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 • 7 hours ago

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

SentinelOne Scores Top Marks in Unified Agentic Defense Platform Evaluation

MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--SentinelOne is recognized by Software Analyst Cyber Research as a leader in its “Unified Agentic Defense Platforms Majestic Technoscope” evaluation.

Business Wire • Feb 23, 2026

Oppenheimer Channel Checks Bode Well for These 2 Cybersecurity Stocks

CrowdStrike continues to be the leader in the next-generation endpoint security space. SentinelOne appears to have had the biggest positive change in sentiment among channel partners.

The Motley Fool • Feb 22, 2026

2 Dirt Cheap Stocks to Buy With $1,000 Right Now

SentinelOne recently crossed $1 billion in annual recurring revenue and turned free-cash-flow-positive. Sirius XM benefits from a powerful, hard-to-replicate distribution advantage in the automotive sector.

The Motley Fool • Feb 22, 2026

SentinelOne's CEO Sold Over 39,000 Shares. Is the Stock a Buy or Sell?

CEO Tomer Weingarten sold 39,472 shares for approximately $532,000 on Feb. 11, 2026, at a weighted average price of around $13.48 per share. The transaction represented 3.52% of Mr.

The Motley Fool • Feb 21, 2026

Fund Dumps $6.5 Million SentinelOne Stake Amid Stock's 45% Slide

Daventry Group sold 367,751 shares of SentinelOne in the fourth quarter. The net position value change was $6.48 million as a result.

The Motley Fool • Feb 20, 2026

SentinelOne (S) Ascends While Market Falls: Some Facts to Note

SentinelOne (S) closed at $13.56 in the latest trading session, marking a +1.57% move from the prior day.

Zacks Investment Research • Feb 20, 2026

4 reasons why cybersecurity stocks are primed for a turnaround

Shares of most of the cybersecurity companies Jefferies covers are trading at the lowest valuations seen over the past five years.

Market Watch • Feb 19, 2026