CrowdStrike is expanding its Falcon platform with AI security testing, agent monitoring and new controls to stop unauthorized activity, alongside integrations with Anthropic, AWS and Lovable.
CrowdStrike announced new AI security partnerships and expanded its European partner network, while Deutsche Bank upgraded its rating on the stock, citing a larger cybersecurity market opportunity driven by AI.
According to analysts at IO Fund, the first major driver behind the rally is the growing use of AI in cyberattacks and the expanding attack surface companies now have to defend.
Fortinet raised its full-year 2026 revenue and billings guidance, but analysts expressed concerns about slowing product growth and weaker services performance.
AI-discovered vulnerabilities during "Black October" have put cybersecurity ETFs in the spotlight, with four funds posting gains up to 63.9% year to date.
Wells Fargo said ten detailed discussions with channel partners and its reseller survey indicated cybersecurity spending was gaining momentum heading into 2027, according to The Fly.