Latest news with #CrowdStrikeHoldings
Yahoo
2 days ago
- Business
- Yahoo
CrowdStrike Holdings, Inc. (CRWD)'s CEO Is 'Incredibly Competitive,' Says Jim Cramer
We recently published . CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the stocks Jim Cramer recently discussed. CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is a cybersecurity company whose shares have gained 23% year-to-date. However, the shares have trimmed back some of their gains in August after the earnings report of peer firm Fortinet. In its earnings, Fortinet revealed that it might have accounted for half of its firewall refresh cycle, a fact that worried analysts about the slowing growth in the cybersecurity industry. However, Cramer continues to be a believer in CrowdStrike Holdings, Inc. (NASDAQ:CRWD): 'I was busy working on, jeez what I was doing, I was working on George Kurtz versus Chuck Robbins. Copyright: andreykuzmin / 123RF Stock Photo Here are Cramer's previous thoughts about CrowdStrike Holdings, Inc. (NASDAQ:CRWD): 'Oh Crowdstrike is what, the second most high valuation company after, Palantir. But I don't care. I think it's terrific.' While we acknowledge the potential of 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 extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the . READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
6 days ago
- Business
- Yahoo
Dear CrowdStrike Stock Fans, Mark Your Calendars for August 27
Cybersecurity has never been more critical, with escalating digital threats pushing governments, enterprises, and individuals to bolster their defenses. Experts predict that the global cybersecurity market will grow from $218.9 billion in 2025 to $562.8 billion by 2032, exhibiting a steady 14.4% compound annual growth rate (CAGR) over the forecast period. Moreover, as cyberattacks become increasingly sophisticated, the demand for advanced, artificial intelligence (AI)-powered protection is also surging, creating fertile ground for market leaders like CrowdStrike Holdings (CRWD). The cybersecurity giant's success story hinges on strong demand for its AI-driven Falcon platform, which is designed to detect, prevent, and neutralize threats with real-time speed and precision. More News from Barchart Warren Buffett Warns Investing At 'Too-High Purchase Price' Even for 'an Excellent Company' Can Undo a Decade of Smart Investing Why Archer Aviation's (ACHR) Post-Earnings Tailspin Looks Like a Favorably Mispriced Opportunity BitMine Immersion Now Holds 1.15 Million Ethereum Tokens. Should You Buy BMNR Stock Here? Markets move fast. Keep up by reading our FREE midday Barchart Brief newsletter for exclusive charts, analysis, and headlines. Multi-year contracts, growing demand for Falcon Flex deals, and a robust pipeline of enhancements are further solidifying its position as a cybersecurity heavyweight. That said, as the calendar inches closer to August 27, when CrowdStrike is set to unveil its fiscal 2026 second-quarter results, anticipation is running high. So, here's a fresh look at this digital defense giant before its next big reveal. About CrowdStrike and CRWD Stock Valued at roughly $108.6 billion by market capitalization, Texas-based CrowdStrike is a global leader in cybersecurity, offering a cloud-native platform that helps protect some of the most critical areas of enterprise risk, including endpoints, cloud workloads, identities, and sensitive data. Its Falcon platform leverages the power of the CrowdStrike Security Cloud and AI to identify threats in real-time. By analyzing attack indicators, threat intelligence, and hacker tactics, along with data from across an organization, it delivers accurate threat detection, automated protection, and quick response times. Built in the cloud with a single lightweight-agent design, Falcon enables quick deployment at scale, strong protection with minimal complexity, and the ability for organizations to see results right away. Following last year's high-profile outage incident in July that shook investors confidence, when a flawed update to CrowdStrike's Falcon Sensor security software crashed approximately 8.5 million Microsoft (MSFT) Windows systems worldwide and sent the stock tumbling to a low of $242.25 in September, the company has demonstrated remarkable resilience, staging an impressive rebound of nearly 81.4% from that level. And while CRWD stock has experienced some turbulence over the past month due to macroeconomic and business-related factors, its longer-term trajectory remains strong. Year-to-date (YTD), shares of the cybersecurity leader have surged nearly 27.4%, outpacing the S&P 500 Index's ($SPX) 9.6% gain. CrowdStrike's Q1 Earnings Snapshot CrowdStrike kicked off fiscal 2026 with a mixed bag, posting first-quarter results on June 3. For the quarter ended April 30, 2025, the cybersecurity leader reported revenue of $1.10 billion, up 20% year-over-year (YOY) and in line with Wall Street estimates. Subscription revenue matched that pace, also rising 20% annually to $1.05 billion, underscoring the strength of its recurring revenue engine. Annual Recurring Revenue (ARR) grew 22% YOY to $4.44 billion, with net new ARR coming in at about $194 million. The company also ended the quarter with a record $4.6 billion in cash and cash equivalents, reinforcing its strong financial position. Profitability, however, told a different story. Non-GAAP net income slipped to $0.73 per share from $0.79 a year earlier, though it still comfortably topped expectations of $0.66. On a GAAP basis, the company reported a $110.2 million net loss, compared to a $42.8 million profit in the same period last year, as spending increased across sales, marketing, R&D, and administration, partly due to last summer's widespread software outage. Still, in a show of confidence in its long-term outlook, CrowdStrike's board approved a share repurchase program of up to $1 billion, reinforcing its commitment to driving shareholder value. Strategically, CrowdStrike continued to build momentum around Falcon Flex deals, which saw total deal value soar more than sixfold to $3.2 billion YOY. Product innovation remained front and center, with the launch of Falcon Privileged Access, Charlotte AI Agentic Response and Workflows, and advanced AI-powered capabilities in model scanning, Shadow AI detection, and Falcon Exposure Management, positioning the platform for broader enterprise adoption. CrowdStrike Investors, Mark Your Calendars for August 27 CrowdStrike is set to release its fiscal 2026 second-quarter earnings after the market closes on Wednesday, August 27, and anticipation is building. For the quarter, the cybersecurity leader projects adjusted earnings per share in the range of $0.82 to $0.84, with revenue expected between $1.14 billion and $1.15 billion. Showing increased confidence, management has raised its full-year earnings guidance to $3.44–$3.56 per share, while holding its revenue outlook steady at $4.74–$4.81 billion. That said, analysts remain watchful, projecting that CrowdStrike will continue to post a loss on a GAAP basis, with Q2 losses forecast at $0.19 per share, reflecting higher operating expenses tied to growth initiatives and innovation investments. Even so, the company's expanding Falcon platform, accelerating recurring revenue streams, and steady rollout of advanced AI-driven capabilities are reinforcing its competitive edge in a rapidly growing market, giving investors plenty of reason to keep a close eye on its earnings. What Do Analysts Think About CrowdStrike Stock? As the company gears up for its next big reveal, Wall Street appears optimistic about CRWD stock, maintaining a consensus 'Moderate Buy' rating overall. Of the 47 analysts covering the stock, a majority of 27 analysts have rated it a 'Strong Buy,' three suggest a 'Moderate Buy,' 15 analysts are playing it safe with a 'Hold,' and the remaining two give a 'Strong Sell' rating. CRWD stock's average analyst price target of $483.65 signals 11% potential upside from current levels, while the Street-high target of $575 indicates that it can rally as much as 32% from here. On the date of publication, Anushka Mukherji 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. 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Yahoo
07-08-2025
- Business
- Yahoo
CrowdStrike (CRWD) Unveils AI Agent Monitoring via ChatGPT Enterprise API
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the On August 5, the company announced a native integration between CrowdStrike Falcon® Shield SaaS security and the OpenAI ChatGPT Enterprise Compliance API to provide visibility and governance for AI agents. The integration will expand support to more than 175 SaaS applications. Crowdstrike announced that its Falcon Shield now discovers GPTs and Codex agents created in OpenAI's ChatGPT Enterprise, thereby helping organizations enhance the governance of AI agent identities and also the human identities behind them. A close-up view of an AI-platform software code running on a monitor. The security agent tool can map each agent to its human creator in order to identify risky behavior and enforce policy when needed. Coupled with Falcon® Identity Protection, CrowdStrike is offering unified visibility and protection across every human and non-human identity so that organizations can better oversee AI agents. 'AI agents are emerging as superhuman identities, with the ability to access systems, trigger workflows, and operate at machine speed. As these agents multiply across SaaS environments, they're reshaping the enterprise attack surface, and are only as secure as the human identities behind them. Falcon Shield and Falcon Identity Protection help secure this new layer of identity to prevent exploitation.' -Elia Zaitsev, chief technology officer, CrowdStrike. CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is a leader in AI-driven endpoint and cloud workload protection. 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 best short-term AI stock. READ NEXT: and . Disclosure: None. 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
Business Wire
05-08-2025
- Business
- Business Wire
CrowdStrike Announces Date of Fiscal Second Quarter 2026 Financial Results Conference Call
AUSTIN, Texas--(BUSINESS WIRE)--CrowdStrike Holdings, Inc. (Nasdaq: CRWD), today announced that it will release financial results for its fiscal second quarter 2026 ended July 31, 2025 after the U.S. market close on Wednesday, August 27, 2025. CrowdStrike will host a conference call that day at 2:00 p.m. Pacific time (5:00 p.m. Eastern time) to discuss the results. To register for the live event please visit A live webcast of the conference call and the financial results press release will be accessible from the CrowdStrike investor relations website at An audio webcast replay of the conference call will be available on the investor relations website for one year. About CrowdStrike Holdings 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. For more information, please visit: © 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.
Yahoo
01-08-2025
- Business
- Yahoo
CrowdStrike Earnings Preview: What to Expect
Austin, Texas-based CrowdStrike Holdings, Inc. (CRWD) provides cybersecurity solutions in the United States and internationally. With a market capitalization of $115.4 billion, the company's unified platform delivers cloud-based protection for endpoints, cloud workloads, identity, and data through a software-as-a-service (SaaS) model. CRWD is expected to release its Q2 earnings on Wednesday, Aug. 27. Ahead of this release, analysts expect CRWD to report a loss of $0.19 per share, down 179.2% from a profit of $0.24 per share reported in the year-ago quarter. It has exceeded analysts' earnings estimates in three of the past four quarters, while missing on one occasion. More News from Barchart With UnitedHealth Under DOJ Investigation, Should You Buy, Sell, or Hold UNH Stock Now? Trump Won't Take Away Tesla's Subsidies. Does That Make TSLA Stock a Safe Buy Here? Can AMD Stock Hit $210 in 2025? Markets move fast. Keep up by reading our FREE midday Barchart Brief newsletter for exclusive charts, analysis, and headlines. For fiscal 2025, analysts expect CRWD to report a loss per share of $0.65, down 232.7% from a profit of $0.49 in fiscal 2024. However, in fiscal 2026, its EPS is expected to grow 123.1% year-over-year to $0.15. CRWD stock has surged 94.6% over the past 52 weeks, outperforming the Technology Select Sector SPDR Fund's (XLK) 25.2% surge and the S&P 500 Index's ($SPX) 16.6% uptick during the same time frame. On Jul. 16, CrowdStrike stock fell more than 1% after Morgan Stanley (MS) downgraded the stock to 'Equal weight' from 'Overweight'. Nevertheless, analysts remain somewhat bullish about CRWD stock's future prospects, with a "Moderate Buy" rating overall. Among 47 analysts covering the stock, 27 recommend a 'Strong Buy,' three suggest a 'Moderate Buy,' 15 suggest a 'Hold,' and two advise a 'Strong Sell.' CRWD's mean price of $483.65 implies a premium of 6.4% from its prevailing price level. On the date of publication, Kritika Sarmah 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
