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CRWD News30 articles
Cybersecurity Stocks Surge as AI Safety Concerns Mount
SentinelOne led a 14% cybersecurity rally as investors bet on AI safety concerns. The stock's surge reflects hopes for increased security spending, but GAAP losses remain a concern.
Markets
Palo Alto Networks Surges 12% as Cybersecurity Sector Rallies
Palo Alto Networks (PANW) shares jumped 12% Monday, lifting its market value to $304B. The rally was part of a sector-wide surge, but valuation now requires strong execution.
Analysis
CrowdStrike Surges 10%, Closing in on Wedbush's $250 Target
CrowdStrike shares surged nearly 10% to $227, almost reaching Wedbush's new $250 target. The rally follows strong quarterly results and a bullish analyst note, but high valuation and stock-based compensation remain concerns.
Analysis
CrowdStrike Expands QuiltWorks Partner Network, Revenue Impact Unclear
CrowdStrike expands QuiltWorks to 10 new partners, boosting channel reach but not monetization clarity. Investors await ARR proof.
Earnings
Tech-Heavy QQQ Slips 1.3% Premarket as Yields, Oil Pressure Growth Stocks
QQQ fell 1.3% premarket Tuesday, more than double SPY's decline, as higher yields and oil prices hit tech heavyweights.
Markets
CrowdStrike Rally Stalls as High Valuation Meets Fal.Con Reality
CrowdStrike shares climbed 5.8% to $231, but the stock's 39x sales multiple faces a key test as Fal.Con announcements lack pricing details.
Analysis
CrowdStrike Shares Jump 4% on Record ARR, But Valuation Raises Eyebrows
CrowdStrike shares jumped 4% after reporting record annual recurring revenue of $5.84 billion, up 25% year-over-year. Revenue grew 26% to $1.47 billion, but the stock's rich valuation at 40x sales remains a concern.
Earnings
CrowdStrike Jumps 20% on Record ARR, Lifts Full-Year Guidance
CrowdStrike shares soared 20.5% as Q2 FY2027 ARR hit $5.84B, up 25%, and full-year revenue guidance was raised to $5.991B-$6.011B.
Earnings
CrowdStrike Stock Soars 9% Premarket on Record ARR, Raised Guidance
CrowdStrike (CRWD) jumped 9.3% premarket after record quarterly ARR and a $66M guidance raise. Market value increased by $18B.
Earnings
Nvidia and AI Peers Sustain Overnight Gains as Futures Point Higher
AI earnings momentum persisted into the overnight session, with Salesforce up 13%, CrowdStrike 10.5%, and Nvidia 4.7%, as futures pointed to a higher open.
Markets
CrowdStrike Jumps 11% on Record ARR, Raises Annual Forecast
CrowdStrike (CRWD) shares soared 10.9% after reporting record net new ARR of $332.8M and raising its fiscal 2027 outlook, adding $21B in market value.
Earnings
CrowdStrike Options Flag $15B Swing as Q2 Earnings Loom
CrowdStrike dropped 2.8% before Q2 results. Options imply an 8% swing, about $15B in market cap. ARR and AI security demand in focus.
Earnings
CrowdStrike Slips 5.3% Ahead of Earnings; Options Signal 10% Move
CrowdStrike shares dropped 5.3% to $201.58 ahead of its Aug 26 earnings, with options pricing a 10% move. The decline is a pre-earnings de-risking, not a post-results verdict.
Earnings
Palo Alto Networks Holds Steady Amid China Review, Valuation Scrutiny
Palo Alto Networks (PANW) shares ended the week up 9.7% despite a China review, with analysts focusing on underlying growth and valuation concerns.
Analysis
Palo Alto Networks Shares Surge 10% on Strong Organic Growth Metrics
Palo Alto Networks (PANW) shares rallied 9.65% this week to $363.86, buoyed by strong organic growth metrics and upbeat Q4 guidance, even as China launched a cybersecurity review.
Markets
Mixed Signals: Sensex and Nifty Diverge Amid CAS Rollout
Sensex and Nifty split as CAS confusion hits markets; Bitcoin drops after hack; US stocks rise on soft jobs data; TerraVest and Pollard Banknote slip below key averages.
Markets
Fortinet Shares Jump 11% After Hours on Strong Billings and Raised Guidance
Fortinet shares jumped 11.1% in after-hours trading after the cybersecurity firm reported Q2 results that beat estimates and raised its 2026 guidance.
Earnings
CrowdStrike surges $23 billion after IBM flags cybersecurity worries
CrowdStrike surged $23 billion in market cap after IBM cited cybersecurity worries. Shares jumped 12% to $210.73, leading the S&P 500, as ARR targets for Q2 loom.
Technology
Okta Surges $2.4B as Cybersecurity Demand Outpaces IBM's Cloud Spending Warning
Okta shares surged 10% to $153.55, adding $2.4B in equity value as cybersecurity demand remains robust despite IBM flagging broad cyber concerns that are slowing software budgets.
Markets
CrowdStrike Surges $18.4B in Market Cap After Inflation Data Fuels Rally
CrowdStrike surged 9.6% on Tuesday, adding $18.4B to its market cap as cooler inflation data ignited a broad tech rally. The stock now trades near its split-adjusted high.
Markets
CrowdStrike Loses $11 Billion in Market Cap, Stock Plunges 5.5%
CrowdStrike shares dropped 5.5% on Friday, erasing $11 billion in market value—double its annual recurring revenue—amid a broader sector decline.
Markets
Zscaler's Post-Earnings Rally Sparks Valuation Debate Ahead of Holiday Lull
Zscaler shares jumped 11.4% over four trading sessions, driving its market cap to $23.68 billion and sparking debate on its ARR multiple ahead of a holiday-shortened week.
Technology
Palo Alto Networks (PANW) Set for Staged Entry into Tel Aviv Indices After 14% Rally
Palo Alto Networks (PANW) will begin a staged inclusion in the Tel Aviv Stock Exchange's TA-35 and TA-125 indices on August 6, starting with a 1.25% effective weight after a 14.4% weekly gain.
Markets
CrowdStrike Shares Surge Post-Split, Outpacing Cyber ETFs and Nasdaq
CrowdStrike (CRWD) shares surged 10.7% in four sessions after a 4-for-1 stock split, closing at $193.98. The stock outperformed the CIBR cybersecurity ETF and the QQQ.
Markets
CrowdStrike Stock Split Cuts Lot Cost to $19,300
CrowdStrike's 4-for-1 stock split lowers the cost of a 100-share lot to about $19,319, while the company's market cap stays near $199 billion.
Technology
CrowdStrike Surges Past Analyst Target Ahead of Stock Split
CrowdStrike shares surged 6.3%, adding $11.5 billion in market value and surpassing the average analyst target, ahead of its four-for-one stock split set for July 2.
Markets
Palo Alto Networks Surges $8.7B as Cybersecurity Strength Defies Tech Selloff
Palo Alto Networks rose 3.7% to $304.20, adding $8.7 billion in market cap, as its IBM partnership and solid earnings helped it buck a 4.6% weekly Nasdaq drop.
Technology
G7 Leaders Debate AI Model Access Amid OpenAI's $1T IPO Plan and Rising China Competition
G7 leaders debate AI model access as OpenAI files for a $1T IPO. Anthropic restricts models, China boosts local AI, and cybersecurity deals surge.
Technology
Schwab's STAX Rises as Retail Investors Return to Tech, Embrace Options
Schwab's STAX index climbed to 55.08 in May from 50.10 in April, signaling renewed retail participation in the AI rally, with a cautious tilt toward ETFs and options.
Markets
BlackBerry Stock Drops 8.5% Ahead of Q1 Earnings Report
BlackBerry shares slid 8.5% to $8.50 as investors eye June 25 Q1 earnings, with focus on QNX growth and revenue forecast of $132-$140 million.
Earnings