Cyber Rips: CRWD +20%, PANW, ZS, S, FTNT All Rerate
CrowdStrike’s Q2 FY27 beat detonated a sector rerate. Palo Alto, Zscaler, SentinelOne, and Fortinet all ripped 9-13% as AI-security spend gets a fresh read-through.
cybersecurity stocks
Okta Q2: cRPO +14%, FY27 Guide Raised, Stock +29%
Okta Q2 FY27: revenue $805M (+11%), cRPO $2.585B (+14%), FCF $227M (+40%). FY27 guide lifted to $3.216-3.226B. OKTA +28.6% to $172.91.
CrowdStrike Beats and Raises — Why CRWD Still Dropped 9%
CRWD beat Q1 FY27, raised full-year guidance, and announced a 4-for-1 split. A $1.35B billings print missed — and the stock fell 9% after hours.
Iran Can’t Win a Missile War. It Can Win a Cyber One.
While Wall Street fixates on oil prices and Hormuz tanker routes, Iran’s most credible counter-punch against U.S. strikes isn’t military — it’s digital. Here’s what that means for cybersecurity stocks and the investors paying attention.