Latest news with #CrowdstrikeHoldings
Yahoo
29-05-2025
- Business
- Yahoo
CrowdStrike Partners With Australia's AARNet to Thwart Cyber-attacks in Research and Learning Institutions
Crowdstrike Holdings, Inc. (NASDAQ:CRWD) has affirmed its commitment to helping research and learning institutions defend themselves against advanced cyber-attacks. On May 28, the company inked a strategic collaboration with Australia's Academic and Research Network (AARNet). As part of the partnership, the company is to deliver Falcon Complete Next-Gen MDR to research and education institutions in the country. Utilizing real-time attack indicators, threat intelligence, and enriched telemetry from across the enterprise, the CrowdStrike Falcon platform offers hyper-accurate detections. It also enables automated protection and remediation, elite threat hunting, and prioritized observability of vulnerabilities. Australia's research and learning institutions stand to leverage the AI-powered solution to safeguard their system against any potential cyber-attacks. Powered by CrowdStrike's AI native platform and elite cyber expertise, the solution provides sector-specific services for thwarting potential attacks. The integration comes when sophisticated cyber attackers constantly target Australia's research and education sector. According to CrowdStrike Vice President Jon Fox, Falcon Complete Next Gen sets the standard for managed detection and response (MDR). Additionally, it is tailored to enhance and accelerate security operation center initiatives in collaboration with innovative service partners like AARNet. The executive expects the solution to be a true force multiplier in helping research cybersecurity teams combat cyber attacks. AARNet is Australia's national research and education network provider, delivering high-performance telecommunications, cybersecurity, and collaboration services for the country's research, education, and innovation sectors. Owned by Australian universities and CSIRO, AARNet has connected knowledge institutions for over 30 years, enabling global data-intensive science and large-scale international collaboration. CrowdStrike Holdings, Inc. provides cloud-based cybersecurity solutions globally, protecting endpoints, cloud workloads, identity, and data through a SaaS subscription model. Its Falcon platform offers threat intelligence, identity protection, security automation, vulnerability management, and AI-powered workflow solutions, ensuring comprehensive cyber defense for businesses. While we acknowledge the potential of Crowdstrike Holdings Inc. (NASDAQ:CRWD) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than CRWD and that has 100x upside potential, check out our report about the cheapest AI stock. READ NEXT: and. Disclosure: None.
Yahoo
29-04-2025
- Business
- Yahoo
Analyst Explains ‘Prevailing' Tailwinds for Crowdstrike Holdings (CRWD) Stock
We recently published a list of . In this article, we are going to take a look at where Crowdstrike Holdings, Inc. (NASDAQ:CRWD) stands against other AI stocks investors are monitoring after tariff shock. The tariff wars and a potential slowdown in AI spending threw water on investors' AI trade plans and outlook. However, many analysts believe the broader outlook of the industry is still strong. Ben Bajarin, Creative Strategies CEO, in a latest program on CNBC explained why he is still bullish on the Jensen Huang-led AI giant: 'I think when you look at the technology roadmap … in terms of what they're doing with Grace Blackwell and Blackwell systems going forward, it's going to be very, very hard for others to compete. I think they were extremely bullish about how much of the industry—not just the traditional, you know, cloud servers but AI factories and this entirely new infrastructure—and how it is being kind of redeveloped for the AI era. Like, it's not being built on other things. And so I think when you look at the ecosystem that's grown around them, they're deeply entrenched. It doesn't have any sign of that changing.' Bajarin said that he sensed 'frustration' in Jensen Huang's tone as the executive feels Wall Street is not modeling the growth potential his company's AI products truely have. 'And he seems to think that nobody is modeling that in or really understands it. So there's the—we kind of have a sense of what they'll sell just product-wise here in 2025, which is where I agree with you. Hard to surprise to the upside to move the stock, but I think he is signaling people don't understand the magnitude of this opportunity. And I think that's worth unpacking because there is a lot of growth ahead.' READ ALSO: 7 Best Stocks to Buy For Long-Term and 8 Cheap Jim Cramer Stocks to Invest In. For this article, we picked 10 technology stocks Wall Street is closely watching these days. With each stock, we have mentioned the number of hedge fund investors. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here). Number of Hedge Fund Investors: 74 Nathaniel Bradley from Datavault AI said in a recent program on Schwab Network that Crowdstrike Holdings, Inc. (NASDAQ:CRWD) has strong tailwinds amid the demand for its cybersecurity products. 'Few companies have such prevailing winds at their back as CrowdStrike has. This is a, you know, a situation with the fishing attacks and the malware attacks and any small to mid-size business has to throw up their hands at this point and look to larger corporations to provide packages that are affordable in providing these cybersecurity threats and putting them down. When you look at the opportunity behind Crowdstrike, it's in a basket of organizations that have focused around, you know, creating this opportunity for investors in participating in the process of securing AI and making AI a force to be reckoned with in the future is going to require it to be safe and secure.' TimesSquare Capital Management U.S. Focus Growth Strategy stated the following regarding CrowdStrike Holdings, Inc. (NASDAQ:CRWD) in its Q4 2024 investor letter: 'Among the wide variety of Information Technology companies, we prefer critical system providers, specialized component designers, systems that improve productivity or efficiency for their clients, and others that are growing their shares of corporate IT budgets. CrowdStrike Holdings, Inc. (NASDAQ:CRWD) provides cybersecurity solutions. Its unified platform offers cloud-delivered protection of endpoints, cloud workloads, identity, and data. The company delivered solid fiscal third quarter results that exceeded the high end of guidance and boosted its share price by 22%. Notably, there was resilient gross revenue retention that highlights CrowdStrike's best in class product offering. New business win rates remained consistent and trending upwards. Following its mid-July outage, many customers have upgraded to the Falcon Flex program, which enables them to adopt a broader product offering.' Overall, CRWD ranks 8th on our list of AI stocks investors are monitoring after tariff shock. While we acknowledge the potential of CRWD as an investment, our conviction lies in the belief that under the radar AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than CRWD but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
28-04-2025
- Business
- Yahoo
'CrowdStrike (CRWD) Is a Horse' – Cramer Sees Strong H2 Ahead
We recently published a list of . In this article, we are going to take a look at where Crowdstrike Holdings, Inc. (NASDAQ:CRWD) stands against other stocks analysts are talking about amid Trump's tariff war. Markets saw some glimmer of hope as President Donald Trump indicated that he does not plan to fire Federal Reserve Chair Jerome Powell and showed openness to engage in talks with China. However, China has said in a statement that the US should dial back all unilateral duties if it's serious in negotiations. Andrew Slimmon, Morgan Stanley Investment Management senior portfolio manager, explained in a recent program on CNBC what made Trump blink: 'I think…April 9th was an important day because on that day Trump came out and said I didn't like what I saw in the bond market, I didn't like Jamie Diamon saying there's a recession coming and he said 'So I'm putting a 90-day pause on.' So in my opinion, what he really said is tariffs are important to me but a recession's worse and so there's the priority which he basically gave you the indication there is a Trump put out there. I don't think it's down 10 15 but it was when the market was almost down 20 right, credit spread started to quake.' READ ALSO: 7 Best Stocks to Buy For Long-Term and 8 Cheap Jim Cramer Stocks to Invest In. For this article, we picked 10 stocks Wall Street is talking about these days. With each stock, we have mentioned the number of hedge fund investors. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here). Number of Hedge Fund Investors: 74 Jim Cramer in a latest program on CNBC said he likes Crowdstrike Holdings, Inc. (NASDAQ:CRWD) and thinks the company will have a strong second half of the year. 'CrowdStrike is a horse. One year after it had a computer glitch, not a hack, that shut down millions of computers across the globe, it's coming back incredibly strong. CEO George Kurtz hates to lose, and his worldwide apology tour to grieve customers saved a lot of business and may even bring about more business than he had. You can bet that the second half of the year is going to be very strong for this stock.' TimesSquare Capital Management U.S. Focus Growth Strategy stated the following regarding CrowdStrike Holdings, Inc. (NASDAQ:CRWD) in its Q4 2024 investor letter: 'Among the wide variety of Information Technology companies, we prefer critical system providers, specialized component designers, systems that improve productivity or efficiency for their clients, and others that are growing their shares of corporate IT budgets. CrowdStrike Holdings, Inc. (NASDAQ:CRWD) provides cybersecurity solutions. Its unified platform offers cloud-delivered protection of endpoints, cloud workloads, identity, and data. The company delivered solid fiscal third quarter results that exceeded the high end of guidance and boosted its share price by 22%. Notably, there was resilient gross revenue retention that highlights CrowdStrike's best in class product offering. New business win rates remained consistent and trending upwards. Following its mid-July outage, many customers have upgraded to the Falcon Flex program, which enables them to adopt a broader product offering.' Overall, CRWD ranks 8th on our list of stocks analysts are talking about amid Trump's tariff war. While we acknowledge the potential of CRWD as an investment, our conviction lies in the belief that under the radar AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than CRWD but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
05-04-2025
- Business
- Yahoo
Crowdstrike Holdings (CRWD): Among the Best Enterprise Software Stocks to Buy Now
We recently published a list of . In this article, we are going to take a look at where Crowdstrike Holdings, Inc. (NASDAQ:CRWD) stands against other best enterprise software stocks to buy now. In 2024, the global enterprise market size was estimated at $263.79 billion, according to Grand View Research. It's expected to now grow at a CAGR of 12.1% from 2025 to 2030, due to the increasing demand for automated and integrated solutions. Enterprise software becomes more desirable as organizations seek reduced reliance on HR to eliminate manual errors and automate routine tasks. Therefore, ERP (enterprise resource planning), CRM (customer relationship management), and data analytics software are becoming increasingly popular. Enterprise software is actively transforming with the integration of AI technologies, which changes how it's designed, deployed, and utilized. According to Endava, GenAI is driving this transformation by incorporating creative and analytical capabilities into enterprise applications. This enables software to undergo intelligent tasks like generating reports, creating personalized training materials, and writing codes. AI not only automates manual jobs but also allows hyper-personalization of customer-facing enterprise software. This allows platforms like CRM and e-commerce to deliver targeted content and recommendations, which leads to higher customer satisfaction and improved sales. This is fueled by adaptive AI-enhanced enterprise software that learns from vast datasets to provide real-time and individualized interactions. AI-driven automation is also becoming more popular in core business processes. ERP and workflow management systems are automating complex tasks and reducing manual intervention to improve overall efficiency. Enterprises are streamlining operations and making data-driven solutions through the integration of now-standard features like process mining, intelligent document processing, and predictive analytics. Agentic AI is further pushing enterprise software towards greater autonomy. These are AI systems that act like human agents and autonomously perceive, reason, and analyze data to achieve certain goals. As enterprise software continues to integrate advanced AI capabilities in its regular applications, the technology becomes more proactive and intelligent. We sifted through ETFs and financial media reports to compile a list of the top enterprise software stocks. We then selected the 12 stocks that were the most popular among elite hedge funds and that analysts were bullish on. The stocks are ranked in ascending order of the number of hedge funds that have stakes in them, as of Q4 2024. The hedge fund data was sourced from Insider Monkey's database which tracks the moves of over 900 elite money managers. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here). Security personnel at their consoles, monitoring a global network of threats in real-time. Number of Hedge Fund Holders: 77 Crowdstrike Holdings, Inc. (NASDAQ:CRWD) provides global cybersecurity solutions. Its platform provides cloud-delivered protection of endpoints, cloud workloads, identity, and data through a SaaS subscription-based model. It also offers AI-powered workflow automation and GenAI workload services. The company's enterprise software segment is centered on its AI-native Falcon platform which is an AI-native Security Operations Center (SOC). This platform has become a crucial component of enterprise cybersecurity strategies. The Falcon Flex subscription model is increasing adoption and driving large multi-year deals. In Q4 2024, Falcon Flex's deal value improved by over $1 billion and accounted for $2.5 billion. The company's GenAI security analyst Charlotte AI is also driving tangible AI outcomes by significantly reducing threat response times. The company's cloud security business was up 45% year-over-year and ended with an ARR of over $600 million. The identity protection business also grew to exceed $370 million in ending ARR. On March 25, J.P. Morgan analyst Brian Essex reiterated a Buy rating on the company due to this reaccelerated ARR from effective cost containment. Essex anticipates growth in the company's Cloud and Identity segments due to the adoption of Falcon's Flex platform. The company is projecting FY26 total revenue to grow by 20% to 22%. Given the company's strong position in cloud-native cybersecurity tools, Sands Capital Technology Innovators Fund is optimistic about its future and stated the following regarding CrowdStrike Holdings, Inc. (NASDAQ:CRWD) in its Q4 2024 investor letter: 'CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is the market-share leading provider of cloud-native cybersecurity tools. The business was founded in 2011 as an endpoint detection response vendor and disrupted a group of incumbents, often owned by private equity or large conglomerates, that failed to innovate. It has since grown its cloud-native set of endpoint security solutions to include antivirus software, threat detection, and device management and patching tools. We view endpoint security as an attractive market, due to its mission-critical nature, large size, and accelerating growth, enabled by the emergence of modern cloud based solutions. Over our five-year horizon, we expect Crowdstrike to sustain above-average earnings growth as it seeks to displace legacy endpoint security vendors to gain share, expands its product offerings with existing customers, and gains traction in newer and emerging capabilities.' Overall, CRWD ranks 6th on our list of best enterprise software stocks to buy now. While we acknowledge the growth potential of CRWD, our conviction lies in the belief that AI stocks hold great promise for delivering high returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than CRWD but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
