CrowdStrike Holdings, Inc. remains a high-quality cybersecurity leader, but its premium valuation keeps me on the sidelines despite strong fundamentals. CRWD's free cash flow margin is improving even as gross margins decline, highlighting increasing capital efficiency and a focus for the upcoming earnings report. Much of CRWD's share price gains stem from multiple expansion, with continued growth but a decelerating revenue growth rate that could pressure valuation if it falls below 20%.
The Zacks Security industry participants, CRWD, FTNT, OKTA and QLYS, gain from an increase in data breaches, prompting companies to seek comprehensive IT security solutions.
CRWD eyes Q3 gains on strong Falcon Flex and Next-Gen SIEM momentum, but rising costs are likely to have weighed on bottom-line performance.
Ahead of Cyber Monday, picks highlight long-term cybersecurity potential as CRWD, QLYS and CYBR leverage rising demand for advanced protection.
Get a deeper insight into the potential performance of CrowdStrike (CRWD) for the quarter ended October 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.
Here is how CrowdStrike Holdings (CRWD) and Calix (CALX) have performed compared to their sector so far this year.
CrowdStrike (CRWD) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
CRWD's new AI partnerships with CoreWeave, EY, and NVIDIA boost its platform strategy and strengthen momentum across its expanding cybersecurity ecosystem.
CRWDs rapid ARR gains, expanding Falcon adoption and faster growth trajectory set it apart from FTNT in the cybersecurity race.
The cybersecurity company CrowdStrike Holdings Inc. (NASDAQ: CRWD) recently announced strategic partnerships with Google, F5, and CoreWeave.
However, every time it hits a new all-time high (ATH), as the stock did on Nov. 11, it gets knocked back down. In the most recent case, the stock declined nearly 10%.
Cybersecurity giant CrowdStrike has confirmed firing a “suspicious insider” last month who allegedly fed information about the company to a notorious hacking group.