
Fortinet stock is trading just below a buy point after a strong week for cybersecurity stocks. Shares are attempting to break above resistance around 170.
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Fortinet stock is trading just below a buy point after a strong week for cybersecurity stocks. Shares are attempting to break above resistance around 170.
CrowdStrike and Palo Alto Networks have both roughly doubled this year, but an AI safety scare just sent them in opposite directions against Wall Street's consensus targets, raising a pointed question about which one still has room to run.

CrowdStrike’s “genie is out of the bottle” warning on AI risks could create a fresh growth catalyst for CRWD stock as increasingly powerful AI systems drive demand for cybersecurity.

Cybersecurity is at the center of this hottest AI debate.

Dell Technologies, CrowdStrike Holdings, and Chevron jumped to 52-week highs on Tuesday amid industry tailwinds, Wall Street optimism, and rising oil prices.

Palantir Technologies Inc (NYSE:PLTR) received a higher $250 UBS price target as demand outstrips capacity, with management describing customer adoption as still early. According to a UBS note, Palantir executives disputed that language models could replace Palantir, citing imprecision, while...

CrowdStrike stock rallies as tech leaders issue stark warnings on rapid AI evolution. Here’s why their warnings are bullish for cybersecurity stocks.

J.P. Morgan sees CrowdStrike, Palo Alto Networks, Okta, Zscaler, and Varonis benefiting as AI adoption drives greater demand for cybersecurity.
Investors reassessed opportunities across cybersecurity, defense materials, and identity protection.

The AI safety debate went mainstream over the weekend, and Rubrik shareholders showed up at the "buy" window.
The security opportunity is growing, but today's rally raises the financial performance required to justify the valuation.

Cybersecurity stocks rallied Monday as AI warnings fueled expectations of higher security spending, with threat protection provider CrowdStrike Holdings Inc (NASDAQ:CRWD) rising 15.42% to $238.63. Anthropic chief executive Dario Amodei urged slower artificial intelligence development in a...

AI safety warnings from two frontier lab CEOs sent shockwaves through chipmakers over the weekend, but cybersecurity stocks are telling a completely different story about what those warnings mean for the threat environment ahead.

CrowdStrike commands a premium valuation that its growth and free cash flow continue to justify. UiPath just turned consistently profitable but is still working to convince investors that the growth story is intact.

Jim Cramer calls CrowdStrike stock a MUST BUY after CEO George Kurtz says AI defense must run at machine speed.

Jim Cramer called CrowdStrike Holdings Inc. (NASDAQ:CRWD) a stock investors need to own, as CEO George Kurtz warned that artificial intelligence is fueling a new breed of “machine-speed” cyberattacks and said that strong defenses against the technology are more urgent than any industry-wide slowdown. The Threat Landscape Has Fundamentally Changed Kurtz, in a post on X on Sunday, said frontier labs will keep advancing regardless of any single lab’s restraint, so cybersecurity’s job is to make tha

CrowdStrike (CRWD) stock rose about 97% over the past year, against 18% for the S&P 500, as growth in the recurring revenue it adds each quarter sped up. Management was forecasting that speed-up by March 2025 and named one mechanism: Falcon Flex customers using up their contracts early and coming back for more. The direction was public. The size of the fiscal 2027 speed-up was not.

Adobe is one of the most attractively priced software stocks in the market right now, while CrowdStrike commands a premium valuation that reflects one of the strongest growth trajectories in cybersecurity.

A security partnership with OpenAI sent Cloudflare shares surging while cybersecurity giants CrowdStrike and Palo Alto sat out the rally entirely, raising a pointed question about which AI security narrative investors actually believe.

ZS' Z-Flex tops $1.7 billion in fiscal 2026 TCV, lifting customer ARR nearly 30% as flexible contracts support broader platform adoption.

After a strong Q2, CrowdStrike has given investors more reasons to remain bullish on the stock.

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.

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

Cybersecurity companies have been firing on all cylinders. Here’s what I’m watching with Zscaler tomorrow.

CrowdStrike (NASDAQ:CRWD) has expanded its OpenAI partnership to secure Codex agents with Falcon Guardian and bring GPT-5. 6 Cyber into the Falcon platform, extending its cybersecurity strategy deeper into enterprise AI deployment and AI-assisted defense.
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