CrowdStrike Partners with VAST Data and NVIDIA for AI Security
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 hours ago
0mins
Should l Buy CRWD?
Source: Yahoo Finance
- Three-Way Partnership: CrowdStrike, VAST Data, and NVIDIA have announced a collaboration aimed at securing enterprise AI workloads by leveraging their respective technological strengths to enhance security against evolving threats.
- Security Embedded in Pipeline: This partnership integrates CrowdStrike's threat detection with VAST Data's data governance and NVIDIA's AI infrastructure, allowing AI security to be embedded throughout the entire AI pipeline, thus providing enterprises with a more comprehensive security solution.
- Enhanced Market Position: By collaborating with VAST Data and NVIDIA, CrowdStrike strengthens its narrative in the enterprise AI security space, which may influence how customers compare its offerings to those of other cybersecurity platforms.
- Future Considerations: Investors should monitor AI-related customer acquisitions and pricing strategies for joint offerings, as these factors will directly impact CrowdStrike's performance in the rapidly evolving AI security market.
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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: 350.250
Low
353.00
Averages
559.71
High
640.00
Current: 350.250
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.
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- Strong Sales Pipeline: Analyst Brian Essex anticipates a robust Q4 performance for CrowdStrike, driven by a durable sales pipeline and ongoing adoption of the Falcon Flex offering, expecting quarter-over-quarter growth in annual recurring revenue.
- Market Reaction Overdone: Following Anthropic's launch of the Claude Code Security product, shares in the cybersecurity software sector fell; however, Essex believes the market's reaction to platform-focused vendors like CrowdStrike is exaggerated, as its core capabilities mitigate exposure to new competition.
- Retail Sentiment Optimistic: CrowdStrike's stock rose 0.4% in Wednesday's premarket, with retail sentiment on Stocktwits remaining in 'extremely bullish' territory, reflecting strong investor confidence in the company's future performance.
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- Three-Way Partnership: CrowdStrike, VAST Data, and NVIDIA have announced a collaboration aimed at securing enterprise AI workloads by leveraging their respective technological strengths to enhance security against evolving threats.
- Security Embedded in Pipeline: This partnership integrates CrowdStrike's threat detection with VAST Data's data governance and NVIDIA's AI infrastructure, allowing AI security to be embedded throughout the entire AI pipeline, thus providing enterprises with a more comprehensive security solution.
- Enhanced Market Position: By collaborating with VAST Data and NVIDIA, CrowdStrike strengthens its narrative in the enterprise AI security space, which may influence how customers compare its offerings to those of other cybersecurity platforms.
- Future Considerations: Investors should monitor AI-related customer acquisitions and pricing strategies for joint offerings, as these factors will directly impact CrowdStrike's performance in the rapidly evolving AI security market.
See More
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