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Why CrowdStrike Stock Got a Big Boost From IBM’s Earnings Warning
Barrons.com29d agoneutral
Why CrowdStrike Stock Got a Big Boost From IBM’s Earnings Warning

A bad day for International Business Machines has turned into great day for CrowdStrike Holdings and other cybersecurity companies. The reason why seems to be a short reference about cybersecurity in a letter to shareholders from IBM CEO Arvind Krishna. Krishna discussed how IBM clients in June shifted quarterly capital spending toward servers, storage, and memory purchases ahead of expected price increases.

IBM’s Earnings Warning Is Great for Crowdstrike Stock
Barrons.com29d agoneutral
IBM’s Earnings Warning Is Great for Crowdstrike Stock

A bad day for International Business Machines has turned into great day for CrowdStrike Holdings and other cybersecurity companies. The reason why seems to be a short reference about cybersecurity in a letter to shareholders from IBM CEO Arvind Krishna. Krishna discussed how IBM clients in June shifted quarterly capital spending toward servers, storage, and memory purchases ahead of expected price increases.

Assessing SentinelOne (S) Valuation After Earnings Update And AI Security Focus
Simply Wall St.69d agoneutral
Assessing SentinelOne (S) Valuation After Earnings Update And AI Security Focus

SentinelOne (S) is back in focus after its latest quarterly earnings, which showed revenue of US$276.66 million, a much smaller net loss, and an 8% workforce reduction aimed at improving operating leverage. See our latest analysis for SentinelOne. SentinelOne’s share price has been volatile around these earnings, with a 1-day share price return of 1.41% after the report, a 7-day share price return down 8.27%, and a 90-day share price return of 16.49%. The 1-year total shareholder return is...

Why This Cybersecurity Stock Is Dropping After Earnings
Barrons.com69d agobearish
Why This Cybersecurity Stock Is Dropping After Earnings

Shares of Netskope declined sharply Thursday after the company reported mixed fiscal 2027 first-quarter earnings, with underwhelming new annual recurring revenue. A slew of Wall Street firms lowered price targets on the cybersecurity company. Netskope stock sank 18% to $10.17 on Thursday, putting it on pace for its largest ever daily percentage decline, according to Dow Jones Market Data.

5 Must-Read Analyst Questions From SentinelOne’s Q1 Earnings Call
StockStory69d agoneutral
5 Must-Read Analyst Questions From SentinelOne’s Q1 Earnings Call

SentinelOne’s first quarter results were met with a sharp negative reaction from the market, reflecting concerns about future growth despite management highlighting the company’s platform momentum. CEO Tomer Weingarten pointed to robust demand for its AI-driven cybersecurity offerings and a record increase in annual recurring revenue, with notable traction in non-endpoint solutions. Management also discussed an accelerated shift in product mix, emphasizing expansion in areas such as AI security

SentinelOne shares slide despite earnings beat as weak outlook weighs
Proactive75d agobullish
SentinelOne shares slide despite earnings beat as weak outlook weighs

SentinelOne Inc. (NYSE: S) shares fell nearly 11% on Friday after the cybersecurity company topped earnings estimates but issued softer-than-expected second-quarter revenue guidance and announced a roughly 8% workforce reduction. The company reported first-quarter fiscal 2027 revenue of...

SentinelOne Q1 Earnings Call Highlights
MarketBeat76d agoneutral
SentinelOne Q1 Earnings Call Highlights

SentinelOne (NYSE:S) reported a stronger start to fiscal 2027, with management pointing to accelerating annual recurring revenue growth, improving profitability and rising demand for AI-related cybersecurity products. Chief Executive Officer Tomer Weingarten said the company delivered “strong reven

SentinelOne (S) Q1 Earnings Top Estimates
Zacks76d agoneutral
SentinelOne (S) Q1 Earnings Top Estimates

SentinelOne (S) delivered earnings and revenue surprises of +100.00% and -0.17%, respectively, for the quarter ended April 2026. Do the numbers hold clues to what lies ahead for the stock?