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C

$CRWD

82 articles found
51 positive
8 negative
23 neutral
The Motley FoolThe Motley Fool··Motley Fool Youtube

AI-Powered Threats Reshape Cybersecurity: $ZS and $CRWD Poised for Long-Term Growth

AI and quantum advances threaten enterprises, positioning cybersecurity leaders $ZS and $CRWD for long-term growth despite near-term headwinds.
ZSCRWDlong-term opportunitycyberattacks
BenzingaBenzinga··Lekha Gupta

CrowdStrike Gains on AI Security Push as Project QuiltWorks Expands Partnership

CrowdStrike rises 1.86% as Project QuiltWorks adds partners Armadin, Cognizant, HCLTech to strengthen AI security capabilities.
GOOGGOOGLCRWDBUGCIBR+1technical analysiscloud security
GlobeNewswire Inc.GlobeNewswire Inc.··Broadcom Inc.

Broadcom's VMware Cloud Foundation 9.1 Targets AI Infrastructure With 40% Cost Savings

Broadcom launches VMware Cloud Foundation 9.1, delivering major cost reductions for production AI workloads across diverse hardware architectures with enhanced security.
NVDAAMDAVGOANETCRWD+1AI infrastructureData sovereignty
BenzingaBenzinga··Lekha Gupta

CrowdStrike Gains Ground on Google Cloud Security Partnership, Japan Expansion

$CRWD shares rise 2.69% after expanding cloud security capabilities with Google Cloud and launching Asia-Pacific growth strategy.
GOOGGOOGLCRWDBUGCIBRcloud securitythreat detection
BenzingaBenzinga··Lekha Gupta

CrowdStrike Expands SMB Push With AI Falcon Platform via New MSSP Partners

CrowdStrike expands SMB strategy via new MSSP partnerships while posting strong Q4 results with $1.31B revenue and 24% ARR growth.
CRWDBUGCIBRearningsAI
The Motley FoolThe Motley Fool··Neil Rozenbaum

SaaS and Cybersecurity Stocks Rally After Weeks of Selling—Market Bottom in Sight?

SaaS and cybersecurity stocks rebounded sharply after weeks of selling, supported by Goldman Sachs earnings and OpenAI-Amazon partnership news. Investors question whether gains signal a sustainable bottom.
MSFTAMZNCRMADBERBRK+1SaaS stocksstock recovery
The Motley FoolThe Motley Fool··Geoffrey Seiler

Anthropic's AI Partnership Validates CrowdStrike and Palo Alto as Cybersecurity Leaders

Anthropic's Project Glasswing grants CrowdStrike and Palo Alto Networks access to Claude Mythos AI, positioning them as AI-era cybersecurity leaders and validating platform-oriented security strategies.
PANWCRWDAnthropicAI threats
Investing.comInvesting.com··Leo Miller

Beaten-Down Tech Stocks Turn to Buybacks to Signal Confidence Amid Selloff

CrowdStrike, Chewy, and Nutanix announce multimillion-dollar buyback programs as stocks tumble 30-50%, signaling management confidence in valuations.
CHWYCRWDNTNXmarket declinee-commerce
BenzingaBenzinga··Erica Kollmann

AI's Vulnerability Discovery Sparks Cybersecurity Arms Race Among Enterprise Defenders

Anthropic's Claude Mythos AI triggers cybersecurity spending surge. CrowdStrike, Cloudflare, Rubrik positioned to gain from compressed vulnerability timelines.
RBRKCRWDNETcybersecurityAnthropic
BenzingaBenzinga··Piero Cingari

Software Stocks Stage Dramatic Comeback as Oracle Leads 5% Rally

Software stocks surge nearly 5% on April 14, 2026, with Oracle jumping 11% on new leadership and AI capabilities. Sector recovery or oversold bounce remains uncertain.
MSFTORCLORCLpDPLTRCRM+4cloud infrastructuresoftware stocks
Investing.comInvesting.com··Jaachi Mbachu, Aciarb

Anthropic's AI Security Push Sparks Sector Selloff—But Winners and Losers Are Clear

Anthropic's Project Glasswing announcement triggered a 13% cybersecurity sector crash, though the initiative actually benefits major partners like $CrowdStrike and $PANW while excluding competitors.
ZSNVDAMSFTAAPLPANW+5sector rotationcybersecurity
The Motley FoolThe Motley Fool··Anthony Di Pizio

SentinelOne Plunges to All-Time Low, But Wall Street Sees 56% Upside Opportunity

SentinelOne stock hits all-time low amid AI disruption fears, but analysts overwhelmingly recommend buying, citing 56% upside potential and competitive advantages.
ZSPANWCRWDSstock valuationAI disruption
The Motley FoolThe Motley Fool··Reuben Gregg Brewer

AI Arms Race Fuels Cybersecurity Demand: Two Stocks for 2026 Growth

Cybersecurity spending proves recession-resistant as AI drives threat sophistication. CrowdStrike and Microsoft offer attractive valuations amid sector growth.
MSFTCRWDartificial intelligencecybersecurity
BenzingaBenzinga··Mohd Haider

Palo Alto Networks Surges on Anthropic AI Partnership as Insider Dumps $2M in Stock

Palo Alto Networks gains 2.42% after-hours following AI partnership with Anthropic's Project Glasswing, while insider McCarthy files to sell $2M in shares.
NVDAMSFTAMZNGOOGGOOGL+14cybersecurityafter-hours trading
The Motley FoolThe Motley Fool··Dave Kovaleski

Wall Street Eyes 58%-120% Gains in AI Security Stocks $ZS and $TEAM

Analysts project $ZSCALER and $ATLASSIAN could surge 58-120% amid booming cybersecurity spending forecast to reach $320B by 2029.
ZSAMJBJPMJPMpCJPMpD+7Wall Street analyst ratingsAI security
The Motley FoolThe Motley Fool··Neil Rozenbaum

Market Downturn Creates Opportunity: SoFi, Meta, and AI Security Stocks in Focus

Market downturn sparks debate over buying $SOFI, $META while Anthropic's AI innovation reshapes cybersecurity sector opportunities.
METASOFIRBRKCRWDbuying opportunityMeta
The Motley FoolThe Motley Fool··Dave Kovaleski

Cybersecurity's AI Moment: $240B Market Poised to Surge as Growth Stocks Lag

Cybersecurity spending poised for explosive growth at $240B by 2026, with AI-related security spending accelerating 3-4x faster, offering overlooked growth opportunities.
ZSNVDAMUPLTRPANW+3AI spendingenterprise security
BenzingaBenzinga··Fly On Wall Street

Quantum Secure Encryption Launches QPA v2 to Help Enterprises Beat Post-Quantum Deadline

Quantum Secure Encryption launches QPA v2 platform to help enterprises migrate to quantum-resistant encryption before 2027-2035 NSA deadlines.
PANWCRWDARQQARQQWpost-quantum cryptographyenterprise security
BenzingaBenzinga··Lekha Gupta

CrowdStrike Triples Buyback to $1.5B Amid Strong Growth Momentum

CrowdStrike expands share buyback to $1.5B amid 24% ARR growth, signaling confidence in sustained momentum and shareholder value creation.
CRWDBUGCIBRHACKcybersecurityearnings beat
BenzingaBenzinga··Namrata Sen

Next-Gen AI Models From Anthropic, OpenAI Could Unleash 'Agentic Attackers,' Warn Experts

Cybersecurity experts warn that Anthropic and OpenAI's next-gen AI models pose significant threats through autonomous exploitation, potentially compressing attack timelines to 25 minutes.
ZSGOOGGOOGLPANWIGV+1AI agentsdata breach