Artificial intelligence meets cybersecurity with this innovative company.SentinelOne (S +2.48%) is a mid-cap cybersecurity company with a valuation of just $5.7 billion, but it's an ambitious innovator with a portfolio of advanced products powered by artificial intelligence (AI). The company's goal is to automate various tasks from threat detection to incident response to thwart modern cyber risks for its enterprise customers.SentinelOne stock remains 80% below its record high from 2021, when a frenzy in th ...

U.S. stocks settled higher on Friday, with the Dow Jones index gaining over 100 points during the session supported by economic data that strengthened expectations of a Federal Reserve interest rate cut this week.Wall Street analysts make new stock picks on a daily basis. Unfortunately for investors, not all analysts have particularly impressive track records at predicting market movements. Even when it comes to one single stock, analyst ratings and price targets can vary widely, leaving investors confused ...

Demand is soaring for CrowdStrike's cybersecurity solutions, but it might not lead to upside for its stock in 2026.CrowdStrike (CRWD 0.21%) is a top cybersecurity vendor. Its Falcon platform is one of the industry's only all-in-one enterprise solutions, and thanks to artificial intelligence (AI), it offers a high degree of automation, so businesses can spend more time focusing on their day-to-day operations and less time worrying about cyber threats.CrowdStrike stock has soared by 200% during the past five ...

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 ...

When you start to see people get jittery about the h span, whether it's enough, whether it's too much, whether there's any real return. When you see the results out of salesforce today, as well as some of the other companies this cycle. What does that tell you.Validation moment. I mean, look at MongoDB is another one, right. And you saw with CrowdStrike on the side as well.Look, Ramy, I think what you're starting to see here is the second, third, fourth derivatives. They're now playing out with the AI revol ...

以基本面为基础，专注于趋势交易 还在信"AI是泡沫"？ 三家海外巨头刚甩来的财报，直接把这论调抽成了筛子。 Snowflake 、 MongoDB 、 CrowdStrike 的 FY26Q3 成绩单新鲜出炉，营收、 EPS 双双 炸穿预期。 以下文章来源于格隆汇交易学苑 ，作者格隆汇小编 格隆汇交易学苑 . AI 业务更狠，从" PPT 概念"焊死在"赚钱实景"里。 前阵子有人喊 " AI 只烧钱不造血"，现在看，数据处理、平台适配、安全防护三条赛道，全跑 成了"印钞机"。 别猜泡沫了，真相是： AI 应用早起飞，关键是抓对赛道 。 01 数据基础设施AI化： AI落地的"地基工程" AI 要赚钱，先得把数据"伺候"好。 这是行业铁律，就像盖楼先打地基，少了这步，再牛的 AI 也是空中楼阁。 Snowflake 这季度的表现，把"地基刚需"焊得明明白白。 总营收 12.1 亿美元，同比暴涨 29% ；核心产品营收 11.6 亿美元，增速丝毫不差。 双双踩碎市场预期，最狠的是 AI 业务——年化收入破 1 亿美元，比原计划早了整整一个季 度。 这不是 "实验室胜利"，是客户真金白银堆出来的。 福布斯 2000 ...

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

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 ...