CrowdStrike vs. OKTA: What Revenue Trends Between These Cybersecurity Giants Tell Investors

CrowdStrike and OKTA both show strong quarter-over-quarter revenue growth driven by increased AI-related cybersecurity demand. CrowdStrike's revenue nearly doubled over eight quarters ($1.0B to $1.5B), significantly outpacing OKTA's steady growth ($665M to $805M). However, OKTA is profitable with a 13% operating margin, while CrowdStrike remains unprofitable at -2%. CrowdStrike commands a premium valuation (P/S ratio of 38) versus OKTA's more reasonable multiple (P/S of 10), making OKTA potentially better value for investors despite CrowdStrike's faster growth trajectory.

09/08/2026, 5:32 PM • The Motley Fool

Breakfast News: Selling Is an Art. Your Art.

The Motley Fool is selling 15% of its CrowdStrike position, its largest Epic Portfolio holding, due to high valuation (36x forward sales) and a declining Potential Growth Indicator, despite strong Q2 earnings. The company delivered record revenue of $1.47B (+26% YoY), robust cash flow growth, and raised FY2027 guidance. CrowdStrike remains a buy across all Fool services, but the article emphasizes that selling decisions should be based on individual investment plans rather than formulas.

09/07/2026, 7:30 AM • The Motley Fool

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.

09/04/2026, 2:45 PM • GlobeNewswire

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.

09/02/2026, 12:26 PM • The Motley Fool

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%.

09/01/2026, 5:02 PM • The Motley Fool

AI Deception Tools Market to Expand at 28.75% CAGR, Reaching USD 8.57 Billion by 2035 | SNS Insider

The global AI Deception Tools Market is projected to expand from $0.69 billion in 2025 to $8.57 billion by 2035, growing at a CAGR of 28.75%. North America leads the market, with the U.S. expected to grow from $0.20B to $2.45B. Cybersecurity dominates by application (48% share), while Machine Learning leads by technology. The market is driven by rising cyberattacks, increased adoption of AI-based threat detection, and growing demand across BFSI, government, and defense sectors.

08/28/2026, 8:00 AM • GlobeNewswire

Why SailPoint Stock Was Cruising Higher This Week

SailPoint stock rose nearly 10% this week, gaining momentum from strong quarterly earnings reports by peers CrowdStrike and Okta. CrowdStrike reported 26% revenue growth and record adjusted net income, while Okta posted double-digit gains on both top and bottom lines. Both companies raised full-year guidance, citing increased demand for cybersecurity and identity protection services driven by AI-related threats.

08/28/2026, 2:05 AM • The Motley Fool

Stock Market Midday, Aug. 24: Dow Edges Higher as Chip Weakness Pressures Nasdaq

The Dow Jones edged higher on Aug. 24, 2026, while the Nasdaq declined due to semiconductor weakness and tech sector volatility. Investors rotated from riskier tech stocks into blue chips amid bond market uncertainty and geopolitical concerns. Major earnings from Nvidia, CrowdStrike, and Marvell Technology are expected this week, along with Fed Chair Kevin Warsh's Jackson Hole speech on Friday.

08/24/2026, 12:15 PM • The Motley Fool

SentinelOne Is Up 42% This Year and Reports Earnings on August 27. Should You Buy Before the Earnings Release?

SentinelOne's stock has risen 42% this year on the strength of its AI-native cybersecurity platform, but the article advises against buying before its August 27 earnings report. While the company offers competitive advantages through its Singularity platform and trades at a lower valuation than peers, it faces intense competition from larger players, has consistently missed revenue estimates, and remains unprofitable with no clear path to profitability.

08/23/2026, 1:20 PM • The Motley Fool

If a Stock Market Crash Is Coming, These 2 Growth Stocks Might Be Worth Selling

With the S&P 500 trading at historically high valuations (CAPE ratio of 41.9) amid geopolitical tensions and elevated inflation, growth stocks with lofty valuations are vulnerable to sharp corrections. AMD and CrowdStrike are identified as two popular tech stocks trading at premium valuations that could be worth selling if a market downturn occurs.

08/20/2026, 6:15 AM • The Motley Fool

3 End-of-Summer Financial Moves That Could Lower Your Tax Bill in 2026

The article recommends three mid-year tax optimization strategies: reviewing W-4 withholding forms to adjust tax deductions, rebalancing investment portfolios using tax-loss harvesting to offset capital gains, and maximizing contributions to tax-advantaged retirement accounts like 401(k)s and IRAs before year-end.

08/18/2026, 7:30 AM • The Motley Fool

CrowdStrike Is One of My Largest Holdings and Trading Near Its All-Time High. Here's Why I'm Not Buying More Shares Right Now.

Despite CrowdStrike's strong business performance with record cash flows and 24% ARR growth, the author is avoiding buying more shares due to its expensive valuation of 44 times sales. While the company remains a long-term hold, the author believes better entry points will emerge and is deploying capital to more fairly valued stocks.

08/15/2026, 8:30 PM • The Motley Fool

Should You Buy CrowdStrike Stock Before the Huge Investor Update?

CrowdStrike is scheduled to report quarterly financial results that could significantly impact the stock. The article suggests that increasing cybersecurity spending driven by the proliferation of agentic AI presents investment considerations for the company.

08/15/2026, 7:31 PM • The Motley Fool

CrowdStrike vs. IonQ: Which Technology Stock Is a Better Buy in 2026?

The article compares CrowdStrike, a dominant cloud security leader with strong profitability and cash flow, against IonQ, a high-growth quantum computing pioneer still years from profitability. CrowdStrike is recommended for long-term investors seeking dependable returns, while IonQ is positioned as a speculative bet on emerging quantum technology with significant upside potential but considerable execution risk.

08/14/2026, 4:23 PM • The Motley Fool

Wall Street's Latest Blockbuster Stock Split Has Arrived -- and This Industry Titan Has Rallied 337,000% Over the Last 32 Years

Monster Beverage completed its sixth forward 2-for-1 stock split on August 11, 2026. The energy drink company has delivered a remarkable 337,000% return since 1994, driven by its dominant market position and strategic partnership with Coca-Cola, which provides global distribution access and owns approximately 20% of the company.

08/11/2026, 5:06 AM • The Motley Fool