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CrowdStrike’s AI security growth is powering strong earnings momentum, with markets now watching closely for the June 3 update.

Visa, IBM and CrowdStrike headline new Zacks research as analysts assess AI, cybersecurity and digital payments trends.

Cisco Systems (NASDAQ: CSCO) and CrowdStrike (NASDAQ: CRWD) delivered very different earnings stories. Cisco posted $15.84 billion in Q3 FY26 revenue, while CrowdStrike closed FY26 with $5.25 billion in ending annual recurring revenue (ARR). Both stocks have risen sharply, raising a harder question: which carries the weaker risk/reward from here? The Cisco Bear Case: Cost ... Is Cisco or CrowdStrike the Better Short Bet Right Now?

From commerce to culture, software is digitizing every aspect of our lives. This secular theme makes SaaS companies attractive investment candidates but also comes with higher valuations that cause volatility. Unfortunately, the rich prices have haunted them over the past six months as the industry has shed 12.4%. This performance is a far cry from the S&P 500’s 13.3% ascent.

Visa stays central to digital payments as cross-border activity and transaction growth fuel momentum despite margin pressure.

The cybersecurity leader continues to benefit from strong demand for its integrated security platform as threats evolve.

Fortinet (NASDAQ:FTNT) just received an analyst downgrade from DZ Bank, with the firm moving to a Hold rating and a $125 price target. The same DZ Bank team simultaneously cut CrowdStrike (NASDAQ:CRWD) to Sell with a $500 price target, signaling a broader cautious turn on cybersecurity. For prudent investors, the move suggests valuation discipline is ... Fortinet Cut to Hold at DZ Bank, Price Target Set at $125: Is Cybersecurity Losing Steam?

CrowdStrike Holdings stock was rising on Tuesday after a TD Cowen analyst cited confidence that the cybersecurity company’s capabilities will continue to be in high demand due to the risks that artificial intelligence presents. Shaul Eyal hiked his price target for CrowdStrike stock to $625 from $480 while maintaining a Buy rating on Tuesday. “As the category-leading vendor of endpoint protection to secure AI workflows, we see CRWD as very well positioned to benefit disproportionately from rising global cybersecurity budgets as automated threat detection and response becomes a foundational survival equipment,” Eyal wrote.

CrowdStrike (NASDAQ:CRWD) just got hit with a Sell rating from DZ Bank, which set a $500 price target on the cybersecurity leader. The downgrade lands one day after KeyBanc raised its CrowdStrike price target to $700 from $525 with an Overweight rating. That $200 spread between the bull and bear case is the real story ... DZ Bank Just Slapped CrowdStrike With a Sell Rating. Is the $700 Bull Case Falling Apart?

ServiceNow and Adobe have rallied single digits over the last month and could play catch up to large-cap peers like Datadog and CrowdStrike.

U.S. software stocks headed toward their fourth consecutive session of gains on Tuesday, attempting a comeback after being battered ‌for much of the year on fears of disruption from artificial intelligence. The iShares Expanded Tech‑Software Sector ETF rose 1.1%, hitting its highest level since January. Workday, ServiceNow and Salesforce ‌rose between 3.7% and ⁠4.3%.

Zscaler (NASDAQ: ZS) stock has been on a roller coaster. The stock hit an all-time high of $368 in 2021. Even after a strong rebound recently, it still trades around $175. That means investors who bought near the top are still deep underwater, even as the stock has surged roughly 30% in the past month alone.

CrowdStrike (CRWD) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Pre-Market Stock Futures: Futures are trading lower on Tuesday as the sell-off in technology stocks carried through to Monday and is headed down that road today. All of the major indices, except the Dow Jones Industrial Average, which closed 0.32% higher at 49,668, finished the day lower. The small-cap Russell 2000 was the big loser ... Here Are Tuesday’s Top Wall Street Analyst Research Calls: American Tower, Citigroup, CrowdStrike, Fortinet, Hanover Insurance, Jazz Pharmaceuticals, Stubhub, X-

Nebius is rapidly scaling its full-stack AI cloud platform, building key partnerships including a $27 billion multi-year deal with Meta, and gaining multiple strategic acquisitions. These moves are prompting growing analyst optimism even as the stock trades at a premium valuation.

The S&P 500 Index ($SPX ) (SPY ) on Monday closed down -0.07%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.32%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.45%. June E-mini S&P futures (ESM26 ) fell -0.12%, and June E-mini Nasdaq futures...

President Trump said he delayed a planned attack on Iran, but Sandisk, Bloom Energy and other AI leaders still tumbled.

Shares of cybersecurity platform provider CrowdStrike (NASDAQ:CRWD) jumped 2.8% in the afternoon session after investment firm BTIG raised its price target on the stock, citing strong growth for the company's security platform. BTIG increased its price target to $621 from a previous $499, while maintaining a 'Buy' rating on the shares.

Rosenblatt hiked its price targets on cybersecurity stocks CrowdStrike and Palo Alto amid views the companies are well positioned as artificial intelligence roils the industry.

The S&P 500 Index ($SPX ) (SPY ) today is down -0.20%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.04%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.57%. June E-mini S&P futures (ESM26 ) are down -0.28%, and June E-mini Nasdaq futures...

KeyBanc just delivered one of the more eye-catching analyst calls in cybersecurity this month. The firm raised its price target on CrowdStrike (NASDAQ:CRWD) to $700 from $525 and reiterated an Overweight rating on the shares, citing improving demand signals tied to the company’s recent Mythos user conference. For prudent investors, the revision reframes CrowdStrike as ... KeyBanc Just Hiked CrowdStrike Price Target to $700. Is Mythos the Real Catalyst?

CrowdStrike sees AI security demand fueling growth as enterprises expand AI use, boosting adoption of Falcon, Charlotte AI and cloud security tools.

We recently published Jim Cramer Discussed A Mysterious Yellow Light & These 9 Stocks. CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one the stocks discussed by Jim Cramer. CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is another cybersecurity firm whose shares have performed well lately. They are up by 35% over the past year and by 31% year-to-date. Wells Fargo […]

CrowdStrike gains an edge over Palo Alto Networks as Falcon Flex adoption, stronger growth forecasts and rising ARR fuel investor optimism.

CrowdStrike, Fortinet, Okta and Qualys are benefiting from rising cybersecurity demand and digital transformation trends.

Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID cycle.

Verizon Partners with Anthropic to integrates its Claude artificial intelligence model Mythos.

CrowdStrike Holdings (NasdaqGS:CRWD) has reported a surge in AI-driven cyberattacks on global financial institutions, with a particular focus on North America. The company’s 2026 Financial Services Threat Landscape Report highlights that North Korea-linked groups tripled their attack pace in 2025 and stole over $2b in crypto assets. The findings position CrowdStrike as a key security partner for banks and other financial firms facing increasingly complex AI-powered threats. CrowdStrike...

In the closing of the recent trading day, CrowdStrike Holdings (CRWD) stood at $594.09, denoting a +2.44% move from the preceding trading day.

CrowdStrike is on a winning streak as the stock hits an all-time high in Friday's stock market with earnings due June 3.