Core Viewpoint - CrowdStrike is acquiring identity management startup SGNL for nearly $740 million to enhance its cybersecurity offerings amid increasing AI-driven cyber threats [1][2]. Group 1: Acquisition Details - The acquisition is aimed at improving the management of human and AI identity access requests on CrowdStrike's Falcon cloud security platform [2]. - The deal is expected to close in the first fiscal quarter of 2027 [2]. Group 2: Market Context - The identity management market is valued at $435 million as of the end of the second quarter and is recognized as a significant attack vector [3]. - Companies are increasingly focusing on strengthening identity security defenses due to the rising sophistication of cyberattacks driven by AI [3]. Group 3: Industry Implications - CEO George Kurtz highlighted the acquisition as a major opportunity for customers to enhance their protection and for CrowdStrike to disrupt the identity market [2]. - Recent incidents, such as attacks on Microsoft’s SharePoint and the first documented AI-led cyberattack by Anthropic, underscore the urgency for improved identity security [4].

CNBC's Jim Cramer said Tuesday that investors should grow more selective after the market's recent run, warning that buying stocks near their highs is often "a license to lose money."On a volatile session that saw sharp moves across major indexes, Cramer said investors should resist chasing stocks already up 30% or 40% for the year and instead wait patiently for better entry points.The Dow Jones Industrial Average fell 466 points to close the session, or 0.94%.Cramer cautioned against late-cycle enthusiasm ...

Before a global outage brought CrowdStrike ( CRWD ) into worldwide focus back in July of 2024 , the stock seemingly only knew one direction - up. After the incident, many investors feared that payments for the damage causedI am an investor and analyst with a strong focus on long-term compounders, high-moat businesses, and structurally growing industries. My core interest lies in identifying durable companies with economic resilience, pricing power, and capital efficiency — the kind of businesses that outper ...

Core Insights - The advancement of AI is driving a strong demand for next-generation cybersecurity solutions, highlighting the importance of companies like CrowdStrike Holdings, Inc. [1] Company Overview - CrowdStrike Holdings, Inc. is positioned as a key player in the cybersecurity sector, particularly as AI technologies continue to evolve [1]

Group 1 - The cybersecurity sector is viewed as highly attractive for long-term investment, with potential for even greater appeal in the next decade [1] Group 2 - The article is intended for a wide audience, from beginners to advanced readers, focusing on clear and reasoned analysis of stocks [2] Group 3 - The author has a beneficial long position in OKTA shares, indicating a personal investment interest in the company [3]

Market Analysis by covering: Alphabet Inc Class A, Amazon.com Inc, Micron Technology Inc, CrowdStrike Holdings Inc. Read 's Market Analysis on Investing.com ...

Key Takeaways U.S. military action of capturing Venezuela's leadership triggers a major geopolitical shock globally.Venezuela's oil impact is limited, as it produces about 1% of global supply and Chevron's exposure is small.Defense, cybersecurity tech & healthcare stocks stand to benefit from higher security spending and stability.The year 2026 has started in an unusually volatile way. The United States’ recent military action to capture Venezuela, home to the world’s largest proven oil reserves, has come a ...

Core Insights - CrowdStrike's Falcon Flex subscription model is a significant growth driver, with annual recurring revenue (ARR) from Flex accounts surpassing $1.35 billion, reflecting over 200% year-over-year growth in Q3 of fiscal 2026 [1][9] Group 1: Falcon Flex Model - Falcon Flex enables customers to adopt new modules quickly, resulting in larger deals and faster platform usage [2] - Notable expansion deals include a large European bank renewing over 500,000 workload endpoint deployments and a global healthcare customer signing an eight-figure Falcon Flex contract [2] - Re-Flex activity is increasing, with the number of re-Flex customers more than doubling sequentially, indicating customers are expanding usage after realizing the platform's value [3] Group 2: Overall Company Performance - Total ARR for CrowdStrike reached $4.92 billion, a 23% increase year-over-year, with record net new ARR of $265 million [4] - The Zacks Consensus Estimate predicts a year-over-year revenue increase of around 21% for both fiscal 2026 and 2027 [4] Group 3: Competitive Landscape - Competitors like Palo Alto Networks and SentinelOne are also experiencing growth through platform expansion and AI innovation, with Palo Alto Networks' Next-Gen Security ARR increasing by 29% year-over-year [5] - SentinelOne reported a 23% year-over-year growth in its ARR, driven by the adoption of its AI-first Singularity platform [6] Group 4: Valuation and Earnings Estimates - CrowdStrike's shares have declined by 8.6% over the past three months, while the Zacks Security industry has seen a decline of 14% [7] - The company trades at a forward price-to-sales ratio of 19.87, significantly higher than the industry average of 12.17 [10] - Earnings estimates for fiscal 2026 imply a year-over-year decline of 5.6%, while fiscal 2027 estimates indicate a growth of 28.7% [13]

Listen and subscribe to Opening Bid Unfiltered on Apple Podcasts, Amazon Music, Spotify, YouTube, or wherever you find your favorite podcasts. Winning on and off the grid is the daily focus of CrowdStrike (CRWD) founder and CEO George Kurtz. Kurtz is an accomplished endurance racer with a passion for driving Mercedes AMG cars. That recently led him to purchase a minority interest in the Mercedes F1 team, which CrowdStrike has sponsored, for a cool $300 million. It's an incredible marrying of Kurtz's pub ...

Core Insights - Palantir and CrowdStrike are identified as two of the most expensive AI stocks, with investor concerns primarily focused on valuation despite a general interest in AI stocks for 2026 [1] Palantir Technologies - Palantir's stock trades at a forward price-to-sales (P/S) ratio of 67 times 2025 analyst estimates and 49 times 2026 consensus, significantly exceeding the median enterprise value-to-sales multiple of around 20 times for software stocks in 2021 and 2022 [2] - The company has experienced accelerating revenue growth, reaching 63% last quarter, driven by increased adoption of its Artificial Intelligence Platform (AIP) among U.S. commercial customers [4] - Palantir's customer count increased by 45% in Q3 2025, and its net dollar retention rate is at 134%, indicating strong growth from existing customers [5] - The U.S. government, as Palantir's largest customer, is also expanding its contracts as it modernizes its defense and intelligence capabilities [6] - Despite its growth potential, the stock is considered overvalued, with historical examples of major tech companies experiencing significant stock price declines before eventual recoveries [7] CrowdStrike - CrowdStrike's stock trades at a forward P/S multiple of nearly 25 times the fiscal 2026 consensus and 20 times fiscal 2027 forecasts, raising concerns about its valuation [10] - The company's annual recurring revenue (ARR) growth had been decelerating but accelerated to 23% last quarter, while total revenue rose 22% [11] - The introduction of the Falcon Flex licensing model has significantly boosted ARR for customers adopting it, with some seeing their ARR triple in Q3 [12] - For CrowdStrike to justify its current valuation, revenue growth needs to accelerate to the 30% range and maintain that level [13]