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An August 25 analysis of so-called SaaSmageddon survivors included CrowdStrike and Palo Alto Networks, arguing that security platforms may resist AI-driven software disruption better than ordinary applications. Their latest results support the distinction. CrowdStrike Holdings, Inc. (NASDAQ:CRWD) ended July with $5.84 billion of annual recurring revenue, while Palo Alto Networks, Inc. (NASDAQ:PANW) reported $9.10 billion […]

Cybersecurity firm Zscaler Inc. (NASDAQ:ZS)’s shares were lower in pre market trading the day the firm reported its fiscal fourth quarter earnings report. The results saw the frm’s revenue grow by 25% annualy and its non-GAAP earnings grow by 33%. Additionally, the revenue of $898 million and non GAAP earnings per share of $1.19 beat […]

Palo Alto Networks, Inc. (NASDAQ:PANW) and CrowdStrike Holdings, Inc. (NASDAQ:CRWD) continue to be part of one of Jim Cramer’s favorite technology sectors, cybersecurity. For more than a year, the CNBC TV host has remained quite optimistic about cybersecurity firms. With 2026 in its second half, Cramer has been vindicated after fears of AI’s effects on […]

CrowdStrike's stock has soared past its rivals, but a look at the books shows a very different pecking order. Is the market seeing the future, or just a mirage.

On August 31, Commvault (NASDAQ:CVLT) announced that its cyber recovery actions can now run as native steps inside CrowdStrike Holdings’ (NASDAQ:CRWD) Charlotte Agentic SOAR workflows, letting security teams trigger data recovery without leaving their incident response tools. The move builds on a data protection business that just posted double-digit subscription growth, even as its profit […]

Zscaler's (ZS) fiscal 2027 outlook is conservative and reflects factors including an expected loss o

Zscaler posted a clean earnings beat and still sent the whole cybersecurity sector into retreat, raising an uncomfortable question about whether even the strongest growth numbers can justify where these stocks are priced right now.

Snowflake shares jumped over 20% after strong Q2 FY2027 results and raised guidance, prompting analysts to lift price targets into the high $300s to $450 range.

CrowdStrike is a top investment pick in this space, but it's pricey.

Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.

A more than 20-year-old Russian cybercrime operation known as Sality is being dismantled by U.S. law enforcement agencies in collaboration with cybersecurity company CrowdStrike Holdings Inc., the Department of Justice said. On Monday, CrowdStrike, in collaboration with the Department of...

A number of stocks jumped in the afternoon session after software equities broadly gained momentum following a pullback in treasury yields and second-quarter financial results from Snowflake.

The cybersecurity company posted adjusted earnings of $1.19 a share on revenue of $898.2 million, beating Wall Street expectations.

Commvault Systems (CVLT) is back in focus after its subsidiary Clumio achieved FedRAMP Class C Moderate Ready status and gained a listing in the FedRAMP Marketplace, a meaningful development for federal facing cyber resilience offerings. For context, Commvault Systems’ share price has climbed 5.3% over the past month and 8.2% over the past quarter, while the 1 year total shareholder return is down 26.5% and the 3 year total shareholder return is up 94.4%. This suggests momentum has picked up...

During the August 27 Mad Money episode, Jim Cramer turned his attention to CrowdStrike Holdings, Inc. (NASDAQ:CRWD). He highlighted the cybersecurity giant’s latest earnings report as evidence that the prevailing tech bear cases had completely collapsed. He said: Like I mentioned at the top of the show, last night every major bear thesis in tech […]

CrowdStrike (CRWD) highlighted its AI cybersecurity opportunity and raised its long-term growth outl

It has lagged software peers on the ratio chart against the IGV ETF since July, which marked the conclusion of a nice uptrend dating to March. Nebius recorded a bullish engulfing candle on Wednesday at $200. Note the doji the day prior, as well as on Aug. 24 and Aug. 26, suggesting selling pressure is abating and the stock could be bottoming.

On the September 1 episode of Mad Money, Jim Cramer called CrowdStrike Holdings, Inc. (NASDAQ:CRWD) a “heavy hitter” in cybersecurity and highlighted its Fal.Con conference in Las Vegas, as he said: Listen, this is really important. Today was brutal for all things tech because these stocks tend to sell off horribly when hostilities with Iran […]

CrowdStrike and federal authorities dismantled Sality, a botnet that spent eight years swapping copied wallet addresses for the attacker's, so victims unknowingly sent crypto to a stranger. The fix is simple: check the first and last characters of any address after you paste it. CoinDesk's Jennifer Sanasie hosts "CoinDesk Daily."

CrowdStrike (CRWD) reinforced its goal to lead AI-era cybersecurity and raised its long-term growth

Boston Scientific faces a cyberattack, weaker 2026 guidance and business pressures, raising concerns over its outlook and whether investors should exit.

Palo Alto Networks' $9.1B NGS ARR, strong profitability and 22-23% FY27 growth outlook highlight rising AI security demand.

CrowdStrike (CRWD) is holding nicely above rising 50 and 200-day moving averages and is a highly rated stock among many analysts. Today, we are looking at an unbalanced iron condor, with a slightly bullish bias.

A surplus of cash can mean financial stability, but it can also indicate a reluctance (or inability) to invest in growth. Some of these companies also face challenges like stagnating revenue, declining market share, or limited scalability.

Netskope’s strong Q2 and raised outlook show how AI-driven demand is extending beyond the biggest cybersecurity players.

CrowdStrike and OpenAI are turning a model partnership into a security distribution deal. On September 2, CrowdStrike Holdings, Inc. (NASDAQ:CRWD) said GPT-5.6 Cyber would come to the Falcon platform, starting with its Frontier AI Readiness and Resilience (FAIRR) Service. Falcon Guardian will also provide runtime inventory, visibility, detection, response, and policy enforcement for organizations using […]

“Things are going to go very wrong with cybersecurity unless people act quite urgently,” OpenAI CEO Sam Altman said Wednesday.

The cybersecurity leader looks expensive on paper, but the price you pay falls sharply on future earnings, if you believe the growth story.

Palo Alto Networks' surging NGS ARR, strong cash flow and attractive valuation strengthen the case for PANW stock.

The S&P 500 (^GSPC) is often seen as a benchmark for strong businesses, but that doesn’t mean every stock is worth owning. Some companies face significant challenges, whether it’s stagnating growth, heavy debt, or disruptive new competitors.