Industry Overview - Cybersecurity is a rapidly growing market driven by the digitization of organizations and the increasing scale of cyber threats, with demand expected to continue growing through 2026 as threats evolve and architectures shift to cloud and AI [1] - The global cybersecurity market is projected to grow from $218.98 billion in 2025 to $562.77 billion by 2032, reflecting a compound annual growth rate (CAGR) of 14.40% [2] - Key sectors for investment opportunities include finance, healthcare, and government, with significant potential in AI-driven security, managed security services, and zero-trust architectures, particularly in emerging markets like Asia Pacific and South America [2] Market Dynamics - The cybersecurity sector benefits from strong secular tailwinds, but faces challenges such as intense competition, rapid technological changes, regulatory complexity, and high talent costs [3] - As cyber threats increase across various environments, companies are compelled to invest more in cybersecurity, making it essential for business continuity and digital trust [1][3] Company Highlights - **Qualys Inc. (QLYS)**: A leading provider of information security solutions, with a focus on continuous product innovation in areas like Vulnerability Management, Detection, and Response. The company raised its full-year 2025 revenue guidance to $665.8 million to $667.8 million, reflecting a 10% year-over-year increase [5][6] - **Fortinet Inc. (FTNT)**: Provides network security appliances and Unified Threat Management solutions. The company is experiencing strong demand from large enterprise customers, although it faces challenges in sales execution and marketing efficiency. Its full-year revenue guidance is $6.72 billion to $6.78 billion [8][9] - **CrowdStrike (CRWD)**: Specializes in next-generation endpoint protection and threat intelligence. The company expects revenues for fiscal 2026 to be between $4.797 billion and $4.807 billion, with a strong sales pipeline and customer adoption of its Falcon platform [10][11] - **Palo Alto Networks (PANW)**: Offers network security solutions and is enhancing its platform strategy through the acquisition of CyberArk Software, expected to close in the second half of fiscal 2026. This acquisition aims to strengthen identity-aware security and is projected to be accretive to revenue growth and gross margin [14][15]

Wedbush发表研报指，网络安全服务提供商CrowdStrike将是2026年"押注网络安全与AI交汇主题"的最佳 投资方式之一。Wedbush维持对CrowdStrike的"跑赢大盘"评级及600美元目标价。 ...

智通财经APP获悉，华尔街知名投资机构Wedbush发布研报称，网络安全领域的重要参与者CrowdStrike Holdings Inc.(CRWD.US)将是2026年"押注网络安全与AI交汇主题"的最佳投资方式之一。该机构维持对 这家网络安全服务提供商股票的"跑赢大盘"评级以及高达600美元目标价，并补充表示，CrowdStrike在 2026年将是Wedbush所编制的IVES AI 30(美股AI科技30强)名单上的核心赢家。CrowdStrike 最新股价徘 徊在477美元，今年以来股价涨幅高达40%，Wedbush目标价意味着25%潜在涨幅，以及将突破11月创下 566美元这一历史最高位。 CrowdStrike——堪称是受益于全球AI大浪潮的网络安全巨头。随着全球进入AI时代，当前网络安全市 场保持强劲增长态势，全球企业尤其是美国科技巨头们对网络安全领域的投入在多重因素驱动下稳步抬 升，背后的逻辑主要在于云计算和生成式AI技术导致全球"攻击面"扩大化、网络威胁手段日益复杂(包 括黑客利用最先进AI大模型)、以及围绕AI和数据安全的监管合规要求日趋严格等因素。 CrowdStrike已经将突破性的 ...

The cybersecurity company CrowdStrike Holdings Inc. (NASDAQ: CRWD) posted better-than-expected third-quarter results and raised its full-year 2026 revenue guidance. ...

Key Takeaways CRWD is driving growth through Falcon Flex, with ARR from Flex customers reaching $1.35B in Q3 fiscal 2026.FTNT is seeing strong SASE momentum, as FortiSASE billings grew over 100% year over year in Q3 2025.ZS is scaling fast in AI, Zero Trust and data security, with these pillars surpassing $1B in combined ARR.Cybercrime costs are exploding as more people, businesses, and governments rely on digital systems. Companies now use cloud platforms, online payments, remote work tools, and connected ...

CrowdStrike logo appears on a digital shield in a server room. Key Points CrowdStrike’s long-term growth story still hinges on platform adoption and expanding annual recurring revenue as customers add more modules. Partnerships with Amazon Web Services, Deloitte, and Wipro broaden distribution and support the company’s consolidation pitch in enterprise security. After a pullback from recent highs, investors should track the stock’s 50-day moving average and whether fundamentals keep justifying a premiu ...

Group 1 - The article discusses the investment strategy of a family office fund led by Amrita, focusing on sustainable, growth-driven companies that aim to maximize shareholder equity [1] - CrowdStrike Holdings, Inc. (CRWD) is highlighted with a reiterated Buy rating, as its Ending Annual Recurring Revenue (ARR) is expected to increase [1] - Amrita's background includes experience in high-growth supply-chain start-ups and venture capital, emphasizing her expertise in maximizing returns for clients [1] Group 2 - The newsletter "The Pragmatic Optimist," co-founded by Amrita, focuses on portfolio strategy, valuation, and macroeconomics, aiming to make financial literacy accessible [1] - The newsletter has been recognized as a top finance newsletter on popular platforms, indicating its influence and reach in the investment community [1]

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]