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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.
On August 31, CrowdStrike Holdings, Inc. (NASDAQ:CRWD) announced a major collaboration with Snowflake Inc. (NYSE:SNOW) to bring its AI-native Falcon platform to the Snowflake Marketplace. Under the agreement, joint enterprise customers can apply pre-committed Snowflake capacity toward Falcon subscriptions via Snowflake’s Marketplace Capacity Drawdown (MCD) program. Beyond simplified procurement, the partnership establishes deep data interoperability: […]
CorpGov hosted the second LA CorpGov Forum on Sept. 18, 2026, at The Huntington Library in San Marino, California. This event brought together members of the financial community from both LA and beyond in panels focused on the finance of entertainment and media, sports, along with capital markets and shareholder activism. Panel: Keynote Fireside: Business […] The post Keynote Fireside: Business and Governance in LA: 2nd LA CorpGov Forum appeared first on CorpGov.
BlackBerry (BB) raised its full-year outlook on Thursday as the company's fiscal second-quarter resu
CorpGov hosted the second LA CorpGov Forum on Sept. 18, 2026, at The Huntington Library in San Marino, California. This event brought together members of the financial community from both LA and beyond in panels focused on the finance of entertainment and media, sports, along with capital markets and shareholder activism. Panel: Venture Capital and […] The post Venture Capital and PE: A California Perspective on Governance: 2nd LA CorpGov Forum appeared first on CorpGov.
Palantir is posting revenue growth that most software companies only dream about, while somehow staying GAAP-profitable, but the valuation number sitting above it all raises a question that every serious investor needs to answer before buying.
CrowdStrike trades at a premium valuation despite lingering reputational damage, while Figma's growth outpaces profitability by a wide margin.
CrowdStrike's Next-Gen SIEM ARR surpasses $695 million, as platform adoption and tool consolidation drive larger security deals.
The Morning Bull - US Market Morning Update Thursday, Sep, 24 2026 US market futures are pointing slightly higher this morning, with E-mini S&P 500 contracts up 0.1%. The main fuel is stronger European activity data. The Eurozone Composite PMI sits at 53.1, a three and a half year high that signals businesses are busier, which can support global demand for US manufacturers and tech suppliers. At the same time, higher input costs across Europe and the UK, driven by fuel and wider energy...
Shares of cybersecurity platform provider CrowdStrike (NASDAQ:CRWD) jumped 4.5% in the afternoon session as it broke out to a fresh 52-week high, extending a multi-session rally.
President Donald Trump has called artificial-intelligence safety fears a “hoax.” The president’s latest financial disclosure for July shows his portfolio bought stocks of cybersecurity companies, which address the growing need for protection as AI keeps developing. Both the White House and the Trump Organization said Trump’s stock and bond portfolio is independently managed by third-party financial institutions.
Stocks declined as the tone on Wall Street shifted away from risk amid mounting geopolitical uncertainties. The downturn marked a breather from the recent tech stock rally. The tech-heavy Nasdaq Composite dove 1%, pulling back from the record high it set the session prior.
While mega-cap tech names slide Wednesday morning, a tight cluster of cybersecurity stocks is breaking away from the pack in a move that has nothing to do with company earnings and everything to do with where investors are hiding.
Jensen Huang recently described software vendor CrowdStrike as Nvidia's top cybersecurity partner.
The average brokerage recommendation (ABR) for CrowdStrike (CRWD) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?
AI-related security threats could fuel long-term demand for cybersecurity firms like CrowdStrike.
A rival's model-flexible subscription reaches into exposure management around CrowdStrike's $5.84 billion recurring base.
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.
Palantir trades at a lower earnings multiple despite higher revenue valuation, while CrowdStrike battles reputational headwinds and profitability challenges.
FTNT shares hit a 52-week high as platform demand accelerates, with AI security expansion and raised 2026 guidance adding momentum.
Recently, Zacks.com users have been paying close attention to CrowdStrike (CRWD). This makes it worthwhile to examine what the stock has in store.
Wedbush Securities' vice president of TMT Equity Research, Steven Wahrhaftig, joins Yahoo Finance's Ines Ferré to discuss key cybersecurity stocks, including CrowdStrike (CRWD) and Palo Alto Networks (PANW), that could be worth considering for investors following recent breaches such as the OpenAI-Hugging Face hack.
Security spending keeps climbing as data breach costs hit record highs.
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. The benchmark 10-year Treasury yield fell roughly 3 basis points to 4.97%, slipping below the 5% threshold, according to CNBC. A retreat in bond yields provides relief for enterprise software equities, whose valuations are anchored by cash flows projected years into the future. Separately, attention turned to the U.S.–Chin
Markets are racing to fresh highs while many stocks quietly struggle, which creates a strange mix of euphoria and fragility that investors cannot ignore. Narrow leadership in big tech and communication names can quickly reward or punish anyone chasing the rally late. This article walks through three large U.S. growth stocks that are closely tied to the latest news shock and explains how that exposure could help or hurt your portfolio from here. The three stocks that follow are only a sample...
CrowdStrike's Fal.Con 2026 delivered record attendance and above-consensus fiscal 2028 guidance, but the valuation remains a concern for investors.
It wasn't just Nasdaq today. A handful of large stocks also closed at their highest levels ever. Here are some notable names with market caps above $10 billion that are sitting at all-time highs today.
Cybersecurity stocks are extending last week’s advance into Monday’s midday session, and the leaders today are identity and endpoint names rather than the network security franchise. CrowdStrike Holdings (NASDAQ:CRWD) stock is up 4.02% to $247.20, running well ahead of the sector fund and the broader technology benchmark. Also gaining, Okta (NASDAQ:OKTA) shares are climbing 4.05% […]
CRWD's record Falcon Flex adoption, repeat expansions and larger deals are boosting ARR, with management raising its fiscal 2027 outlook.
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