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.
JPMorgan Optimistic About CrowdStrike's Q4 Performance
- Price Target Adjustment: JPMorgan has lowered its price target for CrowdStrike from $582 to $472 while maintaining an 'Overweight' rating, indicating strong confidence in the company's fundamentals despite the valuation recalibration.
- 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.
See More
HSBC Remains Bullish on Software Sector Amid AI Concerns
- Market Panic Eases: Despite recent fears surrounding the SaaS model, HSBC analysts assert that the software sector will benefit from AI advancements rather than being displaced, reflecting confidence in the industry's resilience.
- Enterprise Software Advantage: HSBC highlights that consumer AI platform developers, such as Alphabet and OpenAI, lack the experience to create effective enterprise-class software in complex areas, thereby maintaining the competitive edge of existing software vendors.
- Investment Timing: Given that software sector valuations are at historical lows, HSBC recommends investors build or expand positions in the software space prior to a re-rating, anticipating strong demand growth for the sector.
- Future Outlook: HSBC predicts that while AI has been profitable for hardware and semiconductor sectors, the software industry will dominate value creation over the next two years, particularly post-2026, as software vendors leverage AI to generate superior products.
See More
CrowdStrike Partners with VAST Data and NVIDIA for AI Security
- 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
Nvidia CEO: Markets Misjudge AI Threat to Software Firms
- Strong Earnings Report: Nvidia's fiscal fourth-quarter revenue surged 73% year-over-year to $68.13 billion, surpassing analysts' expectations of $66.21 billion, indicating robust sales driven by strong AI demand.
- Optimistic Guidance: The company projected first-quarter revenue of $78 billion, plus or minus 2%, significantly exceeding analysts' forecast of $72.6 billion, reflecting sustained confidence in AI hardware spending.
- Market Reaction: Following the earnings report, Nvidia shares rose by 2% in after-hours trading, showcasing investor optimism about the company's growth potential, despite mixed views on the threat AI poses to the software sector.
- Industry Warning: Investment manager Dan Niles cautioned that AI could automate workflows and lower prices, putting some software companies at risk of failure, while emphasizing that firms in the database and cybersecurity sectors are likely to be more resilient.
See More
US Stocks Close Higher, Driven by Strong AI Sector Performance
- Strong Market Performance: The S&P 500 index rose by 0.81%, reaching a 1.5-week high, while the Nasdaq 100 increased by 1.41%, marking a 2-week high, reflecting strong investor confidence in AI infrastructure and software stocks.
- AI Companies Drive Market: The statement from AI startup Anthropic PBC alleviated concerns about AI disruption, and Nvidia's Q4 revenue is projected to hit $65.91 billion, further fueling optimism about demand for AI processors among investors.
- Economic Data Impact: US MBA mortgage applications rose by 0.4%, with the average 30-year fixed mortgage rate falling to 6.09%, a nearly 3.5-year low, indicating a potential recovery in buyer confidence that could stimulate the housing market.
- International Market Rally: Overseas stock markets generally rose, with the Euro Stoxx 50 reaching a new high, indicating global investor optimism about economic recovery, which further supports the upward trend in US stocks.
See More
ONCE Capital Increases Stake in NuScale Power Corporation
- Stake Increase: According to an SEC filing dated February 10, 2026, ONCE Capital Management increased its position in NuScale Power Corporation by 254,600 shares, although the quarter-end value of this holding fell by $716,841, indicating the impact of market volatility on the portfolio.
- Ownership Proportion: Following this purchase, NuScale now accounts for 1.3160% of ONCE Capital Management's 13F AUM, reflecting the firm's confidence in the company's future growth potential.
- Market Performance: As of February 9, 2026, NuScale's shares were priced at $17.68, with a one-year price increase of approximately 35.62%, suggesting that a reassessment of nuclear energy demand is driving stock price growth.
- Investor Focus: The success of NuScale hinges on securing necessary permits, meeting construction timelines, and controlling costs, with investors needing to monitor progress through concrete project milestones to ensure the reactors' competitiveness in reliability and economics.
See More
JPMorgan Optimistic About CrowdStrike's Q4 Performance
- Price Target Adjustment: JPMorgan has lowered its price target for CrowdStrike from $582 to $472 while maintaining an 'Overweight' rating, indicating strong confidence in the company's fundamentals despite the valuation recalibration.
- 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.
See More
HSBC Remains Bullish on Software Sector Amid AI Concerns
- Market Panic Eases: Despite recent fears surrounding the SaaS model, HSBC analysts assert that the software sector will benefit from AI advancements rather than being displaced, reflecting confidence in the industry's resilience.
- Enterprise Software Advantage: HSBC highlights that consumer AI platform developers, such as Alphabet and OpenAI, lack the experience to create effective enterprise-class software in complex areas, thereby maintaining the competitive edge of existing software vendors.
- Investment Timing: Given that software sector valuations are at historical lows, HSBC recommends investors build or expand positions in the software space prior to a re-rating, anticipating strong demand growth for the sector.
- Future Outlook: HSBC predicts that while AI has been profitable for hardware and semiconductor sectors, the software industry will dominate value creation over the next two years, particularly post-2026, as software vendors leverage AI to generate superior products.
See More
CrowdStrike Partners with VAST Data and NVIDIA for AI Security
- 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
Nvidia CEO: Markets Misjudge AI Threat to Software Firms
- Strong Earnings Report: Nvidia's fiscal fourth-quarter revenue surged 73% year-over-year to $68.13 billion, surpassing analysts' expectations of $66.21 billion, indicating robust sales driven by strong AI demand.
- Optimistic Guidance: The company projected first-quarter revenue of $78 billion, plus or minus 2%, significantly exceeding analysts' forecast of $72.6 billion, reflecting sustained confidence in AI hardware spending.
- Market Reaction: Following the earnings report, Nvidia shares rose by 2% in after-hours trading, showcasing investor optimism about the company's growth potential, despite mixed views on the threat AI poses to the software sector.
- Industry Warning: Investment manager Dan Niles cautioned that AI could automate workflows and lower prices, putting some software companies at risk of failure, while emphasizing that firms in the database and cybersecurity sectors are likely to be more resilient.
See More
US Stocks Close Higher, Driven by Strong AI Sector Performance
- Strong Market Performance: The S&P 500 index rose by 0.81%, reaching a 1.5-week high, while the Nasdaq 100 increased by 1.41%, marking a 2-week high, reflecting strong investor confidence in AI infrastructure and software stocks.
- AI Companies Drive Market: The statement from AI startup Anthropic PBC alleviated concerns about AI disruption, and Nvidia's Q4 revenue is projected to hit $65.91 billion, further fueling optimism about demand for AI processors among investors.
- Economic Data Impact: US MBA mortgage applications rose by 0.4%, with the average 30-year fixed mortgage rate falling to 6.09%, a nearly 3.5-year low, indicating a potential recovery in buyer confidence that could stimulate the housing market.
- International Market Rally: Overseas stock markets generally rose, with the Euro Stoxx 50 reaching a new high, indicating global investor optimism about economic recovery, which further supports the upward trend in US stocks.
See More
ONCE Capital Increases Stake in NuScale Power Corporation
- Stake Increase: According to an SEC filing dated February 10, 2026, ONCE Capital Management increased its position in NuScale Power Corporation by 254,600 shares, although the quarter-end value of this holding fell by $716,841, indicating the impact of market volatility on the portfolio.
- Ownership Proportion: Following this purchase, NuScale now accounts for 1.3160% of ONCE Capital Management's 13F AUM, reflecting the firm's confidence in the company's future growth potential.
- Market Performance: As of February 9, 2026, NuScale's shares were priced at $17.68, with a one-year price increase of approximately 35.62%, suggesting that a reassessment of nuclear energy demand is driving stock price growth.
- Investor Focus: The success of NuScale hinges on securing necessary permits, meeting construction timelines, and controlling costs, with investors needing to monitor progress through concrete project milestones to ensure the reactors' competitiveness in reliability and economics.
See More
