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CrowdStrike Holdings jumped 20.5% to $227.96 on Thursday after the company reported record recurring-revenue growth and raised its annual outlook. Trading volume reached roughly…
Record net new ARR and stronger cash conversion pushed the stock near fresh highs. The valuation now leaves less room for a routine quarter.
Market close: Aug. 27, 2026, 16:00 EDT · Financials: quarter ended July 31, 2026The pre-report reference is inferred from the 20.5% one-day move. Closing data are timestamped Aug. 27, 2026, 16:00 EDT.
Net new ARR accelerated faster than total ARR. Falcon Flex ARR exceeded $2.29B and grew 101%, showing larger platform commitments rather than a narrow seat expansion.
| Revenue guide midpoint | $6.001B |
| Prior midpoint | $5.935B |
| Guide increase | $66M |
| Q3 revenue midpoint | $1.526B |
| Metric | Q2 FY27 | Change |
|---|---|---|
| Revenue | $1.471B | +26% |
| Subscription revenue | $1.400B | +27% |
| GAAP subscription margin | 78% | +1 pt |
| Operating cash flow | $530.3M | +59% |
| Free cash flow | $377.4M | +33% |
| GAAP operating loss | ($33.2M) | improved $72.3M |
Adoption rates among subscription customers as of July 31, 2026.
| Company | Ticker | Daily move |
|---|---|---|
| Okta | OKTA | +28.6% |
| CrowdStrike | CRWD | +20.5% |
| Palo Alto Networks | PANW | +12.8% |
| ServiceNow | NOW | +10.0% |
Software and security stocks also benefited from renewed AI spending confidence.
| Implied equity value | ~$238B |
| FY27 guide midpoint multiple | ~39.7× sales |
| Raised analyst targets | $238–$250 |
| Upside to target range | 4.4%–9.7% |
| Consensus | Buy · 44 analysts |
Equity value uses $227.96 and 1.044B diluted weighted-average shares. It is an approximation, not the exchange-reported market capitalization.
Valuation risk is immediate: raised price targets sit close to the market price.
Other watchpoints: long enterprise sales cycles, intense platform competition, acquisition integration, and $399.0M of quarterly stock-based compensation.
Toy Story 5 is set to debut on Disney+ on September 23, following a global theatrical performance that brought in $1.129 billion. This release…
The September 23 streaming debut extends a proven franchise into an SVOD business growing revenue by double digits.
Disney+ streaming launch
Window sequence: theaters → digital storefronts → subscription streaming.
Domestic receipts supplied 42.4% of worldwide gross. The opening accounted for 33.4% of the final domestic total, showing sustained demand beyond launch weekend.
| Metric | Value |
|---|---|
| Price | $106.82 |
| Session move | −2.60% |
| Market capitalization | $186.2B |
| Trailing P/E | 22.1× |
| Volume | 8.70M shares |
Quote timestamp: Aug. 27, 2026, 19:29 EDT. The available data do not attribute the decline to the streaming announcement.
| Fiscal Q3 metric | Result | YoY |
|---|---|---|
| Total revenue | $25.25B | +7% |
| Entertainment revenue | $11.35B | +6% |
| Entertainment operating income | $1.68B | +64% |
| SVOD subscription revenue | — | +15% |
| SVOD advertising revenue | — | +3% |
| Free cash flow | $3.07B | +63% |
Quarter ended June 27, 2026; results reported August 5. Disney reiterated roughly 16% adjusted EPS growth for fiscal 2026 including the 53rd week.
Engagement: whether a theatrical winner raises viewing and lowers Disney+ churn.
Margin: incremental use of an owned film library should support the 13% SVOD margin if marketing stays disciplined.
Window trade-off: subscription availability follows digital sales by 36 days and may curb later purchase revenue.
Disclosure gap: Disney has not published a title-level subscriber or retention target. Current Street consensus is omitted because no live figure was independently verified.
Sources: Disney fiscal Q3 shareholder letter · The Numbers · release announcement coverage · Google Finance. Market figures timestamped Aug. 27, 2026, 19:29 EDT.
Oil prices surged on Thursday as Washington declined to revert to previous Iran deal terms. Brent climbed $1.85 to $89.70, while U.S. West Texas…
Settlement snapshot for August 27, 2026. Updated at 21:06 EDT / August 28, 03:06 CEST.
Brent settled 5.5% above EIA's third-quarter average and 15.0% above its fourth-quarter forecast.
| Commercial crude stocks | 428.9M bbl 1% above five-year average |
| Weekly crude change | +0.1M bbl |
| Gasoline stocks | −2.5M bbl 6% below five-year average |
| Refinery utilization | 97.4% |
| Refinery inputs | 17.4M b/d |
| Channel | Signal |
|---|---|
| Inflation | Upward Higher crude lifts refined-product and freight costs. |
| Airlines & transport | Margin risk Fuel hedges determine near-term sensitivity. |
| Producers | Cash-flow support WTI above $80 strengthens upstream economics. |
| Refiners | Mixed Feedstock rises while gasoline stocks remain tight. |
| Scenario | Price pressure | Evidence to watch |
|---|---|---|
| Verified Hormuz corridor | Downward | Higher tanker counts, lower freight and insurance rates. |
| Diplomacy remains stalled | Premium persists | Brent–WTI spread holds above $6. |
| Further military escalation | Sharp upside risk | Supply outages, shipping delays and wider refined-product cracks. |
| Demand disappoints | Offsets risk premium | Inventory builds and weaker refinery runs. |
Dicker Data and Xero Lead ASX Into Closing Stretch28/08/2026 · 15:39 AEST AUSTRALIA • CASH EQUITIES • ACTIVE Late bounce holds as earnings split…
Buyers in the U.S. housing market have gained greater leverage in negotiations, but affordability remains limited. Mortgage rates continue to hover close to their…
Listings greatly exceed active demand, but the monthly payment burden remains near its 2026 high.
Updated Aug. 27, 2026Market/asset/sectorPrincipal and interest only. The rate increase adds about $176 monthly, or $2,112 annually.
| Metric | 2025 | 2026E | 2027E |
|---|---|---|---|
| Total home sales | 4.75M | 4.74M | 4.94M |
| Housing starts | 1.36M | 1.37M | 1.34M |
| 30-year rate, avg. | 6.6% | 6.5% | 6.7% |
| Mortgage originations | $1.96T | $2.17T | $2.29T |
Bullish: A sustained decline in Treasury yields lowers mortgage payments and unlocks sidelined demand without requiring deep discounts.
Bearish: Rates remain near 2026 highs, keeping buyer counts depressed and forcing builders to extend incentives.
Watch: Weekly mortgage rates, price-cut shares, pending sales and builder incentive use.
SAN FRANCISCO, August 27, 2026, 18:45 EDT — PagerDuty stock eased 0.2% in after-hours trading after the company announced it will cut its workforce…
Cost controls and a 15% workforce reduction lifted the earnings outlook. Revenue grew just 0.8%, leaving shares almost unchanged after hours.
Q2 FY2027Reported Aug. 27, 2026The margin expansion is the dominant signal. Customer and recurring-revenue growth remain modest.
| Metric | New | Prior | Midpoint change |
|---|---|---|---|
| FY revenue | $491.5M–$496.5M | $488.5M–$496.5M | +0.3% |
| FY adj. EPS | $1.33–$1.37 | $1.27–$1.32 | +4.2% |
| Q3 revenue | $123M–$125M | — | New |
| Q3 adj. margin | 26.5%–27.5% | — | New |
Bull case: The restructuring protects cash generation and supports a higher EPS range. Q2 beat revenue guidance, and free cash flow improved.
Bear case: ARR grew only 0.4% and retention stayed below 100%. The stock already trades above the average analyst target.
Watch next: Q3 revenue of $123M–$125M, adjusted margin of 26.5%–27.5%, retention and the pace of restructuring charges.
Shares of Elastic N.V. jumped 19.7% following an earnings report that surpassed expectations on Thursday. The rise boosted its market capitalization by roughly $1.7…
| Metric | Q1 FY2027 | Change / reference |
|---|---|---|
| Total subscription revenue | $449M | +15% |
| Sales-led subscription revenue | $399M | +18% |
| Total RPO | $1.854B | +27% |
| Net expansion rate | ~111% | Stable expansion signal |
| Non-GAAP operating margin | 16.2% | $77M income |
| GAAP operating margin | -5.0% | $24M loss |
Consensus: 24 analysts. Targets may reset after the earnings release.
Ulta Beauty shares declined 2.89% in after-hours trading on Thursday, erasing gains seen earlier following the company's release of higher sales and profit outlooks.
Revenue beat consensus by roughly $76 million and EPS beat by $0.36, yet the stock reversed lower. The raised annual EPS midpoint increased less than 1%, while gross margin slipped 10 basis points.
| Metric | Q2 FY25 | Q2 FY26 | YoY |
|---|---|---|---|
| Net sales | $2.788B | $3.036B | +8.9% |
| Comparable sales | 6.7% | 3.8% | −290 bp |
| Gross margin | 39.2% | 39.1% | −10 bp |
| Operating income | $344.9M | $379.6M | +10.1% |
| Diluted EPS | $5.78 | $6.55 | +13.3% |
| Metric | Prior | Updated |
|---|---|---|
| Sales growth | 6.0%–7.0% | 6.7%–7.2% |
| Comparable sales | 2.5%–3.5% | 3.2%–3.7% |
| Operating-income growth | 6.5%–9.0% | 8.3%–9.3% |
| Diluted EPS | $28.36–$28.80 | $28.70–$29.00 |
Watch: Space NK mix, comparable-sales deceleration, gross margin, inventory, consumer confidence and cash funding for repurchases.
SANTA CLARA, August 27, 2026, 18:05 — Marvell Technologies stock slid 7.6% in after-hours trading, despite the company reporting record quarterly revenue of $2.74…
The fundamentals beat estimates, but not elevated AI expectations. Q3 revenue guidance exceeded consensus by about 4%, while the non-GAAP gross-margin midpoint falls 90 basis points sequentially.
| Metric | Q2 FY26 | Q2 FY27 | YoY |
|---|---|---|---|
| Revenue | $2.006B | $2.739B | +36.5% |
| GAAP operating income | $290.1M | $459.7M | +58.5% |
| GAAP gross margin | 50.4% | 53.1% | +270 bp |
| Operating cash flow | — | $605.5M | — |
| Metric | Guide midpoint | Consensus | Premium |
|---|---|---|---|
| Revenue | $3.15B | $3.03B | +4.0% |
| Adjusted EPS | $1.10 | $1.07 | +2.8% |
| Non-GAAP gross margin | 58.0% | — | −90 bp QoQ |
Revenue midpoint implies roughly 15% sequential growth.
Watch: custom-silicon ramps, optical demand, customer concentration, supply, gross-margin conversion and cash returns.
Shares of IREN Limited dropped 5.97% in after-hours trading on Thursday. Despite strong expansion in AI Cloud, the costs from infrastructure transition and associated…
| Operating ARR | $1.0B |
| Contracted 2026 ARR | $4.0B |
| 2026 IT capacity | ~0.3GW |
| 2027 IT capacity target | ~0.8GW |
| Recent revenue / MW | >$20M |
| Customer prepayments | 45–55% GPU capex |
| Metric | FY25 | FY26 | Change |
|---|---|---|---|
| Total revenue | $501.0M | $707.0M | +41.1% |
| AI Cloud revenue | $16.4M | $128.8M | +685% |
| Adjusted EBITDA | $269.7M | $245.7M | -8.9% |
| Net income/(loss) | $86.9M | -$702.6M | NM |
| Regular close | $40.53 |
| After-hours | $38.11 |
| Implied value change | ~-$865M |
| 52-week range | $22.63–$76.87 |
| Ratings | 7 Buy / 2 Hold / 1 Sell |
| Average target | $77.44 |
Watch: quarterly adjusted EBITDA fell 67.7% sequentially as staffing and platform costs arrived before the revenue ramp. Deferred revenue drove $1.722 billion of quarterly operating cash flow.
Shares of Affirm Holdings, Inc. rose 8.57% in after-hours trade on Thursday, as the buy-now-pay-later firm reported record quarterly volume alongside increased operating profits.
| Metric | Q4 FY25 | Q4 FY26 | Change |
|---|---|---|---|
| GMV | $10.4B | $14.1B | +36% |
| Revenue | $876.4M | $1.166B | +33% |
| RLTC | $425.1M | $589.1M | +38.6% |
| GAAP operating income | $58.1M | $147.3M | +153.6% |
| Credit-loss provision | $156.6M | $223.2M | +42.5% |
| FY27 GMV | >$64B |
| FY27 revenue / GMV | ~8.5% |
| FY27 adjusted margin | >30.5% |
| FY27 GAAP margin | >14.5% |
| Analyst mix | 17 Buy / 5 Hold |
| Average target | $93.28 |
| Target upside vs. AH | 10.9% |
PLEASANTON, California, August 27, 2026, 17:30 – Workday shares fell 7.0% in after-hours trading after the company issued a subscription revenue outlook of $2.52…
Market snapshot: August 27, 2026, 17:30 EDT · Quarter ended July 31
Bar lengths are normalized within each comparison, not a common scale.
| Metric | Current | Investor signal |
|---|---|---|
| Q3 subscription revenue | ~$2.515B | Broadly in line |
| FY subscription revenue | $9.94–$9.95B | Tiny midpoint raise |
| New buyback authorization | $4.0B | ~9% of AH value |
| After-hours value loss | ~$3.3B | 7.02% move |
| Consensus | Outperform |
| Analysts | 41 |
| Average target | $188.21 |
| Median target | $202.00 |
| Target range | $92–$275 |
| Upside to average | 4.6% |
Watch enterprise IT budgets, large-deal timing, AI pricing, Financials adoption and acquisition speculation. Extended-hours liquidity can amplify the move.
The Gap, Inc. surged 15.44% in after-hours trading to $24.00, boosting its market capitalization by roughly $1.16 billion, based on 362 million diluted shares.
Market snapshot: August 27, 2026, 17:30 EDT · Quarter ended August 1
Bar lengths show absolute change; colors show direction.
| Metric | Value | Signal |
|---|---|---|
| Revenue | $3.65B | −2% YoY |
| Adjusted gross margin | 41.4% | +20 bps |
| Adjusted operating margin | 7.1% | core |
| Cash + short-term investments | $2.5B | +2% YoY |
| YTD free cash flow | $261M | positive |
| YTD capital returned | $726M | $601M buybacks |
| Consensus | Moderate Buy |
| Ratings | 7 buy · 11 hold · 0 sell |
| Average target | $26.29 |
| Upside from $24 AH | 9.5% |
| Target range | $20–$41 |
Watch Old Navy traffic, Athleta’s reset, promotional intensity, tariff policy and fuel costs. Extended-hours liquidity can amplify the quoted move.
Rubrik shares fell significantly after the bell, even though the company reported much stronger earnings than expected. The reaction suggested investors had already anticipated…
| Metric | Q2 FY27 | Q2 FY26 | Change |
|---|---|---|---|
| Revenue | $427.3M | $309.9M | +38% |
| Subscription ARR margin | 14.0% | 9.4% | +4.6 pp |
| Non-GAAP gross margin | 81.0% | 81.6% | −0.6 pp |
| Free cash flow | $65.7M | $57.5M | +14% |
| FCF margin | 15% | 19% | −4 pp |
| Metric | Prior range | New range | Midpoint lift |
|---|---|---|---|
| Revenue | $1.638B–$1.648B | $1.685B–$1.693B | +$46M |
| Subscription ARR | $1.854B–$1.862B | $1.880B–$1.885B | +$24.5M |
| Free cash flow | $293M–$303M | $323M–$333M | +$30M |
| Adjusted EPS | $0.25–$0.35 | $0.47–$0.53 | +$0.20 |
3,084 large customers+23% YoY$1.75B liquidity
Extended-hours liquidity can distort price discovery. Rubrik remains GAAP-loss-making. Non-GAAP gross margin slipped 0.6 point, free-cash-flow margin fell four points, and a record-high setup leaves little room for execution misses.
Sources: Rubrik/Business Wire results, Rubrik prior guidance, Public after-hours data, WSJ market data and Yahoo Finance analyst data. Figures are company-reported unless otherwise stated.
SentinelOne, Inc. dropped roughly 3.1% in after-market trade on Thursday, coming after the stock surged 10.5% during the regular session to close at $22.71.
Midpoints: revenue $1.200B → $1.2045B; operating income $120M → $126M; EPS $0.35 → $0.31; share count 350M → 361M.
38 ratings aggregated by Robinhood. Ratings are not investment advice.
Autodesk Inc. shares dropped 5.0% in extended trading as investors focused more on the expense of growth rather than a robust quarter.
MaintainX raises reported sales guidance, while financing and transaction costs reduce near-term cash conversion.
| Metric | May | August | Change |
|---|---|---|---|
| FY revenue midpoint | $8.185B | $8.320B | +$135M |
| FY FCF midpoint | $2.763B | $2.738B | −$25M |
| Non-GAAP margin | ~39% | ~39% | Flat |
| FY adjusted EPS | $12.53 | $12.56 | +$0.03 |
| AECO revenue | $1.029B | +17% |
| AutoCAD family | $500M | +14% |
| Manufacturing | $385M | +15% |
| Current RPO | $5.245B | +12% |
| Total RPO | $7.433B | +2% |
| Unbilled deferred revenue | $3.175B | −8% |
| Buy ratings | 30 |
| Sell ratings | 0 |
| Regular-session volume | 3.71M |
| Market value at close | about $57.1B |
Sources: Autodesk fiscal Q2 release; Yahoo Finance; Public after-hours data; Investing.com analyst compilation. Extended-hours prices can be volatile and less liquid.
![Australia Stock Market Today 28/08/2026 [UPDATE: 15:39 AEST] [Dicker Data and Xero Lead ASX Into Closing Stretch]](https://ts2.tech/wp-content/uploads/2026/08/AU-market-dashboard-2026-08-28-1536-1024x683.jpg "Australia Stock Market Today 28/08/2026 [UPDATE: 15:39 AEST] [Dicker Data and Xero Lead ASX Into Closing Stretch]")
