The company is reporting Q4 earnings soon, with revenue expected to grow 22.5% year-over-year. It recently launched FalconID, a new phishing-resistant authentication product, to expand into identity security. The broader Security Posture Management market it operates in is forecast to double by 2030. However, the stock is down significantly year-to-date, facing a premium valuation and rising costs. A market analyst suggests bearish overhangs may be clearing, making the stock look tempting ahead of earnings.