Cybersecurity stocks swept Friday's top gainers, led by CrowdStrike's 8% surge

As seen on the 24/7 Wall St. homepage on October 23, 2026.

Biggest movers · At the close 4:10pm ET

Gainers

CRWDCrowdStrike$257.36+8.2%
PANWPalo Alto Networks$380.5+7.2%
NETCloudflare$324.53+6.9%
ZSZscaler$254.11+6.9%
SLBSLB$52.92+6.8%

Losers

BEBloom Energy$193.54-11.1%
TAT&T$20.99-7.7%
TMUST-Mobile$146.72-7.6%
INFYInfosys$12.31-6.9%
CCZComcast$61-6.3%

Four cybersecurity names took the top gainer slots at Friday's close, with CrowdStrike up 8.2% to lead a group that rarely moves in lockstep. The damage sat in telecom, where AT&T and T-Mobile both landed among the day's worst losers alongside Bloom Energy.

Continue ReadingShow less

CrowdStrike closed up 8.16% on Friday, with Palo Alto Networks, Cloudflare, and Zscaler filling out the next three spots on the day's gainer list. That kind of sector-wide alignment across four distinct companies is uncommon, since these names do not typically move in lockstep.

Palo Alto Networks, Cloudflare, and Zscaler each settled roughly 7% higher. SLB was the lone non-cybersecurity name in the top five.

The day's heaviest selling landed in telecom and energy. Bloom Energy was the session's worst performer, sliding 11.13%, with AT&T and T-Mobile both lower, making telecom the clear pressure point of the day.

Infosys and Comcast also finished among the day's worst losers, each declining more than 6%. Friday's session split sharply between cybersecurity strength and telecom weakness heading into the week ahead.

Sources

Mentioned: CRWD, PANW, NET, ZS, SLB, BE, T, TMUS

Related Market Updates

SLB SLB

Regular session

3:40pm ET

$52.87

+5.98% open $49.88

This morning's Q3 earnings beat drove a rare one-day move for a $78.5 billion oilfield services bellwether. Management's 2027 commentary is the next thing to track.

SLB SLB

Regular session

11:40am ET

$52.85

+5.95% open $49.88

A 5.95% jump to $52.85 follows this morning's Q3 earnings beat, a rare single-session move for a $78 billion oilfield-services bellwether. How the gain holds into the close sets the tone for the rest of the group's reports.

Biggest movers · On the open 9:51am ET

Gainers

AMTAmerican Tower$196.22+8.1%
SKHYSK hynix$136.04+3.3%
EENI$61.31+3.0%
EQNREquinor$47.8+3.0%
ASANAsana$11.78+2.4%

Losers

BEBloom Energy$192.36-11.7%
MRNAModerna$185.05-8.7%
INFYInfosys$12.29-7.0%
GEGE Aerospace$279.62-4.7%
TAT&T$21.68-4.7%

American Tower opened up 8.07%, the only move above 4% on the upside across a 385-name board. Bloom Energy is off 11.67%, with Moderna, Infosys, GE Aerospace and AT&T sliding too.

SLB SLB

Q3 2026

7:04am ET

EPS

$0.64

est $0.62 +3.0%

Revenue

$9.45B

est $9.27B +2.0%

A fourth straight EPS beat, with Data Center Solutions revenue up 76% year on year as the company builds thermal and power infrastructure for AI buildouts. Management is already flagging a compelling 2027 with Middle East activity only starting to recover.

SLB SLB

Reports Fri Oct 23 Before open 6:50 AM ET Confirmed

5:00am ET

Five straight EPS beats ride on this morning's 6:50 AM ET report, with consensus at $0.62 on $9.27 billion in revenue from 22 analysts. The read-through sets the tone for Halliburton and Baker Hughes on offshore spending.

BE Bloom Energy

Q3 2026

Oct 22, 4:09pm ET

EPS

$0.94

est $0.67 +39.8%

Revenue

$1.24B

est $1.07B +15.4%

AI data center customers are pulling fuel cell deployments forward fast enough to force a third full-year guidance raise, now $4.4 billion to $4.6 billion in revenue.

BE Bloom Energy

Regular session

Oct 22, 2:35pm ET

$212.00

-11.12% open $238.53

An 11.1% slide to $212 lops roughly $7 billion off a $62 billion fuel cell name in a single session, and it lands with Q3 results due tonight. Keep an eye on whether the stock holds this level into the report.

Biggest movers · On the open Oct 22, 9:51am ET

Gainers

SPOTSpotify$580.29+10.5%
LMTLockheed Martin$602.91+9.3%
CSXCSX$51.3+6.0%
PGP&G$165.32+5.4%
NETCloudflare$319.22+3.9%

Losers

LRCXLam Research$234.14-10.2%
NOKNokia$8.36-9.7%
TERTeradyne$316.79-8.3%
AAOIApplied Optoelectronics$71.36-7.7%
COHRCoherent$219.49-7.6%

Spotify opened up 10.5% to lead a 389-name board, with Lockheed Martin close behind at 9.3%. The pain is concentrated in chip gear and optics, where Lam Research gave up 10.2% at the bell.

Biggest movers · At the close Oct 21, 4:10pm ET

Gainers

SMCISuper Micro Computer$35.58+9.6%
APLDApplied Digital$20.93+8.3%
ZSZscaler$231.55+7.9%
SPCXSpaceX$159.48+7.9%
MSTRStrategy$153.53+7.6%

Losers

TAT&T$22-6.1%
OPENOpendoor Technologies$1.95-5.6%
NFLXNetflix$65.12-5.2%
EXPEExpedia$286.61-4.7%
CAVACava$55.14-4.0%

Nearly 16 points separated the best and worst close across a 390-name watchlist, with Super Micro Computer up 9.56% to $35.58 and AT&T down 6.08% to $22. AI infrastructure and crypto-linked names took the top spots; communications and consumer took the hits.

Biggest movers · On the open Oct 21, 9:50am ET

Gainers

SMCISuper Micro Computer$36.81+13.4%
SPCXSpaceX$160.38+8.5%
DELLDell Technologies$498+7.9%
VRTVertiv$217.68+6.9%
BEBloom Energy$235.4+5.7%

Losers

NFLXNetflix$65.38-4.8%
TAT&T$22.31-4.7%
ISRGIntuitive Surgical$421.49-3.8%
MCOMoody's$461.46-2.9%
TMUST-Mobile$153.27-2.8%

Super Micro Computer opened up 13.4%, the biggest move across a 387-name priority list, with Dell, Vertiv and Bloom Energy also clearing 5%. Netflix and AT&T anchor the other end, each off roughly 4.8%.

T AT&T

Q3 2026

Oct 21, 6:32am ET

EPS

$0.65

est $0.60 +7.8%

Revenue

$32.32B

est $31.65B +2.1%

The selloff is about a $2.6 billion non-cash impairment on the Mexico wireless unit now being sold to Grupo Televisa, not the business investors are paying for. Underneath it sits a sixth straight EPS beat, a raised 2026 outlook to roughly $2.40, record fiber growth, and management still promising $24 billion or more in buybacks through 2028.