Core Viewpoint - Rosen Law Firm is reminding investors who purchased Fortinet, Inc. common stock during the specified class period of the upcoming lead plaintiff deadline for a class action lawsuit [1] Group 1: Class Action Details - The class period for the Fortinet common stock purchases is from November 8, 2024, to August 6, 2025 [1] - Investors may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [1] - A lead plaintiff must move the Court by November 21, 2025, to represent other class members in the litigation [2] Group 2: Law Firm Credentials - Rosen Law Firm has a strong track record in securities class actions, having achieved the largest securities class action settlement against a Chinese company at the time [3] - The firm was ranked No. 1 by ISS Securities Class Action Services for the number of settlements in 2017 and has consistently ranked in the top 4 since 2013 [3] - In 2019, the firm secured over $438 million for investors, showcasing its capability in recovering significant amounts for clients [3] Group 3: Case Allegations - The lawsuit alleges that Fortinet made materially false and misleading statements regarding the business impact of a "record" round of FortiGate unit upgrades, claiming it would generate $400 million to $450 million in product revenue in 2025 and 2026 [4] - Defendants misrepresented the sustainability of the refresh cycle, which was said to consist of old products that were only a "small percentage" of the company's business [5] - The lawsuit claims that when the true details of the refresh cycle were revealed, investors suffered damages due to the misleading information provided by Fortinet [5]

Core Insights - CrowdStrike's stock has increased nearly 300% over the past five years, driven by its first-mover advantage in cloud-native cybersecurity, sticky subscription model, and high growth rates [1][2] Business Model - CrowdStrike offers its Falcon endpoint security platform as a cloud-native service, which is more cost-effective and scalable compared to traditional on-site solutions [3] - The company provides new customers with a starter pack of four modules, encouraging them to purchase additional modules as their needs grow, resulting in an increase from 33% to 67% of customers adopting at least five modules from fiscal 2020 to fiscal 2025 [4] Financial Performance - From fiscal 2020 to fiscal 2025, CrowdStrike's annual revenue grew at a compound annual rate of 52%, with adjusted gross margin expanding from 75% to 80% [6] - Revenue growth rates have decelerated, with annual revenue growth dropping from 82% in fiscal 2021 to an expected 29% in fiscal 2025 [8] Market Challenges - The company faces challenges in securing new contracts amid market saturation and increasing competition, which has led to a slowdown in annual recurring revenue growth [7][9] - As the business matures, CrowdStrike will need to focus on upselling existing customers to maintain revenue growth [9] Future Outlook - Analysts project revenue and non-GAAP EPS growth rates of 22% and 17%, respectively, from fiscal 2025 to fiscal 2028, with expectations of GAAP profitability by fiscal 2027 [10][11] - The company has significant growth potential in international markets, as only 32% of its revenue came from international customers in fiscal 2024 and fiscal 2025 [11] Valuation Concerns - CrowdStrike's stock is currently valued at 114 times next year's expected adjusted EPS and 23 times next year's expected sales, which may limit upside potential [12] - If the company meets analysts' expectations but trades at a more reasonable valuation, its market cap could decline by 7% to $123 billion over the next five years [13][14]

Companies and customers are going all in on artificial intelligence, while shifting technology needs ding some vendors. ...

EARNINGS PREVIEW: Palantir, Robinhood Among Leaders Set To Report Cloudflare (NET) stock popped Friday amid third-quarter earnings and revenue that topped estimates and sales guidance that came in above expectations. The company reported earnings after the market close on Thursday. "The company's signing of larger pool of funds deals that delivered strong variable revenue this quarter suggest it is a strategic platform and partner with the potential to gain more wallet share with customers as it continues t ...

Tenable Holdings, Inc. (NASDAQ:TENB) is a cybersecurity company that specializes in vulnerability management. It provides solutions to help organizations identify and manage cybersecurity risks. In the competitive landscape, Tenable faces peers like Rapid7, Varonis Systems, Qualys, Elastic N.V., and Smartsheet, each with varying degrees of capital efficiency.Tenable's Return on Invested Capital (ROIC) is -0.97%, which is below its Weighted Average Cost of Capital (WACC) of 7.20%. This negative ROIC indicate ...

About Huntress Huntress is a global cybersecurity company on a mission to make enterprise-grade products accessible to all businesses. Purpose-built from the ground up, Huntress' technology is specifically designed to continuously address the unique needs of security and IT teams of all sizes. From Endpoint Detection and Response (EDR) and Identity Threat Detection and Response (ITDR) to Security Information and Event Management (SIEM) tools and Security Awareness Training (SAT), the platform provides targe ...

COLUMBIA, Md., Oct. 31, 2025 (GLOBE NEWSWIRE) -- Huntress is excited to announce the appointment of Chris Comparato, the former Chief Executive Officer of Toast (NYSE: TOST), as its first independent Board member. Comparato brings over 25 years of leadership experience in building and scaling high-growth SaaS and enterprise tech companies. As the former CEO of Toast, he steered the company through a massive growth spurt, taking it from a hyper-growth startup to a household name in the software world and lea ...

NZS Capital, LLC, an investment management company, released its “NZS Growth Equity Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. Equity markets continued their rally in the third quarter, which began in the previous quarter. The strategy returned +4.09% (a net return of -3.93%) for the quarter, compared to +7.60% for the Morningstar Global Target Market Exposure (NR) index over the same period. YTD, the fund returned +20.18% (net return of +19.60%) compared to t ...

Good morning. David Solomon, chair and CEO of Goldman Sachs, leads one of the world’s most prominent investment banks and sees AI as a key growth driver, though he cautions the path ahead won’t be straightforward.Speaking at the Economic Club of Washington, D.C., on Thursday in a conversation with Carlyle Group co-founder David Rubenstein, Solomon discussed the state of the U.S. economy, the impact of rising public debt, and the AI investment boom in front of a packed audience.An outlook on growthGoldman Sa ...

We recently published Jim Cramer Talked About These 14 Stocks & Discussed AI And Layoffs. CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the stocks Jim Cramer recently discussed. CrowdStrike Holdings, Inc. (NASDAQ:CRWD), along with Palo Alto Networks, is one of Cramer’s top plays in the cybersecurity space. The CNBC TV host has remained optimistic about the sector throughout 2025 as he believes that the growth in computer networking and data, courtesy of AI, will create more opportunities for the indu ...