Barchart78d agoneutral
As ARR Swells on AI Tailwinds, CrowdStrike Stock Is a Cash Flow MachineWedbush says CrowdStrike is in a "prime position" to benefit
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Zacks78d agoneutral
Curious about CrowdStrike (CRWD) Q1 Performance? Explore Wall Street Estimates for Key MetricsBeyond analysts' top-and-bottom-line estimates for CrowdStrike (CRWD), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended April 2026.
Stocktwits79d agoneutral
Michael Burry Calls Adobe A ‘Fat Pitch’ In Latest Saas Analysis – Backs Firefly And AI Tie-Ups With OpenAI, Google“The Big Short” argued that Adobe’s forward outlook remains stronger than the market assumes, despite fears that AI could disrupt its core creative software business.
StockStory79d agoneutral
Why CrowdStrike (CRWD) Stock Is Trading Up TodayShares of cybersecurity platform provider CrowdStrike (NASDAQ:CRWD) jumped 4.2% in the afternoon session after Snowflake's impressive Q1 results provided clearer evidence that the "SaaSpocalypse", a rolling selloff that had erased approximately $2 trillion from software market values since late 2025 on fears that AI would make subscription software obsolete, had been overstated for platforms sitting at the centre of AI workflows.
StockStory79d agoneutral
Stocks making big moves yesterday: HighPeak Energy, Zscaler, Halliburton, Viasat, and CrowdStrikeCheck out the companies making headlines yesterday:
MarketBeat79d agoneutral
Okta Q1 Earnings Call HighlightsOkta (NASDAQ:OKTA) executives said the identity security company began fiscal 2027 with strong first-quarter momentum, citing large enterprise demand, partner engagement and contributions from newer products, while emphasizing artificial intelligence agents as a major emerging opportunity for the bu
Reuters79d agoneutral
SentinelOne provides tepid quarterly forecast, to cut 8% jobsCybersecurity company SentinelOne forecast second-quarter revenue below analysts' expectations on Thursday and said it would cut about 8% of its workforce as it looks to invest in growth areas such as AI, data and cloud. • SentinelOne faces intense competition from larger rivals such as CrowdStrike and Palo Alto Networks, as well as from Microsoft, which is bundling security features into its products. • Even as ransomware and nation-state threats boost cybersecurity demand, some corporate clients are tightening their budgets, scrutinizing deals and extending sales cycles.
Reuters Videos79d agoneutralVIDEO
CrowdStrike, Salesforce could be AI winners, market expert says<body><p>STORY: "The winners will be software companies that integrate AI into their offerings," said Kampitsis, who sees undervalued opportunities in the space.</p><p>He pointed to cybersecurity names including CrowdStrike and Palo Alto Networks as companies that are integrating AI into their offerings, saying they "represent an opportunity."</p><p>Kampitsis said another "opportunity with upside" was Salesforce, which he called an artificial intelligence company of its own.</p><p>"We think there's a lot of potential upside there for an investor looking to take a chance on a real opportunity," he said.</p><p>Salesforce forecast second-quarter revenue below Wall Street estimates on Wednesday despite a stronger-than-expected first quarter.</p></body>
Yahoo Finance79d agoneutral
Micron and Sandisk aren't the only tech stocks booming — take a look at these 3 cybersecurity playsCybersecurity stocks get another look from investors.
Yahoo Finance Video79d agoneutralVIDEO
Do cybersecurity stocks still have room to run as AI scales up?Cybersecurity stocks like CrowdStrike (CRWD), Palo Alto Networks (PANW), and SailPoint (SAIL) are in focus as Wall Street leans more bullish into the AI trade, especially around cybersecurity applications. Does the software sector still have some fight in it as these 3 stocks have seen big gains over the last month and in 2026? Yahoo Finance Executive Editor Brian Sozzi welcomes a panel consisting of Senior Reporters Brooke DiPalma and Ines Ferré and PNC Asset Management Group CIO Amanda Agati to discuss investor sentiment surrounding the software trade.
StockStory79d agoneutral
1 Large-Cap Stock with Impressive Fundamentals and 2 We Find RiskyLarge-cap stocks have the power to shape entire industries thanks to their size and widespread influence. With such vast footprints, however, finding new areas for growth is much harder than for smaller, more agile players.
Insider Monkey79d agobullish
Why CrowdStrike’s (CRWD) Latest AI Partnership Could Be Strategically ImportantWith a five-year EPS forecast of 29.02%, CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is among the 12 Best Future Stocks to Buy Right Now. On May 21, CrowdStrike Holdings, Inc. (NASDAQ:CRWD) announced a new integration with Claude’s Compliance API, bringing Claude Enterprise and Claude Platform activity into the CrowdStrike Falcon platform to provide centralized visibility, detection, response, and governance […]
Motley Fool80d agoneutral
3 AI Stocks Worth Holding Until You RetirePalantir, CrowdStrike, and Alphabet are powerhouses that show the potential for durable growth.
MarketBeat80d agoneutral
Nutanix Q3 Earnings Call HighlightsNutanix (NASDAQ:NTNX) reported fiscal third-quarter results above its guidance ranges, with management pointing to healthy demand for hybrid cloud, application modernization and AI-related offerings, while also warning that server hardware supply constraints and higher prices continue to affect cust
Barrons.com80d agobearish
Zscaler Shares Tumbled 32%. These 2 Rival Cybersecurity Stocks Look Like Bargains.Palo Alto Networks stock and CrowdStrike were slipping after peer Zscaler gave underwhelming guidance but Wall Street is still upbeat on cybersecurity.
StockStory80d agoneutral
SentinelOne, Tenable, and Qualys Shares Plummet, What You Need To KnowA number of stocks fell in the morning session after peer, Zscaler, reported fiscal Q3 2026 earnings the prior evening, which featured a top-and-bottom-line beat but clouded by rising memory, storage, and processor costs, as well as turnover in its sales department.
StockStory80d agoneutral
Okta and Palo Alto Networks Shares Plummet, What You Need To KnowA number of stocks fell in the morning session after peer, Zscaler, reported fiscal Q3 2026 earnings the prior evening, which featured a top-and-bottom-line beat but clouded by rising memory, storage, and processor costs, as well as turnover in its sales department.
StockStory80d agoneutral
Why CrowdStrike (CRWD) Shares Are Trading Lower TodayShares of cybersecurity platform provider CrowdStrike (NASDAQ:CRWD) fell 4% in the morning session after peer, Zscaler, reported fiscal Q3 2026 earnings the prior evening, which featured a top-and-bottom-line beat but clouded by rising memory, storage, and processor costs, as well as turnover in its sales department.
Barchart80d agoneutral
Stocks Settle Mixed on Conflicting US-Iran SignalsThe S&P 500 Index ($SPX ) (SPY ) on Wednesday closed up +0.02%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.36%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.09%. June E-mini S&P futures (ESM26 ) rose +0.04%, and June E-mini Nasdaq futures...
Investing.com80d agobearish
Crybersecurity stocks fall amid Google AI security platform launch, Zscaler guideInvesting.com -- Cybersecurity stocks faced a bruising session on Wednesday as a combination of new competition from Google and a disappointing corporate outlook triggered a broad sector selloff.
GuruFocus.com80d agoneutral
Palo Alto, CrowdStrike emerge as top AI cybersecurity winnersAI could ignite the next big rally in cybersecurity stocks, Wedbush says
Barchart80d agoneutral
Stocks Mixed Awaiting Fresh Iran NewsThe S&P 500 Index ($SPX ) (SPY ) today is down -0.07%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.54%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.44%. June E-mini S&P futures (ESM26 ) are down -0.07%, and June E-mini Nasdaq futures...
Barrons.com80d agobearish
Palo Alto and CrowdStrike Stocks Fall on Cybersecurity Gloom. That’s an Opportunity.Palo Alto Networks stock and CrowdStrike were slipping after peer Zscaler gave underwhelming guidance but Wall Street is still upbeat on cybersecurity.
Barchart80d agoneutral
Stocks Pressured by Weakness in Energy Producers and Cybersecurity StocksThe S&P 500 Index ($SPX ) (SPY ) today is down -0.05%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.23%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.15%. June E-mini S&P futures (ESM26 ) are down -0.05%, and June E-mini Nasdaq futures...
Proactive80d agoneutral
Nasdaq tech stocks set to lead ahead of Salesforce and Marvell earningsWall Street’s technology stocks looked set to lead markets higher again on Wednesday as investors piled further into the artificial intelligence trade and global equity benchmarks hit fresh record highs. Futures for the Nasdaq 100 were up 0.6% ahead of the opening bell, while contracts for...
Insider Monkey81d agoneutral
CrowdStrike Holdings (CRWD) Launches New Integration with Claude Compliance APICrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the 10 Best Cybersecurity Stocks to Buy According to Short Sellers. On May 21, the company announced a new integration with Claude’s Compliance API aimed at delivering visibility and monitoring for Claude Activity. In a statement, the company said the new integration brings Claude Enterprise and Claude Platform […]
Proactive81d agobullish
FTSE 100 Live: Global markets hit record highs, London mixed as Iran deal awaitedFTSE 100 up 13 points at 10,505 Asian and US tech stocks drive new global markets to all-time highs Energy prices and govt bonds ease on Iran optimism UK energy price cap to rise 13% to two-year high 4.10pm: Consumer gainers offset by oil and utilities falls The FTSE 100 is just...
Zacks81d agobullish
Top Cybersecurity Stocks to Buy as AI-Driven Demand Fuels GrowthCybersecurity companies embedding AI into their security platforms are positioned for long-term growth amid intensifying cyberattacks.
Zacks81d agoneutral
Can Rising Re-Flex Deals Accelerate CrowdStrike's ARR Growth?CRWD's re-Flex momentum is accelerating ARR growth as customers expand Falcon adoption and increase spending across modules.