CrowdStrike představil Real-Time Supply Chain Attack Protection, který má na koncovém bodě blokovat škodlivé open-source balíčky ještě před spuštěním jejich kódu. Firma cílí na ochranu softwarového dodavatelského řetězce v době AI.
CrowdStrike Extends Its Endpoint Advantage to Secure the Software Supply Chain Fal.Con 2026-- CrowdStrike (NASDAQ: CRWD) today introduced Real-Time Supply Chain Attack Protection, a new Falcon platform innovation that blocks malicious open-source packages at the endpoint before their embedded code can run.
AI has changed how software gets built. Coding agents now assemble applications from open-source packages pulled off public registries at machine speed, faster than anyone can review what comes in. A poisoned package runs its code on the endpoint the moment it installs. The endpoint is the point of execution, and where the Falcon sensor already operates. CrowdStrike blocks malicious packages in real time, before that code can run.
“Attackers know that compromising one trusted package can give them a path into thousands of organizations. That makes the software supply chain one of the most powerful attack surfaces in the AI era,” said Michael Sentonas, president of CrowdStrike. “The endpoint is where malicious code executes, and only CrowdStrike turns it into the control point that stops the attack.”
Software Supply Chain Risk Converges on the Endpoint
Adversaries have industrialized poisoning the packages enterprises trust. CrowdStrike's 2026 Threat Hunting Report found DPRK-nexus adversary STARDUST CHOLLIMA poisoned 131 trusted AI framework packages, while eCrime actor ALTERED SPIDER compromised more than 300 software dependencies in a single day. The risk no longer stops at engineering. As AI agents spread across the business, any endpoint can pull a package to finish a task, and the attack surface widens to the whole enterprise.
A poisoned package does not look like malware. It arrives as an ordinary file and runs its code the moment it installs. Legacy endpoint tools were built to catch executables, not to govern the packages that assemble AI software. Standalone scanners, proxies, and browser-based tools flag compromises days after poisoned packages have already landed. If not stopped at the endpoint before embedded scripts execute, a poisoned package moves downstream, giving adversaries a foothold.
Stopping Malicious Packages Before They Run
CrowdStrike Real-Time Supply Chain Attack Protection stops malicious packages the moment they reach the endpoint, intercepting at the command line, before any embedded script runs. Because CrowdStrike already enforces at that checkpoint through the same sensor, adversary intelligence, and response orchestration securing the endpoint, protection carries forward into whatever the package tries to do next: execution, credential access, lateral movement. No new agent, and no coverage gaps.
Block Malicious Packages at Download: The Falcon sensor intercepts open-source package manager transactions – npm install, pip install – across npm and PyPI on Windows, macOS, and Linux, before any embedded script runs. Protection extends to every endpoint where agentic applications run, not just developer workstations.Stop the Attack Before it Starts: Security teams can set granular controls to govern what code reaches their endpoints – including minimum package age requirements – so the most common vector of supply chain compromise never gets a foothold.Automated Investigation and Response: The moment a package is flagged, CrowdStrike automatically runs a lookback across every endpoint and triggers remediation through Charlotte Agentic SOAR.Global Package Inventory: Delivers complete visibility into every software package installed across every endpoint, so when a package is compromised, security teams know exactly where it lives and can act immediately.Securing the Software Enterprises Build on AI
Software will only be built faster and with more automation. CrowdStrike makes the endpoint the control point for the software supply chain, so enterprises can build on AI without leaving the door open to the adversary. To learn more, read our blog and visit here.
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: https://www.crowdstrike.com/
Follow us: Blog | X | LinkedIn | Instagram
Start a free trial today: https://www.crowdstrike.com/trial
This release includes discussion of unreleased services or features. Any unreleased services or features referenced here are still in development and subject to change. Customers should make their purchase decisions based upon features that are currently available.
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Disclosures I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours.
CrowdStrike představil SafeMind, agentický bezpečnostní systém pro platformu Falcon vytvořený s NVIDIA. Firma uvádí 29% vyšší detekci, 6× rychlejší end-to-end nápravu incidentů a 99% úsporu nákladů na detekci a nápravu.
Fal.Con 2026 – CrowdStrike (NASDAQ: CRWD) today introduced CrowdStrike SafeMind, a family of purpose-built security models and harnesses from the CrowdStrike Cyber Superintelligence Lab. The SafeMind agentic system will operate natively in the CrowdStrike Falcon® platform. Trusted access for standalone models and harnesses will be part of the Project QuiltWorks program.
SafeMind – Delivering Cybersecurity’s First Agentic System Built for Defenders
Unlike frontier AI models, SafeMind runs as one system designed to deliver AI safety: an offensive model that finds the attack path, a defensive model that closes it, and the harnesses that operate both in the same loop.
SafeMind model training data comes from CrowdStrike Falcon sensor telemetry, the world’s largest pureplay cyber dataset and edge install base. Model training also includes CrowdStrike’s threat intelligence, Falcon Complete MDR event annotations, and fifteen years of incident response fieldwork, where human responders stopped breaches on the front lines. SafeMind launches with two distinct models, delivering unique security competencies:
Red Tempest: Offensive red team model release, built for advanced attack scenarios, emulating AI adversaries.Blue Solano: Defensive blue team model release, built for protecting enterprise assets by deploying battle-tested measures that defenders use in real-life.CrowdStrike builds the models using NVIDIA Nemotron open models in collaboration with NVIDIA, its AI design partner. The program also includes CoreWeave’s AI Cloud for training and inference.
SafeMind’s harnesses operationalize both the red and blue CrowdStrike models in a closed-loop system that continuously pits the models against each other to improve. The harnesses also work with frontier and open-source models, maximizing user choice and model preference while maintaining cost control. Frontier labs can tell a defender a risk exists. CrowdStrike goes beyond with the harnesses that can autonomously act on risk.
“The future of cybersecurity won’t be defined by AI that simply identifies threats, it will be defined by AI that defeats them,” said George Kurtz, CEO and founder of CrowdStrike. “SafeMind brings offensive and defensive models together in a system trained on CrowdStrike’s unique cyber data. It finds weaknesses, strengthens protection, and gets smarter with every cycle, advancing our mission to stop breaches at machine speed.”
“Cybersecurity in the age of AI will be a continuous contest between adversaries using AI to scale attacks and defenders using AI to expand detection and response. Cyber defense will be among the most compute-intensive applications of AI,” said Jensen Huang, founder and CEO of NVIDIA. “SafeMind combines NVIDIA Nemotron open models with CrowdStrike’s deep cybersecurity expertise, trusted security data, purpose-built agent harnesses, rigorous evaluations, and safeguards – creating a frontier agentic cybersecurity stack designed to operate at machine speed. Powered by NVIDIA accelerated computing, SafeMind makes AI a force multiplier for defenders.”
“The real test of AI is what it can do in production, at scale, when the stakes are highest. Few environments put that to the test more than cybersecurity,” said Michael Intrator, co-founder and chief executive officer, CoreWeave. “We’re proud to power SafeMind across training and inference as CrowdStrike puts specialized AI to work against real-world threats.”
What Evaluations Show
Compared to leading frontier models and open-source baselines, SafeMind delivers:
29% higher detection rate6x faster end-to-end remediation99% cost savings on detection and remediation“Our models are the start of a new chapter for cyberdefense,” said Dr. Bartley Richardson, chief AI and autonomous systems officer at CrowdStrike. "With the models and harnesses together in a co-evolving agentic system, defenders can now act at machine speed. This is the foundation for the next decade of AI security, and CrowdStrike is the only company that owns the entire stack, from sensor to harness to model."
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: https://www.crowdstrike.com/
Follow us: Blog | X | LinkedIn | Instagram
Start a free trial today: https://www.crowdstrike.com/trial
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Disclosures I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours.
CrowdStrike spustila Cyber Superintelligence Lab, první výzkumnou organizaci zaměřenou na frontier AI pro kyberobranu a bezpečnost AI. Povede ji Dr. Bartley Richardson.
CrowdStrike Establishes Cyber Superintelligence Lab, Bringing Frontier AI Research to Cyber Defense for the First Time Fal.Con 2026--CrowdStrike (NASDAQ: CRWD) today announced its Cyber Superintelligence Lab, the first frontier AI research organization built for cyberdefense and AI safety.
The Lab unites the expertise of CrowdStrike's AI researchers, offensive operators, and incident responders into one mission-focused charter. Built on the data, the adversary intelligence, and the high-fidelity environments behind the CrowdStrike Falcon® platform, the Lab paves the way for the next-generation of defense technology built for the agentic era. Dr. Bartley Richardson, chief AI and autonomous systems officer, leads the Lab.
CrowdStrike’s Data Advantage Compounds
The Lab's primary input is CrowdStrike's unmatched security data corpus. Every signal is mapped and labeled by front-line analysts, with verdicts attached, establishing cybersecurity’s ontology. The Falcon sensor reports from endpoints, identity systems, cloud workloads, data stores, and Falcon Next-Gen SIEM into a single architecture, producing trillions of events every day. That footprint spans environments diverse enough to capture the edge cases that matter, which is where adversaries operate. Inside those signals sit 15 years of CrowdStrike threat intelligence and incident response: expert-verified accounts of what an attack was, how it worked, and what stopped it. Volume alone does not teach defense to be right. A confirmed outcome does, and CrowdStrike produces more of them, every day the platform runs.
“Security is how AI scales,” said George Kurtz, CEO and founder of CrowdStrike. “The Cyber Superintelligence Lab concentrates the PhDs, AI researchers, and the threat hunters who stop real attacks every day on the Falcon platform. That depth of applied AI talent belongs on the platform where breaches are stopped. The synthesis of our data moat and cybersecurity’s very best AI talent advantages defenders like never before.”
“The real test for AI in security is whether it can stop breaches,” said Dr. Richardson. “To accomplish this today, we need intelligence that operates at machine speed, continuously learning and improving. It is the standard the whole industry will need to move towards in the face of AI-empowered adversaries.”
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: https://www.crowdstrike.com/
Follow us: Blog | X | LinkedIn | Instagram
Start a free trial today: https://www.crowdstrike.com/trial
View source version on businesswire.com: https://www.businesswire.com/news/home/20260901071017/en/
Disclosures I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours.
CrowdStrike uvedl, že ARR u AIDR se ve 2. fiskálním čtvrtletí roku 2027 téměř ztrojnásobil mezikvartálně díky silnější poptávce po AI bezpečnosti. Produkt se prodává samostatně a využívá stejný Falcon agent.
Key Takeaways AIDR ARR nearly tripled sequentially in Q2 fiscal 2027 as demand for AI security strengthened.AIDR adds revenue beyond EDR, using CrowdStrike's existing Falcon agent for easier deployment.Token-based pricing and Falcon Flex could create recurring and usage-based revenue opportunities. CrowdStrike’s (CRWD - Free Report) AI Detection and Response (AIDR) business is gaining traction as enterprises increase their use of artificial intelligence. AIDR’s ending annual recurring revenues (ARR) nearly tripled sequentially in the second quarter of fiscal 2027, on the back of stronger-than-expected demand as customers sought better visibility and control over their AI usage.
AIDR could become an important growth driver because it is a separate and incremental product rather than a replacement for CrowdStrike’s core endpoint detection and response (EDR) offering. Management said AIDR is priced separately, allowing the company to generate additional revenues from its existing customer base. At the same time, AIDR uses the same Falcon agent that customers already have, which reduces the need to deploy another security agent.
Growing enterprise AI adoption is creating a need for these capabilities. Companies are deploying more AI applications and agents, which increases the risk of data leakage, misuse and unauthorized access. CrowdStrike said a large bank adopted AIDR in an eight-figure Falcon Flex deal to gain AI usage visibility and prevent data exfiltration. The company also said AIDR was adopted alongside identity products as customers worked to secure AI deployments.
CrowdStrike is using a token-based pricing model for AIDR. Customers receive a defined amount of token usage based on the size of their environment and can purchase additional token packs when usage rises. AIDR can be consumed through Falcon Flex, giving customers a simpler way to expand their usage as AI adoption increases. This model could give CrowdStrike an additional source of recurring and usage-based revenues over time.
AIDR's nearly threefold sequential ARR growth shows strong early momentum, but more time will be needed to determine how large the business can become. For now, the rapid adoption, separate pricing model, easy deployment and growing need to secure AI agents suggest that AIDR could become an important contributor to CrowdStrike’s future growth.
How Competitors Fare Against CRWDCompetitors like Palo Alto Networks (PANW - Free Report) and SentinelOne (S - Free Report) are also gaining ground through platform expansion and AI innovation.
In the third quarter of fiscal 2026, Palo Alto Networks saw robust growth in its Next-Gen Security ARR, which increased 60% year over year. The growth was driven by increased customer adoption of PANW’s advanced cybersecurity offerings, including its AI-driven XSIAM platform, SASE and software firewalls.
Though comparatively a small competitor, SentinelOne posted second-quarter fiscal 2027 year-over-year growth of 22% in its ARR. The growth was fueled by the rising adoption of SentinelOne’s AI-first Singularity platform and Purple AI.
CRWD’s Price Performance, Valuation and EstimatesShares of CrowdStrike have jumped 95.9% in the year-to-date period compared with the Zacks Security industry’s return of 83.3%.
CRWD YTD Price Return Performance
Image Source: Zacks Investment Research
From a valuation standpoint, CrowdStrike trades at a forward price-to-sales ratio of 32.97, significantly higher than the industry’s average of 18.51. The Zacks Value Score of F also suggests that CRWD stock is overvalued.
CRWD Forward 12-Month P/S Ratio
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for CrowdStrike’s fiscal 2027 and 2028 earnings indicates year-over-year growth of 33.3% and 26.9%, respectively. The estimates for fiscal 2027 have been revised up by a penny over the past seven days, while the same for fiscal 2028 have remained unchanged over 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.
RapidFort oznámil integraci s CrowdStrike Falcon Cloud Security, která má urychlit nápravu zranitelností kontejnerů v prostředích Kubernetes. Řešení kombinuje data o zranitelnostech a SBOM s automatickým zpevňováním image.
Integration Helps Joint Customers Identify, Prioritize, and Remediate Container Vulnerabilities across Kubernetes Environments
LAS VEGAS--(BUSINESS WIRE)--Fal.Con 2026 – RapidFort today at Fal.Con 2026 announced a new integration with CrowdStrike Falcon® Cloud Security. The integration helps joint customers accelerate container vulnerability remediation across Kubernetes environments by combining the comprehensive cloud security capabilities of Falcon Cloud Security with RapidFort automated container image hardening.
New integration helps joint customers accelerate container vulnerability remediation across Kubernetes environments by combining the comprehensive cloud security capabilities of Falcon Cloud Security with RapidFort automated container image hardening.
ShareAs AI accelerates vulnerability discovery and shortens the window between CVE disclosure and potential exploitation, organizations running Kubernetes at scale face increasing pressure to address vulnerabilities faster. Containerized workloads can inherit vulnerabilities from open-source base images and packages, creating significant remediation demands across large environments.
The integration enables RapidFort to ingest vulnerability and software bill of materials (SBOM) data from Falcon Cloud Security and use it to automate container image hardening. RapidFort curated image library and runtime profiling capabilities help eliminate identified vulnerabilities and remove unnecessary components without requiring changes to application code. Together, CrowdStrike and RapidFort help joint customers streamline vulnerability management and accelerate risk reduction across Kubernetes environments.
“AI-accelerated vulnerability discovery has made speed increasingly critical for organizations running Kubernetes at scale,” said George Manuelian, CSO, RapidFort. “Our integration with CrowdStrike brings RapidFort automated image hardening into the vulnerability management workflow, helping joint customers move faster from identifying risk to reducing it. RapidFort customers have reduced CVEs by up to 99.9% with our hardening technology, without requiring changes to application code.”
For organizations with stringent security and compliance requirements, including Department of Defense environments, RapidFort supports hardened container images, compliance reporting, and deployment across restricted and air-gapped environments.
To learn more about the integration, visit the CrowdStrike Marketplace listing or visit RapidFort at ReversingLabs Booth #2113 during Fal.Con 2026 in Las Vegas this week.
About RapidFort
RapidFort leads the Software Supply Chain Security market with the largest distribution of curated, genuinely open-source software. Its platform enables organizations to eliminate risk at scale through hardened near-zero CVE container images, runtime profiling, attack surface management, and the industry’s first independently malware-scanned open-source images – cutting CVE exposure by up to 99.9% without code changes or platform migration. RapidFort is recognized in the inaugural Gartner® Magic Quadrant™ for Software Supply Chain Security, named a Gartner® Cool Vendor™, and honored as a Nutanix .Next Partner of the Year. The company is backed by Blue Cloud Ventures and Forgepoint Capital and headquartered in Sunnyvale, Calif. Visit www.RapidFort.com.
RapidFort, RAPIDFORT, and RBOM are registered trademarks of RapidFort, Inc. CrowdStrike and Falcon are registered trademarks of CrowdStrike, Inc. All other marks and names mentioned herein may be trademarks of their respective companies.
CrowdStrike v pondělí vystřelil na nové historické maximum po oznámení nových produktů a partnerství na konferenci Fal.Con 2026. Akcie CRWD byly během dne intradenně výše o 3,72 %.
Shares of CrowdStrike Holdings Inc. (NASDAQ:CRWD) are trading higher Monday morning, hitting a new all-time high, in response to a major wave of product and strategic partnership announcements at the opening of CrowdStrike’s sold-out Fal.Con 2026 user conference in Las Vegas.
CrowdStrike Holdings stock is approaching key resistance levels. Why did CRWD hit a new high? Fal.Con 2026 Product Newsroom Wave Drives Investor EnthusiasmThe intra-day rally reflects growing enthusiasm for CrowdStrike’s expanding AI security portfolio. Headlining the announcements is CrowdStrike Falcon IQ, a new agentic AI security solution powered by NVIDIA Nemotron models and Charlotte AI AgentWorks, designed to operationalize Project QuiltWorks and secure frontier AI models at machine speed.
In addition to expanding Project QuiltWorks across more tech ecosystem data sources, CrowdStrike announced native marketplace integrations bringing the Falcon platform to Google Cloud and Snowflake, alongside an IT/OT security collaboration with Cognizant and a verified human identity integration with CLEAR.
Management Commentary Highlights AI Era ExecutionAddressing Monday morning’s major product expansion, Founder and Chief Executive Officer George Kurtz highlighted the company’s platform strategy:
"As artificial intelligence accelerates across every enterprise, it introduces a completely new attack surface that legacy security tools were never built to handle. With the launch of Falcon IQ and the expansion of Project QuiltWorks, we are delivering agentic AI security at machine speed, giving organizations the visibility and protection needed to secure frontier AI models across their entire cloud and data footprint."
Last Week’s Q2 Financial Beat And Earnings Call Commentary The product momentum builds on CrowdStrike’s strong fiscal second-quarter 2027 financial results delivered last week where net-new Annual Recurring Revenue surged 51% year-over-year to $333 million, topping the high end of guidance by over $45 million. Total revenue rose to $1.47 billion as customers continued consolidating point solutions onto the Falcon platform.
During the second-quarter earnings call, Kurtz pointed to momentum across Falcon Flex and enterprise AI adoption as key growth drivers:
"Q2 was the best quarter in CrowdStrike’s history. Our relentless execution and platform consolidation strategy continue to win market share as organizations standardize on Falcon. Every enterprise will run on AI, and securing it is the largest market opportunity in our history."
CRWD Shares Climb Monday MorningCRWD Price Action: CrowdStrike Holdings shares were up 3.72% at $226.53 at the time of publication on Monday. The stock is trading near its 52-week high of $229.08, according to Benzinga Pro data.
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CrowdStrike oznámil, že platforma Falcon je nyní dostupná na Google Cloudu. Zákazníkům to má přinést větší flexibilitu nasazení a jednodušší konsolidaci kybernetické bezpečnosti.
Falcon now runs on Google Cloud, accelerating platform consolidation with the flexibility to deploy CrowdStrike on customers’ hyperscaler of choice
AUSTIN, Texas & LAS VEGAS--(BUSINESS WIRE)--Fal.Con 2026--CrowdStrike (NASDAQ: CRWD) today announced the CrowdStrike Falcon® platform is now available on Google Cloud infrastructure, giving customers access to its leading AI-native security platform.
As AI workloads expand in the cloud, organizations need control over where sensitive data is processed and resides. Running Falcon on U.S. regional Google Cloud infrastructure expands deployment flexibility and reduces operational complexity, while meeting data sovereignty requirements. With Falcon, customers maintain unified protection across AI agents, endpoints, identities, cloud, and data through a single sensor, console, and data layer.
“Every enterprise has become a multi-cloud organization,” said Daniel Bernard, chief business officer at CrowdStrike. “By bringing Falcon to Google Cloud, we’re giving customers greater choice on where they run their business, making it easier than ever before to consolidate cybersecurity on the platform they trust to stop breaches.”
One Platform for the Multi-Cloud Enterprise
As organizations expand across clouds and regions, fragmented security creates complexity and gaps adversaries actively exploit. Falcon on Google Cloud gives customers a unified security platform across their environments while providing greater choice in where data is stored. Starting with the U.S., CrowdStrike plans to expand Falcon to additional Google Cloud regions, enabling in-region data processing to meet data localization requirements.
“Robust cybersecurity and data sovereignty remain critical components of every enterprise’s multi-cloud and AI strategy,” said Brian Goldstein, vice president, strategic AI and ISV, at Google Cloud. “Utilizing Google Cloud’s secure infrastructure, CrowdStrike can power unified protection capabilities that reduce operational complexity and help organizations protect their critical data and AI workloads with confidence.”
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: https://www.crowdstrike.com/
Follow us: Blog | X | LinkedIn | Instagram
Start a free trial today: https://www.crowdstrike.com/trial
CrowdStrike uzavřel na novém maximu 227,96 USD ve čtvrtek 27. srpna po silných čtvrtletních výsledcích. Roční opakované tržby vzrostly na 5,84 miliardy USD, meziročně o 25 %.
CrowdStrike (CRWD +4.15%) stock soared to a new closing high of $227.96 last Thursday, Aug. 27, after the company reported a blockbuster set of quarterly operating results on Wednesday evening. The stock has now returned a whopping 94% in 2026, obliterating the benchmark S&P 500, which is up just 13%.
CrowdStrike's Falcon platform is one of the cybersecurity industry's only all-in-one enterprise solutions for protecting cloud networks, employee identities, endpoints, and everything in between. Holistic protection has never been more important, as malicious actors now use artificial intelligence (AI) to rapidly identify vulnerabilities in corporate networks. As a result, CrowdStrike believes its addressable market will more than double to $325 billion between now and 2030.
But does that mean investors should buy its stock at an all-time high? Read on for the surprising answer.
Image source: Getty Images.
The Falcon platform is rapidly expanding The cybersecurity industry used to be highly fragmented, with vendors specializing in one or two specific products. Therefore, enterprises had to buy products from multiple providers to achieve adequate protection, but these programs rarely worked well together, leaving gaping holes in their defenses. That is simply unacceptable in the AI era, which is why Falcon is so popular.
Enterprises can choose from 33 modules (products) to build their ideal version of Falcon, and with the Flex subscription, they can set a fixed annual budget and change modules as their needs evolve.
While malicious actors are using AI to stage sophisticated cyberattacks, enterprises are also placing themselves at risk every time they deploy an AI chatbot, agent, or other software application. Chatbots, for example, can be vulnerable to a technique called prompt injection, in which a hacker instructs the application to ignore its guardrails by disguising malicious requests as legitimate prompts. In some cases, they can convince the chatbot to hand over sensitive data or grant them access to restricted networks.
CrowdStrike launched a Falcon module called AI Detection and Response (AIDR) to combat those threats. It tracks all inputs and outputs from every trusted AI application, so it can detect anyone trying to orchestrate a breach through prompt injection. Plus, it can uncover unauthorized agents or chatbots operating within the organization, allowing them to be shut down immediately.
During CrowdStrike's recent fiscal 2027 second quarter (ended July 31), the annual recurring revenue attributable to AIDR nearly tripled compared to the first quarter just three months earlier, indicating a mind-blowing amount of demand for this product.
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CrowdStrike's revenue growth just accelerated again CrowdStrike had $5.84 billion in total ARR at the end of the second quarter, a 25% increase from the year-ago period. The Falcon Flex subscription accounted for $2.29 billion of that ARR and grew at a much faster rate of 101%, so the ability to add and remove modules is clearly resonating with customers.
Overall, Q2 was the fourth consecutive quarter in which CrowdStrike's total ARR growth accelerated, so the business is carrying significant momentum. As a result, management increased its full-year ARR forecast for fiscal 2027 by $64 million to $6.607 billion (at the midpoint of the guidance range).
CrowdStrike's valuation could limit returns for investors There is no guarantee that CrowdStrike's stellar operating results will translate into further upside in its stock, because valuation matters. CrowdStrike currently has a price-to-sales (P/S) ratio of 43.5, which is not only a record high but also nearly four times its historical average of 11 since its stock went public in 2019.
CRWD PS Ratio data by YCharts
CrowdStrike stock is now seven times as expensive as the Nasdaq-100, which has a P/S ratio of 6.2. Moreover, it's significantly more expensive than its closest competitor, Palo Alto Networks, which has a P/S ratio of 26.4.
As a result, investors who buy CrowdStrike stock hoping for a strong return over the next 12 months or so might be disappointed, because its valuation leaves very little (if any) room for upside.
However, CrowdStrike believes it can grow its ARR more than threefold to $20 billion by fiscal 2036, which could deliver positive returns for investors willing to stick around for the next decade or so. Therefore, whether or not CrowdStrike stock is a buy might depend entirely on an individual's time horizon.
CrowdStrike oznámil výnosy 1,47 miliardy USD a upravený EPS 31 centů, obojí nad odhady. Firma zároveň zvýšila výhled net new ARR na 1,35 až 1,359 miliardy USD.
CrowdStrike Holdings NASDAQ: CRWD delivered an earnings report that didn't have the same headline flair as that of NVIDIA NASDAQ: NVDA. But CRWD jumped sharply in the morning after its report, as investors focused on the bigger story behind the numbers and CrowdStrike’s role in it.
CrowdStrike reported its Q2 fiscal year 2027 (FY2027) results on Wednesday, Aug. 26, after the market closed. Revenue came in at $1.47 billion, higher than the $1.44 billion analysts expected and was up 25% year over year (YOY). Earnings told a similar story. Adjusted earnings per share (EPS) of 31 cents beat expectations of 29 cents and were up 34% YOY.
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Other highlights from the report included:
Net new annual recurring revenue (ARR), which was up 51% YOY and over $45 million above the high end of the company's prior guidance.
Free cash flow was up 33% YOY to $377 million.
CrowdStrike also raised its FY2027 net new ARR outlook to between $1.35 billion and $1.359 billion, a YOY increase of approximately 34%, compared with the prior guide of 22.5%.
CrowdStrike Is Seeing Explosive Demand Due to Agentic AIAt the core of CrowdStrike's report was the growing threat from agentic AI. On the earnings call, chief executive officer George Kurtz referred to AI agents as both "friend and foe" in the AI economy. There is no question that they are driving productivity, but it also increases the risk of those agents going rogue. Or at least the perception that they will.
In fact, CrowdStrike referred to this quarter as one where the company had a "Mythos moment." That is, companies became so concerned about the threat of rogue AI agents that they turned to CrowdStrike to enhance their cybersecurity.
That statement is backed up by the company's data. In the quarter, the company added over 935 new Falcon Flex customers. Annual recurring revenue (ARR) for Falcon Flex was over $2.29 billion, a 101% year-over-year gain. Plus, the company cited 51% of its Flex customers use six or more modules, up from 48% in the same quarter in fiscal year 2026.
Is CrowdStrike Riding the Trend or the Reason the Trend Exists?Here's where the forecast can get tricky for a company like CrowdStrike. Investors may believe that demand for cybersecurity will increase exponentially over the next five to 10 years. But CrowdStrike isn't alone in this space. There are many competitors, such as Palo Alto Networks NASDAQ: PANW, that have adopted a similar platformization strategy.
In fact, in its most recent quarter, Palo Alto posted its best quarter on record, and PANW rallied over 113% between April and June 2026, bolstered by its acquisition of CyberArk to capitalize on the same agentic AI threat that CrowdStrike is noting.
There are also niche players, such as Okta NASDAQ: OKTA, that are trying to carve out a leadership position in a mission-critical area of the sector. Other names, such as Fortinet NASDAQ: FTNT and SentinelOne NYSE: S, have leaned into comparable messaging, suggesting the demand shock reaches well beyond CrowdStrike's own platform.
Can CRWD Outrun a Lofty Valuation?Once the dust settles on CrowdStrike's bullish report, investors will have to decide whether to pay a hefty premium for CRWD. This brings up growth. CRWD is expensive by traditional metrics. But the same can be said for many cybersecurity stocks.
What makes CrowdStrike different from a company like Palo Alto Networks is its relatively short history. That skews traditional discounted cash flow models by including a period when CrowdStrike wasn't yet profitable. That may not account for what appears to be a multi-year super cycle in cybersecurity demand.
That brings up another important consideration for AI software stocks. These companies aren't facing the same supply chain constraints that could restrict topline growth. Factor in the company's operating margin forecast of 28%-32%, and it becomes clear that EPS growth may be stronger than expected.
Is There More Upside for CRWD?CrowdStrike Stock Forecast Today12-Month Stock Price Forecast:
$218.68
0.13% Upside
Moderate Buy
Based on 51 Analyst Ratings
Current Price$218.40High Forecast$425.00Average Forecast$218.68Low Forecast$112.50CrowdStrike Stock Forecast Details
Like many software stocks, CRWD entered 2026 in near-oversold territory after a strong run higher in 2025. But over the past three months, CRWD has become one of the strongest outperformers in 2026.
The post-earnings push has moved the stock back near its 52-week high. But analysts are already weighing in with bullish sentiment. That means higher price targets will support a higher stock price in the long term.
In the short term, CRWD is likely to give up some of these post-earnings gains. But that's likely to be a case of investors booking profits rather than concerns over the business.
The disagreement over valuation is likely to persist, but there's little debate that if cybersecurity is a rising tide, then CrowdStrike has one of the biggest boats.
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Next-Gen SIEM od CrowdStrike ve 2. fiskálním čtvrtletí překonal 695 milionů USD v ARR a dosáhl rekordního čistého přírůstku ARR. Firma těží z poptávky po rychlejším a levnějším nahrazování legacy SIEM i z rostoucích potřeb v oblasti bezpečnosti AI.
Key Takeaways Next-Gen SIEM ARR surpassed $695 million in fiscal Q2, with record quarterly net new ARR.CRWD is winning customers with first-party data, speed, efficiency and a disruptive price point.Rising AI security needs could boost demand as teams monitor threats across AI agents, cloud and identity. CrowdStrike’s (CRWD - Free Report) Next-Gen Security Information and Event Management (SIEM) business continued to grow strongly in the second quarter of fiscal 2027. Ending annual recurring revenue (ARR) for the business surpassed $695 million, while quarterly net new ARR reached a record level. The results show that Next-Gen SIEM is becoming an important part of CrowdStrike’s broader platform.
CrowdStrike is seeing demand from both new and existing customers. Management said that more customers are standardizing on Falcon as the operating system for the security operations center (SOC). The company believes its first-party data advantage and the speed and efficiency of its platform are helping it compete with traditional SIEM products.
CrowdStrike is also competing on cost. Management said Next-Gen SIEM has a disruptive price point because of how the company charges for first-party data generated by its platform. The company sees this as a way to offer faster deployment and better value compared with legacy SIEM products. In the second quarter, a major American power provider replaced a legacy acquired SIEM with CrowdStrike’s Next-Gen SIEM in an eight-figure Falcon Flex deal. Management said the customer selected the product based on its technical capabilities, speed and economics.
The growth of AI could support further demand for Next-Gen SIEM. CrowdStrike said security teams need to monitor activity across AI agents, SaaS, cloud and identity because attacks can move across different environments. This increases the need for a platform like Next-Gen SIEM that can bring security data together. The above-mentioned factors show that continued platform adoption, legacy SIEM replacements and rising AI-related security needs should help Next-Gen SIEM remain an important driver of CRWD's long-term growth.
How Competitors Fare Against CRWDCompetitors like Palo Alto Networks (PANW - Free Report) and SentinelOne (S - Free Report) are also gaining ground through platform expansion and AI innovation.
In the third quarter of fiscal 2026, Palo Alto Networks saw robust growth in its Next-Gen Security ARR, which increased 60% year over year. The growth was driven by increased customer adoption of PANW’s advanced cybersecurity offerings, including its AI-driven XSIAM platform, SASE and software firewalls.
Though comparatively a small competitor, SentinelOne posted second-quarter fiscal 2027 year-over-year growth of 22% in its ARR. The growth was fueled by the rising adoption of SentinelOne’s AI-first Singularity platform and Purple AI.
CRWD’s Price Performance, Valuation and EstimatesShares of CrowdStrike have jumped 94.5% in the year-to-date period compared with the Zacks Security industry’s return of 65.4%.
CRWD YTD Price Return Performance
Image Source: Zacks Investment Research
From a valuation standpoint, CrowdStrike trades at a forward price-to-sales ratio of 34.77, significantly higher than the industry’s average of 16.77. The Zacks Value Score of F also suggests that CRWD stock is overvalued.
CRWD Forward 12-Month P/S Ratio
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for CrowdStrike’s fiscal 2027 and 2028 earnings indicates year-over-year growth of 32.3% and 27.1%, respectively. The estimates for fiscal 2027 and 2028 have remained unchanged over 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.
CrowdStrike oznámil „nejlepší čtvrtletí v historii“ s rekordním novým ARR ve výši 333 milionů USD a volným peněžním tokem 377 milionů USD. Firma těží z růstu AI a nových kybernetických hrozeb.
CrowdStrike (CRWD -4.19%) has become an early winner in the artificial intelligence (AI) revolution, and that's delivered a big win to early investors in this cybersecurity giant. The company's innovative platform, Falcon, incorporates AI to identify threats and tackle attacks before they happen. This has translated into explosive revenue growth quarter after quarter, and the company continued marching along this path in the recent period.
In fact, chief George Kurtz called it the "very best quarter in company history." Among other achievements, CrowdStrike delivered record new annual recurring revenue (ARR) and free cash flow. And, importantly, the growth of AI is offering the company a new, significant revenue opportunity.
All of that is positive, but it's also important to keep in mind the stock's explosive performance, something that could mean some of this great news is already priced in. The stock has jumped about 100% over the past year. Is it too late to buy this winning AI stock? Let's find out.
Image source: Getty Images.
CrowdStrike's use of AIWe'll start by taking a look at CrowdStrike's path so far. As mentioned, the company has become a successful user of AI. CrowdStrike's Falcon platform is a lightweight sensor -- meaning it operates in the background and doesn't slow down a computer system's operations -- that looks out for potential danger. The system operates in the cloud and leverages an enterprise's data to detect potential threats and take action.
Falcon offers customers more than 30 modules focused on a range of security specialty areas, from data protection to blocking viruses and securing multi-cloud environments. And the Falcon Flex program allows customers flexibility to manage their changing security needs -- they can shift from one module to another, for example.
All of this has propelled revenue higher. The recent quarter confirmed the company's successes, as new ARR reached a record of $333 million, free cash flow hit a record of $377 million, and Falcon Flex accounts attained an ending ARR of more than $2.2 billion. As mentioned, the company said that this quarter was the best ever -- and expressed significant optimism about what's ahead.
Now, let's consider the newish element that's driving this growth. As Kurtz said during the earnings call, today's AI agent "is both a friend and foe." The AI agent, used increasingly by companies and individuals, carries out various tasks that previously were carried out by humans. This is the actual application of AI to real-world situations, and it's seen as the next big area of AI growth.
New cyberattacksThough these agents can be extremely helpful, they also could lead to new attacks and threats. And this opens up a whole new area of opportunity for CrowdStrike. The company cites the Mythos moment earlier this year -- when Anthropic's Mythos model showed how AI could exploit software vulnerabilities -- as being a key turning point.
"Ever since Mythos, we have seen growth in our business, not measured by meetings or calls, but measured by ARR, and we don't see the threat landscape subsiding," Kurtz said.
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The company said its customers' use of Anthropic's Claude, as well as AI agents in general, is growing in the triple digits -- and this has prompted them to focus more and more on cybersecurity.
All of this suggests that CrowdStrike may be in the early days of another big wave of growth. This is positive, but the stock has soared in recent times, and as a result, it trades for 181x forward earnings estimates -- a level that isn't cheap.
So is it too late to buy this standout cybersecurity player? The answer depends on your investment style. If you're a value investor, you'll find opportunities better suited to your needs elsewhere.
If you're a growth investor, though, you might choose to add a few shares of CrowdStrike to your portfolio even at today's premium price. The recent positive earnings results may be priced in, but the stock still has room to run over the long term. As AI becomes a greater part of daily life, CrowdStrike could see revenue growth explode higher over the long run -- and that could deliver a big win to investors who today choose to buy and hold.
CrowdStrike oznámil nejlepší čtvrtletí v historii, tržby vzrostly o 26 % na 1,47 miliardy USD a společnost zvýšila celoroční výhled na zhruba 6 miliard USD. To zvedlo celý kyberbezpečnostní sektor a zvýšilo laťku pro Palo Alto Networks.
CrowdStrike just posted its best quarter ever and sent cybersecurity stocks surging, but history shows Palo Alto Networks has a nasty habit of falling on strong earnings reports, and the buy side has already baked in a beat.
Palo Alto Networks (NASDAQ: PANW | PANW Price Prediction) reports fiscal fourth-quarter results Tuesday, September 1, 2026, after the market closes. The setup could not be louder. CrowdStrike (NASDAQ:CRWD) just told the market it had its best quarter ever, with revenue up 26% to $1.47 billion and a raised full-year revenue forecast of roughly $6 billion. Cybersecurity is back in favor, and Palo Alto has to prove the excitement extends to its own ledger.
The complication is that Palo Alto shares have gained 101.73% year to date, closing Friday at $371.59. Options traders are bracing for an approximately 8.5% earnings move. My view heading in is that CrowdStrike’s number is evidence of demand, not about Palo Alto’s execution. They are different businesses with different revenue mixes, and treating one as a proxy for the other is exactly how investors get hurt when results land.
What CrowdStrike’s Beat Actually Tells Us CrowdStrike’s quarter was a clean read on AI security demand. Enterprise buyers accelerated spending because they are worried, and the worry is rational. When a peer raises full-year guidance, the sector tends to rise, and Palo Alto has ridden that trend with an 18.28% gain over the past month.
The read-across only goes so far. CrowdStrike sells endpoint and workload protection through a single-vendor platform. Palo Alto sells firewalls, cloud security, identity, and observability, with hardware still contributing roughly 10% of total revenue. A tailwind for one is not automatic revenue for the other.
Where the read-across is real is in the tone CIOs are taking with their budgets. CEO Nikesh Arora said last quarter that “the latest advancements at the AI frontier have increased the level of urgency around cybersecurity, and redefined the shape of the industry for the coming years.” That matches what CrowdStrike described.
The CrowdStrike recap makes clear that demand is being pulled forward by AI-driven threats rather than generic IT growth. Palo Alto’s Unit 42 has been saying the same thing. Its team simulated a ransomware campaign from initial entry to data exfiltration in 25 minutes, against enterprise defenders, a feat that typically takes days.
The fair way to read CrowdStrike’s report is that it raises the hurdle for Palo Alto rather than clearing it. Expectations moved up across the group. If Palo Alto merely meets its own guide, that will look shy compared to a peer that just raised its number.
The Bar PANW Has Set for Itself Palo Alto’s own guidance is the real benchmark for Tuesday. In its third-quarter release, management guided fourth-quarter revenue to $3.345 billion to $3.355 billion, which would be roughly 32% growth.
The more important number is next-generation security ARR. Management guided that metric to $8.9 billion to $8.95 billion, up 59 to 60% year over year. RPO was guided to $20.9 to $21 billion, and non-GAAP EPS to 96 to 98 cents.
Full-year revenue was guided to $11.415 billion to $11.425 billion, with the full-year EPS range at $3.77 to $3.79. Polymarket currently prices in a 94.5% probability of an earnings beat, so a modest beat is already priced in.
History complicates the setup. Palo Alto has beaten estimates in all six of its most recent reported quarters, but the average day-of reaction to those beats was-3.73%. The last three quarters produced day-of reactions of -7.42%, -6.82%, and -5.64%.
The pattern says the real bar is whatever the buy side has already assumed on top of the printed guide. A beat paired with an in-line guide has repeatedly disappointed. That is the environment Palo Alto walks into on Tuesday, and the confirmed release schedule gives management only one shot to reset the reaction.
Organic Growth Is the Number That Matters The CyberArk and Chronosphere acquisitions contributed $388 million to third-quarter revenue and $1.63 billion of the NGS ARR base. That is a lot of reported growth that is not organic, and it is why the headline numbers overstate underlying momentum.
Strip out the deals, and the picture is still good but more modest. Organic NGS ARR grew 28%, and organic current RPO grew 17%, an acceleration from 15% in the prior quarter. Direction matters more than level here.
Product-level signals were stronger. Next-generation firewall bookings rose nearly 40%, SASE ARR grew 40%, and Prisma Airs customer count tripled from about 100 to over 300. XIM ARR crossed $600 million while growing 100%.
Integration risk is real. Stock-based comp reached 17% of revenue because of acquisition-related grants, and Palo Alto swung to a GAAP operating loss of $183 million. Management says the SBC ratio should normalize on a 12 to 18 month run rate.
The number I will be watching is organic NGS ARR. If it stays at or above 28%, the platform story is intact. If it slips into the low twenties, the CrowdStrike read-across breaks down, and the sector rally starts to look uneven.
What the Setup Means for Tuesday Night Valuation is doing a lot of the arguing. Palo Alto trades at a trailing P/E of 333 and a forward P/E of 82. The analyst target of $362.71 now sits below the current price, which is unusual for a stock this beloved.
Analysts still lean bullish, with 45 buy ratings, 9 holds, and 1 sell. But the consensus target says the sell side has not chased the recent rally. That gap is what makes Tuesday a coin flip on price even if the fundamentals land clean.
Options positioning is another read. The September 18 expiration carries 52,657 calls and 55,510 puts of open interest, a balanced setup that leans slightly protective. Traders are hedging, not chasing.
Fiscal 2027 guidance is the other swing factor. Management said last quarter it will begin segment-level revenue disclosures across Network Security, Cortex, and Identity starting in fiscal 2027. Whatever framework accompanies that shift will set the tone for the next year of estimate revisions.
My position is this. CrowdStrike’s beat is evidence of a strong demand backdrop, and that is a separate question from whether Palo Alto will exceed its already aggressive guidance. The stock has been given credit for both. If organic NGS ARR growth holds near 28% and management points to a credible fiscal 2027 setup, the rally is defensible. If either piece wobbles, the historical pattern of post-earnings drawdowns will reassert itself, and an 8.5% move lower is the market’s starting estimate.
Contact [email protected] for any questions or corrections.
CrowdStrike před výsledky 26. srpna 2026 zrychlil růst výnosů na 25,57 % a poprvé vykázal kladný GAAP čistý zisk 27,77 milionu USD. Firma zároveň zvýšila celoroční výhled.
CrowdStrike (NASDAQ:CRWD | CRWD Price Prediction) is the cleanest pre-earnings setup in cybersecurity, and the numbers make owning shares into the August 26, 2026 fiscal Q2 2027 report a compelling watch for investors focused on compounding growth with profitability now inflecting positive.
Growth Is Accelerating Into FY27 Revenue growth accelerated from 21.28% in Q2 FY26 to 25.57% in Q1 FY27, and management raised full-year FY27 guidance across every line. Net new ARR growth guidance was raised by 520 basis points to 27.7% at the midpoint. Ending ARR reached $5.51 billion, and the Q1 report delivered an eighth consecutive EPS beat. Polymarket assigns a 0.887 probability that the streak extends next Wednesday, backed by a 100% crowd correct rate on prior resolved CRWD earnings markets.
Cash Machine Under The Growth Story Q1 FY27 free cash flow hit $468.5 million, or 34% of revenue, with a Rule of 40 score of 59. GAAP net income swung to $27.77 million from a $104.26 million loss a year earlier. Non-GAAP operating margin expanded to 24%, up 530 basis points. Management bought back $176 million in Q1 with roughly $1.3 billion still authorized.
AI Security Is The Real Catalyst CEO George Kurtz called Q1 the “Mythos moment” and disclosed that AIDR ending ARR grew more than 250% sequentially with a Q2 pipeline exceeding $50 million. Kurtz says AIDR is a larger opportunity than EDR because agents create seven attack surfaces instead of one. Falcon is a launch partner for OpenAI Trusted Access for Cyber, Anthropic Project Glasswing, and Google Agent Cloud.
Head-To-Head Against The Obvious Alternatives Palo Alto Networks (NASDAQ:PANW) is the go-to peer, but CrowdStrike’s 25.57% revenue growth and 34% free cash flow margin outpace PANW’s slower, firewall-anchored model, and CRWD trades with a purer pure-play multiple. SentinelOne (NYSE:S) is the direct endpoint challenger, yet its ARR base is a fraction of CRWD’s $5.51 billion and it still lacks consistent GAAP profitability, while CRWD just reported positive GAAP net income. Analyst coverage confirms the tilt: 41 Buy ratings against 1 Sell.
One Risk, Quickly Dismissed Bears still cite lingering costs from the July 19, 2024 Falcon sensor incident. That thesis is stale: incident-related expenses fell to $16.2 million in Q4 FY26, free cash flow hit records, GAAP profitability inflected positive, and management just raised guidance across revenue, ARR, operating income, and EPS.
Keep an eye on CrowdStrike into the August 26 earnings report.
Contact [email protected] for any questions or corrections.
Akcie CrowdStrike klesly o 4,8 % poté, co CTO Elia Zaitsev odchází založit kyberbezpečnostní fond zaměřený na umělou inteligenci. Firma zatím neoznámila nástupce.
Buy Palo Alto Networks (PANW). The news reinforces that AI adoption is creating a new security spend cycle (new attack surface, new tools). PANW is positioned to capture broad enterprise security budgets even if individual AI-security startups struggle, and it benefits from platform consolidation rather than single-tech bets.
Key Risk: Enterprise security budgets stall or PANW’s AI-security offerings fail to translate into durable growth/renewals.
CRWD sell
Sell CrowdStrike (CRWD). The CTO—key technical driver—exits to start a competing AI-security venture fund, and there’s no announced successor. With shares already near a 52-week high and investors taking profits, this leadership uncertainty plus valuation risk is a bad setup into the next earnings window.
Key Risk: A fast, credible leadership replacement and strong earnings/forward guidance that proves product momentum is intact.
CrowdStrike CRWD shares fell 4.8% after Axios reported that Chief Technology Officer Elia Zaitsev is leaving the cybersecurity company to launch an AI-focused cybersecurity venture fund.
Zaitsev is departing after 13 years at CrowdStrike and will launch Cognition alongside former CrowdStrike corporate development executives Gur Talpaz and Tayler Sipperly.
The new firm is targeting a $170 million fund focused on cybersecurity startups developing technologies for the emerging AI threat landscape.
CrowdStrike has not publicly commented on Zaitsev's departure or announced a successor.
The leadership change comes as investors are already taking some profits following a sharp rally in the stock. Shares had climbed to a 52-week high of $227.50 reached just days before the latest decline.
The stock was trading at $191.79 at the time of writing.
Cognition's investment strategy is based on the view that the rapid adoption of AI and AI agents is creating new cybersecurity vulnerabilities and attack surfaces.
"We have this new attack surface that's being brought on by AI and agents," Zaitsev told Axios.
The venture firm plans to identify technical teams capable of developing broad cybersecurity platforms to address the changing threat environment.
It expects to lead or co-lead seed and Series A funding rounds, making three or four concentrated investments each year.
Cognition plans to invest an average of $6 million in seed-stage companies and $15 million in Series A rounds.
Talpaz told Axios that the expansion of enterprise AI adoption is creating demand for new security tools. "AI security didn't exist five years ago... But as the adoption of AI dramatically ramps up in the enterprise, it requires a new set of tools," he said.
Zaitsev and his co-founders will focus on companies they believe can respond to increasingly sophisticated threats associated with AI systems.
Analysts remain divided on CrowdStrike stockThe departure adds another consideration for CrowdStrike investors ahead of the company's earnings report, although Wall Street views on the stock remain mixed.
Guggenheim reiterated its Neutral rating, citing limited upside to consensus annual recurring revenue expectations despite positive conditions across the cybersecurity industry.
Stifel, meanwhile, maintained its Buy rating and a $230 price target. The firm pointed to its reseller survey, which showed that 44% of partners reported results above expectations, the highest reading in nine quarters.
The leadership transition therefore comes as CrowdStrike continues to operate in a market benefiting from growing cybersecurity needs while investors assess the company's valuation and future growth prospects.
For Cognition, Zaitsev's departure represents a move from building cybersecurity technology at an established company to investing in startups seeking to address the security challenges created by AI.
The venture firm's strategy will depend on identifying companies capable of developing new tools as enterprise adoption of AI continues to expand.
Akcie CrowdStrike klesají o 7 % na 198,99 USD a akcie Palo Alto Networks o 5 % na 355,54 USD v době širšího výprodeje softwaru a technologií. Truist přitom zvýšil cílovou cenu CrowdStrike na 245 USD z 187,50 USD.
Although the NASDAQ 100 is trading slightly in the green, CrowdStrike (NASDAQ:CRWD | CRWD Price Prediction) stock is down 7% to $198.99 midday Wednesday. The decline comes even after Truist raised its price target on the stock sharply ahead of next week’s earnings. Palo Alto Networks (NASDAQ:PANW) stock is also down 5% to $355.54 in the same session.
The selloff pulls in CrowdStrike and Palo Alto Networks on a day with no company-specific catalyst identified. Broad software and technology selling appears to be driving the move, and cybersecurity software is falling with the broader complex rather than acting as an obvious safe haven from AI-hardware rotation.
CrowdStrike stock is up 82% year to date through Tuesday’s close. Palo Alto Networks stock is up 103% over the same window. Both names have run hard into a crowded earnings week, and today’s drawdown is happening from elevated multiples that leave little room for disappointment.
The Truist note leans into that setup constructively for CrowdStrike, yet the stock is trading as if positioning matters more than fundamentals ahead of earnings. Traders may want to keep an eye on whether the pre-earnings drift extends into next week or resets before the release.
Truist Raises Targets but Prefers Smaller Names Truist analyst Junaid Siddiqui raised CrowdStrike’s price target to $245 from $187.50 while keeping a Buy rating. The firm called cybersecurity spending resilient overall and described the CrowdStrike setup as “constructive” heading into earnings.
Siddiqui also raised Rubrik’s price target to $135 from $90, and SailPoint’s price target to $23 from $18, both Buy-rated, as part of an off-cycle software earnings preview. Truist named Rubrik and SailPoint its preferred cybersecurity picks, calling both positioned for “beat-and-raise quarters.”
The firm’s core thesis is that enterprise cyber budgets are concentrating on identity security, cyber resilience, AI governance, data security, and platform consolidation rather than being spread evenly across the sector. Rubrik operates in data security and cyber resilience. SailPoint focuses on identity security, and both sit in categories Truist says are drawing a larger share of enterprise spend.
Peer Cybersecurity Names Diverge Checking in on the peer names, Rubrik (NYSE:RBRK) stock is down 0.7% to $99.85 in Wednesday trading. Rubrik stock is up 31% year to date, and the name is holding up materially better than the two large-caps as the group sells off.
Meanwhile, SailPoint (NASDAQ:SAIL) stock is up 0.5% to $19.30, bucking the sector slide entirely. SailPoint stock is down 5% year to date, which leaves valuation more forgiving than the mega-cap peers heading into its September report.
The two names Truist prefers are trading noticeably better than CrowdStrike and Palo Alto Networks today. The divergence lines up with the note’s argument that budget concentration favors identity and data-resilience specialists over broader platforms in the current cycle. The gap suggests capital is rotating within the sector while the theme itself holds.
The Cybersecurity ETF Reflects Sector Pressure For a broader context, we can note that the First Trust NASDAQ Cybersecurity ETF (NASDAQ:CIBR) is down 2% to $95.61. The fund is up 32% year to date, so the pullback stays modest against a very strong annual run.
The ETF is a broad cybersecurity vehicle that holds CrowdStrike, Palo Alto Networks, and Rubrik among its top positions. Palo Alto Networks and CrowdStrike together account for 16.7% of net assets, and that pairing amplifies today’s drawdown at the fund level.
Sector concentration is a real caution for investors using CIBR as a hedged expression of the cybersecurity theme. When the two largest holdings sell off in unison, the ETF loses much of its diversification benefit for the session, and single-name risk starts to dominate.
What to Watch Next CrowdStrike will report earnings on August 26 after the close. Wall Street expects EPS of $0.29 on revenue of $1.4 billion, and the Polymarket contract on a beat currently sits at an 88.6% implied probability.
Rubrik is scheduled to report the following day, with consensus estimates of $0.04 in earnings per share on revenue of $396 million. SailPoint reports next month, with consensus estimates of $0.08 in earnings per share on revenue of $310 million.
CrowdStrike’s threat research remains an industry reference point. The company’s 2025 Global Threat Report cited a 442% surge in voice phishing activity between the first and second halves of 2024, a figure the privately held security awareness firm KnowBe4 referenced this week when introducing a simulated vishing training product.
Investors can watch for signs that Truist’s preferred names hold their relative outperformance through the earnings window. Position sizes should stay modest given how correlated these stocks have become on down days, and today’s action shows how quickly gains can compress across the group.
Contact [email protected] for any questions or corrections.
CrowdStrike zveřejní výsledky za 2. fiskální čtvrtletí fiskálního roku 2027 26. srpna a investoři sledují, zda Falcon Flex udrží růst ARR. BofA čeká nARR 29,3 % meziročně na 286 mil. USD.
CrowdStrike Holdings Inc (NASDAQ:CRWD) is set to report second-quarter fiscal 2027 results on August 26 after market close, with investors watching closely following a 19% rally in the stock since the company's first-quarter print, according to a note from BofA Securities.
BofA said investors may need to see a beat of more than 3% to second-quarter and full-year net new annual recurring revenue (nnARR) consensus to satisfy elevated expectations, pointing to the stock's negative reaction last quarter despite a 2-3% topline beat.
The bank models nnARR up 29.3% year-over-year to $286 million, roughly in line with consensus, and projects full-year nnARR at $1.294 billion versus the Street's $1.289 billion estimate.
BofA maintained a Neutral rating on the stock, citing AI-driven tailwinds for broader cybersecurity demand balanced against a lofty valuation and heightened investor expectations.
The bank said it is focused on the quality of ARR growth and whether Falcon Flex continues to drive sustainable platform expansion.
Consumption trends, re-flex activity and commentary on large deals will be key to how the stock reacts, according to the note. BofA said it will also look for evidence that demand remains broad across endpoint, cloud, identity, next-gen SIEM, data security and managed detection and response.
BofA said CrowdStrike's longer-term trajectory hinges on its ability to convert AI-driven security demand into broader monetization across the Falcon platform. The bank pointed to early access to models and AI partnerships as supporting evidence, but said the key question is whether AI adoption drives incremental attach across Falcon's 33 cloud modules.
The note cited Project QuiltWorks, which is powered by frontier models from OpenAI and Anthropic, and Charlotte AI AgentWorks, launched with partners including AWS, Anthropic, NVIDIA and OpenAI, as tangible proof points.
CrowdStrike's AIDR product saw ARR grow 250% quarter-over-quarter in the first quarter, with a pipeline of $50 million, BofA said. The bank added it is looking for similar AI product data points ahead of CrowdStrike's annual Fal.Con conference, running August 31 to September 3.
CrowdStrike a Palo Alto Networks v pondělí vyskočily o více než 5 % na nová maxima po konferenci Black Hat, která zvýraznila rostoucí poptávku po bezpečnostních nástrojích s využitím AI. BTIG zároveň zvýšila cílovou cenu CrowdStrike na 237 USD za akcii a cílovou cenu Palo Alto Networks na 380 USD za akcii.
Cybersecurity stocks CrowdStrike and Palo Alto Networks jumped more than 5% to new highs on Monday on renewed demand for artificial intelligence security tools following the industry's annual Black Hat conference in Las Vegas.
"The single most consistent theme across our conversations — partners, vendors, and customers alike — was that AI agents have fundamentally changed the threat landscape," wrote analysts at BTIG in a note to clients.
While AI agents have become the predominant attack threat and the environment is "meaningfully worse," deployment and AI security tools are only in the early innings," they added.
Businesses are turning to cybersecurity companies for new agentic tools to fend off adversaries in a hyper-accelerated threat landscape fueled by new cyber models. Executives and potential customers gathered in Las Vegas last week in search of answers and ways to secure systems from rogue AI agents.
Read more CNBC tech newsHugging Face hack marks start of dangerous AI cyber era and many firms 'don't even know it'How a small Israeli startup was linked to rogue AI hacks at OpenAI, Anthropic and MetaWorld's biggest chipmaker TSMC's sales surge 45% amid buoyant AI demandMeta to open source its most powerful AI model as it takes swipe at OpenAI, AnthropicBTIG lifted its price target on Palo Alto to $380 a share, reflecting about 4% upside from Friday's close. Palo's identity platform stands to benefit from the proliferation of AI agents, while products such as XSIAM and Chronosphere create a "data moat" for other security verticals.
The firm lifted its price target on CrowdStrike to $237 per share, reflecting 11% upside from Friday's close, and boosted shares of Rubrik to a $109 per-share target.
"We think AI is creating a new modernization cycle in the endpoint security space, which directly benefits CRWD's core business," they wrote.
Other cybersecurity stocks rallied, with Tenable and Rubrik last up more than 7%. Netskope and Zscaler jumped about 5% each.
"AI has moved from being a cybersecurity feature to a key pillar of both the attack surface and the attacker/defender infrastructure," wrote analysts at Cantor.
CrowdStrike rozšiřuje tržby díky konsolidaci bezpečnostních nástrojů na platformě Falcon. Zákazníci přecházejí na více modulů včetně SIEM, identity, cloudu a AI bezpečnostních operací.
Key Takeaways CrowdStrike is replacing multiple security tools with the Falcon platform across enterprise customers.CRWD is expanding customer spending through Falcon Flex and broader adoption of Falcon modules.CrowdStrike added platform wins spanning SIEM, identity, cloud security and AI-powered security operations. CrowdStrike (CRWD - Free Report) is winning more customers that want to replace multiple cybersecurity products with a single platform. Instead of buying separate tools for endpoint security, SIEM, cloud security, identity protection and vulnerability management, customers are moving these functions to the Falcon platform. This bodes well for CrowdStrike’s prospects as it increases revenues from each customer while reducing the number of vendors customers need to manage.
The company shared several examples during the first quarter of fiscal 2027. A major fuel retailer selected CrowdStrike to replace its legacy SIEM platform, its endpoint detection and response solution and software from a network security vendor. The customer also chose the Falcon platform to build its AI-powered security operations center. This deal shows that CrowdStrike is replacing several security products with one platform instead of competing for a single product.
CrowdStrike is also expanding its business with existing customers. During the quarter, a U.S. government agency replaced its legacy antivirus, operating system endpoint detection and vulnerability management tools with the Falcon platform across more than 200,000 devices. In another deal, a large U.S. healthcare company purchased Falcon Next-Gen Identity and SGNL to control what AI agents can access across its systems. These deals show that customers continue to add more Falcon products after adopting the platform.
Platform consolidation is also supported by Falcon Flex subscription model, which allows customers to adopt additional CrowdStrike products under a single agreement. As organizations add identity, cloud security, SIEM and AI security to their existing Falcon deployments, CrowdStrike can increase customer spending without relying only on new customer additions. If this trend continues, platform consolidation could remain an important driver of the company's recurring revenue growth.
The Zacks Consensus Estimate for fiscal 2027 and 2028 revenues indicates a year-over-year increase of around 23.5% and 21.6%, respectively.
How Competitors Fare Against CRWDCompetitors like Palo Alto Networks (PANW - Free Report) and SentinelOne (S - Free Report) are also gaining ground through platform expansion and AI innovation.
In the third quarter of fiscal 2026, Palo Alto Networks saw robust growth in its Next-Gen Security ARR, which increased 60% year over year. The growth was driven by increased customer adoption of PANW’s advanced cybersecurity offerings, including its AI-driven XSIAM platform, SASE and software firewalls.
Though comparatively a small competitor, SentinelOne posted first-quarter fiscal 2027 year-over-year growth of 23% in its ARR. The growth was fueled by the rising adoption of SentinelOne’s AI-first Singularity platform and Purple AI.
CRWD’s Price Performance, Valuation and EstimatesShares of CrowdStrike have jumped 56.6% in the year-to-date period compared with the Zacks Security industry’s return of 54.8%.
CRWD YTD Price Return Performance
Image Source: Zacks Investment Research
From a valuation standpoint, CrowdStrike trades at a forward price-to-sales ratio of 28.19, significantly higher than the industry’s average of 17.38. The Zacks Value Score of F also suggests that CRWD stock is overvalued.
CRWD Forward 12-Month P/S Ratio
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for CrowdStrike’s fiscal 2027 and 2028 earnings indicates year-over-year growth of 32.3% and 27.2%, respectively. The estimates for fiscal 2027 have remained unchanged over the past 30 days, while the same for fiscal 2028 have been revised upward by a penny over the past 30 days.
Image Source: Zacks Investment Research
CrowdStrike currently carries a Zacks Rank #4 (Sell).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
CrowdStrike Holdings v posledním obchodním dni klesl o 1,73 % na 180,11 USD. Trh čeká na zveřejnění výsledků, kdy se počítá s EPS ve výši 0,29 USD a tržbami 1,44 miliardy USD.
In the latest close session, CrowdStrike Holdings (CRWD - Free Report) was down 1.73% at $180.11. This change lagged the S&P 500's daily gain of 0.02%. Elsewhere, the Dow gained 0.51%, while the tech-heavy Nasdaq lost 0.18%.
The cloud-based security company's stock has climbed by 4.57% in the past month, exceeding the Computer and Technology sector's loss of 4.21% and the S&P 500's gain of 0.77%.
Market participants will be closely following the financial results of CrowdStrike Holdings in its upcoming release. The company is expected to report EPS of $0.29, up 26.09% from the prior-year quarter. Alongside, our most recent consensus estimate is anticipating revenue of $1.44 billion, indicating a 23.19% upward movement from the same quarter last year.
For the annual period, the Zacks Consensus Estimates anticipate earnings of $1.23 per share and a revenue of $5.94 billion, signifying shifts of +32.26% and +23.49%, respectively, from the last year.
Additionally, investors should keep an eye on any recent revisions to analyst forecasts for CrowdStrike Holdings. These latest adjustments often mirror the shifting dynamics of short-term business patterns. Hence, positive alterations in estimates signify analyst optimism regarding the business and profitability.
Research indicates that these estimate revisions are directly correlated with near-term share price momentum. To capitalize on this, we've crafted the Zacks Rank, a unique model that incorporates these estimate changes and offers a practical rating system.
The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has moved 0.31% higher. CrowdStrike Holdings is currently sporting a Zacks Rank of #3 (Hold).
Looking at valuation, CrowdStrike Holdings is presently trading at a Forward P/E ratio of 148.65. This signifies a premium in comparison to the average Forward P/E of 48.32 for its industry.
Investors should also note that CRWD has a PEG ratio of 5.36 right now. The PEG ratio is similar to the widely-used P/E ratio, but this metric also takes the company's expected earnings growth rate into account. CRWD's industry had an average PEG ratio of 3.12 as of yesterday's close.
The Security industry is part of the Computer and Technology sector. Currently, this industry holds a Zacks Industry Rank of 47, positioning it in the top 20% of all 250+ industries.
The Zacks Industry Rank is ordered from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
To follow CRWD in the coming trading sessions, be sure to utilize Zacks.com.
CrowdStrike uzavřel strategickou spolupráci s Cerebras Systems, aby spojil rychlost AI inference s platformou Falcon AI pro podniky. Akcie CRWD po oznámení klesly.
CrowdStrike Holdings NASDAQ: CRWD has entered into a strategic partnership with Cerebras Systems NASDAQ: CBRS. CrowdStrike will pair Cerebras’s industry-leading artificial intelligence (AI) inference speed with its proprietary Falcon AI Detection and Response (AIDR) platform for enterprises building and deploying AI at scale.
CrowdStrike Today
$183.60 +0.18 (+0.10%)
As of 12:20 PM Eastern
This is a fair market value price provided by Massive. Learn more.
52-Week Range$85.68▼
$217.50Price Target$183.85
It’s already been a headline-making summer for CrowdStrike. In June, the company announced a four-for-one stock split. CRWD shares began trading at their split-adjusted price on July 2. The company has also announced an expansion of its strategic partnership with Schwarz Digits. The two companies are launching a multi-year roadmap to bring the Falcon platform to European enterprises on Schwarz Digits’ sovereign cloud.
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Both partnerships highlight the significance of the Frontier AI age and the key role cybersecurity will play in it. However, CRWD stock has dipped since the Cerebras announcement, suggesting the company has yet to convince investors that its growth justifies its valuation.
The Cerebras partnership highlights a significant concern for the C-suite, providing investors with another reason besides price to include CRWD in a growth portfolio.
AI Inference Speed Could Become CrowdStrike's Biggest EdgeThe AI revolution is driven by the speed of AI inference. Higher productivity and efficiency are the positive side effects of faster AI processing, but in cybersecurity, inference speed can also determine whether a threat is stopped before it spreads.
That's the gap this partnership is designed to close. Under the agreement, CrowdStrike will run its Falcon AIDR models on Cerebras's wafer-scale CS-3 chips instead of relying solely on traditional GPU-based inference.
In exchange, Cerebras is standardizing on the Falcon platform to secure its internal operations—a detail that matters for credibility and revenue, since it puts one of the industry's most demanding AI infrastructure builders in the position of vouching for CrowdStrike by using it internally.
How the CrowdStrike-Cerebras Partnership WorksHere's a simplified version of how that partnership could play out in practice. Imagine an AI-powered attacker compromises a single cloud workload and begins moving laterally across an enterprise's network, probing for credentials and sensitive data.
This is a process that, with AI tooling on the attacker's side, can now unfold in seconds rather than the hours or days it once took. Falcon AIDR is built to detect that kind of behavioral anomaly by running large models against real-time telemetry.
The bottleneck has always been AI inference speed: a security model that takes several seconds to score a threat is already behind the attack. By shifting that inference workload onto Cerebras's infrastructure, CrowdStrike is betting it can compress the time between "anomaly detected" and "response executed" enough to intervene before lateral movement turns into data exfiltration—catching the intrusion at step two instead of step five.
Neither company has published specific benchmark figures for the latency improvement this integration delivers, so the compression is directional rather than quantified for now. But the strategic logic is consistent with where CrowdStrike has been positioning AIDR all along: as the security layer built specifically for a world where both attacks and defenses are increasingly AI-driven.
Investors Want Proof Beyond the AI StoryInvestors will have to wait until Sept. 1 for CrowdStrike to report its second-quarter earnings for the fiscal year 2027. When it does, Cerebras won’t be significant to its numbers. However, CrowdStrike was delivering strong growth before this announcement, and management hasn’t been conservative with its forecasts.
That includes subscription growth margin growth of 82% to 85% and free cash flow margin growth of 34% to 38%. To be clear, CrowdStrike has been generating strong growth in both categories. But much like Palantir Technologies NASDAQ: PLTR, investors believe that a forward price-to-earnings (P/E) ratio of over 760x already prices in years of growth.
Cerebras Systems Today
CBRS
Cerebras Systems
$203.81 -16.19 (-7.36%)
As of 12:20 PM Eastern
This is a fair market value price provided by Massive. Learn more.
52-Week Range$160.81▼
$386.34Price Target$299.30
That's likely why the stock dipped rather than rallied on the Cerebras news, even as Cerebras shares themselves jumped double digits. Partnership announcements like this one add to CrowdStrike's competitive moat and its story, but they don't move the needle on the metrics that matter most to a stock already priced for perfection.
Investors have heard the AI-native security pitch before; what they're watching for now is whether it shows up in net new annual recurring revenue (ARR) and in the margin guidance itself, not just in press releases.
But investors are rotating into enterprise cybersecurity stocks. The threat from AI isn’t constrained by capital expenditure budgets or supply chain bottlenecks. More importantly, the threat is adapting in real time. CrowdStrike was already a leader in that space, and the Cerebras partnership is another step to cementing its leadership position.
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Jim Cramer označil kybernetické útoky využívající AI za „zlomový moment“ pro CrowdStrike a řekl, že mohou zvýšit poptávku po špičkových bezpečnostních řešeních. CrowdStrike už dříve varoval před útoky stroj na stroj.
On CNBC’s Mad Dash segment on Wednesday, July 22, Jim Cramer credited CrowdStrike (NASDAQ:CRWD | CRWD Price Prediction) and CEO George Kurtz with calling machine-on-machine attacks before the broader market caught on. “CrowdStrike has long predicted, George Kurtz, that one day the machines would take over, the robots would attack the robots,” Cramer said.
Video Muted
Following recent security incidents involving AI companies, Cramer called machine-on-machine attacks a “watershed moment” that could increase demand for the world’s best cybersecurity solutions: “This is what’s happened in OpenAI, Hugging Face. This is a watershed moment. The machines can take over. It’s very difficult to stop.” He added, “You need certain detection and response. I know that CrowdStrike predicted this in the last quarter.“
CrowdStrike Says Cybersecurity and Frontier AI Have Collided Cramer’s framing aligns with what Kurtz told investors on the Q1 FY27 call. “In Q1, the worlds of cybersecurity and frontier AI collided: this was the Mythos moment. CrowdStrike is AI security infrastructure, critical to successful AI adoption,” Kurtz said, pointing to record net new annual recurring revenue, the QuiltWorks coalition, and AI Detection and Response (AIDR) as evidence of an inflection.
CrowdStrike posted Q1 FY27 revenue of $1.385 billion, up 25.6% year-over-year, and non-GAAP EPS of $1.10 versus the $1.0675 consensus. Net new ARR came in at $255.80 million, up 32% year-over-year, pushing total ARR to $5.51 billion. Free cash flow reached $468.5 million, up 66.76%, with a 34% free cash flow margin.
CrowdStrike Built an AI Defense Stack With OpenAI, Nvidia, and AWS Last quarter, CrowdStrike introduced and expanded products aimed at agentic and machine-generated threats. Falcon AIDR reached general availability, and CrowdStrike rolled out Agentic MDR, the Charlotte AI AgentWorks Ecosystem (built with AWS, NVIDIA, and OpenAI), and Falcon Data Security across endpoints, browsers, SaaS, cloud, and AI workflows. Project QuiltWorks pairs CrowdStrike with OpenAI and Anthropic to remediate frontier AI risk via the Falcon platform.
CrowdStrike’s customers are consolidating on their security tools. 51% of customers run 6 or more modules, 35% run 7 or more, and 25% run 8 or more. That density allows Kurtz to position CrowdStrike as an operating system for security rather than a single-point tool competing with AI-native newcomers.
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CRWD stock currently trades at $187.34 and is up 63.11% year to date and 58.77% over the past year, but has slipped 9.29% in the last week as investors digest the stock’s valuation after the four-for-one stock split with split-adjusted trading that began on July 2. The stock trades at roughly 164 times forward earnings, with an average analyst target of $189.18 across 41 buy or strong-buy ratings out of 53 covering analysts.
Palo Alto Networks Fits the Same Thesis Palo Alto Networks (NASDAQ:PANW) CEO Nikesh Arora said last quarter that “the latest advancements at the AI frontier have increased the level of urgency around cybersecurity, and redefined the shape of the industry for the coming years.” Palo Alto’s Next-Generation Security ARR reached $8.10 billion in Q3 FY2026, up 60% year-over-year, on $3.00 billion in revenue, up 31.1%.
Analysts are raising their price targets. Argus Research lifted its PANW target from $320 to $425 on July 21, and Capital One tagged the stock Overweight with a $421 price target. Morgan Stanley placed both CrowdStrike and Palo Alto in its Moat & Journey framework of Overweight software picks alongside Microsoft (NASDAQ:MSFT), Cloudflare (NYSE:NET), and ServiceNow (NYSE:NOW)
What to Watch Next Cramer’s point echoes what Citi’s CIO Kate Moore recently argued: cybersecurity budgets remain underfunded relative to the surface area AI is creating. The Gartner Tokyo Security Summit on July 22 drew more than 840 CISOs, with agentic AI and machine identity dominating the agenda.
Investors should watch whether that demand translates into stronger annual recurring revenue, greater adoption of security modules, and higher customer spending in upcoming earnings reports.
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CrowdStrike kupuje IP XM Cyber, včetně více než 45 patentů a zdrojového kódu pro analýzu útočných cest a řízení expozice. Cílem je posílit Falcon Exposure Management a rozšířit adopci Falcon Flex.
Key Takeaways CRWD is acquiring XM Cyber's IP, including patents & code for attack path analysis and exposure management. CRWD aims to enhance Falcon Exposure Management to identify attack paths and prioritize security risks.CRWD expects the deal to expand Falcon Flex adoption and support long-term revenue growth. CrowdStrike (CRWD - Free Report) is strengthening its Falcon platform by acquiring the intellectual property of XM Cyber. The deal includes more than 45 patents and proprietary source code related to attack path analysis and exposure management. XM Cyber customers will have the option to move to the Falcon platform through Falcon Flex over time. The deal is a part of CrowdStrike's expanded partnership with Schwarz Digits to offer the Falcon platform on STACKIT's sovereign cloud across Europe.
The acquisition enhances CrowdStrike's Falcon Exposure Management offering.Falcon Exposure Management continuously monitors an organization's attack surface and prioritizes vulnerabilities based on how likely they are to be exploited. Adding XM Cyber's attack path analysis technology should help improve the Falcon platform's ability to identify attack paths and prioritize security risks, and help organizations understand how attackers can move through their networks by combining multiple vulnerabilities.
The acquisition also supports CrowdStrike's platform strategy. As AI helps attackers discover and exploit vulnerabilities faster, companies are looking for security platforms, such as CrowdStrike's Falcon platform, that bring multiple capabilities together. During the first quarter of fiscal 2027, the adoption of Falcon Exposure Management nearly doubled year over year. Here, Falcon Flex's ability to help customers adopt additional modules through a single subscription model should create opportunities for further platform expansion.
The acquisition adds new technology to CrowdStrike's exposure management offering and creates an opportunity to bring XM Cyber customers onto Falcon Flex. Through this acquisition, CrowdStrike is improving its ability to help enterprises manage AI-driven cyber risks while supporting its long-term platform growth strategy. The Zacks Consensus Estimate for fiscal 2027 and 2028 revenues indicates a year-over-year increase of around 23.5% and 21.6%, respectively.
How Competitors Fare Against CRWDCompetitors like Palo Alto Networks (PANW - Free Report) and Zscaler (ZS - Free Report) are also gaining ground through platform expansion and AI innovation through acquisitions.
In May 2026, PANW completed its acquisition of Portkey, a company specializing in AI Gateways, to strengthen its AI security offering. PANW aims to use Portkey as the AI Gateway within its Prisma AIRS platform to act as a central system to monitor, control and secure all AI-related activity across an organization.
In May 2026, Zscaler announced its intent to acquire Symmetry Systems, which provides an access graph that maps how identities, applications and data sources connect across the enterprise. Through this acquisition, Symmetry Systems’ technology will be integrated with Zscaler’s Zero Trust Exchange platform to strengthen agentic security use cases, providing organizations with control over how AI agents interact with applications and data.
CRWD’s Price Performance, Valuation and EstimatesShares of CrowdStrike have jumped 73.3% in the year-to-date period compared with the Zacks Security industry’s return of 73.5%.
CRWD YTD Price Return Performance
Image Source: Zacks Investment Research
From a valuation standpoint, CrowdStrike trades at a forward price-to-sales ratio of 31.64, significantly higher than the industry’s average of 19.35. The Zacks Value Score of F also suggests that CRWD stock is overvalued.
CRWD Forward 12-Month P/S Ratio
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for CrowdStrike’s fiscal 2027 and 2028 earnings indicates year-over-year growth of 32.3% and 27%, respectively. The estimates for fiscal 2027 have been revised upward by 2 cents over the past 60 days, while the same for fiscal 2028 have been revised up by a penny over the past 30 days.
Image Source: Zacks Investment Research
CrowdStrike currently carries a Zacks Rank #4 (Sell).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
CrowdStrike dokončila 4:1 rozdělení akcií 2. července, čímž snížila cenu zhruba na 190 USD. Firma zároveň oznámila rekordní nový roční opakující se výnos a rekordní volný peněžní tok.
CrowdStrike Holdings (CRWD 5.85%) has been a winner for investors in recent years -- over the past three, it's soared more than 400%. This is as the cybersecurity giant has increased revenue and benefited from renewed interest in keeping systems, networks, and data safe. In a world where artificial intelligence (AI) is more regularly used, threats are multiplying, and customers are turning to CrowdStrike for protection.
The company also demonstrated its strength and the fidelity of its customers by facing an enormous challenge two years ago -- the world's biggest information technology outage -- and going on to grow. CrowdStrike recently announced record new annual recurring revenue and record free cash flow.
So it's no surprise that CrowdStrike stock continued its gains into this year and now is up 69% for 2026. With a stock price trading at more than $700 just a few months ago, the company announced a stock split -- a move to bring down the per-share price -- and completed the operation at the start of this month.
At the new, lower price, is CrowdStrike a buy? Let's find out.
Image source: Getty Images.
What's a stock split? First, a quick note about stock splits. While they do bring the per-share price down, they don't alter the total value of the company or anything fundamental. The purpose is to make a particular stock more accessible to a wider range of investors -- those who may not have several hundred dollars or a thousand dollars to invest. Fractional shares exist, but they aren't available at every brokerage, so they may not be an option for some investors.
A stock split involves offering more shares of a particular stock to current shareholders. This brings down the value of each share, but the value of the shareholder's entire holding remains the same. The change in the price depends on the ratio of the split.
CrowdStrike completed a 4-for-1 split on July 2, bringing the stock down to about $190.
Since stock splits don't change fundamentals, they don't actually make a stock cheaper in terms of valuation -- so if you consider a stock pricey right before such a move, it will continue to be pricey after the operation.
Today's Change
(
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-11.60
Current Price
$
186.80
Stock splits and performance All of this means that, though stock splits may make it easier to get in on a certain stock, they aren't a reason to buy -- and therefore, they don't have any real impact on stock performance. That said, when management decides on a split, it suggests confidence about the future, with the idea that the stock may go on to gain again from its new lower price. So we might see this as positive as long as the rest of the picture is bright.
CrowdStrike's one big weakness is that the stock is expensive, trading at 161x forward earnings estimates. But in certain cases, when considering high-growth tech stocks, it may be worth looking beyond valuation: These metrics don't measure growth a few years down the road, and this could change the whole picture.
A key transition point for CrowdStrike CrowdStrike is a particularly good example of this because the company may be in the early stages of its growth. Today, the cybersecurity market has reached a period of transition, as I mentioned briefly above. The proliferation of AI is fantastic in many ways, but one negative aspect is that it's leading to additional cybersecurity threats.
A low single-digit percent of organizations have a significant cybersecurity strategy right now, according to CrowdStrike. This opens up an enormous growth opportunity for the cybersecurity giant.
Meanwhile, CrowdStrike also benefits from AI as it incorporates the technology in its Falcon cybersecurity system, so that it can better anticipate threats and offer a solution that's perfectly adapted to each customer's needs. Falcon offers many modules, each specializing in a certain area, and module adoption rates have been strong. For example, the adoption rate for six or more modules climbed to 51% in the latest quarter.
So, is CrowdStrike a buy now? If you're a value investor, the pricey nature of this stock means it's not the right choice for you. But if you're a growth investor who doesn't mind looking a few years down the road to revenue growth potential, CrowdStrike is a great stock to buy and hold.
CrowdStrike Holdings uzavřel na 191,24 USD, což představuje denní pokles o 1,74 % a horší výkon než S&P 500. Trh čeká na hospodářské výsledky, kde se očekává EPS 0,29 USD a tržby 1,44 miliardy USD.
CrowdStrike Holdings (CRWD - Free Report) closed at $191.24 in the latest trading session, marking a -1.74% move from the prior day. The stock fell short of the S&P 500, which registered a loss of 0.28% for the day. Elsewhere, the Dow lost 1.09%, while the tech-heavy Nasdaq added 0.2%.
The stock of cloud-based security company has risen by 20.71% in the past month, leading the Computer and Technology sector's loss of 1.22% and the S&P 500's gain of 1.64%.
Analysts and investors alike will be keeping a close eye on the performance of CrowdStrike Holdings in its upcoming earnings disclosure. The company is expected to report EPS of $0.29, up 26.09% from the prior-year quarter. Meanwhile, the latest consensus estimate predicts the revenue to be $1.44 billion, indicating a 23.19% increase compared to the same quarter of the previous year.
Regarding the entire year, the Zacks Consensus Estimates forecast earnings of $1.23 per share and revenue of $5.94 billion, indicating changes of +32.26% and +23.49%, respectively, compared to the previous year.
Investors should also pay attention to any latest changes in analyst estimates for CrowdStrike Holdings. These revisions typically reflect the latest short-term business trends, which can change frequently. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.
Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. To exploit this, we've formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system.
The Zacks Rank system, which varies between #1 (Strong Buy) and #5 (Strong Sell), carries an impressive track record of exceeding expectations, confirmed by external audits, with stocks at #1 delivering an average annual return of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed a 1.34% increase. At present, CrowdStrike Holdings boasts a Zacks Rank of #4 (Sell).
In the context of valuation, CrowdStrike Holdings is at present trading with a Forward P/E ratio of 157.78. Its industry sports an average Forward P/E of 50.32, so one might conclude that CrowdStrike Holdings is trading at a premium comparatively.
Investors should also note that CRWD has a PEG ratio of 5.69 right now. The PEG ratio is akin to the commonly utilized P/E ratio, but this measure also incorporates the company's anticipated earnings growth rate. Security stocks are, on average, holding a PEG ratio of 3.31 based on yesterday's closing prices.
The Security industry is part of the Computer and Technology sector. This group has a Zacks Industry Rank of 169, putting it in the bottom 32% of all 250+ industries.
The Zacks Industry Rank gauges the strength of our individual industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Don't forget to use Zacks.com to keep track of all these stock-moving metrics, and others, in the upcoming trading sessions.
On July 2, cybersecurity leader CrowdStrike (CRWD +0.52%) underwent a 4-for-1 stock split, reducing its share price to $193. The day before, the stock closed around $773 per share, and each stockholder of record received four shares for each share they held.
The price rose after the split took effect, up about 2% to $196 during the trading day. That's not unusual -- splits generally result in the stock price popping, both before and shortly after the split.
Since the split was announced on June 3, CrowdStrike's stock is up about 8%. This is because investors wanted to buy in to get the split, and they anticipate it getting a lift from its new, more accessible stock price.
Image source: Getty Images.
But does it really change anything for the stock beyond this short-term spike?
CrowdStrike stock is not cheap The stock has had a good year, up about 66% year to date on a split-adjusted basis.
It has been fueled by excellent performance. In the latest quarter, revenue rose 26% to $1.39 billion, and CrowdStrike posted net income of $28 million, up from a $104 million loss the same quarter a year ago. Its net new annual recurring revenue (ARR) jumped 32%, and it posted record free cash flow.
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Management raised its revenue and earnings guidance for fiscal 2027 and lifted its outlook for net new ARR by 520 basis points.
The company has great momentum, and the stock split should make it more accessible to more investors who can now more easily buy full shares.
But the concern is its valuation. CrowdStrike has a sky-high price-to-earnings ratio (P/E) of 401 but a more reasonable forward P/E of 39. I do think the stock is a buy, but it might be wise to wait for the split spike to subside and buy at a lower price.
Dave Kovaleski has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends CrowdStrike. The Motley Fool has a disclosure policy.
Akcie CrowdStrike za zhruba měsíc od poslední výsledkové zprávy vzrostly asi o 7,9 %. Firma zároveň zvýšila výhled na fiskální rok 2027, včetně tržeb ve výši 5,91–5,95 miliardy USD.
It has been about a month since the last earnings report for CrowdStrike Holdings (CRWD - Free Report) . Shares have added about 7.9% in that time frame, outperforming the S&P 500.
But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is CrowdStrike due for a pullback? Well, first let's take a quick look at the latest earnings report in order to get a better handle on the recent catalysts for CrowdStrike before we dive into how investors and analysts have reacted as of late.
CrowdStrike Q1 Earnings Surpass Estimates on ARR Strength, AI DemandCrowdStrike reported non-GAAP earnings per share of $1.10 for the first quarter of fiscal 2027, which surpassed the Zacks Consensus Estimate by 2.8%. The bottom line increased 50.7% on a year-over-year basis.
The company’s first-quarter revenues of $1,385.63 million surpassed the consensus estimate by 1.7%. The top line increased 25.6% year over year.
CRWD’s Top-Line DetailsSubscription revenues jumped 25.7% year over year to $1,320.85 million. Professional services revenues increased 23% year over year to $64.78 million.
As of April 30, 2026, annual recurring revenues (ARR) were $5.51 billion, up 24% year over year. The company added $255.8 million to its net new ARR in the reported quarter.
As of April 30, 2026, CrowdStrike’s subscription customers, who adopted six or more cloud modules, represented 51% of total subscription customers. Customers that adopted seven or more cloud modules accounted for 35% of the total, while those with eight or more cloud modules represented 25%.
CrowdStrike’s Operating DetailsCrowdStrike’s gross profit increased 27.1% to $1,089.8 million in the fiscal first quarter from $857.1 million in the year-ago quarter. The non-GAAP gross margin increased 100 basis points to 78.7%.
The non-GAAP subscription gross profit rose 27.1% year over year to $1.07 billion, while the gross margin expanded 100 basis points (bps) year over year to 81%. The non-GAAP professional gross profit increased 29.5% to $21.2 million, while the gross margin expanded 160 bps to 32.7% on a year-over-year basis.
Non-GAAP sales and marketing expenses jumped 12.1% year over year to $413.1 million. Non-GAAP research and development expenses climbed 25.3% year over year to $273.4 million. Non-GAAP general and administrative expenses increased 12% year over year to $77.7 million.
Non-GAAP income from operations was $325.7 million, up from $201.1 million in the year-ago quarter. The non-GAAP operating margin expanded 530 basis points year over year to 24%.
CrowdStrike’s Balance Sheet & Cash FlowAs of April 30, 2026, cash and cash equivalents were $4.55 billion.
In the fiscal first quarter, CrowdStrike generated operating and free cash flows of $590.9 million and $468.5 million, respectively.
CrowdStrike Offers Q2 and FY2027 GuidanceThe company updates its fiscal second-quarter 2027 guidance, including total revenues of $1.43-$1.44 billion and ARR of $5.792-$5.794 billion.
Non-GAAP earnings are expected in the range of $1.16 to $1.17 per share.
The company also raised its fiscal 2027 net new ARR growth guidance by 520 basis points at the midpoint and updated its full-year guidance to include total revenues of $5.91-$5.95 billion and ARR of $6.53-$6.55 billion.
For fiscal 2027, Non-GAAP earnings are expected in the range of $4.88 to $4.96 per share.
How Have Estimates Been Moving Since Then?It turns out, estimates revision have trended upward during the past month.
The consensus estimate has shifted -11.8% due to these changes.
VGM ScoresAt this time, CrowdStrike has a great Growth Score of A, though it is lagging a lot on the Momentum Score front with an F. Following the exact same course, the stock has a score of F on the value side, putting it in the lowest quintile for value investors.
Overall, the stock has an aggregate VGM Score of D. If you aren't focused on one strategy, this score is the one you should be interested in.
OutlookEstimates have been broadly trending upward for the stock, and the magnitude of these revisions indicates a downward shift. Notably, CrowdStrike has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.
Performance of an Industry PlayerCrowdStrike belongs to the Zacks Security industry. Another stock from the same industry, Palo Alto Networks (PANW - Free Report) , has gained 24.6% over the past month. More than a month has passed since the company reported results for the quarter ended April 2026.
Palo Alto reported revenues of $3 billion in the last reported quarter, representing a year-over-year change of +31.1%. EPS of $0.85 for the same period compares with $0.80 a year ago.
Palo Alto is expected to post earnings of $0.97 per share for the current quarter, representing a year-over-year change of +2.1%. Over the last 30 days, the Zacks Consensus Estimate has changed -6.5%.
Palo Alto has a Zacks Rank #3 (Hold) based on the overall direction and magnitude of estimate revisions. Additionally, the stock has a VGM Score of F.
At Wednesday's close, one share of CrowdStrike (CRWD +0.52%) cost $772.74. On Thursday morning, it cost about $193. Nothing about the company changed overnight -- shareholders simply woke up with four times as many shares, each worth a quarter as much. The cybersecurity specialist's first-ever stock split, a 4-for-1 move announced alongside its earnings report in June, took effect with Thursday's trading.
A dramatically lower share price has a way of making a stock feel more affordable. And that feeling invites the classic post-split question: Is CrowdStrike a buy at today's price?
The honest answer starts with an unsatisfying truth: The split itself tells us nothing.
Image source: Getty Images.
What a split does -- and doesn't do CrowdStrike executed the split as a stock dividend, giving investors of record on June 25 three additional shares for every one they owned, distributed after the market closed on July 1. Companies typically do this after a big run-up, partly to make shares feel accessible to smaller investors and employees.
But a split adds no value. The business is worth what it was worth on Wednesday. And with most brokerages now offering fractional shares, the practical benefit of a lower share price is smaller than it once was. At most, a first-ever split reads as a statement of confidence from management -- a signal the company expects its best days to continue. That's nice, but it isn't an investment case.
The investment case has to come from the business and the valuation. So let's look at both.
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What $193 actually buys The good news for would-be buyers is that CrowdStrike's business is genuinely accelerating. Revenue in the company's fiscal first quarter of 2027 (the period ended April 30, 2026) rose 26% year over year to $1.39 billion. That was an acceleration from 23% growth in the prior quarter and 22% growth for all of fiscal 2026.
The demand signals underneath look even better. CrowdStrike added $255.8 million of net new annual recurring revenue during the quarter -- a first-quarter record, and up 32% year over year -- bringing total annual recurring revenue to $5.51 billion, up 24%. When net new recurring revenue grows faster than the existing base, it points to demand that is strengthening, not maturing. Management credits the artificial intelligence (AI) boom, as companies deploying AI need to secure the new systems and data that come with it.
"CrowdStrike is AI security infrastructure, critical to successful AI adoption," said founder and CEO George Kurtz in the company's fiscal first-quarter earnings release.
Profitability is finally showing up, too. CrowdStrike swung to generally accepted accounting principles (GAAP) net income of $27.8 million in the quarter, compared to a $104.3 million loss a year earlier. Free cash flow hit a record $468 million -- an impressive 34% of revenue. And management raised its full-year outlook, now guiding for about $5.9 billion in revenue, implying roughly 23% growth.
So the business earns high marks. The problem is that the market has known all of this for a while, and it has bid the stock accordingly.
At about $193 per share as of this writing, CrowdStrike trades at more than 150 times the midpoint of management's non-GAAP (adjusted) earnings guidance for fiscal 2027, and at about 33 times this year's expected revenue. On a GAAP basis, the company has only just crossed into profitability -- that $27.8 million of net income came on $1.39 billion of revenue. A multiple like that assumes the current acceleration persists for years while profits scale dramatically the whole way.
So, does a $193 price tag make CrowdStrike a buy? Not on its own. The split changed the share price, not the price of the business -- and the business, as wonderful as it is, still costs as much as it did on Wednesday. And I wouldn't sell a company executing this well. But I also wouldn't start a position just because the sticker looks smaller, either. Personally, I'd wait for the valuation to come down before buying -- whether through a lower stock price or through a few more years of the earnings growth CrowdStrike keeps delivering.
Společnost CrowdStrike získala ocenění Frost & Sullivan 2026 Global Enabling Technology Leader v oblasti Zero Trust Browser Security. Firma říká, že Falcon Secure Access chrání jakýkoli prohlížeč přímo za běhu a bez zpoždění sítě.
Enforcing continuous in-session protection across any browser on managed and unmanaged devices establishes Falcon Secure Access as the new standard for browser security
AUSTIN, Texas--(BUSINESS WIRE)--CrowdStrike (NASDAQ: CRWD) today announced it has been named Frost & Sullivan’s 2026 Global Enabling Technology Leader in Zero Trust Browser Security.
The browser has become the operating environment for modern work, where employees access email, SaaS applications, collaboration tools, customer data, and AI services. All this activity makes the browser a high-value target for attackers – sitting between users, identities, applications, and sensitive enterprise data. Existing security models either force users into ‘walled garden’ enterprise browsers or rely on high-latency network routing.
Powered by technology from CrowdStrike's acquisition of Seraphic, Falcon Secure Access defines a new model for secure access, enforcing protection directly within any browser runtime. This allows users to work in their browser of choice while eliminating the latency of network routing – turning any browser into a secure enterprise browser without forcing change or slowing productivity.
“This disruptive model redefines browser security, and positions CrowdStrike as a catalyst for change in the global Zero Trust Browser Security market,” the report stated.
"Forcing users into a dedicated browser or routing traffic through a proxy is not a security strategy; it's a tax on productivity," said Elia Zaitsev, chief technology officer, CrowdStrike. "By enforcing protection directly within any browser runtime, Falcon Secure Access delivers the flexibility the workforce demands and the security the business requires. This is browser security built for the modern enterprise."
Combined with technology from CrowdStrike's acquisition of SGNL, Falcon Secure Access advances CrowdStrike's Next-Gen Identity Security strategy, creating a seamless security fabric that protects every interaction from the endpoint, through the browser session, and into the cloud.
Key report findings include:
Making Any Browser a Secure Enterprise Browser
“CrowdStrike delivers unparalleled visibility and control across all browser types, including Chrome, Edge, Safari, Firefox, and emerging AI browsers.”
A New Model for Security and Productivity
“The cybersecurity industry has long grappled with the challenge of securing browser-based activity without degrading performance or user experience. Falcon Secure Access addresses this challenge through a groundbreaking innovation: a JavaScript runtime security module injected at the engine level, rather than relying on traditional browser extensions.”
Securing Enterprise AI
CrowdStrike secures how GenAI applications and agents are accessed through the browser, preventing shadow AI from scraping or exfiltrating sensitive data. Frost noted how the “ability to secure AI browsers and Electron apps (e.g., VS Code GPT integration) at the engine level addresses blind spots in traditional SASE/CASB models.”
Security Wherever the Workforce Works
CrowdStrike provides protection for contractors and third parties, and everywhere employees work: “Falcon Secure Access secures both managed and unmanaged devices, and supports mobile and desktop environments.”
Unified Architecture
CrowdStrike closes the gaps fragmented security stacks create: “Falcon Secure Access and the Falcon platform deliver on the company’s vision of stopping breaches by integrating with its Zero Trust Score, malware scanning, SaaS Security (SSPM), identity security, and SIEM telemetry.”
To learn more about CrowdStrike’s recognition as Frost & Sullivan’s 2026 Global Enabling Technology Leader in Zero Trust Browser Security, visit here.
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: https://www.crowdstrike.com/
Follow us: Blog | X | LinkedIn | Instagram
Start a free trial today: https://www.crowdstrike.com/trial
Akcie Palo Alto Networks a CrowdStrike zaznamenaly mezi dubnem a červnem nejlepší čtvrtletí za poslední dobu, když vzrostly o 113 % a 95 %. Růst táhla vyšší poptávka po kybernetické ochraně kvůli novým hrozbám spojeným s AI.
It's been a good quarter for technology stocks, and cybersecurity leaders Palo Alto Networks and CrowdStrike have both joined the historic rally.
CrowdStrike and Palo Alto rallied 95% and 113%, respectively, between April and June for their best quarter on record, as new artificial intelligence tools have spiked demand for more sophisticated cyber defense. Those tailwinds allowed the sector to shake off early concerns that it would falter with the death of software as a service and emerge as a key stack in the age of AI.
Driving that demand is the onslaught of Mythos-class models capable of being used by hackers to uncover software vulnerabilities and launch full-scale attacks. That's left companies scrambling to beef up their cybersecurity defenses.
"What the Mythos moment proved is that the world, starting from the frontier AI labs themselves, realized that AI needs a cybersecurity ecosystem," CrowdStrike CEO George Kurtz told analysts earlier this month on an earnings call. "This was a Mythos inflection point."
Over the last few months, CrowdStrike and Palo Alto have positioned themselves at the forefront of the AI cyber race through Mythos, the model deemed too powerful to release to the public.
CrowdStrike and Palo Alto networks over the last three months
Both companies gained early access to the model as Project Glasswing partners and are early adopters of OpenAI's Daybreak. The firms have also participated in high-profile meetings between major tech giants and the White House on securing AI in this new normal.
Underpinning their success is a bet on agentic security and identity access management that started long before the threats of Mythos.
Earlier this year, Palo Alto closed its mega $25 billion acquisition of Israeli identity security company CyberArk, while CrowdStrike bet on startup SGNL.
Now, to protect their platforms from extremely capable and abundant AI agents able to conduct cyber-attacks in a matter of seconds, companies are turning to the cyber leaders for protection.
"They're the best positioned to continue to gain market share from a product perspective," said TD Cowen analyst Shaul Eyal. "They have all the necessary ingredients."
Read more CNBC tech newsThe memory shortage shaking Apple and Microsoft is 'existential crisis' for smaller playersThe AI boom is colliding with a new threat: Severe weatherChina's Zhipu is closing in on top U.S. AI models with Anthropic and OpenAI held backHow GE Vernova builds the massive gas turbines powering the AI data center boomThat demand is already starting to show.
Palo Alto CEO Nikesh Arora told analysts last month that over 1,200 customers reached out to discuss cybersecurity since Mythos, and that the company held 800 meetings within a six-week period.
CrowdStrike's Kurtz said this month that its Falcon Shield identity protection platform ended its fiscal first quarter with four-times annual recurring revenue growth.
"For now, there's lots of know-how that [businesses] don't have, and they would rather partner with the leaders in the market that have built business models for decades," Eyal said.
Both CrowdStrike and Palo Alto's rise to prominence has also intensified investor scrutiny, raising the bar on earnings expectations.
Earlier this month, both stocks dropped after posting strong results and upbeat AI commentary, because good wasn't good enough for investors demanding perfection.
"We worry this disappointment could continue in future quarters if investors are hoping for even more momentum to show up in growth post Mythos / Glasswing and as a result of regulatory/government pressure," wrote analysts at Bernstein.
CrowdStrike hlásí prudký růst v oblasti identity security: ARR Falcon Shield v 1. čtvrtletí fiskálního roku 2027 meziročně vzrostl téměř čtyřnásobně. Firma zároveň získala sedmimístnou zdravotnickou zakázku na ochranu přístupu AI agentů.
Key Takeaways CrowdStrike saw Falcon Shield ARR grow nearly fourfold year over year in Q1 fiscal 2027.CRWD's Privileged Access products and SGNL are seeing strong early demand for AI identities.A seven-figure healthcare deal added Falcon Next-Gen Identity and SGNL to secure AI agent access. CrowdStrike (CRWD - Free Report) is expanding its identity security business as more companies deploy AI across their operations. As AI agents gain access to enterprise applications and data, companies need tools to control what these agents can access and what actions they can perform. This is creating the demand for identity security solutions.
CrowdStrike is addressing this opportunity through Falcon Shield, Falcon Next-Gen Identity and SGNL, which it acquired in the first quarter of fiscal 2027. Falcon Shield’s ending annual recurring revenues (ARR) grew nearly four times year over year during the first quarter. Management also stated that its SGNL and Privileged Access products are seeing strong early demand as customers look to secure AI agents and other non-human identities.
The company is already winning new business. During the first quarter, a large U.S. healthcare company expanded its deployment by purchasing Falcon Next-Gen Identity and SGNL in a seven-figure deal. The customer wanted to control what AI agents could access across the organization. SGNL's ability to allow companies to set access policies and manage permissions for both employees and AI agents in real time should further boost the demand for CRWD's identity security business.
Identity security is becoming an important part of CrowdStrike's platform strategy. As customers add identity, cloud security, SIEM and endpoint security to the Falcon platform, CrowdStrike can increase spending from existing customers. Further, with more companies deploying AI across their businesses, the need to secure AI identities should continue to increase. The above-mentioned shows how identity security is becoming a key growth opportunity for CrowdStrike.
The Zacks Consensus Estimate for fiscal 2027 and 2028 revenues indicates a year-over-year increase of around 23.5% and 21.6%, respectively.
How Competitors Fare Against CRWDCompetitors like Palo Alto Networks (PANW - Free Report) and SentinelOne (S - Free Report) are also gaining ground through platform expansion and AI innovation.
In the third quarter of fiscal 2026, Palo Alto Networks saw robust growth in its Next-Gen Security ARR, which increased 60% year over year. The growth was driven by increased customer adoption of PANW’s advanced cybersecurity offerings, including its AI-driven XSIAM platform, SASE and software firewalls.
Though comparatively a small competitor, SentinelOne posted first-quarter fiscal 2027 year-over-year growth of 23% in its ARR. The growth was fueled by the rising adoption of SentinelOne’s AI-first Singularity platform and Purple AI.
CRWD’s Price Performance, Valuation and EstimatesShares of CrowdStrike have jumped 58.7% in the year-to-date period compared with the Zacks Security industry’s return of 49.8%.
CRWD YTD Price Return Performance
Image Source: Zacks Investment Research
From a valuation standpoint, CrowdStrike trades at a forward price-to-sales ratio of 29.25, significantly higher than the industry’s average of 16.34. The Zacks Value Score of F also suggests that CRWD stock is overvalued.
CRWD Forward 12-Month P/S Ratio
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for CrowdStrike’s fiscal 2027 and 2028 earnings indicates year-over-year growth of 32.2% and 26.9%, respectively. The estimates for fiscal 2027 and 2028 have been revised upward by 8 cents and 10 cents, respectively, over the past 30 days.
Image Source: Zacks Investment Research
CrowdStrike currently carries a Zacks Rank #4 (Sell).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
CrowdStrike hlásí prudký růst AIDR: opakované roční tržby vzrostly v 1. čtvrtletí fiskálního roku 2027 mezičtvrtletně o více než 250 %. Objem pipeline pro 2. čtvrtletí už přesahuje 50 milionů USD.
Key Takeaways CrowdStrike's AIDR ARR grew more than 250% sequentially in the first quarter of fiscal 2027.AIDR has already secured a pipeline of more than $50 million for the second quarter of fiscal 2027.AIDR landed a seven-figure deal in Q1 FY27, covering 30,000-plus hosts at an automotive finance customer. CrowdStrike (CRWD - Free Report) is seeing strong demand for its AI Detection and Response (AIDR) solution. CRWD's AIDR solution is designed to help companies monitor and secure AI applications, AI agents and AI workloads as AI adoption increases across enterprises. Management highlighted AIDR as one of the company's fastest-growing products during the first quarter of fiscal 2027.
In the first quarter of fiscal 2027, AIDR's ending annual recurring revenues (ARR) grew more than 250% sequentially. Further, AIDR has a pipeline of more than $50 million for the second quarter of fiscal 2027. Management stated that customer adoption of AIDR has been faster than expected as more organizations look for ways to secure AI activity across their businesses.
CrowdStrike believes AIDR addresses a larger opportunity than traditional endpoint security. Endpoint Detection and Response (EDR) mainly protects laptops, desktops and servers. In contrast, AIDR is designed to protect AI-related assets such as AI models, data, prompts, agents and identities. With rising usage of AI by enterprises, each of these areas could require additional security controls, driving further demand for CRWD's security tools such as AIDR.
CrowdStrike is already seeing customer adoption for AIDR. During the first quarter, an automotive financial services company deployed AIDR across more than 30,000 hosts in a seven-figure deal. The customer used the solution to monitor employee use of AI tools and improve security controls around AI activity. CrowdStrike’s existing Falcon platform gives it an advantage because customers can add AIDR using the same platform they already use for endpoint security.
The above-mentioned factors show that with rising enterprise AI adoption, AIDR could become an important contributor to CrowdStrike's future revenue growth. The Zacks Consensus Estimate for fiscal 2027 and 2028 revenues indicates a year-over-year increase of around 23.5% and 21.6%, respectively.
How Competitors Fare Against CRWDCompetitors like Palo Alto Networks (PANW - Free Report) and SentinelOne (S - Free Report) are also gaining ground through platform expansion and AI innovation.
In the third quarter of fiscal 2026, Palo Alto Networks saw robust growth in its Next-Gen Security ARR, which increased 60% year over year. The growth was driven by increased customer adoption of PANW’s advanced cybersecurity offerings, including its AI-driven XSIAM platform, SASE and software firewalls.
Though comparatively a small competitor, SentinelOne posted first-quarter fiscal 2027 year-over-year growth of 23% in its ARR. The growth was fueled by the rising adoption of SentinelOne’s AI-first Singularity platform and Purple AI.
CRWD’s Price Performance, Valuation and EstimatesShares of CrowdStrike have jumped 42.8% in the year-to-date period compared with the Zacks Security industry’s return of 44.3%.
CRWD YTD Price Return Performance
Image Source: Zacks Investment Research
From a valuation standpoint, CrowdStrike trades at a forward price-to-sales ratio of 26.57, significantly higher than the industry’s average of 15.77. The Zacks Value Score of F also suggests that CRWD stock is overvalued.
CRWD Forward 12-Month P/S Ratio
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for CrowdStrike’s fiscal 2027 and 2028 earnings indicates year-over-year growth of 32.2% and 26.7%, respectively. The estimates for fiscal 2027 and 2028 have been revised upward by 8 cents and 9 cents, respectively, over the past 30 days.
Image Source: Zacks Investment Research
CrowdStrike currently carries a Zacks Rank #4 (Sell).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
CrowdStrike oznámila split akcií 4:1, který vstoupí v platnost 2. července. Firma zároveň vykázala 26% růst tržeb a rekordní volný cash flow ve výši 468 milionů USD.
Along with solid earnings results, cloud-based cybersecurity leader CrowdStrike (CRWD 0.34%) announced a 4-for-1 stock split, which will go into effect on July 2. This will help make CrowdStrike's stock more accessible to retail investors after it has soared by roughly 60% so far in 2026.
To be sure, CrowdStrike's business has been performing exceptionally well, and it has some massive opportunities ahead of it. But after the stock's rapid rise this year, is it still worth buying before its split goes into effect?
Image source: Getty Images.
As mentioned, CrowdStrike will start trading on a split-adjusted basis on July 2. You may see some other dates mentioned, such as a record date, but for most investors, here's the key point. If you own 100 shares of CrowdStrike today, you'll have 400 shares in your portfolio when you log into your brokerage account on July 2, with each of those shares trading for about one-fourth of their previous value.
Excellent business momentum CrowdStrike's business is performing quite well, with 26% year-over-year revenue growth in its most recent fiscal quarter. It added $256 million in net new annual recurring revenue (ARR), the most added in a fiscal first quarter in company history. On the bottom line, CrowdStrike generated $468 million in free cash flow, an all-time high, and it handily beat earnings expectations.
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Not only that, but we're seeing clear signs that the agentic AI revolution is likely to be a big tailwind for CrowdStrike, not a threat as many originally thought. CEO George Kurtz said that "CrowdStrike is AI security infrastructure, critical to successful AI adoption."
Not a cheap stock The biggest risk factor for investing in CrowdStrike is valuation. While shares trade for about 12% below recent highs, the company is still valued at about 34 times trailing revenue, one of the highest multiples for a large-cap stock in the S&P 500.
It's fair to say that CrowdStrike is pricing in quite a bit of ARR growth at these levels. If it becomes the go-to cybersecurity platform for agentic AI security over the next few years, the current valuation could look cheap. But a lot will need to go right to justify the stock's current price, and any missteps could cause significant volatility.
To be clear, this is an excellent business. But it's not a good idea to buy CrowdStrike (or any other stock for that matter) just because it is splitting its shares. If you decide to buy, be aware that you're paying a hefty premium, and size your position accordingly.
CrowdStrike rozšiřuje ochranu Falcon AI Detection and Response pro AI aplikace na AWS a přidává bezplatnou 30denní zkušební verzi v AWS Marketplace. Nové konektory pro CloudWatch a S3 mají zrychlit onboarding a bezpečnost v cloudovém měřítku.
CrowdStrike expands Falcon AI Detection and Response protections for AI applications built on AWS and broadens Falcon platform access through AWS Marketplace free trials and new cloud-scale integrations
AUSTIN, Texas & NEW YORK--(BUSINESS WIRE)--AWS Summit New York -- CrowdStrike (NASDAQ: CRWD), in collaboration with Amazon Web Services (AWS), today announced new AI, cloud, and Next-Gen SIEM innovations that help organizations securely build, deploy, and operate AI applications and cloud workloads on AWS.
CrowdStrike is expanding CrowdStrike Falcon® AI Detection and Response (AIDR) capabilities on AWS, helping organizations identify and mitigate AI runtime risks across AI applications built with AWS technologies including Amazon Bedrock, Kiro, and Strands Agents.
CrowdStrike is also expanding CrowdStrike Falcon® platform availability in AWS Marketplace with new 30-day free trials for CrowdStrike Falcon® Next-Gen SIEM, CrowdStrike Falcon® Cloud Security, and CrowdStrike Falcon® Endpoint Security on a pay-as-you-go basis. New Quick Start connectors for Amazon CloudWatch and Amazon Simple Storage Service (Amazon S3) access logs help streamline onboarding and accelerate time-to-value. AWS PrivateLink cross-region support further simplifies cloud-scale security operations on AWS.
Securing AI Applications on AWS
As organizations operationalize AI agents and autonomous workflows on AWS, CrowdStrike is helping customers securely build, deploy, and scale AI applications across the AI development and deployment lifecycle. Building on CrowdStrike's designation as an inaugural AWS Agentic AI Specialization Partner and the companies' broader work advancing secure frontier AI innovation through Anthropic's Project Glasswing initiative, CrowdStrike is extending visibility and protection across customer AI applications built on AWS.
Falcon AIDR delivers real-time security evaluation of agent, LLM, and Model Context Protocol (MCP) communications to help stop prompt injection, sensitive data leakage, and malicious AI activity. CrowdStrike is extending these protections across AI applications built on AWS, including applications developed with Kiro, agents built with Strands Agents, and workloads running on Amazon Bedrock, helping organizations identify and mitigate AI runtime risks while maintaining continuous visibility across the AI development and deployment lifecycle.
The CrowdStrike Falcon MCP integration for Kiro enables developers to securely access CrowdStrike intelligence, detections, and security context directly within coding workflows, creating real-time feedback loops during agentic application development. Together with Falcon Next-Gen SIEM and Falcon Cloud Security, organizations can secure their broader AI workload stack on AWS by protecting non-human identities and credentials, governing data flows, and assessing Amazon Bedrock and AWS service misconfigurations, enabling customers to accelerate AI adoption with confidence.
"Organizations are rapidly moving AI applications from experimentation into production," said Daniel Bernard, chief business officer at CrowdStrike. “Together, CrowdStrike is helping customers securely build, deploy, and operate AI-powered applications on AWS, with protection that spans development, runtime, identities, and cloud infrastructure."
Expanding Flexible Access to Falcon on AWS
Following the flexible pay-as-you-go consumption model introduced for the Falcon platform in AWS Marketplace, the new 30-day free trials make it easier for organizations to experience Falcon Next-Gen SIEM, Falcon Cloud Security and Falcon Endpoint Security before transitioning to consumption-based pricing, accelerating onboarding and time-to-value.
Accelerating Cloud-Scale Security Operations on AWS
Building on recent Falcon Next-Gen SIEM integrations for AWS services including AWS Security Hub, Amazon GuardDuty, and AWS CloudTrail, CrowdStrike is introducing new AWS Quick Start connectors for Amazon CloudWatch and Amazon S3 access logs, streamlining onboarding and helping organizations rapidly ingest AWS telemetry at scale across multi-account, multi-region AWS deployments.
CrowdStrike is also introducing AWS PrivateLink cross-region support, enabling organizations to securely route Falcon platform traffic across the AWS backbone while reducing internet exposure and data transfer costs.
Together, these capabilities help organizations accelerate investigations, simplify operations, and optimize security at cloud scale.
For more information on the CrowdStrike and AWS collaboration, visit CrowdStrike at AWS Summit New York Booth #438.
Forward-Looking Statements
This press release may include discussion of unreleased services or features. Any unreleased services or features referenced here are still in development and subject to change. Customers should make their purchase decisions based upon features that are currently available.
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.
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