Latest news with #CrowdStrikeHoldings
Yahoo
4 days ago
- Business
- Yahoo
CrowdStrike Leads Cloud Security Market, Recognized as IDC MarketScape Leader
CrowdStrike Holdings Inc. (NASDAQ:CRWD) is one of the best software infrastructure stocks to invest in. On June 25, CrowdStrike announced that it had been recognized as a Leader in the IDC MarketScape: Worldwide Cloud-Native Application Protection Platform/CNAPP 2025 Vendor Assessment. The recognition highlights CrowdStrike's leadership in securing modern hybrid environments, particularly as the only CNAPP provider offering unified and real-time protection across cloud, identity, and endpoint. The company's flagship product, called CrowdStrike Falcon Cloud Security, is an integral part of the broader CrowdStrike Falcon platform. It unifies proactive security with cloud runtime protection, and provides end-to-end code-to-cloud visibility, AI-driven risk prioritization, and real-time detection and response capabilities to prevent breaches. Security personnel at their consoles, monitoring a global network of threats in real-time. The IDC MarketScape specifically lauded Falcon for its proactive unified cloud security posture management/USPM that uses threat intelligence, end-to-end attack paths, and to reduce alert noise and attack surface. It also noted Falcon's reactive security in the form of cloud workload protection/CWP and cloud detection and response. CrowdStrike Holdings Inc. (NASDAQ:CRWD) provides cybersecurity solutions internationally. While we acknowledge the potential of CRWD as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the . READ NEXT: and . Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
5 days ago
- Business
- Yahoo
Can Falcon for IT Help CrowdStrike Expand Beyond Cybersecurity?
CrowdStrike Holdings, Inc. CRWD is already a leader in cybersecurity, but its latest push into IT operations through Falcon for IT could take the company further. Falcon for IT is a unified security and IT operations platform designed to streamline endpoint management, automate tasks, and enhance security module, which is within the broader CrowdStrike Falcon platform, leverages AI and real-time insights to help organizations achieve better visibility, control, and faster response times across their IT environments. With more than 20 pre-built response actions, Falcon for IT's use cases extend beyond security investigations to include endpoint reporting, incident response, baseline enforcement and automated platform is already showing early signs of growing adoption. In the first quarter of fiscal 2026, management noted that Falcon for IT replaced a legacy endpoint management tool as part of a nine-figure Falcon Flex expansion with a Fortune 100 technology firm. This deal also included Falcon Identity Protection and Next-Gen Security Information and Event Falcon platform currently has more than 30 modules, and the inclusion of Falcon for IT in a large Flex deal suggests that CrowdStrike's platform is extending its utility beyond core cybersecurity. By offering tools that handle security and IT operations on one platform, CrowdStrike simplifies the platform's usefulness, which helps it in grabbing new customers and retaining the existing ones. It also helps customers cut costs by reducing the number of separate tools they need to highlights how CrowdStrike continues to strengthen its platform and reflects the company's growing role in adjacent IT domains and not just cybersecurity. Falcon for IT may pave the way for CrowdStrike to expand into IT environments, which were traditionally outside the reach of pure-play cybersecurity vendors. Zscaler ZS and Palo Alto Networks PANW are also evolving their platforms to meet enterprise security continues to expand its Zero Trust Exchange platform. In the third quarter of fiscal 2025, Zscaler reported ARR of $2.9 billion, up 23% year over year. Zscaler's Zero Trust Everywhere, Data Security Everywhere, and Agentic Operations are becoming its main growth engine. Together, these innovative categories are approaching $1 billion in ARR and are growing faster than Zscaler's total ARR Alto Networks is doubling down on its platformization strategy. In the third quarter of fiscal 2025, PANW closed more than 90 net new platform deals. Moreover, the number of customers platformized on Cortex was up nearly three times, reflecting strong momentum with Palo Alto Networks' Extended Security Intelligence and Automation Management or XSIAM security operation platform. Shares of CrowdStrike have gained 47.9% year to date compared with the Security industry's growth of 23.8%. Image Source: Zacks Investment Research From a valuation standpoint, CrowdStrike trades at a forward price-to-sales ratio of 23.73X, slightly higher than the industry's average of 14.91X. Image Source: Zacks Investment Research The Zacks Consensus Estimate for CRWD's fiscal 2026 earnings implies a year-over-year decline of 10.94%, while for fiscal 2027 earnings implies year-over-year growth of 34.68%. The estimates for fiscal 2026 and 2027 have been revised upward in the past 30 days. Image Source: Zacks Investment Research CrowdStrike currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Palo Alto Networks, Inc. (PANW) : Free Stock Analysis Report Zscaler, Inc. (ZS) : Free Stock Analysis Report CrowdStrike (CRWD) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
5 days ago
- Business
- Yahoo
Is CrowdStrike Holdings Stock Outperforming the Dow?
Austin, Texas-based CrowdStrike Holdings, Inc. (CRWD) operates as a cybersecurity solutions provider. Its unified platform offers cloud-delivered protection of endpoints, cloud workloads, identity, and data. It commands a market cap of $121 billion and is a leader in next-generation endpoint protection, threat intelligence, and cyber attack response services. Companies worth $10 billion are generally described as "large-cap stocks." CrowdStrike fits right into that category, reflecting its significant presence, influence, and dominance in the cybersecurity industry. Tesla's Robotaxis Reportedly Sped and Veered Into the Wrong Lanes. Does This Crush the Bull Case for TSLA Stock? Dear Micron Stock Fans, Mark Your Calendars for June 25 Is United Health Stock a Buy, Hold or Sell for July 2025? Stop Missing Market Moves: Get the FREE Barchart Brief – your midday dose of stock movers, trending sectors, and actionable trade ideas, delivered right to your inbox. Sign Up Now! CRWD touched its all-time high of $500.41 in yesterday's trading session before slightly pulling back. The stock has soared 28.4% over the past three months, significantly outperforming the Dow Jones Industrial Average's ($DOWI) marginal 93 bps uptick during the same time frame. Longer term, CRWD stock has surged 44.4% on a YTD basis and 27.8% over the past 52 weeks, outperforming Dow's 1% uptick in 2025 and 9.9% gains over the past year. To confirm the bullish trend, CRWD stock has traded mostly above its 50-day moving average since mid-September and above its 200-day moving average since early November 2024, with some fluctuations. CrowdStrike Holdings' stock prices dropped 5.8% in the trading session after the release of its mixed Q1 results on Jun. 3. The company's annual recurring revenues surged 22% year-over-year to $4.4 billion, of which $193.8 million were added during the quarter. The company's total revenues for the quarter increased by an impressive 19.8% year-over-year to $1.1 billion; however, this number fell short of the Street's expectations by a small margin. Meanwhile, its adjusted EPS dropped 7.6% compared to the year-ago quarter to $0.73, but surpassed the consensus estimates by a significant margin. CrowdStrike has also outperformed its peer, Palo Alto Networks, Inc.'s (PANW) 12.3% gains in 2025 and a 26.6% surge over the past 52 weeks. Among the 46 analysts covering the CRWD stock, the consensus rating is a 'Moderate Buy.' As of writing, the stock is trading above its mean price target of $478.86. On the date of publication, Aditya Sarawgi did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
20-06-2025
- Business
- Yahoo
Is Most-Watched Stock CrowdStrike (CRWD) Worth Betting on Now?
CrowdStrike Holdings (CRWD) has recently been on list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future. Shares of this cloud-based security company have returned +9.3% over the past month versus the Zacks S&P 500 composite's +0.5% change. The Zacks Security industry, to which CrowdStrike belongs, has gained 3.6% over this period. Now the key question is: Where could the stock be headed in the near term? Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision. Here at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock. Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements. For the current quarter, CrowdStrike is expected to post earnings of $0.83 per share, indicating a change of -20.2% from the year-ago quarter. The Zacks Consensus Estimate has changed -32.3% over the last 30 days. For the current fiscal year, the consensus earnings estimate of $3.5 points to a change of -10.9% from the prior year. Over the last 30 days, this estimate has changed -84.3%. For the next fiscal year, the consensus earnings estimate of $4.72 indicates a change of +34.7% from what CrowdStrike is expected to report a year ago. Over the past month, the estimate has changed +3.8%. Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, CrowdStrike is rated Zacks Rank #3 (Hold). The chart below shows the evolution of the company's forward 12-month consensus EPS estimate: Even though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial. For CrowdStrike, the consensus sales estimate for the current quarter of $1.15 billion indicates a year-over-year change of +19.2%. For the current and next fiscal years, $4.78 billion and $5.8 billion estimates indicate +20.9% and +21.5% changes, respectively. CrowdStrike reported revenues of $1.1 billion in the last reported quarter, representing a year-over-year change of +19.8%. EPS of $0.73 for the same period compares with $0.93 a year ago. Compared to the Zacks Consensus Estimate of $1.1 billion, the reported revenues represent a surprise of -0.1%. The EPS surprise was +10.61%. The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates three times over this period. No investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance. While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price. The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued. CrowdStrike is graded F on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade. The facts discussed here and much other information on might help determine whether or not it's worthwhile paying attention to the market buzz about CrowdStrike. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report CrowdStrike (CRWD) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
13-06-2025
- Business
- Yahoo
Exploring 3 High Growth Tech Stocks In The US Market
The United States market has shown a positive trajectory, climbing 1.6% in the last week and rising 12% over the past year, with earnings projected to grow by 14% annually in the coming years. In this context of robust growth, identifying high-growth tech stocks involves looking for companies that demonstrate strong innovation and adaptability within this dynamic economic landscape. Name Revenue Growth Earnings Growth Growth Rating Super Micro Computer 26.38% 39.09% ★★★★★★ Mereo BioPharma Group 53.63% 66.57% ★★★★★★ Alvotech 29.03% 53.53% ★★★★★★ Ardelyx 20.78% 59.46% ★★★★★★ TG Therapeutics 26.46% 38.75% ★★★★★★ AVITA Medical 27.36% 60.93% ★★★★★★ Alkami Technology 20.54% 76.67% ★★★★★★ Alnylam Pharmaceuticals 23.63% 60.71% ★★★★★★ Ascendis Pharma 35.14% 60.18% ★★★★★★ Lumentum Holdings 22.99% 103.97% ★★★★★★ Click here to see the full list of 231 stocks from our US High Growth Tech and AI Stocks screener. We're going to check out a few of the best picks from our screener tool. Simply Wall St Growth Rating: ★★★★★☆ Overview: CrowdStrike Holdings, Inc. offers cybersecurity solutions both in the United States and internationally, with a market capitalization of approximately $118.89 billion. Operations: With a revenue of $4.14 billion from its Security Software & Services segment, CrowdStrike Holdings focuses on delivering cybersecurity solutions globally. CrowdStrike's recent collaboration with NVIDIA to integrate Falcon® Cloud Security with NVIDIA universal LLM NIM microservices marks a significant advancement in AI-driven cybersecurity. This partnership not only enhances protection across hybrid and multi-cloud environments but also positions CrowdStrike at the forefront of securing Enterprise AI factories, crucial as AI risks like data poisoning and sensitive data leakage escalate. With this strategic move, CrowdStrike demonstrates its commitment to innovation by embedding comprehensive lifecycle protections for over 100,000 LLMs, ensuring robust security from development through deployment. This initiative reflects CrowdStrike's proactive approach in adapting to the evolving threat landscape, offering enterprises enhanced capabilities to safeguard their critical AI applications effectively. Click here to discover the nuances of CrowdStrike Holdings with our detailed analytical health report. Review our historical performance report to gain insights into CrowdStrike Holdings''s past performance. Simply Wall St Growth Rating: ★★★★★★ Overview: Palantir Technologies Inc. develops software platforms for intelligence and counterterrorism operations globally, with a market cap of $321.87 billion. Operations: The company generates revenue primarily through its two segments: Commercial, which brought in $1.39 billion, and Government, with $1.72 billion. Palantir Technologies has demonstrated a robust growth trajectory, with earnings surging by 91.2% over the past year, significantly outpacing the software industry's average of 20.5%. This growth is underpinned by strategic partnerships aimed at enhancing digital transformation across various sectors, such as the recent collaboration with Fedrigoni to optimize stock management and demand forecasting. Looking ahead, Palantir's revenue is projected to grow at an annual rate of 22.4%, bolstered by its innovative AI solutions and strategic alliances that expand its operational capabilities in critical sectors like healthcare and manufacturing. These efforts are not only enhancing Palantir's market position but also driving substantial financial performance improvements, evidenced by a forecasted annual earnings growth of 30.6%. Get an in-depth perspective on Palantir Technologies' performance by reading our health report here. Evaluate Palantir Technologies' historical performance by accessing our past performance report. Simply Wall St Growth Rating: ★★★★★☆ Overview: Reddit, Inc. operates a digital community platform both in the United States and internationally, with a market cap of approximately $21.23 billion. Operations: The company generates revenue primarily from its role as an Internet Information Provider, amounting to approximately $1.45 billion. Reddit's strategic focus on enhancing its AI capabilities is reflected in its significant R&D investment, which has grown to represent 18% of its total revenue, up from 15% two years ago. This investment is pivotal as the company transitions more deeply into AI-driven platforms, aligning with industry shifts towards more personalized and interactive online experiences. Recent financials underscore this direction with a notable increase in quarterly sales to $392 million from $243 million year-over-year and a swing to a net income of $26.16 million from a previous net loss. The appointment of Adam Collins as Chief Communications Officer further solidifies Reddit's intent to bolster its role within the tech ecosystem, aiming to enhance both internal strategies and user engagement across its vast network of communities. Delve into the full analysis health report here for a deeper understanding of Reddit. Assess Reddit's past performance with our detailed historical performance reports. Embark on your investment journey to our 231 US High Growth Tech and AI Stocks selection here. Got skin in the game with these stocks? Elevate how you manage them by using Simply Wall St's portfolio, where intuitive tools await to help optimize your investment outcomes. Take control of your financial future using Simply Wall St, offering free, in-depth knowledge of international markets to every investor. Explore high-performing small cap companies that haven't yet garnered significant analyst attention. Fuel your portfolio with companies showing strong growth potential, backed by optimistic outlooks both from analysts and management. Find companies with promising cash flow potential yet trading below their fair value. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include CRWD PLTR and RDDT. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@ Error in retrieving data Sign in to access your portfolio Error in retrieving data
