Cybersecurity is one of the most lucrative corners of the market to invest in. If the economy goes through a downturn, these companies would still be set up for success, as cybersecurity is one area of software where businesses can't afford to skimp out on spending.While there are multiple ways to invest in cybersecurity, only one is my favorite: CrowdStrike (CRWD 3.21%). It's been a top performer in this industry and is seen as a leader in many ways. But is it worth buying right now?CrowdStrike has multipl ...

Core Insights - The cybersecurity industry is currently experiencing significant shifts due to a recent outage at CrowdStrike, which has led to legal actions and competitive maneuvers from rival companies like SentinelOne [1][2][12]. Company Performance - CrowdStrike reported a revenue increase of 29% and subscription revenue growth of 31% in Q3, with an annual recurring revenue (ARR) rise of 27%, despite the negative impact from customer compensation packages related to the outage [16]. - SentinelOne achieved a revenue growth of 28% last quarter and a 29% increase in ARR, forecasting a 27% revenue growth for its fiscal Q4 [4][6]. Competitive Landscape - SentinelOne is capitalizing on CrowdStrike's outage by attracting new customers, including a Fortune 50 client and various government entities, marking its highest number of large enterprise displacements [2]. - The company is also seeing strong demand for its Purple AI solution, which allows analysts to conduct complex threat hunts using natural language queries, with its attach rate doubling from the previous quarter [3]. Strategic Partnerships - SentinelOne has secured a significant opportunity with Lenovo, which will pre-install its Singularity Platform on all new PCs sold, potentially reaching a market of approximately 59 million PCs sold last year [5][8]. Valuation Comparison - SentinelOne is trading at a forward price-to-sales (P/S) ratio of 7.5x, significantly lower than CrowdStrike's 19.4x, despite both companies experiencing similar revenue growth rates [6][7]. Future Outlook - The cybersecurity sector is expected to continue evolving, with CrowdStrike positioned to benefit from the trend of consolidating cybersecurity services on a single platform [14]. - SentinelOne is anticipated to outperform in 2025 due to its lower valuation, strong growth prospects, and new opportunities arising from its partnership with Lenovo [8].

In my initiating coverage of CrowdStrike (NASDAQ: CRWD ), I had adopted a 'Neutral/Hold' stance on the stock. This has resulted in a moderate error of omission as the stock has handily outperformed the S&P500 (Providing alpha-generating investment ideas. I am an independent investor managing my family's portfolio, primarily via a Self Managed Super Fund. You can expect my articles to deliver a clearly structured, evidence-based thesis. But first and foremost, I encourage readers to judge me on my performanc ...

Shares of CrowdStrike Holdings Inc (NASDAQ:CRWD) have been on an uptrend since early August. Though the stock is down 3.4% at $374.89 today, it's been pushing back toward its July 9 record high of $398.33, and sports a 46.5 % year-to-date lead. The recent rally helped push CrowdStrike stock above the top band of its 20-day Bollinger Bands. Per Schaeffer's Senior Quantitative Analyst Rocky White, the shares moved higher the past 10 times this occurred, averaging a 21-day gain of 6.1%. From its current perch, ...

A Boeing 767-332(ER) from Delta Air Lines takes off from Barcelona El Prat Airport in Barcelona, Spain, on October 8, 2024.CrowdStrike moved Monday evening to dismiss Delta Air Lines' lawsuit around the July cybersecurity outage that led to canceled flights and stranded passengers, arguing that the airline's litigation was an attempt to circumvent the contract between the two companies.The agreement between CrowdStrike and Delta includes a clause limiting CrowdStrike's liability and a cap on damages, which ...

CrowdStrike (NASDAQ: CRWD ) reported its first full quarter after its global outage back in July, enabling investors to assess the impacts on the company’s fundamentals. For the first sight, numbersHi there! I’m a former Equity Analyst and a CFA charterholder writing mostly about holdings in my investment portfolio. These are overwhelmingly transformative technology names with perceived significant long-term upside potential. Once I’ve covered a company on SA, I try to update my views on it regularly.I like ...

Shares of CrowdStrike Holdings (CRWD 0.91%) fell 4.5% following the release of the company's fiscal 2025 third-quarter results (for the three months ended Oct. 31) on Nov. 26 -- and this was even though it delivered better-than-expected numbers and upgraded its guidance.A closer look at the company's latest quarterly results will show that it is benefiting from improved cybersecurity spending, which is a positive sign in the aftermath of the July 19 outage caused by a glitchy software update that knocked ou ...

The bull market looks to be in full force as valuations continue to rise higher for many stocks. That increases the chance that investors who continue to chase stocks at their highs could end up holding the bag later on if a correction occurs. There are many stocks out there right now with valuations that look to be in speculative territory. At these levels of valuation, it has become nearly impossible to justify their price tags.Three of these hot stocks that investors should be extra careful about these d ...

On occasion, even industry leaders make missteps. Cybersecurity leader CrowdStrike (NASDAQ: CRWD) started out the year strong — on January 2, CRWD stock was trading at $246, and by July 8, it had risen to $390.71. Unfortunately, this 58.82% surge didn’t last.A faulty update was distributed to the company’s software on July 19. Some 8.5 million operating systems across the world experienced crashes and were unable to properly restart. The incident is held to be the largest outage in the history of IT — and t ...

Have you evaluated the performance of CrowdStrike Holdings' (CRWD) international operations during the quarter that concluded in October 2024? Considering the extensive worldwide presence of this cloud-based security company, analyzing the patterns in international revenues is crucial for understanding its financial resilience and potential for growth. In the modern, closely-knit global economic landscape, the capacity of a business to access foreign markets is often a key determinant of its financial well- ...