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CrowdStrike Bets Big on Next-Gen SIEM: Will it Fuel Growth Momentum?
ZACKS· 2025-06-13 23:16
Key Takeaways CrowdStrike launched a Next-Gen SIEM to address legacy SIEM limitations with AI, automation, and scalability. CrowdStrike's Falcon Next-Gen SIEM delivers end-to-end visibility with lower costs and faster insights. CRWD's new SIEM offering drove 100% ARR growth in Q1 FY26 and integrates threat hunting via Falcon OverWatch.CrowdStrike (CRWD) is doubling down on the next generation of Security Information and Event Management (SIEM) as part of its mission to protect enterprises against evolving ...
CrowdStrike's Renewed Growth Opportunity Has Been Overbought
Seeking Alpha· 2025-06-13 23:00
I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.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 ...
CrowdStrike Q1: Alpha-Rich And Resilient Cybersecurity Domination
Seeking Alpha· 2025-06-11 11:48
Oliver Rodzianko is the Founder and Chief Executive Officer of Invictus Origin, a pioneering high-alpha investment management firm launched in May 2025, dedicated to becoming a globally recognized, actively managed fund. Invictus Origin is developing innovative portfolio strategies, notably through its flagship Nasdaq High-Alpha Black Swan Portfolio, strategically designed to sustainably outperform the Nasdaq-100. Distinctively, this portfolio maintains approximately 20% in strategic cash reserves, providin ...
CrowdStrike Stock Rises 52% in 3 Months: Time to Hold or Book Profits?
ZACKS· 2025-06-09 23:06
Key Takeaways CRWD shares have jumped 51.7% in 3 months, outpacing peers like CYBR, PANW, and CHKP. Falcon Flex adoption hit $3.2B in deal value, with over 820 customer accounts using the model. CRWD's costs surged in Q1, contributing to a 7.6% drop in non-GAAP earnings.CrowdStrike Holdings (CRWD) shares have soared 51.7% over the past three months, outperforming the Zacks Security industry’s 23.5% growth. The stock has also exceeded the returns of other industry peers, including CyberArk Software (CYBR) ...
CrowdStrike Stock Drops on Cautious Outlook -- Is This a Buying Opportunity?
The Motley Fool· 2025-06-08 16:20
Share prices of CrowdStrike (CRWD 1.20%) sank after the company reported further deceleration of its revenue growth and maintained its full-year revenue guidance. Despite the share-price decline and the cybersecurity company's forecast disappointing investors for the second time in 2025, the stock still trades up nearly 37% on the year, as of this writing.When CrowdStrike's stock dipped in reaction to its fiscal 2026 first-quarter earnings report in March, it was a good buying opportunity. Let's take a clos ...
CrowdStrike Stock Is Crushing the S&P 500 in 2025. Is the Artificial Intelligence (AI) Juggernaut Still a Buy?
The Motley Fool· 2025-06-06 17:14
CrowdStrike (CRWD 0.48%) is a leading provider of cybersecurity for enterprises. Its success boils down to two things: its Falcon platform, one of the only true all-in-one solutions in the industry, and its artificial intelligence (AI)-powered approach, which automates threat detection and incident response processes.CrowdStrike stock has soared by 34% so far in 2025, crushing the S&P 500 (SNPINDEX: ^GSPC) index, which is up by just 2%. The company continues to deliver solid financial results, and managemen ...
CrowdStrike: Higher Sales, Higher Costs
The Motley Fool· 2025-06-06 05:20
Here's our initial take on CrowdStrike's (CRWD 0.48%) financial report.Key MetricsMetricQ1 FY25Q1 FY26Changevs. ExpectationsRevenue$921 million$1.1 billion19%MetEarnings per share$0.79$0.73-8%BeatNet new ARR$212 million$194 million-8%N/AFree cash flow$323 million$279 million-14%N/ACrowdStrike powering through post-outage headwindsComing up on the one-year anniversary of CrowdStrike's disastrous July 2024 global outage, the cybersecurity company continues to make progress moving past the incident. CrowdStrik ...
Stock Of The Day: Where Is The Bottom In CrowdStrike?
Benzinga· 2025-06-06 02:12
CrowdStrike Holdings, Inc. CRWD shares are trading sideways on Thursday. But over the past week, the shares have been extremely volatile. Despite this, the stock demonstrated a principle of technical analysis. This is why our technical analysis team has made it our Stock of the Day.The best traders can identify important price levels in markets. These levels are called support and resistance.If a stock is trending lower, it is because there isn't enough demand to absorb all of the supply. There are more sha ...
CrowdStrike Q1 Earnings: Why I'm Not Impressed
Seeking Alpha· 2025-06-05 19:45
I recently discussed CrowdStrike Holdings Inc. ( CRWD ) , downgrading the stock to a hold due to overvaluation, extended technical conditions, and a general feel of hype surrounding the critical cybersecurity company. Now, this hold rating followed a buyAre You Getting The Returns You Want? Invest alongside the Financial Prophet's All-Weather Portfolio (2024 69% return) and achieve optimal results in any market.The Daily Prophet Report provides crucial information before the opening bell rings each morning. ...
CrowdStrike: Why Investors Should Stay Cautious
Benzinga· 2025-06-05 19:36
Two Key Structural Elements to Watch CrowdStrike (CRWD) is currently in its 8th Phase of the 18-Phase Adhishthana Cycle on the weekly charts. While the stock appears bullish on the surface, a closer look at its structure suggests some of these recent gains could be deceptive. Here is why investors should stay cautious. CrowdStrike's Alignment So Far On the weekly charts, Crowdstrike has maintained an 85.71% alignment with the Adhishthana Principles, our proprietary framework that forecasts stock behavior th ...