Key Takeaways CRWD's Falcon Flex ARR reached $1.35B in Q3 fiscal 2026, more than tripling from last year.Falcon Flex speeds adoption, with more than 200 customers expanding contracts and some doubling spending.The model supports growth across cloud, identity and endpoint security via easier multi-module adoption.CrowdStrike’s (CRWD) Falcon Flex model continues to grow quickly and is becoming a central part of the company’s expansion strategy. In the third quarter of fiscal 2026, Annual Recurring Revenue (AR ...

Just like there’s an app for everything, there’s an ETF for every market need. And that’s very good news for investors who, like me, see big technology stocks as three things right now: Iconic, and deservedly so Highly appreciated as a group, though some more than others Very vulnerable to a correction, or worse My old adage is that “any stock can go up in value at any time, for any reason. The difference between one stock and another, or one ETF and another, is the degree to which big-loss poten ...

Key Takeaways CRWD outperforms PANW with stronger revenue growth and expanding adoption of its Falcon platform.CRWD's Falcon Flex ARR hit $1.35B in Q3 FY26, more than tripling year over year.PANW sees slowing growth as shorter contracts and platform transitions weigh on top-line momentum. Palo Alto Networks (PANW) and CrowdStrike (CRWD) are both at the forefront of the cybersecurity space, playing key roles in guarding organizations from extensive cyberattacks. While Palo Alto Networks focuses broadly on ne ...

Core Insights - CrowdStrike has launched Falcon® AI Detection and Response (AIDR), a platform designed to secure the AI interaction layer, which is identified as the fastest-growing attack surface in the AI era [1][2] - Falcon AIDR is the first unified platform in the industry that provides comprehensive security for all layers of enterprise AI, including data, models, agents, identities, infrastructure, and interactions [1][3] Security Challenges - Prompt injection is highlighted as a significant security issue, where adversaries embed hidden instructions into Generative AI tools, potentially compromising AI systems [2] - The AI interaction layer is now considered the new attack surface, with prompts being likened to malware, necessitating real-time protection [2] Falcon AIDR Capabilities - Falcon AIDR offers unified visibility, governance, and enforcement across AI development and workforce usage, ensuring comprehensive protection [3] - The platform includes features such as blocking prompt injection attacks, stopping risky AI use in real time, and protecting sensitive data from unauthorized access [5] Strategic Importance - The introduction of Falcon AIDR is positioned as a critical advancement in securing AI systems, enabling organizations to innovate securely while mitigating risks associated with AI deployment [5][6]

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Core Viewpoint - The cybersecurity sector is experiencing increased spending from businesses, yet many leading stocks, including CrowdStrike, have seen declines despite strong earnings and guidance [3][4]. Group 1: Earnings Performance - CrowdStrike reported $1.23 billion in revenue, reflecting over 20% year-over-year growth, with adjusted earnings per share at 96 cents [5]. - Management raised full-year guidance for both revenue and profitability, indicating strong fundamentals [5][7]. Group 2: Investor Sentiment and Valuation - Despite strong Q3 results, CrowdStrike's narrow earnings beat did not meet elevated investor expectations, leading to stock struggles [4][7]. - The stock trades at a premium valuation compared to the broader software group and many cybersecurity peers, reflecting confidence in its growth profile and leadership in the market [8]. - Analysts remain optimistic with rising price targets, but investors may seek better entry points as growth multiples are reassessed [7][8].

Key Takeaways CRWD has surged 51.3% YTD, beating the Security industry and outperforming key peers' returns.Falcon Flex fueled revenue growth, triple ARR gains and rising multi-module customer adoption.Next-Gen SIEM posted record net new ARR, boosted by major wins and an expanded AWS partnership.CrowdStrike Holdings ((CRWD) shares have soared 51.3% year to date (YTD), outperforming the Zacks Security industry’s 15.6% growth. The stock has also outperformed the returns of other industry peers, including Sent ...

Key Takeaways CRWD's Next-Gen SIEM saw record net new ARR as customers shift from costly, slow legacy SIEM tools.A major European bank adopted Falcon SIEM, Onum and Charlotte AI in a large eight-figure replacement deal.Expanded AWS access lets millions use Falcon SIEM through Security Hub, widening CRWD's customer pipeline.CrowdStrike ((CRWD) is seeing strong momentum in its Next-Generation (Next-Gen) Security Information and Event Management (SIEM) as part of its mission to protect enterprises against evol ...

AUSTIN, Texas--(BUSINESS WIRE)--CrowdStrike (NASDAQ: CRWD) delivered 100% detection and 100% protection with no false positives in the 2025 MITRE ATT&CK® Enterprise Evaluations – the most technically demanding in the program's history. Through MITRE's first-ever cloud adversary emulation with attacks that moved across identity, endpoint, and cloud, the unified Falcon® platform demonstrated the architectural advantage required to stop modern cross-domain threats. "These were the most challen. ...

Core Insights - Meta Platforms, ASML, and CrowdStrike are potential candidates for stock splits in 2026, which could enhance accessibility for average investors and serve as a positive catalyst for their stock prices [1][2]. Meta Platforms - Meta Platforms is the only stock among the "Magnificent Seven" that has never split its stock, with a current price nearing $700, suggesting a possible split in 2026 [4]. - The company aims to bolster market confidence in its significant AI infrastructure investments while reducing spending on metaverse projects, indicating a strategic shift [5]. - Meta's AI initiatives have positively impacted ad revenue, contributing to a 26% revenue increase last quarter [7]. ASML - ASML's stock price exceeds $1,000, making it a strong candidate for a stock split in 2026, with its last split occurring in April 2000 [8]. - The company holds a monopoly on extreme ultraviolet lithography (EUV), essential for advanced semiconductor chips, positioning it well for the ongoing AI boom [9]. - ASML is developing a new generation of lithography technology, High-NA EUV, which will further enhance chip manufacturing capabilities [11]. CrowdStrike - CrowdStrike's stock price is over $500, and it has never split its stock, making 2026 a potential year for a split as its annual recurring revenue (ARR) begins to accelerate [12]. - Following a significant IT outage in 2024, CrowdStrike introduced a flexible licensing model, Falcon Flex, which has improved customer engagement and led to a 23% ARR growth last quarter [14]. - The company is experiencing strong momentum with its next-generation solutions, with nearly half of its customers using six or more modules [15].