A bad day for International Business Machines has turned into great day for CrowdStrike Holdings and other cybersecurity companies. The reason why seems to be a short reference about cybersecurity in a letter to shareholders from IBM CEO Arvind Krishna. Krishna discussed how IBM clients in June shifted quarterly capital spending toward servers, storage, and memory purchases ahead of expected price increases.
Actualités
Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.30%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.60%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.97%. September E-mini S&P futures (ESU26 ) are up +0.28%, and September E-mini Nasdaq futures...
FEATURE The artificial-intelligence trade appeared to be reignited Tuesday as investors digested a slew of bank earnings reports ahead of the consumer-price index inflation report for June. International Business Machines sank 23% after the company’s preliminary second-quarter adjusted earnings and revenue missed analysts’ targets.
Okta (NASDAQ:OKTA) executives outlined the company’s strategy for securing artificial intelligence agents during a technical session focused on product direction, identity governance and emerging enterprise risks tied to agentic AI. David Bradbury, Okta’s chief security officer, opened the event by
The S&P 500 Index ($SPX ) (SPY ) on Friday closed up +0.42%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.29%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.33%. September E-mini S&P futures (ESU26 ) rose +0.43%, and September E-mini Nasdaq futures...
Technology security firm Okta, Inc. (OKTA) up 50.1% in a year thanks to AI demand, institutional inflows.
Okta (OKTA) closed the most recent trading day at $146.77, moving 1.15% from the previous trading session.
SAIL is betting AI agents and non-human identities can turn identity security into a broader enterprise control layer, though monetization remains early.
SAIL's ARR growth, raised fiscal 2027 outlook and AI identity push support its case, but valuation and SaaS timing keep caution in focus.
SAIL's SaaS ARR growth, AI identity push and migration upside support its expansion, but timing risks keep the near-term setup balanced.
Okta (OKTA) recently dropped from several Russell growth benchmarks, a technical event that can influence index-linked flows and prompts a closer look at how the stock’s recent rally and valuation compare. See our latest analysis for Okta. Okta’s recent removal from several Russell growth benchmarks comes after a sharp upswing in momentum, with a 30 day share price return of 25.2% and a 90 day share price return of 87.3%. The 1 year total shareholder return of 52.6% and 3 year total...
In late June 2026, Okta, Inc. was removed from several Russell growth benchmarks, including the Russell 1000 Growth and Russell Midcap Growth indices. At the same time, an analyst upgrade highlighting Okta’s potential role in artificial intelligence–driven cybersecurity appears to have reshaped investor attention on the company’s growth opportunities. Against this backdrop, we’ll examine how growing enthusiasm for Okta’s AI-related cybersecurity potential is influencing the company’s...
A company delivered its strongest results in a decade, yet its stock price suggests investors are looking right through the good news.
Shares of cybersecurity software provider Rapid7 (NASDAQ:RPD) jumped 10% in the afternoon session after the stock rose amid a broad rally across the cybersecurity sector, lifting shares of many industry players.
Shares of data security company Varonis Systems (NASDAQ:VRNS) jumped 6.3% in the afternoon session after the broader cybersecurity sector rallied following a series of analyst upgrades.
Shares of identity management company Okta (NASDAQ:OKTA) jumped 3.4% in the morning session after Scotiabank upgraded the stock to Outperform from Sector Perform and set a $165 price target.
Shares of major cybersecurity names are rallying in Monday’s midday session. CrowdStrike Holdings (NASDAQ:CRWD) stock is up 5% to $204 and change, leading the group higher. Palo Alto Networks (NASDAQ:PANW) shares are climbing 4% to $363, and Okta (NASDAQ:OKTA) stock is up 4% to $147. The Amplify Cybersecurity ETF (NYSE ARCA:HACK) is also higher, with ... CrowdStrike Surges 5%, Palo Alto and Okta Gain 4% as Cybersecurity Stocks Rally on Analyst Upgrades
CrowdStrike's Falcon Flex adoption is strengthening recurring revenue growth, but premium valuation and slowing sales growth warrant a cautious approach.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.43%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.04%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.17%. September E-mini S&P futures (ESU26 ) are up +0.46%, and September E-mini Nasdaq futures...
Okta (OKTA) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Pre-Market Stock Futures: Futures are trading mixed as we get ready to start the first full week of trading for the third quarter, as traders and investors return from the long 4th of July holiday. With second-quarter earnings starting this week, and with all of the major indices trading at or near all-time highs, you ... Here Are Monday’s Best Wall Street Analyst Research Calls: Agnico Eagle Mines, Datadog, Delta Air Lines, Gilead Sciences, Okta, Pfizer, Regions Financial, T-Mobile, and More
A number of stocks jumped in the afternoon session after Guggenheim's John DiFucci upgraded both Salesforce and ServiceNow to Buy, arguing the AI-disruption fear that gutted the software sector during the year had pushed valuations too low.
Okta (OKTA) closed at $140.46 in the latest trading session, marking a +2.94% move from the prior day.
Okta Inc. (NASDAQ:OKTA) is one of the 10 AI Stocks That Are Surging. During the last few trading sessions, Okta Inc. (NASDAQ:OKTA) has seen positive momentum. On June 9, UBS analyst Roger Boyd raised the firm’s target price on Okta Inc. (NASDAQ:OKTA) to $150 from $115 and maintained a Buy rating. The upward price target […]
A number of stocks jumped in the afternoon session after the United States and Iran agreed to halt their tit-for-tat military exchanges, easing fears of a wider Middle East conflict that had rattled markets over the weekend.
The S&P 500 Index ($SPX ) (SPY ) on Monday closed up +1.18%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.59%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +2.25%. September E-mini S&P futures (ESU26 ) rose +1.20%, and September E-mini Nasdaq futures...
Wrapping up Q1 earnings, we look at the numbers and key takeaways for the cybersecurity stocks, including Okta (NASDAQ:OKTA) and its peers.