A month has gone by since the last earnings report for CrowdStrike Holdings (CRWD) . Shares have added about 7% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is CrowdStrike due for a pullback? Well, first let's take a quick look at its most recent earnings report in order to get a better handle on the recent catalysts for CrowdStrike before we dive into how investors and analysts have reacted as of late.CrowdStrike Q2 Earnin ...

Key Takeaways Fortinet's EMEA revenues rose 18% y/y in Q2 2025, outpacing 11% growth in the Americas and APAC.Adoption of hybrid work and data rules fuels demand for Fortinet's Security Fabric and Unified SASE.A EUR 40M data center in Spain expands Fortinet's FortiSASE and FortiCloud reach across key European markets.Fortinet's (FTNT) geographic mix is evolving, with Europe, the Middle East and Africa (EMEA) emerging as a vital growth engine. In the second quarter of 2025, EMEA revenues jumped 18% year over ...

Key Takeaways CRWD will acquire Pangea to launch AI Detection and Response, securing the full AI lifecycle.Pangea tools block prompt injection, stop jailbreaks, and manage chatbot safety and AI visibility.AIDR expands the Falcon platform and could be a key driver toward CRWD's $10B ARR goal by 2031.CrowdStrike (CRWD) recently signed a definitive agreement to acquire Pangea, a company that builds tools to help security teams in securing AI from cloud to code. Through the Pangea acquisition, CrowdStrike aims ...

Key Takeaways BlackBerry expects Q2 revenues of $115-$125M.QNX demand in auto and GEM markets, plus new Hypervisor 8.0, are expected to drive division revenues.Secure Communications gains traction with Secusmart and AtHoc, supported by key government contracts.BlackBerry Limited (BB) is set to report second-quarter fiscal 2026 results on Sept. 25.The Zacks Consensus Estimate for the bottom line is pinned at 1 cent and has remained unchanged in the past 60 days.BB expects second-quarter fiscal 2026 revenues ...

CyberArk (CYBR) closed the most recent trading day at $485.95, moving +1.21% from the previous trading session. The stock outperformed the S&P 500, which registered a daily gain of 0.48%. Elsewhere, the Dow saw an upswing of 0.27%, while the tech-heavy Nasdaq appreciated by 0.94%. Shares of the maker of software that detects attacks on privileged accounts have appreciated by 9.45% over the course of the past month, outperforming the Computer and Technology sector's gain of 5.46%, and the S&P 500's gain of 2 ...

A month has gone by since the last earnings report for Palo Alto Networks (PANW) . Shares have added about 10.9% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Palo Alto due for a pullback? Well, first let's take a quick look at its latest earnings report in order to get a better handle on the recent catalysts for Palo Alto Networks, Inc. before we dive into how investors and analysts have reacted as of late.Palo Alto Netw ...

Key Takeaways Fortinet spent $168M on infrastructure in Q2 2025, up $145M year over year.Management guides $380M-$430M in 2025 infrastructure investments.Revenue outlook raised to $6.67B-$6.82B, backed by cloud-first expansion.Fortinet (FTNT) is making bold bets on its future with heavy infrastructure investments, accelerating its transition toward a cloud- and service-first growth model. In the second quarter of 2025, infrastructure spending surged to $168 million, up $145 million year over year, underscor ...

Key Takeaways Palo Alto Networks' NGS ARR reached $5.58B, supported by strong enterprise platform adoption.ustomers with over $20M NGS ARR grew nearly 80%, while $5M and $10M spenders rose about 50%.Big wins include $100M , $60M, and $33M platform deals spanning AI, cloud, and network security.Palo Alto Networks (PANW) is witnessing strong momentum with its platformization strategy, which involves getting customers to adopt multiple Palo Alto Networks’ products spanning across network, cloud, and security o ...

股价表现 - 公司股价收于79 68美元 单日下跌1 5% 表现逊于标普500指数0 05%的跌幅 但优于道指0 59%的跌幅[1] - 过去一个月股价上涨4 71% 低于计算机与科技行业5 42%的涨幅 但超过标普500指数3 44%的涨幅[1] 财务预期 - 预计季度每股收益为0 63美元 与去年同期持平 季度收入预计为17亿美元 同比增长12 89%[2] - 全年每股收益预期为2 52美元 同比增长6 33% 全年收入预期为67 5亿美元 同比增长13 29%[3] 估值水平 - 公司远期市盈率为32 14倍 显著低于行业平均的65 55倍[7] - 市盈增长比率为2 68倍 与安全行业平均水平一致[7] 分析师评级 - Zacks共识EPS预期在过去30天内上调0 15%[6] - 公司当前Zacks评级为3级持有[6] - 所属安全行业在Zacks行业排名中位列第82位 处于所有250多个行业的前34%分位[8]

Key Takeaways Charlotte AI usage jumped 85% in Q2, showing rapid adoption across CRWD's platform.Charlotte AI boosts efficiency, cutting tasks from four days to just one hour.A Fortune 500 firm signed an eight-figure re-Flex deal tied to Charlotte AI adoption.CrowdStrike (CRWD) is positioning Charlotte AI as a key part of its competitive advantage in delivering automated and scalable cybersecurity. In the second quarter of fiscal 2026, Charlotte AI’s usage grew 85% compared with the prior quarter. This grow ...