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Cybersecurity Stocks Retreat From Record Highs — Citi Raises CRWD, PANW, ZS Targets On Improving Spending Momentum
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.
Stocktwits
Cybersecurity Stocks Retreat From Record Highs — Citi Raises CRWD, PANW, ZS Targets On Improving Spending Momentum
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.
Stocktwits
More News
CrowdStrike Holdings (CRWD) Sees a More Significant Dip Than Broader Market: Some Facts to Know
In the latest trading session, CrowdStrike Holdings (CRWD) closed at $248.87, marking a -4.73% move from the previous day.
Zacks
PANW vs. CRWD: Which Cybersecurity Stock Has an Edge Right Now?
Palo Alto Networks gains an edge over CrowdStrike with strong platform growth and rising SASE bookings, while CRWD faces slowing sales growth.
Zacks
OpenAI CFO Sarah Friar Sees Cybersecurity As Potential 'Big Driver' Of Business Amid Rising AI Demand
Friar also discussed increasing agentic AI usage in Europe, while acknowledging that the region trails somewhat in adoption.
Stocktwits
Dan Ives’ AI Bull Case Extends To South Korea – With A 9,000 KOSPI Target And 2027 Stock Picks
The analyst also sees the Nasdaq reaching 35,000 by 2029 and names Nvidia, Microsoft, Palantir, Apple, and CrowdStrike among his top tech picks for 2027.
Stocktwits
Can Unified Platform Strategy Boost CRWD's Revenue Growth?
CrowdStrike's unified platform strategy drives Falcon adoption and customer spending, with record net new ARR supporting its revenue growth outlook.
Zacks
Dan Ives Says Semiconductor Sell-Off Is ‘Way Overdone’ As AI Spending Fears Rattle NVDA, MU, SKHY, SNDK
In an interview with CNBC, he said data center deals were accelerating and that the demand to supply ratio stands at 13:1.
Stocktwits
Does Fortinet's Strong Margin Profile Make the Stock Worth Buying Now?
FTNT's record margins, raised 2026 guidance and AI security push strengthen its profitability story, but rising chip costs and product-mix pressure remain key concerns.
Zacks
Why CrowdStrike Holdings Stock Crushed it on Friday
Key PointsHe maintained his buy recommendation on the shares...
Nasdaq News: Markets
CrowdStrike Recommends Stockholders Reject the Mini-Tender Offer by Tutanota LLC
CrowdStrike Holdings, Inc. (NASDAQ: CRWD) today announced that it has received notice of an unsolicited mini-tender offer by Tutanota LLC, a limited liability company established pursuant to the laws of the Island of Nevis (Tutanota) to purchase up to 500,000 shares of CrowdStrike common stock at a...
Business Wire

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