CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the AI Stocks Analysts are Tracking Closely. On December 3, BMO Capital analyst Keith Bachman raised the firm’s price target on the stock to $555 from $500 and kept an “Outperform” rating on the shares. The price target raise follows CrowdStrike’s "solid" third quarter fiscal year 2026 results. Revenue for the quarter rose 22% year over year to $1.23 billion, slightly exceeding the 21% growth reported in the second quarter of fiscal 2026. ARR grew 23% yea ...

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the stocks Jim Cramer shed light on. Cramer noted that the stock holds a significant position in the Charitable Trust. He said: “Sometimes the cybersecurity stocks go out of style, but as I lay out in How to Make Money in Any Market, the cybersecurity business never goes out of style. The risk of being hacked is just too high, especially now that the bad guys have access to the tools, the artificial intelligence tools, which brings me to CrowdStrike, that ...

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or a ...

Core Insights - CrowdStrike's Q3 FY'26 results have significantly countered the negative market sentiment following the July 2024 outage, showcasing strong performance and customer retention [2][10] - The company reported a 73% increase in Net New Annual Recurring Revenue (ARR), reaching $265 million, indicating robust demand for its services [3][10] - The narrative around CrowdStrike has shifted from being perceived as a liability to being recognized as an essential utility in the cybersecurity landscape [5] Financial Performance - CrowdStrike's revenue growth stands at 29% year-on-year, with a free cash flow margin of 25%, demonstrating a balance of rapid growth and profitability [8] - The company's price-to-sales (P/S) ratio is approximately 22x for FY'27, significantly higher than competitors like SentinelOne at 5x and Palo Alto Networks at ~11x [8] Competitive Landscape - Despite concerns about competition from Microsoft and SentinelOne, CrowdStrike's customer base appears to be growing, with 49% of subscription clients now using six or more modules [8] - The outage has inadvertently highlighted Microsoft's vulnerabilities, reinforcing CrowdStrike's position as a critical component of enterprise security [8][9] Product Innovation - The introduction of "Falcon Flex" has allowed customers to utilize multiple modules under a single contract, reducing friction and increasing module adoption [7][8] - Flex customers typically use an average of nine modules, which locks them into the CrowdStrike ecosystem and diminishes the threat from point solution competitors [8] Market Position - CrowdStrike is now viewed as a "Systemically Important Institution" trading at a discount relative to its capabilities, suggesting potential for future growth [4] - The company's management has emphasized record achievements in Next-Gen SIEM, positioning it as a leader in evolving security solutions [9]

And with that, it is now time for the big three. We've got three stocks, three charts, and three trades. Rick Ducat, of course, here to take us through the charts. And here to take us through the trades today is Jason Brown from the brownreport.com and the author of five-year millionaire. Great to have you both with us. Jason, great to have you back on the show.Would love to quickly start with just a big picture thought on some of the market action we've seen so far in December. >> Yeah, good to see you guy ...

CrowdStrike Holdings (CRWD) is a leading cybersecurity company that delivers an AI-native cloud platform to prevent breaches across endpoints, identities, cloud workloads, and data. It unifies endpoint detection and response, threat intelligence, identity protection, and next-gen SIEM to stop sophisticated attacks in real time for enterprises and governments worldwide. Founded in 2011, CrowdStrike is headquartered in Austin, Texas, with operations across North America, Europe, Asia-Pacific, and other regi ...

CrowdStrike (NASDAQ: CRWD) and Zscaler (NASDAQ: ZS) reported strong earnings in late November and early December, revealing two fundamentally different approaches to cloud security. ...

We came across a bullish thesis on CrowdStrike Holdings, Inc. on Business Ontology’s Substack by Lorenzo Bastianelli. In this article, we will summarize the bulls’ thesis on CRWD. CrowdStrike Holdings, Inc.'s share was trading at $509.16 as of November 28th. CRWD’s trailing and forward P/E were 401.83 and 105.26 respectively according to Yahoo Finance. Cybersecurity Underdog: Allot Rides Telco Tailwinds and SMB Momentum Den Rise/Shutterstock.com CrowdStrike Holdings, Inc. provides cybersecurity solution ...

The cybersecurity specialist's latest quarter highlights accelerating growth. But the stock price assumes years of flawless execution.Earlier this week, CrowdStrike (CRWD +1.30%) reported fiscal third-quarter results that reinforced why the stock has been one of 2025's standout cybersecurity names. Revenue growth accelerated as key customer metrics improved following a turbulent period tied to last year's high-profile platform outage.The cloud-native cybersecurity specialist, best known for its Falcon platf ...

Evercore ISI将CrowdStrike的目标价从430美元上调至460美元，维持"中性"评级。(格隆汇) ...