CrowdStrike TodayCRWDCrowdStrike$467.33 +5.30 (+1.15%) 52-Week Range$200.81▼$517.98Price Target$461.17Add to WatchlistInvestors frequently hear that a company is different from its stock. That’s good to remember when processing a recent win for CrowdStrike Holdings Inc. NASDAQ: CRWD. The cybersecurity company was named a Leader in the 2025 Gartner® Magic Quadrant™ for Endpoint Protection Platforms (EPP) for the 6th consecutive year. Endpoint protection refers to the cybersecurity solutions at the edge. The ...

MIAMI, July 23, 2025 (GLOBE NEWSWIRE) -- Kandji, the Apple endpoint security platform, today announced Vulnerability Response, a new feature within their Vulnerability Management product that enables customers to configure accelerated software updates for over 200 Mac applications based on the severity of detected vulnerabilities. With the launch of Vulnerability Response, Kandji boosts efficiency and reduces operational overhead in the enterprise through automated vulnerability remediation. According to th ...

Network Optimization - Helius 优化了 SWQoS 端点，通过启用 7 个新的区域端点来降低延迟 [1] - Helius 在网络中拥有最高的 stake [1] - 用户可以并行发送到 Jito 以提高竞争力 [1]

Core Viewpoint - Himax Technologies and Rabboni Co., Ltd. have launched bboni Ai, the world's first multi-scenario endpoint AI sensing system, integrating ultralow power AI with high-precision motion sensors for real-time AI inference in wearable devices [1][3]. Group 1: Technology and Features - The WiseEye2 AI processor features a high-performance architecture based on Cortex-M55 cores and includes the Ethos-U55 AI inference engine, enabling ultralow power consumption of just a few milliwatts [2]. - The bboni Ai system allows for real-time motion analysis, posture recognition, and behavior interpretation directly on the device, eliminating the need for cloud computing [3]. - The system supports always-on sensing and dynamic voltage and frequency scaling, enhancing real-time responsiveness and data privacy [2][3]. Group 2: Applications and Use Cases - bboni Ai is designed for various applications, including healthcare, sports technology, and education, providing solutions for monitoring physical function, optimizing training postures, and enabling hands-on STEM education [7]. - The technology meets stringent requirements for data immediacy and security, making it suitable for sensitive applications [3]. Group 3: Development and Ecosystem - Himax will launch the bboni Ai Developer Program in late July 2025, providing APIs and SDKs to foster a robust endpoint AI ecosystem [5]. - The bboni Ai system was developed by a Taiwanese team, showcasing Taiwan's strengths in semiconductor design and smart sensing technologies [6]. Group 4: Company Background - Himax Technologies is a leading global fabless semiconductor solution provider, specializing in display imaging processing technologies and holding a significant market share in automotive display technology [10]. - Rabboni Co., Ltd. focuses on integrating next-generation semiconductor sensing and edge computing, supporting various service domains in achieving digital and AI transformation [8].

Core Insights - QuickLogic Corporation is participating in the 2025 IEEE Nuclear and Space Radiation Effects Conference (NSREC) from July 14 to 18 in Nashville, Tennessee, showcasing its radiation-tolerant, reprogrammable logic solutions [1] - The company offers the Australis™ eFPGA IP Generator, which automates the creation of custom eFPGA IP cores tailored to specific power, performance, and area (PPA) requirements for aerospace, satellite, and defense applications [2] - With over three decades of experience in the Aerospace and Defense sectors, QuickLogic provides customized, long-life solutions that meet stringent Size, Weight, and Power (SWaP) constraints while addressing security, reliability, and environmental durability challenges [3] Company Overview - QuickLogic Corporation is a fabless semiconductor company specializing in eFPGA Hard IP, discrete FPGAs, and endpoint AI solutions [3] - The company's technology, combined with open-source development tools, enables highly customizable and low-power silicon solutions for various markets, including aerospace and defense, industrial, consumer, and edge computing [3]

Industry Overview - The cybersecurity market is projected to witness a CAGR of 12.63% from 2025 to 2030, driven by the rise of complex attacks such as credential theft and social engineering [2]. Company Analysis: CrowdStrike (CRWD) - CrowdStrike specializes in endpoint protection and extended detection and response (XDR) through its Falcon platform, which is recognized as the industry's first multi-tenant, cloud-native, intelligent security solution [4]. - The Falcon platform offers 29 cloud modules via a SaaS subscription model, with subscription-based sales increasing from 72% in fiscal 2017 to 95% in fiscal 2025 [5]. - Despite strong growth, CrowdStrike faces challenges due to negative customer sentiment following a global IT outage in July 2024, leading to a Customer Commitment Package that compresses profitability [6]. - The Zacks Consensus Estimate indicates a year-over-year decline of 10.94% in CrowdStrike's fiscal 2026 earnings, with current estimates showing earnings of $3.50 per share for the current year [7][8]. Company Analysis: Okta (OKTA) - Okta focuses on identity and access management, providing cloud-based solutions that enhance user data security, and reported strong growth with $4.08 billion in remaining performance obligations and 4,870 customers with over $100K in Annual Contract Value, a 7% increase year-over-year [10][12]. - The company is well-positioned in identity security, leveraging a broad portfolio that includes solutions for identity governance and privileged access, which are increasingly important due to the rise of non-human identities driven by AI [11][13]. - Okta's revenue and earnings for fiscal 2026 are projected to grow by 9.44% and 16.73%, respectively, indicating a strong growth trajectory compared to CrowdStrike [14]. Valuation and Performance Comparison - Year-to-date, CrowdStrike shares have appreciated by 39.2%, while Okta shares have surged by 26.2% [16]. - Okta is trading at a forward sales multiple of 5.87X, significantly below the industry average of 14.51X, while CrowdStrike's forward sales multiple is 22.93X, suggesting overvaluation [20]. Conclusion - Given the current challenges faced by CrowdStrike, including reputational damage and profitability pressures, Okta's focus on identity solutions and stronger earnings growth potential make it a more attractive investment option in the cybersecurity space [23].

Summary of Laramar Therapeutics Conference Call Company Overview - **Company**: Laramar Therapeutics - **Focus**: Development of nonlobofusp (formerly CTI-16-01) for the treatment of Friedreich's Ataxia (FA), a rare neurodegenerative disease [doc id='13'][doc id='16'] Industry Context - **Disease**: Friedreich's Ataxia (FA) is characterized by low levels of frataxin, leading to severe neurological symptoms and a life expectancy of 30 to 50 years [doc id='15'][doc id='14'] - **Current Treatments**: The FDA approved omevaloxolone in 2023, but it does not affect frataxin levels, highlighting the unmet need for therapies that address the underlying deficiency [doc id='16'] Key Regulatory Updates - **FDA Recommendations**: Laramar received FDA guidance on the safety database for the Biologics License Application (BLA) submission, requiring data from at least 30 participants exposed to the drug for six months and 10 participants for one year [doc id='7'][doc id='8'] - **BLA Submission Timeline**: The company plans to submit the BLA in Q2 2026, with a U.S. launch targeted for early 2027 [doc id='25'][doc id='31'] Clinical Development - **Clinical Trials**: Ongoing studies include a global Phase 3 trial and an open-label extension study to evaluate long-term safety and efficacy [doc id='11'][doc id='12'] - **Patient Population**: The Phase 3 study will include patients aged 2 to 40, with a focus on younger patients [doc id='28'][doc id='29'] - **Efficacy Data**: Initial data from the 25 mg dose showed increases in frataxin levels and early trends towards clinical improvement [doc id='19'][doc id='20'] Safety Profile - **Adverse Events**: Nonlobofusp has been generally well tolerated, with mild injection site reactions being the most common adverse events [doc id='20][doc id='21'] - **Allergic Reactions**: Anaphylaxis has been reported, particularly in patients with prior exposure, leading to the introduction of antihistamine premedication [doc id='21'][doc id='22'] Financial Position - **Cash Balance**: As of March 31, the company reported $158 million in cash, sufficient to support operations through the BLA filing [doc id='61'] - **Funding Strategy**: Laramar is exploring non-dilutive financing options, including royalty financing [doc id='61] Future Plans - **Expansion of Studies**: The company plans to enroll children aged 2 to 11 directly into the open-label study, pending FDA discussions [doc id='26'][doc id='105'] - **Data Reporting**: Upcoming data cuts in September will include safety and pharmacokinetic data from 30 to 40 participants [doc id='26'][doc id='39'] Conclusion - Laramar Therapeutics is making significant progress in the development of nonlobofusp for FA, with clear regulatory guidance from the FDA and a robust clinical program aimed at addressing the unmet needs of patients with this debilitating disease [doc id='30'][doc id='31']

Core Insights - SentinelOne, Inc. reported first-quarter fiscal 2026 results with adjusted earnings meeting estimates and total revenues slightly exceeding expectations, showing year-over-year growth in both metrics [1][4]. Financial Performance - Adjusted earnings per share (EPS) for the quarter was two cents, matching the Zacks Consensus Estimate, compared to a break-even adjusted EPS in the same period last year [4]. - Total revenues reached $229.03 million, marginally surpassing the consensus mark of $229 million by 0.4% and reflecting a year-over-year growth of 22.9%, driven by increased sales to new customers and additional licenses to existing customers [5]. - Annualized recurring revenues (ARR) grew 24% year over year to $948.1 million as of April 30, 2025 [5]. Operating Highlights - Adjusted gross profit for the quarter was 79%, consistent with the previous year, while the adjusted operating margin improved to a negative 2% from a negative 6% year over year [6]. - Total operating expenses increased by 19.9% year over year to $260 million, attributed to higher research and development, sales and marketing, and general and administrative expenses, along with a one-time restructuring expense [6]. Future Outlook - The company anticipates fiscal second-quarter revenues to be approximately $242 million, indicating a year-over-year growth of 21.7% [9]. - For fiscal 2026, revenues are now projected between $996 million and $1,001 million, a reduction from the previous forecast of $1,007-$1,012 million, compared to $821.5 million reported in fiscal 2025 [10]. - Full-year adjusted gross margin is expected to remain between 78.5% and 79.5%, while the adjusted operating margin is projected to be in the range of 3-4%, an improvement from the negative 3% reported in fiscal 2025 [11]. Strategic Initiatives - The company has initiated a share repurchase authorization program, with the board approving $200 million for share repurchases, to be executed based on market conditions and regulatory requirements [8].

JERUSALEM, May 09, 2025 (GLOBE NEWSWIRE) -- Entera Bio Ltd. (NASDAQ: ENTX), a leader in the development of oral peptide and protein replacement therapies, today reported financial results and key business updates for the quarter ended March 31, 2025. “During Q1 2025, Entera continued to generate intrinsic value with progress across our programs while significantly extending our cash runway into late 2026 via direct investment from marquis investors and our strategic partner, OPKO Health Inc. (“OPKO”). EB613 ...

Company Overview - QuickLogic Corporation is a fabless semiconductor company specializing in embedded FPGA (eFPGA) Hard IP, discrete FPGAs, and endpoint AI solutions [3] - The company combines cutting-edge technology with open-source tools to deliver highly customizable, low-power solutions for various markets including industrial, aerospace, consumer, and computing [3] Product Offerings - QuickLogic's adaptable eFPGA technology allows developers to fine-tune and scale their designs, providing an optimal balance of power, performance, and area (PPA) [1] - The Australis™ eFPGA IP Generator enables QuickLogic to rapidly create custom eFPGA IP cores tailored to unique customer requirements [1] - Recent additions to the supported process portfolio include Intel® 18A, GlobalFoundries® (GF) 12LP and 22FDX®, TSMC® N12e™, and UMC 22nm [2] Industry Position - QuickLogic has over three decades of industry experience, making it a trusted partner in Aerospace and Defense [2] - The company delivers eFPGA IP, purpose-built FPGA devices, and FPGA design tools that meet Size, Weight, and Power (SWaP) constraints while ensuring security, reliability, and longevity in extreme environments [2] Event Participation - QuickLogic will exhibit at the HEART 2025 Conference in Monterey, California, showcasing its eFPGA technology [1]