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 gains an edge over ZS with strong Falcon Flex adoption and ARR growth, while Zscaler faces margin pressure from newer AI offerings.
CRWD is leveraging AI partnerships with NVIDIA, EY and others to boost Falcon platform capabilities and expand into AI security markets.
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CrowdStrike Holdings, Inc. delivered a strong Q4, beating top and bottom line estimates on robust enterprise product uptake and record customer acquisition. CRWD's annual recurring revenue reached $1.3B, up 23% YoY, and free cash flow grew 57% Y/Y, outpacing revenue growth. I maintain a Hold rating due to CRWD's premium 15.3X forward P/S valuation despite strong fundamentals and positive guidance.
CrowdStrike reached $5.25 billion ARR in Q4-FY26, growing 24% YoY, with net new ARR accelerating 47% during the quarter. Falcon Flex adoption surpassed $1.69 billion ARR, up over 120% YoY, with 1,600 customers driving expansion-led revenue growth. Customers expanding through re-Flex transactions generate 26% to 48% ARR uplift, often within seven months of initial adoption.
Morgan Stanley has upgraded CrowdStrike (NASDAQ: CRWD) to Overweight and named it a Top Pick following
CrowdStrike ( NASDAQ:CRWD ) ranks among the handful of software stocks that JPMorgan highlighted as resilient to the AI threat sweeping the sector.
California Public Employees Retirement System grew its position in shares of CrowdStrike (NASDAQ: CRWD) by 3.6% in the undefined quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 410,856 shares of the company's stock after purchasing an additional 14,363 shares during the quarter. California Public
Ameriprise Financial Inc. reduced its position in shares of CrowdStrike (NASDAQ: CRWD) by 21.7% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,069,439 shares of the company's stock after selling 296,880 shares during the period. Ameriprise Financial Inc. owned
Bamco Inc. NY raised its holdings in CrowdStrike (NASDAQ: CRWD) by 9.1% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 56,539 shares of the company's stock after acquiring an additional 4,703 shares during the period. Bamco Inc.
Benchmark Investment Advisors LLC purchased a new position in shares of CrowdStrike (NASDAQ: CRWD) during the undefined quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 6,539 shares of the company's stock, valued at approximately $3,207,000. CrowdStrike makes up about 1.9% of Benchmark Investment Advisors LLC's holdings,