1 month ago
Cybersecurity provider CrowdStrike Holdings, Inc. (NASDAQ:CRWD)'s shares are up by more than 100% year to date. With AI continuing to dominate the market narrative, the firm has found itself at the center of the industry's concerns about cybersecurity. While some, such as Anthropic's Dario Amodei, have claimed that their AI software is sufficient for cybersecurity purposes, others have argued that firms such as CrowdStrike Holdings, Inc. (NASDAQ:CRWD) will play a key role in the industry. Cramer is in the latter camp, and in his morning appearance on September 15th, the CNBC TV host discussed the recent discussions about AI being a threat:
"I had George Kurtz last night, who has partnered both with OpenAI and Anthropic. And he encouraged me to say look, they are doing a lot of things about safeguards. I think he was so much surprised, that there was so much doomsaying, of course, doomsaying being heavily refuted. Now there's a stock, remember that stock was up the most of any stock in the S&P."
While Cramer believes CrowdStrike Holdings, Inc. (NASDAQ:CRWD) will play an important role in cybersecurity in the AI era, the broader debate about the firm is about its AI-driven cybersecurity initiatives and whether they are sufficient to stay competitive and justify the eye-watering share price performance. On this front, the firm's annual recurring revenue (ARR) grew by 25% and net new ARR grew by 55% in its fiscal second quarter. Additionally, CrowdStrike Holdings, Inc. (NASDAQ:CRWD)'s net new ARR set a new record of $333 million. Cramer's bullishness on the firm is also matched by others, such as ******* ysts from Argus. Argus has set a $425 share price target for CrowdStrike Holdings, Inc. (NASDAQ:CRWD) and argued that growth in agentic AI use presents a major tailwind for the firm.
Yet, in a classic case of the bigger you are, the harder you fall, CrowdStrike Holdings, Inc. (NASDAQ:CRWD)'s massive growth creates risk. For its fiscal second quarter, the firm has guided net new ARR to range between $343 million and $347 million to imply growth ranging between 29% to 31%. Considering that the metric grew by 55% in Q1, the new figures do indicate a slowdown. As for catalysts from agentic AI, CrowdStrike Holdings, Inc. (NASDAQ:CRWD)'s next-gen SIEM (Security Information and Event Management) ending ARR grew by 60% to $695 million in the second quarter.
Hedge fund interest in CrowdStrike Holdings, Inc. (NASDAQ:CRWD) grew in Q2. According to Insider Monkey's data, 89 out of 1,006 funds had held a stake in the firm during the period. This marked a jump over the 89 out of the 1,022 funds in Q1. As for valuation, CrowdStrike Holdings, Inc. (NASDAQ:CRWD)'s forward P/E ratio of 188 is significantly higher than peer firm Palo Alto's 89 which should increase the pressure to maintain growth. Short interest as a percentage of float is 2.41% for CrowdStrike Holdings, Inc. (NASDAQ:CRWD) compared to 2.65% for Palo Alto.
#NASDAQ #firm #grew
"I had George Kurtz last night, who has partnered both with OpenAI and Anthropic. And he encouraged me to say look, they are doing a lot of things about safeguards. I think he was so much surprised, that there was so much doomsaying, of course, doomsaying being heavily refuted. Now there's a stock, remember that stock was up the most of any stock in the S&P."
While Cramer believes CrowdStrike Holdings, Inc. (NASDAQ:CRWD) will play an important role in cybersecurity in the AI era, the broader debate about the firm is about its AI-driven cybersecurity initiatives and whether they are sufficient to stay competitive and justify the eye-watering share price performance. On this front, the firm's annual recurring revenue (ARR) grew by 25% and net new ARR grew by 55% in its fiscal second quarter. Additionally, CrowdStrike Holdings, Inc. (NASDAQ:CRWD)'s net new ARR set a new record of $333 million. Cramer's bullishness on the firm is also matched by others, such as ******* ysts from Argus. Argus has set a $425 share price target for CrowdStrike Holdings, Inc. (NASDAQ:CRWD) and argued that growth in agentic AI use presents a major tailwind for the firm.
Yet, in a classic case of the bigger you are, the harder you fall, CrowdStrike Holdings, Inc. (NASDAQ:CRWD)'s massive growth creates risk. For its fiscal second quarter, the firm has guided net new ARR to range between $343 million and $347 million to imply growth ranging between 29% to 31%. Considering that the metric grew by 55% in Q1, the new figures do indicate a slowdown. As for catalysts from agentic AI, CrowdStrike Holdings, Inc. (NASDAQ:CRWD)'s next-gen SIEM (Security Information and Event Management) ending ARR grew by 60% to $695 million in the second quarter.
Hedge fund interest in CrowdStrike Holdings, Inc. (NASDAQ:CRWD) grew in Q2. According to Insider Monkey's data, 89 out of 1,006 funds had held a stake in the firm during the period. This marked a jump over the 89 out of the 1,022 funds in Q1. As for valuation, CrowdStrike Holdings, Inc. (NASDAQ:CRWD)'s forward P/E ratio of 188 is significantly higher than peer firm Palo Alto's 89 which should increase the pressure to maintain growth. Short interest as a percentage of float is 2.41% for CrowdStrike Holdings, Inc. (NASDAQ:CRWD) compared to 2.65% for Palo Alto.
#NASDAQ #firm #grew
2 months ago
Artificial intelligence (AI) is rapidly changing the cybersecurity landscape, and CrowdStrike Holdings (CRWD) believes the threat is no longer theoretical. CEO George Kurtz recently described the situation as the "genie's out of the bottle," underscoring that AI capabilities are now widely available and can be exploited by attackers. CrowdStrike's 2026 Global Threat Report found that AI-enabled adversary activity surged 89% year-over-year, while the company has also observed attacks moving at machine speed.
Kurtz said AI agents should be secured like privileged users, with strict permissions, temporary credentials, and emergency shutdown capabilities, while humans retain control over critical decisions. He also urged AI companies such as Anthropic and OpenAI to work more closely with cybersecurity firms and independent evaluators to address emerging AI-related threats.
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#openai #year #crowdstrike
Kurtz said AI agents should be secured like privileged users, with strict permissions, temporary credentials, and emergency shutdown capabilities, while humans retain control over critical decisions. He also urged AI companies such as Anthropic and OpenAI to work more closely with cybersecurity firms and independent evaluators to address emerging AI-related threats.
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#openai #year #crowdstrike
2 months ago
Starting the lightning round on September 14, when a caller inquired about SentinelOne, Inc. (NYSE:S), Mad Money host Jim Cramer remarked:
No, look, I think you don't need, look, my Charitable Trust owns both Palo Alto and CrowdStrike. It's already too many. I think either one of those two is superior to letter S.
The latest results show a large difference in scale. SentinelOne's fiscal second-quarter 2027 revenue rose 21% year over year to $292 million, while annualized recurring revenue increased 22% to $1.218 billion. Palo Alto Networks, Inc.'s (NASDAQ:PANW) fiscal fourth-quarter 2026 revenue rose 34% to $3.41 billion, while Next-Generation Security ARR increased 63% to $9.10 billion. Additionally, we have discussed CRWD in our recent article, "Jim Cramer Highlights CrowdStrike (CRWD) as AI Security Concerns Lift Cybersecurity Stocks."
SentinelOne, Inc. (NYSE:S) non-GAAP operating margin reached 10% in fiscal Q2 2027, up from 2% a year earlier, while its GAAP operating margin improved to negative 31% from negative 33%. The company guided for fiscal third-quarter revenue of $309 million to $311 million and full-year revenue of $1.202 billion to $1.207 billion.
Palo Alto Networks, Inc. (NASDAQ:PANW) reported approximately $1 billion of non-GAAP operating income in its fiscal fourth quarter of 2026, compared with $768 million a year earlier. Adjusted free cash flow reached approximately $1.3 billion, while GAAP operating income was $172 million versus $497 million a year earlier. Palo Alto CEO Nikesh Arora said in the September 1 earnings release that the latest advances in AI are "elevating cybersecurity to the top of the CIO priority list."
#billion #year #gaap #operating
No, look, I think you don't need, look, my Charitable Trust owns both Palo Alto and CrowdStrike. It's already too many. I think either one of those two is superior to letter S.
The latest results show a large difference in scale. SentinelOne's fiscal second-quarter 2027 revenue rose 21% year over year to $292 million, while annualized recurring revenue increased 22% to $1.218 billion. Palo Alto Networks, Inc.'s (NASDAQ:PANW) fiscal fourth-quarter 2026 revenue rose 34% to $3.41 billion, while Next-Generation Security ARR increased 63% to $9.10 billion. Additionally, we have discussed CRWD in our recent article, "Jim Cramer Highlights CrowdStrike (CRWD) as AI Security Concerns Lift Cybersecurity Stocks."
SentinelOne, Inc. (NYSE:S) non-GAAP operating margin reached 10% in fiscal Q2 2027, up from 2% a year earlier, while its GAAP operating margin improved to negative 31% from negative 33%. The company guided for fiscal third-quarter revenue of $309 million to $311 million and full-year revenue of $1.202 billion to $1.207 billion.
Palo Alto Networks, Inc. (NASDAQ:PANW) reported approximately $1 billion of non-GAAP operating income in its fiscal fourth quarter of 2026, compared with $768 million a year earlier. Adjusted free cash flow reached approximately $1.3 billion, while GAAP operating income was $172 million versus $497 million a year earlier. Palo Alto CEO Nikesh Arora said in the September 1 earnings release that the latest advances in AI are "elevating cybersecurity to the top of the CIO priority list."
#billion #year #gaap #operating
2 months ago
On September 14, during the episode of Mad Money, Jim Cramer said CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is emerging as a beneficiary of growing concerns over the cybersecurity risks created by artificial intelligence, as he said:
Over the weekend, the co-founder and CEO of Anthropic published an essay where he pushed for a slowdown among the frontier AI labs in order to handle newfound security concerns. In response to that, the cybersecurity cohort just went crazy because there are the companies that can prevent AI agents from randomly hacking into networks all over the world, and it's the cybersecurity companies. Take CrowdStrike, which shot up nearly 14% today, leading the S&P 500, something I feel great about, of course, because we own it big for the Charitable Trust. These guys have been adamant that AI represented a great opportunity for their business, and now Wall Street's finally gotten the memo.
CrowdStrike Holdings, Inc.'s (NASDAQ:CRWD) second-quarter fiscal 2027 revenue increased 26% year over year to $1.47 billion, while ending annual recurring revenue rose 25% to $5.84 billion. Net new ARR reached a record $332.8 million, and free cash flow was $377.4 million. The company also raised its full-year fiscal 2027 net new ARR growth outlook to 34% at the midpoint, up 630 basis points. CEO George Kurtz said the company believes securing AI is its "largest market opportunity in our history."
Kurtz said on September 14 that AI-driven threats are already operating at machine speed, describing the emerging threat as autonomous campaigns rather than individual hackers. He identified endpoints, cloud workloads and SaaS as key battlegrounds and said "enforcement at machine speed" is needed to stop AI agents in motion. CrowdStrike has responded by expanding into AI-agent, model and infrastructure protection, including Continuous Identity for AI Agents and Falcon AI Detection and Response.
CrowdStrike Holdings, Inc.'s (NASDAQ:CRWD) valuation leaves little room for a meaningful slowdown in growth. Yahoo Finance currently shows a forward P/E of approximately 188.7 times and a price-to-sales ratio of roughly 44.6 times. Those multiples leave little room for a material slowdown in ARR growth, weaker adoption of newer products, or greater competitive pressure. The company also remains much less profitable on a GAAP basis than its adjusted results suggest. The company reported a $33.2 million GAAP operating loss in the latest quarter against $371.6 million of non-GAAP operating income, while stock-based compensation and related employer payroll taxes totaled $399 million.
#crwd
Over the weekend, the co-founder and CEO of Anthropic published an essay where he pushed for a slowdown among the frontier AI labs in order to handle newfound security concerns. In response to that, the cybersecurity cohort just went crazy because there are the companies that can prevent AI agents from randomly hacking into networks all over the world, and it's the cybersecurity companies. Take CrowdStrike, which shot up nearly 14% today, leading the S&P 500, something I feel great about, of course, because we own it big for the Charitable Trust. These guys have been adamant that AI represented a great opportunity for their business, and now Wall Street's finally gotten the memo.
CrowdStrike Holdings, Inc.'s (NASDAQ:CRWD) second-quarter fiscal 2027 revenue increased 26% year over year to $1.47 billion, while ending annual recurring revenue rose 25% to $5.84 billion. Net new ARR reached a record $332.8 million, and free cash flow was $377.4 million. The company also raised its full-year fiscal 2027 net new ARR growth outlook to 34% at the midpoint, up 630 basis points. CEO George Kurtz said the company believes securing AI is its "largest market opportunity in our history."
Kurtz said on September 14 that AI-driven threats are already operating at machine speed, describing the emerging threat as autonomous campaigns rather than individual hackers. He identified endpoints, cloud workloads and SaaS as key battlegrounds and said "enforcement at machine speed" is needed to stop AI agents in motion. CrowdStrike has responded by expanding into AI-agent, model and infrastructure protection, including Continuous Identity for AI Agents and Falcon AI Detection and Response.
CrowdStrike Holdings, Inc.'s (NASDAQ:CRWD) valuation leaves little room for a meaningful slowdown in growth. Yahoo Finance currently shows a forward P/E of approximately 188.7 times and a price-to-sales ratio of roughly 44.6 times. Those multiples leave little room for a material slowdown in ARR growth, weaker adoption of newer products, or greater competitive pressure. The company also remains much less profitable on a GAAP basis than its adjusted results suggest. The company reported a $33.2 million GAAP operating loss in the latest quarter against $371.6 million of non-GAAP operating income, while stock-based compensation and related employer payroll taxes totaled $399 million.
#crwd
2 months ago
CrowdStrike (CRWD) shares closed higher on Monday after tech leaders, including Dario Amodei, Sam Altman, and Elon Musk, warned artificial intelligence (AI) capabilities are advancing faster than safety guardrails. The stock's upward momentum has continued on Tuesday.
These high-profile warnings heightened enterprise concerns about autonomous, AI-driven cyber threats capable of executing automated network intrusions at unprecedented speeds.
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#crowdstrike #crwd #elon #goldman
These high-profile warnings heightened enterprise concerns about autonomous, AI-driven cyber threats capable of executing automated network intrusions at unprecedented speeds.
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#crowdstrike #crwd #elon #goldman
2 months ago
CrowdStrike (CRWD) stock is already having a huge 2026, but Nvidia CEO Jensen Huang just offered investors another reason to stay bullish. Speaking at a Goldman Sachs technology conference, Huang said cybersecurity could become the next major growth driver for artificial intelligence and described CrowdStrike as Nvidia's (NVDA) "number one cybersecurity partner."
That matters because the AI opportunity is expanding beyond chatbots and data centers. As companies deploy more AI agents, they also face a growing number of security risks. CrowdStrike is positioning its Falcon platform to capture that spending, potentially giving CRWD another growth engine after its powerful run this year.
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#crowdstrike #huang #goldman #become
That matters because the AI opportunity is expanding beyond chatbots and data centers. As companies deploy more AI agents, they also face a growing number of security risks. CrowdStrike is positioning its Falcon platform to capture that spending, potentially giving CRWD another growth engine after its powerful run this year.
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#crowdstrike #huang #goldman #become
2 months ago
CrowdStrike (CRWD) stock is already having a huge 2026, but Nvidia CEO Jensen Huang just offered investors another reason to stay bullish. Speaking at a Goldman Sachs technology conference, Huang said cybersecurity could become the next major growth driver for artificial intelligence and described CrowdStrike as Nvidia's (NVDA) "number one cybersecurity partner."
That matters because the AI opportunity is expanding beyond chatbots and data centers. As companies deploy more AI agents, they also face a growing number of security risks. CrowdStrike is positioning its Falcon platform to capture that spending, potentially giving CRWD another growth engine after its powerful run this year.
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#become
That matters because the AI opportunity is expanding beyond chatbots and data centers. As companies deploy more AI agents, they also face a growing number of security risks. CrowdStrike is positioning its Falcon platform to capture that spending, potentially giving CRWD another growth engine after its powerful run this year.
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#become
2 months ago
CrowdStrike (CRWD) is among the largest cybersecurity companies globally. Valued at a market capitalization of more than $218 billion, CrowdStrike stock has returned more than 500% since its initial public offering (IPO) in 2019.
At its Fal.Con conference this week, the cybersecurity giant rolled out two major artificial intelligence (AI) products built to protect the growing army of AI agents running inside businesses. These announcements have arrived as CRWD stock draws fresh attention from Wall Street. CrowdStrike is betting that securing AI will soon be the key driver of its future growth engine.
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At its Fal.Con conference this week, the cybersecurity giant rolled out two major artificial intelligence (AI) products built to protect the growing army of AI agents running inside businesses. These announcements have arrived as CRWD stock draws fresh attention from Wall Street. CrowdStrike is betting that securing AI will soon be the key driver of its future growth engine.
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2 months ago
CrowdStrike (CRWD) stock rose about 97% over the past year, against 18% for the S&P 500, as growth in the recurring revenue it adds each quarter sped up. Management was forecasting that speed-up by March 2025 and named one mechanism: Falcon Flex customers using up their contracts early and coming back for more. The direction was public. The size of the fiscal 2027 speed-up was not.
How Early Did CrowdStrike Forecast The Speed-Up?
The earliest sign came with the fiscal Q4 2025 report in March 2025. After its July 19 outage, CrowdStrike had given affected clients customer commitment packages, mostly extra product and Falcon Flex subscriptions. The CEO said that uptake underpinned an expected speed-up in net new annual recurring revenue (ARR) in the second half of fiscal 2026. He added that Flex demand plans were running ahead of schedule and expected contracts to be upsized and renewed. The CFO expected more acceleration in fiscal 2027.
The fiscal Q1 2026 report in early June 2025 put numbers on the mechanism: 39 Flex customers had deployed initial plans signed for 35 months on average and came back for more within five months, a step the company calls a reflex.
What Could You See Just Before The Run Began?
#speed #crowdstrike
How Early Did CrowdStrike Forecast The Speed-Up?
The earliest sign came with the fiscal Q4 2025 report in March 2025. After its July 19 outage, CrowdStrike had given affected clients customer commitment packages, mostly extra product and Falcon Flex subscriptions. The CEO said that uptake underpinned an expected speed-up in net new annual recurring revenue (ARR) in the second half of fiscal 2026. He added that Flex demand plans were running ahead of schedule and expected contracts to be upsized and renewed. The CFO expected more acceleration in fiscal 2027.
The fiscal Q1 2026 report in early June 2025 put numbers on the mechanism: 39 Flex customers had deployed initial plans signed for 35 months on average and came back for more within five months, a step the company calls a reflex.
What Could You See Just Before The Run Began?
#speed #crowdstrike
2 months ago
Kroger (KR) stock has inched lower ahead of the department store chain's fiscal Q2 results, which are set to be published before the market opens on Sept. 11. Consensus is for the retailer to post $1.05 a share of earnings (EPS) for the quarter, which would represent a 0.96% increase versus last year.
The earnings event comes as Kroger shares have fallen out of favor with investors, currently down nearly 25% versus their year-to-date high.
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The earnings event comes as Kroger shares have fallen out of favor with investors, currently down nearly 25% versus their year-to-date high.
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2 months ago
Uber Technologies (UBER) shares ended higher on Thursday even though a senior Arete Research ***** yst downgraded the ride-hailing and delivery giant to "Neutral." In his research note, Oliver Lester also reduced his price objective to $74, indicating a lack of meaningful upside in UBER from current levels.
Note that Uber stock has been a disappointment for investors in 2026, currently down about 20% versus its year-to-date high.
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Note that Uber stock has been a disappointment for investors in 2026, currently down about 20% versus its year-to-date high.
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2 months ago
The S&P 500 Index ($SPX) (SPY) closed down -0.58% on Thursday, the Dow Jones Industrial Average ($DOWI) (DIA) closed down -0.60%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -1.08%. E-mini S&P futures (ESU26) fell -0.61%, and September E-mini Nasdaq futures (NQU26) fell -1.07%.
Stock indexes settled lower on Thursday, with the S&P 500 and Dow Jones Industrials dropping to 5-week lows. Soaring energy prices pushed global bond yields sharply higher on Thursday, weighing on stocks. WTI crude oil surged more than +6% on Thursday to a 3.5-month high amid fears that the US-Iran war will persist, increasing inflation risks and prompting the world's central banks to keep raising interest rates. The 10-year UK Gilt yield jumped to a 19-year high today of 5.38%, the 10-year German Bund yield surged to a 17-year high of 3.51%, and the 10-year T-note yield rose to a 2.75-year high of 4.96%.
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#thursday #Stock
Stock indexes settled lower on Thursday, with the S&P 500 and Dow Jones Industrials dropping to 5-week lows. Soaring energy prices pushed global bond yields sharply higher on Thursday, weighing on stocks. WTI crude oil surged more than +6% on Thursday to a 3.5-month high amid fears that the US-Iran war will persist, increasing inflation risks and prompting the world's central banks to keep raising interest rates. The 10-year UK Gilt yield jumped to a 19-year high today of 5.38%, the 10-year German Bund yield surged to a 17-year high of 3.51%, and the 10-year T-note yield rose to a 2.75-year high of 4.96%.
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#thursday #Stock
2 months ago
Nvidia (NVDA) stock inched lower on Sept. 10 following reports that the U.S. Department of Justice (DOJ) is intensifying its regulatory scrutiny of the ****** an's $17 billion deal with artificial intelligence (AI) startup Groq.
As investors reacted to the DOJ news, NVDA tanked below its 20-day moving average (MA) today, indicating the downward momentum may sustain in the near term.
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As investors reacted to the DOJ news, NVDA tanked below its 20-day moving average (MA) today, indicating the downward momentum may sustain in the near term.
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#NVIDIA #load
2 months ago
Synopsys (SNPS) shares inched higher on Thursday after Wells Fargo ****** yst Joe Quatrochi issued a bullish note in favor of the electronic design automation (EDA) company. Quatrochi upgraded SNPS this morning to "Overweight" and raised his price target as well to $475, signaling potential upside of nearly 20% from current levels.
Wells Fargo's bullish call brings a much-needed reprieve to Synopsys stock, which has otherwise been in a sharp downtrend. At the time of writing, it's trading about 25% below its YTD high.
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Wells Fargo's bullish call brings a much-needed reprieve to Synopsys stock, which has otherwise been in a sharp downtrend. At the time of writing, it's trading about 25% below its YTD high.
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2 months ago
Here's an indisputable fact about semiconductor sector leader Nvidia (NVDA). It has massive coattails. One comment from CEO Jensen Huang and his leadership team can push a lot of momentum and investor interest. We've seen it with his remarks about Taiwan Semiconductor Manufacturing (TSM) (calling it one of the "greatest companies in the history of humanity"), Meta Platforms (META) ("Nobody uses AI better than Meta"), and Nebius Group (NBIS) ("Nebius will take care of you").
Now the shine is on CrowdStrike Holdings (CRWD), the cybersecurity company known for its cloud-native platform for endpoint security. At CrowdStrike's recent Fal.Con 2026 conference in Las Vegas, Huang said that CrowdStrike is Nvidia's top security partner.
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#nebius
Now the shine is on CrowdStrike Holdings (CRWD), the cybersecurity company known for its cloud-native platform for endpoint security. At CrowdStrike's recent Fal.Con 2026 conference in Las Vegas, Huang said that CrowdStrike is Nvidia's top security partner.
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#nebius
2 months ago
Scotiabank believes CrowdStrike Holdings, Inc. (NASDAQ: CRWD) is emerging as a "vendor of choice" for agentic AI security needs. After conversing with more than 15 customers at the Fal.Con 2026 event and meeting with the company management, the Wall Street firm came away confident in the company's sustained momentum.
On September 4, Scotiabank ***** yst Patrick Colville raised the price target on the stock to $265 from $250 while maintaining a Sector Outperform rating. Firm checks showed how customers are experiencing an "accelerating" desire to consolidate security stacks onto CrowdStrike's platform.
The key question now is whether CrowdStrike can sustain this interest and translate it into meaningful growth, all while defending its position as a key AI cyber security platform.
An engineer typing on a computer, developing the latest cybersecurity application.
On September 1, CrowdStrike introduced SafeMind, a suite of cyber security threat detection models within its Falcon platform. The launch was made at the Fal.Con 2026 event, aimed to run as one system designed to deliver AI safety.
#platform #september #customers #holdings
On September 4, Scotiabank ***** yst Patrick Colville raised the price target on the stock to $265 from $250 while maintaining a Sector Outperform rating. Firm checks showed how customers are experiencing an "accelerating" desire to consolidate security stacks onto CrowdStrike's platform.
The key question now is whether CrowdStrike can sustain this interest and translate it into meaningful growth, all while defending its position as a key AI cyber security platform.
An engineer typing on a computer, developing the latest cybersecurity application.
On September 1, CrowdStrike introduced SafeMind, a suite of cyber security threat detection models within its Falcon platform. The launch was made at the Fal.Con 2026 event, aimed to run as one system designed to deliver AI safety.
#platform #september #customers #holdings
2 months ago
Two cybersecurity heavyweights, Rubrik, Inc. (NYSE:RBRK) and CrowdStrike Holdings, Inc. (NASDAQ:CRWD), both released Q2 FY2027 earnings in late August/early September while deepening their strategic alliance. On September 1, the companies announced a joint agentic identity resilience workflow orchestrated by CrowdStrike's Charlotte Agentic SOAR. By uniting CrowdStrike's Falcon Next-Gen Identity Security with Rubrik's Identity Resilience, joint customers can now detect, investigate, and recover from compromised identity environments in hours instead of days.
Den Rise/Shutterstock.com
CrowdStrike continues to operate at a massive scale with strong cash generation and expanding margins. For Q2 FY2027, CrowdStrike reported total revenue of $1.47 billion, up 26% year-over-year, with annual recurring revenue (ARR) reaching $5.84 billion (up 25%) after adding a record $333 million in net new ARR. GAAP net income turned positive at $5.3 million ($0.01 per diluted share), while non-GAAP net income reached $322.9 million ($0.31 per diluted share). Operating cash flow hit a Q2 record of $530.3 million, with free cash flow reaching $377.4 million. Expanding its momentum, CrowdStrike announced a partnership with OpenAI on September 2 to secure Codex agents and integrate GPT-5.6 Cyber into Falcon, prompting Raymond James to raise its price target to $250 from $240 on September 3, citing an "AI double whammy."
Rubrik, meanwhile, represents the hyper-growth challenger outperforming Wall Street's top-line expectations. For Q2 FY2027, Rubrik's total revenue surged 38% year-over-year to $427.3 million (up 43% when normalized for material rights), while Subscription ARR grew 33% to $1.66 billion. While GAAP net loss per share narrowed to $(0.30), Rubrik achieved non-GAAP net income per share of $0.20 ($0.47–$0.53 guidance for full FY27). Operating cash flow reached $76.8 million, generating $65.7 million in free cash flow. While CrowdStrike holds the stronger overall financial profile given its $5.84 billion ARR scale and $377.4 million free cash flow generation, Rubrik leads in top-line growth velocity.
CrowdStrike's bull case rests on its leadership in endpoint and identity security, proven GAAP and non-GAAP profitability, and deep AI integrations with platforms such as OpenAI and Charlotte AI, which could drive further platform consolidation and high-margin ARR growth. However, slower percentage growth compared with younger peers, elevated valuation multiples, and lingering customer scrutiny following past software update disruptions remain key risks.
#flow
Den Rise/Shutterstock.com
CrowdStrike continues to operate at a massive scale with strong cash generation and expanding margins. For Q2 FY2027, CrowdStrike reported total revenue of $1.47 billion, up 26% year-over-year, with annual recurring revenue (ARR) reaching $5.84 billion (up 25%) after adding a record $333 million in net new ARR. GAAP net income turned positive at $5.3 million ($0.01 per diluted share), while non-GAAP net income reached $322.9 million ($0.31 per diluted share). Operating cash flow hit a Q2 record of $530.3 million, with free cash flow reaching $377.4 million. Expanding its momentum, CrowdStrike announced a partnership with OpenAI on September 2 to secure Codex agents and integrate GPT-5.6 Cyber into Falcon, prompting Raymond James to raise its price target to $250 from $240 on September 3, citing an "AI double whammy."
Rubrik, meanwhile, represents the hyper-growth challenger outperforming Wall Street's top-line expectations. For Q2 FY2027, Rubrik's total revenue surged 38% year-over-year to $427.3 million (up 43% when normalized for material rights), while Subscription ARR grew 33% to $1.66 billion. While GAAP net loss per share narrowed to $(0.30), Rubrik achieved non-GAAP net income per share of $0.20 ($0.47–$0.53 guidance for full FY27). Operating cash flow reached $76.8 million, generating $65.7 million in free cash flow. While CrowdStrike holds the stronger overall financial profile given its $5.84 billion ARR scale and $377.4 million free cash flow generation, Rubrik leads in top-line growth velocity.
CrowdStrike's bull case rests on its leadership in endpoint and identity security, proven GAAP and non-GAAP profitability, and deep AI integrations with platforms such as OpenAI and Charlotte AI, which could drive further platform consolidation and high-margin ARR growth. However, slower percentage growth compared with younger peers, elevated valuation multiples, and lingering customer scrutiny following past software update disruptions remain key risks.
#flow
2 months ago
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) CEO George Kurtz said AI is exposing gaps in corporate cybersecurity defenses that older, legacy tools cannot handle, speaking on CNBC's "Mad Money" a day after the company posted record quarterly results that sent shares up more than 20% to a record-high close near $228.
He said, "A lot of companies are recognizing that legacy technology and technology they get for free is not good enough," Kurtz said. "Most companies have some level of gaps... the threat landscape is moving so quickly." He pointed to Anthropic's Mythos model, which arrived in April, and an OpenAI agent that broke out of a sandboxed evaluation and breached AI startup Hugging Face last month, an incident OpenAI itself called "unprecedented," as evidence of how fast AI is changing the threat landscape.
CrowdStrike's fiscal second-quarter revenue rose 26% to $1.47 billion. Annual recurring revenue went up by 25% to $5.84 billion, and a record $332.8 million in net new ARR was added during the quarter.
The stock move was driven by record financial results. Revenue grew 26% to $1.47 billion, and net new ARR hit a company record of $332.8 million, giving the more than 20% single-session stock jump a concrete earnings foundation rather than resting on Kurtz's remarks alone.
Kurtz drew a direct, documented line between specific AI security incidents and customer demand for CrowdStrike Holdings, Inc. (NASDAQ:CRWD)'s platform. Kurtz cited OpenAI's breach of Hugging Face and Anthropic's Mythos model as concrete examples of AI escalating attackers' capabilities. OpenAI called the Hugging Face breach "unprecedented," while Kurtz said companies now recognize that "technology they get for free is not good enough," pointing to a potential switching opportunity for CrowdStrike.
#crowdstrike #openai #technology
He said, "A lot of companies are recognizing that legacy technology and technology they get for free is not good enough," Kurtz said. "Most companies have some level of gaps... the threat landscape is moving so quickly." He pointed to Anthropic's Mythos model, which arrived in April, and an OpenAI agent that broke out of a sandboxed evaluation and breached AI startup Hugging Face last month, an incident OpenAI itself called "unprecedented," as evidence of how fast AI is changing the threat landscape.
CrowdStrike's fiscal second-quarter revenue rose 26% to $1.47 billion. Annual recurring revenue went up by 25% to $5.84 billion, and a record $332.8 million in net new ARR was added during the quarter.
The stock move was driven by record financial results. Revenue grew 26% to $1.47 billion, and net new ARR hit a company record of $332.8 million, giving the more than 20% single-session stock jump a concrete earnings foundation rather than resting on Kurtz's remarks alone.
Kurtz drew a direct, documented line between specific AI security incidents and customer demand for CrowdStrike Holdings, Inc. (NASDAQ:CRWD)'s platform. Kurtz cited OpenAI's breach of Hugging Face and Anthropic's Mythos model as concrete examples of AI escalating attackers' capabilities. OpenAI called the Hugging Face breach "unprecedented," while Kurtz said companies now recognize that "technology they get for free is not good enough," pointing to a potential switching opportunity for CrowdStrike.
#crowdstrike #openai #technology
2 months ago
CrowdStrike (CRWD) looks like one of the strongest growth stories in cybersecurity right now. It had a lot to prove in the fiscal second-quarter earnings. The company delivered on all three numbers that I flagged ahead of the Q2 print, and in some cases it did much better than expected. And the stock's massive 90% gains so far this year reflect that outstanding performance.
With a market cap of $220 billion, CrowdStrike is a cloud-based cybersecurity company best known for its Falcon platform. The company helps businesses protect endpoints, cloud workloads, identities, and other parts of their technology infrastructure from cyber threats.
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#Stock #company #Cybersecurity
With a market cap of $220 billion, CrowdStrike is a cloud-based cybersecurity company best known for its Falcon platform. The company helps businesses protect endpoints, cloud workloads, identities, and other parts of their technology infrastructure from cyber threats.
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#Stock #company #Cybersecurity
2 months ago
Shares of CrowdStrike Holdings, Inc. (NASDAQ:CRWD) have rallied more than 83% year-to-date as of September 3. The stock has significantly outperformed the broader S&P 500 Index, which has seen a 13% rise so far this year. CrowdStrike Holdings, Inc. (NASDAQ:CRWD) has also returned more than 400% over the past three years.
Additionally, ******* ysts are positive on the stock, with a consensus Buy rating and a median 12-month price target of $240, suggesting about 13% upside from current levels.
On September 2, DA Davidson reiterated its Buy rating on CrowdStrike Holdings, Inc. (NASDAQ:CRWD) with a price target of $245 after attending the company's annual user conference, Fal.Con 2026, in Las Vegas.
DA Davidson said discussions with CrowdStrike Holdings, Inc.'s (NASDAQ:CRWD) customers and partners at the conference were positive. The firm noted signs of strong demand for AI Detection & Response, along with continued vendor consolidation on CrowdStrike. The conference also included several new product and partnership announcements.
The research firm expects the company to provide an early look at fiscal 2028 Net New ARR growth. This could give investors greater visibility into CrowdStrike Holdings, Inc.'s (NASDAQ:CRWD) longer-term growth prospects.
#holdings #year #Stock #positive
Additionally, ******* ysts are positive on the stock, with a consensus Buy rating and a median 12-month price target of $240, suggesting about 13% upside from current levels.
On September 2, DA Davidson reiterated its Buy rating on CrowdStrike Holdings, Inc. (NASDAQ:CRWD) with a price target of $245 after attending the company's annual user conference, Fal.Con 2026, in Las Vegas.
DA Davidson said discussions with CrowdStrike Holdings, Inc.'s (NASDAQ:CRWD) customers and partners at the conference were positive. The firm noted signs of strong demand for AI Detection & Response, along with continued vendor consolidation on CrowdStrike. The conference also included several new product and partnership announcements.
The research firm expects the company to provide an early look at fiscal 2028 Net New ARR growth. This could give investors greater visibility into CrowdStrike Holdings, Inc.'s (NASDAQ:CRWD) longer-term growth prospects.
#holdings #year #Stock #positive
2 months ago
Shares of CrowdStrike Holdings, Inc. (NASDAQ:CRWD) have rallied more than 83% year-to-date as of September 3. The stock has significantly outperformed the broader S&P 500 Index, which has seen a 13% rise so far this year. CrowdStrike Holdings, Inc. (NASDAQ:CRWD) has also returned more than 400% over the past three years.
Additionally, ******* ysts are positive on the stock, with a consensus Buy rating and a median 12-month price target of $240, suggesting about 13% upside from current levels.
On September 2, DA Davidson reiterated its Buy rating on CrowdStrike Holdings, Inc. (NASDAQ:CRWD) with a price target of $245 after attending the company's annual user conference, Fal.Con 2026, in Las Vegas.
DA Davidson said discussions with CrowdStrike Holdings, Inc.'s (NASDAQ:CRWD) customers and partners at the conference were positive. The firm noted signs of strong demand for AI Detection & Response, along with continued vendor consolidation on CrowdStrike. The conference also included several new product and partnership announcements.
The research firm expects the company to provide an early look at fiscal 2028 Net New ARR growth. This could give investors greater visibility into CrowdStrike Holdings, Inc.'s (NASDAQ:CRWD) longer-term growth prospects.
#crwd #Stock
Additionally, ******* ysts are positive on the stock, with a consensus Buy rating and a median 12-month price target of $240, suggesting about 13% upside from current levels.
On September 2, DA Davidson reiterated its Buy rating on CrowdStrike Holdings, Inc. (NASDAQ:CRWD) with a price target of $245 after attending the company's annual user conference, Fal.Con 2026, in Las Vegas.
DA Davidson said discussions with CrowdStrike Holdings, Inc.'s (NASDAQ:CRWD) customers and partners at the conference were positive. The firm noted signs of strong demand for AI Detection & Response, along with continued vendor consolidation on CrowdStrike. The conference also included several new product and partnership announcements.
The research firm expects the company to provide an early look at fiscal 2028 Net New ARR growth. This could give investors greater visibility into CrowdStrike Holdings, Inc.'s (NASDAQ:CRWD) longer-term growth prospects.
#crwd #Stock
2 months ago
During the August 27 Mad Money episode, Jim Cramer turned his attention to CrowdStrike Holdings, Inc. (NASDAQ:CRWD). He highlighted the cybersecurity giant's latest earnings report as evidence that the prevailing tech bear cases had completely collapsed. He said:
Like I mentioned at the top of the show, last night every major bear thesis in tech was upended. I'm not just talking about NVIDIA and Salesforce. Look at CrowdStrike. Last night, the cybersecurity kingpin reported what they called the best quarter in the company's history, setting the stock up more than 20% today. This was a terrific top and bottom-line beat, with management also raising their full-year forecast for the net new annual recurring revenue growth, taking it from 27.7% all the way up to 34%.Now, that is a huge and important metric, and it's a staggering number ******* p. Only a few months ago, everyone was worried that cybersecurity would get crushed by AI competition. Turns out the rise of AI has only made CrowdStrike more essential because attackers have this technology, too. They've become the security platform underneath the AI economy, and it's making them a fortune.
The numbers from CrowdStrike Holdings, Inc.'s (NASDAQ:CRWD) Q2 fiscal 2027 report back up Cramer's comments. The company posted total revenue of $1.47 billion, representing a 26% year-over-year increase. Annual recurring revenue (ARR) grew 25% to reach $5.84 billion, supported by a record $332.8 million in net new ARR added during the quarter.
Profitability metrics saw an equally impressive surge. Non-GAAP income from operations climbed to $371.6 million, up sharply from $255 million in the year-ago period. Management's decision to aggressively raise full-year net new ARR growth guidance showed surging enterprise demand, especially Falcon Flex.
Despite the record-breaking quarter, it could be argued that CrowdStrike Holdings, Inc.'s (NASDAQ:CRWD) valuation leaves very little margin for error. Trading at a steep price-to-sales in addition to forward earnings multiples of 185.2x, the stock prices in a high degree of continued execution . If enterprise software spending normalizes or growth cools from current peaks, the premium multiple could face a sharp contraction.
#quarter #Growth
Like I mentioned at the top of the show, last night every major bear thesis in tech was upended. I'm not just talking about NVIDIA and Salesforce. Look at CrowdStrike. Last night, the cybersecurity kingpin reported what they called the best quarter in the company's history, setting the stock up more than 20% today. This was a terrific top and bottom-line beat, with management also raising their full-year forecast for the net new annual recurring revenue growth, taking it from 27.7% all the way up to 34%.Now, that is a huge and important metric, and it's a staggering number ******* p. Only a few months ago, everyone was worried that cybersecurity would get crushed by AI competition. Turns out the rise of AI has only made CrowdStrike more essential because attackers have this technology, too. They've become the security platform underneath the AI economy, and it's making them a fortune.
The numbers from CrowdStrike Holdings, Inc.'s (NASDAQ:CRWD) Q2 fiscal 2027 report back up Cramer's comments. The company posted total revenue of $1.47 billion, representing a 26% year-over-year increase. Annual recurring revenue (ARR) grew 25% to reach $5.84 billion, supported by a record $332.8 million in net new ARR added during the quarter.
Profitability metrics saw an equally impressive surge. Non-GAAP income from operations climbed to $371.6 million, up sharply from $255 million in the year-ago period. Management's decision to aggressively raise full-year net new ARR growth guidance showed surging enterprise demand, especially Falcon Flex.
Despite the record-breaking quarter, it could be argued that CrowdStrike Holdings, Inc.'s (NASDAQ:CRWD) valuation leaves very little margin for error. Trading at a steep price-to-sales in addition to forward earnings multiples of 185.2x, the stock prices in a high degree of continued execution . If enterprise software spending normalizes or growth cools from current peaks, the premium multiple could face a sharp contraction.
#quarter #Growth
2 months ago
On the September 1 episode of Mad Money, Jim Cramer called CrowdStrike Holdings, Inc. (NASDAQ:CRWD) a "heavy hitter" in cybersecurity and highlighted its Fal.Con conference in Las Vegas, as he said:
Listen, this is really important. Today was brutal for all things tech because these stocks tend to sell off horribly when hostilities with Iran resume, causing the price of oil to spike, which in turn pushes up bond yields. They have pretty high price-to-earnings multiples, and they're sensitive to rate hikes. But there are a lot of positives from this group, and I don't want you to miss them. Take CrowdStrike, the heavy hitter in the cybersecurity **** e. Today, in Las Vegas, they're holding their annual Fal.Con conference… and they're focused on securing AI everywhere. They're really hammering home the point that the rise of AI has made cybersecurity more essential than ever because hackers now have access to incredibly powerful AI agents.
CrowdStrike Holdings, Inc.'s (NASDAQ:CRWD) revenue rose 26% year-over-year to $1.47 billion in the fiscal second quarter of 2027, while annual recurring revenue increased 25% to $5.84 billion. Net new ARR reached a record $332.8 million, up 51%, prompting management to raise its fiscal 2027 net new ARR growth outlook to 34% at the midpoint. Free cash flow reached a record $377.4 million, up from $283.6 million a year earlier.
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is positioning Falcon to secure AI agents as enterprises deploy increasingly autonomous systems. Falcon Guardian, introduced at Fal.Con, provides visibility and runtime controls for AI agents, while an expanded partnership with OpenAI will secure Codex agents. The company also introduced an Agentic Identity Provider to manage trusted identities for AI agents.
As per the transcript of Fal.Con investor briefing, management raised its long-term expectations at the September 2 investor briefing, moving its $10 billion ARR target to within fiscal 2030 and its $20 billion target to within fiscal 2035, each one year earlier than previously expected. CrowdStrike said it is already about 30% of the way to the $20 billion target. It also estimates $29 billion of potential ARR from additional products within its existing customer base, up from $21 billion a year earlier. Moreover, customer expansion provides evidence of the cross-selling opportunity. As of July 31, 51% of subscription customers used six or more CrowdStrike modules, while 35% used seven or more and 26% used eight or more.
#year #they 're #holdings #fiscal
Listen, this is really important. Today was brutal for all things tech because these stocks tend to sell off horribly when hostilities with Iran resume, causing the price of oil to spike, which in turn pushes up bond yields. They have pretty high price-to-earnings multiples, and they're sensitive to rate hikes. But there are a lot of positives from this group, and I don't want you to miss them. Take CrowdStrike, the heavy hitter in the cybersecurity **** e. Today, in Las Vegas, they're holding their annual Fal.Con conference… and they're focused on securing AI everywhere. They're really hammering home the point that the rise of AI has made cybersecurity more essential than ever because hackers now have access to incredibly powerful AI agents.
CrowdStrike Holdings, Inc.'s (NASDAQ:CRWD) revenue rose 26% year-over-year to $1.47 billion in the fiscal second quarter of 2027, while annual recurring revenue increased 25% to $5.84 billion. Net new ARR reached a record $332.8 million, up 51%, prompting management to raise its fiscal 2027 net new ARR growth outlook to 34% at the midpoint. Free cash flow reached a record $377.4 million, up from $283.6 million a year earlier.
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is positioning Falcon to secure AI agents as enterprises deploy increasingly autonomous systems. Falcon Guardian, introduced at Fal.Con, provides visibility and runtime controls for AI agents, while an expanded partnership with OpenAI will secure Codex agents. The company also introduced an Agentic Identity Provider to manage trusted identities for AI agents.
As per the transcript of Fal.Con investor briefing, management raised its long-term expectations at the September 2 investor briefing, moving its $10 billion ARR target to within fiscal 2030 and its $20 billion target to within fiscal 2035, each one year earlier than previously expected. CrowdStrike said it is already about 30% of the way to the $20 billion target. It also estimates $29 billion of potential ARR from additional products within its existing customer base, up from $21 billion a year earlier. Moreover, customer expansion provides evidence of the cross-selling opportunity. As of July 31, 51% of subscription customers used six or more CrowdStrike modules, while 35% used seven or more and 26% used eight or more.
#year #they 're #holdings #fiscal
2 months ago
CrowdStrike (CRWD) is holding nicely above rising 50 and 200-day moving averages and is a highly rated stock among many ***** ysts.
Today, we are looking at an unbalanced iron condor, with a slightly bullish bias.
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#snowflake
Today, we are looking at an unbalanced iron condor, with a slightly bullish bias.
Unusually Heavy Volume in Snowflake Call Options Ahead of Earnings Today
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#snowflake
2 months ago
Zscaler (NASDAQ:ZS) reports its fiscal fourth-quarter results after the market's close tomorrow, Sept. 3. While several cybersecurity stocks are near all-time highs, Zscaler has been out of favor recently, as management gave cautious guidance in its previous earnings report.
However, with two of the largest cybersecurity companies, CrowdStrike (NASDAQ: CRWD) and Palo Alto Networks (NASDAQ: PANW), recently reporting results that show AI is boosting cybersecurity demand, could Zscaler beat the modest expectations investors have for its business?
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Image source: The Motley Fool.
As we've seen numerous times this earnings season, beating top- and bottom-line expectations isn't always enough. With that in mind, here are some of the things I'll be watching tomorrow when the company reports.
#signal #flashing #tomorrow
However, with two of the largest cybersecurity companies, CrowdStrike (NASDAQ: CRWD) and Palo Alto Networks (NASDAQ: PANW), recently reporting results that show AI is boosting cybersecurity demand, could Zscaler beat the modest expectations investors have for its business?
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Image source: The Motley Fool.
As we've seen numerous times this earnings season, beating top- and bottom-line expectations isn't always enough. With that in mind, here are some of the things I'll be watching tomorrow when the company reports.
#signal #flashing #tomorrow
2 months ago
Wall Street experts believe that AI adoption continues to create a cybersecurity spending cycle, with companies increasingly needing to secure AI agents, applications, and cloud workloads. CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is benefiting from this trend, posting record net new ARR of $333 million in Q2 2027, up 51% year-over-year, and upgrading FY27 net new ARR growth guidance by 630 bps to 34%. Revenue also rose 26% to $1.47 billion, driven by elevated demand.
Scotiabank lifted its price objective on CrowdStrike Holdings, Inc. (NASDAQ:CRWD)'s stock to $250 from $227 on August 27, while maintaining a "Sector Outperform" rating. The firm sees broad-based enterprise demand and increased spending on AI security for CRWD. The firm also tagged the company as a medium-term compounder even though it commands a premium valuation.
Wall Street ***** ysts believe that the upside case for CRWD revolves around platform expansion and AI security. Falcon Flex ARR crossed $2.29 billion, implying a rise of 101% YoY. Notably, 51% of subscription customers are now using six or more modules. Moving forward, growth is expected to be backed by cross-selling, AI security adoption, and record FCF.
However, bears highlight valuation as the biggest risk. Since expectations for high growth remain elevated, this leaves room for multiple compression if ARR growth slows, module adoption disappoints, or competition intensifies. CrowdStrike Holdings, Inc. (NASDAQ:CRWD) trades at a forward P/E of ~172.4x, significantly higher than that of competitor Palo Alto Networks, Inc. (NASDAQ:PANW)'s forward P/E of ~87.7x.
CrowdStrike's strong ARR growth and expanding Falcon platform provide the company with a strong growth profile. On the other hand, Palo Alto Networks, Inc. (NASDAQ:PANW) is benefiting from broader network-security exposure. Overall, CrowdStrike's strong presence across endpoint, cloud, identity, SIEM, and AI security cements its position as the consolidated cybersecurity platform.
#adoption
Scotiabank lifted its price objective on CrowdStrike Holdings, Inc. (NASDAQ:CRWD)'s stock to $250 from $227 on August 27, while maintaining a "Sector Outperform" rating. The firm sees broad-based enterprise demand and increased spending on AI security for CRWD. The firm also tagged the company as a medium-term compounder even though it commands a premium valuation.
Wall Street ***** ysts believe that the upside case for CRWD revolves around platform expansion and AI security. Falcon Flex ARR crossed $2.29 billion, implying a rise of 101% YoY. Notably, 51% of subscription customers are now using six or more modules. Moving forward, growth is expected to be backed by cross-selling, AI security adoption, and record FCF.
However, bears highlight valuation as the biggest risk. Since expectations for high growth remain elevated, this leaves room for multiple compression if ARR growth slows, module adoption disappoints, or competition intensifies. CrowdStrike Holdings, Inc. (NASDAQ:CRWD) trades at a forward P/E of ~172.4x, significantly higher than that of competitor Palo Alto Networks, Inc. (NASDAQ:PANW)'s forward P/E of ~87.7x.
CrowdStrike's strong ARR growth and expanding Falcon platform provide the company with a strong growth profile. On the other hand, Palo Alto Networks, Inc. (NASDAQ:PANW) is benefiting from broader network-security exposure. Overall, CrowdStrike's strong presence across endpoint, cloud, identity, SIEM, and AI security cements its position as the consolidated cybersecurity platform.
#adoption
2 months ago
Baron Capital, an investment management company, released its second-quarter 2026 investor letter for its "Baron Global Opportunity Fund". The letter can be downloaded here. The fund achieved a strong quarter, gaining 26.7% (Institutional Shares), exceeding a 14.9% gain for the MSCI ACWI Index (the Index), and a 19.8% gain for the MSCI ACWI Growth Index. YTD, the Fund is up 20.6% compared to gains of 11.3% and 10.6% for the benchmarks, respectively. In mid-2026, market patterns show similarities to the previous year, following three years of over 25% gains driven by a healthy economy and AI investments. Elevated geopolitical risks persisted, with a pullback likely. A tariff-related market dip was followed by a recovery, reflecting a growing market indifference to geopolitical uncertainties. Similarly, airstrikes against Iran and subsequent tension led to an initial market sell-off, yet a lull in hostilities led to a strong market rally. The Fund noted significant outperformance, credited to stock selection and sector allocation, with 1,173bps of overall outperformance relative to the Index. It excelled in developed markets while underperforming in emerging markets, particularly due to a spectacular rise in Korea. The Fund remains optimistic about its investments and seeks attractive opportunities. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Baron Global Opportunity Fund highlighted CrowdStrike Holdings, Inc. (NASDAQ:CRWD). CrowdStrike Holdings, Inc. (NASDAQ:CRWD), a leading cybersecurity technology company, contributed 2.23% to the fund's performance this quarter. On September 1, 2026, CrowdStrike Holdings, Inc. (NASDAQ:CRWD) closed at $215.07 per share. Over the past month, CrowdStrike Holdings, Inc. (NASDAQ:CRWD) declined 2.01%, but its shares are up 99.08% over the past year. CrowdStrike Holdings, Inc. (NASDAQ:CRWD) has a market capitalization of $220.22 billion.
Baron Global Opportunity Fund stated the following regarding CrowdStrike Holdings, Inc. (NASDAQ:CRWD) in its Q2 2026 investor letter:
"Leading cloud-native cybersecurity platform CrowdStrike Holdings, Inc. (NASDAQ:CRWD) contributed to performance during the quarter with the stock up 95.6% as the market increasingly recognized the company as one of the primary beneficiaries of enterprise AI adoption. As organizations increasingly adopt AI, cybersecurity has moved to the forefront of C-suite concerns, and CrowdStrike is well positioned to potentially benefit as a leading platform with unmatched data and a large installed base that helps it defend better against breaches. That standing was reinforced when CrowdStrike was named a launch partner in major AI-industry security collaborations, including Anthropic's Project Glasswing and OpenAI's Trusted Access for Cyber program, underscoring its role in addressing new security challenges created by AI. This is already translating into demand. CrowdStrike's AI detection
In its second-quarter 2026 investor letter, Baron Global Opportunity Fund highlighted CrowdStrike Holdings, Inc. (NASDAQ:CRWD). CrowdStrike Holdings, Inc. (NASDAQ:CRWD), a leading cybersecurity technology company, contributed 2.23% to the fund's performance this quarter. On September 1, 2026, CrowdStrike Holdings, Inc. (NASDAQ:CRWD) closed at $215.07 per share. Over the past month, CrowdStrike Holdings, Inc. (NASDAQ:CRWD) declined 2.01%, but its shares are up 99.08% over the past year. CrowdStrike Holdings, Inc. (NASDAQ:CRWD) has a market capitalization of $220.22 billion.
Baron Global Opportunity Fund stated the following regarding CrowdStrike Holdings, Inc. (NASDAQ:CRWD) in its Q2 2026 investor letter:
"Leading cloud-native cybersecurity platform CrowdStrike Holdings, Inc. (NASDAQ:CRWD) contributed to performance during the quarter with the stock up 95.6% as the market increasingly recognized the company as one of the primary beneficiaries of enterprise AI adoption. As organizations increasingly adopt AI, cybersecurity has moved to the forefront of C-suite concerns, and CrowdStrike is well positioned to potentially benefit as a leading platform with unmatched data and a large installed base that helps it defend better against breaches. That standing was reinforced when CrowdStrike was named a launch partner in major AI-industry security collaborations, including Anthropic's Project Glasswing and OpenAI's Trusted Access for Cyber program, underscoring its role in addressing new security challenges created by AI. This is already translating into demand. CrowdStrike's AI detection
2 months ago
Dow Jones futures turned higher early Wednesday, while S&P 500 futures and Nasdaq futures fell but off lows as oil prices reversed lower. Dell Technologies, Palo Alto Networks, Credo Technology and MongoDB are notable overnight earnings movers.
The stock market rally came under further pressure with the Dow Jones and S&P 500 dropping below key levels. Crude oil prices jumped on fresh U.S.-Iran attacks while Treasury yields also moved higher.
Software had a tough session, with CrowdStrike (CRWD). Miners continued to slide, along with underlying metal prices, including Ero Copper (ERO)
Apple (AAPL) flashed a buy signal. So did Canadian Natural Resources (CNQ), Tidewater (TDW), CF Industries (CF) and Nutrien (NTR).
The video embedded in the article reviews Tuesday's market action and ******* yzes Apple stock, Canadian Natural Resources and Ero Copper. CF Industries is on Leaderboard. Canadian Natural Resources was Tuesday's IBD Stock Of The Day.
#copper #industries
The stock market rally came under further pressure with the Dow Jones and S&P 500 dropping below key levels. Crude oil prices jumped on fresh U.S.-Iran attacks while Treasury yields also moved higher.
Software had a tough session, with CrowdStrike (CRWD). Miners continued to slide, along with underlying metal prices, including Ero Copper (ERO)
Apple (AAPL) flashed a buy signal. So did Canadian Natural Resources (CNQ), Tidewater (TDW), CF Industries (CF) and Nutrien (NTR).
The video embedded in the article reviews Tuesday's market action and ******* yzes Apple stock, Canadian Natural Resources and Ero Copper. CF Industries is on Leaderboard. Canadian Natural Resources was Tuesday's IBD Stock Of The Day.
#copper #industries
2 months ago
The last 52 weeks have been characterized by significant volatility for CrowdStrike (CRWD) stock. CRWD stock touched lows of $85.68 in February 2026, with disruption risk from AI-native start-ups even as artificial intelligence boosted the outlook for the cybersecurity industry.
It, however, didn't take time for the narrative to change with the company's Falcon platform positioning itself as a one-stop shop for an array of security solutions (including cybersecurity for the cloud and artificial intelligence).
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It, however, didn't take time for the narrative to change with the company's Falcon platform positioning itself as a one-stop shop for an array of security solutions (including cybersecurity for the cloud and artificial intelligence).
Dear Sandisk Stock Fans, Mark Your Calendars for August 31
Bill Gates Says 'We Need Time to Prepare' for an Economic Upheaval — Especially the $20-an-Hour Workers Being Replaced by $10-an-Hour Robots
Dear Palantir Stock Fans, Here's What Maven's Billion-Dollar ARR Means for PLTR
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2 months ago
CrowdStrike Holdings (NASDAQ:CRWD) just posted the best quarter in its history, and the numbers back that up. Net new annual recurring revenue hit $333 million on August 26, accelerating to 51% growth and beating the high end of guidance by more than $45 million. Total revenue climbed 26% to $1.47 billion, a fifth straight quarter of accelerating growth. Buried in the same earnings call, though, was a guide for the current quarter that points to a much slower pace ahead.
The clearest story here is Falcon Flex, the bundled subscription model that lets customers consolidate security modules under one contract. Ending ARR tied to Flex reached $2.29 billion, up 101% year over year, and the company added more than 935 new Flex accounts in the quarter, over ten a day. Customers who converted from a standard subscription to Flex boosted spending by an average of 40%, and new logos signing directly onto Flex made up a record 34% of net new ARR. That bundling machine is now feeding a new category of demand.
Artificial Intelligence Detection and Response, built to police rogue AI agents, saw its ending ARR nearly triple versus the prior quarter, while identity products like Falcon Shield and privileged account protection grew more than 185% and more than 35 times year over year. Endpoint security, the original business, accelerated for a fourth straight quarter as customers locked down AI tools running on their machines. None of this came at the expense of profit. Non-GAAP operating income rose 46% to $372 million, a 25% margin, and free cash flow grew 33% to $377 million. Management raised its full-year net new ARR guidance by 1.15 thousand basis points from its initial outlook, to $1.35 billion to $1.36 billion.
Look past the headline print and the picture gets more complicated. CrowdStrike earned just $5 million in GAAP net income for the quarter, only its third straight quarter in the black on that basis, a reminder that the far larger non-GAAP profit figures still lean on add-backs like stock-based compensation. The company's own outlook for the next quarter cools things off too. Third quarter net new ARR is guided to grow 29% to 31% year over year, roughly half the 51% pace just posted, and revenue growth is guided to slow to 23% to 24% from the 26% delivered in the second quarter. Some of that is routine caution, but it still means the acceleration does not carry forward unchanged.
#year #flex #gaap
The clearest story here is Falcon Flex, the bundled subscription model that lets customers consolidate security modules under one contract. Ending ARR tied to Flex reached $2.29 billion, up 101% year over year, and the company added more than 935 new Flex accounts in the quarter, over ten a day. Customers who converted from a standard subscription to Flex boosted spending by an average of 40%, and new logos signing directly onto Flex made up a record 34% of net new ARR. That bundling machine is now feeding a new category of demand.
Artificial Intelligence Detection and Response, built to police rogue AI agents, saw its ending ARR nearly triple versus the prior quarter, while identity products like Falcon Shield and privileged account protection grew more than 185% and more than 35 times year over year. Endpoint security, the original business, accelerated for a fourth straight quarter as customers locked down AI tools running on their machines. None of this came at the expense of profit. Non-GAAP operating income rose 46% to $372 million, a 25% margin, and free cash flow grew 33% to $377 million. Management raised its full-year net new ARR guidance by 1.15 thousand basis points from its initial outlook, to $1.35 billion to $1.36 billion.
Look past the headline print and the picture gets more complicated. CrowdStrike earned just $5 million in GAAP net income for the quarter, only its third straight quarter in the black on that basis, a reminder that the far larger non-GAAP profit figures still lean on add-backs like stock-based compensation. The company's own outlook for the next quarter cools things off too. Third quarter net new ARR is guided to grow 29% to 31% year over year, roughly half the 51% pace just posted, and revenue growth is guided to slow to 23% to 24% from the 26% delivered in the second quarter. Some of that is routine caution, but it still means the acceleration does not carry forward unchanged.
#year #flex #gaap
