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On Sept. 24, 2026, the security software maker beat Q2 estimates and raised its full-year outlook, citing automotive design wins and 26% revenue growth.
Nvidia's most recent earnings and guidance blew past expectations and set up another stellar year for anything AI-related.
Zscaler posted a clean earnings beat and still sent the whole cybersecurity sector into retreat, raising an uncomfortable question about whether even the strongest growth numbers can justify where these stocks are priced right now.
The cybersecurity company posted adjusted earnings of $1.19 a share on revenue of $898.2 million, beating Wall Street expectations.
Adjusted earnings per share were $1.02, up from 95 cents last year, ahead of Wall Street projections of 98 cents.
The Dow Jones and Nasdaq 100 fell below their 50-day lines as oil prices jumped. Dell, Palo Alto and Credo were earnings movers late.
Palo Alto Networks is scheduled to report its fourth-quarter earnings following a volatile year for its stock price.
Yahoo Finance's Josh Lipton takes a closer look at the top stories for investors to watch on Tuesday, Sept. 1, including John Ternus's first day as Apple (AAPL) CEO, quarterly earnings from Dell (DELL) and Palo Alto Networks (PANW), and July's Job Openings and Labor Turnover Survey (JOLTS).
Net new ARR hit $333 million, accelerating 51% as AI security demand surges.
Following historic performance, here’s what could happen to CRWD shares next.
Shares of Elastic jump after the software developer beats analysts’ earnings target and hikes its guidance.
Software and semiconductor stocks are high-flying in morning trading on the backs of stellar Salesforce, Crowdstrike and Nvidia earnings Wednesday. Salesforce is up more than 20%. The software giant said it was deepening its partnership with Anthropic, boosting investor confidence in its ability to integrate AI into its software.
CrowdStrike lifts its fiscal 2027 ARR outlook as Falcon Flex accelerates platform adoption and AI security demand broadens across the business.
Okta and CrowdStrike both crushed earnings, but one stock is surging nearly twice as hard as the other despite posting slower growth and a troubling dip in a key bookings metric.
Nasdaq 100 and S&P 500 futures jumped Thursday as AI-tied shares surged following a blowout earnings report from chipmaking giant Nvidia.
Nvidia stock was surging alongside Salesforce and CrowdStrike. They all delivered impressive earnings in a reminder of the power of incumbents.
(Updates with the stock move in the headline and the first paragraph and weighted average shares in
Stocks looked set to rally on Thursday after chip maker Nvidia’s solid second-quarter earnings helped breathe some life back into the artificial-intelligence trade. S&P 500 futures rose 0.5%. Nasdaq 100 futures jumped 1.
The cybersecurity companies are benefiting from AI adoption that is driving demand for security products.
Cybersecurity leader posts all-time high net new ARR of $333 million, raises FY27 guidance amid surging demand for AI-driven threat protection.
The cybersecurity company has had a monster 2026, up nearly 68% year-to-date. It might be able to keep the streak running after these results.
CrowdStrike stock climbed amid Q2 earnings and revenue that topped estimates while the cybersecurity firm's October quarter guidance came in above views.
Yahoo Finance's Josh Lipton runs down the earnings reports as prices soar for CrowdStrike CRWD) and Okta (OKTA), while HP Inc. (HPQ) stock drops.
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