line Construction Project had its construction contract signed on March 9, 2026. The project commenced on April 10, 2026. It is expected to be completed by the end of Q2 Fiscal 2027. This will significantly improve power supply quality and reliability, and will meet the power supply requirements specified in the facilities design for the renewal of its safety production permit.

ii) GC Mine

Total capitalized expenditures amounted to $6.0 million, primarily for sustaining activities, as compared to $6.7 million in Fiscal 2025.

iii) El Domo Project

Capital expenditures for El Domo totaled $46.4 million, compared to $7.5 million in Fiscal 2025. Mine development activities focused on infrastructure construction such as haul roads, an ore stockpile shed, a waste dump, process plant site preparation, a starter dam for tailing storage facility, a camp, and other site preparations.

iv) Kuanping Project

Capital expenditures for Kuanping amounted to $5.4 million, compared to $0.8 million in Fiscal 2025. Mine construction focused on ramp development for access to ore bodies and mining/exploration tunneling. It produced initial amounts of ore in Q1 2027, which was shipped to Ying's process plant for recovery of metals.

v) Condor Project

Total expenditures incurred and capitalized were $3.0 million, in which 2,268 metres of diamond drilling was completed to define and upgrade the mineral resources to support potential underground mining. The Company has applied for a small-scale mining environmental license, targeted for Q2 F2027. Once approved, the Company will commence the development of access tunnels to facilitate advanced underground exploration and resource definition.

vi) Chaarat Project

The Company paid $92 million to Chaarat to acquire 70% of ZAAV and become the operator, with the Government's company Kyrgyzaltyn holding a 30% free-carried interest. Subsequent to the quarter, the Company paid $60 million to the Kyrgyz government after it issued to ZAAV a new mining license and license agreement extending the valid period of the mining license for a further 30 years from June 25, 2032 to June 25, 2062.

CONFERENCE CALL DETAILS

A conference call to discuss these results will be held on Friday, May 29, at 9:00 am PDT (12:00 pm EDT). To participate in the conference call, please dial the numbers below.

Canada/USA TF: 888-510-2154
China Toll: 864000211716
International/Local Toll: 437-900-0527
Conference ID: 21137

Participants should dial-in 10 – 15 minutes prior to the start time. A replay of the conference call and transcript will be available on the Company's website at www.silvercorpmetals.com.

Mr. Guoliang Ma, P.Geo., Manager of Exploration and Resources of the Company, is the Qualified Person as defined by National Instrument 43-101 – Standards of Disclosure for Mineral Projects ("NI 43-101") and has reviewed and given consent to the technical information contained in this news release.

About Silvercorp

Silvercorp is a Canadian mining company producing silver, gold, lead, and zinc with a long history of profitability and growth potential. The Company's strategy is to create shareholder value by 1) focusing on generating free cash flow from long life mines; 2) organic growth through extensive drilling for discovery; 3) ongoing merger and acquisition efforts to unlock value; and 4) long term commitment to responsible mining and ESG. For more information, please visit our website at www.silvercorpmetals.com.

For further information

Silvercorp Metals Inc.

Lon Shaver 

President

Phone: (604) 669-9397

Toll Free 1(888) 224-1881

Email: [email protected]

Website: www.silvercorpmetals.com

ALTERNATIVE PERFORMANCE (NON-GAAP) MEASURES

This news release should be read in conjunction with the Company's Management Discussion & Analysis ("MD&A"), the audited consolidated financial statements and related notes contains therein for the year ended March 31, 2026, which have been posted on SEDAR+ under the Company's profile at www.sedarplus.ca and on EDGAR at www.sec.gov, and are also available on the Company's website at www.silvercorpmetals.com under the Investor section. This news release refers to various alternative performance (non-IFRS) measures, such as adjusted earnings and adjusted earnings per share, EBITDA and EBITDA per share, adjusted EBITDA and adjusted EBITDA per share, free cash flow, cash cost and all-in sustaining cost per ounce of silver, net of by-product credits, cash cost and AISC per tonne of ore processed, silver equivalent, and working capital. The tonnage of ore production refers to wet tonne, containing approximately 2% to 3% moisture. These measures are widely used in the mining industry as a benchmark for performance, but do not have standardized meanings under IFRS as an indicator of performance and may differ from methods used by other companies with similar description. The detailed description and reconciliation of these alternative performance (non-GAAP) measures have been incorporated by reference and can be found under section 12 – Alternative Performance (Non-GAAP) Measures in the MD&A for the year ended March 31, 2026 filled on SEDAR+ at www.sedarplus.ca and EDGAR at www.sec.gov and which is incorporated by reference here in.

CAUTIONARY DISCLAIMER - FORWARD-LOOKING STATEMENTS

This news release includes "forward-looking statements" within the meaning of the United States Private Securities Litigation Reform Act of 1995 and "forward-looking information" within the meaning of applicable securities laws relating to, among other things statements the accuracy of mineral resource and mineral reserve estimates at the Company's material properties; estimates of the Company's revenues and capital expenditures; estimated production from the Company's mines in the Ying Mining District and the GC Mine; timing of receipt of permits and regulatory approvals; availability of funds from production to finance the Company's operations; and access to and availability of funding for future construction, use of proceeds from any financing and development of the Company's properties; the amount of ore to be processed during the Chinese New Year holiday; estimated El Domo and Kuanping mine construction progress, and timing of development ore from the Kuanping project to be available for processing. By their very nature, forward-looking statements involve known and unknown risks, uncertainties and other factors that may cause our actual results, performance or achievements to be materially different from any future results, performance or achievements expressed or implied by the forward-looking statements. Forward-looking information may in some cases be identified by words such as "will", "anticipates", "expects", "intends" and similar expressions suggesting future events or future performance.

We caution that all forward-looking information is inherently subject to change and uncertainty and that actual results may differ materially from those expressed or implied by the forward-looking information. A number of risks, uncertainties and other factors, including fluctuating commodity prices; recent market events and condition; estimation of mineral resources, mineral reserves and mineralization and metal recovery; interpretations and assumptions of mineral resource and mineral reserve estimates; exploration and development programs; climate change; economic factors affecting the Company; timing, estimated amount, capital and operating expenditures and economic returns of future production; integration of future acquisitions into existing operations; permits and licences for mining and exploration in China; title to properties; non-controlling interest shareholders; acquisition of commercially mineable mineral rights; financing; competition; operations and political conditions; regulatory environment in China; regulatory environment and political climate in Bolivia and Ecuador; integration and operations of Adventus; environmental risks; natural disasters; dependence on management and key personnel; foreign exchange rate fluctuations; insurance; risks and hazards of mining operations; conflicts of interest; internal control over financial reporting as per the requirements of the Sarbanes-Oxley Act; outcome of current or future litigation or regulatory actions; bringing actions and enforcing judgments under U.S. securities laws; cyber-security risks; public health crises; the Company's investment in New Pacific Metals Corp. and Tincorp Metals Inc.; and the other risk factors described in the Company's Annual Information Form and filed with the U.S. Securities and Exchange Commission as part of the Company's Form 40-F and other filings with Canadian and U.S. regulators on www.sedarplus.ca and www.sec.gov; could cause actual results and events to differ materially from those expressed or implied in the forward-looking information or could cause our current objectives, strategies and intentions to change. Accordingly, we warn investors to exercise caution when considering statements containing forward-looking information and that it would be unreasonable to rely on such statements as creating legal rights regarding our future results or plans. We cannot guarantee that any forward-looking information will materialize and you are cautioned not to place undue reliance on this forward-looking information. Any forward-looking information contained in this news release represents expectations as of the date of this news release and is subject to change after such date. However, we are under no obligation (and we expressly disclaim any such obligation) to update or alter any statements containing forward-looking information, the factors or assumptions underlying them, whether as a result of added information, future events or otherwise, except as required by law. All of the forward-looking information in this news release is qualified by the cautionary statements herein.

A comprehensive discussion of other risks that impact Silvercorp can also be found in its public reports and filings under the Company's profile on SEDAR+ at www.sedarplus.ca, on EDGAR at www.sec.gov, and on the Company's website at www.silvercorp.ca.

Cautionary Note to United States Investors Concerning Estimates of Reserves and Resources

Reserve and resource estimates included in this news release have been prepared in accordance with NI 43-101 and the Canadian Institute of Mining, Metallurgy, and Petroleum Definition Standards on Mineral Resources and Mineral Reserves. NI 43-101 is a rule developed by the Canadian Securities Administrators that establishes standards for public disclosure by a Canadian company of scientific and technical information concerning mineral projects. Unless otherwise indicated, all mineral reserve and mineral resource estimates contained in the technical disclosure have been prepared in accordance with NI 43-101 and the Canadian Institute of Mining, Metallurgy and Petroleum Definition Standards on Mineral Resources and Reserves. Canadian standards, including NI 43-101, differ significantly from the requirements of the Securities and Exchange Commission, and mineral reserve and resource information included in this news release may not be comparable to similar information disclosed by U.S. companies.

SOURCE Silvercorp Metals Inc.

Key Takeaways FSLY and NET both benefit from the rising demand for AI and edge infrastructure. FSLY offers improving profitability, while NET brings greater scale and platform depth. Valuation, execution and growth durability remain key factors for both stocks. Fastly, Inc. (FSLY - Free Report) and Cloudflare, Inc. (NET - Free Report) are important players in edge cloud infrastructure, content delivery, application security and developer platforms. Both companies help enterprises deliver faster, safer and more reliable digital experiences by moving networking, security and compute functions closer to users.

The comparison is timely because both companies recently reported strong first-quarter 2026 results and highlighted AI as a growth catalyst. Fastly, with a market capitalization of nearly $2.6 billion, delivered 20% revenue growth, supported by strong momentum in security and compute, and is working to improve profitability while expanding its platform.

Cloudflare, with a market cap of about $74 billion, is much larger and growing faster, with 34% revenue growth and strong adoption across its connectivity cloud, security and Workers developer platform. The key question is whether Fastly’s performance-focused edge platform and expanding security portfolio can narrow the gap or whether Cloudflare’s scale, broader product suite and AI-driven momentum will keep it ahead.

The Case for FastlyFastly is strengthening its position as a differentiated edge cloud and security platform provider, supported by improving execution, accelerating security adoption and rising AI-driven demand. The company delivered record first-quarter 2026 revenues of $173 million, up 20% year over year, while security revenues surged 47%, significantly outpacing overall growth.

Management highlighted increasing momentum in newer offerings such as bot management, API security and AI-focused products, indicating that Fastly is evolving beyond its legacy content delivery business into a broader platform player. The company’s expanding role in securing and optimizing AI traffic, APIs and edge workloads could become a meaningful long-term growth driver.

Fastly is also showing stronger profitability and execution. Record non-GAAP gross margin of 65.1%, positive operating income and improved cash generation reflect better traffic engineering, disciplined spending and a more efficient infrastructure model. Remaining performance obligations (RPO) rose 63% to $369 million, while net retention improved to 113%, indicating stronger customer expansion and better revenue visibility. The raised full-year guidance further underscores management’s confidence in sustained demand.

Fastly’s programmable edge architecture, strong developer focus and reputation for performance continue to help it win large enterprise customers across media, technology, payments and AI-driven applications. At the same time, risks remain. The company operates in a highly competitive market against larger rivals, and its network services business still faces pricing pressure.

However, accelerating security adoption, improving execution and growing AI relevance are helping Fastly reposition itself as a stronger and more diversified infrastructure platform.

The Case for CloudflareCloudflare continues to strengthen its position as one of the leading connectivity cloud and Internet infrastructure platforms, benefiting from rising demand for cybersecurity, application performance and AI-driven workloads. The company delivered strong first-quarter 2026 results, with revenues rising 34% year over year to $639.8 million, supported by broad-based enterprise adoption and growing traction across its Workers developer platform, Zero Trust security offerings and AI-related services.

Management highlighted that agentic AI and automated Internet traffic are becoming major growth drivers, with Cloudflare increasingly serving as critical infrastructure for AI applications, APIs and developer workloads. The company is seeing rising demand from enterprises looking to optimize, secure and route AI-driven traffic at scale, positioning it well within the evolving Internet ecosystem.

Cloudflare’s scale advantages and integrated platform strategy remain key differentiators. The company now serves more than 4,400 large customers and continues to win larger multi-product enterprise deals across technology, financial services, government and AI-native companies. Its globally distributed network, broad product portfolio and unified architecture allow customers to consolidate vendors while improving performance and security.

The company is also benefiting from growing developer adoption, with more than 5.5 million developers now on its platform, reinforcing long-term ecosystem growth. Operational execution remains solid as well, with strong free cash flow generation, double-digit operating margins and 36% growth in remaining performance obligations, supporting healthy revenue visibility.

At the same time, some near-term pressures remain. Gross margins have moderated due to rapid growth in lower-margin developer and AI-related services, while the company’s AI-first restructuring plan introduces execution risk. Nevertheless, Cloudflare’s strong enterprise momentum, expanding AI opportunity and scalable network platform continue to position it favorably within the global Internet infrastructure market.

Earnings Estimate Trends Favor Both FSLY & NETFor Fastly, the Zacks Consensus Estimate for the current and next fiscal-year earnings per share (EPS) has risen by 23.1% to 32 cents and 5.4% to 39 cents, respectively, over the past 30 days. The estimates imply year-over-year growth of 146.2% and 19.8%, respectively. 
 

Image Source: Zacks Investment Research

Over the past 30 days, the Zacks Consensus Estimate for Cloudflare’s current fiscal year EPS has increased 4.4% to $1.18, while the consensus mark for the next fiscal year has jumped 6.3% to $1.52. These estimates indicate year-over-year growth rates of 26.9% and 28.4%, respectively. Rising earnings estimates reflect improving confidence in both companies’ growth and profitability outlooks, supported by strong demand for AI, security and edge computing solutions.

Image Source: Zacks Investment Research

FSLY & NET: How Have the Stocks Performed?Over the past year, Fastly shares have surged 128.5%, significantly outperforming the industry’s decline of 11.3%. In comparison, Cloudflare’s stock has gained 27.4%. Fastly has significantly outperformed both Cloudflare and the broader industry over the past year, reflecting growing investor confidence in its turnaround, improving profitability, and expanding AI and security opportunities.

Image Source: Zacks Investment Research

FSLY vs. NET: Valuation Reflects Different Growth ProfilesFastly trades at a forward price-to-sales ratio of 3.49, above its one-year median of 2.07, suggesting the stock valuation has improved following its sharp rally. However, it still remains below the industry average of 3.8, indicating a relatively more reasonable valuation.
 

Image Source: Zacks Investment Research

Cloudflare trades at a much richer forward P/S of 23.62, well above the industry average, reflecting its stronger growth profile, broader scale and premium market positioning. However, the multiple is below its one-year median of 26.39, suggesting some valuation moderation.

Image Source: Zacks Investment Research

FSLY vs. NET: Which Stock Has the Edge?Both Fastly and Cloudflare are benefiting from powerful long-term trends around AI, cybersecurity and edge computing, but they offer different risk-reward profiles. Fastly looks attractive for those seeking a turnaround story with improving profitability, rising security momentum and a relatively reasonable valuation, while Cloudflare stands out for its greater scale, broader platform capabilities and leadership in AI-driven Internet infrastructure. Overall, Cloudflare appears to be the better bet now, given its stronger long-term competitive position, diversified offerings and deeper enterprise traction.

Both Fastly and Cloudflare currently carry a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced it has acquired VoidZero, the open source-first company behind the next-generation JavaScript tooling ecosystem Vite. The acquisition will unify VoidZero’s high-performance tooling — including the Vite build tool, Vitest test runner, Rust-based Rolldown bundler and Oxc toolchain — natively into the Cloudflare ecosystem. By merging Cloudflare’s global edge network and Workers developer platform with the modern web's industry-standard toolchain, Cloudflare is creating a frictionless, one-click deployment stack from local code straight to Cloudflare’s global network.

Vite, Rolldown, Oxc, and Vitest will remain open source, vendor-agnostic and community-driven.

Share Application development is undergoing a fundamental shift. The rise of autonomous AI coding agents has ushered in an era of rapid application scaffolding where speed and local-to-production predictability are paramount. VoidZero’s toolchain, anchored by Vite, has emerged as the shared substrate for the web ecosystem, capturing over 130 million weekly downloads. The Cloudflare Vite plugin has reached 13.9 million weekly downloads — equivalent to more than 10% of Vite’s entire weekly volume — proving that developers are already choosing this combined stack for AI-coded applications.

"The best engineers I know are shipping more code than ever, and writing less of it by hand. AI is doing more of the typing — so everything around it has to keep up,” said Matthew Prince, co-founder and CEO of Cloudflare. "Evan and his team built Vite from scratch with the same philosophy we used to build Cloudflare: strip out the bloat and make it fast. Bringing them on board gives millions of developers, and the AI agents working alongside them, the fastest path from local code to our global network.”

VoidZero’s team of open source creators and Rust optimization specialists, led by widely recognized Vue.js and Vite creator Evan You, will join Cloudflare’s Emerging Technology and Incubation (ETI) organization. The team will continue to advance VoidZero's open source roadmap while accelerating deep integration with the Cloudflare Workers developer platform.

"Our mission at VoidZero has always been to eliminate the fragmentation and performance bottlenecks of the modern web stack," said Evan You, founder and CEO of VoidZero. "Cloudflare shares our obsession with speed and architectural purity. Joining forces allows us to keep the Vite ecosystem neutral, open, and vendor-agnostic, while giving us the resources and global infrastructure to supercharge the developer experience for millions of engineers worldwide."

By integrating VoidZero’s hyper-performant, Rust-based tooling directly into Cloudflare’s Workers developer platform, Cloudflare will unify the entire software development lifecycle. Developers and autonomous AI agents alike will be able to move from an idea to global production instantly via a native, pluggable vite deploy ecosystem. Through this acquisition, Cloudflare plans to drive a project-centric development paradigm, focusing on three core initiatives:

Unify the Developer Pipeline: Align the Cloudflare CLI natively with the seamless Vite workflow developers already love, bringing a frictionless end-to-end experience to every creator. Enable Intent-Based Infrastructure: Evolve toward a workflow where a single Vite deploy command handles everything. If application logic declares a need for a database or an object store, a Vite application with Cloudflare integration will automatically detect that intent and natively provision Cloudflare resources like D1 or R2 — with no manual dashboard intervention required. Maintain Open Source Steward Neutrality: Vite, Rolldown, Oxc, and Vitest will remain open source, vendor-agnostic and community-driven. Vite, Vitest, Rolldown, Oxc, and Vite+ will remain strictly open source under MIT licenses. Cloudflare is committing $1 million to a new independent Vite ecosystem fund to support community maintainers and contributors who are independent of both VoidZero and Cloudflare. "At Lovable, we are empowering developers to build and deploy full-stack applications at unprecedented scale. An open and predictable toolchain is absolutely critical to that mission. As agents handle increasingly complex, real-time tasks, they require an underlying architecture that is performant and modular,” said Fabian Hedin, CTO and co-founder of Loveable. “By building our automated pipeline on Vite and leveraging its open ecosystem, we’ve been able to radically accelerate how AI agents generate, compile, and ship code. We have worked closely with the Cloudflare and VoidZero teams, and we’re excited to continue supporting and benefiting from the ecosystem they’ve helped create. Open-source infrastructure like Vite plays a critical role in the future of software development, and we’re encouraged to see its development remain independent and transparent.”

To learn more, please check out the resources below:

Cloudflare Blog: VoidZero is joining Cloudflare About Cloudflare

Cloudflare, Inc. (NYSE: NET) is the leading connectivity cloud company. It empowers organizations to make their employees, applications and networks faster and more secure everywhere, while reducing complexity and cost. Cloudflare’s connectivity cloud delivers the most full-featured, unified platform of cloud-native products and developer tools, so any organization can gain the control they need to work, develop, and accelerate their business.

Powered by one of the world’s largest and most interconnected networks, Cloudflare blocks billions of threats online for its customers every day. It is trusted by millions of organizations – from the largest brands to entrepreneurs and small businesses to nonprofits, humanitarian groups, and governments across the globe.

Learn more about Cloudflare’s connectivity cloud at cloudflare.com/connectivity-cloud. Learn more about the latest Internet trends and insights at radar.cloudflare.com.

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Forward-Looking Statements

This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which statements involve substantial risks and uncertainties. In some cases, you can identify forward-looking statements because they contain words such as “may,” “will,” “should,” “expect,” “explore,” “plan,” “anticipate,” “could,” “intend,” “target,” “project,” “contemplate,” “believe,” “estimate,” “predict,” “potential,” or “continue,” or the negative of these words, or other similar terms or expressions that concern Cloudflare’s expectations, strategy, plans, or intentions. However, not all forward-looking statements contain these identifying words. Forward-looking statements expressed or implied in this press release include, but are not limited to, statements regarding the capabilities and effectiveness of Cloudflare’s Workers developer platform and other products technology and VoidZero‘s products and technology, the benefits to Cloudflare’s customers from using Cloudflare’s Workers developer platform and other products technology and VoidZero‘s products and technology, the timing of when Cloudflare’s Workers developer platform and VoidZero’s products and technology and or any of their related features will be fully integrated and generally available to all current and potential Cloudflare customers, the potential timing of the closing of Cloudflare’s acquisition of VoidZero, Cloudflare’s plans and objectives for, and the timing of, the integration of VoidZero’s products and technology into Cloudflare’s Workers developer platform, Cloudflare’s technological development, future operations, growth, initiatives, or strategies, and comments made by Cloudflare’s CEO and others. Actual results could differ materially from those stated or implied in forward-looking statements due to a number of factors, including but not limited to, risks detailed in Cloudflare’s filings with the Securities and Exchange Commission (SEC), including Cloudflare’s Quarterly Report on Form 10-Q filed on May 8, 2026, as well as other filings that Cloudflare may make from time to time with the SEC.

The forward-looking statements made in this press release relate only to events as of the date on which the statements are made. Cloudflare undertakes no obligation to update any forward-looking statements made in this press release to reflect events or circumstances after the date of this press release or to reflect new information or the occurrence of unanticipated events, except as required by law. Cloudflare may not actually achieve the plans, intentions, or expectations disclosed in Cloudflare’s forward-looking statements, and you should not place undue reliance on Cloudflare’s forward-looking statements.

© 2026 Cloudflare, Inc. All rights reserved. Cloudflare, the Cloudflare logo, and other Cloudflare marks are trademarks and/or registered trademarks of Cloudflare, Inc. in the U.S. and other jurisdictions. All other marks and names referenced herein may be trademarks of their respective owners.

More News From Cloudflare, Inc.

Cloudflare (NET - Free Report) closed the most recent trading day at $250.11, moving -6.9% from the previous trading session. The stock's performance was behind the S&P 500's daily loss of 2.65%. Meanwhile, the Dow experienced a drop of 1.35%, and the technology-dominated Nasdaq saw a decrease of 4.18%.

Prior to today's trading, shares of the web security and content delivery company had gained 4.61% lagged the Computer and Technology sector's gain of 10.37% and the S&P 500's gain of 5.47%.

Investors will be eagerly watching for the performance of Cloudflare in its upcoming earnings disclosure. On that day, Cloudflare is projected to report earnings of $0.26 per share, which would represent year-over-year growth of 23.81%. Meanwhile, our latest consensus estimate is calling for revenue of $665.37 million, up 29.87% from the prior-year quarter.

NET's full-year Zacks Consensus Estimates are calling for earnings of $1.18 per share and revenue of $2.81 billion. These results would represent year-over-year changes of +26.88% and +29.72%, respectively.

Investors should also take note of any recent adjustments to analyst estimates for Cloudflare. These revisions typically reflect the latest short-term business trends, which can change frequently. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits.

Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system.

The Zacks Rank system, spanning from #1 (Strong Buy) to #5 (Strong Sell), boasts an impressive track record of outperformance, audited externally, with #1 ranked stocks yielding an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has moved 96.43% higher. Cloudflare is holding a Zacks Rank of #3 (Hold) right now.

With respect to valuation, Cloudflare is currently being traded at a Forward P/E ratio of 226.79. This denotes a premium relative to the industry average Forward P/E of 18.84.

We can additionally observe that NET currently boasts a PEG ratio of 8.45. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. The Internet - Software industry had an average PEG ratio of 1.06 as trading concluded yesterday.

The Internet - Software industry is part of the Computer and Technology sector. At present, this industry carries a Zacks Industry Rank of 82, placing it within the top 34% of over 250 industries.

The Zacks Industry Rank assesses the vigor of our specific industry groups by computing the average Zacks Rank of the individual stocks incorporated in 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.

Cloudflare, Inc. (NET) Analyst/Investor Day Transcript

Cloudflare (NET - Free Report) appears an attractive pick given a noticeable improvement in the company's earnings outlook. The stock has been a strong performer lately, and the momentum might continue with analysts still raising their earnings estimates for the company.

Analysts' growing optimism on the earnings prospects of this web security and content delivery company is driving estimates higher, which should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. Our stock rating tool -- the Zacks Rank -- is principally built on this insight.

The five-grade Zacks Rank system, which ranges from a Zacks Rank #1 (Strong Buy) to a Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record of outperformance, with Zacks #1 Ranked stocks generating an average annual return of +25% since 2008.

For Cloudflare, strong agreement among the covering analysts in revising earnings estimates upward has resulted in meaningful improvement in consensus estimates for the next quarter and full year.

The chart below shows the evolution of forward 12-month Zacks Consensus EPS estimate:

12 Month EPS

Current-Quarter Estimate RevisionsThe company is expected to earn $0.27 per share for the current quarter, which represents a year-over-year change of +28.6%.

The Zacks Consensus Estimate for Cloudflare has increased 37.14% over the last 30 days, as one estimate has gone higher compared to no negative revisions.

Current-Year Estimate RevisionsFor the full year, the earnings estimate of $1.20 per share represents a change of +29.0% from the year-ago number.

In terms of estimate revisions, the trend for the current year also appears quite encouraging for Cloudflare. Over the past month, two estimates have moved higher compared to no negative revisions, helping the consensus estimate increase 157.9%.

Favorable Zacks RankOur research shows that stocks with Zacks Rank #1 (Strong Buy) and 2 (Buy) significantly outperform the S&P 500.

Bottom LineInvestors have been betting on Cloudflare because of its solid estimate revisions, as evident from the stock's 13.8% gain over the past four weeks. As its earnings growth prospects might push the stock higher, you may consider adding it to your portfolio right away.

Fortinet, Inc. (FTNT) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript

ZS' Q3 results are likely to reflect benefits from strong AI security demand, Zero Trust growth and momentum in Z-Flex adoption.

Fortinet: Steadily Growing RevenueFortinet (FTNT +0.89%) primarily generates revenue by selling network security hardware, software licenses, and ongoing subscription services to diverse global enterprises.

While introducing new enterprise firewall hardware and facing some shareholder investigations, it reported an approximately 29% net income margin for the quarter ended March 31, 2026.

Palo Alto Networks: Maintaining the Revenue LeadPalo Alto Networks (PANW +0.02%) provides advanced firewall appliances and cloud-based cybersecurity subscription services to large businesses and government entities around the world.

It recently finalized multiple corporate acquisitions and addressed critical software vulnerabilities, and it generated an approximately 17% net income margin for the quarter ended Jan. 31, 2026.

Why Revenue Matters for Retail InvestorsRevenue helps individual investors clearly understand the total sales a business generates before any operating expenses are subtracted. It enables investors to gauge raw business scale and growth.

Image source: The Motley Fool.

Quarterly Revenue for Fortinet and Palo Alto NetworksQuarter (Period End)Fortinet RevenuePalo Alto Networks RevenueQ2 2024$1.4 billion (period ended June 2024)$2.0 billion (period ended April 2024)Q3 2024$1.5 billion (period ended Sept. 2024)$2.2 billion (period ended July 2024)Q4 2024$1.7 billion (period ended Dec. 2024)$2.1 billion (period ended Oct. 2024)Q1 2025$1.5 billion (period ended March 2025)$2.3 billion (period ended Jan. 2025)Q2 2025$1.6 billion (period ended June 2025)$2.3 billion (period ended April 2025)Q3 2025$1.7 billion (period ended Sept. 2025)$2.5 billion (period ended July 2025)Q4 2025$1.9 billion (period ended Dec. 2025)$2.5 billion (period ended Oct. 2025)Q1 2026$1.8 billion (period ended March 2026)$2.6 billion (period ended Jan. 2026)Data source: Company filings. Data as of May 19, 2026.

Foolish TakeAs the revenue numbers reveal, Palo Alto Networks is the larger cybersecurity company compared to Fortinet. Even so, Fortinet’s business is growing faster, as demonstrated by its first quarter revenue of $1.8 billion, which represents a 20% year-over-year increase. Its cybersecurity rival experienced 15% year-over-year growth to $2.6 billion in its fiscal second quarter ended Jan. 31.

Since both companies experienced excellent sales growth in their latest quarterly results, their stock prices have soared. Fortinet shares hit a 52-week high of $134.19 on May 22 while Palo Alto Networks stock reached a high of $261.41 that same day.

This is a dramatic reversal from the first quarter, when Wall Street became fearful artificial intelligence would take away business from cybersecurity companies, which led to a sell-off across the sector. As one of the bigger enterprises in the industry, Palo Alto Networks stock slumped to a 52-week low of $139.57 on Feb. 24.

In Q2, investors have come to realize those Q1 fears were overblown. In fact, the AI era means cybersecurity is more important, not less. As organizations become reliant on AI, hackers can more easily disrupt operations without the likes of Palo Alto Networks and Fortinet to protect them. Their outstanding year-over-year revenue growth illustrates customer demand remains strong in the cybersecurity sector.

The artificial intelligence (AI) boom continues to set the direction for global financial markets in 2026, but Goldman Sachs strategists argue that opportunities exist outside this tech narrative as well.

Concentrated leadership in the AI trade has propelled US benchmark indices to record levels this year, prompting concerns that the current environment resembles a single trade rather than a diversified market.

To counter this, Goldman Sachs, in its latest research report, named three stocks poised to do rather well this year purely on concrete earnings growth, independent of AI tailwinds.

Note that these names have also recently secured positive revisions from Wall Street analysts.

While a 1% dip in Eli Lilly shares (year-to-date) may look like underperformance in an AI-driven market, Goldman sees the drugmaker’s valuation as refreshing because it relies almost entirely on real-world results.

According to the firm’s strategists, a mere 9% of Lilly’s recent returns stem from AI sentiment or macroeconomic indicators.

Instead, the real catalyst is explosive, tangible core earnings.

Driven by incredible demand for its blockbuster GLP-1 treatments and recent FDA approval of its weight-management pill, Foundayo, the pharmaceutical giant delivered a staggering 56% year-over-year increase in Q1 revenue.

This concrete growth recently made Morgan Stanley lift its price target on LLY shares to $1,344, representing a more than 25% upside from current levels.

Fortinet stock is a quintessential example of a “non-AI tech play” thriving entirely on operational execution.

While the broader tech industry rides the generative AI wave, FTNT’s explosive surge this year is rooted in a fundamental enterprise necessity: cybersecurity consolidation.

In fact, Goldman Sachs attributes less than one-third of the 70% it’s rallied in 2026 to the AI trade and macroeconomic pricing only.

In Q1, Fortinet smashed Wall Street expectations, delivering $1.9 billion in revenue – up 20% on a year-over-year basis – and adjusted per-share earnings of a better-than-expected $0.82.

A 31% pop in unified SASE billings and a massive 41% spike in product sales further helped the management raise its full-year top-line guidance with some confidence.

After the quarterly print earlier this month, BTIG raised FTNT shares to “buy”.

E-commerce pet retailer Chewy presents a classic “deep-value” proposition completely decoupled from tech mania.

At just 0.66x sales, the stock remains rather attractive given the company grew its revenue by more than 8% in latest reported quarter with gross margins approaching 30% even without the artificial intelligence tailwinds.

Wolfe Research analysts also maintain an “outperform” rating on CHWY stock with an aggressive $39 price target, representing more than 85% upside potential from current levels.

According to them, a near 40% year-to-date decline in Chewy fully prices in the downside – and the path of least resistance for this pet products retailer is upward, they added.

It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.

Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.

It also includes access to the Zacks Style Scores.

What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.

Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.

The Style Scores are broken down into four categories:

Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.

Growth ScoreGrowth investors are more concerned with a stock's future prospects, and the overall financial health and strength of a company. Thus, the Growth Style Score analyzes characteristics like projected and historic earnings, sales, and cash flow to find stocks that will see sustainable growth over time.

Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.

VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.

How Style Scores Work with the Zacks Rank A proprietary stock-rating model, the Zacks Rank utilizes the power of earnings estimate revisions, or changes to a company's earnings outlook, to help investors create a successful portfolio.

Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +23.7% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.

But it can feel overwhelming to pick the right stocks for you and your investing goals with over 800 top-rated stocks to choose from.

That's where the Style Scores come in.

To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.

The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.

Here's an example: a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one with Style Scores of A and B, still has a downward-trending earnings outlook, and a bigger chance its share price will decrease too.

Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: Fortinet (FTNT - Free Report) Headquartered in Sunnyvale, CA, Fortinet, Inc. is a leader in cybersecurity, driving the convergence of networking and security. It provides integrated security solutions to enterprises, service providers and government entities across 100 countries.

FTNT is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.

Additionally, the company could be a top pick for growth investors. FTNT has a Growth Style Score of A, forecasting year-over-year earnings growth of 13% for the current fiscal year.

14 analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.14 to $3.12 per share. FTNT also boasts an average earnings surprise of +17.5%.

With a solid Zacks Rank and top-tier Growth and VGM Style Scores, FTNT should be on investors' short list.

Fortinet, Inc. (FTNT) Presents at Bank of America 2026 Global Technology Conference Transcript

The expeditious if not aggressive rollout of artificial intelligence (AI) has had its fair share of consequences—both positive and negative—in just a few years.

On one hand, the global memory chip shortage has resulted in new members of the trillion-dollar market cap club while rewarding shareholders with once-in-a-generation gains. On the other hand, AI-assisted hacking and malware deployments have created a situation wherein demand for cybersecurity is not only unprecedented, it is absolutely critical.

According to Harvard Business Review, “the average AI-enabled data breach now costs organizations $4.88 million; a figure that does not account for reputational damage, regulatory penalties, or the cascading operational failures that follow.”

Get HACK alerts:

But for investors, there’s a silver lining. With cyberattacks on the rise, demand for enterprise security firms is increasing. That has provided an enormous, sustainable tailwind for one exchange-traded fund (ETF) in particular.

AI-Assisted Cyberattacks (and Budgets to Combat Them) Are on the RiseThe advent of AI has caused a measurable increase in the rate, scale, and sophistication of cyberattacks and data breaches.

A 2026 study conducted by International Business Machines NYSE: IBM found a 44% year-over-year (YOY) increase in the exploitation of public-facing software or system applications, 300,000 AI chatbot credentials observed for sale on the dark web, and a 49% YOY Increase in active ransomware groups.

Harvard Business Review has warned that AI-enabled cyberattacks are becoming more autonomous and adaptive, with systems capable of probing defenses, identifying weaknesses and changing tactics in real time without human direction. The report also noted that 77% of organizations lack the foundational data and AI security practices needed to safeguard critical technology infrastructure.

Fortunately, businesses, governments, and other institutions aren’t resting on their laurels. According to industry consultancy firm Grand View Research, the global cybersecurity market, which was valued at nearly $272 billion in 2025, is expected to reach more than $663 billion by 2033. That is good for a compound annual growth rate (CAGR) of 11.9% and a total addressable market that is more than 144% larger than it was last year.

The global cybersecurity services market, specifically, is poised to grow by a CAGR of 14.8% through 2033, with Grand View Research citing that “advances in AI, the Internet of Things, and machine learning have led to increased adoption of web and mobile applications, creating a more complex IT infrastructure that is increasingly vulnerable to cyberattacks.”

That bodes particularly well for the Amplify Cybersecurity ETF NYSEARCA: HACK and its portfolio of top-tier cybersecurity firms.

A Basket of Booming Cybersecurity StocksAmplify Cybersecurity ETF Today

HACK

Amplify Cybersecurity ETF

$96.05 -0.57 (-0.59%)

As of 04:10 PM Eastern

52-Week Range$69.66▼

$105.56Dividend Yield0.06%

Assets Under Management$2.38 billion

Considering that forecasted growth alongside the increasing rate of malware, phishing, ransomware, and zero-day exploit threats, it’s no surprise that the Amplify Cybersecurity ETF NYSEARCA: HACK has been surging higher this year.

Since its year-to-date (YTD) low on February 23, the fund has gained more than 49%, recently hitting its all-time high, as its basket of best-in-class cybersecurity firms continues to reward shareholders.

That success is largely attributable to the fact that the fund aims to track the Nasdaq ISE Cyber Security Select Index. In doing so, it includes companies that develop, implement, or provide cybersecurity hardware, software, and services. The index’s constituents are companies that derive at least 90% of their revenue from cyber defense.

Prior to this year, the ETF’s performance was lackluster, with HACK only having gained around 20% for the five years prior to its aforementioned YTD low. But given the rise of data breaches, AI-assisted cyberthreats, and swelling corporate budget lines aimed at combatting those risks, the companies in the Amplify Cybersecurity ETF have been outperforming this year.

The fund’s holdings include the who’s who of enterprise security providers, with its top five allocations being:

CrowdStrike NASDAQ: CRWD: up around 60% YTD

Broadcom NASDAQ: AVGO: up around 40% YTD

Palo Alto Networks NASDAQ: PANW: up over 50% YTD

Cisco Systems NASDAQ: CSCO: up more than 65% YTD

Fortinet NASDAQ: FTNT: up nearly 85% YTD

Together, those five positions account for more than 36% of the ETF’s portfolio. On the whole, more than 87% of the fund’s holdings are domiciled in the United States, with the remaining companies located in Israel and Japan.

Amplify’s ETF Is the Ultimate Cybersecurity Portfolio HACKAmplify Cybersecurity ETF Stock Forecast Today12-Month Stock Price Forecast:
$96.66
1.03% Upside

Moderate Buy
Based on 536 Analyst Ratings

Current Price$95.67High Forecast$96.66Average Forecast$96.66Low Forecast$96.66Amplify Cybersecurity ETF Stock Forecast Details

The passively managed fund carries an expense ratio of 0.60%, which puts it on par with the average fees charged by thematic ETFs.

That figure is, to some extent, offset by a dividend that yields six cents per share annually.

With average daily volume of around 127,000 shares and $2.60 billion in assets under management, trading can be light.

But for investors looking to add exposure to the cybersecurity trend, the ETF receives a Moderate Buy rating based on 531 ratings by analysts who cover more than 96% of the companies in HACK’s portfolio.

The smart money is treating the fund accordingly, with inflows from institutional buyers surpassing outflows by a margin of around $171 million to just over $75 million, respectively, over the past 12 months. Meanwhile, short interest is infinitesimal at just 0.19% of the float, or a mere 48,136 shares out of the 24.85 million shares outstanding.

Should You Invest $1,000 in Amplify Cybersecurity ETF Right Now?Before you consider Amplify Cybersecurity ETF, you'll want to hear this.

MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Amplify Cybersecurity ETF wasn't on the list.

While Amplify Cybersecurity ETF currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys.

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Fortinet, Inc. (FTNT) Discusses Quantum Computing Threats and Strategies for Achieving Quantum-Safe Cybersecurity Transcript

Since the start of May, Fortinet (FTNT +0.89%) has rallied by roughly 74% as its cybersecurity software has been attracting new customers, and momentum has been building for its recurring revenue model. Meanwhile, there are major catalysts in play for the whole cybersecurity industry that give Fortinet meaningful tailwinds.

Cybersecurity's total addressable market is set to surge Grand View Research projects a healthy 11.9% compound annual growth rate for the cybersecurity industry through 2033 -- but the opportunities ahead suggest the industry could blow past that projection.

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In the realm of cybersecurity, the "attack surface" for an organization is simply the sum total of all the points where a hacker might attempt to gain access to its systems and data, from a laptop to a server to an unsuspecting employee falling for a phishing email. And in its first-quarter presentation, Fortinet management pointed to the expansion of attack surfaces as a "strong, long-term secular tailwind." Artificial intelligence (AI) was listed as one of the factors that is increasing the size of the attack surface for its clients.

As companies use artificial intelligence more, they are also creating more points of vulnerability, so they will need to invest more heavily in their cybersecurity. This should bring new customers to Fortinet's offerings, and lead many of its established customers to expand their contracts to more expensive plans.

Image source: Getty Images.

Although hackers can use AI to penetrate businesses, Fortinet has been using AI-driven security tools to keep its customers safe. It's a battle of AI vs. AI, and the company has developed more than 20 AI-driven solutions. It also has more than 500 issued and pending AI patents.

Fortinet also secures AI systems from the data center to the edge. Each new AI data center will increase the need for services of the type that it offers. More than 800 of these data centers are currently under construction worldwide in what is shaping up to be one of the largest infrastructure build-outs in history. 

Fortinet's revenue is accelerating Fortinet isn't the only cybersecurity company in the market, and its stock has been lagging rivals CrowdStrike and Palo Alto Networks for several years. Those two companies had stronger reputations for growth, while Fortinet looked more like a maturing business.

That's why it may come as a surprise to some investors that Fortinet is suddenly leaving those two growth stocks in the dust year to date, but the surge in its share price is backed by fundamentals.

The company has maintained an annualized revenue growth rate of 15.5% over the past three years, but this year, its pace has accelerated. In Q1, revenue increased by 20% year over year to $1.85 billion. More than one-third of its revenue comes from its product segment, which grew by 41%. Fortinet also wrapped up the quarter with $2.09 billion in billings, up 31%, a statistic that offers clear revenue visibility for future quarters.

This revenue acceleration could be the start of something more exciting. Fortinet also told investors in its Q1 press release that it is working with Anthropic, OpenAI, and other AI leaders. Those deals could become more lucrative over time.

Although management's outlook for revenue in the $1.83 billion to $1.93 billion range for Q2 isn't too exciting compared to its Q1 revenue, investors should consider that Fortinet exceeded the high end of the guidance range it gave for the first quarter. Long-term catalysts and past results suggest Fortinet can deliver another beat, which would be a bullish event for the stock.

Fortinet protects AI infrastructure Do you think hyperscalers will buy more AI chips in the coming quarters or scale back their hardware purchases? While that has been a critical question for investors in chipmakers such as Nvidia and Broadcom for several years now, it has suddenly become a major topic of interest for Fortinet shareholders, too.

Fortinet is one of the many companies that have integrated themselves into AI infrastructure to some degree. Its role is to keep AI data centers, processors, and electrical supplies safe from hackers. As data center companies buy and deploy more AI processors, they will have to pay Fortinet or one of its peers more to protect those resources.

While other cybersecurity companies can also help, Fortinet is currently the only cybersecurity company with custom chips -- application-specific integrated circuits that it calls Security Processing Units -- that improve the speed and cost of its data center security solutions. Furthermore, it is one of Nvidia's strategic partners.

Big tech is expected to spend more than $700 billion on AI infrastructure this year. Nvidia's latest earnings report highlighted an 85% year-over-year revenue jump as its processors remain in hot demand. All of that is good news for Fortinet. It sets the stage for robust growth in the cybersecurity industry, and Fortinet is growing at a faster rate than the industry.

ABB Ltd (ABB:CA) Shareholder/Analyst Call Prepared Remarks Transcript

Growth stocks are attractive to many investors, as above-average financial growth helps these stocks easily grab the market's attention and produce exceptional returns. However, it isn't easy to find a great growth stock.

In addition to volatility, these stocks carry above-average risk by their very nature. Also, one could end up losing from a stock whose growth story is actually over or nearing its end.

However, the Zacks Growth Style Score (part of the Zacks Style Scores system), which looks beyond the traditional growth attributes to analyze a company's real growth prospects, makes it pretty easy to find cutting-edge growth stocks.

ABB (ABBNY - Free Report) is on the list of such stocks currently recommended by our proprietary system. In addition to a favorable Growth Score, it carries a top Zacks Rank.

Research shows that stocks carrying the best growth features consistently beat the market. And returns are even better for stocks that possess the combination of a Growth Score of A or B and a Zacks Rank #1 (Strong Buy) or 2 (Buy).

While there are numerous reasons why the stock of this industrial automation company is a great growth pick right now, we have highlighted three of the most important factors below:

Earnings GrowthEarnings growth is arguably the most important factor, as stocks exhibiting exceptionally surging profit levels tend to attract the attention of most investors. For growth investors, double-digit earnings growth is highly preferable, as it is often perceived as an indication of strong prospects (and stock price gains) for the company under consideration.

While the historical EPS growth rate for ABB is 20.7%, investors should actually focus on the projected growth. The company's EPS is expected to grow 27.6% this year, crushing the industry average, which calls for EPS growth of 10.1%.

Cash Flow GrowthWhile cash is the lifeblood of any business, higher-than-average cash flow growth is more important and beneficial for growth-oriented companies than for mature companies. That's because, growth in cash flow enables these companies to expand their businesses without depending on expensive outside funds.

Right now, year-over-year cash flow growth for ABB is 13.4%, which is higher than many of its peers. In fact, the rate compares to the industry average of 9.3%.

While investors should actually consider the current cash flow growth, it's worth taking a look at the historical rate too for putting the current reading into proper perspective. The company's annualized cash flow growth rate has been 12.4% over the past 3-5 years versus the industry average of 11.1%.

Promising Earnings Estimate RevisionsBeyond the metrics outlined above, investors should consider the trend in earnings estimate revisions. A positive trend is a plus here. Empirical research shows that there is a strong correlation between trends in earnings estimate revisions and near-term stock price movements.

There have been upward revisions in current-year earnings estimates for ABB. The Zacks Consensus Estimate for the current year has surged 0.3% over the past month.

Bottom LineABB has not only earned a Growth Score of B based on a number of factors, including the ones discussed above, but it also carries a Zacks Rank #2 because of the positive earnings estimate revisions.

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

This combination indicates that ABB is a potential outperformer and a solid choice for growth investors.

Posted by Defense World Staff on Apr 23rd, 2026

ABB Ltd (NYSE:ABBNY – Get Free Report)’s share price hit a new 52-week high during trading on Thursday . The stock traded as high as $98.42 and last traded at $97.85, with a volume of 191660 shares. The stock had previously closed at $93.86.

Analyst Upgrades and Downgrades Several research analysts have issued reports on ABBNY shares. Kepler Capital Markets raised ABB from a “hold” rating to a “strong-buy” rating in a report on Tuesday, January 27th. Wall Street Zen raised ABB from a “hold” rating to a “buy” rating in a report on Saturday, April 18th. Citigroup cut ABB from a “strong-buy” rating to a “hold” rating in a report on Friday, April 10th. Zacks Research cut ABB from a “strong-buy” rating to a “hold” rating in a report on Wednesday, April 15th. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a “sell” rating on shares of ABB in a report on Thursday, January 15th. One analyst has rated the stock with a Strong Buy rating, five have assigned a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, ABB has a consensus rating of “Hold” and an average price target of $58.00.

Read Our Latest Report on ABB

ABB Trading Up 4.3% The company has a fifty day simple moving average of $87.47 and a 200-day simple moving average of $79.30. The company has a current ratio of 1.37, a quick ratio of 0.99 and a debt-to-equity ratio of 0.44. The stock has a market cap of $180.43 billion, a price-to-earnings ratio of 46.16, a P/E/G ratio of 2.48 and a beta of 1.28.

ABB Company Profile (Get Free Report)

ABB Ltd. is a global engineering and technology company headquartered in Zürich, Switzerland, with roots dating to the 1988 merger of ASEA and Brown, Boveri & Cie. The company develops and supplies technologies that enable electrification, automation and digitalization across utility, industrial, transportation and infrastructure markets. ABB’s offerings span hardware, software and services designed to improve efficiency, reliability and sustainability for its customers.

ABB’s principal activities include electrification products and systems for power distribution and management; industrial and factory automation solutions; robotics and discrete automation for manufacturing; and motion technologies including electric motors and drives.

Featured Articles Five stocks we like better than ABB Receive News & Ratings for ABB Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for ABB and related companies with MarketBeat.com's FREE daily email newsletter.

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Here are three stocks with buy rank and strong momentum characteristics for investors to consider today, April 30:

Teradyne (TER - Free Report) : This company, which designs, develops, manufactures and sells automated test equipment and robotics products, has a Zacks Rank #1 and witnessed the Zacks Consensus Estimate for its current year earnings increasing 4.3% over the last 60 days.

Teradyne’s shares gained 22.8% over the last three months compared with the S&P 500’s gain of 2.3%. The company possesses a Momentum Score  of A.

ABB (ABBNY - Free Report) : This leading technology company, which provides products and services that can be used in automated manufacturing, providing digital solutions, electrification of industry and transport and enhancing productivity, has a Zacks Rank #1 and witnessed the Zacks Consensus Estimate for its current year earnings increasing 19.6% over the last 60 days.

ABB’s shares gained 12.2% over the last three months compared with the S&P 500’s gain of 2.3%. The company possesses a Momentum Score of A.

Kforce (KFRC - Free Report) : This company, which provide professional staffing services and solutions to clients on both a temporary and permanent basis through our Technology and Finance and Accounting segments, has a Zacks Rank #1 and witnessed the Zacks Consensus Estimate for its current year earnings increasing 12.5% over the last 60 days.

Kforce’s shares gained 29.2% over the past three months compared with the S&P 500’s gain of 2.3%. The company possesses a Momentum Score of A.

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Check out this week’s current list of Best Stocks to Buy Now.

Learn more about the Momentum score and how it is calculated here.

The Industrial Products group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Is ABB (ABBNY - Free Report) one of those stocks right now? By taking a look at the stock's year-to-date performance in comparison to its Industrial Products peers, we might be able to answer that question.

ABB is a member of our Industrial Products group, which includes 181 different companies and currently sits at #8 in the Zacks Sector Rank. The Zacks Sector Rank includes 16 different groups and is listed in order from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors.

The Zacks Rank is a successful stock-picking model that emphasizes earnings estimates and estimate revisions. The system highlights a number of different stocks that could be poised to outperform the broader market over the next one to three months. ABB is currently sporting a Zacks Rank of #1 (Strong Buy).

Over the past three months, the Zacks Consensus Estimate for ABBNY's full-year earnings has moved 24.1% higher. This means that analyst sentiment is stronger and the stock's earnings outlook is improving.

Based on the latest available data, ABBNY has gained about 36.5% so far this year. Meanwhile, stocks in the Industrial Products group have gained about 16.1% on average. This shows that ABB is outperforming its peers so far this year.

CECO Environmental (CECO - Free Report) is another Industrial Products stock that has outperformed the sector so far this year. Since the beginning of the year, the stock has returned 24.1%.

Over the past three months, CECO Environmental's consensus EPS estimate for the current year has increased 12.8%. The stock currently has a Zacks Rank #1 (Strong Buy).

To break things down more, ABB belongs to the Manufacturing - Electronics industry, a group that includes 14 individual companies and currently sits at #163 in the Zacks Industry Rank. On average, stocks in this group have gained 23.4% this year, meaning that ABBNY is performing better in terms of year-to-date returns.

On the other hand, CECO Environmental belongs to the Pollution Control industry. This 5-stock industry is currently ranked #178. The industry has moved +1% year to date.

Investors interested in the Industrial Products sector may want to keep a close eye on ABB and CECO Environmental as they attempt to continue their solid performance.