Software stocks rebound as Anthropic announces new partnerships

Anthropic announced new AI tools that connect with Salesforce-owned Slack, Intuit, Docusign, LegalZoom, FactSet and Google's Gmail. Cybersecurity and software names have sold off heavily in recent weeks as investors fretted about potential disruption from artificial intelligence.

CNBC • 11 hours ago

Is Okta's Growth Reset A Risk Or An Opportunity?

Okta's (NASDAQ:OKTA) is more than just another cybersecurity stock — it has shown strong and quantifiable financial performance while evolving into a profitable enterprise software entity. In its complete fiscal year 2025, Okta disclosed total revenue of $2.61 billion, marking a 15% increase from the previous year, while subscription revenue rose 16% to $2.556 billion, underscoring a consistent demand for its identity and access management offerings.

Forbes • Feb 23, 2026

Cybersecurity stocks drop for a second day as new Anthropic tool fuels AI disruption fears

Cybersecurity stocks dropped for a second day as the threat of AI to the industry loomed large with Anthropic's latest AI tool that can scan code for vulnerabilities. Investors are worried these new tools will displace software business models and many tasks handled by cybersecurity vendors.

CNBC • Feb 23, 2026

CrowdStrike, Datadog and other cybersecurity stocks slide after Anthropic's AI tool launch

Shares of cybersecurity companies including CrowdStrike and Datadog slumped on Monday, as investors weighed the potential impact of artificial intelligence startup Anthropic's new security tool on the industry.

Reuters • Feb 23, 2026

CrowdStrike, Okta lead cyber selloff after Anthropic's Claude update

Cybersecurity stocks were hit hard on Friday as investors digested a new move from Anthropic that pushes Claude further into a job long dominated by specialist security software. CrowdStrike and Okta led the decline, with other cybersecurity names moving lower as investors weighed recurring strategic questions.

Invezz • Feb 20, 2026

Okta (OKTA) Sees a More Significant Dip Than Broader Market: Some Facts to Know

In the latest trading session, Okta (OKTA) closed at $81.8, marking a -1.36% move from the previous day.

Zacks Investment Research • Feb 19, 2026

Here is What to Know Beyond Why Okta, Inc. (OKTA) is a Trending Stock

Okta (OKTA) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Zacks Investment Research • Feb 17, 2026

2 Monster Stocks to Hold for the Next 10 Years

Caterpillar helps build and power data centers. Caterpillar reported a backlog of $51.2 billion in the fourth quarter.

The Motley Fool • Feb 17, 2026

3 Historically Cheap Software Stocks Begging to Be Bought Amid the Recent Tech Rout

Although the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite have soared, the iShares Expanded Tech-Software Sector ETF recently plunged 32% from its all-time high. Potentially overblown concerns that generative AI will reduce or negate the need for software have crushed software stocks in recent weeks.

The Motley Fool • Feb 13, 2026

Wall Street Analysts Think Okta (OKTA) Is a Good Investment: Is It?

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.

Zacks Investment Research • Feb 12, 2026