Company Overview - CrowdStrike has established itself as a leading player in the cybersecurity sector, particularly in endpoint security, with its Falcon security suite designed to protect devices regardless of their location [5][10]. - The company has seen significant growth, with a reported revenue of $921 million in the fiscal first quarter, marking a 33% increase year-over-year [14]. Financial Performance - Operating expenses grew at a slower pace, resulting in $7 million in operating income, and the company achieved a net income of $43 million, a substantial increase from $491,000 in the same quarter last year [7]. - Management forecasts revenue between $958 million and $961 million for the fiscal second quarter, indicating a 31% year-over-year increase, although this represents a slight slowdown from previous growth rates [15]. Market Position and Valuation - The global cybersecurity market is projected to grow from $132 billion in 2023 to $425 billion by 2030, reflecting a compound annual growth rate of 14% [12]. - CrowdStrike's price-to-sales (P/S) ratio stands at 26, which, while below its five-year average of 30, is significantly higher than competitors like Zscaler, Okta, and Palo Alto Networks [18]. Customer Engagement - Approximately 65% of CrowdStrike's customers subscribe to at least five modules, with deals involving eight or more modules increasing by 95% year-over-year, indicating strong customer engagement and demand for comprehensive security solutions [13]. Investment Considerations - Despite the company's growth trajectory, its elevated valuation may pose risks for new investors, as sentiment could shift negatively, impacting stock performance [3][4][16]. - A dollar-cost averaging approach is suggested for potential investors to mitigate risks associated with current stock prices [2].

The duo has also grown rapidly since their IPOs. CrowdStrike went public in 2019, and its revenue increased at a compound annual growth rate (CAGR) of 65% from fiscal 2019 to fiscal 2024 (which ended this January). Zscaler went public in 2018, and its revenue rose at a CAGR of 53% from fiscal 2018 to fiscal 2023 (which ended last July). CrowdStrike (CRWD 2.54%) and Zscaler (ZS 1.15%) both recently posted strong quarterly reports that exceeded analysts' expectations on the top and bottom lines. Both cybersec ...

Investors can look beyond Nvidia to find artificial intelligence (AI) opportunities thanks to the industry's rapid expansion. But the AI industry is expanding quickly, and investors have a growing number of opportunities to consider. CrowdStrike (CRWD 2.54%), for example, is a leader in AI-based cybersecurity, and its products have become an essential part of the software stack for businesses of all sizes. CrowdStrike's strategy is resonating with customers That has been CrowdStrike's strategy from the star ...

Doing the opposite of what everyone else is doing is how you can handsomely profit from the "wisdom" of crowds. Right now, the VIX sits right around 13, which suggests bullishness (between 0 and 15 is a bullish sentiment). Arguably, direction is more important than location. Which way the index is heading can reveal more about investor mindset than where it is at any given moment. Today, the VIX is falling. According to the VIX, retail investor enthusiasm remains upbeat today. Other indices, such as the CNN ...

1 III F F 10 F I FIND DO 100 1 li I t 1 Since I last wrote about CrowdStrike (CRWD) on January 15, 2024, with a buy recommendation, the stock is up 22.47% compared to the S&P 500 Index (SPX) returns of 12.19%. One reason the stock has performed better than the S&P 500 is that investors were pleased by the company's first quarter fiscal year ("FY") 2025 results released on June 4, mainly since cybersecurity companies and software/cloud companies, in general, have produced mixed results this quarter in a chal ...

xijian Impressive Q1 Quarter CrowdStrike (NASDAQ:CRWD) reported a very strong Q1 quarter with both top and bottom-line beat. The company's revenue increased 33% to $921 million, and ARR grew to $3.65 billion, all exceeding expectations. Operating metrics continued to improve, and free cash flow margin reached a record level of 35%. The market liked the results, and the stock rose more than 10% the day after. Other headline results can be seen below: CrowdStrike Non-GAAP EPS of $0.93 beats by $0.04, revenue ...

Cybersecurity company CrowdStrike Holdings (NASDAQ: CRWD) stock surged almost 12% on June 5 after the firm reported strong financial results for its fiscal first quarter of 2025. Finbold CRWD stock 24-hour price chart. Source: In the past month, CRWD has traded within a wide range of $303.50 to $358.84, and it is currently trading in the middle of this range, with resistance above at $351.48. Robust financials and outlook excite analysts In Q1, CrowdStrike generated $921 million in revenue, a 33% year-over- ...

Still, it's worth pointing out that AI goes far beyond one company. You can buy and hold a stock like Nvidia, but don't dismiss the potential upside of some smaller companies that have the ingredients to become big winners down the road. Data is arguably the foundation of how AI works, so it would make sense that companies that best use their data might have a competitive advantage. That's the quick and dirty pitch for Palantir Technologies (PLTR 3.89%). The value of AIP is evident throughout Palantir. Grow ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends CrowdStrike. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

| | Surprise - Reported Earnings History 0 | | | | | | --- | --- | --- | --- | --- | --- | | | Quarter Ending | Quarter Ending | Quarter Ending | Quarter Ending | Average Surprise | | | (4/2024) | (1/2024) | (10/2023) | (7/2023) | | | Reported | 0.93 | 0.95 | 0.82 | 0.74 | NA | | Estimate | 0.89 | 0.82 | 0.74 | 0.56 | NA | | Difference | 0.04 | 0.13 | 0.08 | 0.18 | 0.11 | | Surprise | 4.49% | 15.85% | 10.81% | 32.14% | 15.82% | Image Source: Zacks Investment Research Cyber security provider CrowdStrike (CRW ...