Core Viewpoint - CrowdStrike Holdings, Inc. is positioned as a leader in the cybersecurity industry, particularly in the AI-driven security market, with a strong focus on innovative cloud-delivered security solutions [1][5] Price Target Trends - The consensus price target for CrowdStrike has been increasing, with the average target rising from $494.12 a year ago to $594.29 last month, indicating a strong bullish outlook from analysts [2][4] - Analysts from Wedbush have set a price target of $600, reflecting positive sentiment and expectations for the stock's performance [2] - Three months ago, the average price target was $552.07, showing significant growth in analyst confidence regarding CrowdStrike's performance [3] Analyst Sentiment - KeyBanc and JPMorgan have also raised their price targets, citing anticipated long-term growth for CrowdStrike [3][5] - The increase in price targets is attributed to the company's robust fundamentals and increasing free cash flow margin, despite its premium valuation [4]

to market on close. Crowd Strike is the earnings headliner that I'll be highlighting tomorrow on Market on Close. Analysts are expected earnings per share of 94 cents on revenue of more than $1.2% billion.CrowdStrike has beat bottom line consensus estimates by at least 10% in eight of the last 10 quarters. So of course that means they are our focus for options corner today. Joining us now here, Rick Dat, our lead market technician here on Schwab Network to take a closer look at Crowd Strike ahead of their e ...

Market Overview - The market is currently 0.6% away from all-time highs as December begins, with investor sentiment remaining in Extreme Fear according to the Blossom Fear and Greed Index, indicating a divergence between price strength and investor psychology [2][4]. Software Earnings - The software earnings season is underway, with major companies like CrowdStrike, SentinelOne, MongoDB, Snowflake, and UiPath set to report this week [5]. - Estimates suggest mid-to-high double-digit revenue growth for CrowdStrike and SentinelOne, while Snowflake is expected to show decelerating but still strong cloud data growth. MongoDB is anticipated to maintain momentum driven by its Atlas platform [6]. Cryptocurrency Market - The cryptocurrency market is showing signs of recovery, with Bitcoin bouncing back from lows around 80k and Ethereum holding near 2600. However, the overall trend remains fragile [7]. - A significant rally in the market would be incomplete without a strong performance from cryptocurrencies, which would need to reclaim major moving averages for Bitcoin and break its downtrend for Ethereum to confirm a bullish setup [10].

Core Insights - Proactive provides fast, accessible, and actionable business and finance news content to a global investment audience [2] - The company focuses on medium and small-cap markets while also covering blue-chip companies and broader investment stories [3] - Proactive's news team delivers insights across various sectors including biotech, mining, oil and gas, and emerging technologies [3] Technology Adoption - Proactive is committed to adopting technology to enhance workflows and content production [4] - The company utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]

CrowdStrike Holdings (NASDAQ:CRWD) could offer a look at how the cybersecurity sector is shaping up once third-quarter financial results are released Tuesday after the market closes.Here are the earnings estimates, what experts are saying, and key items to watch.Earnings Estimates: Analysts expect CrowdStrike to report Q3 revenue of $1.21 billion and earnings per share of 94 cents. That’s up from $1.01 billion, or 93 cents per share, in last year's third quarter, according to Benzinga Pro.The company has be ...

Earnings Results - CrowdStrike Holdings, Inc. is set to release its third-quarter earnings results on December 2, with analysts expecting earnings of 94 cents per share, an increase from 93 cents per share in the same period last year [1] - The consensus estimate for CrowdStrike's quarterly revenue is $1.22 billion, compared to $1.01 billion a year earlier [1] Strategic Alliance - On November 12, CrowdStrike and F5 Inc. announced a strategic alliance that integrates CrowdStrike's Falcon Sensor and OverWatch Threat Hunting into F5's BIG-IP platform [2] - Following the announcement, CrowdStrike shares rose by 1.5%, closing at $509.16 [2] Analyst Ratings - Oppenheimer analyst Ittai Kidron maintained an Outperform rating and increased the price target from $560 to $580 [5] - Stifel analyst Adam Borg maintained a Buy rating and raised the price target from $551 to $600 [5] - Baird analyst Shrenik Kothari maintained a Neutral rating and increased the price target from $490 to $550 [5] - Barclays analyst Saket Kalia maintained an Overweight rating and boosted the price target from $515 to $610 [5] - Morgan Stanley analyst Keith Weiss maintained an Equal-Weight rating and raised the price target from $475 to $515 [5]

Retail investors are prepping for a lighter week of corporate earnings featuring discount retailers, cybersecurity companies and some big tech names. Here’s a look at the companies reporting this week that individual investors will be watching. SNOW stock is moving. See the real-time price action here. Monday, Dec. 1After Market Close:MongoDB Inc. (NASDAQ:MDB) and Credo Technology Group (NASDAQ:CRDO) kick off the week with reports scheduled to be released after Monday’s closing bell. Read Next: Billions Dow ...

Group 1: CrowdStrike - CrowdStrike is experiencing positive momentum with multiple price target hikes from analysts, indicating strong bullish sentiment [1][2][3] - JP Morgan Chase raised its price target to $580 from $500, maintaining an overweight rating, anticipating strong third-quarter results and continued momentum into the next fiscal year [2] - Key Bank also increased its target to $570 from $510, while Wedbush reiterated a price target of $600, highlighting CrowdStrike as the "golden standard of cyber" [3][4] - Analysts believe the revenue estimate of over $1.2 billion for the third quarter is easily beatable due to CrowdStrike's agent security strategy [4] - Year-over-year comparisons show improved performance as CrowdStrike recovers from previous outages, positioning it favorably in the market [5] Group 2: Snowflake - Snowflake's stock has been a strong performer, up over 60% year-to-date, despite a slight decline recently [7] - Rosenblatt raised its price target for Snowflake to $275 from $250, maintaining a buy rating ahead of its earnings report [8] - The forecast for Q3 product revenue growth is 27%, down from 32%, driven by better-than-expected cloud service provider results and strong customer feedback [9] - Analysts see AI adoption as a significant growth engine for Snowflake, with over 4,000 customers using its platform weekly, indicating strong customer retention [9] Group 3: Salesforce - Oppenheimer has cut its price target for Salesforce to $300 from $315, citing lower software group multiples, but maintains an overweight rating [12] - Analysts believe Salesforce is undervalued and has financial strength, despite challenges with its AI initiative, Agent Force [12][13] - The company is viewed as being in transition towards its next-generation AI platform, which analysts expect will be successful in the ongoing AI transition [13]

Core Insights - CrowdStrike Holdings, Inc. is expected to announce strong third-quarter fiscal 2026 results on December 2, driven by robust demand for its cybersecurity products amid increasing cyber threats globally [1][10] - The company anticipates revenues between $1.208 billion and $1.218 billion for the third quarter, reflecting a year-over-year growth of 20.2% [3][10] - The Falcon Flex subscription model is a significant growth driver, contributing to a total annual recurring revenue (ARR) of $4.66 billion, which is a 20% increase from the previous year [5][10] Revenue Expectations - The Zacks Consensus Estimate for CrowdStrike's third-quarter revenues is pegged at $1.21 billion, indicating strong performance despite broader economic challenges [3][10] - Subscription revenues for the third quarter are expected to reach $1.16 billion, also reflecting a year-over-year increase of 20% [8][10] Subscription Model Insights - The Falcon Flex subscription model has added $221 million in net new ARR during the second quarter, showcasing its effectiveness in driving revenue growth [5][10] - More than 1,000 customers are currently using Falcon Flex, with over 100 signing follow-on "re-Flex" deals, indicating strong customer retention and expansion [7][10] - The re-Flex deals are significant as they can boost ARR by nearly 50%, highlighting the growing adoption of CrowdStrike's services [7][10]

Time now for Options Corner. Joining us now to take a deeper look at this chart is Rick Dukat, lead market technician here on Schwab Network. All right, this has been an outperformer year today compared to the S&P 500.What trends do you notice, Rick. >> Yes, two pretty solid price target hikes here and as you said, uh up 47% or so during the past year versus the S&P up about 13% also strongly outperforming the overall tech sector. But when you look at the other cyber security companies as well, Crowdstrike ...