Selloff or Market Correction? Either Way, Here's What to Do NextSee Overvalued Stocks

Cybersecurity firms CrowdStrike, Okta shares jump after better-than-expected earnings

Published 08/31/2023, 03:42 PM
Updated 08/31/2023, 03:46 PM
© Reuters. FILE PHOTO: 3D printed models of people working on computers and padlock are seen in front of a displayed CYBER SECURITY words and binary code in this picture illustration taken, February 1, 2022. REUTERS/Dado Ruvic/Illustration/file photo
OKTA
-
ZS
-
CRWD
-

By Chibuike Oguh

NEW YORK (Reuters) - Shares of CrowdStrike Holdings (NASDAQ:CRWD) Inc and Okta (NASDAQ:OKTA) Inc each gained more than 10% on Thursday after both cybersecurity firms reported better-than-expected quarterly results, driven by strong demand for their products.

CrowdStrike beat estimates when it reported late on Wednesday that its revenue jumped 37% to $731.6 million while adjusted net income more than doubled to $180 million in the second quarter on strong growth in subscriptions to its cloud-based data and identity protection services.

Its projections for third-quarter revenue and net income were also ahead of expectations.

Strong growth in subscription income also helped Okta's revenue rise 23% to $556 million while its net loss narrowed to $111 million, the company said after the closing bell on Wednesday. The results beat Wall Street analyst forecasts, according to Refinitiv data.

CrowdStrike shares rose as much as 10.2% to $164.41 on Thursday and was last trading at $162, up 8.59%. Shares have soared more than 54% year to date.

Okta's shares rose 17.6% to $86.50, their highest level since May. The stock was last up 13.5% at $83.47.

Other cybersecurity firms were also trading higher, buoyed by CrowdStrike and Okta. Zscaler (NASDAQ:ZS) Inc rose 5% while the Nasdaq Cybersecurity index was up 1.5%.

Meanwhile, shares of Palo Alto Networks (NASDAQ:PANW) Inc were up nearly 2% on Thursday after the company's stock jumped 15% last week in a single session as its strong forecast eased fears of a slowdown in the cyber sector.

© Reuters. FILE PHOTO: 3D printed models of people working on computers and padlock are seen in front of a displayed CYBER SECURITY words and binary code in this picture illustration taken, February 1, 2022. REUTERS/Dado Ruvic/Illustration/file photo

Multiple analysts raised their price target for the shares of CrowdStrike and Okta in reaction to the news. The median price target for CrowdStrike was $180 while that of Okta stood at $95.

Austin, Texas-based CrowdStrike delivers cloud-based cybersecurity protection through its Falcon platform that is used by many large U.S. companies. Okta, which is based in San Francisco, provides mostly identity protection and authentication services through its own cloud network.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2024 - Fusion Media Limited. All Rights Reserved.