Partnership unites Kroll's cyber expertise with the CrowdStrike Falcon platform to deliver 24/7 expert- and agent-led, full-cycle protection across its global customer base NEW YORK, Dec. 2, 2025 /PRNewswire/ -- Kroll, the leading independent provider of global financial and risk advisory solutions, and CrowdStrike (NASDAQ: CRWD) today announced a multi-year strategic partnership to elevate managed detection and response (MDR) services and accelerate customers' cyber resilience worldwide. Continue Reading A ...

We're back on [music] Morning Trade Live. Crowd Strike will be in focus after the close today when the company reports earnings this afternoon. Analysts are expecting adjusted EPS to come in at 94 cents for the quarter on revenue just above $1.2% billion.Shares are up more than 45% this year. Let's go inside out on Crowd Strike ahead of earnings. Joining us now is Nathaniel Bradley, the CEO of Datava AI.Thanks so much for your time, Nathaniel. talk us through what your expectations are for Crowd Strike's ea ...

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the Buzzing AI Stocks on Wall Street. On December 1, KeyBanc raised the firm’s price target on the stock to $570 from $510 and kept an “Overweight” rating on the shares. The firm is optimistic about Crowdstrike’s role as a consolidator and leader in agentic SOC. According to the firm, Crowdstrike is becoming a leader in its category and is best positioned to “deliver upon an agentic SOC strategy.” However, solid firm checks and positive qualitative feedba ...

Group 1 - Major market movers from the technology and financial sectors are set to report earnings, with Salesforce Inc. and Royal Bank Of Canada among the key companies [1] - Earnings density peaks on Thursday with 24 reports, including significant contributions from Canadian banks like Toronto Dominion Bank [1] - CrowdStrike Holdings Inc. will also report earnings after the close on Tuesday, December 2nd, indicating a strong technology presence early in the week [1]

Baron Funds, an investment management company, released its “Baron Fifth Avenue Growth Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. In Q3 2025, the fund gained 5.7% (Institutional Shares) compared to the Russell 1000 Growth Index’s (R1KG) 10.5% gain and the S&P 500 Index’s (SPX) 8.1% return. The fund is up 14.4% YTD compared to 17.2% and 14.8% for the indexes. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025. In its third-q ...

U.S. stock futures rose on Tuesday after declining on Monday. Futures of major benchmark indices were higher.On Monday, the month of December kicked off with benchmark indices declining after a five-day winning streak.Meanwhile, the UK and the U.S. reached a landmark agreement to eliminate tariffs on British pharmaceutical products being exported to America. The U.S. has also pledged not to challenge the UK's pharmaceutical pricing practices in any sector investigations for the remainder of President Donald ...

Core Insights - AWS announced new partnerships with several companies during the re:Invent 2025 conference, aiming to enhance cloud services and improve operational efficiencies [1][2] Group 1: Partnerships and Collaborations - AWS partnered with CrowdStrike to launch an enhanced SaaS quick-start service for its Falcon advanced security incident management platform, aimed at simplifying deployment and reducing costs for AWS customers [1] - The collaboration with BlackRock involves integrating the Aladdin investment management platform into AWS, providing clients with more options for deploying their technology ecosystems [1] - S&P Global's partnership with AWS will allow clients to leverage AI agents for complex inquiries related to markets, finance, and energy through new model integration [2] Group 2: Efficiency and Sustainability Initiatives - AWS and Trane Technologies aim to improve energy efficiency by 15% across over 30 Amazon food distribution centers, aligning with Amazon's sustainability goals [2] - The partnership with Visa focuses on supporting developers and businesses in building autonomous commerce systems, with the Visa Intelligent Commerce platform now available on AWS Marketplace [2]

Core Viewpoint - Analysts maintain a broadly bullish stance on CrowdStrike Holdings Inc. ahead of the company's third-quarter results, with several firms raising their price targets significantly [1][6]. Price Target Adjustments - KeyBanc analysts raised the price target to $570 per share, reflecting a 13% upside from current levels, citing the company's strategic positioning as a "consolidator" in the security operations space [2]. - JPMorgan Chase increased its price target to $580 per share, indicating a 15% upside, while Wedbush Securities set a target of $600 per share, emphasizing the company's potential in the AI sector [7]. - The consensus price target for CrowdStrike stands at $534.16 per share, with a high end of $640 per share, representing a potential upside of 26.9% [8]. Earnings and Growth Outlook - Analysts expect CrowdStrike to report a "solid quarter," with a forecasted F3Q NNARR of approximately $255 million, reflecting a 15% quarter-over-quarter growth compared to a historical average of 13% [5]. - Despite strong earnings growth, there are concerns about "sluggish" earnings performance over the past year, with analysts noting the need for the company to convert positive sentiment into tangible growth [9][10]. Valuation Concerns - The stock is currently trading at 109 times forward earnings and 29 times sales, leading to concerns about its high valuation relative to peers, which some analysts describe as "frothy" [10]. - DA Davidson reiterated a "Buy" rating while raising its target from $515 to $580 per share, acknowledging the valuation concerns but maintaining a positive outlook [10]. Market Sentiment - CrowdStrike shares experienced a slight decline of 0.99% on Monday but showed a 1.16% increase overnight ahead of the earnings report, indicating a generally positive market sentiment [11].

格隆汇12月2日｜摩根大通将Crowdstrike的目标价从500美元上调至580美元，维持"增持"评级。(格隆汇) ...

Market Overview - The CNN Money Fear and Greed index indicates a slight easing in overall fear levels, yet remains in the "Extreme Fear" zone with a current reading of 23.0, up from 18.6 [6][7] - U.S. stocks experienced a decline on Monday, with the Dow Jones falling over 400 points, closing lower by approximately 427 points at 47,289.33 [4] Stock Performance - The Dow Jones index had a strong rally last week, increasing more than 3%, while the S&P 500 and Nasdaq Composite surged nearly 4% [1] - In contrast, the Nasdaq dipped almost 2% last month, while the S&P 500 and Dow recorded slight gains during November [2] Economic Indicators - The S&P Global manufacturing PMI was revised higher to 52.2 in November from a preliminary reading of 51.9, but decreased from October's final reading of 52.5 [3] - The ISM manufacturing PMI fell to 48.2 in November, marking the lowest reading in four months, down from 48.7 in the previous month and missing market estimates of 48.6 [3] Sector Performance - Most sectors on the S&P 500 closed negatively, with utilities, industrials, and healthcare stocks experiencing the largest losses [4] - Conversely, energy and information technology stocks closed higher, bucking the overall market trend [4] Company News - Strategy Inc. (NASDAQ:MSTR), the largest corporate holder of Bitcoin, reduced its 2025 earnings guidance and announced a share sale to build a $1.44 billion reserve [2] - Investors are anticipating earnings results from United Natural Foods Inc. (NYSE:UNFI), Signet Jewelers Ltd. (NYSE:SIG), and CrowdStrike Holdings Inc. (NASDAQ:CRWD) [5]