CrowdStrike (CRWD) stock rose 8.2% on October 23, 2026, while the S&P 500 fell 0.5%, even though the company did not report earnings. Other cybersecurity stocks also climbed, including Palo Alto Networks (up 7.2%) and Okta (up 5.8%), after an Evercore ISI survey of channel partners showed a strengthening budget outlook across the sector. The same day, CrowdStrike's chief executive said he expects many breaches in the coming months from PHP vulnerabilities, a forecast the stock market immediately rewarded. Revenue rose 25.8% in the quarter ended July 31, 2026, and the stock returned 106.0% over the 12 months to October 23, versus 15.1% for the S&P 500. Investors pay 48.7 times trailing sales, against 3.2 times for the S&P 500, and fiscal Q3 2027 results are expected in December 2026.
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