Browsing Tag
Falcon
3 posts
CrowdStrike (CRWD) posts record results and a stock split, but cautious guidance sends shares lower
CrowdStrike posted record results, a raised ARR forecast, and a 4-for-1 stock split, but shares fell ~10% on light revenue guidance and a billings concern.
Codan (ASX: CDA) share price falls 8% on profit-taking after FY26 EBIT upgrade and 30% margin milestone
Codan upgraded FY26 EBIT to A$235m and hit a 30% margin a year early. The stock still trades at 40x forward PE. August earnings tests the premium.
How Palo Alto Networks, Microsoft, and IBM secure AI agents in real-time runtime environments
Discover how Palo Alto, Microsoft, IBM, and CrowdStrike are enabling secure deployment of AI agents with real-time observability and runtime governance.