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CrowdStrike Q1 Preview: Dan Ives Says AI Accelerates Companies' Need For Cybersecurity
Tuesday, June 2, 2026 - 6:41pm | 760Read More...Cybersecurity giant CrowdStrike Holdings (NASDAQ:CRWD) could highlight the growth of the sector when the company reports first-quarter financial results on Wednesday after market close. Here are the earnings estimates, what analysts are saying ahead of the report and the key items to watch...
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'A Second ChatGPT-Like Moment' May Be Fueling Palo Alto's Rally
Tuesday, June 2, 2026 - 11:05am | 550Read More...Palo Alto Networks, Inc. (NASDAQ:PANW) heads into earnings, up more than 60% year-to-date, near all-time highs, but one investor believes the stock’s rally may be tied to a larger trend, not just cybersecurity. According to Gabelli Funds portfolio manager John Belton, “a second ChatGPT-...
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AI Is Making Hackers Smarter — And Palo Alto And CrowdStrike Richer
Tuesday, June 2, 2026 - 10:39am | 693Read More...Investors have spent the last two years chasing AI winners such as Nvidia Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT) and Amazon.com, Inc. (NASDAQ:AMZN). But according to Wedbush analyst Dan Ives, another group may be quietly benefiting from the AI revolution: the cybersecurity companies. As...
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Anthropic's Claude Mythos Was Supposed To End Cybersecurity: It Just Triggered The Sector's Best Rally On Record
Thursday, May 21, 2026 - 3:06pm | 1202Read More...In early April, Wall Street wrote the obituary on the cybersecurity sector. Anthropic had just confirmed that its forthcoming AI model, codenamed Claude Mythos, was “far ahead of any other AI model in cyber capabilities” — language pulled from a draft blog post that leaked through a...
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Anthropic, OpenAI's Next Models Could Be A 'Watershed' Event For Cybersecurity, Warns Expert—'Agentic Attackers Are Coming'
Friday, April 3, 2026 - 8:36am | 575Read More...Industry experts are warning of rising cybersecurity risks from AI agents, saying these tools can identify and exploit system vulnerabilities faster and more persistently than human hackers.Shlomo Kramer, founder and CEO of cybersecurity and networking company Cato Networks, told CNN,...
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Palo Alto CEO Nikesh Arora Warns OpenAI, Anthropic Models Could Boost Cyberattacks Within Six Months— 'The Stakes Are High...'
Tuesday, March 31, 2026 - 6:58am | 574Read More...Artificial intelligence companies including OpenAI and Anthropic could, within six months, roll out advanced models capable of finding software vulnerabilities at scale, sharply lowering the barrier for sophisticated cyberattacks, Palo Alto Networks (NASDAQ:PANW) CEO Nikesh Arora has warned. 25-...
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CrowdStrike Q4 Preview: 'Expect Volatility' As AI Disruption Trade Roils Shares, Expert Says
Monday, March 2, 2026 - 4:30pm | 726Read More...Cybersecurity giant CrowdStrike Holdings (NASDAQ:CRWD) could provide an outlook for the sector facing pressure from AI tools when the company reports fourth-quarter financial results Tuesday after market close. Here are the earnings estimates, what experts are saying ahead of the report and key...
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Why This Analyst Sees Nearly 40% Upside To CrowdStrike Stock Despite High Valuation?
Monday, March 2, 2026 - 9:08am | 639Read More...Piper Sandler has revised its rating for cybersecurity firm CrowdStrike Holdings (NASDAQ:CRWD), identifying artificial intelligence (AI) as a significant growth catalyst rather than a threat. Analyst Rob Owens upgraded CrowdStrike from neutral to overweight and also established a new price...
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Cybersecurity Stocks Are Cratering On AI Threat: Is This A Buy Opportunity?
Tuesday, February 24, 2026 - 5:17pm | 616Read More...Cybersecurity stocks are getting hammered — and the trigger wasn't a breach. It was a product launch. On February 20 at 1:00 PM ET, Anthropic announced "Claude Code Security," an automated AI tool designed to scan codebases for vulnerabilities. Within minutes, cybersecurity names began selling off...
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Palo Alto Networks Q2 Preview: 10th Straight Double Beat Expected — Will That Reverse Stock Slump?
Tuesday, February 17, 2026 - 1:06pm | 820Read More...Palo Alto Networks Inc (NASDAQ:PANW) is set to report its second-quarter results after Tuesday's close, with analysts and investors eyeing growth through acquisitions, key earnings estimates, and ratings. Palto Alto Networks Q2 Earnings Estimates Analysts expect Palo Alto Networks to report Q2...
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CrowdStrike Q3 Preview: Cybersecurity Leader In 'Strong Position' For AI Revolution
Monday, December 1, 2025 - 2:15pm | 832Read More...CrowdStrike Holdings (NASDAQ:CRWD) could offer a look at how the cybersecurity sector is shaping up once third-quarter financial results are released Tuesday after the market closes. Here are the earnings estimates, what experts are saying, and key items to watch. Earnings Estimates: Analysts...
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CrowdStrike Q2 Earnings Ahead: Will Investors Like Nancy Pelosi And Marjorie Taylor Greene Tune In?
Tuesday, August 26, 2025 - 11:45am | 954Read More...Cybersecurity company CrowdStrike Holdings Inc (NASDAQ:CRWD) looks to rebound from missing analyst estimates in recent quarters when the company reports second-quarter financial results on Wednesday after market close. Earnings Estimates: Analysts expect CrowdStrike to report second quarter revenue...
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Pillar Of America's Cyber Security Lost Funding Temporarily: What Investors Should Know About CVE Program, Funding Extension
Thursday, April 17, 2025 - 11:15am | 670Read More...The cybersecurity sector may be breathing a sigh of relief after a deal was reached to continue funding for the Common Vulnerabilities and Exposures database, commonly known as the CVE program. What Happened: The 25-year-old CVE program is used to identify cybersecurity vulnerabilities and has been...
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CrowdStrike Analysts See Execution At High Level After Microsoft Outage: Why 'Doomsday Scenario' Didn't Happen
Thursday, August 29, 2024 - 12:06pm | 872Read More...Analysts are impressed with the financial results and company commentary from CrowdStrike Holdings Inc (NASDAQ:CRWD) beating revenue and earnings per share estimates in the second quarter. The impact from the update that caused the Microsoft outage is viewed as less severe than analysts originally...
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Benzinga's 'Stock Whisper' Index: 5 Stocks Investors Secretly Monitor But Don't Talk About Yet
Friday, August 23, 2024 - 12:05pm | 1361Read More...Each week, Benzinga's Stock Whisper Index uses a combination of proprietary data and pattern recognition to showcase five stocks that are just under the surface and deserve attention. Investors are constantly on the hunt for undervalued, under-followed and emerging stocks. With...
















