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The popular view of CrowdStrike (CRWD) is that AI has made a fast-growing security company grow even faster. The stock returned 98% over the past year. The S&P 500 returned 18.5% over the same period. For that view to be right, two things must both be true. The faster growth has to last, and it has to turn into real profit. So far, only the first one clearly holds.
Investors are growing increasingly concerned about AI-powered threats.
A number of stocks jumped in the afternoon session after Treasury yields retreated below 5% and oil prices declined, sparking a recovery across growth-oriented equities following the Federal Reserve's interest rate increase.
The cybersecurity company reported a significant insider sale as shares head towards a 52-week high.
CrowdStrike (CRWD) stock rose about 97% over the past year, against 18% for the S&P 500, as growth in the recurring revenue it adds each quarter sped up. Management was forecasting that speed-up by March 2025 and named one mechanism: Falcon Flex customers using up their contracts early and coming back for more. The direction was public. The size of the fiscal 2027 speed-up was not.
Palo Alto Networks' XSIAM ARR surges 70% in fiscal 2026 as platform adoption, multi-module use and AI security demand fuel growth.
SentinelOne (NYSE:S) delivered a clean beat-and-raise this quarter, yet Wall Street had mixed opinions. The stock fell more than 8% in the afternoon session after posting its second-quarter 2027 numbers, with analysts having differing opinions on the stock’s trajectory. Three months ago, the company missed top-line expectations, making this quarter an opportunity to make up […]
The cybersecurity stock fell despite strong fiscal Q2 results.
S's Q2 fiscal 2027 results beat estimates as platform adoption, upmarket wins and operating leverage drive growth and a raised full-year outlook.
SentinelOne (NYSE:S) delivered a revenue beat and a record operating margin, yet a trimmed full-year profit outlook is what investors focused on Friday morning. The reaction pulled the broader cybersecurity group lower even as the S&P 500 held steady, a rare split between a specific-name catalyst and the broad market. SentinelOne stock is down 8% […]
SentinelOne (S) stock has been moving alongside a broader rally in cybersecurity companies, as investors respond to strong earnings from peers and reassess spending on security software across the sector. Over the past year, SentinelOne has seen strong share price momentum, with a 1 month share price return of 23.8% and a year to date share price return of 55.1%. The 1 year total shareholder return of 29% and 3 year total shareholder return of 36.6% point to gains that contrast with a 5 year...
The S&P 500 Index ($SPX ) (SPY ) is up by +0.39% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.08%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.84%. E-mini S&P futures (ESU26 ) are up +0.30%, and September E-mini...
SentinelOne has had a nice run, but is that enough to make it a buy before the earnings release?
SentinelOne (S) has been in focus after unveiling new AI security partnerships with ConnectWise and Amazon Web Services, alongside fresh autonomous response features. This has raised questions about how these moves align with the current stock performance. See our latest analysis for SentinelOne. These new SentinelOne alliances and AI features have arrived as momentum in the stock has been building, with a 30 day share price return of 20.16% and a year to date share price return of 46.17%...
Investors backed AI-driven growth across infrastructure, cybersecurity, and cloud software sectors.
FTNT, OKTA, S and ZS are well-positioned as rising enterprise AI adoption drives demand for AI security, identity protection and Zero Trust solutions.
FTNT, OKTA and S are poised to benefit as rising agentic AI adoption drives demand for AI security, identity protection and threat detection.
A number of stocks jumped in the afternoon session after U.S. and international security agencies issued a joint warning about Russian state-sponsored cyber threats targeting critical infrastructure.
Shares of Palo Alto Networks (NASDAQ:PANW) are climbing again Thursday, up 5% in midday trading to $337 as the broader cybersecurity sector rebounds. The move caps a powerful rally that has Palo Alto Networks stock up 28% over the past month, making it the standout of the group. The rally extends across the sector. CrowdStrike ... Palo Alto Just Soared 28% in a Month. Should Investors Take Profits and Rotate Into CrowdStrike or Fortinet?
In early July 2026, Scotiabank upgraded SentinelOne to Outperform, citing confidence in the company’s AI-native cybersecurity platform and exposure to rising security spending, while the CFO and president executed issuer-driven sell-to-cover stock sales tied to RSU vesting. The combination of an analyst upgrade focused on SentinelOne’s AI capabilities and insider sell-to-cover activity highlights how the market is weighing product positioning against routine equity compensation mechanics...
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.
The AI neocloud provider, which specializes in hosting open source models, last raised at a $3.3 billion valuation in early 2025.
Okta benefits from identity security demand, 20,000+ customers, and AI offerings, but SentinelOne stands out for faster growth and platform momentum.
Palo Alto Networks is expanding its AI security platform through partnerships that enhance cyber protection and target regulated industries.
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