Core Insights - CrowdStrike is enhancing its AI-focused partnerships to expand as a comprehensive cybersecurity platform, with approximately 60% of new business in Q2 of fiscal 2026 generated through these partnerships [1][11] - Recent collaborations with CoreWeave, EY, and NVIDIA emphasize CrowdStrike's commitment to securing AI workloads and modernizing security operations for real-time threat detection [1][11] Partnership Developments - The partnership with CoreWeave integrates Falcon security into CoreWeave's AI cloud, allowing CrowdStrike to protect the entire AI ecosystem where models are built, trained, and deployed [2] - EY has chosen CrowdStrike's Falcon Next-Gen Security Information and Event Management (SIEM) as the foundation for its global managed services, indicating strong growth potential for CrowdStrike's Next-Gen SIEM business, which saw a more than 95% year-over-year increase in annual recurring revenues, exceeding $430 million [3] - The collaboration with NVIDIA aims to deliver continuously learning AI agents for real-time threat detection across various environments, aligning with the growth of CrowdStrike's Charlotte AI, which increased over 85% from the previous quarter [4] Growth Prospects - The partnerships are expected to bolster CrowdStrike's platform strategy and enhance adoption across its offerings, contributing to a projected revenue growth of around 21% year-over-year for fiscal 2026 and 2027 according to the Zacks Consensus Estimate [5] Competitive Landscape - Key competitors such as Palo Alto Networks and Okta are also focusing on acquisitions to enhance their platforms and drive AI innovation [6] - Palo Alto Networks is pursuing the acquisition of CyberArk Software to strengthen its identity-driven threat protection capabilities [7] - Okta's acquisition of Axiom Security aims to enhance its privileged access management tools [8] Financial Performance - CrowdStrike's shares have increased by 43.4% year-to-date, outperforming the Zacks Security industry's growth of 11.2% [9] - The company is currently trading at a forward price-to-sales ratio of 21.97, significantly higher than the industry average of 11.97 [13] - The Zacks Consensus Estimate indicates a projected earnings decline of 6.6% for fiscal 2026, followed by a growth of 29.3% for fiscal 2027, with estimates remaining unchanged over the past 60 days [16]

Core Insights - CrowdStrike and Fortinet are leading companies in the cybersecurity sector, focusing on protecting organizations from cyberattacks [1][2] - The cybersecurity market is projected to grow at a CAGR of 12.45% from 2025 to 2030, driven by increasing cyber threats [2] CrowdStrike Overview - CrowdStrike's Falcon platform is a cloud-native security solution that secures various environments and endpoints [4] - The platform offers 29 cloud modules under a SaaS subscription model, with subscription sales increasing from 72% in fiscal 2017 to 95% in fiscal 2025 [5] - The Falcon Flex subscription model has been a key driver of customer growth, with 48% of subscription customers using six or more modules by the end of Q2 fiscal 2026 [6] - In Q2, CrowdStrike added $221 million in net new annual recurring revenues (ARR), bringing total ARR to $4.66 billion, a 20% increase year-over-year [7] - The company expects revenues for fiscal 2026 and 2027 to be $4.78 billion and $5.80 billion, respectively, indicating a year-over-year increase of around 21% [9][10] Fortinet Overview - Fortinet's Q3 2025 results showed a 14% year-over-year growth in both billings and revenues, with a record operating margin of 37% [11] - The company's SASE business saw significant growth, with Unified SASE billings increasing by 19% and FortiSASE billings rising over 100% [12] - Fortinet's product revenues grew by 18%, driven by demand for hardware upgrades and operational technology security [13] - However, service revenues grew only 13%, indicating slower growth compared to product revenues [14] - For full-year 2025 and 2026, Fortinet's revenue estimates are $6.75 billion and $7.50 billion, reflecting year-over-year increases of approximately 13.3% and 11% [15][16] Price Performance and Valuation - Year-to-date, CrowdStrike shares have increased by 43.4%, while Fortinet shares have decreased by 16.6% [17] - CrowdStrike is trading at a forward sales multiple of 21.97, while Fortinet is at 7.91, indicating higher growth expectations for CrowdStrike [19] - CrowdStrike's strong revenue visibility and growth prospects justify its higher valuation compared to Fortinet [22] Conclusion - CrowdStrike is recommended as a strong buy due to its leadership in the cybersecurity space and robust growth potential, while Fortinet is suggested for holding or waiting for better entry points [22][23]

Core Insights - CrowdStrike Holdings Inc. has announced strategic partnerships with Google, F5, and CoreWeave [1] Company Developments - The partnerships aim to enhance CrowdStrike's cybersecurity offerings and expand its market reach [1] - Collaborations with major tech companies like Google and F5 indicate a strong positioning in the cybersecurity landscape [1] Industry Implications - The strategic alliances may lead to improved technological integration and innovation within the cybersecurity sector [1] - These partnerships could potentially increase competition among cybersecurity firms, driving advancements in security solutions [1]

Core Insights - The article discusses the best long-term stocks to buy according to Reddit, highlighting the significant influence of retail traders in the current market environment [1][4]. Retail Trading Trends - Retail trading activity has surged by 50% compared to the previous year, surpassing levels seen during the GameStop frenzy in 2021, contributing to increased market volatility [2]. - In the first week of October, retail investors made net purchases of approximately $7 billion, a notable increase from the previous two months' average of $5.3 billion [3]. Stock Selection Methodology - The analysis involved reviewing various subreddits to identify stocks favored by Reddit users, focusing on companies with an average annual revenue growth exceeding 20% over the past five years [6]. - A final list of 15 stocks was compiled, all projected to have at least a 10% upside as of November 20 [6]. Company Highlights CrowdStrike Holdings, Inc. (NASDAQ:CRWD) - Projected upside potential of 10.09% as of November 20, with a five-year share price return of 244.02% [8][9]. - In fiscal Q2 2026, revenue grew by 21% year-over-year to approximately $1.17 billion, with subscription revenue increasing by 20% [11]. - The company reported a record net new annual recurring revenue of $221 million, contributing to a total annual recurring revenue of $4.66 billion, reflecting a 20% growth from the previous year [11]. Exxon Mobil Corporation (NYSE:XOM) - Projected upside potential of 10.1% as of November 20, with a five-year share price return of 216.7% [15]. - Exxon announced a joint venture to operate the Bahia natural gas liquids pipeline, acquiring a 40% stake for $650 million, with the project expected to be operational by Q4 2027 [16][17]. - The company plans to invest approximately $140 billion in major capital projects through 2030, aiming to generate an additional $20 billion in earnings and $30 billion in cash flow by that time [18]. McDonald's Corporation (NYSE:MCD) - Projected upside potential of 10.2% as of November 20, with a five-year share price return of 42.07% [20]. - McDonald's reported nearly $20 billion in revenue during the first three quarters of 2025, a 2% increase from the same period in 2024, with a 3% rise in third-quarter revenue [22]. - The company has maintained a consistent dividend growth strategy, marking its 49th consecutive year of increasing its dividend, with a new annual dividend of $7.44 per share, yielding approximately 2.41% [24].

Core Insights - Cybersecurity company CrowdStrike confirmed the termination of an employee for allegedly sharing sensitive information with a hacking group [1][3] - The hacking group Scattered Lapsus$ Hunters claimed to have gained insider access to CrowdStrike's systems through a breach at Gainsight, a CRM company [2][3] - CrowdStrike refuted these claims, stating that their systems were never compromised and that customer data remained secure throughout the incident [3] Company Actions - CrowdStrike fired the insider after determining that he shared images of his computer screen externally [3] - The company has reported the incident to relevant law enforcement agencies [3] Hacking Group Activities - Scattered Lapsus$ Hunters is a collective of hackers utilizing social engineering techniques to gain unauthorized access to systems [4] - The group claimed to have stolen over 1 billion records from various companies relying on Salesforce for customer data management [5]

Group 1 - The overall market trend is weakening, but the biotech sector remains strong, ranking No. 3 out of 197 in the IBD's Biotech industry group [1] - United Therapeutics (UTHR) has seen a significant stock increase of 72% over the last few months, making it a key stock to watch [1] - United Therapeutics experienced a 33% stock surge last week, reflecting growing enthusiasm for its leading drug [4] Group 2 - United Therapeutics' Price Strength Rating has improved, and its stock has achieved an 81 RS Rating, indicating market leadership [4] - The company has received a Composite Rating upgrade and is now part of the 95-plus Composite Rating Club [4] - The launch of Yutrepia has positively impacted Liquidia's stock, while Insmed is trading at a 25-year high amid ongoing patent battles [4]

Hi Mike, good to see you. We're going to break the news right here, right now. Here with me is Toto Wolf.He is the CEO, team principal of the Mercedes F1 team, and George Curtz is the founder and CEO of Crowd Strike. This has been rumored, but now it's official. George, tell us about the news.>> It's official. Uh, I took a minority stake in the uh, Mercedes F1 team um, in partnership with Toto and couldn't be more excited about something that's been in the making for a bit and it really comes off the heels ...

Core Insights - Mercedes-AMG Petronas F1 is undergoing a change in ownership, with George Kurtz acquiring a minority stake, valued at $6 billion for the team [2][3][6] Group 1: Ownership and Investment - George Kurtz has acquired a 15% minority interest in Toto Wolff's ownership entity, equating to a 5% stake in the Mercedes F1 team [3] - The financial terms of Kurtz's investment were not disclosed, but the overall valuation of the Mercedes team is set at $6 billion [2] Group 2: Strategic Role and Technology Focus - Kurtz will serve as a technology advisor for Mercedes F1, focusing on enhancing data analytics and AI-driven development processes [4][5] - His role includes expanding U.S. and global tech partnerships, leveraging CrowdStrike's AI-powered protection for the team's infrastructure [5] Group 3: Competitive Landscape - The ownership change comes as Mercedes aims to regain its competitive edge in Formula 1 after a decline in performance relative to McLaren and Red Bull [6] - The team previously dominated the sport with eight consecutive constructors' titles from 2014 to 2021 but has not won since [6] Group 4: Market Trends - The popularity of Formula 1 in the U.S. is on the rise, driven by media exposure and the addition of new races, including a Cadillac-sponsored team next year [7]

Core Viewpoint - The surge in CrowdStrike's stock price reflects investor optimism about its growth potential, but concerns about valuation and execution risks remain prevalent [1][9]. Financial Performance - In Q2 of fiscal 2026, CrowdStrike reported a 21% year-over-year revenue growth, reaching $1.17 billion, an acceleration from the previous quarter's 20% growth [2][3]. - Subscription revenue increased by 20%, with net new annual recurring revenue hitting a record $221 million, bringing total annual recurring revenue to $4.66 billion, also up 20% year over year [3]. - The company's free cash flow for the quarter was approximately $284 million, representing 24% of revenue [3]. Business Demand and Growth Outlook - Strong demand for the AI-native Falcon platform and Falcon Flex subscription model contributed to an increase in large deals, with the number of customers generating at least $1 million in annual recurring revenue reaching new highs [4]. - Management anticipates at least 40% year-over-year growth in net new annual recurring revenue for the second half of fiscal 2026, with Q3 revenue expected to grow by 20% to 21% year over year [5][6]. Valuation Concerns - Despite strong growth, CrowdStrike's market capitalization has exceeded $130 billion, with a price-to-sales ratio above 30, significantly higher than the mid-20s range seen previously [7][8]. - The current valuation raises questions about whether the stock price can sustain itself without significant growth, as any missteps could lead to substantial risks for investors [9][10]. Competitive Landscape - The cybersecurity market is highly competitive, with major players like Microsoft potentially threatening CrowdStrike's market share through aggressive spending on product development and marketing [10].

BTQ Technologies Corp. (NASDAQ:BTQ) shares are trending on Wednesday.Check out the current price of BTQ stock here.BTQ gained 1.9% in after-hours trading, rising to $7.49 on Tuesday.EMJ Capital founder Eric Jackson recently identified BTQ as a potential 100-bagger, dubbing it “the CrowdStrike Holdings Inc. (NASDAQ:CRWD) for quantum.”Quantum Emulator Breakthrough Drives RallyThe Vancouver-based quantum technology company revealed that QLEO, its quantum emulator, has been upgraded by its QPerfect division and ...