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CrowdStrike (CRWD) Lands Forrester Leadership Nod As AI Security Ties Deepen
Simply Wall St.8h agoneutral
CrowdStrike (CRWD) Lands Forrester Leadership Nod As AI Security Ties Deepen

CrowdStrike Holdings (NasdaqGS:CRWD) was named a Leader in The Forrester Wave Q3 2026 report on external threat intelligence services. The Forrester evaluation highlights CrowdStrike’s approach to Threat AI as a foundation for next generation security operations. CrowdStrike announced new integrations with Salt Security, Horizon3, and Nord Security to broaden its AI driven security and intelligence platform. For investors, the Forrester recognition and new partner integrations are useful...

Jim Cramer Shared What CrowdStrike Holdings, Inc. (NASDAQ:CRWD)’s CEO Told Him About AI “Doomsaying”
Insider Monkey23h agoneutral
Jim Cramer Shared What CrowdStrike Holdings, Inc. (NASDAQ:CRWD)’s CEO Told Him About AI “Doomsaying”

Cybersecurity provider CrowdStrike Holdings, Inc. (NASDAQ:CRWD)’s shares are up by more than 100% year to date. With AI continuing to dominate the market narrative, the firm has found itself at the center of the industry’s concerns about cybersecurity. While some, such as Anthropic’s Dario Amodei, have claimed that their AI software is sufficient for cybersecurity […]

SailPoint’s (SAIL) Falcon Next-Gen SIEM Arrangement Fits Its Broader Identity Security Push
Insider Monkey1d agoneutral
SailPoint’s (SAIL) Falcon Next-Gen SIEM Arrangement Fits Its Broader Identity Security Push

SailPoint Inc. (NASDAQ:SAIL), a leading player within the enterprise identity security space, recently expanded its strategic alliance with CrowdStrike. As part of the revised arrangement, the company’s SailPoint SecOps Identity Intelligence will be integrated with CrowdStrike Falcon Next-Gen SIEM. This will help in expediting threat detection procedures, and will also incorporate access data and identity […]

Stocks Waver as Bond Yields Climb
Barchart1d agoneutral
Stocks Waver as Bond Yields Climb

The S&P 500 Index ($SPX ) (SPY ) is down by -0.11% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.39%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.09%. December E-mini S&P futures (ESZ26 ) are down -0.15%, and December E-mini...

Jim Cramer Prefers Palo Alto (PANW) Over SentinelOne (S)
Insider Monkey2d agoneutral
Jim Cramer Prefers Palo Alto (PANW) Over SentinelOne (S)

Starting the lightning round on September 14, when a caller inquired about SentinelOne, Inc. (NYSE:S), Mad Money host Jim Cramer remarked: No, look, I think you don’t need, look, my Charitable Trust owns both Palo Alto and CrowdStrike. It’s already too many. I think either one of those two is superior to letter S. The […]

Jim Cramer Highlights CrowdStrike (CRWD) as AI Security Concerns Lift Cybersecurity Stocks
Insider Monkey2d agoneutral
Jim Cramer Highlights CrowdStrike (CRWD) as AI Security Concerns Lift Cybersecurity Stocks

On September 14, during the episode of Mad Money, Jim Cramer said CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is emerging as a beneficiary of growing concerns over the cybersecurity risks created by artificial intelligence, as he said: Over the weekend, the co-founder and CEO of Anthropic published an essay where he pushed for a slowdown among the […]

Is CrowdStrike Holdings (CRWD) Priced For Perfection On Sales?
Simply Wall St.3d agoneutral
Is CrowdStrike Holdings (CRWD) Priced For Perfection On Sales?

CrowdStrike Holdings has been one of the stronger movers in cybersecurity, and the recent run in the stock raises a straightforward question for you as an investor. Is the current share price mainly a story about excitement around AI driven security and partnerships, or is it supported by what the company is actually generating in sales today? Over the past 3 years the stock has returned very close to 5x your original investment. This puts real pressure on the numbers to show that this kind...

Why CrowdStrike (CRWD) Stock Is Up Today
StockStory4d agoneutral
Why CrowdStrike (CRWD) Stock Is Up Today

Shares of cybersecurity platform provider CrowdStrike (NASDAQ:CRWD) jumped 2% in the afternoon session after the stock continued to rally, following through from the previous day's increase amid calls for an artificial intelligence development slowdown, while cybersecurity partners Nord Security and Horizon3 announced new integrations with the company's Falcon Next-Gen SIEM platform, according to financial media reports.

What Growth Are You Paying For In Zscaler Stock?
Trefis4d agoneutral
What Growth Are You Paying For In Zscaler Stock?

Zscaler (ZS) has gained 48% in three months, yet trades about 43% below its 52-week high. Near $190 it costs 9.3 times sales, against 3.2 for the S&P 500. The question is which growth that price buys: the 25% reported for fiscal 2026, or the roughly 17% guided for fiscal 2027.

Is CrowdStrike Stock Betting That Its Record Quarter Is The New Normal?
Trefis4d agoneutral
Is CrowdStrike Stock Betting That Its Record Quarter Is The New Normal?

CrowdStrike (CRWD) added $333 million of net new annual recurring revenue in fiscal Q2 2027, a record and 51% more than a year earlier. That figure is the case for a stock at its 52-week high, up 117% over the past year. It is also the number to worry about. At 44.5 times sales, the price looks built on that pace, and the company's own guide for fiscal Q3 2027 calls for a slower one.

What Actually Lifted Okta Stock To A One-Year High?
Trefis4d agoneutral
What Actually Lifted Okta Stock To A One-Year High?

Okta (OKTA) stock rose 12% in Monday's session and closed at $186.45, its highest price in a year. A move that size usually follows something the company itself announced. What Okta announced that morning does not qualify. Monday’s sharp rally appears driven more by sector-wide AI sentiment than any immediate change to Okta’s guided revenue.