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 ...

Core Insights - CrowdStrike's Falcon Flex model is rapidly growing and is integral to the company's expansion strategy, with Annual Recurring Revenue (ARR) from Falcon Flex customers reaching $1.35 billion in Q3 fiscal 2026, more than tripling from the previous year [1][9] Group 1: Falcon Flex Growth and Impact - Falcon Flex facilitates quicker adoption of new modules without lengthy contract processes, resulting in increased platform usage and strong re-Flex activity, with over 200 customers expanding their contracts in Q3 [2][9] - The model is driving growth in key product areas such as Next-Generation Security Information and Event Management, cloud security, identity security, and endpoint protection, as it reduces procurement friction and encourages multi-module adoption [3][9] - Falcon Flex is expected to remain a significant growth engine for CrowdStrike, contributing to increased ARR, larger deal sizes, and deeper platform utilization, with revenue estimates indicating a year-over-year increase of around 21% for fiscal 2026 and 2027 [4] Group 2: Competitive Landscape - Competitors like Palo Alto Networks and SentinelOne are also experiencing growth through platform expansion and AI innovations, with Palo Alto Networks reporting a 29% year-over-year increase in its Next-Gen Security ARR in Q1 fiscal 2026 [5] - SentinelOne achieved a 23% year-over-year growth in its ARR for Q3 fiscal 2026, driven by the adoption of its AI-first Singularity platform [6] Group 3: Financial Performance and Valuation - CrowdStrike's shares have increased by 9.6% over the past three months, contrasting with a 3.3% decline in the Zacks Security industry [7] - The company trades at a forward price-to-sales ratio of 21.56, significantly higher than the industry average of 11.83 [11] - The Zacks Consensus Estimate for CrowdStrike's fiscal 2026 earnings suggests a year-over-year decline of 5.6%, while fiscal 2027 earnings are expected to grow by 28.8%, with recent upward revisions in estimates [14]

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]

TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the third quarter, all the major asset classes posted positive returns except fixed income assets outside the US. The strategy returned 4.00% (gross) and 3.78% (net) compared to a 2.78% return for the Russell Midcap Growth Index. In addition, please check the fund’s top five holdings to know its best picks in 20 ...

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 ...