LAS VEGAS--(BUSINESS WIRE)--DeepTempo, a pioneer in behavioral threat detection powered by deep learning, will join Cribl at CrowdStrike Fal.Con 2025 in Las Vegas. DeepTempo team members will be available onsite to share how their foundation model, LogLM, flips the script on AI-enabled adversaries and integrates with the Cribl platform to help enterprises defend against modern threats. Who: Evan Powell, CEO, DeepTempo Craig Stancill, Director of Product Management, DeepTempo Fred Smith, Vice Pr. ...

Market Performance - The NASDAQ index gained 197 points or 0.90% to reach 22339, with a high of 22340.91 [1] - The S&P index increased by 31 points or 0.47% to 6614.69, with an earlier high of 6619.62, indicating potential for a new record close [1] - The Dow industrial average declined by 48 points or -0.11% to 45787.66, with companies like Amgen, McDonald's, Sherwin-Williams, and 3M contributing to the downturn [2] - The small-cap Russell 2000 rose by 7.69 points or 0.32% to 2404.73 [2] Notable Stock Movements - Tesla surged by 6.45% following reports of Elon Musk purchasing about $1 billion in Tesla stock, indicating strong bullish momentum [3] - Chewy increased by 5.42% due to optimism for continued demand growth in online pet supplies [3] - ASML ADR rose by 5.37% driven by strong semiconductor sector momentum and robust chip equipment demand [3] - Western Digital gained 5.24% as memory chip recovery prospects improved [3] - Roblox climbed by 4.55% on sustained growth expectations in gaming and metaverse engagement [3] - Tapestry increased by 4.34% supported by strong consumer discretionary flows and luxury retail optimism [3] - Intel advanced by 4.05% due to chip sector strength and AI-related tailwinds [3] - Alphabet A rose by 3.65% on steady ad revenue momentum and AI growth prospects [3] - Oracle increased by 3.28% following upbeat sentiment around its cloud and AI-driven enterprise services [3] - GameStop Corp climbed by 3.07% as retail interest in meme-related stocks remains elevated [3] - Snowflake edged higher by 2.76% with continued confidence in data and AI-related demand [3] - Snap increased by 2.66% on improving advertising sentiment [3] - Stellantis NV ticked up by 2.64% supported by global auto demand and EV outlook [3] - CrowdStrike Holdings advanced by 2.31% on strong cybersecurity sector momentum [3]

Core Insights - Wipro Limited has expanded its collaboration with CrowdStrike Holdings to launch Wipro CyberShieldSM MDR, a managed security service aimed at enhancing enterprise security operations through AI and automation [1][3] - The new service integrates CrowdStrike's Falcon® Next-Gen SIEM with Wipro's cybersecurity capabilities, addressing the challenge of managing a high volume of alerts from disparate security systems [1][2] Service Features - CyberShield MDR aims to improve visibility across endpoints, cloud workloads, identities, and data while reducing operational costs and complexity [3][4] - The service combines native Falcon data with third-party sources, real-time threat intelligence, and AI-driven automation to enhance detection and response capabilities [3][4] Operational Support - Wipro will manage the service through its eight Cyber Defense Centers globally, with additional support from its venture portfolio companies Simbian and Tuskira [4] - The platform is designed to provide proactive breach protection and strengthen resilience against sophisticated, AI-driven threats [4] Partnership Benefits - The integrated platform approach enables AI automated workflows, preventing lateral threat movement and addressing security gaps often missed by fragmented solutions [5] - The partnership is expected to enhance customer outcomes by delivering real-time attack detection and faster response times, simplifying operations, and reducing costs [5] Launch Information - The CyberShield MDR service will be officially launched at CrowdStrike Fal.Con 2025, the company's annual cybersecurity conference [5]

AUSTIN--(BUSINESS WIRE)--Fal.Con 2025, Las Vegas -- CrowdStrike (NASDAQ: CRWD) today, in partnership with Meta, introduced a new suite of benchmarks – CyberSOCEval – for evaluating how AI systems perform in real-world security operations. Built on Meta's CyberSecEval framework and CrowdStrike's leading threat intelligence and cybersecurity AI data expertise, this suite of open source benchmarks helps establish a new framework for testing, selecting, and leveraging large language models (LLMs) i. ...

Core Insights - CrowdStrike announced results from an independent study by Canalys, indicating that partners can generate up to $7 in services revenue for every $1 spent by customers on the CrowdStrike Falcon® platform [1] Group 1 - The study highlights the strongest cybersecurity partner ecosystem multiplier on record, showcasing the significant impact of the Falcon platform [1] - The findings emphasize the generational ecosystem significance of the Falcon platform in the cybersecurity industry [1]

As artificial intelligence (AI) continues its rapid integration into the U.S. economy, the labor market faces a major inflection point. While some businesses embrace AI to reduce costs and boost efficiency, others risk displacing long-standing human roles, causing uncertainty for workers and investors alike. While this may be a threat for some businesses, others have a fundamental moat around them that acts as the ultimate protection. Proprietary data concerns, regulatory barriers, and human oversight requi ...

Industry Overview - Cybersecurity threats are increasing globally, necessitating businesses to allocate budgets for defense, with IDC estimating cybersecurity spending to reach $377 billion by 2028 [2] - The rise of AI-based attacks complicates the defense of critical software and infrastructure [2] Company Insights Palo Alto Networks - Palo Alto Networks announced the acquisition of CyberArk for $25 billion, enhancing its identity and access management capabilities, expected to close in the second half of fiscal 2026 [5] - The company reported Q4 revenue of $2.54 billion, surpassing estimates of $2.5 billion, with earnings of $0.95 exceeding expectations of $0.88 [6] - Management provided strong guidance for 2026, projecting a 14% revenue increase to approximately $10.5 billion and non-GAAP earnings per share to rise 14% to $3.80 [6] - The founder and CTO, Nir Zuk, is retiring, but CEO Nikesh Arora continues to lead the company [7] CrowdStrike - CrowdStrike offers a comprehensive security solution through its Falcon platform, integrating AI features that save customers an average of 40 hours per week [9] - The company reported Q2 earnings per share of $0.93, above the consensus estimate of $0.83, while revenue increased by 21% to nearly $1.2 billion [10] - Despite a slight dip in share price following management's Q3 revenue estimate of $1.21 to $1.22 billion, which is below Wall Street's estimate, the company remains on track to achieve $10 billion in annual recurring revenue by 2031 [11][12] Microsoft - Microsoft has established itself as a leader in AI through its partnership with OpenAI, integrating advanced AI into its Azure and Windows 365 platforms [13] - The company has a growing cybersecurity business with 1.4 million customers and 34,000 engineers dedicated to security, with cybersecurity sales projected to reach $37 billion in fiscal 2025, accounting for about 14% of total revenue [14] - With a recent stock slide of about 3%, now is considered a favorable time to invest in Microsoft as it continues to excel in AI and cybersecurity markets [15]

Core Viewpoint - Crowdstrike Holdings Inc. is considered one of the best long-term tech stocks to buy, with a strong performance marked by a 71% gain over the past year and a 'Buy' rating from Truist Securities with a $500 price target [1][2]. Group 1: Company Performance and Outlook - Truist Securities remains optimistic about Crowdstrike's growth prospects, particularly in the second half of the year, driven by an acceleration in net new annual recurring revenue [2]. - The company aims to achieve $10 billion in total annual recurring revenue by 2031 and is open to mergers and acquisitions to unlock new growth opportunities [3]. Group 2: Business Model and Services - Crowdstrike is a global cybersecurity company that provides cloud-delivered protection for endpoints, cloud workloads, identity, and data through its AI-powered Falcon platform [4]. - The company focuses on preventing cyberattacks and breaches by integrating data across enterprises and offering various cloud modules via a subscription-based software-as-a-service (SaaS) model [4].

Group 1: Core Insights - CrowdStrike (CRWD) is leveraging Charlotte AI as a competitive advantage in automated cybersecurity, with usage growing 85% in Q2 of fiscal 2026 compared to the previous quarter [1][10] - Charlotte AI functions as a virtual Security Operations Centre (SOC) analyst, significantly reducing task completion time from four days to one hour [2][10] - The integration of Charlotte AI into the Falcon platform enhances its capabilities through continuous learning from threat intelligence and SOC data [3] Group 2: Customer Adoption and Financial Impact - The adoption of Charlotte AI is linked to new customer contracts, including an eight-figure re-Flex deal with a Fortune 500 software company to modernize its SOC [4][10] - Charlotte AI is contributing to CrowdStrike's ability to secure larger contracts, indicating its potential role in the company's growth narrative [5] - The Zacks Consensus Estimate for CrowdStrike's fiscal 2026 revenues is projected at $4.78 billion, reflecting a year-over-year increase of 20.9% [5] Group 3: Competitive Landscape - Competitors like Palo Alto Networks (PANW) and SentinelOne (S) are also expanding their platforms and innovating with AI, with PANW's Next-Gen Security ARR growing 32% year-over-year [6] - SentinelOne reported a 24% year-over-year growth in its ARR, driven by the adoption of its AI-first Singularity platform [7] Group 4: Valuation and Performance - CrowdStrike's shares have increased by 26.6% year-to-date, outperforming the security industry's growth of 11.7% [8] - The company trades at a forward price-to-sales ratio of 19.76X, significantly higher than the industry's average of 12.35X [12] - The Zacks Consensus Estimate for CrowdStrike's fiscal 2026 earnings indicates a year-over-year decline of 6.6%, while fiscal 2027 earnings are expected to grow by 29% [15]

CrowdStrike TodayCRWDCrowdStrike$440.11 +6.73 (+1.55%) 52-Week Range$256.00▼$517.98Price Target$460.10Add to WatchlistCrowdStrike Holdings Inc. NASDAQ: CRWD stock has been under pressure since reaching an all-time high in July. Since that time, it has been down approximately 16%, which means the stock is approaching correction territory. That may be welcome news for investors who feel that CrowdStrike, like other technology stocks, is overvalued and want to find a better entry point. But they may have to a ...