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As of May 8, 9:36 PM ET ·
ZS News13 articles
CrowdStrike Shares Rally 8% on AI Cybersecurity Optimism Amid Insider Sale
CrowdStrike shares jumped 8% as AI cybersecurity names rebounded, with CEO George Kurtz selling 5,000 shares under a pre-set plan. Q1 fiscal 2027 earnings are set for June 3.
Technology
Palo Alto Networks Warns of Active Exploitation in PAN-OS Firewall Flaw
Palo Alto Networks reports active exploitation of a critical PAN-OS firewall flaw, CVE-2026-0300, with patches rolling out May 13. CISA adds the bug to its exploited list.
Technology
Zscaler Shares Surge 7% Amid Tech Rally, AI Concerns Persist
Zscaler (ZS) shares rose nearly 7% on May 1, driven by a broader tech rally and strong earnings from peers like Atlassian, though analysts remain split on AI-related headwinds.
Technology
Zscaler Shares Surge 7% Amid Broader Software Rally Despite Analyst Price Target Reduction
Zscaler shares rose 7% to $139.81 on Friday, driven by a broader software rally after Atlassian raised its forecast, despite a price-target cut by Citizens JMP.
Technology
Wolfe Research Upgrades CrowdStrike, Sees AI-Driven Cybersecurity Spending Surge
CrowdStrike shares advanced in premarket trading following an upgrade by Wolfe Research, which anticipates heightened cybersecurity investment driven by new AI threats. The firm set a $450 price target.
Technology
CrowdStrike Gains Amid AI Security Push, Resilient Cyber Spending
CrowdStrike shares advanced as enterprise cybersecurity spending remains stable. The firm expanded AI integrations and reported 22% revenue growth for fiscal 2026.
Technology
Morgan Stanley Boosts CrowdStrike Rating on Strong Growth Outlook
Morgan Stanley upgraded CrowdStrike to overweight, raising its price target to $510, as the cybersecurity firm projected fiscal 2027 revenue above Wall Street estimates.
Technology
Netskope Launches AI Security Guardrails Ahead of Key Earnings Report
Netskope has made its AI Guardrails product generally available, positioning the launch just before its March 11 AI event and Q4 earnings report. The company aims to help businesses secure generative AI use.
Technology
CrowdStrike Shares Dip Ahead of Q4 Report Amid Product Launch, Analyst Target Cut
CrowdStrike shares declined 2.39% to $371.98, ending a two-day rally. Jefferies reduced its price target to $500, while the company introduced its FalconID phishing-resistant MFA product ahead of quarterly results.
Earnings
Cybersecurity Stocks Tumble as AI Startup Anthropic Launches Security Tool
CrowdStrike Holdings dropped sharply, with cybersecurity stocks broadly declining following Anthropic's launch of a Claude security tool. The sector faces renewed AI competition concerns ahead of key earnings reports.
Technology
CrowdStrike Leads Cybersecurity Rebound as Analysts See AI Selloff Overblown
CrowdStrike shares advanced 2.2% Tuesday, leading cybersecurity peers higher. Major banks labeled the recent AI-driven software selloff as sentiment-driven and overdone, creating potential opportunities.
Technology
Palo Alto Networks Gains Ahead of CyberArk Merger Close, Eyes Earnings
Palo Alto Networks shares edged higher as Nasdaq set a timeline for the closure of its $25 billion acquisition of CyberArk, with investors looking to upcoming earnings for integration signals.
Technology
CrowdStrike Gains Amid Software Sector Rebound, Eyes on Upcoming Earnings
CrowdStrike shares advanced 2.3% to $404.67, tracking a recovery in software stocks. Investors are focused on upcoming U.S. economic data and the company's March 3 earnings report.
Technology