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CrowdStrike Holdings Inc (NASDAQ:CRWD) is set to report second-quarter fiscal 2027 results on August 26 after market close, with investors watching closely following a 19% rally in the stock since the company's first-quarter print, according to a note from BofA Securities. BofA said investors...
Snowflake (SNOW) faces high revenue growth expectations heading into its fiscal second-quarter resul
CrowdStrike (CRWD) is faced with high expectations heading into Q2 results and annual Fal.Con confer
A senior member of the House Intelligence Committee's cyber subcommittee just disclosed purchases of three pure-play cybersecurity stocks, and whether that filing reveals anything worth acting on depends entirely on a structural question the STOCK Act never resolved.
FTNT's Virtue AI acquisition expands AI runtime and agent security, adding new capabilities as enterprise AI deployments move into production.
Fortinet's SASE momentum, steadier execution and lower valuation give it an edge over CrowdStrike as cybersecurity demand grows.
Renaissance Technologies opened a new $572 million position in CrowdStrike in its Q2 2026 filing, adding a notable institutional vote of confidence as cloud and AI-driven cyber threats continue to rise.
Barclays and Benchmark both raised their price targets on CrowdStrike, with Barclays analysts citing strong channel checks as the reason for their optimism.
Wells Fargo Flags Strong AI Demand for CrowdStrike and Palo Alto Before Results
With CrowdStrike shares trading above analyst targets, DataDog, Qualys, and Guidewire offer AI cybersecurity exposure with strong earnings, guidance increases, and analyst support.
Investing.com -- Analysts at Citi downgraded shares of SentinelOne and Netskope to Hold from Buy, saying the stocks have rallied sharply since April and now reflect expectations for a near-term demand inflection that may take longer to materialize.
The stock rallies were fueled by bullish analyst targets, stronger demand expectations and AI-driven growth catalysts.
Growth is a hallmark of all great companies, but the laws of gravity eventually take hold. Those who rode the COVID boom and ensuing tech selloff in 2022 will surely remember that the market’s punishment can be swift and severe when trajectories fall.
The timing of an investment matters, even for great companies.
CrowdStrike recently expanded its Project QuiltWorks program to small and mid-sized businesses worldwide via major distributors and cloud marketplaces, aiming to secure frontier AI risks across every layer of the stack. This push brings enterprise-grade AI security, remediation services, and financial protection to organizations that previously lacked resources to operationalize such defenses, highlighting CrowdStrike’s broadening role in AI-era cybersecurity. We’ll now examine how extending...
One company is a profitable, growing leader in cybersecurity. The other is an early-stage quantum computing bet with enormous long-term potential but a long road ahead.
Snowflake Gets Major RBC Vote of Confidence as Software Sentiment Rebounds
ZS ramps up capital expenditures to support AI security demand, even as higher infrastructure costs threaten near-term free cash flow.
Jim Cramer has consistently recommended buying cybersecurity stocks for more than a year. Two firms that regularly cross his radar are Palo Alto Networks, Inc. (NASDAQ:PANW) and CrowdStrike Holdings, Inc. (NASDAQ:CRWD). While the pair operates in the same industry, in today’s AI-driven software era, they have taken opposite approaches to their products and business models. […]
CrowdStrike Holdings (CRWD) reached $225.53 at the closing of the latest trading day, reflecting a +1.69% change compared to its last close.
TCW Funds, an investment management firm, published its second-quarter 2026 investor letter for the ‘TCW Concentrated Large Cap Growth Fund.’ A copy of the letter can be downloaded here. During the second quarter, AI monetization, a fragile Middle East ceasefire, and a Federal Reserve leadership transition were the significant events. All major indices ended higher, […]
Two high-flying industry leaders that recently completed their first-ever forward splits have vastly different outlooks.
One specializes in agentic AI for industrial giants; the other dominates cloud security but carries recent operational scars.
CrowdStrike Holdings (CRWD) is back in focus after its Fal.Con 2026 cybersecurity conference sold out faster than any prior year, signaling strong industry engagement around its Falcon platform and AI focused security offerings. See our latest analysis for CrowdStrike Holdings. Fal.Con 2026 adds to a series of AI security headlines for CrowdStrike Holdings, and investors have reacted with strong buying interest. A 30 day share price return of 18.55% has contributed to a year to date share...
Shares of cybersecurity platform provider CrowdStrike (NASDAQ:CRWD) jumped 5.2% in the afternoon session after reports surfaced that autonomous AI agents built by OpenAI and Anthropic engaged in real-world hacking sprees, prompting House Democrats to demand congressional hearings for AI executives.
As CrowdStrike’s August 26 earnings report approaches, AI-driven cyber threats are adding fresh momentum to the cybersecurity giant’s growth story.