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Recent filings reveal contrasting revenue patterns and net income margins for two leading cybersecurity players.

A number of stocks jumped in the afternoon session after a two-day wave of AI conviction, sparked by Snowflake's best single-session day on record and extended by Dell's blowout earnings continued to weaken the narrative that weighed on the software sector.

Watch Highlights Video Below: CorpGov hosted the second Princeton CorpGov Forum on May 21, 2026, at The Nassau Inn in Princeton, New Jersey. Speakers featured industry leaders and alumni spanning five decades at Princeton, and topics comprised university endowments, shareholder activism, private equity, venture capital, private and public capital markets, entertainment and the finance of […] The post Highlights: Measuring Risk – AI & Cybersecurity in the Boardroom: 2nd Princeton CorpGov Forum ap

Shares of cybersecurity software provider Rapid7 (NASDAQ:RPD) jumped 12.6% in the afternoon session after the cybersecurity sector rallied following a strong earnings report and upbeat forecast from peer company Okta.

The stock market hit fresh highs on Iran deal hopes. Nvidia, Tesla lead five trillion-dollar titans near buy points.

The S&P 500 Index ($SPX ) (SPY ) on Friday closed up +0.22%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.72%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.36%. June E-mini S&P futures (ESM26 ) rose +0.19%, and June E-mini Nasdaq futures...

Broadcom stock is near highs ahead of earnings, along with other hot tech stocks like Credo Technology and fiber optic leader Ciena.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.21%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.65%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.25%. June E-mini S&P futures (ESM26 ) are up +0.20%, and June E-mini Nasdaq futures...

CRWD heads into Q1 earnings with strong demand for Falcon Flex and AI security adoption, but premium valuation and rising costs remain key concerns.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.41%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.43%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.66%. June E-mini S&P futures (ESM26 ) are up +0.37%, and June E-mini Nasdaq futures...

Wedbush says CrowdStrike is in a "prime position" to benefit

Beyond analysts' top-and-bottom-line estimates for CrowdStrike (CRWD), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended April 2026.

“The Big Short” argued that Adobe’s forward outlook remains stronger than the market assumes, despite fears that AI could disrupt its core creative software business.

Shares of cybersecurity platform provider CrowdStrike (NASDAQ:CRWD) jumped 4.2% in the afternoon session after Snowflake's impressive Q1 results provided clearer evidence that the "SaaSpocalypse", a rolling selloff that had erased approximately $2 trillion from software market values since late 2025 on fears that AI would make subscription software obsolete, had been overstated for platforms sitting at the centre of AI workflows.

Check out the companies making headlines yesterday:

Okta (NASDAQ:OKTA) executives said the identity security company began fiscal 2027 with strong first-quarter momentum, citing large enterprise demand, partner engagement and contributions from newer products, while emphasizing artificial intelligence agents as a major emerging opportunity for the bu

Cybersecurity company SentinelOne forecast second-quarter revenue below analysts' expectations on Thursday and said it would cut ‌about 8% of its workforce as it looks to invest ‌in growth areas such as AI, data and cloud. • SentinelOne faces intense competition from larger rivals such as CrowdStrike and Palo Alto Networks, as well as from Microsoft, which is bundling security ‌features into its products. • ⁠Even as ransomware and nation-state threats boost cybersecurity demand, some corporate clients are tightening their budgets, scrutinizing ⁠deals and extending sales cycles.

<body><p>STORY: "The winners will be software companies that integrate AI into their offerings," said Kampitsis, who sees undervalued opportunities in the space.</p><p>He pointed to cybersecurity names including CrowdStrike and Palo Alto Networks as companies that are integrating AI into their offerings, saying they "represent an opportunity."</p><p>Kampitsis said another "opportunity with upside" was Salesforce, which he called an artificial intelligence company of its own.</p><p>"We think there's a lot of potential upside there for an investor looking to take a chance on a real opportunity," he said.</p><p>Salesforce forecast second-quarter revenue below Wall Street estimates on Wednesday despite a stronger-than-expected first quarter.</p></body>

Cybersecurity stocks get another look from investors.

Cybersecurity stocks like CrowdStrike (CRWD), Palo Alto Networks (PANW), and SailPoint (SAIL) are in focus as Wall Street leans more bullish into the AI trade, especially around cybersecurity applications. Does the software sector still have some fight in it as these 3 stocks have seen big gains over the last month and in 2026? Yahoo Finance Executive Editor Brian Sozzi welcomes a panel consisting of Senior Reporters Brooke DiPalma and Ines Ferré and PNC Asset Management Group CIO Amanda Agati to discuss investor sentiment surrounding the software trade.

Large-cap stocks have the power to shape entire industries thanks to their size and widespread influence. With such vast footprints, however, finding new areas for growth is much harder than for smaller, more agile players.

With a five-year EPS forecast of 29.02%, CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is among the 12 Best Future Stocks to Buy Right Now. On May 21, CrowdStrike Holdings, Inc. (NASDAQ:CRWD) announced a new integration with Claude’s Compliance API, bringing Claude Enterprise and Claude Platform activity into the CrowdStrike Falcon platform to provide centralized visibility, detection, response, and governance […]

Palantir, CrowdStrike, and Alphabet are powerhouses that show the potential for durable growth.

Nutanix (NASDAQ:NTNX) reported fiscal third-quarter results above its guidance ranges, with management pointing to healthy demand for hybrid cloud, application modernization and AI-related offerings, while also warning that server hardware supply constraints and higher prices continue to affect cust

Palo Alto Networks stock and CrowdStrike were slipping after peer Zscaler gave underwhelming guidance but Wall Street is still upbeat on cybersecurity.

A number of stocks fell in the morning session after peer, Zscaler, reported fiscal Q3 2026 earnings the prior evening, which featured a top-and-bottom-line beat but clouded by rising memory, storage, and processor costs, as well as turnover in its sales department.

A number of stocks fell in the morning session after peer, Zscaler, reported fiscal Q3 2026 earnings the prior evening, which featured a top-and-bottom-line beat but clouded by rising memory, storage, and processor costs, as well as turnover in its sales department.

Shares of cybersecurity platform provider CrowdStrike (NASDAQ:CRWD) fell 4% in the morning session after peer, Zscaler, reported fiscal Q3 2026 earnings the prior evening, which featured a top-and-bottom-line beat but clouded by rising memory, storage, and processor costs, as well as turnover in its sales department.

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed up +0.02%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.36%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.09%. June E-mini S&P futures (ESM26 ) rose +0.04%, and June E-mini Nasdaq futures...

Investing.com -- Cybersecurity stocks faced a bruising session on Wednesday as a combination of new competition from Google and a disappointing corporate outlook triggered a broad sector selloff.