CrowdStrike Holdings Inc

Quantli Newsdesk

· 2 days ago

Benchmark raised its CrowdStrike price target to $250, pointing to the company's expansion in AI security and platform modules. The upgrade reflects CrowdStrike's positioning in frontier AI security, with capabilities like AIDR and partnerships with Anthropic and OpenAI. The stock trades at elevated multiples as investors await Q2 earnings on August 26, where net new ARR growth will be the critical metric.

Quantli Newsdesk

· 7 days ago

Citizens raised its price target on CrowdStrike to $230, reflecting confidence in the company's cybersecurity platform ahead of fiscal Q2 earnings on August 26. The upgrade comes as AI-driven cyber threats intensify and CrowdStrike deepens its ecosystem through strategic investments and platform integrations.

Quantli Newsdesk

· 14 days ago

China's Cyberspace Administration opened a cybersecurity review of Palo Alto Networks products sold in the country, following a similar 2023 probe into Micron that ended in a sales ban for critical infrastructure. The review targets a CrowdStrike peer in the cybersecurity sector, though China represents a small portion of Palo Alto's revenue.

Quantli Newsdesk

· a month ago

Palo Alto Networks climbed 7% as part of a broad cybersecurity sector rally driven by cooler June inflation data and confirmation that enterprises continue prioritizing security spending. The sector-wide move lifted the CIBR cybersecurity ETF 3%, with CrowdStrike and Fortinet also posting strong gains as investors rotated into high-growth tech names.

Quantli Newsdesk

· 3 months ago

CrowdStrike beat fiscal Q1 2027 estimates across earnings, revenue, and net new annual recurring revenue while raising its full-year outlook, yet shares fell sharply as the modest upside disappointed investors after a 97% rally heading into the report. Management highlighted an AI-security inflection point and raised net new ARR growth guidance by 520 basis points at the midpoint.

Quantli Newsdesk

· 3 months ago

CrowdStrike introduced Project QuiltWorks, an initiative combining frontier AI models with its Falcon platform to help partners manage AI-powered vulnerability discovery. The company has partnered with Anthropic and OpenAI to provide flexible access to advanced AI capabilities, positioning itself as a platform orchestrator for proactive security as the industry braces for accelerated vulnerability disclosure.

Quantli Newsdesk

· 3 months ago

CrowdStrike is drawing analyst attention as AI proliferation expands cybersecurity needs. The company expects its total addressable market to more than double from $149 billion in 2026 to $325 billion by 2030, driven by agentic AI, IoT devices, and cloud security demand.

10-K

Quantli Newsdesk

· 4 months ago

CrowdStrike delivered 22% revenue growth to $4.8 billion and 24% ARR growth to $5.3 billion, but swung from near-breakeven to a $162.5 million net loss due to significant costs and operational disruption from the July 19 software update incident that crashed Windows systems globally.