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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

CrowdStrike shares slid 11% in Thursday's premarket trading after the cybersecurity firm's annual recurring revenue (ARR) growth failed ‌to impress investors expecting a boost from AI investments. The stock ‌had rallied 60% in May. CrowdStrike's ARR grew 22% year-over-year to $4.44 billion, of which $193.8 million ​of net new ARR was added in the first quarter.

Palo Alto Networks, a Barron’s stock pick, dropped after earnings—a rare occurrence recently. The cybersecurity software stock, which we recommended in late April on the basis that it would weather the artificial intelligence storm, dropped 5.6% Wednesday. Palo Alto, too, is seeing some profit-taking.

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.

All three major US stock indexes were down late-morning Wednesday, as oil prices and US Treasury yie

On this episode of Stock Movers with John Tucker: - Macy's (M) shares are on the move after it lifted its sales outlook for the year, a sign that the company's focus on growing its luxury business and improving its assortment is paying off. - GameStop (GME) shares are climbing after the video-game retailer reported a record quarterly profit driven by its collectibles business. Sales overall climbed 14% to $835.3 million. Net income of $389.6 million was the highest ever for a quarter in the company's history, GameStop said in a regulatory filing Tuesday. - Palo Alto (PANW) shares are dropping as the security software company reported results following a 61% year-to-date rally. The company reported third-quarter results that beat the average analyst expectation and raised its full-year forecast for key metrics, but failed to meet elevated buyside expectations.

Palo Alto Networks (NASDAQ:PANW) delivered stronger-than-expected fiscal third-quarter 2026 results and increased its full-year earnings guidance, supported by growing demand for artificial intelligence-focused cybersecurity products and the integration of recently acquired businesses. Despite the earnings beat and improved outlook, the stock reversed early gains and was down 4.

Software stocks have rebounded from a punishing selloff as investors are betting that AI may boost the sector rather than leaving it for dead. Now investors are flocking to firms they see succeeding at integrating AI and adjusting price models by charging clients based on actual usage – while steering clear of firms that are too dependent on traditional pricing, ​which involves subscription fees based on headcount. "While AI is causing massive disruption, it is remapping the industry rather than destroying it," said Daniel Morgan, portfolio manager at Synovus Trust in Atlanta.

Palo Alto Networks Inc (PANW) reports a stellar Q3 with 60% growth in Next Generation Security ARR and significant advancements in AI-driven network security solutions.

Moby summary of Palo Alto Networks, Inc.'s Q3 2026 earnings call

Palo Alto Networks (NASDAQ:PANW) reported what executives described as a record fiscal third quarter, with results exceeding guidance across key metrics as the company cited stronger organic bookings, momentum from its platformization strategy and rising demand tied to artificial intelligence securi

Hamza Fodderwala: I am Hamza Fodderwala, Senior Vice President of Investor Relations and Strategic Finance. With me on today's call to discuss our fiscal third quarter results are Nikesh Arora, our Chairman and Chief Executive Officer and Dipak Golechha, our chief financial officer, Following our prepared remarks, Lee Klarich, our chief product and technology officer and board member, will join us for the question and answer portion. While there, please click on the link for quarterly results to find the Q3 26 supplemental financials information and Q3 26 earnings presentation, During the course of today's call, we will be making forward looking statements and projections regarding the company's business operations, and financial performance as well as the company's recent acquisitions.

While the top- and bottom-line numbers for Palo Alto (PANW) give a sense of how the business performed in the quarter ended April 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

The stock market hit new highs amid a win streak. AI and metals led while Google tested support. Palo Alto jumped late on earnings.

Investing.com -- Cybersecurity giant Palo Alto Networks reported upbeat fiscal third-quarter 2026 results, driven by surging demand for AI-focused security solutions and contributions from recent acquisitions.

Palo Alto Networks raised its annual revenue and profit ‌forecast on Tuesday, as enterprises increased ‌spending on cloud, identity and AI-driven cybersecurity products ​amid a rising threat landscape, sending shares up 7.4% in extended trading. Here are some details on the results: • Santa Clara, ‌California-based Palo Alto ⁠expects revenue of $11.415 billion to $11.425 billion for fiscal 2026, above ⁠its prior projection of $11.28 billion to $11.31 billion. AI has emerged as a major growth ​driver for ​the company, ​with rising AI-driven cyber ‌threats expected to accelerate enterprise cybersecurity spending and strengthen demand for platform-based vendors such as Palo Alto Networks.

Palo Alto stock popped amid fiscal Q3 earnings and revenue that beat Wall Street targets as key financial metrics also topped expectations.

Palo Alto Networks Inc (NYSE:PANW, XETRA:5AP) shares rose more than 10% in after-hours trading on Tuesday after the cybersecurity company reported fiscal third quarter results that exceeded Wall Street expectations and issued stronger-than-expected earnings guidance for the current...

Chief Executive Officer Nikesh Arora said the results should demonstrate that fears of a so-called “SaaS-Pocalypse,” in which AI-native firms will come to displace legacy software incumbents, are misplaced as applied to the cybersecurity industry.

(Bloomberg) -- Shareholders at Palo Alto Networks Inc. have a recurring beef with the company over how much it pays the chief executive officer and other senior leaders. Most Read from BloombergRussia Finance Officials Tell Putin War Spending Is UnaffordableCanada Dips Into Technical Recession for First Time Since 2020Alphabet to Raise $80 Billion in Equity for AI SpendingAndrew Left Found Guilty in Case That Spooked Short SellersUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedA ma

CrowdStrike is set to report earnings Wednesday afternoon, with the stock seen potentially extending its record rally following the results.

Broadcom is set to be the final semiconductor giant to report earnings for the quarter, as a historic rally in chipmaker stocks shows little signs of abating. Investors will also watch Friday’s jobs report—one of the first major economic indicators that will inform the Federal Reserve under its new chairman, Kevin Warsh.

Palo Alto Networks reports earnings Tuesday as the cybersecurity company integrates CyberArk and positions itself to secure AI agents across enterprise networks.

The Dow Jones Industrial Average added 0.1% while the S&P 500 was up 0.3% and the Nasdaq Composite gained 0.4%. The tail end of a robust first-quarter earnings season, ongoing artificial intelligence strength, and inflation figures roughly in line with expectations were enough to push equities higher today—familiar trends that have helped push the Nasdaq to its best two-month stretch in decades.

(Article updated to include consolidated revenue figures in the fourth paragraph, as confirmed by Op

S&P 500 companies' quarterly earnings growth held steady at nearly 28% compared with financials repo

Palo Alto Networks Inc. (NASDAQ:PANW) is one of the best future tech stocks to buy according to billionaires. On May 29, Palo Alto Networks officially closed its acquisition of Portkey, a leader in AI Gateway technology. The move is designed to enhance the capabilities of the Prisma AIRS security platform, providing a centralized control plane […]

Broadcom is set to be the final semiconductor giant to report earnings for the quarter, as a historic rally in chipmaker stocks shows little signs of abating. Investors will also watch Friday’s jobs report—one of the first major economic indicators that will inform the Federal Reserve under its new chairman, Kevin Warsh.

Cybersecurity platform provider Palo Alto Networks (NASDAQ:PANW) will be reporting results this Tuesday after market close. Here’s what to expect.

Markets face a big week focused almost entirely on labor market assessment as comprehensive employment data builds toward Friday's May jobs report at 8:30am that will provide crucial insights into whether the labor market is stabilizing or continuing to deteriorate.