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Databricks on Tuesday said it agreed to buy the ‌startup Panther Labs, as the U.S. ‌data analytics provider pushes deeper into the cybersecurity business. The acquisition, ​Databricks' third in this area, furthers its aim to compete with security management incumbents like CrowdStrike and Cisco's Splunk. Databricks declined to comment on ‌the deal terms.

CrowdStrike stock fell after beating earnings and raising guidance. Here's why investors may see the post-earnings selloff as a buying opportunity

Wall Street's newest stock-split stock has mastered the high-margin add-on sale and offers a laundry list of competitive advantages.

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 delivers a strong Q1 beat on earnings and revenue, announces a 4-for-1 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

Wall Street expects $1.07 non-GAAP EPS and $1.363 billion in revenue

Shares rocketed over 20%, marked by a hefty double beat on revenue and earnings.