Core Viewpoint - CrowdStrike is expected to report earnings of 94 cents per share on revenue exceeding $1.2 billion, with a strong historical performance of beating consensus estimates by at least 10% in eight of the last ten quarters [1][2]. Company Performance - CrowdStrike has outperformed the tech sector by approximately 45%, while the tech sector itself has risen about 21%, and it has outpaced the S&P 500 by nearly 13% [3]. - Compared to other cybersecurity firms, CrowdStrike remains a clear leader, with competitors like Sentinel One down nearly 41% [4][5]. Technical Analysis - The stock has shown a trend of moderation, with recent highs around 560 and lows around 476, indicating a potential consolidation phase [6][7]. - Moving averages are clustered between 500 and 517, suggesting a slowdown in momentum as the company approaches its earnings report [8][9]. Analyst Sentiment - Analysts from JP Morgan and Key Bank have raised their price targets to 580 and 570, respectively, reflecting positive sentiment ahead of earnings [11]. - Other firms, including DA Davidson and Oppenheimer, have also increased their price targets, with a general consensus of buy ratings, indicating strong market confidence [12]. Strategic Developments - CrowdStrike has formed a partnership with HPE for Agentic Security and received government approval for its Charlotte AI agentic system, highlighting ongoing strategic initiatives [13]. Options Activity - Options trading activity has increased, with notable open interest in call options at the 550 strike price, indicating bullish sentiment ahead of the earnings announcement [14]. - A significant bearish trade was noted with a long-term put option at a 750 strike price, suggesting some market participants are hedging against potential downside [15].

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]

Core Viewpoint - Retail investors are preparing for a week of corporate earnings reports from discount retailers, cybersecurity firms, and major tech companies, with a focus on specific earnings expectations and stock movements [1]. Earnings Reports Schedule - **Monday, Dec. 1**: MongoDB Inc. (NASDAQ:MDB) and Credo Technology Group (NASDAQ:CRDO) will report after market close [2]. - **Tuesday, Dec. 2**: Crowdstrike Holdings Inc. (NASDAQ:CRWD) is expected to report earnings of 94 cents per share and revenue of $1.21 billion after market close [2]. - **Wednesday, Dec. 3**: Macy's Inc. (NYSE:M) and Dollar Tree Inc. (NASDAQ:DLTR) will report before market open, while Salesforce Inc. (NYSE:CRM) is anticipated to report earnings of $2.86 per share and revenue of $10.27 billion after market close [3][4]. - **Thursday, Dec. 4**: Kroger Co. (NYSE:KR), Dollar General Corp. (NYSE:DG), and UP Fintech Holding Ltd. (NASDAQ:TIGR) will report before market open, followed by Ulta Beauty Inc. (NASDAQ:ULTA) expected to report earnings of $4.59 per share and revenue of $2.27 billion after market close [5][6]. - **Friday, Dec. 5**: Victoria's Secret & Co. (NYSE:VSCO) will report before market open, with over 20% of shares currently sold short, indicating potential stock movement [6]. Analyst Ratings and Price Targets - Multiple analysts have raised price targets for Crowdstrike Holdings Inc. (NASDAQ:CRWD) ahead of its earnings report, with DA Davidson raising the target from $515 to $580, Keybanc from $510 to $570, and JP Morgan from $500 to $580 [4].

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]

Core Viewpoint - Crowdstrike has significantly outperformed the S&P 500 and the overall tech sector, with a 47% increase over the past year compared to the S&P's 13% rise [2][12]. Company Performance - Crowdstrike is highlighted as a standout in the cybersecurity sector, outperforming peers like Zcaler, Checkpoint, Palo Alto, Fortinet, and Sentinel [2][3]. - The stock has shown a notable price activity pattern, breaking an upward trend line and entering a downward sloping channel, with resistance observed around the $512 level [4][5]. Technical Analysis - The moving averages indicate a stagnation in price momentum, clustered between $500 and $518, suggesting slowing momentum [7]. - The Relative Strength Index (RSI) has broken its trend line and is nearing a bullish crossover above the 50 midline, which could indicate a potential upward movement if confirmed [8]. - Heavy trading volume is concentrated between $570 and $510, with a significant support level around $430 if the stock moves lower [9]. Expected Market Movements - The expected price movement for the end of the week is approximately 7.7%, while for December, it is about 10.7%, aligning with notable price levels [10][11]. Trading Strategy - A proposed trading strategy involves a short-term unbalanced put butterfly option, allowing for profitability if the stock remains above a key break-even point of $485.50, with a cushion of about 4% to the downside [12][15][16].

Airbus has fixed most of its jets affected by a software glitch after a technical problem grounded thousands of its planes, but its shares tumbled on Monday after it discovered a separate issue with its fuselage panels.Airlines around the world cancelled and delayed flights over the weekend after the French plane manufacturer ordered immediate repairs to 6,000 of its A320 family of jets, more than half of its global fleet.Airbus said on Friday that analysis of a recent incident had revealed “intense solar r ...