Core Insights - Dataminr has appointed Tiffany Buchanan as Chief Financial Officer, bringing extensive experience in scaling high-growth technology companies and preparing for public market operations [1][2][3] - Buchanan's previous role at CrowdStrike involved significant financial leadership, contributing to the company's growth from pre-revenue to over $4 billion in annual recurring revenue [3] - The appointment comes at a strategic time for Dataminr, coinciding with major milestones such as a $100 million investment from Fortress and the expansion of its executive team [4] Company Overview - Dataminr is a leading real-time AI platform that detects events, risks, and critical information from public data signals, performing trillions of computations daily across billions of public data inputs [5] - The company utilizes Multi-Modal Fusion AI to synthesize data from various sources for accurate event detection across 150+ languages and 220+ countries [5] - Dataminr has pioneered ReGenAI, which automatically regenerates live event briefs in real time, enhancing the security and resilience of organizations [5]

The tech-laden Nasdaq Composite index is up roughly 3% so far this year as stocks in the technology sector come under pressure from macroeconomic and geopolitical factors. However, certain stocks continue to do well despite the broader market's weakness.Cybersecurity specialist CrowdStrike (CRWD 1.73%) posted respectable gains of 44% so far in 2025, far outpacing the tech-laden index. Let's see why that has been the case and check if this cybersecurity stock is still worth buying. CrowdStrike showed resilie ...

Core Viewpoint - CrowdStrike Holdings Inc. (CRWD) shares have experienced a consolidation phase after reaching an all-time high, with current trading around $485.06, reflecting a slight decline of 1.37% [1][3]. Group 1: Stock Performance and Market Context - CRWD stock is currently trading within a range of approximately $448 to $492, indicating a period of consolidation [1]. - Following the U.S. missile strikes on Iran, analysts are considering potential retaliatory cyberattacks from Iran, which could positively impact cybersecurity stocks like CRWD [3][4]. - Historical data shows that after significant cyberattacks, cybersecurity stocks tend to rise initially but may experience pullbacks as the immediate threat subsides [6][9]. Group 2: Cybersecurity Threat Landscape - Iran is identified as a significant cyber threat to U.S. infrastructure, with several advanced persistent threat (APT) groups under its control [5]. - Historical precedents indicate that stocks like CRWD have previously surged after major cyber incidents, such as the killing of Iranian General Qassem Soleimani and the SolarWinds breach [7][8]. Group 3: Company Fundamentals - CrowdStrike's fundamentals remain strong, with a year-over-year revenue growth of 33% and annual recurring revenue (ARR) exceeding $3.65 billion [11]. - The company's Falcon platform is expected to benefit from long-term structural tailwinds as cybersecurity becomes increasingly essential for both public and private sectors [10]. - Institutional buying is on the rise, with hedge fund ownership remaining elevated, suggesting that any pullback in CRWD stock could be viewed as a buying opportunity [12].

Key Takeaways CRWD's Falcon platform drives SaaS growth, but churn and profitability are pressured post-2024 outage. OKTA ended Q1 FY26 with $4.08B in RPO and 4,870 $100K customers, up 7% YoY. Zacks estimates show CRWD earnings down 10.94%, while OKTA earnings are set to grow 16.73% in FY26.CrowdStrike (CRWD) and Okta (OKTA) are both major players in the field of cybersecurity. While CrowdStrike specializes in endpoint protection and extended detection and response (“XDR”), offering AI-native cloud securi ...

Core Viewpoint - The rise of artificial intelligence (AI) is increasing cybersecurity threats, making companies like CrowdStrike and SentinelOne attractive investment opportunities due to their AI-powered cybersecurity solutions [1]. Company Comparison - Both CrowdStrike and SentinelOne offer AI-powered protection platforms that analyze digital activity to identify threats, deploying their software to network endpoints such as laptops and smartphones [3]. - Each company enhances its core offerings with additional cybersecurity products, allowing clients to customize their protection suites [4]. Company Size and Market Position - CrowdStrike is significantly larger than SentinelOne, with an annual recurring revenue (ARR) of $4.4 billion compared to SentinelOne's $948 million in fiscal Q1 [5]. - The larger client base of CrowdStrike increases its visibility and reputation in the market, potentially leading to more business opportunities [6]. Growth Rates - SentinelOne is experiencing slightly faster growth, with a 24% year-over-year increase in ARR, while CrowdStrike's ARR grew by 22% year-over-year [7]. - Despite the faster growth rate of SentinelOne, CrowdStrike's larger base makes its growth impressive [8]. Profitability - Neither company is highly profitable, with SentinelOne far from breaking even and CrowdStrike having intermittent profitability [9][10]. - CrowdStrike has previously demonstrated the ability to achieve profitability, suggesting a potential path for SentinelOne to follow [10]. Valuation and Investment Perspective - CrowdStrike's stock is currently five times more expensive than SentinelOne's, raising concerns about its valuation given their similar growth rates [12][14]. - The high valuation of CrowdStrike may indicate an overhyped stock, while SentinelOne appears to be undervalued, making it a more attractive investment option at present [15].

General Market Outlook - June options expiration (OPEX) tends to be volatile, with seasonal weakness before strong July performance [4] - Buyback blackouts and low summer liquidity contribute to choppy action [4] - Key S&P 500 support at 5,950; a break below could open the door to deeper pullbacks, with the 200-day moving average at 5,800 and the 50-day near 5,700 [4] - Geopolitical risks could add near-term volatility but are unlikely to trigger a full retest of lows barring major escalation [4] - Holding above year-to-date anchored volume weighted average price (VWAP) and 200-day moving average [4] Individual Stocks & Trade Setups - Datadog Inc (NASDAQ:DDOG): Holding above IPO level (~62) and riding the 10-day moving average; key support around $165–$166, secondary buy zone at $143–$144 [5] - Occidental Petroleum Corp (NYSE:OXY): Cleared $45 resistance; $50 is peak call open interest (OI) – expect either resistance or a breakout toward $53–$56 [4] - CrowdStrike Holdings Inc (NASDAQ:CRWD): Good momentum, but headlines can spike volatility; watch for breakout over recent highs or pullback support near $455 [4] - Berkshire Hathaway Inc Class B (NYSE:BRK.B): Options setup shows 505–520-strike call OI, 450 put stack; at its 200-day moving average, potential defensive play [4] - CoreWeave Inc (NASDAQ:CRWV): Strong post-IPO momentum; supported by Nvidia (NVDA) [3]

美国地区法院驳回对CrowdStrike的集体诉讼。 ...

Do two things to further your tech portfolio. First, click the 'Follow' button below next to my name. Second, if you want more of this two-fold analysis, step up to being a paid subscriber to my Investor Group Tech Cache with full month paid trial and read more of this type of analysis on other tech stocks and assets.Almost a year ago, CrowdStrike (NASDAQ: CRWD ) experienced a worldwide outage, causing Windows machines to not boot up with "blue screens of death." It brought down critical infrastructure and ...

Financial Data and Key Metrics Changes - CrowdStrike reported net new ARR of $194 million, exceeding expectations, with an ending ARR of $4.44 billion, representing a 22% year-over-year increase [4] - The non-GAAP subscription gross margin was 80%, with a gross retention rate of 97% and strong net retention [4] - The company achieved record cash flow from operations of $384 million and robust non-GAAP free cash flow of $279 million [4] - Total FalconFlex account value increased by $774 million, bringing the total deal value to $3.2 billion, growing 31% sequentially and over six times year-over-year [4] Business Line Data and Key Metrics Changes - The FalconFlex subscription model is accelerating platform adoption at an unprecedented pace, contributing to the overall growth of the company [4] Market Data and Key Metrics Changes - The company is well-positioned to protect workloads, identities, data, and infrastructure in the AI age, indicating a strong alignment with current market trends [4] Company Strategy and Development Direction - CrowdStrike authorized up to $1 billion in share repurchases, reflecting confidence in its long-term strategy, including M&A, growth prospects, and cash flow generation capabilities [4] - The company aims to scale towards $10 billion in ending ARR, indicating ambitious growth targets [4] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence and excitement about the future, citing strong execution and operational efficiency as key drivers for growth [4] Other Important Information - The annual meeting included the election of directors and the ratification of PricewaterhouseCoopers as the independent registered public accounting firm for the fiscal year ending January 31, 2026 [12][14] Q&A Session Summary Question: Were there any questions pertaining to the proposals? - There were no questions submitted regarding the proposals during the meeting [13]

The biggest reason for CrowdStrike's excellent stock performance is the company's skyrocketing revenue. Since 2019, the company's trailing 12-month revenue has climbed by 1,560% to a total of $4.1 billion. What's more, Wall Street analysts are predicting even more of that explosive growth for the company. According to estimates compiled by Yahoo Finance, CrowdStrike should generate $4.8 billion in revenue this fiscal year (the 12 months ending on Jan. 31, 2026) and $5.8 billion next fiscal year (ending Jan. ...