Shares of cybersecurity-related companies are trading higher amid sympathy with Crowdstrike and Okta after those companies reported better-than-expected financial results and raised their respective guidance metrics above estimates.

Shares of cybersecurity-related companies are trading higher after AI executives from companies including Anthropic, OpenAI and SpaceXAI signaled that the industry's growth may have to be slowed, which may limit threats to software vendors.

Elmet Group, Rum Group, Tyra Biosciences And Other Big Stocks Moving Higher On Monday

Nasdaq fell 1%, while Elmet surged 50.6% on $450M DoD funding plans; Rum, SailPoint, Tyra and cybersecurity stocks also rallied.

Wedbush Assumes Check Point Software Tech at Neutral, Announces Price Target of $135

Wedbush analyst Steven Wahrhaftig assumes Check Point Software Tech (NASDAQ:CHKP) with a Neutral rating and announces Price Target of $135.

PANW Surges 102% in 6 Months: Should You Buy, Sell or Hold the Stock?

Palo Alto Networks (PANW) has surged 102% in six months, driven by strong demand for AI-native cybersecurity solutions, particularly in SASE with 40% bookings growth and 9x increase in agentic traffic. However, rising cloud hosting costs, higher hardware component costs, and a premium valuation of 18.97X forward P/S ratio warrant caution. Zacks recommends a Hold rating despite strong long-term growth prospects.

Wedbush Assumes Datadog at Outperform, Announces Price Target of $275

Wedbush analyst Steven Wahrhaftig assumes Datadog (NASDAQ:DDOG) with a Outperform rating and announces Price Target of $275.

Oil Tops $100, Meta and Cloudflare Jump On AI Breakthroughs: Stock Market Today

Brent crude pushes above $100 a barrel for the first time since July as US-Iran strikes escalated, equities slip broadly.