Latest news with #CrowdStrike
Yahoo
a day ago
- Business
- Yahoo
CrowdStrike Holdings, Inc. (CRWD): A Bear Case Theory
We came across a bearish thesis on CrowdStrike Holdings, Inc. (CRWD) on Stock Whisperer's Substack. In this article, we will summarize the bears' thesis on CRWD. CrowdStrike Holdings, Inc. (CRWD)'s share was trading at $455.59 as of 23rd May. CRWD's trailing and forward P/E were 401.83 and 131.58 respectively according to Yahoo Finance. CrowdStrike Holdings (CRWD), a prominent player in cybersecurity, is currently facing a confluence of technical, fundamental, and sentiment-driven headwinds that suggest potential near-term downside. While the stock had enjoyed an upward trend, recent technical indicators—including a bearish candlestick and declining trading volumes—signal a possible pullback. Despite the MACD showing positive momentum, the lack of volume conviction weakens the bullish case. With resistance at $450 and support at $360, the stock appears range-bound and vulnerable to short-term volatility. On the fundamental side, CrowdStrike's growth narrative remains intact, evidenced by a strong forward EPS of $4.27 and favorable analyst ratings. However, a lofty forward P/E of 96.15 and a negative trailing EPS of -$0.08 underscore high investor expectations that leave little room for error. Disappointment on any front could lead to a valuation reset. Meanwhile, sentiment has soured due to internal and external pressures. A 5% workforce reduction has raised concerns about operational efficiency and growth trajectory, while regulatory scrutiny over a tech deal has added uncertainty to the governance outlook. Broader tech market volatility has only amplified these concerns, pushing risk-averse investors toward safer assets. A recent 5.1% decline in the stock reflects this cautious sentiment. Absent a clear near-term catalyst or resolution to these issues, the stock may continue to struggle. While the long-term story of innovation and market leadership remains intact, investors should approach CRWD with caution in the coming weeks, keeping a close eye on regulatory updates and macro-driven sentiment shifts that could alter the investment landscape. Previously, we have covered CrowdStrike Holdings, Inc. (CRWD) in March 2025, wherein we summarized a bearish thesis by Magnus Ofstad on Substack. The author highlighted concerns over the company's slowing growth and elevated valuation. Despite strong performance in AI-driven cybersecurity and a quick recovery from a mid-2024 IT outage caused by a faulty Falcon sensor update, the stock's forward P/E of over 100 and decelerating revenue guidance for FY2025 raised red flags. With a fair value estimate of $270, the article argued that CRWD appeared significantly overvalued, posing risks for valuation-conscious investors. Since our last coverage, the stock is up 22% as of 27th May. CrowdStrike Holdings, Inc. (CRWD) is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 64 hedge fund portfolios held CRWD at the end of the first quarter which was 77 in the previous quarter. While we acknowledge the risk and potential of CRWD as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. 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 the cheapest AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. This article was 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
a day ago
- Business
- Yahoo
3 top ETFs from the London Stock Exchange to consider in June
Exchange-traded funds (ETFs) listed on the London Stock Exchange are a fantastic way to invest in themes inside an ISA. They also give instant exposure to a wide selection of companies, thereby helping to spread risk through diversification. Here are three ETFs spanning cybersecurity, artificial intelligence (AI) and defence I think have tons of potential and are worth further research. First up is L&G Cyber Security UCITS ETF (LSE: ISPY). This fund holds 41 stocks across the increasingly relevant cybersecurity industry. In recent weeks, Marks and Spencer, Co-op and Harrods have all been hit by cyber attacks. On 27 May, Adidas was the latest firm to have customers' personal information stolen. This highlights how cybersecurity spending is now a necessity rather than a luxury for organisations of all sizes. The fund holds many top stocks in the space, including CrowdStrike, Cloudflare, and Palo Alto Networks. So far in 2025, CrowdStrike and Cloudflare are up 37% and 50% respectively. The ETF's share price is up 56% over the past two years. However, one consequence is that valuations are quite high across much of the portfolio. A risk here then is that the stock market pulls back, reducing the ETF's value in the near term. Over the long term though, I think it's set up for further gains. AI's creating an escalating arms race between cyber attackers (groups and nation states) and the defending companies in this ETF. Sticking with AI, I think the iShares AI Innovation Active UCITS ETF (LSE: IART) is well worth considering. According to McKinsey Global Institute, AI software and services alone are projected to generate $15.5trn-$22.9trn in annual economic value by 2040! As the name suggests, this ETF's invested in firms doing a lot of AI innovation today. Top holdings include chip king Nvidia, Microsoft, which has a large stake in ChatGPT maker OpenAI, and Meta, the social media giant that's using AI to improve targeted ads on Facebook and Instagram. Now, one thing worth pointing out is that this actively-managed ETF was only launched in January. So there's no track record of outperformance to go on, which adds a bit of risk. However, I like that among the 39 holdings there are some smaller innovative names in there. These have the potential to eventually become tech giants in their own right. Examples include cloud-based data firm Snowflake, gaming platform Roblox, and Cloudflare (again). The third fund is the HANetf Future of Defence ETF (LSE: NATO). Since launching in mid-2023, the share price has more than doubled. This ETF has a dual focus. It provides exposure to companies benefitting from both NATO military and cyber defence spending. Top holdings include Germany's Rheinmetall, the UK's BAE Systems, and AI software giant Palantir. While these stocks have been on fire recently, a cut to the US defence budget could hurt their upwards trajectory. Meanwhile, a global recession might lead to lower growth and earnings for some firms in the portfolio. On the other hand, European nations are now committed to spending hundreds of billions on building their long-neglected defence capabilities. This is a powerful multi-decade trend that's likely to push the ETF higher, over time. The post 3 top ETFs from the London Stock Exchange to consider in June appeared first on The Motley Fool UK. More reading 5 Stocks For Trying To Build Wealth After 50 One Top Growth Stock from the Motley Fool Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to Meta Platforms CEO Mark Zuckerberg, is a member of The Motley Fool's board of directors. Ben McPoland has positions in BAE Systems, CrowdStrike, Legal & General Group Plc, Legal & General Ucits ETF Plc - L&g Cyber Security Ucits ETF, and Nvidia. The Motley Fool UK has recommended BAE Systems, Cloudflare, CrowdStrike, Meta Platforms, Microsoft, Nvidia, Roblox, and Snowflake. Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors. Motley Fool UK 2025 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
2 days ago
- Business
- Yahoo
Kim Jong Un's North Korea Infiltrates US Remote Jobs With The Help Of Everyday Americans, Funneling $17 Million Through 'Laptop Farm' Run By Unwitting TikToker: Report
Kim Jong Un's North Korea is secretly infiltrating American businesses via remote jobs, with the help of unwitting U.S. citizens. Christina Chapman, a Minnesota woman whose home functioned as a hub for foreign operatives posing as American IT workers, helped funnel millions into North Korea's economy while jeopardizing U.S. data security. What Happened: Christina Chapman, a 50-year-old former waitress turned TikTok personality, established what authorities call a "laptop farm" in her home, according to The Wall Street Journal. She had several laptops connected to remote access software, allowing North Korean workers overseas to pose as U.S.-based tech employees. They secured jobs at more than 300 American companies, collecting $17.1 million in pay. Don't Miss: Maker of the $60,000 foldable home has 3 factory buildings, 600+ houses built, and big plans to solve housing — this is your last chance to become an investor for $0.80 per share. Nancy Pelosi Invested $5 Million In An AI Company Last Year — Here's How You Can Invest In Multiple Pre-IPO AI Startups With Just $1,000. Many companies, unaware of the scam, sent paychecks and devices to Chapman's address. She handled paperwork, assisted with job applications, and forwarded pay after taking a cut. Authorities say she shipped almost 50 devices abroad and helped create false tax records for more than 35 people. Why It Matters: With international sanctions affecting funding sources, North Koreans are turning to unconventional methods. As per blockchain firm Chainalysis, North Korean hackers have stolen $6 billion in cryptocurrency. Laptop farming is the latest tactic enabling the regime to manipulate the gig economy and draw salaries from unsuspecting businesses. "That's a material percentage of their economy," observed Gregory Austin, a section chief at the FBI. Adam Meyers, a senior vice president at cybersecurity firm CrowdStrike, said this is becoming a significant issue for employers who depend on remote workforces. CrowdStrike has identified almost 150 cases of North Korean workers invading customer systems, and farms have been located in at least eight U.S. states. "These DPRK IT workers are absolutely able to hold down jobs that pay in the low six figures in U.S. companies and sometimes they can hold multiple of these jobs," Austin added. Chapman was contacted on LinkedIn with an offer to "be the U.S. face" of a firm that managed overseas IT talent. As per court records, there is no indication that she was aware of the North Korean connection. The FBI raided her home in October 2023 and seized more than 90 devices. In February, she pleaded guilty to several federal charges including identity theft and money laundering. She earned around $177,000 from the operation, and now faces over nine years in prison. Her sentencing is scheduled for July 16. Read Next: Hasbro, MGM, and Skechers trust this AI marketing firm — Invest before it's too late. 'Scrolling To UBI' — Deloitte's #1 fastest-growing software company allows users to earn money on their phones. You can invest today for just $0.30/share with a $1000 minimum. Image via Shutterstock Send To MSN: Send to MSN Up Next: Transform your trading with Benzinga Edge's one-of-a-kind market trade ideas and tools. Click now to access unique insights that can set you ahead in today's competitive market. Get the latest stock analysis from Benzinga? This article Kim Jong Un's North Korea Infiltrates US Remote Jobs With The Help Of Everyday Americans, Funneling $17 Million Through 'Laptop Farm' Run By Unwitting TikToker: Report originally appeared on Sign in to access your portfolio
Yahoo
2 days ago
- Business
- Yahoo
CrowdStrike Named a Frost Radar™ Leader in Cloud and Application Runtime Security
CrowdStrike scores highest of all vendors on the Innovation Index as the only CNAPP recognized for unified, real-time protection across cloud, identity and endpoint AUSTIN, Texas, May 30, 2025--(BUSINESS WIRE)--CrowdStrike (NASDAQ: CRWD) today announced it has been named an innovation and growth Leader in the inaugural 2025 Frost Radar™: Cloud and Application Runtime Security, scoring highest of all vendors on the Innovation Index. Frost & Sullivan recognized CrowdStrike as the only CNAPP delivering unified, real-time protection across cloud, identity and endpoint – a core requirement for stopping cloud breaches as adversaries increasingly target modern hybrid environments. CrowdStrike pioneered Cloud Detection and Response (CDR) and continues to innovate to secure hybrid cloud environments and counter the speed and complexity of today's adversaries. As attackers evolve tradecraft and chain attacks across cloud workloads, applications and identities, CrowdStrike has advanced cloud security with application runtime protection and real-time threat correlation – delivered through a single, unified platform. Frost & Sullivan notes this approach has driven "tremendous" growth, recognizing CrowdStrike as "one of the fastest-growing players in the CNAPP market." Frost & Sullivan highlights CrowdStrike's leading approach to securing the cloud: "CrowdStrike delivers CDR by correlating runtime activity with cloud context to expose active attacks as they unfold, enabling SOC teams to stop the breaches. Combined with AI-driven anomaly detection, trained on an abundance of data from in-house threat intelligence and customer environments, its CDR helps identify subtle signs of attacker behavior early." Key report findings include: Pioneering Cloud Detection and Response: CrowdStrike was named as a "pioneer in CDR," building on its CWPP leadership to deliver real-time visibility and rapid threat detection, with "excellent runtime capabilities." End-to-End Protection from Code to Runtime: Frost & Sullivan recognized Falcon® Cloud Security as "an integrated suite of key security functions" that delivers "enhanced visibility, vulnerability management, pre-runtime and runtime protection" across multi-cloud environments. By fusing telemetry from Falcon® ASPM with runtime signals, organizations can detect risk earlier and automate response across the application lifecycle. Cross-Domain Visibility and Real-Time Correlation: The Falcon platform enables security teams to correlate cloud, identity and endpoint signals in real time, enriched with threat intelligence and 24/7 managed detection – helping SOC teams understand and stop the full adversary attack path. Adversary-Driven Defense: Frost & Sullivan highlights how "adversary-based threat intelligence, advanced behavior analytics and AI/ML," enable Falcon Cloud Security to detect sophisticated threats like fileless and non-malware attacks before impact. Unified Agent and Agentless Response: The report noted that "by using the same agent for the entire platform, Falcon Cloud Security can protect servers and monitor container runtime behavior and cloud workload activity," while "agentless scanning for cloud configurations enables real-time response across both hybrid cloud environments and all layers of the cloud stack." As a native part of the CrowdStrike Falcon® platform, Falcon Cloud Security provides real-time protection across cloud, identity and endpoints through a unified platform. Built on the same lightweight agent that powers CrowdStrike XDR, Falcon Cloud Security combines AI-driven detection, advanced runtime protection and 24/7 managed CDR to protect the entire cloud estate – from infrastructure and workloads, to applications, SaaS, identities, AI models and data. "Without runtime protection, you can't stop breaches in the cloud," said Elia Zaitsev, chief technology officer, CrowdStrike. "Adversaries aren't confined to one domain – they move across clouds, identities and endpoints in seconds. CrowdStrike closes those gaps with a unified platform built for real-time detection and response. This recognition from Frost & Sullivan validates our approach: securing the full cloud lifecycle, from build time to runtime, with the speed and precision today's SOC teams demand." To learn more about the 2025 Frost Radar™: Cloud and Application Runtime Security, visit here and read our blog. About CrowdStrike CrowdStrike (NASDAQ: CRWD), a global cybersecurity leader, has redefined modern security with the world's most advanced cloud-native platform for protecting critical areas of enterprise risk – endpoints and cloud workloads, identity and data. Powered by the CrowdStrike Security Cloud and world-class AI, the CrowdStrike Falcon® platform leverages real-time indicators of attack, threat intelligence, evolving adversary tradecraft and enriched telemetry from across the enterprise to deliver hyper-accurate detections, automated protection and remediation, elite threat hunting and prioritized observability of vulnerabilities. Purpose-built in the cloud with a single lightweight-agent architecture, the Falcon platform delivers rapid and scalable deployment, superior protection and performance, reduced complexity and immediate time-to-value. CrowdStrike: We stop breaches. Learn more: Follow us: Blog | Twitter | LinkedIn | Facebook | Instagram Start a free trial today: © 2025 CrowdStrike, Inc. All rights reserved. CrowdStrike and CrowdStrike Falcon are marks owned by CrowdStrike, Inc. and are registered in the United States and other countries. CrowdStrike owns other trademarks and service marks and may use the brands of third parties to identify their products and services. View source version on Contacts Media Contact Jake SchusterCrowdStrike Corporate Communicationspress@ Sign in to access your portfolio
Business Wire
2 days ago
- Business
- Business Wire
CrowdStrike Named a Frost Radar™ Leader in Cloud and Application Runtime Security
AUSTIN, Texas--(BUSINESS WIRE)-- CrowdStrike (NASDAQ: CRWD) today announced it has been named an innovation and growth Leader in the inaugural 2025 Frost Radar™: Cloud and Application Runtime Security, scoring highest of all vendors on the Innovation Index. Frost & Sullivan recognized CrowdStrike as the only CNAPP delivering unified, real-time protection across cloud, identity and endpoint – a core requirement for stopping cloud breaches as adversaries increasingly target modern hybrid environments. CrowdStrike pioneered Cloud Detection and Response (CDR) and continues to innovate to secure hybrid cloud environments and counter the speed and complexity of today's adversaries. As attackers evolve tradecraft and chain attacks across cloud workloads, applications and identities, CrowdStrike has advanced cloud security with application runtime protection and real-time threat correlation – delivered through a single, unified platform. Frost & Sullivan notes this approach has driven 'tremendous' growth, recognizing CrowdStrike as 'one of the fastest-growing players in the CNAPP market.' Frost & Sullivan highlights CrowdStrike's leading approach to securing the cloud: 'CrowdStrike delivers CDR by correlating runtime activity with cloud context to expose active attacks as they unfold, enabling SOC teams to stop the breaches. Combined with AI-driven anomaly detection, trained on an abundance of data from in-house threat intelligence and customer environments, its CDR helps identify subtle signs of attacker behavior early.' Key report findings include: Pioneering Cloud Detection and Response: CrowdStrike was named as a ' pioneer in CDR,' building on its CWPP leadership to deliver real-time visibility and rapid threat detection, with ' excellent runtime capabilities.' End-to-End Protection from Code to Runtime: Frost & Sullivan recognized Falcon® Cloud Security as ' an integrated suite of key security functions' that delivers 'enhanced visibility, vulnerability management, pre-runtime and runtime protection ' across multi-cloud environments. By fusing telemetry from Falcon® ASPM with runtime signals, organizations can detect risk earlier and automate response across the application lifecycle. Cross-Domain Visibility and Real-Time Correlation: The Falcon platform enables security teams to correlate cloud, identity and endpoint signals in real time, enriched with threat intelligence and 24/7 managed detection – helping SOC teams understand and stop the full adversary attack path. Adversary-Driven Defense: Frost & Sullivan highlights how ' adversary-based threat intelligence, advanced behavior analytics and AI/ML,' enable Falcon Cloud Security to detect sophisticated threats like fileless and non-malware attacks before impact. Unified Agent and Agentless Response: The report noted that ' by using the same agent for the entire platform, Falcon Cloud Security can protect servers and monitor container runtime behavior and cloud workload activity,' while ' agentless scanning for cloud configurations enables real-time response across both hybrid cloud environments and all layers of the cloud stack.' As a native part of the CrowdStrike Falcon® platform, Falcon Cloud Security provides real-time protection across cloud, identity and endpoints through a unified platform. Built on the same lightweight agent that powers CrowdStrike XDR, Falcon Cloud Security combines AI-driven detection, advanced runtime protection and 24/7 managed CDR to protect the entire cloud estate – from infrastructure and workloads, to applications, SaaS, identities, AI models and data. 'Without runtime protection, you can't stop breaches in the cloud,' said Elia Zaitsev, chief technology officer, CrowdStrike. 'Adversaries aren't confined to one domain – they move across clouds, identities and endpoints in seconds. CrowdStrike closes those gaps with a unified platform built for real-time detection and response. This recognition from Frost & Sullivan validates our approach: securing the full cloud lifecycle, from build time to runtime, with the speed and precision today's SOC teams demand.' To learn more about the 2025 Frost Radar™: Cloud and Application Runtime Security, visit here and read our blog. About CrowdStrike CrowdStrike (NASDAQ: CRWD), a global cybersecurity leader, has redefined modern security with the world's most advanced cloud-native platform for protecting critical areas of enterprise risk – endpoints and cloud workloads, identity and data. Powered by the CrowdStrike Security Cloud and world-class AI, the CrowdStrike Falcon® platform leverages real-time indicators of attack, threat intelligence, evolving adversary tradecraft and enriched telemetry from across the enterprise to deliver hyper-accurate detections, automated protection and remediation, elite threat hunting and prioritized observability of vulnerabilities. Purpose-built in the cloud with a single lightweight-agent architecture, the Falcon platform delivers rapid and scalable deployment, superior protection and performance, reduced complexity and immediate time-to-value. CrowdStrike: We stop breaches. © 2025 CrowdStrike, Inc. All rights reserved. CrowdStrike and CrowdStrike Falcon are marks owned by CrowdStrike, Inc. and are registered in the United States and other countries. CrowdStrike owns other trademarks and service marks and may use the brands of third parties to identify their products and services.
