CrowdStrike Launches New Cybersecurity Platform Falcon
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy CRWD?
Source: Fool
- Accelerating Revenue Growth: CrowdStrike reported $1.23 billion in revenue for Q3 FY2026, marking a 22% year-over-year increase, indicating strong momentum in the cybersecurity market, with Q4 expected to reach $1.3 billion, further solidifying its market position.
- Innovative Product Launch: The introduction of Falcon Next-Gen Identity Security employs a 'zero standing privileges' approach, significantly reducing the risk of unauthorized access to sensitive data, thereby enhancing customer trust and reliance on its platform.
- Flexible Subscription Model: The Falcon Flex subscription product, launched in 2023, generated $1.35 billion in annual recurring revenue, up 200% year-over-year, reflecting strong customer demand for customizable cybersecurity solutions that adapt to their needs.
- Valuation Challenges: Despite a 22% stock price decline, CrowdStrike's price-to-sales ratio remains high at 23.4 times revenue, significantly above competitors like Palo Alto Networks at 12.3 times, suggesting that short-term investors may want to avoid the stock, while long-term holders could benefit from future growth potential.
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Analyst Views on CRWD
Wall Street analysts forecast CRWD stock price to rise
34 Analyst Rating
23 Buy
11 Hold
0 Sell
Moderate Buy
Current: 415.760
Low
353.00
Averages
559.71
High
640.00
Current: 415.760
Low
353.00
Averages
559.71
High
640.00
About CRWD
CrowdStrike Holdings, Inc. is a global cybersecurity company that provides cloud-delivered protection of endpoints, cloud workloads, identity and data. Its Falcon platform is designed for cybersecurity consolidation, purpose-built to stop breaches. The platforms collect and integrate data from across the enterprise, including endpoints, cloud workloads, identities, and third-party sources. It offers 29 cloud modules on its Falcon platform via a software as a service (SaaS) subscription-based model that spans multiple large markets, including corporate endpoint and cloud workload security, managed security services, security and vulnerability management, information technology (IT) operations management, identity protection, next-generation security information and event management (SIEM) and log management, threat intelligence services, data protection, SaaS security posture management, automation and response (SOAR) and artificial intelligence powered workflow automation, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
CrowdStrike Launches New Cybersecurity Platform Falcon
- Accelerating Revenue Growth: CrowdStrike reported $1.23 billion in revenue for Q3 FY2026, marking a 22% year-over-year increase, indicating strong momentum in the cybersecurity market, with Q4 expected to reach $1.3 billion, further solidifying its market position.
- Innovative Product Launch: The introduction of Falcon Next-Gen Identity Security employs a 'zero standing privileges' approach, significantly reducing the risk of unauthorized access to sensitive data, thereby enhancing customer trust and reliance on its platform.
- Flexible Subscription Model: The Falcon Flex subscription product, launched in 2023, generated $1.35 billion in annual recurring revenue, up 200% year-over-year, reflecting strong customer demand for customizable cybersecurity solutions that adapt to their needs.
- Valuation Challenges: Despite a 22% stock price decline, CrowdStrike's price-to-sales ratio remains high at 23.4 times revenue, significantly above competitors like Palo Alto Networks at 12.3 times, suggesting that short-term investors may want to avoid the stock, while long-term holders could benefit from future growth potential.
See More
CrowdStrike Integrates with Qualtrics to Enhance Security
- Security Integration Upgrade: The integration of CrowdStrike with Qualtrics aims to provide real-time protection for user activity and data access through Falcon Shield, helping organizations detect misconfigurations and unusual access, thereby enhancing compliance and security measures to address the concerns of 53% of consumers regarding data misuse.
- Strong Market Performance: While the technology sector declined by 0.40%, CrowdStrike's stock rose by 0.66%, indicating that company-specific factors are driving its performance, with the current stock price at $418.48, which is 3.2% below its 20-day and 14.4% below its 100-day simple moving averages.
- Financial Outlook: CrowdStrike is set to report earnings on March 3, 2026, with an estimated EPS of 74 cents and revenue of $1.30 billion, indicating potential revenue growth despite a decrease in EPS.
- Analyst Ratings: The stock carries a Buy rating with an average price target of $565.24, with recent adjustments from analysts such as Truist Securities lowering the target to $550, reflecting a cautiously optimistic market outlook for its future performance.
See More
AI Agents and the Software Crisis
Best Trade in 2026: The most profitable investment strategy in 2026 has been to buy semiconductor stocks while selling software companies.
Performance of Semiconductor Stocks: The iShares Semiconductor ETF has increased by 19% in 2026, following a 40% gain in 2025.
Struggles of Software Companies: In contrast, software companies have faced significant losses, with the iShares Expanded Tech-Software Sector ETF down 22% this year.
Quarterly Decline: The software sector also experienced an 8% decline in the fourth quarter of the previous year.
See More
Market Volatility and Investment Strategy Analysis
- Market Volatility: The S&P 500 fell on Thursday as tensions between the U.S. and Iran escalated, indicating that investors may be reducing equity exposure ahead of the weekend, reflecting concerns over geopolitical uncertainty.
- CrowdStrike Performance: Despite the broader market weakness, CrowdStrike's stock rose about 1%, although it remains down approximately 10% year-to-date; Jim Cramer believes that the increasing security risks associated with AI adoption will drive business growth, making it a top buy.
- Texas Roadhouse Earnings: Texas Roadhouse is set to report quarterly earnings after the bell, with expectations for strong same-store sales; however, Jim is concerned about declining margins due to beef inflation, with management guiding for a 7% commodity inflation rate in 2026.
- Boeing Order Situation: Boeing's stock fell nearly 1% despite signing a deal worth over $30 billion to sell around 100 aircraft to Vietnamese carriers, yet Jim remains steadfast in his confidence in Boeing's turnaround plan under CEO Kelly Ortberg's leadership.
See More
Quantum Secure Encryption Corp. Launches New Platform Enhancements
- Surging Market Demand: Global IT spending is projected to reach $6.15 trillion in 2026, with data center investments exceeding $650 billion, indicating a pressing need for security solutions as enterprises accelerate AI infrastructure buildouts.
- QPA Platform Upgrade: Quantum Secure Encryption Corp. announced enhancements to its Quantum Preparedness Assessment (QPA) platform, providing structured visibility into post-quantum cryptographic readiness, helping enterprises evaluate long-term cryptographic risk exposure amid accelerating quantum threats.
- International Expansion Strategy: The company renewed its enterprise agreement with The Muthoot Group in India, covering approximately 14,000 user licenses, and signed a three-year security agreement with three Brazilian government clients, further solidifying its position in international markets.
- Technology Platform Development: The enhanced QPA platform integrates compliance status dashboards, migration progress visualizations, and risk indicators to support internal governance decision-making, showcasing the company's technological leadership and the establishment of market education infrastructure in quantum security.
See More
Quantum Secure Encryption Corp. Launches New Platform Enhancements
- Surging Market Demand: Global IT spending is projected to reach $6.15 trillion in 2026, with data center investments exceeding $650 billion, indicating a pressing need for security solutions as enterprises accelerate AI infrastructure buildouts.
- QPA Platform Upgrade: Quantum Secure Encryption Corp. announced enhancements to its Quantum Preparedness Assessment (QPA) platform, providing structured visibility into enterprises' post-quantum cryptographic readiness, which aids organizations in clarifying priorities and planning migration strategies.
- International Market Expansion: The company renewed its agreement with The Muthoot Group in India, covering approximately 14,000 user licenses, and signed a three-year security agreement with three Brazilian government clients for about 4,500 user licenses, showcasing rapid growth in its international business.
- Technology Platform Development: QSE's technology platform includes a quantum-resilient key SDK and various security tools aimed at capturing enterprise adoption opportunities arising from accelerating quantum threats, with the post-quantum cryptography market expected to reach $17.69 billion by 2034.
See More
CrowdStrike Launches New Cybersecurity Platform Falcon
- Accelerating Revenue Growth: CrowdStrike reported $1.23 billion in revenue for Q3 FY2026, marking a 22% year-over-year increase, indicating strong momentum in the cybersecurity market, with Q4 expected to reach $1.3 billion, further solidifying its market position.
- Innovative Product Launch: The introduction of Falcon Next-Gen Identity Security employs a 'zero standing privileges' approach, significantly reducing the risk of unauthorized access to sensitive data, thereby enhancing customer trust and reliance on its platform.
- Flexible Subscription Model: The Falcon Flex subscription product, launched in 2023, generated $1.35 billion in annual recurring revenue, up 200% year-over-year, reflecting strong customer demand for customizable cybersecurity solutions that adapt to their needs.
- Valuation Challenges: Despite a 22% stock price decline, CrowdStrike's price-to-sales ratio remains high at 23.4 times revenue, significantly above competitors like Palo Alto Networks at 12.3 times, suggesting that short-term investors may want to avoid the stock, while long-term holders could benefit from future growth potential.
See More
CrowdStrike Integrates with Qualtrics to Enhance Security
- Security Integration Upgrade: The integration of CrowdStrike with Qualtrics aims to provide real-time protection for user activity and data access through Falcon Shield, helping organizations detect misconfigurations and unusual access, thereby enhancing compliance and security measures to address the concerns of 53% of consumers regarding data misuse.
- Strong Market Performance: While the technology sector declined by 0.40%, CrowdStrike's stock rose by 0.66%, indicating that company-specific factors are driving its performance, with the current stock price at $418.48, which is 3.2% below its 20-day and 14.4% below its 100-day simple moving averages.
- Financial Outlook: CrowdStrike is set to report earnings on March 3, 2026, with an estimated EPS of 74 cents and revenue of $1.30 billion, indicating potential revenue growth despite a decrease in EPS.
- Analyst Ratings: The stock carries a Buy rating with an average price target of $565.24, with recent adjustments from analysts such as Truist Securities lowering the target to $550, reflecting a cautiously optimistic market outlook for its future performance.
See More
AI Agents and the Software Crisis
Best Trade in 2026: The most profitable investment strategy in 2026 has been to buy semiconductor stocks while selling software companies.
Performance of Semiconductor Stocks: The iShares Semiconductor ETF has increased by 19% in 2026, following a 40% gain in 2025.
Struggles of Software Companies: In contrast, software companies have faced significant losses, with the iShares Expanded Tech-Software Sector ETF down 22% this year.
Quarterly Decline: The software sector also experienced an 8% decline in the fourth quarter of the previous year.
See More
Market Volatility and Investment Strategy Analysis
- Market Volatility: The S&P 500 fell on Thursday as tensions between the U.S. and Iran escalated, indicating that investors may be reducing equity exposure ahead of the weekend, reflecting concerns over geopolitical uncertainty.
- CrowdStrike Performance: Despite the broader market weakness, CrowdStrike's stock rose about 1%, although it remains down approximately 10% year-to-date; Jim Cramer believes that the increasing security risks associated with AI adoption will drive business growth, making it a top buy.
- Texas Roadhouse Earnings: Texas Roadhouse is set to report quarterly earnings after the bell, with expectations for strong same-store sales; however, Jim is concerned about declining margins due to beef inflation, with management guiding for a 7% commodity inflation rate in 2026.
- Boeing Order Situation: Boeing's stock fell nearly 1% despite signing a deal worth over $30 billion to sell around 100 aircraft to Vietnamese carriers, yet Jim remains steadfast in his confidence in Boeing's turnaround plan under CEO Kelly Ortberg's leadership.
See More
Quantum Secure Encryption Corp. Launches New Platform Enhancements
- Surging Market Demand: Global IT spending is projected to reach $6.15 trillion in 2026, with data center investments exceeding $650 billion, indicating a pressing need for security solutions as enterprises accelerate AI infrastructure buildouts.
- QPA Platform Upgrade: Quantum Secure Encryption Corp. announced enhancements to its Quantum Preparedness Assessment (QPA) platform, providing structured visibility into post-quantum cryptographic readiness, helping enterprises evaluate long-term cryptographic risk exposure amid accelerating quantum threats.
- International Expansion Strategy: The company renewed its enterprise agreement with The Muthoot Group in India, covering approximately 14,000 user licenses, and signed a three-year security agreement with three Brazilian government clients, further solidifying its position in international markets.
- Technology Platform Development: The enhanced QPA platform integrates compliance status dashboards, migration progress visualizations, and risk indicators to support internal governance decision-making, showcasing the company's technological leadership and the establishment of market education infrastructure in quantum security.
See More
Quantum Secure Encryption Corp. Launches New Platform Enhancements
- Surging Market Demand: Global IT spending is projected to reach $6.15 trillion in 2026, with data center investments exceeding $650 billion, indicating a pressing need for security solutions as enterprises accelerate AI infrastructure buildouts.
- QPA Platform Upgrade: Quantum Secure Encryption Corp. announced enhancements to its Quantum Preparedness Assessment (QPA) platform, providing structured visibility into enterprises' post-quantum cryptographic readiness, which aids organizations in clarifying priorities and planning migration strategies.
- International Market Expansion: The company renewed its agreement with The Muthoot Group in India, covering approximately 14,000 user licenses, and signed a three-year security agreement with three Brazilian government clients for about 4,500 user licenses, showcasing rapid growth in its international business.
- Technology Platform Development: QSE's technology platform includes a quantum-resilient key SDK and various security tools aimed at capturing enterprise adoption opportunities arising from accelerating quantum threats, with the post-quantum cryptography market expected to reach $17.69 billion by 2034.
See More
