CrowdStrike entered Q2 showing accelerating net new Annual Recurring Revenue (ARR) and increased adoption of its software modules, supported by its Falcon Flex business model. The company’s guidance suggests continued software revenue growth and significant margin expansion, partly due to changes in deferred-commission amortization. Despite a 110% stock rally over five months, the main question investors face is about the stock’s valuation rather than the company’s business health. This reflects confidence in CrowdStrike's growth but caution about its market price.
CrowdStrike shares fell 7% and Palo Alto Networks dropped 5% amid broad tech selling, despite Truist raising CrowdStrike's price target to $245. Truist favors smaller cybersecurity firms Rubrik and SailPoint, which focus on identity and data security...
CrowdStrike is set to report its Q2 fiscal 2027 earnings on August 26, with investors focused on whether its AI-enhanced Falcon Flex platform can sustain strong growth. Despite a recent 19% stock rally, BofA Securities notes that the company must exc...
Rep. Josh Gottheimer disclosed purchases of shares in three cybersecurity companies—CrowdStrike, Palo Alto Networks, and SailPoint—through a managed investment account. These companies provide critical security services to federal agencies, raising q...
CrowdStrike, a leading cybersecurity firm, has seen its stock price increase by 85% year-to-date, reaching a market cap over $220 billion. Investment firm Cowen & Co. reiterated a "Buy" rating and raised the price target to $235, citing strong financ...
