CrowdStrike: A Consistent Trajectory of Rapid Revenue ExpansionCrowdStrike (CRWD -1.45%) primarily generates revenue through recurring subscription sales of its comprehensive cloud-native cybersecurity software and protection modules.
While expanding its internal research capabilities by establishing a dedicated new cybersecurity laboratory and simultaneously broadening external cloud infrastructure collaborations with major technology partners, it reported an operating margin of -2% for the quarter ended July 31, 2026.
OKTA: A Reliable Pattern of Steady Revenue IncreasesOKTA (OKTA -1.76%) primarily generates revenue by selling identity and access management software subscriptions to diverse global enterprise customers.
It recently introduced updated security protection tools tailored specifically for autonomous digital systems and issued formal administrative warnings to its users regarding active voice phishing campaigns, while it recorded an operating margin of 13% for the quarter ended July 31, 2026.
Why Tracking Revenue Growth Matters for Long-Term InvestorsRevenue helps investors determine whether a specific business is successfully attracting and retaining paying customers over extended operational periods. This metric serves as a fundamental baseline measure of overall customer demand and business growth.
Quarterly Revenue Trends for CrowdStrike and OKTACalendar quarterCrowdStrike RevenueOKTA RevenueQ3 2024$1.0 billion (quarter ended Oct. 31, 2024)$665.0 million (quarter ended Oct. 31, 2024)Q4 2024$1.1 billion (quarter ended Jan. 31, 2025)$682.0 million (quarter ended Jan. 31, 2025)Q1 2025$1.1 billion (quarter ended April 30, 2025)$688.0 million (quarter ended April 30, 2025)Q2 2025$1.2 billion (quarter ended July 31, 2025)$728.0 million (quarter ended July 31, 2025)Q3 2025$1.2 billion (quarter ended Oct. 31, 2025)$742.0 million (quarter ended Oct. 31, 2025)Q4 2025$1.3 billion (quarter ended Jan. 31, 2026)$761.0 million (quarter ended Jan. 31, 2026)Q1 2026$1.4 billion (quarter ended April 30, 2026)$765.0 million (quarter ended April 30, 2026)Q2 2026$1.5 billion (quarter ended July 31, 2026)$805.0 million (quarter ended July 31, 2026)Data source: Company filings. Data as of Sept. 8, 2026.
Foolish TakeThe revenue trends for CrowdStrike and OKTA reveal several insights for investors. Both are experiencing quarter-over-quarter sales growth, an indication of the strong demand for their respective cybersecurity offerings. This is due to the rise of artificial intelligence.
AI has demonstrated that it can identify security vulnerabilities and hack corporate systems at unprecedented speed. Consequently, CrowdStrike and OKTA's protections are seen as necessities, driving revenue expansion.
CrowdStrike's rapid growth compared to OKTA illustrates the differences in their cybersecurity businesses. The former is a comprehensive solution, so it is able to attract a wider customer base. The latter focuses on the identity and access management markets within the digital security landscape, and this niche has led to a more steady sales growth trend.
The difference in their businesses has also resulted in CrowdStrike's stock sporting a high valuation, as evidenced by its price-to-sale ratio (P/S) of 38 compared to OKTA's far more reasonable sales multiple of ten. Wall Street is expecting CrowdStrike's rapid growth to continue, but the company is not profitable. Meanwhile, OKTA's bottom line is positive and growing year over year, and with a lower P/S ratio, it's a better value for those interested in investing.
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about CrowdStrike Holdings (CRWD - Free Report) .
CrowdStrike currently has an average brokerage recommendation (ABR) of 1.69, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by 51 brokerage firms. An ABR of 1.69 approximates between Strong Buy and Buy.
Of the 51 recommendations that derive the current ABR, 34 are Strong Buy and three are Buy. Strong Buy and Buy respectively account for 66.7% and 5.9% of all recommendations.
Brokerage Recommendation Trends for CRWD
Check price target & stock forecast for CrowdStrike here>>>
While the ABR calls for buying CrowdStrike, it may not be wise to make an investment decision solely based on this information. Several studies have shown limited to no success of brokerage recommendations in guiding investors to pick stocks with the best price increase potential.
Do you wonder why? As a result of the vested interest of brokerage firms in a stock they cover, their analysts tend to rate it with a strong positive bias. According to our research, brokerage firms assign five "Strong Buy" recommendations for every "Strong Sell" recommendation.
In other words, their interests aren't always aligned with retail investors, rarely indicating where the price of a stock could actually be heading. Therefore, the best use of this information could be validating your own research or an indicator that has proven to be highly successful in predicting a stock's price movement.
With an impressive externally audited track record, our proprietary stock rating tool, the Zacks Rank, which classifies stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), is a reliable indicator of a stock's near-term price performance. So, validating the Zacks Rank with ABR could go a long way in making a profitable investment decision.
Zacks Rank Should Not Be Confused With ABRAlthough both Zacks Rank and ABR are displayed in a range of 1--5, they are different measures altogether.
Broker recommendations are the sole basis for calculating the ABR, which is typically displayed in decimals (such as 1.28). The Zacks Rank, on the other hand, is a quantitative model designed to harness the power of earnings estimate revisions. It is displayed in whole numbers -- 1 to 5.
Analysts employed by brokerage firms have been and continue to be overly optimistic with their recommendations. Since the ratings issued by these analysts are more favorable than their research would support because of the vested interest of their employers, they mislead investors far more often than they guide.
In contrast, the Zacks Rank is driven by earnings estimate revisions. And near-term stock price movements are strongly correlated with trends in earnings estimate revisions, according to empirical research.
In addition, the different Zacks Rank grades are applied proportionately to all stocks for which brokerage analysts provide current-year earnings estimates. In other words, this tool always maintains a balance among its five ranks.
Another key difference between the ABR and Zacks Rank is freshness. The ABR is not necessarily up-to-date when you look at it. But, since brokerage analysts keep revising their earnings estimates to account for a company's changing business trends, and their actions get reflected in the Zacks Rank quickly enough, it is always timely in indicating future price movements.
Is CRWD a Good Investment?Looking at the earnings estimate revisions for CrowdStrike, the Zacks Consensus Estimate for the current year has declined 61% over the past month to $1.26.
Analysts' growing pessimism over the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates lower, could be a legitimate reason for the stock to plunge in the near term.
The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #4 (Sell) for CrowdStrike. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>
Therefore, it could be wise to take the Buy-equivalent ABR for CrowdStrike with a grain of salt.
A quick note before we begin: Today's Breakfast News is a special edition since markets are closed for Labor Day. Regular service resumes tomorrow. Fool on!
Many Roads Lead to a Sell
Team Rule Breakers
We recently asked what your first instinct is when a stock you own doubles. Almost half of you said hold and stay the course. With CrowdStrike (CRWD -0.87%) we announced something in between -- that we will be selling a portion (15%) of our stake, which had grown into the largest holding in the Epic Portfolio.
Our proprietary Potential Growth Indicator sits just above 10% and keeps sliding. CrowdStrike's stock trades near 36 times forward sales (not earnings – sales!). The market has priced it for perfection, and AI cuts both ways for cybersecurity.
But we still believe in the business, and it still belongs in the portfolio (indeed, it will remain among our largest Epic Portfolio positions). We just want less of it at this price, in this market, at this size.
Tom and David Gardner gave us the cleanest sell rule in The Motley Fool Investment Guide: "When you find a better place for your money, put it there." It's a great rule. It's also one of many. An investor may wisely sell for all kinds of reasons:
A winner grew into an uncomfortably large slice of the portfolio. The price outran the business, leaving no room for a stumble. The thesis broke. The moat, the management, or the market changed. The investor never understood the company well enough to hold through a 40% drawdown. Life needs the money: tuition, a medical emergency, a down payment, retirement income. There are so many other reasons. Also, please notice how these reasons often have very little to do with the company. Selling is less formula than judgment. Thoughtful investors reach different judgments from identical facts.
💡 Epic Portfolio principle: Write your sell rules before you need them.
Your selling discipline has to be yours, and it should exist on paper (or screen) before you need it. In the moment, you'll be reacting to a price rather than a plan. So write down three things for every position: why you own it, what would make that reason untrue, and how large you'll let it grow. Revisit once a year.
If you do that, a "trim" alert becomes information rather than instruction. Some members will sell 15%. Some will sell none. Some will sell more. Every member's situation is different. Selling is an art – your art. The investor who knows why they're selling has already done the hard part.
Stock in Focus: CrowdStrike, of Course CrowdStrike came into the Epic Portfolio from Team Hidden Gems, and it became our largest holding. It was also Team HG that first brought the stock to the Fooliverse, recommending it in IPO Trailblazers in 2019 at $23.41, then again in early 2020 at $15.61. Tom carried it into Stock Advisor that June at $24. (All prices are split-adjusted.) With the stock over $210 today, those calls are up 810%, 1,265%, and 788%. Take a bow, Team HG, because the company has been delivering.
What During the recent earnings release, CEO George Kurtz called this the very best quarter in company history. Second-quarter revenue of $1.47 billion surpassed estimates by roughly $30 million, growing 26% year over year. The stock rose 20% on the strength of the report.
Like all Foolish investors, we don't just look at revenue growth. We like to see strong cash flow as well, and the company didn't disappoint. Operating cash flow increased 59% to $530.3 million, and free cash flow rose 33.1%.
Management doesn't see things slowing down, either. It raised the full-year FY2027 revenue outlook to between $5.99 billion and $6.01 billion.
So What? CrowdStrike's Q2 results offer a compelling combination of strong top-line growth and rapidly improving cash generation, all against a backdrop of surging AI-security demand. Those cash flows will power the company forward: CrowdStrike needs to continue to invest heavily in R&D and equipment to capture the rising demand for its security technologies as AI agents do more and more work, and this quarter says it can fund that through the business rather than from shareholders.
As the "trim" alert pointed out, the stock is not cheap by any measure. Nor would we expect it to be. And as Rule Breakers, we're comfortable with that. We prefer to invest in companies like CrowdStrike with its leadership in the cybersecurity industry as well as its strong financial performance.
Now What? Even with the recent partial sell recommendation, CrowdStrike remains a buy in every active service in which it's recommended. The Motley Fool has issued more than 100 buy recommendations for CrowdStrike in total across the years, and this quarter has borne out that conviction.
The number to watch from here isn't revenue -- it's whether cash generation keeps pace with the R&D spending that lead depends on. With the company set up to deliver more incredible performance in an industry with so much current and potential demand, we look forward to CrowdStrike setting more records down the road.
A version of this was originally sent to Epic Portfolio members on August 28 as a weekly column.
Today's Question Tell us about a stock you sold -- and what finally triggered the decision. Would you make the same call again?
Debate with friends and family, or become a member to hear what your fellow Fools are saying!
Remote-First-Company | NEW YORK CITY, Sept. 04, 2026 (GLOBE NEWSWIRE) -- VAST Data, the AI Operating System company, and CrowdStrike (NASDAQ: CRWD) today announced new integrations that will bring enterprise-grade cybersecurity across the infrastructure, data and AI workloads supporting production AI.
VAST’s industry-leading AI infrastructure platform natively supports the CrowdStrike Falcon® sensor, establishing a foundation for deeper integrations with Falcon® Next-Gen SIEM and Falcon® Guardian, CrowdStrike’s new AI Detection and Response (AIDR) solution, across the VAST AI Operating System. Together, VAST and CrowdStrike are integrating security across the systems running AI, access to the proprietary data that fuels it, and the data pipelines preparing that information for AI applications.
As enterprises operationalize AI, these environments are becoming increasingly interconnected, creating new security challenges as sensitive data moves between infrastructure, users, models and agents. By combining VAST’s visibility into data activity with CrowdStrike’s industry-leading threat intelligence, detection and response, organizations will be able to identify risk with greater context and investigate potential threats across their AI environments.
VAST and CrowdStrike are integrating the Falcon platform with the VAST AI OS to:
Better Protect the Infrastructure Powering AI: The VAST AI OS is deeply integrating its data infrastructure platform with native support for the Falcon sensor, bringing CrowdStrike protection directly into the VAST environments supporting mission-critical enterprise AI workloads. Turn Data Access Telemetry into Actionable Security Intelligence: VAST audit telemetry will integrate directly with CrowdStrike Falcon Next-Gen SIEM, combining detailed visibility into how users and machines access enterprise data with CrowdStrike’s threat intelligence and detection capabilities. Security teams will be able to correlate activity across the VAST AI OS with the broader cyber environment to identify anomalous behavior, investigate incidents and better understand the scope of potential threats. Embed AI-Native Protection Directly into Data Pipelines: Falcon Guardian will integrate with VAST InsightEngine, leveraging the NVIDIA AI Data Platform reference design, to bring threat detection into the pipelines preparing enterprise data for AI. As InsightEngine ingests, processes and enriches data for AI knowledge bases and workflows, organizations will be able to use Guardian to identify sensitive or risky information and surface potentially harmful activity before it reaches downstream AI systems. “The security boundary for AI can’t stop at the infrastructure. Enterprises need to understand who is accessing their data, how that data is moving through AI pipelines and what is happening when applications and models interact with it,” said Renen Hallak, Founder & CEO at VAST Data. “Together with CrowdStrike, we’re bringing security across each of those layers. By combining the VAST AI Operating System with the intelligence of the Falcon platform, customers can build AI environments where security is part of the architecture from the foundation through the AI pipeline.”
“AI is reshaping the enterprise, and security has to extend everywhere AI operates,” said Daniel Bernard, Chief Business Officer at CrowdStrike. “By bringing CrowdStrike into the VAST AI Operating System, we’re extending Falcon protection across the infrastructure, data and AI pipelines powering the next generation of enterprise AI. VAST Data is one of the most innovative AI infrastructure software companies on the market – secured by CrowdStrike.”
Protecting Enterprise Data Across the AI Lifecycle
The VAST AI OS spans the infrastructure managing enterprise data and the workflows that make that data usable for AI. InsightEngine ingests, processes and enriches unstructured data for use by models and agents, providing a natural integration point for CrowdStrike Falcon Guardian.
For example, as data is ingested into AI knowledge bases, the integration with Falcon Guardian can help identify and classify sensitive information such as personally identifiable information (PII). As users, agents and applications interact with AI systems, CrowdStrike can also detect threats such as prompt injection, jailbreak attempts and other malicious activity, helping organizations identify risk across both the data feeding AI and the activity around it.
The integrations will also be demonstrated within an NVIDIA-powered AI factory, showing how CrowdStrike protection can be integrated with a VAST-powered data pipeline supporting accelerated AI workloads. The demonstration brings the three technologies together in a production-oriented environment, illustrating how enterprises can strengthen protection around proprietary data as it is prepared and used for AI.
Availability
Native CrowdStrike Falcon sensor support for VAST is certified and available today. VAST integrations with CrowdStrike Falcon Next-Gen SIEM and Falcon Guardian are available in private preview. Learn more by visiting https://www.vastdata.com/partners/crowdstrike.
Additional Resources
PARTNER PAGE: VAST + CrowdStrike FAL.CON 2026 Session: Secure AI at the Foundation from Data to Runtime with VAST Data and CrowdStrike Forward-Looking Statements
This press release includes descriptions of products, features, and functionality not currently generally available. These references are provided for informational purposes only. The development, release, and timing of all features or functionality remain at our sole discretion and may change without notice. These statements are subject to risks, uncertainties, and assumptions that may cause actual results to differ materially from those expressed or implied. Customers should make purchasing decisions based only on services and features that are currently generally available. For more information on our existing offerings please talk to your CrowdStrike representative.
About VAST Data
VAST Data is the AI Operating System company – powering the next generation of intelligent systems with a unified software infrastructure stack that was purpose-built to unlock the full potential of AI. The VAST AI OS consolidates foundational data and compute services and agentic execution into one scalable platform, enabling organizations to deploy and facilitate communication between AI agents, reason over real-time data, and automate complex workflows at global scale. Built on VAST’s breakthrough DASE architecture – the world’s first true parallel distributed system architecture that eliminates tradeoffs between performance, scale, simplicity, and resilience – VAST has transformed its modern infrastructure into a global fabric for reasoning AI. Learn more at vastdata.com and follow VAST Data on LinkedIn, YouTube and X.
Artificial intelligence (AI) is creating all sorts of new opportunities, some good and some bad. While the majority of the world is focused on how generative AI can boost productivity and solve problems, a small cohort uses it for harm, and the boost that it provides bad actors and cybercriminals cannot be understated. As a result, cybersecurity is as important as ever.
There are countless ways to invest in cybersecurity, but I think the best way to invest is through one of the industry's undisputed leaders: CrowdStrike (CRWD -1.41%). CrowdStrike makes for a great investment now, and can help investors capitalize on the rising need for improved cybersecurity thanks to AI advances.
Image source: Getty Images.
CrowdStrike is built for this era CrowdStrike itself is an AI-powered platform. The primary offering from CrowdStrike is endpoint protection, which protects network access points (like a laptop or cellphone) from being used by a bad actor. It uses AI to detect normal operating activities versus abnormal ones, then shuts out the device if usage doesn't match historical patterns. CrowdStrike has been recognized by several firms as the best option in this offering, but that's not all it does.
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The company has several add-ons that its clients can purchase for additional protection in various areas, and over half of its customers use at least six different modules. That shows that CrowdStrike can upsell its clients once they are on the platform, giving them a nearly all-in-one platform to manage all of their cybersecurity needs.
CrowdStrike is a consistent grower, and its annual recurring revenue (ARR) grew by 25% during its most recent quarter. However, CrowdStrike isn't all that profitable, and only posted $5 million of net income in that same quarter. This may be one of the biggest sticking points investors have, as CrowdStrike has teetered at the break-even mark for several years.
CRWD Profit Margin (Quarterly) data by YCharts
The market is also well aware that cybersecurity software is a very important part of any business in the age of AI, and any stock in the space holds a bit of a premium to other software stocks. As a result, CrowdStrike's stock isn't the cheapest.
CRWD PS Ratio data by YCharts
A P/S ratio of 41 is very expensive, and the stock has gotten pricey since the start of the year. CrowdStrike is by far the best cybersecurity company to invest in, but the price tag may be too rich for some. As a result, investors may want to keep this one on their radar, as there may be a better time to scoop up shares. However, investors shouldn't forget about it, as it's one of the best companies in this industry by far.
Investors looking for artificial intelligence winners beyond chips are increasingly turning to software and cybersecurity.
Snowflake Inc. (NYSE:SNOW), CrowdStrike Holdings Inc. (NASDAQ:CRWD) and Palantir Technologies Inc. (NASDAQ:PLTR) could benefit as AI adoption accelerates, according to Silvant Capital Management.
Michael Sansoterra, chief investment officer at Silvant Capital Management, said Thursday that the three companies are finding valuable positions in the AI ecosystem. They are also meeting or beating investor expectations while benefiting from rising demand.
Silvant owns CrowdStrike, Snowflake and Palantir through its Virtus Silvant Large Cap Growth strategy.
Snowflake Adds Value To AI ChainSansoterra highlighted Snowflake as an example of a company that has successfully adapted its business to the AI boom.
Snowflake initially focused on helping companies manage data separately from computing infrastructure. However, the company has increasingly shifted its platform toward AI-driven workloads, he told CNBC.
That shift is helping customers manage and analyze data more efficiently while reducing traditional data silos. Sansoterra said the benefits become particularly important for AI models and major cloud computing platforms.
He pointed to Snowflake’s recent growth as evidence that the strategy is gaining traction.
“These companies that can find a spot in the AI chain or add real value like a Snowflake” can benefit from the rapidly changing technology landscape, Sansoterra said.
Cybersecurity Becomes More CriticalSansoterra also sees cybersecurity playing an increasingly important role as AI models become more powerful and widely available.
He said companies have a growing responsibility to manage data safely as AI technology evolves. That backdrop supports the investment case for cybersecurity companies such as CrowdStrike.
Still, Sansoterra cautioned that the AI landscape is changing quickly. Investors should understand the companies they own and balance businesses carrying high expectations with those facing lower expectations.
For Sansoterra, the key is whether those companies can continue beating expectations as AI spending expands.
Price Action: CrowdStrike Holdings shares were down 1.09% at $212.62, Snowflake shares were down 1.35% at $351.65 and Palantir Technologies shares were down 1.66% at $179.50 during premarket trading on Friday, according to Benzinga Pro data.
Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.
HC Wainwright & Co. cut the price target for Ultragenyx Pharmaceutical Inc (NASDAQ:RARE) from $50 to $25. HC Wainwright & Co. analyst Raghuram Selvaraju maintained a Buy rating. Ultragenyx Pharmaceutical shares closed at $26.53 on Wednesday. See how other analysts view this stock.Needham increased UiPath Inc (NASDAQ:PATH) price target from $15 to $22. Needham analyst Scott Berg maintained a Buy rating. UiPath shares closed at $17.99 on Wednesday. See how other analysts view this stock.BTIG boosted price target for Netskope Inc (NASDAQ:NTSK) from $17 to $18. BTIG analyst Gray Powell maintained a Buy rating. Netskope shares closed at $13.75 on Wednesday. See how other analysts view this stock.BTIG raised the price target for Snowflake Inc (NYSE:SNOW) from $340 to $424. BTIG analyst Gray Powell maintained a Buy rating. Snowflake shares closed at $305.84 on Wednesday. See how other analysts view this stock.Needham increased Magnite Inc (NASDAQ:MGNI) price target from $25 to $30. Needham analyst Laura Martin maintained a Buy rating. Magnite shares closed at $24.88 on Wednesday. See how other analysts view this stock.Cantor Fitzgerald boosted Broadcom Inc (NASDAQ:AVGO) price target from $525 to $600. Cantor Fitzgerald analyst C.J. Muse maintained an Overweight rating. Broadcom shares closed at $367.24 on Wednesday. See how other analysts view this stock.Baird raised Crowdstrike Holdings Inc (NASDAQ:CRWD) price target from $230 to $235. Baird analyst Shrenik Kothari maintained a Neutral rating. Crowdstrike shares closed at $203.42 on Wednesday. See how other analysts view this stock.Rothschild & Co raised the price target for Moderna Inc (NASDAQ:MRNA) from $40 to $81. Rothschild & Co analyst Simon Baker downgraded the stock from Neutral to Sell. Moderna shares closed at $150.81 on Wednesday. See how other analysts view this stock.B of A Securities cut Sonoco Products Co (NYSE:SON) price target from $69 to $60. B of A Securities analyst George Staphos downgraded the stock from Buy to Neutral. Sonoco shares closed at $54.74 on Wednesday. See how other analysts view this stock.Bernstein raised DraftKings Inc (NASDAQ:DKNG) price target from $27 to $29. Bernstein analyst Ian Moore maintained an Outperform rating. DraftKings shares closed at $24.21 on Wednesday. See how other analysts view this stock.Considering buying CRWD stock? Here’s what analysts think:
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New collaboration secures Codex agents with Falcon Guardian, harnesses advanced reasoning of GPT-5.6 Cyber on the Falcon platform
AUSTIN, Texas & LAS VEGAS--(BUSINESS WIRE)--Fal.Con 2026--CrowdStrike (NASDAQ: CRWD) today announced an expanded partnership with OpenAI to extend CrowdStrike enterprise security to Codex agents, and bring OpenAI’s GPT-5.6 Cyber to the Falcon® platform. By securing AI agents at the point of execution and bringing advanced cyber reasoning to the Falcon platform, CrowdStrike and OpenAI help enable customers to adopt AI with confidence, and assess risk and prioritize action with greater speed, precision, and scale.
Securing Codex Agents with Falcon Guardian
Falcon® Guardian, CrowdStrike’s AI Detection and Response (AIDR) solution, goes beyond posture and governance to control Codex agent activity at runtime. Where Codex agents execute, Falcon Guardian helps organizations understand agent activity, detect compromised or unauthorized behavior, and respond before threats spread across endpoint, SaaS, cloud, and browser environments.
Discover Codex Agents: Gain a live inventory of supported Codex agents running across the enterprise – who deployed them, what they access, and their security status. Runtime Visibility: Connect Codex agent activity directly to Falcon telemetry to see what agents are doing in real time. Detect and Respond: Detect compromised or unauthorized Codex agent behavior and respond before it spreads. Enforce Controls: Define which supported agent actions are permitted, translating governance policy into enforceable runtime controls. Harnessing GPT-5.6 Cyber
Advanced cyber reasoning delivers the most value when paired with relevant context, expert oversight, and well-designed workflows. Starting with the CrowdStrike Frontier AI Readiness and Resilience (FAIRR) Service and expanding across the Falcon platform, CrowdStrike combines adversary intelligence, frontline expertise, structured threat modeling, exploit validation, and workflow orchestration to focus GPT-5.6 Cyber advanced reasoning on precise, actionable assessments for defenders.
Assess Frontier AI Risk: For approved, authorized defensive use cases, CrowdStrike’s FAIRR Service applies GPT-5.6 Cyber within CrowdStrike’s purpose-built cyber harness to assess risk, analyze attack paths, and inform remediation priorities with expert oversight. "Securing the agentic era means controlling the AI agents organizations depend on, and harnessing frontier AI to assess and act on risk at machine speed," said Daniel Bernard, Chief Business Officer at CrowdStrike. "Together with OpenAI, we're doing both. Secure AI is the foundation for everything AI can do for the world."
“Status quo security is no longer enough, but AI gives defenders a real opportunity to become fundamentally stronger,” said Greg Brockman, President and Co-founder of OpenAI. “Working with CrowdStrike brings frontier AI into the tools defenders already use, helping them move faster from finding a problem to securing their systems.”
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 Holdings, Inc. (CRWD) Fal.con, Las Vegas September 2, 2026 2:30 PM EDT
Company Participants
Burt Podbere - Chief Financial Officer
George Kurtz - Co-Founder, President, CEO & Director
Daniel Bernard - Chief Business Officer
Bartley Richardson - Chief AI & Autonomous Systems Officer
Michael Sentonas - President
Andy Nowinski - Vice President of Investor Relations & Strategic Finance
Conference Call Participants
Ashraf Alhashim
Justin Boitano
Seann Gardiner
Brian Essex - JPMorgan Chase & Co, Research Division
Saket Kalia - Barclays Bank PLC, Research Division
Gabriela Borges - Goldman Sachs Group, Inc., Research Division
John DiFucci - Guggenheim Securities, LLC, Research Division
Fatima Boolani - Citigroup Inc., Research Division
Gregg Moskowitz - Mizuho Securities USA LLC, Research Division
Patrick Edwin Colville - Scotiabank Global Banking and Markets, Research Division
Ittai Kidron - Oppenheimer & Co. Inc., Research Division
Michael Turrin - Wells Fargo Securities, LLC, Research Division
Brad Zelnick - Deutsche Bank AG, Research Division
Matthew Hedberg - RBC Capital Markets, Research Division
Joseph Gallo - Jefferies LLC, Research Division
Presentation
Burt Podbere
Chief Financial Officer
Good morning, everybody. It's great to see everybody once again. It's always best to see everybody live and in person, and welcome to what is our biggest Fal.Con event ever. And we've never been more excited to host you with so many of our customers here, so many of our partners here. Hopefully, you've had a chance to talk to a few of them.
Hopefully, you had a chance to catch some incredible keynotes from George and Mike and others. It's been a fantastic start. We've got a really, really exciting lineup for you today. And I'm going to go over to the quick agenda and hopefully, you're able to leave here with the same feeling that I have when I came here and how I'm feeling today about the opportunity in front of us.
Fal.Con 2026--[url="]CrowdStrike[/url] (NASDAQ: CRWD) today unveiled the next evolution of the agentic SOC. AI agents execute attack actions across multiple sys
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.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260902312863/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.
Introducing the CrowdStrike Agentic Identity Provider, the Foundation for AI Agent Identity Security Fal.Con 2026– CrowdStrike (NASDAQ: CRWD) today introduced the CrowdStrike Agentic Identity Provider (Agentic IdP), establishing Falcon Next-Gen Identity Security as the identity control plane for the agentic enterprise and the Falcon platform as the standard to operationalize and secure AI agents.
Identity is the front line of modern attacks, and AI agents accelerate the threat at scale. They execute code, access systems, and move data with real credentials, at machine speed, with no one watching. Before they can be continuously authorized, they must first be established as trusted identities, something traditional identity providers were never built to do. Agentic IdP establishes every agent as a trusted identity, brokers only the access needed for as long as needed, and ties every action back to the human or system behind it. This is the foundation that makes Continuous Identity possible.
“Securing AI agents demands solutions built for how they operate,” said Scott Kriz, GM of Continuous Identity at CrowdStrike. “Continuous Identity modernized identity security for the agentic era, but you cannot continuously authorize an identity you were never able to establish, and traditional identity providers break the moment an agent acts on its own. Agentic IdP is the identity provider for AI agents.”
Continuous Identity for AI Agents
AI agents operate at machine speed with system-level privilege, making point-in-time authorization a liability, not a security model. CrowdStrike’s Continuous Identity replaces static policies and standing privileges with real-time, risk-aware enforcement, granting access the moment it is needed and revoking it the moment it is not.
CrowdStrike Agentic Identity Provider
An identity provider is the system of record every downstream security decision depends on. For humans, that authority is built on logins, passwords, and manual onboarding. Agents have none of it. Traditional identity providers force organizations to represent agents as service accounts, API keys, and workload identities, static models never meant for identities that take autonomous action on behalf of users and delegate to sub-agents. Agentic IdP is the authority for AI agents.
Automatic Registration: Falcon Guardian discovers every AI agent across the enterprise, and Agentic IdP registers each one the moment it comes online under a single authoritative directory.Cryptographically Verifiable Agent Identity: Every agent is issued a cryptographically verifiable identity that cannot be spoofed or shared. Only agents with a trusted identity are eligible for authorization. Every access decision is then made by Continuous Identity.Short-Lived, Tightly-Scoped Tokens: Agents are never given standing credentials of their own. Agentic IdP brokers access through tokens scoped to the minimum access, for the minimum time, required for each task.Attribution at Every Step: Every action an agent takes is bound to the human or workload it acts on behalf of, so every step is traceable and accountable.The AI Agent Security Platform
With Falcon, every agent is discovered, established as a trusted identity, authorized in real time, and secured at runtime. The full lifecycle, on one platform. 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.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260902817711/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.
AUSTIN, Texas & LAS VEGAS--(BUSINESS WIRE)--Fal.Con 2026--CrowdStrike (NASDAQ: CRWD) today announced the Falcon platform is coming to the Anthropic Claude Marketplace, giving Anthropic customers a new way to purchase CrowdStrike using a portion of their existing Anthropic commitments. “AI is changing how enterprises operate – and how technology is procured, deployed, and run. Security is leading the charge,” said Daniel Bernard, chief business officer at CrowdStrike. “Together with Anthropic, w.
Palo Alto Networks beat every number that mattered and still watched its stock crater two sessions in a row. A Barclays analyst who called the quarter a success had already spotted the ceiling before the selling even started.
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Palo Alto Networks posted a strong fiscal fourth-quarter report after Tuesday’s close, and Palo Alto stock is getting punished for it. Hours after the results, a Barclays analyst went on CNBC to confirm the fundamentals and to warn that the valuation had nowhere left to go. The market proved him right within one session.
Palo Alto Networks (NASDAQ:PANW | PANW Price Prediction) stock is down 11% to $322.89 midday Wednesday, extending Tuesday’s 5% decline on the report. The pullback still leaves Palo Alto stock up 76% year to date (YTD). CrowdStrike Holdings (NASDAQ:CRWD) stock is down 6% to $202.67 in the same session, with no results of its own to drive it. For context, the NASDAQ 100 tracking Invesco QQQ Trust (NASDAQ:QQQ) is nearly flat at $708.48 today and is up 15% in 2026 so far.
The results themselves were never the problem. Every number that mattered at Palo Alto came in ahead of expectations, and a bull on the name still said the multiple had run out of runway.
Barclays Flags a Valuation Ceiling Barclays equity research analyst Saket Kalia appeared on CNBC’s Closing Bell Overtime on September 1 to react to Palo Alto’s fourth-quarter results. Kalia said net new annual recurring revenue landed above $900 million, ahead of his own $800 million estimate, and that management’s guidance for next year sits near $11.1 billion.
Net new ARR measures the fresh recurring subscription revenue a software company signs in a quarter. In cybersecurity, it’s the metric the industry is judged on because it captures contracted, durable demand rather than one-time product sales. Kalia’s read on demand rested on the attack surface expanding, and he stated, “AI only expands the attack surface.”
Then came the warning: Palo Alto stock trades at 45 to 50 times free cash flow, a multi-year high for the company. Kalia warned, “there isn’t a lot more room left for the multiple.” His overweight price target is $370, which at Tuesday’s close of $362.09 left 2% of upside.
A Sector-Wide Repricing One session after a bull said the ceiling was in, the market took 11% out of Palo Alto. Palo Alto stock now trades below Kalia’s $370 target, so the decline itself has reopened the gap he said had closed. The valuation cap was real, and the market found it faster than most expected.
CrowdStrike had already fallen 7% alongside Palo Alto on Tuesday, and CrowdStrike stock is giving back another 6% today with no report of its own. Two consecutive sessions of heavy selling across both names, with strong results underneath, point to a sector-wide valuation reset. The AI security windfall may already have been in the price.
What the Bull Case Rests On Now Sentiment heading into the print was constructive. JPMorgan raised its target on Palo Alto stock, BTIG and Cantor Fitzgerald reiterated buy ratings, and Benchmark raised its price target to $400. Palo Alto stock fell anyway, twice.
Kalia’s path to a 40% free cash flow margin by fiscal 2028 is what the bull case now rests on. For that to hold at Palo Alto, platformization has to keep compounding, NGS ARR needs to track toward the $20 billion FY30 goal management set, and operating leverage has to keep widening. Looking ahead, investors will want to watch for FCF margin expansion in Palo Alto’s FY27 numbers as the near-term proof point.
Contact [email protected] for any questions or corrections.
AUSTIN, Texas & LAS VEGAS--(BUSINESS WIRE)--Fal.Con 2026 – CrowdStrike (NASDAQ: CRWD) today announced its 2026 customer and partner award winners at Fal.Con 2026, recognizing the customers and partners building with CrowdStrike to secure the front lines of AI. 2026 CrowdStrike Customer Impact Award Winners Anthropic – Global Leadership Impact Award Mondelēz International – Global Community Impact Award Providence Health & Services – Global Transformation Award Salesforce – Global AI Impact.
AUSTIN, Texas & LAS VEGAS--(BUSINESS WIRE)--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 co.
AUSTIN, Texas & LAS VEGAS--(BUSINESS WIRE)--Fal.Con 2026– CrowdStrike (NASDAQ: CRWD) today introduced the CrowdStrike Agentic Identity Provider (Agentic IdP), establishing Falcon Next-Gen Identity Security as the identity control plane for the agentic enterprise and the Falcon platform as the standard to operationalize and secure AI agents. Identity is the front line of modern attacks, and AI agents accelerate the threat at scale. They execute code, access systems, and move data with real crede.
AUSTIN, Texas & LAS VEGAS--(BUSINESS WIRE)--Fal.Con 2026--CrowdStrike (NASDAQ: CRWD) today unveiled the next evolution of the agentic SOC. AI agents execute attack actions across multiple systems at machine speed. The investigation has to move the same way. CrowdStrike delivers the first coordinated, multi-agent investigations across endpoint, identity, SaaS, cloud, and network simultaneously, turning what once took hours into minutes, with verdicts defenders can trust. "We're already seeing AI.
LAS VEGAS--(BUSINESS WIRE)-- #CrowdStrike--Vali Cyber announces integration with CrowdStrike, bringing hypervisor security data into the Falcon Next-Gen SIEM.
ISFIYA, Israel and LAS VEGAS, Sept. 02, 2026 (GLOBE NEWSWIRE) -- MBody AI Ltd. ("MBody AI" or the "Company") (NASDAQ: MBAI) today announced that its MBody AI Orchestrator™ platform has been shortlisted for AI Deployment of the Year in The 2026 A.I. Awards. The awards program is run by The Cloud Awards. The category recognizes the most impactful and innovative deployment of artificial intelligence within the past year. MBody AI was shortlisted alongside CrowdStrike, Lenovo, CVS Health and Lloyds Banking Group.
Orchestrator is a proprietary, hardware-agnostic software platform that serves as an intelligence layer designed to enable autonomous systems to operate, coordinate, and improve more effectively than they otherwise would in real-world physical environments. It is designed as a full-stack embodied AI software system that integrates multiple functional components intended to support autonomous operation and fleet-level coordination.
The two core features of Orchestrator are AI Optimization, Task Verification and Reporting. AI Optimization uses artificial intelligence to assess telemetry and run-time data and generate recommendations to improve performance against customer key performance indicators, across a customer’s fleet regardless of brand.
Task Verification and Reporting provides unified dashboarding and reporting across a customer’s full fleet and multiple robot types, including verification that assigned tasks have been completed.
MBody AI has cumulatively provided cleaning service for approximately 600 million square feet in the hospitality and building management industries, principally for Fortune 500 casino and resort operators. Each deployment is designed to generate proprietary operational data that refines the Company’s models and improves the performance of the platform over time.
“We are proud to be nominated for the AI Deployment of the year by Cloud Awards,” said John Fowler, Chief Executive Officer of MBody AI. “What put us on this shortlist is software running in production with Fortune 500 casino and resort operators, and operational data from those deployments that is designed to make the platform better over time. The recognition follows the work, not the other way around.”
Learn more about MBody AI’s growth trajectory at ir.mbody.ai
About MBody AI Ltd.
MBody AI Ltd. (NASDAQ: MBAI) develops enterprise software that deploys and manages autonomous robot workforces for hospitality and gaming operators. The Company’s proprietary MBody AI Orchestrator is a hardware-agnostic software platform that manages diverse robot fleets from multiple vendors across sites and use cases under long-term agreements. MBody AI counts Fortune 500 operators among its customers.
No Offer or Solicitation
This press release does not constitute an offer to sell or a solicitation of an offer to buy, and shall not constitute an offer, solicitation, or sale in any state, province, territory, or jurisdiction in which such offer, solicitation, or sale would be unlawful prior to registration or qualification under the securities laws of any such jurisdiction.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements include statements made in graphics, images, headlines, and other visual elements of this release. All statements other than statements of historical fact are forward-looking statements, which include, among others, statements regarding the expected performance, functionality, and capabilities of the MBody AI Orchestrator platform; the Company’s technology roadmap; the Company’s expectation that operational data generated by its deployments will refine its models and improve platform performance over time; the Company’s deployment pipeline, customer expansion, and commercial scaling; the anticipated growth of the embodied AI market; the Company’s ability to maintain continued compliance with Nasdaq listing requirements; and the Company’s continued qualification as a foreign private issuer. These forward-looking statements are based on the Company’s current intentions, beliefs, and expectations regarding future events. Actual results may differ materially due to risks and uncertainties including, but not limited to, the risk that the multi-brand fleet control capability does not complete testing or is not deployed with customers on the anticipated timeline or at all; the risk that the customer-systems integration capability is never completed or made available, and that the related provisional patent applications do not result in issued patents; the risk that the platform does not perform as designed or that operational data does not yield the expected improvements; customer concentration risk, the Company being substantially dependent on two enterprise customers; the Company’s ability to convert pilot deployments into contracted revenue; the risk that the Company fails to satisfy Nasdaq continued listing standards, including the minimum bid price and shareholders’ equity requirements; the risk that the Company ceases to qualify as a foreign private issuer and becomes subject to domestic reporting requirements; the Company’s need for additional capital and the dilutive effect of any financing; market conditions; and other factors described in the Company’s filings with the U.S. Securities and Exchange Commission. The Company undertakes no obligation to update forward-looking statements except as required by law.
Quick Facts
Issuer:MBody AI Ltd. (NASDAQ: MBAI)ListingNasdaq Capital MarketsSectorTechnologyIndustryEmbodied AI and enterprise robotics (physical AI)AnnouncementShortlisted for AI Deployment of the Year in The 2026 A.I. Awards
Awards programThe 2026 A.I. Awards, run by The Cloud AwardsPlatformMBody AI Orchestrator, hardware-agnostic robot fleet softwareCore capabilitiesAI Optimization; Task Verification and ReportingCumulative service deliveredapproximately 600 million square feet in the hospitality industryCUSIPM6S83C106 Investor Relations:
Lytham Partners, LLC
602-889-9700 [email protected]
Truist lifted its CrowdStrike price target to $300 from $245 while keeping a Buy rating ahead of Fal.Con 2026 Summary
Truist raised its CrowdStrike price target to $300 from $245 while maintaining a Buy rating ahead of Fal.Con 2026
CrowdStrike Holdings CRWD received a higher target from Truist as the firm sees growing cybersecurity needs tied to artificial intelligence supporting broader use of the company's platform.
Truist kept a Buy rating on the shares while raising its price target to $300 from $245. The call comes as CrowdStrike hosts its Fal.Con 2026 conference in Las Vegas, where investors are looking for more detail on future recurring-revenue growth.
Analyst Junaid Siddiqui said the firm will watch for updated expectations around net new annual recurring revenue, longer-term targets and product expansion. He also pointed to the security challenges created by increasingly capable AI systems and autonomous agents.
Those concerns became more visible after Anthropic's Claude Mythos model demonstrated the ability to uncover software vulnerabilities. Truist now expects CrowdStrike could expand its role across areas including identity controls, threat detection, AI governance and protection of agent-based systems.
For CRWD stock, the higher target suggests Truist sees the AI-driven security environment as a potential catalyst for additional growth.
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.
A two-decade-old Russian hacking operation dubbed "Sality" is being dismantled, U.S. law enforcement officials and cybersecurity company CrowdStrike (CRWD.O) announced on Tuesday.
U.S. officials said they had seized the web domains hackers used to take over computers to send spam, carry out distributed denial-of-service operations or steal cryptocurrency, while CrowdStrike said it had cut off a network of compromised computers from the mastermind controlling it.
CrowdStrike began dismantling the "botnet" on Monday in front of a live audience at the company’s Day Zero threat intelligence summit in Las Vegas.
The FBI and U.S. Justice Department said in a pair of statements issued on Tuesday that the operation had been carried out in coordination with European law enforcement and other organizations.
"Cybercriminals, botnets, and malware are a clear and present danger to our nation’s security and economy,” First Assistant United States Attorney Bill Essayli said in a statement announcing the move.
Although it has in recent years been overshadowed by more disruptive ransom-seeking cybercriminals, Sality, first spotted in 2003, remains one of the internet’s longest-running cybercriminal enterprises.
The Justice Department said it was based out of Russia but did not provide further detail. The Russian Embassy in Washington did not immediately respond to a request for comment.
Sality's peer-to-peer architecture meant it could receive commands through a diffuse network of compromised machines, making it particularly resistant to law enforcement action.
But CrowdStrike said in a blog post published on Tuesday that it turned that strength against Sality by seeding the network with bogus information that tricked the botnet's components into cutting themselves off from their creator.
CrowdStrike researcher Tillmann Werner said that reverse-engineering the botnet's structure, finding weak points and building the infrastructure needed to knock it down had required painstaking work.
"This was the most complex botnet takeover we have ever done," Werner told Reuters. "This was built to be resilient. It was built to survive takedown or takeover. I think that's the reason it's been around for so long."
David Watson, director of nonprofit security group The Shadowserver Foundation, which was also involved in the takedown, said Sality was "quite old-school" but could still be dangerous.
“It's still a vector into a lot of organizations,” Watson said.
He said the next step would be to see what, if anything, Sality's creator, who has yet to be publicly identified, did to regain control of or re-create the botnet.
“What does he do?” Watson said. “Does he fight back?”
Americké akciové indexy uzavřely úvodní seanci nového měsíce v negativním teritoriu v čele s technologickým Nasdaqem, který odepsal více než 1 %. Širší index S&P500 ztratil přes 0,7 % a tradiční index Dow Jones bezmála 0,8 % na pozadí zvýšeného geopolitického napětí na Blízkém východě, posunující cenu ropy (+5,6 %) nad hladinu 90 USD/barel. Vedle akcií se nedařilo ani dluhopisům, které oslabily napříč splatnostmi. Výnos 10letého vládního bondu končil téměř na úrovni 4,8 % (vs. 4,76 % včera). Ztrátový den vykázaly také drahé kovy. Zlato odepsalo 2,7 % se závěrem na 4328 USD/oz, stříbro pak o 3,6 % na 64,1 USD/oz.
Závěrečné hodnoty:
Dow Jones -0,79 % na 52767,59 b.
S&P 500 -0,71 % na 7631,54 b.
Nasdaq Composite -1,03 % na 26099,77 b.
Index S&P 500 -0,71 % na 7631,54 b. Nejsilnější sektory S&P Změna Nejslabší sektory S&P Změna Energie +1,5 % Zbytná spotřeba -1,9 % Utility +0,8 % Průmysl -1,4 % Zdravotní péče +0,7 % Základní materiály -1,4 % Nejsilnější akcie S&P Změna Nejslabší akcie S&P Změna Moderna (MRNA) +9,9 % Axon Enterprise (AXON) -8,5 % Edison International (EIX) +8,9 % Cadence Design Systems (CDNS) -7,6 % PG&E Corp (PCG) +6,0 % Interactive Brokers Group (IBKR) -7,1 % HP (HPQ) +4,3 % Crowdstrike Holdings (CRWD) -6,9 % CF Industries Holdings (CF) +4,3 % Dell Technologies (DELL) -6,9 %
David Lamač
Fio banka, a.s.
Prohlášení
Fal.Con 2026, Las Vegas-- [url="]CrowdStrike[/url] (NASDAQ: CRWD) today introduced [url="]Falcon Guardian[/url], the new AI Detection and Response (AIDR) solu
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
View source version on businesswire.com: https://www.businesswire.com/news/home/20260901951891/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 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/
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AUSTIN, Texas & NEW YORK & LAS VEGAS--(BUSINESS WIRE)--Fal.Con 2026 – CrowdStrike (NASDAQ: CRWD) today announced that Ernst & Young LLP (EY US) has selected CrowdStrike as an accelerator to the Trust Layer of EY.ai Value Blueprints, integrating the Falcon® platform into EY's AI transformation framework to help organizations build, scale, and secure enterprise AI. AI is transforming the enterprise while reshaping the threat landscape. As organizations move from AI experimentation to enterpri.
AUSTIN, Texas & LAS VEGAS--(BUSINESS WIRE)--Fal.Con 2026 - CrowdStrike (NASDAQ: CRWD) today announced new Falcon® platform capabilities across Google Cloud's enterprise AI ecosystem to help support organizations building, deploying, and operating enterprise AI on Google Cloud.CrowdStrike is expanding Falcon® Guardian through Google Agent Gateway, bringing AI runtime protection to enterprise AI applications built on Google Cloud. The integration helps organizations identify and stop AI runtime ri.
CrowdStrike's (CRWD) huge quarter shows Ian Tien that the cybersecurity space is here to stay. The big question he poses for forward momentum: how will companies contain threats AI agents pose?
CrowdStrike Holdings Inc. (NASDAQ:CRWD) shares are dropping on Tuesday as software stocks broadly pull back amid rising bond yields tied to inflation concerns and climbing oil prices, though the move may also reflect a natural cooldown after the stock’s sharp post-earnings run.
CrowdStrike Holdings stock is feeling bearish pressure. What’s weighing on CRWD shares? Rising Yields And Oil Prices Weigh On Software StocksBond markets pushed the 10-year Treasury yield up to 4.80% Tuesday, its highest mark since January 2025, while the 30-year climbed to 5.25%, even though the Treasury Department moved back in August to double the size of its long-dated bond buybacks in a bid to keep borrowing costs in check. That effort hasn’t been enough to offset pressure from inflation still running hotter than the Fed would like, paired with a federal deficit that keeps expanding, with total U.S. debt now exceeding $40 trillion.
Crude prices climbed too, with Brent up more than 4% and WTI gaining nearly 3%, after Iran’s president signaled Tehran would respond if Washington upheld a temporary agreement the two countries signed in June, a comment that followed the first direct military clash between the two countries since late July. Higher yields typically hit growth and software names especially hard, since pricier borrowing makes investors value distant future profits less today.
CrowdStrike’s Pullback Follows a Record Quarter and More Price Target HikesCrowdStrike’s decline also comes after a sharp run higher following its second-quarter report, which CEO George Kurtz described as “the best quarter in CrowdStrike’s history.”
The cybersecurity firm topped Wall Street’s targets on both lines, pulling in $1.47 billion in revenue against a $1.44 billion estimate while adjusted profit landed at 31 cents a share versus the 29-cent consensus. Annual recurring revenue climbed to $5.84 billion, and management lifted its full-year outlook to a revenue range of $5.99 billion to $6.01 billion alongside adjusted earnings guidance of $1.25 to $1.26 per share.
Wall Street kept raising the bar for CrowdStrike in the days that followed. Truist Securities lifted its target to $300 on Sept. 1, Argus Research raised its target to $425 on Aug. 28, and Wells Fargo raised its target to $235 the same day, with CrowdStrike carrying an average price target of $243.07 and an overall Buy rating on Wall Street. Given that wave of positive analyst action, today’s pullback may reflect profit-taking after the stock’s post-earnings surge rather than a shift in sentiment toward the company itself.
Palo Alto Networks Reports Tonight, Offering Another Cybersecurity ReadThat same demand story gets tested again tonight, when fellow cybersecurity company Palo Alto Networks Inc (NASDAQ:PANW) unveils its own fourth-quarter numbers after markets close, hoping the results help push its shares back toward record territory.
Wall Street is projecting $3.35 billion in revenue, a figure that would top every prior quarter in the company’s history, alongside earnings of 98 cents per share. Palo Alto has cleared Wall Street’s revenue bar for 11 consecutive quarters running and has beaten profit expectations in eight of its last ten.
CRWD Shares Are FallingCRWD Price Action: CrowdStrike shares were down 7.32% at $214.10 at the time of publication on Tuesday, according to Benzinga Pro.
Americké akciové indexy úvodní zářijové seanci ztrácí v čele s technologickým Nasdaqem, který odepisuje 1 %, širší index S&P500 oslabuje o téměř 0,7 % a tradiční index Dow Jones o 0,8 %.
Děje se tak na pozadí opětovně zvýšeného geopolitického napětí na Blízkém východě. Nová vlna ostřelování iránských cílů v oblasti Hormuzského průlivu ze strany USA se přetavuje ve výrazný růst ceny ropy. Ta aktuálně atakuje hladinu 90 USD se ziskem téměř 5 %. Současně posunuje tržní výnosy na vyšší úrovně a apetit k rizikovým aktivům slábne, notabene v historicky slabším měsíci září.
Výnos 10letého vládního bondu se posunul k hladině 4,8 %, stahují se tak mračna na prudší zvyšování úrokových sazeb v USA. Aktuálně jsou do ledna zaceněna již téměř 2 zvýšení, v součtu tedy posun o 50 bazických bodů výše. Další růst dlouhodobých výnosů by mohl zesílit tlak na Trumpovu administrativu k přijetí dalších opatření. Americké ministerstvo financí vedené S. Bessentem již oznámilo zdvojnásobení objemu zpětných odkupů desetiletých až třicetiletých státních dluhopisů, oficiálně s cílem podpořit likviditu trhu.
Dnes oslabuje i další třída aktiv, a to drahé kovy. Zlato odepisuje 2,5 % na 4337,2 USD, stříbro ztrácí dokonce 3,2 % na 64,4 USD/oz.
Sektorově dnes logicky září energie s více než 1% ziskem. Výrazné ztráty naopak vykazuje segment zbytných statků (-1,9 %) a průmyslové společnosti.
Na korporátní úrovni dnes nejhorší výkonnost zaznamenává výrobce bezpečnostních technologií pro policii či záchranné složky, spol. Axon Enterprise (AXON -8,2 %) bez významných kurzotvorných zpráv. Předchozí tučné zisky koriguje také přední společnost se zaměřením na kyberbezpečnost, spol. Crowdstrike (CRWD -7,2 %) s našponovanou valuací. V čele růstu se dnes drží Moderna (MRNA +6,3 %), při pokračujícím zájmu investorů po nedávném zveřejnění závěrů studie protinádorové vakcíny. Solidní výkonnost zaznamenávají také akcie technologického gigantu Apple (AAPL +2,2 %) poté, co vedení společnosti převzal John Ternus, jenž nahradil Tima Cooka, který firmu úspěšně vedl od roku 2011, kdy ve funkci vystřídal spoluzakladatele Steva Jobse.
Index S&P 500 -0,69 % na 7633,16 b. Nejsilnější sektory S&P Změna Nejslabší sektory S&P Změna Energie +1,4 % Zbytná spotřeba -1,9 % Zdravotní péče +0,6 % Průmysl -1,5 % Nezbytná spotřeba +0,5 % Informační technologie -1,1 % Nejsilnější akcie S&P Změna Nejslabší akcie S&P Změna Moderna (MRNA) +6,3 % Axon Enterprise (AXON) -8,2 % GoDaddy (GDDY) +4,0 % Crowdstrike Holdings (CRWD) -7,2 % Mosaic (MOS) +3,7 % Cadence Design Systems (CDNS) -7,1 % Howmet Aerospace (HWM) +3,7 % Ciena Corp (CIEN) -6,7 % S&P Global (SPGI) +3,5 % Palo Alto Networks (PANW) -6,1 %
David Lamač, Fio banka, a.s.
CrowdStrike just announced a landmark partnership milestone from its own conference stage, yet the stock is cratering anyway. The reason behind the selloff has nothing to do with the company's business, and everything to do with a market force now…
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Software stocks are selling off Tuesday morning even as the sector’s flagship name uses its own conference stage to broadcast a milestone deal, a split that points to multiples rather than fundamentals as the driver. CrowdStrike Holdings (NASDAQ:CRWD | CRWD Price Prediction) stock is down 7% to $214.56 this morning even as the company said it had crossed $2 billion in lifetime total contract value with cybersecurity partner Optiv.
The pullback follows a very steep run for the security leader. CrowdStrike stock was up 97% year to date through Monday’s close, one of the sharpest large-cap technology gains of 2026. Meanwhile, Palo Alto Networks (NASDAQ:PANW) stock is down 6% to $360.81, and ServiceNow (NYSE:NOW) stock is down 3% to $143.30 in sympathy with the same pattern.
Two funds sharpen the contrast. The iShares Expanded Tech-Software Sector ETF (NYSEARCA:IGV) is down 3% to $106.95. However, the Invesco QQQ Trust (NASDAQ:QQQ) is down 0.9% to $710.30, evidence that software is being sold specifically rather than large-cap technology broadly.
Fal.Con 2026 Milestone Meets Session Selloff The catalyst arriving from CrowdStrike today reads as a positive event. CrowdStrike and Optiv announced from Fal.Con 2026, CrowdStrike’s own conference now underway, that the two partners have surpassed $2 billion in lifetime total contract value as organizations standardize on the Falcon platform. CrowdStrike said the milestone arrived in less than half the time it took to reach their first $1 billion, a pace that speaks to expanding platform adoption rather than any slowdown.
Chief Business Officer Daniel Bernard said organizations are standardizing on the Falcon platform because cybersecurity “is not about managing more products but about achieving better outcomes.” That’s a demand signal landing in a session where CrowdStrike stock is falling hard, and Fal.Con news typically supports the stock rather than the reverse. The selling therefore locates itself in what investors will pay for that growth, in the multiple rather than in the underlying business.
A Valuation Reset Meets Rising Yields CrowdStrike entered Tuesday’s session after a very large gain, and a stock up 97% year to date carries a valuation that reprices quickly when the discount rate moves. A global bond selloff has lifted the 10-year Treasury note yield to 4.8%, above its highest level of the past year of 4.8% recorded on July 31, 2026. Long-duration software multiples are the most sensitive to that kind of shift, because their earnings sit further out in time.
The picture is straightforward when the driver is macro rather than company-specific. CrowdStrike’s demand commentary and platform metrics look fine, and Palo Alto Networks is scheduled to report its fiscal fourth quarter after the close Tuesday. Today’s move reads as profit taking combined with a multiple compression in high-priced software, a valuation story rather than an operating one.
The distinction matters because it changes what a recovery looks like for CrowdStrike and Palo Alto Networks. Should the driver be yields and positioning, a stabilization in bonds would relieve pressure on the most expensive names first (riding a run like CrowdStrike’s 97% year-to-date gain works only when the exit is planned, which is the whole point of our free bubble survivor’s handbook). A business-driven decline instead would depend on execution and quarterly delivery for the group to heal.
Software Sells Off Harder Than Tech The pairing that matters this morning is IGV against QQQ. The software sector fund is falling several times harder than the NASDAQ 100 benchmark, and the two most expensive names in the group, CrowdStrike and Palo Alto Networks, are falling harder still than their own sector fund. Software’s higher multiples and greater rate sensitivity are showing up in price action today just as history would predict.
ServiceNow’s decline is smaller but fits inside the same pattern, a rotation out of high-multiple software specifically. The table below sets Tuesday morning’s moves against Monday’s closes for the featured names and the two funds.
Ticker Session Move Context CRWD Down 7% to $214.56 Was up 97% year to date through Monday PANW Down 6% to $360.81 Fiscal Q4 report due after the close NOW Down 3% to $143.30 Selling with the group IGV Down 3% to $106.95 Software sector fund QQQ Down 0.9% to $710.30 Large-cap technology benchmark What to Watch Next The unresolved question for CrowdStrike and its software peers is whether today’s de-rating stops at a valuation reset or begins to price in slower growth. Yields sitting near cycle highs, crowded long positioning coming into September, and a sector that has led year to date all combine to make the setup fragile even when the operating news reads well. The demand data itself, from CrowdStrike’s Optiv milestone to Palo Alto’s pipeline commentary earlier this year, hasn’t softened.
Investors can watch for signs that long-term yields ease off their recent peak, which would take pressure off the highest-multiple software names first. Traders may want to check for follow-through selling in IGV relative to QQQ through the afternoon, since the sector fund is the cleaner tell than any single stock. Palo Alto Networks reports fiscal fourth-quarter results after the close, and position sizes in richly valued software should stay modest until the multiple-compression question resolves.
Contact [email protected] for any questions or corrections.
AUSTIN, Texas & LAS VEGAS--(BUSINESS WIRE)--Fal.Con 2026, Las Vegas-- CrowdStrike (NASDAQ: CRWD) today introduced Falcon® Guardian, the new AI Detection and Response (AIDR) solution delivering complete visibility and runtime enforcement from the endpoint, where AI agents execute and across the enterprise. Deployed across hundreds of millions of devices, CrowdStrike has more endpoint real estate than anyone. That structural advantage now defines AI agent security. “CrowdStrike pioneered EDR by m.
AUSTIN, Texas & LAS VEGAS--(BUSINESS WIRE)--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 w.
AUSTIN, Texas & LAS VEGAS--(BUSINESS WIRE)--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 Unl.
AUSTIN, Texas and LAS VEGAS--(BUSINESS WIRE)--Fal.Con 2026--CrowdStrike (NASDAQ: CRWD) and Optiv today announced they have surpassed $2 billion in lifetime total contract value (TCV) as organizations standardize on the CrowdStrike Falcon® platform. The milestone – which came in less than half the time it took the companies to reach their first $1 billion – reflects a broader shift in how organizations buy cybersecurity. As enterprises consolidate security and modernize operations, they're incre.
Wall Street analysts are upping bullishness in Microsoft (MSFT), seen in BofA's lates price target hike. Diane King Hall explains why the firm sees the Mag 7 giant as one that can capitalize on AI growth, a view shared by Truist on CrowdStrike (CRWD).
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.
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.
Google Cloud availability, Snowflake Marketplace access, Falcon IQ, and twelve new QuiltWorks data sources Summary
CrowdStrike put Falcon on Google Cloud and will sell it through Snowflake Marketplace, letting customers buy with budget committed elsewhere.
CrowdStrike Holdings CRWD rose 4.27% intraday after a run of announcements at its Fal.Con conference, starting with news that the Falcon platform now runs on Alphabet's GOOGL Google Cloud infrastructure in the US, with more regions planned. "Every enterprise has become a multi-cloud organization," said chief business officer Daniel Bernard. Running Falcon on regional infrastructure also addresses data sovereignty requirements, which has become a live constraint for customers moving AI workloads.
Falcon will also be available through Snowflake SNOW Marketplace, and customers can apply pre-committed Snowflake capacity toward it under the Marketplace Capacity Drawdown program. Federated search will pull Snowflake data into Falcon investigations without moving it. That turns an existing data warehouse commitment into a procurement route for security software.
On the product side, CrowdStrike launched Falcon IQ, built on Nvidia NVDA Nemotron open models and Charlotte AI AgentWorks, with more than 50 agents handling assessment, prioritization and remediation for partners. It also expanded Project QuiltWorks to ingest data from twelve vendors including Zscaler ZS, Netskope NTSK, Rubrik RBRK and HackerOne into Falcon Next-Gen SIEM. CrowdStrike says in-pipeline filtering cuts storage costs by up to 50%.
Disclosures I am/we currently own positions in the stocks mentioned, and have NO plans to sell some or all of the positions in the stocks mentioned over the next 72 hours.
Shares of CrowdStrike (CRWD +5.77%) furthered their ascent on Monday, as investors' excitement about the artificial intelligence (AI)-powered cybersecurity leader's growth potential reached a fevered pitch.
Image source: Getty Images.
The AI sentinel CrowdStrike's Falcon platform uses AI to provide real-time threat detection, instant protection, and automated remediation. Companies are increasingly using Falcon to secure their devices and cloud computing workloads to guard their most sensitive data from AI-driven attacks.
CrowdStrike's business, in turn, is booming.
Its annual recurring revenue (ARR) jumped 25% year over year to $5.8 billion as of July 31. The cyber guardian turns about a quarter of those sales into free cash flow, including $377 million in its most recent quarter.
"The Falcon is soaring," CEO George Kurtz said.
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AI security is becoming increasingly vital Management sees more gains ahead. CrowdStrike estimates that its total addressable market will grow from $149 billion in 2026 to $325 billion by 2030, fueled by soaring demand for AI cybersecurity solutions.
"Every enterprise will run on AI, and securing it is the largest market opportunity in our history," Kurtz said.
New partnerships should accelerate the AI guardian's growth. CrowdStrike announced on Monday that its Falcon platform is now available on Alphabet's Google Cloud infrastructure and Snowflake's marketplace. These collaborations will expand CrowdStrike's access to more potential customers and make it easier for existing clients to interact with its AI security tools.
Joe Tenebruso has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet, CrowdStrike, and Snowflake. The Motley Fool has a disclosure policy.
AUSTIN, Texas & LAS VEGAS--(BUSINESS WIRE)--Fal.Con 2026 — CrowdStrike (NASDAQ: CRWD) today announced its new AI Partner Specialization within the CrowdStrike Accelerate Partner Program, advancing a new ecosystem model for securing the agentic enterprise. As AI moves from experimentation into the core of business operations, enterprises need more than individual security point products. They need a trusted ecosystem spanning the infrastructure, models, data, applications, identity, development.
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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Analyst’s Disclosure: I/we have a beneficial long position in the shares of CRWD either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
AUSTIN, Texas & LAS VEGAS--(BUSINESS WIRE)--Fal.Con 2026--CrowdStrike (NASDAQ: CRWD) today launched CrowdStrike Falcon IQ. Project QuiltWorks set the standard for securing frontier AI risk, uniting the cybersecurity ecosystem to secure every layer of exposure. Falcon IQ operationalizes and productizes that standard at machine speed. It makes it easier than ever before for CrowdStrike partners to drive more platform adoption and security transformation. "Falcon IQ changes the economics of securi.
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.
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AUSTIN, Texas & LAS VEGAS--(BUSINESS WIRE)--Fal.Con 2026--CrowdStrike (NASDAQ: CRWD) today expanded Project QuiltWorks across the tech ecosystem, integrating real-time data from Abnormal AI, Artemis Security, AttackIQ, ExtraHop, HackerOne, Horizon3, Netskope, Picus Security, Rubrik, SafeBreach, Terra Security, and Zscaler into Falcon® Next-Gen SIEM. QuiltWorks extends its ecosystem advantage, uniting the industry to secure every layer of frontier AI risk – with the full data picture in play. “C.
AUSTIN, Texas & LAS VEGAS--(BUSINESS WIRE)--Fal.Con 2026--CrowdStrike (NASDAQ: CRWD) today announced a new collaboration with Snowflake to bring AI-native security and enterprise data together at scale. The AI-native CrowdStrike Falcon® platform will be available through Snowflake Marketplace, enabling customers to apply pre-committed Snowflake capacity toward Falcon through the Marketplace Capacity Drawdown (MCD) program, and creating a faster, more flexible path to AI-native security. CrowdSt.
