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CrowdStrike's Next-Gen SIEM ARR surpasses $695 million, as platform adoption and tool consolidation drive larger security deals.

Palo Alto Networks' Prisma AIRS tops $100 million in ARR, with rapid customer adoption highlighting growing enterprise AI security demand.

The AI-powered cybersecurity company's hypergrowth days are over.

A number of stocks jumped in the afternoon session after falling Treasury yields eased pressure on software stocks as signs of cooler U.S.–China tensions lifted risk appetite.

CRWD's record Falcon Flex adoption, repeat expansions and larger deals are boosting ARR, with management raising its fiscal 2027 outlook.

The S&P 500 Index ($SPX ) (SPY ) is up by +0.61% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.17%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.33%. December E-mini S&P futures (ESZ26 ) are up +0.70%, and December E-mini...

This cybersecurity stock is on a historic run fueled by the AI boom, forcing investors to evaluate whether the growth engine has enough fuel left to justify its expanding multiple.

The S&P 500 Index ($SPX ) (SPY ) is down by -0.11% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.39%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.09%. December E-mini S&P futures (ESZ26 ) are down -0.15%, and December E-mini...

SentinelOne has enjoyed a strong rebound in recent years, yet over a 5 year stretch long term holders are still looking at a deep drawdown. With the stock now trading around US$23.19 and sentiment lifted by its role in AI security, the live question is whether that price can be supported by the cash flows the business is expected to generate. Over 5 years the share price return is down 61.9%, which puts the focus squarely on whether the current valuation is now more closely aligned with what...

Starting the lightning round on September 14, when a caller inquired about SentinelOne, Inc. (NYSE:S), Mad Money host Jim Cramer remarked: No, look, I think you don’t need, look, my Charitable Trust owns both Palo Alto and CrowdStrike. It’s already too many. I think either one of those two is superior to letter S. The […]

Lyft downgraded, Trip.com upgraded: Wall Street's top analyst calls

SentinelOne (NYSE:S) expanded its Wayfinder Frontier AI Services by integrating advanced OpenAI cyber models into its security platform. The upgraded suite introduces AI-powered code risk analysis and compromise assessments designed to detect emerging and hard-to-spot threats. Management is positioning the new OpenAI-driven capabilities as a response to rising enterprise demand for adaptable, automated cyber defense. The OpenAI model integration into Wayfinder Frontier only captures part of...

On September 3, SentinelOne (NYSE:S) expanded its Wayfinder Frontier AI Services with new tools built on OpenAI’s latest cyber-focused model, arriving just a week after the company posted a quarter that beat every number management had guided to. Pairing a fresh AI product push with accelerating growth is the kind of combination that gets a […]

Check out the companies making headlines yesterday:

Shares of cybersecurity AI platform provider SentinelOne (NYSE:S) jumped 2.9% in the afternoon session after the company announced it was recognized as an AI Security Platform Leader by analyst firm Latio in its 2026 AI Security Market Report.

CrowdStrike (CRWD) added $333 million of net new annual recurring revenue in fiscal Q2 2027, a record and 51% more than a year earlier. That figure is the case for a stock at its 52-week high, up 117% over the past year. It is also the number to worry about. At 44.5 times sales, the price looks built on that pace, and the company's own guide for fiscal Q3 2027 calls for a slower one.

A number of stocks jumped in the afternoon session after shares of enterprise software and SaaS companies rallied broadly as investors rotated capital out of semiconductor and AI-hardware stocks following calls for an artificial intelligence development slowdown.

CrowdStrike (CRWD) trades at $210.02, roughly double where it stood a year ago while the S&P 500 returned 19.3%, and it sits at about 91% of its 52-week high. The easy read is that the AI security trade has already happened and you are late to it. But its own recurring revenue base points at something steadier than a spike, and the price now assumes that steadiness.

A cash-heavy balance sheet is often a sign of strength, but not always. Some companies avoid debt because they have weak business models, limited expansion opportunities, or inconsistent cash flow.

It announced several new expansions of its software and business partnerships.

In late August 2026, SentinelOne reported second-quarter revenue of US$291.98 million and a net loss of US$93.4 million, raised full-year revenue guidance to US$1.20–US$1.21 billion, and later announced expanded Wayfinder Frontier AI Services powered by OpenAI Daybreak models such as GPT-5.6-Cyber to enhance threat detection and remediation. The integration of frontier AI models like GPT-5.6-Cyber into Wayfinder Frontier AI Services, coupled with human-validated code risk analysis and...

SentinelOne (NYSE:S) expanded its Wayfinder Frontier AI Services with new integrations of OpenAI Daybreak models. The company said the upgraded services are designed to help customers detect complex and novel security threats and automate risk assessments. Wayfinder Frontier AI Services now use the Daybreak models to support more proactive threat hunting and faster remediation workflows for enterprise clients. For readers tracking how AI is reshaping cybersecurity and the infrastructure...

OpenAI launched Daybreak for Frontline Defenders on September 3, committing $1 billion in subsidized Daybreak access, training, technical support and partnerships. Separately, the Daybreak Defense Network now includes more than 35 enterprise products and partner-operated services. Cloudflare is offering invitation-only access to an AI vulnerability-discovery and remediation service built with GPT-5.6 Cyber, while SentinelOne is […]

CrowdStrike's stock has soared past its rivals, but a look at the books shows a very different pecking order. Is the market seeing the future, or just a mirage.

SentinelLABS benchmarked GPT-5.6-Cyber as best in class on malware reverse engineering

Wall Street has set ambitious price targets for the stocks in this article. While this suggests attractive upside potential, it’s important to remain skeptical because analysts face institutional pressures that can sometimes lead to overly optimistic forecasts.

The cybersecurity leader looks expensive on paper, but the price you pay falls sharply on future earnings, if you believe the growth story.

SentinelOne (NYSE:S) reported solid second-quarter performance when it reported on August 27. Despite a clean beat, shares surged down in extended and post-announcement trading, with investors focused instead on a trimmed profit/ EPS outlook for future quarters and high restructuring costs. However, not everyone on Wall Street is pessimistic about SentinelOne’s story. On August 28, […]

A number of stocks fell in the afternoon session after escalating geopolitical tensions in the Middle East and climbing global bond yields dampened investor risk appetite.

CRWD's AIDR ARR nearly triples sequentially in Q2 FY26 as separate pricing, easy deployment and rising AI security needs fuel its growth potential.