I recently joined The REIT Forum and if you are looking for more investment ideas like this one, get them exclusively at The REIT Forum with access to our subscriber only portfolios.When I last wrote on CrowdStrike Holdings, Inc. ( CRWD ) last month, I reiterated my Buy rating on the stock, as its Ending ARR (Annual Recurring Revenue) was projected to inflect higher, with Net NewAmrita runs a boutique family office fund in beautiful Vancouver, where she leads the investment strategy for the family fund. The ...

The luxury market might still be in a slump, but the S&P Global Luxury Index hasn't done badly at all this year. It's up by almost 15% YTD, in line with the rise seen for the S&P 500 (Manika is a macroeconomist with over 20 years of experience in industries including investment management, stock broking, investment banking. She also runs the profile Long Term Tips [LTT], which focuses on the generational opportunity in the green economy. Her investing group, Green Growth Giants, takes the theme a step furth ...

Core Insights - CrowdStrike Holdings (CRWD) is leveraging partnerships to drive growth and enhance its market presence, particularly through the Falcon platform [1] Partnerships and Growth - The partnership with Amazon Web Services (AWS) allows CrowdStrike's Falcon Next-Generation Security Information and Event Management (SIEM) to be integrated directly into AWS Security Hub, facilitating easier access for AWS customers [2] - Collaborations with global system integrators like EY, Deloitte, and Wipro are enabling CrowdStrike to attract large enterprise clients looking to upgrade from legacy security tools [3] - The partnership with F5 enables Falcon to operate on F5 appliances, enhancing infrastructure security, while the Kroll partnership is transitioning approximately 500,000 endpoints to Falcon, targeting mid-market customer segments [4] Financial Performance and Estimates - The Zacks Consensus Estimate predicts a revenue increase of around 21% year-over-year for both fiscal 2026 and 2027 [5] - CrowdStrike's shares have decreased by 2.4% over the past three months, outperforming the Zacks Security industry's decline of 8.4% [8] - The forward price-to-sales ratio for CrowdStrike is 21.23, significantly higher than the industry average of 11.79 [12] - Earnings estimates indicate a decline of 5.6% for fiscal 2026, followed by a growth of 28.7% for fiscal 2027, with recent upward revisions of 4 cents and 3 cents respectively [15]

Summary of Key Points from the Conference Call Industry Overview - The conference call focuses on the **US Technology Equities** sector, particularly the **software and AI** landscape, highlighting the transition towards AI productization expected by **2026** [1][2]. Core Insights - **AI Productization Timeline**: 2026 is projected as the pivotal year for AI productization within enterprise software, moving from early-stage deployment to widespread enterprise integration [1][2]. - **Current AI Deployment Challenges**: Companies are still in the early stages of AI experimentation, facing challenges in hiring skilled talent and achieving meaningful results from initial projects [1][2]. - **Shift in Investment Focus**: There is a notable shift from hardware to software investments as companies begin embedding AI into their existing workflows, with significant advancements seen in companies like **Oracle, Microsoft, Salesforce, and ServiceNow** [1][2][5]. - **Monetization Visibility**: Vendors controlling structured enterprise processes are expected to have improved monetization visibility as AI becomes a value-added feature in their product suites [2]. Financial Performance Highlights - **Q3 Earnings Performance**: Most companies reported modest revenue beats but significant improvements in non-GAAP operating income and EPS, indicating early economic benefits from AI deployments [7][9]. - **Revenue Growth Constraints**: Despite increased interest in AI, enterprise budget expansions remain modest, limiting revenue growth [9]. - **Profitability Boost from AI**: AI-driven efficiencies are enhancing unit economics, leading to higher non-GAAP operating income and EPS, even without substantial revenue increases [9]. Company-Specific Insights - **Preferred AI Stocks**: The report identifies **Oracle (ORCL), Microsoft (MSFT), ServiceNow (NOW), and Salesforce (CRM)** as preferred stocks likely to benefit from their strategic positioning in the AI landscape by 2026 [2][5]. - **Earnings Revisions**: Companies like **Microsoft** and **Palantir** have seen significant upward revisions in revenue and EPS forecasts, reflecting strong AI-related demand [13][14]. - **CoreWeave's Performance**: CoreWeave reported revenue of **USD 1,365 million** for Q3, exceeding consensus but below estimates, with concerns about asset turnover and future guidance indicating potential revenue decline [18][19]. Market Dynamics - **AI Infrastructure Demand**: The demand for AI infrastructure and data workloads is solid, with companies like **Oracle and CoreWeave** aggressively scaling capacity [15]. - **Investor Sentiment**: There is a growing investor focus on how companies will deploy AI to solve business problems, with many still not fully recognizing the link between AI deployment and enterprise software [2]. Conclusion - The technology sector is on the brink of a significant transformation driven by AI, with 2026 expected to be a critical year for monetization and integration into enterprise workflows. Companies that are well-positioned in the software space are likely to capitalize on this trend, while challenges remain in the broader economic environment and enterprise budget constraints.

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) ranks among the best high growth stocks to buy now. Following CrowdStrike Holdings, Inc. (NASDAQ:CRWD)’s fiscal third-quarter results, DA Davidson reiterated its Buy rating and $580 price target for the company’s shares. The cybersecurity company had a solid quarter, with annual recurring revenue (ARR) growth increasing to 23% year-over-year, up from 20% the prior quarter. Meanwhile, net new ARR totaled $265 million, beating consensus projections of $238 million. ...

Deep-pocketed investors have adopted a bearish approach towards CrowdStrike Holdings (NASDAQ:CRWD), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in CRWD usually suggests something big is about to happen.We gleaned this information from our observations today when Benzinga's options scanner highlighted 9 extraordinary options activities f ...

Core Insights - Wedbush predicts a significant rise in technology stocks, with an expected increase of over 20% by 2026, driven by advancements in artificial intelligence [1][2] Group 1: AI and Technology Predictions - The second, third, and fourth derivative applications of artificial intelligence will take shape in software, chips, and infrastructure, contributing to the anticipated rise in tech stocks [2] - Apple and Google are set to formalize their AI partnership around the Gemini project, which is expected to bolster Apple's AI strategy and help achieve a market valuation of $5 trillion by 2026 [2][3] - Microsoft is projected to experience its best growth period by 2026, becoming the top-performing cloud software company as more enterprises accelerate their AI strategies using Azure [3][4] Group 2: Company-Specific Forecasts - Tesla is expected to successfully launch autonomous taxis in over 30 cities by 2026, with a base stock price target of $600 and an optimistic target of $800 [2] - Crowdstrike and Palo Alto Networks are highlighted as top picks in the cybersecurity sector, which is anticipated to see mergers and acquisitions [3] - Oracle is expected to reach a stock price target of $250 by 2026, despite current market pessimism [3] - Nvidia remains a leader in the AI chip sector, with an optimistic stock price target of $275 by 2026, as it expands its market in China [4] - Palantir Technologies is expected to become a key player in the AI revolution with its AI platform, aiming for a valuation of $1 trillion within the next 2 to 3 years [4] Group 3: Acquisition and Investment Opportunities - Nebius is identified as a potential acquisition target for a major data center by 2026, with Microsoft, Alphabet, and Amazon as possible buyers [2] - Quantum technology companies like IonQ and Rigetti Computing are seen as candidates for investment due to their national security implications [3]

Dan Ives领导的分析师团队称："展望2026年，科技界和投资者对人工智能革命既兴奋又担忧。一方 面，这是正在形成的第四次工业革命……另一方面，要达到企业/消费者人工智能革命的顶峰，需要数 万亿美元的投入，这让投资者感到不安和怀疑。" 智通财经APP获悉，Wedbush重点介绍了其对 2026 年的十大科技投资预测，其中包括科技股在 2026 年 上涨超过 20%，以及苹果(AAPL.US)和 Alphabet (GOOGL.US)旗下的谷歌宣布围绕Gemini建立正式的人 工智能合作伙伴关系。 分析师认为双方可能同时都有道理，这"最终表明 2026 年是人工智能革命建设的转折点之年"。 Wedbush对2026年十大科技趋势的预测： 1、分析师表示，随着人工智能革命的第二、第三、第四个衍生应用在软件/芯片/基础设施领域逐渐成 形，科技股在 2026 年将上涨超过 20%。 2、分析师补充道，特斯拉(TSLA.US)将于2026年在超过30个城市成功推出无人驾驶出租车，并开始大 规模生产智能网约车，从而开启埃隆·马斯克及其公司真正的自动驾驶时代。Wedbush指出，其对特斯拉 的基本预期股价为600美元， ...

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the Buzzing AI Stocks on Wall Street. On December 15, Citizens maintained “Market Outperform” rating on the stock with a price target of $550.00. Analysts at the firm have defended CRWD’s premium valuation, citing its strong leadership position in the endpoint protection market. The company currently trades at a calendar year 2026 estimated EV/revenue multiple of 21.5x and a CY26E EV/FCF multiple of 71.7x. Meanwhile, the firm’s $550 price target implies ...

CrowdStrike Holdings, Inc. (CRWD) is a leading U.S. cybersecurity technology company headquartered in Austin, Texas. Valued at a market cap of $123.2 billion, it specializes in cloud‑native security solutions designed to prevent breaches and protect enterprise IT infrastructure globally. Its core offering is the Falcon platform, a software‑as‑a‑service (SaaS) suite that provides comprehensive protection across endpoints, cloud workloads, identity, and data by combining real-time threat detection, automated ...