Crowdstrike

CrowdStrike is in advanced talks to acquire Israeli AI cybersecurity startup ORION Security for about $500 million, replacing traditional DLP systems.

Four software companies from different fields published their financial reports last week: Salesforce, CrowdStrike, Okta, and Elastic. All four presented excellent reports but, more importantly, proved that AI is less of a threat to the software sector and more of a potential for unprecedented growth.

The cyber company beat analyst forecasts for revenue and profit, raised its guidance for the rest of the year, and attributed the growth specifically to the growing fear of artificial intelligence capabilities. What is behind the 67% rally since the beginning of 2026 - and does the stock price already reflect all the news?

Salesforce and CrowdStrike shares surged in after-hours trading following quarterly reports that beat analyst expectations. Both companies have raised their annual guidance.

CrowdStrike will invest millions of dollars in Above Security and integrate its AI technology for detecting internal threats into its security platform. The move comes shortly after a $50 million funding round completed by the Israeli company.