Trend Micro surged. US security giant CrowdStrike reported earnings showing that earnings per share and revenue exceeded expectations, and indicated an upward revision to its ARR growth forecast. Buying has spread to domestic security-related stocks as a result.
Trend Micro's share price surged. The share price performance of US security giant CrowdStrike was seen as a catalyst.
CrowdStrike announced its first-half results on the 26th. Both earnings per share and revenue exceeded market expectations, and the company announced upward revisions to its revenue forecast and new ARR growth rate forecast. In response, its share price rose more than 20% in the US market on the 27th.
Against this backdrop, domestic security-related stocks also moved higher. Specifically, HENNGE, グローバルセキュリティエキスパート, サイバーセキュリティクラウド and 網屋 attracted market attention.