CRWD

CrowdStrike Holdings (NasdaqGS:CRWD) announced a broad set of AI security products and deeper integrations across the cybersecurity and enterprise AI ecosystem. The company introduced tools such as Falcon Guardian, Agentic Identity Provider and real-time supply chain protection to cover AI agents, data pipelines and software supply chains. CrowdStrike expanded partnerships with OpenAI, Google, Anthropic, NVIDIA, Rubrik, Fortanix, EY and others to embed its Falcon platform into emerging AI...

Yahoo · 17h ago

Investors looking for artificial intelligence winners beyond chips are increasingly turning to software and cybersecurity. Snowflake Inc., CrowdStrike Holdings Inc. and Palantir Technologies Inc. could benefit as AI adoption accelerates, according to Silvant Capital Management. Michael Sansoterra, chief investment officer...

Yahoo · 1d ago

Shares of CrowdStrike Holdings, Inc. (NASDAQ:CRWD) have rallied more than 83% year-to-date as of September 3. The stock has significantly outperformed the broader S&P 500 Index, which has seen a 13% rise so far this year. CrowdStrike Holdings, Inc. (NASDAQ:CRWD) has also returned more than 400% over the past three years. Additionally, analysts are positive […]

Yahoo · 1d ago

Cybersecurity stocks shift focus from revenue growth to profit efficiency as margin discipline drives market reactions post-earnings.

ChartMill · 1d ago

Computer hardware firm Dell Technologies Inc. (NYSE:DELL)’s shares closed 15.8% higher the day after the firm reported its second fiscal quarter earnings report. During the quarter, the firm earned $47 billion in revenue to beat analyst estimates of $44.9 billion. Crucially, the firm also bumped its full year revenue guidance to $192 billion from $167 […]

Yahoo · 1d ago

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 […]

Yahoo · 1d ago

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 […]

Yahoo · 1d ago