Core Insights - CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is recognized as one of the 15 best long-term stocks to buy according to Reddit [1] - Truist has raised its price target for CrowdStrike from $550 to $600 while maintaining a Buy rating, indicating confidence in the company's upcoming third-quarter report [2] - The company reported a 21% year-over-year revenue growth to approximately $1.17 billion in its fiscal second quarter of 2026, slightly surpassing the 20% growth in the first quarter [3] Financial Performance - Subscription revenue increased by 20%, driven by customer adoption of new modules and increased spending on the Falcon platform [3] - Net new annual recurring revenue (ARR) reached a record $221 million, with total ARR climbing to $4.66 billion, reflecting a 20% growth from the previous year [3] - Free cash flow for the quarter was about $284 million, representing roughly 24% of revenue [4] Business Momentum - Demand for the AI-driven Falcon platform and Falcon Flex subscription option remains strong, contributing to an increase in large contracts [5] - The number of customers generating at least $1 million in annual recurring revenue has reached new highs, and deals worth more than $10 million have doubled compared to the previous year [5] Company Overview - CrowdStrike operates as a cybersecurity company focused on cloud-based endpoint protection, helping organizations prevent and detect threats such as ransomware and other cyberattacks [6]

AI Model & Strategy - Open AI models are essential for building intelligence and enabling customization for specific industry workflows [1] - Open source AI models offer increased visibility and customizability [2] - Synopsis' strategy heavily relies on AI to provide autonomous functionality in engineering workflows [4][5] - The industry anticipates AI agents to power transactions in the agentic economy [5] Agent & Technology - CrowdStrike aims to transform human expertise into AI agents for rapid response to cyber attacks [2] - Nemotron facilitates control over expertise and enables the creation of virtual analysts like Charlotte for security alert management [3] - Agent engineers are being developed with progressively higher levels of autonomy [3] - Open models deployed on GPUs, coupled with stack control, allow for fine-tuning, solving challenges in agentic commerce [6] - Nemotron enables the selection of the optimal balance between reasoning and performance, allowing for fine-tuning to achieve desired outcomes [7] Partnership - Nvidia and CrowdStrike collaborate to prevent AI-based attacks [6] - The industry relies on the partnership with Nvidia for components like Nemotron and Nemo agent kit to accelerate agent development [7]

Core Insights - CrowdStrike is enhancing its AI-focused partnerships to expand as a comprehensive cybersecurity platform, with approximately 60% of new business in Q2 of fiscal 2026 generated through these partnerships [1][11] - Recent collaborations with CoreWeave, EY, and NVIDIA emphasize CrowdStrike's commitment to securing AI workloads and modernizing security operations for real-time threat detection [1][11] Partnership Developments - The partnership with CoreWeave integrates Falcon security into CoreWeave's AI cloud, allowing CrowdStrike to protect the entire AI ecosystem where models are built, trained, and deployed [2] - EY has chosen CrowdStrike's Falcon Next-Gen Security Information and Event Management (SIEM) as the foundation for its global managed services, indicating strong growth potential for CrowdStrike's Next-Gen SIEM business, which saw a more than 95% year-over-year increase in annual recurring revenues, exceeding $430 million [3] - The collaboration with NVIDIA aims to deliver continuously learning AI agents for real-time threat detection across various environments, aligning with the growth of CrowdStrike's Charlotte AI, which increased over 85% from the previous quarter [4] Growth Prospects - The partnerships are expected to bolster CrowdStrike's platform strategy and enhance adoption across its offerings, contributing to a projected revenue growth of around 21% year-over-year for fiscal 2026 and 2027 according to the Zacks Consensus Estimate [5] Competitive Landscape - Key competitors such as Palo Alto Networks and Okta are also focusing on acquisitions to enhance their platforms and drive AI innovation [6] - Palo Alto Networks is pursuing the acquisition of CyberArk Software to strengthen its identity-driven threat protection capabilities [7] - Okta's acquisition of Axiom Security aims to enhance its privileged access management tools [8] Financial Performance - CrowdStrike's shares have increased by 43.4% year-to-date, outperforming the Zacks Security industry's growth of 11.2% [9] - The company is currently trading at a forward price-to-sales ratio of 21.97, significantly higher than the industry average of 11.97 [13] - The Zacks Consensus Estimate indicates a projected earnings decline of 6.6% for fiscal 2026, followed by a growth of 29.3% for fiscal 2027, with estimates remaining unchanged over the past 60 days [16]

Core Insights - CrowdStrike and Fortinet are leading companies in the cybersecurity sector, focusing on protecting organizations from cyberattacks [1][2] - The cybersecurity market is projected to grow at a CAGR of 12.45% from 2025 to 2030, driven by increasing cyber threats [2] CrowdStrike Overview - CrowdStrike's Falcon platform is a cloud-native security solution that secures various environments and endpoints [4] - The platform offers 29 cloud modules under a SaaS subscription model, with subscription sales increasing from 72% in fiscal 2017 to 95% in fiscal 2025 [5] - The Falcon Flex subscription model has been a key driver of customer growth, with 48% of subscription customers using six or more modules by the end of Q2 fiscal 2026 [6] - In Q2, CrowdStrike added $221 million in net new annual recurring revenues (ARR), bringing total ARR to $4.66 billion, a 20% increase year-over-year [7] - The company expects revenues for fiscal 2026 and 2027 to be $4.78 billion and $5.80 billion, respectively, indicating a year-over-year increase of around 21% [9][10] Fortinet Overview - Fortinet's Q3 2025 results showed a 14% year-over-year growth in both billings and revenues, with a record operating margin of 37% [11] - The company's SASE business saw significant growth, with Unified SASE billings increasing by 19% and FortiSASE billings rising over 100% [12] - Fortinet's product revenues grew by 18%, driven by demand for hardware upgrades and operational technology security [13] - However, service revenues grew only 13%, indicating slower growth compared to product revenues [14] - For full-year 2025 and 2026, Fortinet's revenue estimates are $6.75 billion and $7.50 billion, reflecting year-over-year increases of approximately 13.3% and 11% [15][16] Price Performance and Valuation - Year-to-date, CrowdStrike shares have increased by 43.4%, while Fortinet shares have decreased by 16.6% [17] - CrowdStrike is trading at a forward sales multiple of 21.97, while Fortinet is at 7.91, indicating higher growth expectations for CrowdStrike [19] - CrowdStrike's strong revenue visibility and growth prospects justify its higher valuation compared to Fortinet [22] Conclusion - CrowdStrike is recommended as a strong buy due to its leadership in the cybersecurity space and robust growth potential, while Fortinet is suggested for holding or waiting for better entry points [22][23]

Core Insights - CrowdStrike Holdings Inc. has announced strategic partnerships with Google, F5, and CoreWeave [1] Company Developments - The partnerships aim to enhance CrowdStrike's cybersecurity offerings and expand its market reach [1] - Collaborations with major tech companies like Google and F5 indicate a strong positioning in the cybersecurity landscape [1] Industry Implications - The strategic alliances may lead to improved technological integration and innovation within the cybersecurity sector [1] - These partnerships could potentially increase competition among cybersecurity firms, driving advancements in security solutions [1]

Core Insights - The article discusses the best long-term stocks to buy according to Reddit, highlighting the significant influence of retail traders in the current market environment [1][4]. Retail Trading Trends - Retail trading activity has surged by 50% compared to the previous year, surpassing levels seen during the GameStop frenzy in 2021, contributing to increased market volatility [2]. - In the first week of October, retail investors made net purchases of approximately $7 billion, a notable increase from the previous two months' average of $5.3 billion [3]. Stock Selection Methodology - The analysis involved reviewing various subreddits to identify stocks favored by Reddit users, focusing on companies with an average annual revenue growth exceeding 20% over the past five years [6]. - A final list of 15 stocks was compiled, all projected to have at least a 10% upside as of November 20 [6]. Company Highlights CrowdStrike Holdings, Inc. (NASDAQ:CRWD) - Projected upside potential of 10.09% as of November 20, with a five-year share price return of 244.02% [8][9]. - In fiscal Q2 2026, revenue grew by 21% year-over-year to approximately $1.17 billion, with subscription revenue increasing by 20% [11]. - The company reported a record net new annual recurring revenue of $221 million, contributing to a total annual recurring revenue of $4.66 billion, reflecting a 20% growth from the previous year [11]. Exxon Mobil Corporation (NYSE:XOM) - Projected upside potential of 10.1% as of November 20, with a five-year share price return of 216.7% [15]. - Exxon announced a joint venture to operate the Bahia natural gas liquids pipeline, acquiring a 40% stake for $650 million, with the project expected to be operational by Q4 2027 [16][17]. - The company plans to invest approximately $140 billion in major capital projects through 2030, aiming to generate an additional $20 billion in earnings and $30 billion in cash flow by that time [18]. McDonald's Corporation (NYSE:MCD) - Projected upside potential of 10.2% as of November 20, with a five-year share price return of 42.07% [20]. - McDonald's reported nearly $20 billion in revenue during the first three quarters of 2025, a 2% increase from the same period in 2024, with a 3% rise in third-quarter revenue [22]. - The company has maintained a consistent dividend growth strategy, marking its 49th consecutive year of increasing its dividend, with a new annual dividend of $7.44 per share, yielding approximately 2.41% [24].

Core Viewpoint - CrowdStrike Holdings Inc. (NASDAQ: CRWD) stock has shown volatility, reaching new all-time highs but subsequently experiencing declines, including a nearly 10% drop recently. Analysts remain optimistic ahead of the upcoming earnings report, with many raising their price targets significantly above the current share price [3][8][10]. Analyst Sentiment - A notable increase in analyst price targets for CRWD stock has been observed, with 12 analysts raising their targets in November alone. The targets range from a low of $515 to a high of $800, indicating strong bullish sentiment [5][6]. - The consensus price target stands at $537.49, with the low target being the only one below this consensus [6]. Earnings Guidance - CrowdStrike's Q2 earnings report provided guidance for Q3 revenue between $1.208 billion and $1.28 billion, reflecting a 19% year-over-year increase. The company also guided for earnings per share (EPS) between 93 and 95 cents for Q3, which would be flat year-over-year at the low end [9]. - Analysts appear to be raising their targets in anticipation of a stronger earnings report than what CrowdStrike's own guidance suggests, which could lead to a reversal if actual results do not meet these heightened expectations [10]. Stock Performance and Trends - Despite recent volatility, CRWD stock has increased approximately 21% since the Q2 earnings release in August. The stock has maintained a long-term uptrend, with key support near $480, suggesting potential for solid long-term upside [8][9][11]. - The stock has been in a bull market since a significant pullback in February, indicating resilience in its performance [11].

Core Insights - Cybersecurity company CrowdStrike confirmed the termination of an employee for allegedly sharing sensitive information with a hacking group [1][3] - The hacking group Scattered Lapsus$ Hunters claimed to have gained insider access to CrowdStrike's systems through a breach at Gainsight, a CRM company [2][3] - CrowdStrike refuted these claims, stating that their systems were never compromised and that customer data remained secure throughout the incident [3] Company Actions - CrowdStrike fired the insider after determining that he shared images of his computer screen externally [3] - The company has reported the incident to relevant law enforcement agencies [3] Hacking Group Activities - Scattered Lapsus$ Hunters is a collective of hackers utilizing social engineering techniques to gain unauthorized access to systems [4] - The group claimed to have stolen over 1 billion records from various companies relying on Salesforce for customer data management [5]

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the AI Stocks Making Moves on Wall Street. On November 18, Stifel raised its price target on the stock to $600 from $515 while maintaining a “Buy” rating. The rating affirmation comes ahead of the company’s fiscal third-quarter earnings report scheduled for December 2. The firm maintains a Buy on Crowdstrike based on improving VAR trends, stronger FY26/27 growth expectations, and rising adoption of AI Security modules. Stifel noted that it has surveyed 2 ...

Core Viewpoint - Despite Nvidia's earnings exceeding expectations, AI-related stocks collectively declined due to investor skepticism regarding the sustainability of AI spending [1] Group 1: Market Sentiment - There is a growing bearish sentiment in the market, with numerous bearish opinions received via social media [1] - The current concerns revolve around signals from the market regarding Nvidia's technology clients and the sustainability of the AI transformation in the coming years [1] Group 2: Investment Recommendations - Wedbush Securities maintains an optimistic outlook for technology stocks in the coming year, suggesting that investors buy "AI winners" [1] - Analyst Dan Ives emphasizes that $3-4 trillion will be invested in the AI revolution over the next few years, which is essential for the future of automation and AI [1] - Recommended stocks for purchase at current levels include Nvidia (NVDA.US), Microsoft (MSFT.US), Oracle (ORCL.US), Palantir (PLTR.US), Google (GOOGL.US), Tesla (TSLA.US), Apple (AAPL.US), CrowdStrike (CRWD.US), Palo Alto Networks (PANW.US), and Amazon (AMZN.US) [1]