CRWD, PANW, OKTA Stocks Have Doubled This Year — Here’s What’s Driving The Cybersecurity Rally
Published . Updated .
This report is about cybersecurity.
Directly affected
- CRWD CrowdStrike Holdings+5.9% 13d
Named in this report.
- PANW Palo Alto Networks-1.6% 30d
Named in this report.
- OKTA Okta+11.6% 14d
Named in this report.
Indirectly affected
- CIBR First Trust NASDAQ Cybersecurity ETF+6.1% 30d
First Trust NASDAQ Cybersecurity ETF: it holds cybersecurity firms. Linked by “cybersecurity” (cybersecurity) in this story.
- FTNT Fortinet-22.4% 30d
Fortinet (computer peripheral equipment): hacks and breaches raise demand for security software. Linked by “cybersecurity” (cybersecurity) in this story.
- XLK Technology Select Sector SPDR+9.1% 16d
Technology Select Sector SPDR holds the technology sector that CrowdStrike Holdings belongs to, so it often moves with news about it.
- MSFT Microsoft+4.0% 30d
Microsoft is a peer of CrowdStrike Holdings in prepackaged software; rivals often move on the same news.
- PLTR Palantir Technologies+0.6% 30d
Palantir Technologies is a peer of CrowdStrike Holdings in prepackaged software; rivals often move on the same news.
- ORCL Oracle-12.4% 30d
Oracle is a peer of CrowdStrike Holdings in prepackaged software; rivals often move on the same news.
- SHOP Shopify+14.2% 30d
Shopify is a peer of CrowdStrike Holdings in prepackaged software; rivals often move on the same news.
- CRM Salesforce
Salesforce is a peer of CrowdStrike Holdings in prepackaged software; rivals often move on the same news.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| CRWD | +4.57% | +6.52% | base | after close | after close | after close | after close |
| PANW | +6.71% | +7.77% | base | after close | after close | after close | after close |
| OKTA | +5.73% | +6.93% | base | after close | after close | after close | after close |
| CIBR | +7.38% | +6.85% | base | after close | after close | after close | after close |
| FTNT | +34.78% | +28.07% | base | after close | after close | after close | after close |
| XLKNo price data for this ticker | — | — | — | — | — | — | — |
| MSFTNo price data for this ticker | — | — | — | — | — | — | — |
| PLTRNo price data for this ticker | — | — | — | — | — | — | — |
| ORCLNo price data for this ticker | — | — | — | — | — | — | — |
| SHOPNo price data for this ticker | — | — | — | — | — | — | — |
| CRMNo price data for this ticker | — | — | — | — | — | — | — |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Market Call
Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.
CRWD, PANW, OKTA Stocks Have Doubled This Year — Here’s What’s Driving The Cybersecurity Rally Yahoo Finance
Source: Yahoo Finance
The price since 1 Nov 2026: First Tr Exchange-Traded Fd (CIBR) versus the S&P 500
| Company | When | Move | Status |
|---|---|---|---|
| First Tr Exchange-Traded Fd (CIBR) | three days earlier | +6.85% | final price |
| First Tr Exchange-Traded Fd (CIBR) | five days earlier | +7.38% | final price |
| CrowdStrike Holdings (CRWD) | three days earlier | +6.52% | final price |
| CrowdStrike Holdings (CRWD) | five days earlier | +4.57% | final price |
| Fortinet (FTNT) | three days earlier | +28.07% | final price |
| Fortinet (FTNT) | five days earlier | +34.78% | final price |
| OKTA | three days earlier | +6.93% | final price |
| OKTA | five days earlier | +5.73% | final price |
| Palo Alto Networks (PANW) | three days earlier | +7.77% | final price |
| Palo Alto Networks (PANW) | five days earlier | +6.71% | final price |
Trades by members of Congress and officials in the stocks in this story
- Donald J Trump, an executive branch official, sold CrowdStrike Holdings (CRWD), worth $100,001 - $250,000 on 21 Aug 2026. That is 72 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Gilbert Cisneros bought CrowdStrike Holdings (CRWD), worth $1,001 - $15,000 on 7 Aug 2026. That is 86 days before publication. Filed 10 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, sold Palo Alto Networks (PANW), worth $15,001 - $50,000 on 28 Aug 2026. That is 65 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Palo Alto Networks (PANW), worth $500,001 - $1,000,000 on 21 Aug 2026. That is 72 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar sold OKTA, worth $1,001 - $15,000 on 24 Sep 2026. That is 38 days before publication. Filed 7 Oct 2026. View the filing.
- Scott A Kupor, an executive branch official, sold OKTA, worth $1,000,001 - $5,000,000 on 21 Sep 2026. That is 41 days before publication. Filed 24 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar bought OKTA, worth $1,001 - $15,000 on 4 Sep 2026. That is 58 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Fortinet (FTNT), worth $500,001 - $1,000,000 on 21 Aug 2026. That is 72 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Pete Sessions sold Microsoft (MSFT) (held by a spouse), worth $250,001 - $500,000 on 2 Oct 2026. That is 30 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Lisa McClain bought Microsoft (MSFT) (held by a spouse), worth $1,001 - $15,000 on 30 Sep 2026. That is 32 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Michael Rulli sold Microsoft (MSFT), worth $1,001 - $15,000 on 28 Sep 2026. That is 34 days before publication. Filed 2 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Palantir Technologies (PLTR), worth $1,001 - $15,000 on 24 Aug 2026. That is 69 days before publication. Filed 8 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around First Tr Exchange-Traded Fd (CIBR)
Companies tied to this story
- CIBR First Tr Exchange-Traded Fd
First Tr Exchange-Traded Fd (CIBR) is linked, with no stored direction, medium confidence in the 1 Nov 2026 story “CRWD, PANW, OKTA Stocks Have Doubled This Year — Here’s What’s Driving The Cybersecurity Rally.” Reason on file: First Trust NASDAQ Cybersecurity ETF: it holds cybersecurity firms. Linked by “cybersecurity” (cybersecurity) in this story
- CRWD CrowdStrike Holdings
For “CRWD, PANW, OKTA Stocks Have Doubled This Year — Here’s What’s Driving The Cybersecurity Rally,” CrowdStrike Holdings (CRWD) is linked, with no stored direction, medium confidence. Reason on file: CrowdStrike Holdings (prepackaged software): hacks and breaches raise demand for security software. Linked by “cybersecurity” (cybersecurity) in this story
- PANW Palo Alto Networks
For “CRWD, PANW, OKTA Stocks Have Doubled This Year — Here’s What’s Driving The Cybersecurity Rally,” Palo Alto Networks (PANW) is linked, with no stored direction, medium confidence. Reason on file: Palo Alto Networks (computer peripheral equipment): hacks and breaches raise demand for security software. Linked by “cybersecurity” (cybersecurity) in this story
- FTNT Fortinet
For “CRWD, PANW, OKTA Stocks Have Doubled This Year — Here’s What’s Driving The Cybersecurity Rally,” Fortinet (FTNT) is linked, with no stored direction, medium confidence. Reason on file: Fortinet (computer peripheral equipment): hacks and breaches raise demand for security software. Linked by “cybersecurity” (cybersecurity) in this story
First Tr Exchange-Traded Fd (CIBR)
First Tr Exchange-Traded Fd (CIBR) is the company in “CRWD, PANW, OKTA Stocks Have Doubled This Year — Here’s What’s Driving The Cybersecurity Rally,” the 1 Nov 2026 this story story.
First Tr Exchange-Traded Fd (CIBR) is on the page because First Trust NASDAQ Cybersecurity ETF: it holds cybersecurity firms. Linked by “cybersecurity” (cybersecurity) in this story
Also listed, CrowdStrike Holdings (CRWD): CrowdStrike Holdings (prepackaged software): hacks and breaches raise demand for security software. Linked by “cybersecurity” (cybersecurity) in this story
The price range for First Tr Exchange-Traded Fd (CIBR), and the dates in the story
CIBR traded between 98.09 and 110.59 across 20 sessions. The latest close on file is 107.88. CRWD traded between 230.91 and 286.94 across 9 sessions. The latest close on file is 249.35. PANW traded between 334.84 and 432.23 across 20 sessions. The latest close on file is 365.85.
How strong the case is around First Tr Exchange-Traded Fd (CIBR)
33 out of 100
“CRWD, PANW, OKTA Stocks Have Doubled This Year — Here’s What’s Driving The Cybersecurity Rally” scores 33 out of 100. The score uses 1 sources, and 4 linked companies.