News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
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.
Palo Alto (PANW) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Wrapping up Q1 earnings, we look at the numbers and key takeaways for the cybersecurity stocks, including SentinelOne (NYSE:S) and its peers.
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...
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.
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
S beats Q1 earnings estimates with a 100% EPS surprise as ARR growth and a stronger FY2027 outlook drive momentum.
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...
Investing.com -- SentinelOne drew mixed reactions from Wall Street after its fiscal first-quarter results, with Raymond James cutting the cybersecurity company to Market Perform while Bank of America upgraded it to Buy.
SentinelOne Inc (S) reports a 21% revenue increase and outlines strategic initiatives amidst workforce reductions and competitive challenges.
Moby summary of SentinelOne, Inc.'s Q1 2027 earnings call
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) 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?
SentinelOne shares sink after the cybersecurity company announced plans to restructure its business and focus on spending for AI, data, and the cloud.
SentinelOne stock tumbled after the cybersecurity firm reported first quarter earnings that topped estimates while revenue only met expectations.
SentinelOne (NYSE:S) will hand down its first quarter earnings this week, with Jefferies analysts raising their price target on the cybersecurity ahead of the report, citing improving longer-term growth visibility and margin expansion potential. The firm lifted its price target to $24 from...
S heads into Q1 earnings with strong AI security demand, rising ARR and expanding cloud partnerships in focus.