Latest news with #Falcon
Yahoo
4 hours ago
- Business
- Yahoo
Can CrowdStrike Stock Keep Moving Higher in 2025?
CrowdStrike's all-in-one Falcon cybersecurity platform is increasingly popular for businesses, and it has a substantial long-term growth runway. However, CrowdStrike stock is trading at a record high following a 40% gain this year, and its valuation is starting to look a little rich. Investors hoping for more upside in 2025 might be left disappointed, but there is still an opportunity here for those with a longer time horizon. 10 stocks we like better than CrowdStrike › CrowdStrike (NASDAQ: CRWD) is one of the world's biggest cybersecurity companies. Its stock has soared 40% year to date, but its current valuation might be a barrier to further upside for the remainder of the year. With that said, investors who are willing to take a longer-term view could still reap significant rewards by owning a slice of CrowdStrike. The company's holistic all-in-one platform is extremely popular with enterprise customers, and its annual recurring revenue (ARR) could more than double over the next six years based on a forecast from management. The cybersecurity industry is quite fragmented, meaning many providers often specialize in single products like cloud security or identity security, so businesses have to use multiple vendors to achieve adequate protection. CrowdStrike is an outlier in that regard because its Falcon platform is a true all-in-one solution that allows its customers to consolidate their entire cybersecurity stack with one vendor. Falcon uses a cloud-based architecture, which means organizations don't need to install software on every computer and device. It also relies heavily on artificial intelligence (AI) to automate threat detection and incident response, so it operates seamlessly in the background and requires minimal intervention, if any, from the average employee. To lighten the workload for cybersecurity managers specifically, CrowdStrike launched a virtual assistant in 2023 called Charlotte AI. It eliminates alert fatigue by autonomously filtering threats, which means human team members only have to focus on legitimate risks to their organization. Charlotte AI is 98% accurate when it comes to triaging threats, and the company says it's saving managers more than 40 hours per week on average right now. Falcon features 30 different modules (products), so businesses can put together a custom cybersecurity solution to suit their needs. At the end of the company's fiscal 2026 first quarter (ended April 30), a record 48% of its customers were using six or more modules, up from 44% in the year-ago period. It launched a new subscription option in 2023 called Flex, which allows businesses to shift their annual contracted spending among different Falcon modules as their needs change. This can save customers substantial amounts of money, and it also entices them to try modules they might not have otherwise used, which can lead to increased spending over the long term. This is driving what management calls "reflexes," which describes Flex customers who rapidly chew through their budgets and come back for more. The company says 39 Flex customers recently exhausted their budgets within the first five months of their 35-month contracts, and each of them came back to expand their spending. It ended the fiscal 2026 first quarter with a record $4.4 billion in ARR, which was up 22% year over year. That growth has slowed over the last few quarters, mainly because of the major Falcon outage on July 19 last year, which crashed 8.5 million customer computers. Management doesn't anticipate any long-term effects from the incident (which I'll discuss further in a moment) because Falcon is so valuable to customers, but the company did offer customer choice packages to affected businesses that included discounted Flex subscriptions. This is dealing a temporary blow to revenue growth. Here's where things get a little sticky for CrowdStrike. Its stock is up over 40% this year and is trading at a record high, but the strong move has pushed its price-to-sales ratio (P/S) up to 29.1 as of June 24. That makes it significantly more expensive than any of its peers in the AI cybersecurity space: This premium valuation might be a barrier to further upside for the rest of this year, and it seems Wall Street agrees. The Wall Street Journal tracks 53 analysts who cover the stock, and their average price target is $481.95, which is slightly under where it's trading now, implying there could be near-term downside. But there could still be an opportunity here for longer-term investors. As I mentioned earlier, management doesn't expect any lingering impacts from the Falcon outage last year because it continues to reiterate its goal to reach $10 billion in ARR by fiscal 2031. That represents potential growth of 127% from the current ARR of $4.4 billion, and if the forecast comes to fruition, it could fuel strong returns for the stock over the next six years. Plus, $10 billion is still a fraction of CrowdStrike's estimated addressable market of $116 billion today -- a figure management expects to more than double to $250 billion over the next few years. So while I don't think there's much upside on the table for CrowdStrike in the remainder of 2025, those who can hold on to it for the next six years and beyond still have a solid investment opportunity. Before you buy stock in CrowdStrike, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and CrowdStrike wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $687,731!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $945,846!* Now, it's worth noting Stock Advisor's total average return is 818% — a market-crushing outperformance compared to 175% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 23, 2025 Anthony Di Pizio has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends CrowdStrike and Zscaler. The Motley Fool recommends Palo Alto Networks. The Motley Fool has a disclosure policy. Can CrowdStrike Stock Keep Moving Higher in 2025? was originally published by The Motley Fool 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
Globe and Mail
a day ago
- Business
- Globe and Mail
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 posture. The 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 remediation. The 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 Management. The 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 buy. This 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. How Competitors Fare Against CRWD Zscaler ZS and Palo Alto Networks PANW are also evolving their platforms to meet enterprise security demands. Zscaler 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 growth. Palo 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. CRWD's Price Performance, Valuation and Estimates Shares of CrowdStrike have gained 47.9% year to date compared with the Security industry's growth of 23.8%. CRWD YTD Price Return Performance 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. CRWD Forward 12-Month P/S Ratio 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. CrowdStrike currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Zacks' Research Chief Picks Stock Most Likely to "At Least Double" Our experts have revealed their Top 5 recommendations with money-doubling potential – and Director of Research Sheraz Mian believes one is superior to the others. Of course, all our picks aren't winners but this one could far surpass earlier recommendations like Hims & Hers Health, which shot up +209%. See Our Top Stock to Double (Plus 4 Runners Up) >> 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 (
Hamilton Spectator
a day ago
- Business
- Hamilton Spectator
Falcon Oil & Gas Ltd. - Notice of Annual General and Special Shareholder Meeting
Falcon Oil & Gas Ltd. ('Falcon') Notice of Annual General and Special Shareholder Meeting 27 June 2025 - Falcon Oil & Gas Ltd. (TSXV: FO, AIM: FOG,) announces that its Annual General and Special Shareholder meeting will be held at the Conrad Hotel, Earlsfort Terrace, Dublin 2, Ireland on 27 August 2025 at 11:00 a.m. (Dublin time). A complete notice and related documents will be sent to the shareholders of record as at 21 July 2025 and will also be filed on the Canadian System for Electronic Document Analysis and Retrieval ('SEDAR+') at and Falcon's website at . The Notice of the Annual General and Special Shareholder meeting and record date has been filed on SEDAR+. Falcon will conduct a Q&A via the Investor Meet Company platform later that day for those unable to attend the meeting in person, details of which will be announced in due course. Ends. For further information, please contact: CONTACT DETAILS: About Falcon Oil & Gas Ltd. Falcon Oil & Gas Ltd is an international oil and gas company engaged in the exploration and development of unconventional oil and gas assets, with the current portfolio focused in Australia. Falcon Oil & Gas Ltd is incorporated in British Columbia, Canada and headquartered in Dublin, Ireland. For further information on Falcon Oil & Gas Ltd. please visit . Neither the TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in the policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this release.
Yahoo
2 days ago
- Yahoo
Microsoft to make Windows more resilient following 2024 IT outage
This story was originally published on Cybersecurity Dive. To receive daily news and insights, subscribe to our free daily Cybersecurity Dive newsletter. Microsoft plans to roll out key platform upgrades in July in an effort to build greater operational resilience into the Windows platform, following the 2024 global IT outage linked to a faulty software update from CrowdStrike. The changes — including quick machine recovery and other features letting Microsoft 365 users continue accessing the cloud in a protected environment — are part of a Windows overhaul that Microsoft announced in November to build a more secure environment that would prevent software updates from causing widespread operational disruptions for enterprise customers. In September, the company met with major security firms to discuss how such an overhaul would work. 'We recognize our shared responsibility to enhance resiliency by openly sharing information about how our products function, handle updates and manage disruptions,' David Weston, corporate vice president of enterprise and OS security at Microsoft, said in a blog post released Thursday. Microsoft's partners welcomed the changes and said they would create a more secure environment for customers. 'The Microsoft Windows endpoint security program encourages a collaborative, transparent environment that will strengthen cyber resilience for all customers,' Jim Treinen, senior vice president of engineering at Trellix, told Cybersecurity Dive via email. The July 2024 outage caused approximately 8.5 million Windows systems to malfunction, resulting in major disruptions across a wide variety of critical infrastructure providers. Emergency services providers, major hospitals, airlines and banks all reported significant problems. After an internal investigation, CrowdStrike said the problem resulted from a botched software update on its Falcon platform. The disruptions caused billions of dollars in losses for companies that faced lost productivity and other challenges.
Hindustan Times
2 days ago
- Entertainment
- Hindustan Times
Report: The Purusha Prakriti exhibition, Ahmedabad
Devin Gawarvala's two-year-old venue in Ahmedabad, Bespoke Art Gallery, is currently hosting the ambitious Purusha Prakriti art exhibition curated by Uma Nair. Dedicated to artist Himmat Shah, who died in March this year – Head from his London series occupies a place of honour at the entrance of the gallery -- the works on display, according to the curatorial note, 'symbolise the dual principles of nature and consciousness'. Ankon Mitra's A Fleeting Moment of Infinite Bliss and Ram Kumar Manna's Ganeshas (Saurabh Sharma) Visitors to the gallery are sure to be captivated by Simon Max Bannister's Falcon, a bronze-and-stone-sculpture that strangely recalls Helen Macdonald's memoir H Is for Hawk, in the way it exudes both grace and grief alongside a love for birds. Curator Uma Nair (Saurabh Sharma) Three stoneware works by Keshari Nandan Kumar, (Nair reveals the younger artist 'happens to be a great favourite of Shah') titled Bapu, Animal and Owl appear to be inspired by Pablo Picasso. Ahmedabad-based Karl Antao's wooden art forms, Symphony of Breathes and Symphony of Phases, too hark back to Picasso. Nair says their visual grammar 'reminded me of the Africans', adding that one mustn't forget that 'Picasso first studied African art to get into modern art'. Sudip Roy's luminous water colours, Faith and Conversations, celebrate the richness of Banaras. Another piece on the city of death that is absolutely stunning is an untitled Manu Parekh from 1997 that was exclusively for this collection. Nilesh Vede's giant artwork, Enlightenment, Nair notes, is typical 'Purusha Prakriti'. The moon, in this work, she says, belongs to everyone, effusively reminiscent of vintage Bollywood songs. At the Bespoke Art Gallery with Harsh Durugadda's yellow Topo Sculpturein the foreground (Saurabh Sharma) Two pieces from Muzaffar Ali's Calligraphy series recalled, for this viewer at least, Orhan Pamuk's line that 'From tiny experiences we build cathedrals'. Both works demonstrate how several layers of meaning can be hidden beneath a work of art for those willing to engage with it. Gazing at these works, the viewer feels compelled to think about everything from religion, media and history to contemporary politics and modern life. Ankon Mitra's pieces are unmissable. A Fleeting Moment of Infinite Bliss is suspended from the ceiling while The Framed Frame, 'a frame within a frame', that decorates a gallery wall challenges the viewer's perception. Occupying the central spot of the exhibition space is Dhananjay Singh's untitled artwork, which can easily be called The Tree of Life. However, in not naming this tree made of steel wires, which so effortlessly informs viewers of Singh's deep interest in nature and his understanding of botany, he allows art enthusiasts to wonder about the inspiration behind this work. 'Singh has been doing trees for more than 25 years,' states Nair who pointing to the work's microscopic detailing. From nature to divinity is but a small leap and Ram Kumar Manna's two terracotta Ganeshas present the god's fun avatar while also conveying his Vighnaharta aspect – the One who removes obstacles. Rini Dhumal's love for the 'Shakti image' is reflected in her Devi. Poonam Bhatnagar's Buddha and Meerabai convey both the calming meditative vibe of Buddhism and the absolute surrender of Bhakti respectively. Padma Shri-awardee Bhajju Shyam's three artworks demonstrate his control over his craft. The pen on paper work entitled Vriksha 1 and the other two untitled acrylics on canvas show his unmatched ability to centralises the power of nature. The marble eye in Arzan Khambatta's bronze work, Mustang Sally, immediately arrests the viewer's attention. Subrat Kumar Behera's Gandhi challenges the generally-held perception of the Mahatma. Never have his eyes looked as ferocious as they do here. At the bottom are his famous three monkeys that allude to his principles. The bare cloth that covers Gandhi's upper body rises in the shape of wings making the viewer wonder if they, perhaps, signal the work's satirical nature. Harsh Durugadda's yellow Topo Sculpture, Gillie and Marc's They Like Doing Things Differently and Jesús Curia's Construction I signal a queering of nature. Or perhaps they're trying to challenge the conventional understanding and appreciation of nature in fixed categories. The last two works celebrate nature in all its complexity and do not separate desire into normative and non-normative terms as they usually are in India, which is largely a culture hinged on conformity. Adding much joy throughout the exhibition are KG Subramanyan's six untitled works, all of which commemorate natural beauty in both bare strokes and dense forms. They stand out from the rest in a way only trademark Subramanyan pieces can. Gillie and Marc's They Like Doing Things Differently (Saurabh Sharma) Clearly the themes of influence, confluence and connection pulse through the exhibition that includes the work of artists from across generations and geographies who all seem to engage with ideas of the interdependence between 'man and nature'. The exhibition which began in April and will go on until the end of June also coincided with Earth Month making the point that what perhaps really unites humans is their innate and often unconscious desire to (re)produce nature in their own works of art. 'Purusha Prakriti' is on view till 30 June 2025. Saurabh Sharma is a Delhi-based writer and freelance journalist. They can be found on Instagram/X: @writerly_life.
