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
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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
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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.
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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.
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
