Latest news with #CrowdStrikeHoldings
Yahoo
16 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
13-06-2025
- Business
- Yahoo
Exploring 3 High Growth Tech Stocks In The US Market
The United States market has shown a positive trajectory, climbing 1.6% in the last week and rising 12% over the past year, with earnings projected to grow by 14% annually in the coming years. In this context of robust growth, identifying high-growth tech stocks involves looking for companies that demonstrate strong innovation and adaptability within this dynamic economic landscape. Name Revenue Growth Earnings Growth Growth Rating Super Micro Computer 26.38% 39.09% ★★★★★★ Mereo BioPharma Group 53.63% 66.57% ★★★★★★ Alvotech 29.03% 53.53% ★★★★★★ Ardelyx 20.78% 59.46% ★★★★★★ TG Therapeutics 26.46% 38.75% ★★★★★★ AVITA Medical 27.36% 60.93% ★★★★★★ Alkami Technology 20.54% 76.67% ★★★★★★ Alnylam Pharmaceuticals 23.63% 60.71% ★★★★★★ Ascendis Pharma 35.14% 60.18% ★★★★★★ Lumentum Holdings 22.99% 103.97% ★★★★★★ Click here to see the full list of 231 stocks from our US High Growth Tech and AI Stocks screener. We're going to check out a few of the best picks from our screener tool. Simply Wall St Growth Rating: ★★★★★☆ Overview: CrowdStrike Holdings, Inc. offers cybersecurity solutions both in the United States and internationally, with a market capitalization of approximately $118.89 billion. Operations: With a revenue of $4.14 billion from its Security Software & Services segment, CrowdStrike Holdings focuses on delivering cybersecurity solutions globally. CrowdStrike's recent collaboration with NVIDIA to integrate Falcon® Cloud Security with NVIDIA universal LLM NIM microservices marks a significant advancement in AI-driven cybersecurity. This partnership not only enhances protection across hybrid and multi-cloud environments but also positions CrowdStrike at the forefront of securing Enterprise AI factories, crucial as AI risks like data poisoning and sensitive data leakage escalate. With this strategic move, CrowdStrike demonstrates its commitment to innovation by embedding comprehensive lifecycle protections for over 100,000 LLMs, ensuring robust security from development through deployment. This initiative reflects CrowdStrike's proactive approach in adapting to the evolving threat landscape, offering enterprises enhanced capabilities to safeguard their critical AI applications effectively. Click here to discover the nuances of CrowdStrike Holdings with our detailed analytical health report. Review our historical performance report to gain insights into CrowdStrike Holdings''s past performance. Simply Wall St Growth Rating: ★★★★★★ Overview: Palantir Technologies Inc. develops software platforms for intelligence and counterterrorism operations globally, with a market cap of $321.87 billion. Operations: The company generates revenue primarily through its two segments: Commercial, which brought in $1.39 billion, and Government, with $1.72 billion. Palantir Technologies has demonstrated a robust growth trajectory, with earnings surging by 91.2% over the past year, significantly outpacing the software industry's average of 20.5%. This growth is underpinned by strategic partnerships aimed at enhancing digital transformation across various sectors, such as the recent collaboration with Fedrigoni to optimize stock management and demand forecasting. Looking ahead, Palantir's revenue is projected to grow at an annual rate of 22.4%, bolstered by its innovative AI solutions and strategic alliances that expand its operational capabilities in critical sectors like healthcare and manufacturing. These efforts are not only enhancing Palantir's market position but also driving substantial financial performance improvements, evidenced by a forecasted annual earnings growth of 30.6%. Get an in-depth perspective on Palantir Technologies' performance by reading our health report here. Evaluate Palantir Technologies' historical performance by accessing our past performance report. Simply Wall St Growth Rating: ★★★★★☆ Overview: Reddit, Inc. operates a digital community platform both in the United States and internationally, with a market cap of approximately $21.23 billion. Operations: The company generates revenue primarily from its role as an Internet Information Provider, amounting to approximately $1.45 billion. Reddit's strategic focus on enhancing its AI capabilities is reflected in its significant R&D investment, which has grown to represent 18% of its total revenue, up from 15% two years ago. This investment is pivotal as the company transitions more deeply into AI-driven platforms, aligning with industry shifts towards more personalized and interactive online experiences. Recent financials underscore this direction with a notable increase in quarterly sales to $392 million from $243 million year-over-year and a swing to a net income of $26.16 million from a previous net loss. The appointment of Adam Collins as Chief Communications Officer further solidifies Reddit's intent to bolster its role within the tech ecosystem, aiming to enhance both internal strategies and user engagement across its vast network of communities. Delve into the full analysis health report here for a deeper understanding of Reddit. Assess Reddit's past performance with our detailed historical performance reports. Embark on your investment journey to our 231 US High Growth Tech and AI Stocks selection here. Got skin in the game with these stocks? Elevate how you manage them by using Simply Wall St's portfolio, where intuitive tools await to help optimize your investment outcomes. Take control of your financial future using Simply Wall St, offering free, in-depth knowledge of international markets to every investor. Explore high-performing small cap companies that haven't yet garnered significant analyst attention. Fuel your portfolio with companies showing strong growth potential, backed by optimistic outlooks both from analysts and management. Find companies with promising cash flow potential yet trading below their fair value. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include CRWD PLTR and RDDT. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@ Error in retrieving data Sign in to access your portfolio Error in retrieving data
Business Insider
13-06-2025
- Business
- Business Insider
Cybersecurity Leader CrowdStrike (CRWD) Primed for Growth Amid Sprawling AI Arms Race
I've long viewed CrowdStrike Holdings (CRWD) as a high-quality investment. The company's resilience, wide competitive moat, and market-leading cybersecurity solutions make a strong long-term case, despite some operational imperfections. Given its robust fundamentals, I believe now is an opportune time for investors to consider a position in this company. Confident Investing Starts Here: Easily unpack a company's performance with TipRanks' new KPI Data for smart investment decisions Receive undervalued, market resilient stocks right to your inbox with TipRanks' Smart Value Newsletter While broader macroeconomic uncertainty presents some headwinds, the demand for cybersecurity remains as critical as ever. CrowdStrike's recent quarterly results were impressive, reinforcing the company's trajectory of durable and sustainable growth. Recurring Revenue Leads to Happy Shareholders Within the Q1 results mentioned above, net new annual recurring revenue (ARR) was $194 million, exceeding the consensus analyst estimate. ARR is always an essential focus for long-term investors because it shows reliability in cash flows, which leads to compounded returns for shareholders over time. Another key component of CrowdStrike's ARR growth is Falcon Flex, a subscription-based product gaining rapid traction. Falcon Flex reached a total deal value of $3.2 billion, representing a significant increase from the previous year. CrowdStrike also authorized a $1 billion share buyback program. Ultimately, management appears to have confidence that the stock price will increase in the future. These points collectively indicate a strong company with deep and lasting relationships with its customers. Nonetheless, the valuation is undeniably pricey at approximately 24x forward sales. The company is also vulnerable to macroeconomic shifts; any significant downturn in IT spending could temporarily halt momentum. Still, I believe that any weakness in the stock will be a perfect buying opportunity, given the long-term growth horizon. CrowdStrike's Strategic Realignment and Federal Push CrowdStrike recently announced a strategic realignment plan, which includes reducing its headcount by 5%, aiming to make the company more efficient. Initially, layoffs may sound concerning, but this is a smart strategy to increase efficiency through AI-driven automation and maintain a culture of meritocracy. Obviously, top talent will be retained. Another exciting growth opportunity is in the federal market. CrowdStrike obtained FedRAMP High authorization, positioning the company well for profitable federal cybersecurity contracts. Government requirements regarding Zero Trust cybersecurity architectures are a tailwind. These contracts could contribute $100–150 million in annual recurring revenue (ARR) by 2027. If CrowdStrike can capture even a small percentage of this market, it will generate additional revenue, improve margins, and enhance profitability (currently struggling as the chart shows). That said, there are risks to be mindful of. Federal contract cycles are often long and slow, and the Falcon Flex consumption-based model may introduce variability in revenue. Nonetheless, I have faith in management's capability to overcome these challenges. I maintain medium-term expectations that the company will deliver strong growth while consistently expanding its margins. A Worldwide Opportunity with High Customer Value Worldwide scaling and module expansion will be another critical aspect of CrowdStrike's long-term growth horizon. CrowdStrike has a 97% retention rate, and 67% of customers now use five or more security modules. This is clearly a management team obsessed with competing in hyper-growth international operations. It's rare for companies to sustain hyper-growth, but when they do, they often remain in the news and become legendary stocks to own in the long term. Strategic acquisitions are also enhancing its capabilities. CrowdStrike's acquisition of Bionic last year provided much-needed application-level observability features, giving CrowdStrike a considerable lead over competitors like SentinelOne (S) and Palo Alto Networks (PANW). There is no doubt CrowdStrike will continue to maintain that lead through strategic acquisitions and product superiority. CrowdStrike trades around 24x forward sales, or roughly 85x operating cash flow, which isn't cheap. It's productive to spend some time running scenarios here: If CrowdStrike can sustain 20–25% ARR growth, it would be reasonable to assume it could justify the valuation and likely still find strong returns. On the other hand, if a sudden degradation in growth occurs, it would not be out of the question for CrowdStrike's valuation multiples to compress dramatically. Is CrowdStrike a Buy, Sell, or Hold? CrowdStrike has a consensus Moderate Buy rating on Wall Street, based on 27 Buys, eight Holds, and one Sell rating over the past three months. CRWD's average stock price target is $489.76, indicating approximately 3% expected upside over the next twelve months. The near-term return itself looks relatively low, but the long-term return horizon is robust. I would personally wait to buy on a dip, but the stock is well-positioned to continue delivering strong growth for shareholders, regardless of any short-term overvaluation. Toppy Valuation Countered by Long-Term Potential While CrowdStrike may not currently rank among the most attractive investments purely from a valuation standpoint, it remains well-positioned to deliver sustainable long-term returns. Given its strong annual recurring revenue, deep customer relationships, and clear industry leadership, the company deserves a spot on investors' watchlists. A meaningful market pullback could present an excellent entry point. Despite short-term valuation concerns, I remain bullish on CrowdStrike's long-term potential.
Yahoo
13-06-2025
- Business
- Yahoo
CrowdStrike (CRWD) Boosts AI Security With NVIDIA—Here's What It Means
CrowdStrike Holdings, Inc. (NASDAQ:) is one of the . On June 11, the company announced that it will be integrating Falcon® Cloud Security with NVIDIA universal LLM NIM microservices and NeMo Safety in order to provide full lifecycle protection for AI and over 100,000 large language models (LLMs) in collaboration with NVIDIA. Through this integration, customers will be able to safely run and scale diverse LLM applications across hybrid and multi-cloud environments. CrowdStrike Falcon, its AI-powered cybersecurity platform, is helping to secure every stage of AI innovation powered by NVIDIA. Data poisoning, tampering, and sensitive data leakage are some of the many risks models face when LLMs move into production. The integration of the Falcon platform with NVIDIA NIM enables end-to-end protection, helping monitor runtime behavior and power AI-driven detection and response trained on trillions of daily security events and frontline intelligence. 'CrowdStrike pioneered AI-native cybersecurity, and we're defining how AI is secured across the software development lifecycle. This latest collaboration with NVIDIA brings our leadership to the front lines of cloud-based AI – where LLMs are deployed, run, and scaled. Together, we're giving organizations the confidence to innovate with AI, securely and at speed, from code to cloud.' -Daniel Bernard, chief business officer at CrowdStrike. CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is a leader in AI-driven endpoint and cloud workload protection. While we acknowledge the potential of CRWD as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: and Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
13-06-2025
- Business
- Yahoo
CrowdStrike (CRWD) Boosts AI Security With NVIDIA—Here's What It Means
CrowdStrike Holdings, Inc. (NASDAQ:) is one of the . On June 11, the company announced that it will be integrating Falcon® Cloud Security with NVIDIA universal LLM NIM microservices and NeMo Safety in order to provide full lifecycle protection for AI and over 100,000 large language models (LLMs) in collaboration with NVIDIA. Through this integration, customers will be able to safely run and scale diverse LLM applications across hybrid and multi-cloud environments. CrowdStrike Falcon, its AI-powered cybersecurity platform, is helping to secure every stage of AI innovation powered by NVIDIA. Data poisoning, tampering, and sensitive data leakage are some of the many risks models face when LLMs move into production. The integration of the Falcon platform with NVIDIA NIM enables end-to-end protection, helping monitor runtime behavior and power AI-driven detection and response trained on trillions of daily security events and frontline intelligence. 'CrowdStrike pioneered AI-native cybersecurity, and we're defining how AI is secured across the software development lifecycle. This latest collaboration with NVIDIA brings our leadership to the front lines of cloud-based AI – where LLMs are deployed, run, and scaled. Together, we're giving organizations the confidence to innovate with AI, securely and at speed, from code to cloud.' -Daniel Bernard, chief business officer at CrowdStrike. CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is a leader in AI-driven endpoint and cloud workload protection. While we acknowledge the potential of CRWD as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: and Disclosure: None.
