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CrowdStrike Stock Falls Despite Earnings Beat
Barrons.com73d agobullish
CrowdStrike Stock Falls Despite Earnings Beat

CrowdStrike Holdings stock was falling late Wednesday despite better-than-expected first-quarter results from the cybersecurity company. CrowdStrike reported adjusted earnings of $1.10 a share on revenue of $1.39 billion. “In Q1, the worlds of cybersecurity and frontier AI collided: this was the Mythos moment,” CEO George Kurtz said in the earnings release.

CrowdStrike reports higher operating expenses as AI investments gain pace
Reuters73d agoneutral
CrowdStrike reports higher operating expenses as AI investments gain pace

CrowdStrike reported a 15% jump in its first-quarter operating expenses ‌on Wednesday, as the cybersecurity company ramps ‌up investments in AI and product development. Shares of the ​company fell 8% in extended trading. Here are some details: • CrowdStrike expects 2027 revenue to be between $5.91 billion and $5.96 billion, compared with its ‌prior expectations of $5.87 ⁠billion to $5.93 billion.

CrowdStrike tops Q1 estimates, authorizes 4-for-1 stock split
Proactive73d agobullish
CrowdStrike tops Q1 estimates, authorizes 4-for-1 stock split

CrowdStrike Holdings Inc (NASDAQ:CRWD) reported first quarter results after the market close on Wednesday, topping Wall Street expectations for both revenue and earnings while announcing a four-for-one stock split. The cybersecurity company posted revenue of $1.39 billion, up 26% from...

CrowdStrike’s (NASDAQ:CRWD) Q1 CY2026 Sales Beat Estimates But Stock Drops
StockStory73d agobearish
CrowdStrike’s (NASDAQ:CRWD) Q1 CY2026 Sales Beat Estimates But Stock Drops

Cybersecurity platform provider CrowdStrike (NASDAQ:CRWD) reported revenue ahead of Wall Street’s expectations in Q1 CY2026, with sales up 25.6% year on year to $1.39 billion. The company expects next quarter’s revenue to be around $1.44 billion, close to analysts’ estimates. Its non-GAAP profit of $1.10 per share was 3% above analysts’ consensus estimates.

Palantir, Axon, Crowdstrike, and Cloudflare: New age defense stocks
Stocktwits73d agoneutralVIDEO
Palantir, Axon, Crowdstrike, and Cloudflare: New age defense stocks

Shai Ballew breaks down market volatility amidst geopolitical tensions, emphasizing that while there's a risk adjustment, the bull market's fundamentals, especially in AI, remain strong. He discusses how companies like Palantir, Axon, Crowdstrike, and Cloudflare are becoming essential in the new age defense and cybersecurity landscape, with their services proving indispensable for government and public safety operations.

The 'Lifeboat Effect': Money Moving From Seat To Stack
Stocktwits73d agoneutralVIDEO
The 'Lifeboat Effect': Money Moving From Seat To Stack

Shy Balore explains the "Lifeboat Effect" in the software market, where investment is shifting from traditional SaaS companies to the agentic AI stack. He details how AI agents are repricing legacy software and driving growth in orchestration, security, connectivity, and data layers. The discussion includes specific companies like Palantir, Salesforce, CrowdStrike, Zscaler, Cloudflare, Snowflake, and MongoDB.

Broadcom Earnings, Jobs Report: What to Watch for the Rest of the Week
The Wall Street Journal74d agoneutral
Broadcom Earnings, Jobs Report: What to Watch for the Rest of the Week

Broadcom is set to be the final semiconductor giant to report earnings for the quarter, as a historic rally in chipmaker stocks shows little signs of abating. Investors will also watch Friday’s jobs report—one of the first major economic indicators that will inform the Federal Reserve under its new chairman, Kevin Warsh.

What's moving markets: June 3
Yahoo Finance Video74d agoneutralVIDEO
What's moving markets: June 3

Asking for a Trend Host Josh Lipton shares the top stories for Wednesday, June 3, including from Macy's (M), Five Below (FIVE), Petco (WOOF), and Broadcom (AVGO) CrowdStrike (CRWD), as well as ADP's May employment estimate.

Cisco Advances 5% to Record Highs on AI Cybersecurity Push, Arista Climbs as Networking Trade Extends
24/7 Wall St.74d agobullish
Cisco Advances 5% to Record Highs on AI Cybersecurity Push, Arista Climbs as Networking Trade Extends

Shares of Cisco Systems (NASDAQ:CSCO) are up 5% in midday trading on Tuesday, June 2, changing hands at $127 and change after a Monday close of $121.33. Cisco stock is printing fresh all-time highs as the company unveiled a sweeping AI cybersecurity and unified management push at its annual Cisco Live U.S. conference. The networking ... Cisco Advances 5% to Record Highs on AI Cybersecurity Push, Arista Climbs as Networking Trade Extends

Software Rallies 40% From April Lows as CrowdStrike Earnings Loom
24/7 Wall St.74d agobullish
Software Rallies 40% From April Lows as CrowdStrike Earnings Loom

Just two months ago, software stocks were one of the market’s biggest disappointments. Today, they are among its strongest performers. Speaking on CNBC’s Options Action, options reporter Oliver Renick highlighted the dramatic reversal underway across the software sector, noting that the group has gone from a steep early-year selloff to positive returns for 2026. “Software is officially ... Software Rallies 40% From April Lows as CrowdStrike Earnings Loom

Assessing CrowdStrike (CRWD) Valuation After Sharp Multi‑Year Share Price Gains
Simply Wall St.74d agoneutral
Assessing CrowdStrike (CRWD) Valuation After Sharp Multi‑Year Share Price Gains

CrowdStrike Holdings (CRWD) has drawn investor attention recently, with the stock last closing at US$782.17 and the company reporting annual revenue of US$4.8b alongside a net loss of US$162.5m. See our latest analysis for CrowdStrike Holdings. Recent moves have been sharp, with a 7-day share price return of 17.89% and a 30-day share price return of 71.66%. The 3-year total shareholder return sits at a very large 407.64%, pointing to strong momentum and changing expectations around growth and...

Jim Cramer Dicusses CrowdStrike (CRWD) In Detail
Insider Monkey75d agoneutral
Jim Cramer Dicusses CrowdStrike (CRWD) In Detail

We recently published Jim Cramer Warned About Market Manipulation & Discussed These 22 Stocks. CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the stocks discussed by Jim Cramer. Cybersecurity software provider CrowdStrike Holdings, Inc. (NASDAQ:CRWD)’s shares are up by 55% over the past year and by 61% year-to-date. Morgan Stanley discussed the firm on May 20th […]