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Investing.com -- The software sector is catching a major tailwind today, fueled by a noticeable rotation out of semiconductor stocks and into high-growth enterprise tech. Microsoft’s (NASDAQ: MSFT) strong pre-market rally—driven by a massive $90 billion Q4 print and 43% Azure growth—has ignited a broader bid across the iShares Expanded Tech-Software Sector ETF.
CrowdStrike’s is set to report Q2 earnings, and analysts are expecting EPS growth and continued long-term earnings expansion.
Cybersecurity stocks' lofty valuations warrant caution ahead of upcoming quarterly results, especial
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.
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.
On June 25, 2026, BlackBerry reported impressive earnings, driven by its booming QNX unit.
Chewy (NYSE:CHWY) reported first-quarter fiscal 2026 results that showed continued sales growth, higher profitability and strong free cash flow, while management lowered its full-year sales outlook to account for a softer consumer environment in the pet category. Chief Executive Officer Sumit Singh
Volatility was the operative word to describe the latest round of cybersecurity earnings. See who skyrocketed, and who got markets knocked down a peg.
Morningstar called AVGO one of its top tech picks, forecasting nearly $200 billion in AI revenue by fiscal 2028.
A strong quarter and its first stock split as a public company weren't enough to satisfy a stock priced for perfection.
CrowdStrike stock fell after beating earnings and raising guidance. Here's why investors may see the post-earnings selloff as a buying opportunity
CrowdStrike Sees Exploding AI Security Demand After Strong Quarter
Shares of CrowdStrike (NASDAQ:CRWD) are down 8% in early Thursday trading, changing hands near $679 after Wednesday’s close of $747.61. The move marks the cybersecurity leader’s worst single-day drop in about 22 months, despite a fiscal Q1 2027 earnings beat and a raised outlook. Cybersecurity peer Palo Alto Networks (NASDAQ:PANW) is dipping modestly in sympathy, ... CrowdStrike Sinks 9% as Earnings Beat Falls Short of Lofty Expectations, Weighing on Palo Alto Networks
US stocks were expected to head in different directions on Thursday morning, as oil prices retreat but tech earnings overnight disappointed investors. Dow Jones futures were called 0.8% higher, but the S&P 500 was off 0.4% and Nasdaq futures were down 1.3%. The latter pair were...
The cybersecurity company beat Wall Street estimates and lifted its full-year guidance, but investors sent the stock down roughly 11%
CrowdStrike (NASDAQ:CRWD) delivered better-than-expected results for the first quarter of fiscal 2027, driven by accelerating demand for AI-powered cybersecurity solutions. The company reported record growth in annual recurring revenue (ARR), strong cash generation and improved profitability, leading management to raise its outlook for the full year and approve a four-for-one stock split.
CRWD's Q1 FY27 call touts AI as a cybersecurity tailwind after a beat, lifts net new ARR outlook by $50M+, and announces a 4-for-1 split.
CrowdStrike Holdings Inc (CRWD) reports robust financial performance with significant ARR growth and announces a four-for-one stock split to enhance investor accessibility.
With me on the call are George R. Kurtz, chief executive officer and founder of CrowdStrike, and Burt W. Podbere, chief financial officer. For us, AI adoption is not a nice to have it is an existential imperative across every geography, and vertical.
CrowdStrike delivers a strong Q1 beat on earnings and revenue, announces a 4-for-1 stock split.
CrowdStrike stock fell amid Q1 earnings and revenue that edged by consensus estimates. The company announced a four-for-one stock split.
CrowdStrike Holdings stock was falling late Wednesday despite better-than-expected first-quarter results from the cybersecurity company. CrowdStrike reported adjusted earnings of $1.10 a share on revenue of $1.39 billion. “In Q1, the worlds of cybersecurity and frontier AI collided: this was the Mythos moment,” CEO George Kurtz said in the earnings release.
Just two months ago, software stocks were one of the market’s biggest disappointments. Today, they are among its strongest performers. Speaking on CNBC’s Options Action, options reporter Oliver Renick highlighted the dramatic reversal underway across the software sector, noting that the group has gone from a steep early-year selloff to positive returns for 2026. “Software is officially ... Software Rallies 40% From April Lows as CrowdStrike Earnings Loom
CrowdStrike is set to report earnings Wednesday afternoon, with the stock seen potentially extending its record rally following the results.
Cybersecurity platform provider CrowdStrike (NASDAQ:CRWD) will be reporting earnings this Wednesday afternoon. Here’s what to look for.