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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.
Varonis (VRNS) delivered earnings and revenue surprises of +300.00% and +1.73%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
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
Wrapping up Q1 earnings, we look at the numbers and key takeaways for the cybersecurity stocks, including CrowdStrike (NASDAQ:CRWD) and its peers.
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.
CrowdStrike (CRWD) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
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
CrowdStrike’s first quarter results triggered a sharp negative market reaction, despite the company surpassing Wall Street’s revenue and non-GAAP profit expectations. Management attributed the quarter’s performance to an inflection in AI-related cybersecurity demand, referencing accelerated adoption of AI-driven workloads and new vulnerabilities. CEO George Kurtz described a surge in customer urgency to secure AI deployments, noting the “Mythos moment” as a major catalyst. The company also highl
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.
Broadcom Inc. (NASDAQ:AVGO) was among the stocks Jim Cramer highlighted on Mad Money as he noted that the market has an appetite for stocks. Cramer highlighted the stock’s parabolic move before the quarter, as he said: … The disappointing earnings may not be as crushing as we think. This is not the first time that […]
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) has gained more than 70% in May, and the company recently released strong results for fiscal Q1 2027 on June 3. CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is also one of the Best Performing Stocks in May. During the quarter, the company posted $1.39 billion in revenue, up 26% year-over-year and ahead of […]
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
CrowdStrike Holdings reported strong first‑quarter fiscal 2027 results, swinging to a US$27.77 million profit on revenue of US$1.39 billion, raised its full‑year revenue outlook, and announced a four‑for‑one stock split effective in early July 2026. Beyond the headline numbers, CrowdStrike is deepening its AI push by hiring former NVIDIA engineering leader Dr. Bartley Richardson as Chief AI and Autonomous Systems Officer, aiming to advance “Security AGI” and more autonomous cyber...
Cybersecurity platform provider CrowdStrike (NASDAQ:CRWD) reported Q1 CY2026 results topping the market’s revenue expectations, with sales up 25.6% year on year to $1.39 billion. The company expects next quarter’s revenue to be around $1.44 billion, close to analysts’ estimates. Its non-GAAP profit of $1.10 per share was 3% above analysts’ consensus estimates.
CrowdStrike tops Q1 estimates as ARR growth, strong customer adoption and AI-driven demand boost results and outlook.
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.
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