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Is the Fortinet Stock Rally Sustainable?
Trefis137d agobullish
Is the Fortinet Stock Rally Sustainable?

Fortinet stock (FTNT) surged to $104 in extended trading following its first quarter 2026 earnings report on May 6, 2026. This "beat and raise" performance saw revenue hit $1.85 billion, representing 20.1% year-over-year growth and surpassing analyst estimates of $1.77 billion. While the market frequently rewards top-line growth, the underlying shift toward AI-driven security suggests a fundamental change in Fortinet's trajectory.

Should CrowdStrike’s AI-driven OverWatch Expansion to Defender Users Require Action From CrowdStrike Holdings (CRWD) Investors?
Simply Wall St.138d agoneutral
Should CrowdStrike’s AI-driven OverWatch Expansion to Defender Users Require Action From CrowdStrike Holdings (CRWD) Investors?

CrowdStrike recently launched Falcon OverWatch for Defender, extending its managed threat hunting to Microsoft Defender customers, while also deepening AI integrations and expanding its Project QuiltWorks coalition to address emerging AI-driven vulnerabilities across enterprise environments. By pairing adversary-intelligence-driven hunting, frontier AI models like Claude Opus 4.7, and new offensive-testing partners such as Armadin, CrowdStrike is positioning its Falcon platform as a central...

BTIG Just Got Bullish on Palo Alto Networks: Price Target Climbs to $216 on Improving Channel Checks
24/7 Wall St.138d agobullish
BTIG Just Got Bullish on Palo Alto Networks: Price Target Climbs to $216 on Improving Channel Checks

One of Wall Street’s top firms just put its stamp of approval on cybersecurity leader Palo Alto Networks (NASDAQ:PANW). On May 6, 2026, BTIG raised its PANW stock price target to $216 from $200 and reiterated a Buy rating, citing a fresh round of channel checks with partners and customer contacts that came back “constructive ... BTIG Just Got Bullish on Palo Alto Networks: Price Target Climbs to $216 on Improving Channel Checks

The Same AI Wave Crushing SaaS Stocks May Be About to Rescue These 3 Names
24/7 Wall St.138d agoneutral
The Same AI Wave Crushing SaaS Stocks May Be About to Rescue These 3 Names

The SaaS-pocalypse has caused quite a violent reset in the valuations of many software stocks. And while the disruptive wave of AI might not yet be done marking down prices across the SaaS scene, I do think that it makes sense to at least check out the prices on merchandise, which some folks might see ... The Same AI Wave Crushing SaaS Stocks May Be About to Rescue These 3 Names

CrowdStrike Gartner Leader Status And QuiltWorks Expansion Deepen AI Security Role
Simply Wall St.138d agoneutral
CrowdStrike Gartner Leader Status And QuiltWorks Expansion Deepen AI Security Role

CrowdStrike Holdings (NasdaqGS:CRWD) is named a Leader in the 2026 Gartner Magic Quadrant for Cyberthreat Intelligence Technologies. The company expands its Project QuiltWorks coalition, adding global partners including Armadin, Cognizant, HCLTech, Infosys, KPMG, NTT DATA, Tata Consultancy Services, and Wipro. Project QuiltWorks focuses on applying frontier AI to cybersecurity risk management across enterprises. CrowdStrike, known for its Falcon platform and focus on AI-powered...

These 2 Cybersecurity Stocks Are Poised to Ride the AI Wave Higher, Says Barclays
TipRanks139d agoneutral
These 2 Cybersecurity Stocks Are Poised to Ride the AI Wave Higher, Says Barclays

The rapid spread of AI has been the main driver of the tech industry over the past several years. Recently, the big headlines have revolved around its impact on the software segment – as enterprise customers adopt AI tools, they may begin doing in-house what they previously purchased from software providers.Claim 55% Off TipRanksUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Discover top-performing stock ideas and upgrade to a portfolio of market leaders

Rubrik, Inc. (RBRK) Lands in the ‘AI Winners’ Circle
Insider Monkey139d agoneutral
Rubrik, Inc. (RBRK) Lands in the ‘AI Winners’ Circle

Rubrik, Inc. (NYSE:RBRK) is among the best software infrastructure stocks to buy now. On May 1, Patrick O’Neill, an analyst at Wolfe Research, started coverage on Rubrik, Inc. (NYSE:RBRK) with an Outperform rating and a price target of $70. As the analyst told investors, the company finds itself “at the intersection of data and security, […]

Here’s Where CoreWeave Proves the Doubters Wrong Once and For All
24/7 Wall St.139d agoneutral
Here’s Where CoreWeave Proves the Doubters Wrong Once and For All

CoreWeave (NASDAQ: CRWV) reports first-quarter results Thursday after the close. Critics have called the AI cloud provider’s foundation circular financing on shifting sand. A month-long run of contract wins has started to flip that script. Critics Said It Was Built on Sand CoreWeave borrows heavily, buys NVIDIA (NASDAQ:NVDA) GPUs, and rents them to a concentrated ... Here’s Where CoreWeave Proves the Doubters Wrong Once and For All

CrowdStrike (CRWD) Integrates Anthropic’s Claude Opus 4.7 to Enhance Falcon Platform AI Capabilities
Insider Monkey139d agoneutral
CrowdStrike (CRWD) Integrates Anthropic’s Claude Opus 4.7 to Enhance Falcon Platform AI Capabilities

CrowdStrike Holdings Inc. (NASDAQ:CRWD) is one of the best enterprise software stocks to buy right now. On April 30, CrowdStrike announced the integration of Anthropic’s Claude Opus 4.7 across its Falcon platform to enhance AI-driven vulnerability discovery and remediation. As a participant in Anthropic’s Cyber Verification Program, CrowdStrike will use this frontier AI model to […]

Here is why CrowdStrike (CRWD) is Among the 10 AI Stocks with Potential to Rise 1000 Percent
Insider Monkey139d agoneutral
Here is why CrowdStrike (CRWD) is Among the 10 AI Stocks with Potential to Rise 1000 Percent

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the 10 AI Stocks with Potential to Rise 1000 Percent. On April 27, 2026, Mizuho upgraded CrowdStrike Holdings, Inc. (NASDAQ:CRWD) to Outperform from Neutral and raised its price target to $520 from $490. The firm said recent channel checks point to “very healthy” demand across the platform and […]

Jim Cramer Shares CrowdStrike’s (CRWD) Dilemma
Insider Monkey142d agoneutral
Jim Cramer Shares CrowdStrike’s (CRWD) Dilemma

We have recently shared Jim Cramer Made A Big Prediction About OpenAI & Discussed These 20 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 5.5% over the past year and flat year-to-date. Baird discussed the firm on April […]

Assessing Dicker Data’s Valuation After New CrowdStrike AI Cybersecurity Partnership In Asia Pacific
Simply Wall St.142d agobullish
Assessing Dicker Data’s Valuation After New CrowdStrike AI Cybersecurity Partnership In Asia Pacific

CrowdStrike’s expanded Managed Security Service Provider program across Japan and Asia Pacific puts Dicker Data (ASX:DDR) at the center of a distributor-led model focused on AI-driven cybersecurity for small and medium-sized businesses. See our latest analysis for Dicker Data. The CrowdStrike agreement comes as Dicker Data’s 1 month share price return of 8.37% contrasts with a 9.46% year to date share price decline, while its 1 year total shareholder return of 12.88% points to stronger longer...

3 High Growth Tech Stocks In The US Market
Simply Wall St.143d agoneutral
3 High Growth Tech Stocks In The US Market

The United States market has remained flat over the last week, yet it has shown a notable rise of 29% over the past 12 months with an expected annual earnings growth of 16%. In this context, identifying high-growth tech stocks involves looking for companies that not only align with these broader market trends but also demonstrate strong innovation and scalability potential.

Everyone’s Talking About NVIDIA’s Moving Averages. Smart Money Is Watching CrowdStrike Instead
24/7 Wall St.143d agoneutral
Everyone’s Talking About NVIDIA’s Moving Averages. Smart Money Is Watching CrowdStrike Instead

NVIDIA (NASDAQ:NVDA) is up 96.1% over the past year and just crossed a $5.26 trillion market cap on the same agentic AI thesis Evercore and Wedbush keep recycling around Microsoft (NASDAQ:MSFT)’s 50-day moving average. But here’s what you should actually be watching. The case against chasing NVIDIA at this level is straightforward. The stock ... Everyone’s Talking About NVIDIA’s Moving Averages. Smart Money Is Watching CrowdStrike Instead

CrowdStrike’s AI Coalition Aims To Deepen Security Platform And Partnerships
Simply Wall St.143d agobullish
CrowdStrike’s AI Coalition Aims To Deepen Security Platform And Partnerships

CrowdStrike Holdings (NasdaqGS:CRWD) has launched Project QuiltWorks, an industry-wide AI coalition focused on remediating newly discovered vulnerabilities using frontier AI models. The company has expanded partnerships, including work with Armadin to counter emerging AI Hyperattacks. CrowdStrike is integrating Opus 4.7 into its Falcon platform for AI-powered vulnerability remediation and widening its cloud detection and response capabilities to Google Cloud. CrowdStrike, a cybersecurity...

Everyone’s Talking About NVIDIA. Smart Money Is Watching CrowdStrike Instead
24/7 Wall St.144d agoneutral
Everyone’s Talking About NVIDIA. Smart Money Is Watching CrowdStrike Instead

NVIDIA (NASDAQ:NVDA) is up 96.1% over the past year and just crossed a $5.26 trillion market cap on the same agentic AI thesis Evercore and Wedbush keep recycling around Microsoft (NASDAQ:MSFT)’s 50-day moving average. But here’s what you should actually be watching. The case against chasing NVIDIA at this level is straightforward. The stock trades ... Everyone’s Talking About NVIDIA. Smart Money Is Watching CrowdStrike Instead

Is CrowdStrike Holdings, Inc. (CRWD) A Good Stock To Buy Now?
Insider Monkey144d agobullish
Is CrowdStrike Holdings, Inc. (CRWD) A Good Stock To Buy Now?

Is CRWD a good stock to buy? We came across a bullish thesis on CrowdStrike Holdings, Inc. on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on CRWD. CrowdStrike Holdings, Inc.’s share was trading at $ 423.95 as of April 17th. CRWD’s trailing and forward P/E were 401.83 and 87.72 […]