Notícias

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.

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.

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...

Investors are growing increasingly concerned about AI-powered threats.

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 […]

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.

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:

The cybersecurity company reported a significant insider sale as shares head towards a 52-week high.

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.

The S&P 500 Index ($SPX ) (SPY ) is down by -0.83% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.53%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -1.39%. E-mini S&P futures (ESU26 ) are down -0.80%, and September E-mini...

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.

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.

Weingarten maintains direct ownership of 1.8 million shares valued at $35 million following a non-discretionary sale tied to restricted stock unit vesting.

The AI-powered cybersecurity company reported a notable insider stock sale.

Palo Alto Networks' XSIAM ARR surges 70% in fiscal 2026 as platform adoption, multi-module use and AI security demand fuel growth.

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...