Cloudflare's stronger growth outlook, AI security demand and expanding Zero Trust adoption give NET an edge over CrowdStrike despite its premium valuation.
CrowdStrike (NASDAQ:CRWD | CRWD Price Prediction) stock is up 12% to $232.08, Zscaler (NASDAQ:ZS) stock is rising 12% to $183.97, and Palo Alto Networks (NASDAQ:PANW) stock is jumping 11% to $366.40 in midday Monday trading.
CrowdStrike and Palo Alto Networks are leading a software rally as concerns about AI safety give cybersecurity stocks an added boost.
Cohere CEO Aidan Gomez said AI models are becoming the "most potent cyber weapon" ever created because of their ability to find and exploit vulnerabilities at scale. His warnings followed incidents in which AI models breached external systems, including OpenAI models gaining unauthorized access to Hugging Face.
Over the past six months, cybersecurity stocks have been soaring, with a key cybersecurity index outperforming a top AI-hardware heavy semiconductor benchmark. CrowdStirke's latest results are just one of many examples where cybersecurity companies have seen rapid AI-driven growth. While many focus on AI-cyberattacks and rouge agents creating cybersecurity demand, an underdiscussed tailwind could actually be the industry's larger long-term growth driver.
CrowdStrike (CRWD) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
CrowdStrike Holdings, Inc. (CRWD) Presents at Citi's 2026 Global TMT Conference Transcript
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
CrowdStrike Holdings, Inc. (CRWD) Presents at Fal.con, Las Vegas Transcript
Cybersecurity stocks are trading lower Wednesday morning as a marquee earnings beat drew heavy selling, and the reaction looks like a repricing of one name's premium while sector peers move far less.
Plus, models from Anthropic, Google and World Labs
Software stocks are selling off Tuesday morning even as the sector's flagship name uses its own conference stage to broadcast a milestone deal, a split that points to multiples rather than fundamentals as the driver.