Latest news with #CrowdStrike
Yahoo
4 hours ago
- Business
- Yahoo
Is Most-Watched Stock CrowdStrike (CRWD) Worth Betting on Now?
CrowdStrike Holdings (CRWD) has recently been on list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future. Shares of this cloud-based security company have returned +9.3% over the past month versus the Zacks S&P 500 composite's +0.5% change. The Zacks Security industry, to which CrowdStrike belongs, has gained 3.6% over this period. Now the key question is: Where could the stock be headed in the near term? Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision. Here at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock. Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements. For the current quarter, CrowdStrike is expected to post earnings of $0.83 per share, indicating a change of -20.2% from the year-ago quarter. The Zacks Consensus Estimate has changed -32.3% over the last 30 days. For the current fiscal year, the consensus earnings estimate of $3.5 points to a change of -10.9% from the prior year. Over the last 30 days, this estimate has changed -84.3%. For the next fiscal year, the consensus earnings estimate of $4.72 indicates a change of +34.7% from what CrowdStrike is expected to report a year ago. Over the past month, the estimate has changed +3.8%. Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, CrowdStrike is rated Zacks Rank #3 (Hold). The chart below shows the evolution of the company's forward 12-month consensus EPS estimate: Even though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial. For CrowdStrike, the consensus sales estimate for the current quarter of $1.15 billion indicates a year-over-year change of +19.2%. For the current and next fiscal years, $4.78 billion and $5.8 billion estimates indicate +20.9% and +21.5% changes, respectively. CrowdStrike reported revenues of $1.1 billion in the last reported quarter, representing a year-over-year change of +19.8%. EPS of $0.73 for the same period compares with $0.93 a year ago. Compared to the Zacks Consensus Estimate of $1.1 billion, the reported revenues represent a surprise of -0.1%. The EPS surprise was +10.61%. The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates three times over this period. No investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance. While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price. The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued. CrowdStrike is graded F on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade. The facts discussed here and much other information on might help determine whether or not it's worthwhile paying attention to the market buzz about CrowdStrike. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report CrowdStrike (CRWD) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
a day ago
- Business
- Yahoo
If You'd Invested $10,000 in CrowdStrike Holdings Stock 6 Years Ago, Here's How Much You'd Have Today
Crowdstrike's soaring revenue has powered its stock higher over the last six years. Since 2019, the company's stock has generated a compound annual growth rate (CAGR) of 52%. 10 stocks we like better than CrowdStrike › You never know how things are going to turn out in the stock market. Some stocks go up, some go down, and others move sideways for years at a time. With that in mind, I'll review how a $10,000 investment in CrowdStrike Holdings (NASDAQ: CRWD) stock would have changed over the last six years. To put it simply, a $10,000 investment in CrowdStrike stock in 2019 was a very smart move. After many ups and downs along the way, that initial investment would be worth over $134,000 today. That works out to a total return of more than 1,200%, or a compound annual growth rate (CAGR) of 52%. Compare that to the performance of the benchmark, the S&P 500 (SNPINDEX: ^GSPC), which has generated a total return of 129% over six years, or a CAGR of less than 15%. The biggest reason for CrowdStrike's excellent stock performance is the company's skyrocketing revenue. Since 2019, the company's trailing 12-month revenue has climbed by 1,560% to a total of $4.1 billion. What's more, Wall Street analysts are predicting even more of that explosive growth for the company. According to estimates compiled by Yahoo Finance, CrowdStrike should generate $4.8 billion in revenue this fiscal year (the 12 months ending on Jan. 31, 2026) and $5.8 billion next fiscal year (ending Jan. 31, 2027). While CrowdStrike should continue to benefit from the unending demand for cybersecurity, in general, and its brand of artificial intelligence (AI)-powered cybersecurity, in particular, there are risks to owning the stock. First, it's expensive, with a price-to-sales ratio (P/S) over 28x. Second, the company has struggled to remain consistently profitable. Taken together, these traits make CrowdStrike stock a poor choice for value investors. Nevertheless, for growth-oriented investors, the stock remains compelling, thanks to its high-octane growth and the secular trends of cybersecurity and AI-powered software. As CrowdStrike's last six years have proven, growth alone can deliver big returns for patient investors. Before you buy stock in CrowdStrike, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and CrowdStrike wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $660,821!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $886,880!* Now, it's worth noting Stock Advisor's total average return is 791% — a market-crushing outperformance compared to 174% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 9, 2025 Jake Lerch has positions in CrowdStrike. The Motley Fool has positions in and recommends CrowdStrike. The Motley Fool has a disclosure policy. If You'd Invested $10,000 in CrowdStrike Holdings Stock 6 Years Ago, Here's How Much You'd Have Today was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Business Wire
a day ago
- Business
- Business Wire
U.S. District Court Dismisses Class Action Lawsuit Against CrowdStrike
AUSTIN, Texas--(BUSINESS WIRE)--The U.S. District Court of Western Texas has granted CrowdStrike (NASDAQ: CRWD) a motion to dismiss a consumer class action suit brought by airline passengers who claimed they experienced flight disruptions as a result of a software outage in July 2024. The ruling states that the claims related to airline services are preempted by the federal Airline Deregulation Act (ADA). To prevent a patchwork of inconsistent state laws governing the airline industry, the US Congress included a preemption provision in the ADA, which expressly preempts state-law claims related to airline services. 'That the plaintiffs here bring their suit against CrowdStrike, rather than against the airlines themselves, does not prevent ADA preemption,' the US District Court order stated. 'We are grateful for the Court's thoughtful consideration and decision to dismiss this case,' said Cathleen Anderson, chief legal officer at CrowdStrike. About CrowdStrike CrowdStrike (NASDAQ: CRWD), a global cybersecurity leader, has redefined modern security with the world's most advanced cloud-native platform for protecting critical areas of enterprise risk – endpoints and cloud workloads, identity and data. Powered by the CrowdStrike Security Cloud and world-class AI, the CrowdStrike Falcon® platform leverages real-time indicators of attack, threat intelligence, evolving adversary tradecraft and enriched telemetry from across the enterprise to deliver hyper-accurate detections, automated protection and remediation, elite threat hunting and prioritized observability of vulnerabilities. Purpose-built in the cloud with a single lightweight-agent architecture, the Falcon platform delivers rapid and scalable deployment, superior protection and performance, reduced complexity and immediate time-to-value. CrowdStrike: We stop breaches. © 2025 CrowdStrike, Inc. All rights reserved. CrowdStrike and CrowdStrike Falcon are marks owned by CrowdStrike, Inc. and are registered in the United States and other countries. CrowdStrike owns other trademarks and service marks and may use the brands of third parties to identify their products and services.
Yahoo
2 days ago
- Business
- Yahoo
After Plummeting 40%, Where Will UnitedHealth Group Stock Be in 1 Year? Here Is What History Suggests.
UnitedHealth is facing some reputational damage following a series of missteps by the company's management. Its recent share price action is similar to what happened with CrowdStrike last year following a faulty software update in the cybersecurity platform. Historical trends show a clear indication of where beaten-down stocks of quality businesses tend to move over time. 10 stocks we like better than UnitedHealth Group › UnitedHealth Group (NYSE: UNH) has been one of the more interesting case studies in the stock market this year. Many stocks that have witnessed plummeting share prices can point to President Donald Trump's new tariff policies as the culprit. UnitedHealth's 40% decline can be traced to a number of different hiccups, but perhaps ironically, tariff rhetoric hasn't made a direct impact on the company. Let's explore what's going on at UnitedHealth right now and dig into the details on what's driving investors to run for the hills. From there, I'll draw some parallels from other businesses that remind me of UnitedHealth's current situation to help asses where the stock could be one year from now. Over the last month, UnitedHealth investors have received a lot of not-so-great information. For starters, management surprised investors when the company reduced earnings guidance during the first-quarter financial report. Not only is lowering guidance usually met with some level of panic, but the underlying reasons for the decelerating earnings likely caused some investors to seriously question the company's leadership. Essentially, management admitted that forecasts for utilization rates in its Medicare Advantage business as well as reimbursements from its pharmacy benefit management unit weren't anywhere close to reality. The cherry on top of this news was that UnitedHealth CEO Andrew Witty abruptly stepped down and was replaced with its prior chief executive, Stephen Hemsley. I know the details above make it sound like UnitedHealth Group is in a messy situation with no light at the end of the tunnel. But I can't help but draw some parallels between UnitedHealth's situation and that of another market leader, cybersecurity company CrowdStrike. CrowdStrike stock plummeted last July following the discovery of a bug in its software during an update. The ripple effect was that many of CrowdStrike's users experienced widespread outages -- impacting their own operations and customers. At the time, this was a reputational nightmare for CrowdStrike. However, as the chart above shows, CrowdStrike stock is now 113% higher than where it bottomed last July (about one year ago). To be fair, the CrowdStrike example detailed above isn't entirely an apples-to-apples comparison to UnitedHealth. Both companies operate in entirely different end markets. But at a high level, I'd argue both CrowdStrike and UnitedHealth are in the business of selling mission-critical products that are always in demand: cybersecurity and insurance. Taking my analysis one step further, notice what UnitedHealth Group stock shares with the broader price movement of the S&P 500. Over a long time horizon, both the S&P 500 index and UnitedHealth stock increased in value. These trends underscore the idea that even though businesses experience headwinds from time to time, prices continue to rise for quality businesses despite these challenges. Between the CrowdStrike example explored above and the broader movements across the S&P 500, I think that history suggests UnitedHealth Group will move higher in the long run. With that said, I am cautiously optimistic that shares will be much higher in just one year and rebound in a similar fashion to that of CrowdStrike. As the chart above illustrates, UnitedHealth stock is now trading near five-year lows. Similar to what happened with CrowdStrike, I think this price action suggests that expectations around the company's performance are exceedingly low. While 2025 won't be the best year for UnitedHealth from a growth perspective, management anticipates overcoming operational hurdles currently plaguing the company and achieving renewed growth by next year. When you combine the encouraging outlook with the flurry of insiders buying UnitedHealth stock right now, it could be argued that the bad news is already priced in. In my view, if UnitedHealth begins to show any hint of a turnaround, investors could begin pouring back into the stock. As patient investors experienced with CrowdStrike, investing in UnitedHealth stock at its current levels could pay off big time. For these reasons, I think now is a compelling opportunity to buy the dip in UnitedHealth stock and prepare to hold on as the company works through its challenges. Before you buy stock in UnitedHealth Group, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and UnitedHealth Group wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $660,821!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $886,880!* Now, it's worth noting Stock Advisor's total average return is 791% — a market-crushing outperformance compared to 174% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 9, 2025 Adam Spatacco has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends CrowdStrike. The Motley Fool recommends UnitedHealth Group. The Motley Fool has a disclosure policy. After Plummeting 40%, Where Will UnitedHealth Group Stock Be in 1 Year? Here Is What History Suggests. was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Techday NZ
2 days ago
- Business
- Techday NZ
Pure Storage unveils Enterprise Data Cloud & flash upgrades
Pure Storage has announced the launch of its Enterprise Data Cloud platform and a series of flash hardware updates designed to address the demands of modern data management and high-performance workloads. Enterprise Data Cloud platform The newly introduced Enterprise Data Cloud (EDC) aims to simplify data and storage management for organisations, enabling a focus on business outcomes rather than infrastructure concerns. The platform, delivered by Pure Storage, facilitates centralised management of data across on-premises, public cloud, and hybrid environments through a unified control plane. According to the company, the EDC model is intended to combat the fragmentation and inefficiencies often associated with traditional storage solutions, which can result in silos and uncontrolled data sprawl. Pure Storage claims that their approach provides IT teams with agile, efficient, and simplified data governance on a broad scale. Charles Giancarlo, Chairman and Chief Executive Officer, Pure Storage, said: "It's time to stop managing storage and start managing data. With AI increasing the potential value of enterprise data, and cyber-threats imperiling it, data storage architectures and the tools for managing data have not kept pace. Only Pure Storage has innovated an architectural approach that enables enterprise customers to manage their global data estate. Pure Fusion allows customers to create their own global Enterprise Data Cloud empowering them to manage their data with the control, automation and tracking needed to lead in a data-driven world." At the core of the EDC is Pure Fusion, a capability which virtualises storage resources and provides autonomous management. Pure Fusion is embedded within storage arrays, allowing for self-discovery and centralised management across an array fleet, minimising the need for manual configuration. Automation and security enhancements The introduction also brings expanded automation options to Pure Fusion, including workload-aware provisioning of file, block, and object storage across the fleet, and automated workflow orchestration. These features are intended to minimise manual operations, reduce non-compliance risks, and improve application resilience. Workflow orchestration now leverages existing integrations with a range of third-party applications such as Cisco, Microsoft, VMware, ServiceNow, and Slack. Users can deploy pre-defined or custom workflows to automate storage, compute, network, database, and application configuration processes. Security is further strengthened through integrations with partners like Rubrik and CrowdStrike. Rubrik Security Cloud is now integrated with Pure Fusion, enabling automated tagging of backup snapshots and improved cyber recovery in response to detected threats. CrowdStrike's Falcon LogScale, combined with Pure Storage infrastructure, aims to provide high-performance, on-premises log analytics and threat detection. Additional enhancements include new disaster recovery options for VMware workloads via Pure Protect and the general availability of an AI Copilot that provides fleet-level insights across topics such as security, performance, and sustainability. Matt Kimball, Vice President and Principal Analyst at Moor Insights & Strategy, observed, "Pure's Enterprise Data Cloud represents a tangible shift in how enterprises manage data and represents real change at the architectural level. By abstracting the complexity of hybrid environments into a unified, policy-driven platform, Pure is enabling organizations to bring clarity and control to data management at scale. With automation, intelligence, and simplicity built in, Pure is delivering on the vision of an enterprise data cloud in a way that's actionable today. It's a bold, thoughtful approach — and one that sets a new bar for the industry." Flash hardware updates In a parallel announcement, Pure Storage detailed upgrades to its FlashArray and FlashBlade product lines to support performance at larger scales and new storage workloads. The new FlashArray//XL R5 is designed to double Input/Output Operations Per Second (IOPS) per rack unit and increase maximum raw capacity by 50% compared to previous models. Steven Allgeier, Vice President, Distributed Infrastructure Group at Fiserv, commented, "At Fiserv we recognize our customers' urgent need to manage escalating data demands with greater efficiency. With Pure Storage FlashArray, we are able to continuously deliver an optimal all-flash performance with reliability for most mission-critical workloads. We are excited to see the benefits of the next-gen FlashArray//XL R5 and how they will empower our customers to scale for extreme demands." The FlashArray//ST supports latency-sensitive workloads, delivering more than 10 million IOPS per five rack units. Meanwhile, the upgraded FlashBlade//S features controller blades that Pure Storage claims boost performance by up to 30% over competitors in tasks like genome sequencing and AI-driven analysis. Pure Storage has also consolidated its approach to unstructured data by extending object support to FlashArray, allowing block, file, and object management within a single platform. John Colgrove, Founder and Chief Visionary at Pure Storage, said, "In an era where data is king and IT complexity remains a major hurdle to accessing and using data for optimal business value, Pure Storage is once again redefining what's possible for customers. Pure Storage delivers the magic by rejecting the norms we've come to accept for storage infrastructure; they are what's holding us back within this new era of exponential data growth and logarithmic growth of insight value." He added, "Pure Storage was born to disrupt the industry, as we introduced new capabilities to reliably achieve better and better performance at any scale. We are unwavering in our mission to enable our customers' ambitions, providing the most innovative and reliable foundation they need to confidently meet any future challenge or opportunity."
