Core Insights - The advancement of AI is driving a strong demand for next-generation cybersecurity solutions, highlighting the importance of companies like CrowdStrike Holdings, Inc. [1] Company Overview - CrowdStrike Holdings, Inc. is positioned as a key player in the cybersecurity sector, particularly as AI technologies continue to evolve [1]

Group 1 - The cybersecurity sector is viewed as highly attractive for long-term investment, with potential for even greater appeal in the next decade [1] Group 2 - The article is intended for a wide audience, from beginners to advanced readers, focusing on clear and reasoned analysis of stocks [2] Group 3 - The author has a beneficial long position in OKTA shares, indicating a personal investment interest in the company [3]

Market Analysis by covering: Alphabet Inc Class A, Amazon.com Inc, Micron Technology Inc, CrowdStrike Holdings Inc. Read 's Market Analysis on Investing.com ...

Key Takeaways U.S. military action of capturing Venezuela's leadership triggers a major geopolitical shock globally.Venezuela's oil impact is limited, as it produces about 1% of global supply and Chevron's exposure is small.Defense, cybersecurity tech & healthcare stocks stand to benefit from higher security spending and stability.The year 2026 has started in an unusually volatile way. The United States’ recent military action to capture Venezuela, home to the world’s largest proven oil reserves, has come a ...

Key Takeaways CRWD's Falcon Flex ARR topped $1.35B in Q3 fiscal 2026, growing more than 200% year over year.Falcon Flex is driving larger deals, including multiple eight-figure contracts tied to SIEM and AI modules.Re-Flex activity surged, with several customers signing new deals at more than twice their original spend.CrowdStrike’s (CRWD) Falcon Flex subscription model is becoming a key driver of the company’s growth. In the third quarter of fiscal 2026, management said that more customers are choosing Fle ...

Listen and subscribe to Opening Bid Unfiltered on Apple Podcasts, Amazon Music, Spotify, YouTube, or wherever you find your favorite podcasts. Winning on and off the grid is the daily focus of CrowdStrike (CRWD) founder and CEO George Kurtz. Kurtz is an accomplished endurance racer with a passion for driving Mercedes AMG cars. That recently led him to purchase a minority interest in the Mercedes F1 team, which CrowdStrike has sponsored, for a cool $300 million. It's an incredible marrying of Kurtz's pub ...

Core Insights - Palantir and CrowdStrike are identified as two of the most expensive AI stocks, with investor concerns primarily focused on valuation despite a general interest in AI stocks for 2026 [1] Palantir Technologies - Palantir's stock trades at a forward price-to-sales (P/S) ratio of 67 times 2025 analyst estimates and 49 times 2026 consensus, significantly exceeding the median enterprise value-to-sales multiple of around 20 times for software stocks in 2021 and 2022 [2] - The company has experienced accelerating revenue growth, reaching 63% last quarter, driven by increased adoption of its Artificial Intelligence Platform (AIP) among U.S. commercial customers [4] - Palantir's customer count increased by 45% in Q3 2025, and its net dollar retention rate is at 134%, indicating strong growth from existing customers [5] - The U.S. government, as Palantir's largest customer, is also expanding its contracts as it modernizes its defense and intelligence capabilities [6] - Despite its growth potential, the stock is considered overvalued, with historical examples of major tech companies experiencing significant stock price declines before eventual recoveries [7] CrowdStrike - CrowdStrike's stock trades at a forward P/S multiple of nearly 25 times the fiscal 2026 consensus and 20 times fiscal 2027 forecasts, raising concerns about its valuation [10] - The company's annual recurring revenue (ARR) growth had been decelerating but accelerated to 23% last quarter, while total revenue rose 22% [11] - The introduction of the Falcon Flex licensing model has significantly boosted ARR for customers adopting it, with some seeing their ARR triple in Q3 [12] - For CrowdStrike to justify its current valuation, revenue growth needs to accelerate to the 30% range and maintain that level [13]

Core Insights - The cybersecurity market is projected to grow at a steady CAGR of 13.8% from 2026 to 2034, making it a promising sector for investment [2] Company Summaries CrowdStrike - CrowdStrike offers a cloud-native platform called Falcon, which eliminates the need for on-site appliances, making it easier to scale and maintain [4] - The company serves over 30,000 subscription customers, including 70 of the Fortune 100, with 49% of customers adopting at least six modules [6] - Analysts expect CrowdStrike's revenue and adjusted EPS to grow at a CAGR of 22% and 17% from fiscal 2025 to fiscal 2028 [7] Zscaler - Zscaler specializes in "zero trust" services and does not require appliance installations, securing over 500 billion transactions daily [7] - The company plans to expand its enterprise and public sector deployments and enhance its AI-powered ZDX Copilot platform [9] - Analysts project Zscaler's revenue and adjusted EPS to grow at a CAGR of 21% and 18% from fiscal 2025 to fiscal 2028 [10] Palo Alto Networks - Palo Alto Networks serves over 70,000 enterprise customers globally and has three main platforms: Strata, Prisma, and Cortex [11] - The company is acquiring CyberArk for $25 billion and Chronosphere for $3.35 billion to enhance its capabilities [12][13] - Analysts expect Palo Alto's revenue and adjusted EPS to grow at a CAGR of 14% and 13% from fiscal 2025 to fiscal 2028, with potential for higher growth due to acquisitions [14]

Insider selling can send chills, especially when it involves a high-growth tech stock like CrowdStrike Holdings (CRWD). Recently, several executives and key insiders have trimmed their CRWD positions from co-founder and leadership stock sales to smaller, yet noticeable, executive share reductions, sparking fresh debate on whether this signals a shift in conviction or simply routine liquidity events. CrowdStrike insiders sold shares last week totaling roughly $38.81 million, with CEO George Kurtz’s transa ...

CrowdStrike cybersecurity emblem glows in a digital grid backdrop, underscoring strength in cloud defense. Key Points CrowdStrike’s growth and cash flow remain strong, but the stock’s valuation leaves little room for disappointment. A post-earnings pullback looks more like a “reset” than a breakdown, yet momentum can stay weak longer than expected. In 2026, the debate shifts from product quality to price paid: competition and market rotation could cap upside. Interested in CrowdStrike? Here are five s ...