CrowdStrike Holdings, Inc.
CRWD · Technology
$215.07
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VAST Data and CrowdStrike Deliver First-of-Its-Kind Cybersecurity Across the AI Operating System
VAST Data and CrowdStrike announced new integrations bringing enterprise-grade cybersecurity across AI infrastructure, data access, and AI pipelines. The partnership integrates CrowdStrike Falcon sensor natively into VAST's AI Operating System, with planned integrations for Falcon Next-Gen SIEM and Falcon Guardian (AI Detection and Response). Native Falcon sensor support is available today, while SIEM and Guardian integrations are in private preview.
The Zacks Analyst Blog Highlights Palo Alto Networks, CrowdStrike and Fortinet
Palo Alto Networks delivered strong quarterly results with $9.1B in Next-Generation Security ARR, up 63% year-over-year, and added nearly $1B in net new ARR in Q4 FY2026. The company projects continued robust growth with NGS ARR expected to reach $11.075-$11.175B in FY2027 (22-23% YoY growth). With strong profitability, improving cash flow, and attractive valuation relative to peers, Palo Alto Networks receives a Zacks Rank #2 (Buy) rating.
Zscaler's Next Earnings Report on September 3 Could Send the Stock Soaring. Here's Why.
Zscaler reports fiscal Q4 earnings on September 3 with low expectations set by conservative management guidance. The key catalyst for stock movement will be forward guidance, particularly ARR growth rates. With peers CrowdStrike and Palo Alto Networks recently reporting strong results driven by AI-boosted cybersecurity demand, Zscaler could benefit from similar tailwinds if it demonstrates traction in agentic AI security.
The Zacks Analyst Blog Highlights Toyota, CrowdStrike, Welltower, Blue Ridge Bankshares and Franklin Financial Services
Zacks equity research analysts featured five stocks in their analyst blog on September 2, 2026. Toyota benefits from hybrid adoption but faces headwinds from labor costs and China weakness. CrowdStrike shows strong cybersecurity demand with record ARR but faces competitive pricing pressures. Welltower's senior housing focus offers growth but carries transaction and concentration risks. Blue Ridge Bankshares and Franklin Financial Services, both microcaps, show improved fundamentals but carry execution and credit quality risks respectively.
Stock Market Today, Sept. 1: Stocks Slide and Oil Surges Amid U.S.-Iran Tension
U.S. stock markets declined on September 1, 2026, as rising crude oil prices and Treasury yields pressured equities following escalating U.S.-Iran tensions. The S&P 500 fell 0.71%, the Dow dropped 0.79%, and the Nasdaq declined 1.03%, with technology stocks leading the selloff. Growth stocks underperformed value stocks, while oil surged 5%.