CrowdStrike recently posted its best quarter ever with record recurring revenue and expanding free cash flow. Okta delivered record bookings in the same quarter and saw its stock surge nearly 20%.
What a fantastic six months it’s been for Utz. Shares of the company have skyrocketed 89.5%, hitting $14.31. This run-up might have investors contemplating t...
What Happened? Shares of cybersecurity platform provider Palo Alto Networks (NASDAQ:PANW) fell 4.7% in the afternoon session after Phillip Securities downgra...
What Happened? Shares of work management platform monday.com (NASDAQ:MNDY) fell 4.7% in the afternoon session after Barclays analyst Raimo Lenschow downgrade...
Over the last six months, Clorox’s shares have sunk to $83.72, producing a disappointing 19% loss - a stark contrast to the S&P 500’s 12.8% gain. This might ...
The end of the earnings season is always a good time to take a step back and see who shined (and who didn’t). Let’s take a look at how cybersecurity stocks f...
AI-driven demand is lifting earnings estimates and price targets across cybersecurity, semiconductor, and CPU stocks, including PANW, MRVL, AMD, and INTC, ahead of Q3 results.
CrowdStrike trades at a steep premium despite ongoing profitability challenges, while UiPath has just turned profitable with a valuation multiple a fraction of its rival's.
Salesforce, CrowdStrike, Palo Alto Networks and Veeva Systems are rebounding as institutions buy software stocks that own the customer data AI now depends on.
Wall Street has issued downbeat forecasts for the stocks in this article. These predictions are rare - financial institutions typically hesitate to say bad t...
Since April 2026, Everforth has been in a holding pattern, posting a small loss of 3.8% while floating around $35.88. The stock also fell short of the S&P 50...
One company generates record free cash flow from a market that AI keeps making bigger. The other is rebounding strongly but still working through profitability and competitive pressures from AI design tools.
Cybersecurity is rapidly becoming one of the most essential areas of investment in AI. In today’s essay, I want to show you where the winners in this new spending cycle are emerging – and I want to put something else on your radar as well.
Astrana Health’s 35.1% return over the past six months has outpaced the S&P 500 by 19.8%, and its stock price has climbed to $37.03 per share. This run-up mi...
Over the past six months, SoFi’s stock price fell to $15.67. Shareholders have lost 5% of their capital, which is disappointing considering the S&P 500 has c...
TowneBank has been treading water for the past six months, holding steady at $34.99. The stock also fell short of the S&P 500’s 15.2% gain during that period...
