Two of the world's largest cybersecurity companies report earnings this week, and Wedbush Securities argues the structural backdrop has rarely been more compelling for the sector's dominant platform players. The core argument is counterintuitive but increasingly accepted among security...
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CrowdStrike is set to report earnings Wednesday afternoon, with the stock seen potentially extending its record rally following the results.
CrowdStrike Holdings (CRWD) has drawn investor attention recently, with the stock last closing at US$782.17 and the company reporting annual revenue of US$4.8b alongside a net loss of US$162.5m. See our latest analysis for CrowdStrike Holdings. Recent moves have been sharp, with a 7-day share price return of 17.89% and a 30-day share price return of 71.66%. The 3-year total shareholder return sits at a very large 407.64%, pointing to strong momentum and changing expectations around growth and...
Cybersecurity platform provider CrowdStrike (NASDAQ:CRWD) will be reporting earnings this Wednesday afternoon. Here’s what to look for.
Palo Alto Networks reports earnings Tuesday as the cybersecurity company integrates CyberArk and positions itself to secure AI agents across enterprise networks.
We recently published Jim Cramer Warned About Market Manipulation & Discussed These 22 Stocks. CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the stocks discussed by Jim Cramer. Cybersecurity software provider CrowdStrike Holdings, Inc. (NASDAQ:CRWD)’s shares are up by 55% over the past year and by 61% year-to-date. Morgan Stanley discussed the firm on May 20th […]
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) was among the stocks Jim Cramer was focused on, as he discussed Mad Money’s latest game plan for the week. Cramer noted the stock hitting its all-time high, as he said: After the close, club members beware, we have both Broadcom and CrowdStrike, two very important positions for the Trust. Both […]
Broadcom Inc. (NASDAQ:AVGO) was among the stocks Jim Cramer was focused on, as he discussed Mad Money’s latest game plan for the week. Cramer mentioned the stock during his game plan, as he remarked: After the close, club members beware, we have both Broadcom and CrowdStrike, two very important positions for the Trust. Both hit […]
S&P 500 companies' quarterly earnings growth held steady at nearly 28% compared with financials repo
"A lot of people have said, Jensen, AI is coming. Agentic AI is coming. Therefore, all of the software companies are going to go out of business. I said it's exactly the opposite because there are going to be so many agents.
Software stocks finally seem to have found some footing.
Wall Street expects $1.07 non-GAAP EPS and $1.363 billion in revenue
Samuel Beckett’s absurdist masterpiece, Waiting for Godot, tells the story of two friends who gather next to a barren tree, hoping to meet a man who never actually arrives. Stock markets seem to be having a similar experience over the past few weeks, as reports of an imminent truce agreement between the U.S. and Iran are dangled before them, only to fail to materialize as the two sides exchange fire, argue over text and debate the future of Tehran’s nuclear ambitions. “And in the absence of a definite statement from Iran there is a tendency to downplay comments from the U.S. administration.”
The United States market has experienced a positive trend, with a 1.6% increase over the last week and a substantial 28% rise over the past year, while earnings are projected to grow by 17% annually. In this context, identifying high growth tech stocks involves looking for companies that demonstrate strong potential for future expansion and innovation, aligning with current market optimism.
AI is creating more points of vulnerability for hackers to exploit, which increases the need for robust cybersecurity.
Nvidia CEO Jensen Huang said agentic AI will create opportunities for the company’s software partners, including ServiceNow
Asking for a Trend Host Josh Lipton previews several of the biggest stories to come for the week of June 1, including fresh labor market data and quarterly results from consumer, retail, and AI sectors.
Economic releases this week will spotlight employment—in both the JOLTS and the jobs report—and business purchasing activity. Palo Alto, Dollar General, and Lululemon will close out this earnings season.
Tech bellwethers and rising retail check in this week with fresh financials.
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.