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This development is significant as it expands CrowdStrike's capabilities to protect federal operational and connected infrastructure.
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.
A fundamental shift is underway in the enterprise. Artificial intelligence (AI) is evolving from a helpful assistant, like a chatbot that responds to human prompts, into an autonomous worker.
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.
AUSTIN, Texas & WASHINGTON--(BUSINESS WIRE)--Fal.Con Gov 2026 -- CrowdStrike (NASDAQ: CRWD) today announced that Falcon® for XIoT has achieved Federal Risk and Authorization Management Program (FedRAMP) High Authorization, expanding CrowdStrike's protection to federal operational and connected infrastructure at the government's highest authorization baseline. Delivered through the FedRAMP High-authorized Falcon® platform in GovCloud, Falcon for XIoT protects the mission-critical systems that po.
AUSTIN, Texas & WASHINGTON--(BUSINESS WIRE)--Fal.Con Gov 2026 - CrowdStrike (NASDAQ: CRWD) today announced expanded capabilities in GovCloud, bringing more of the battle-tested Falcon® platform to U.S. public sector defenders. With new agentic automation, proactive threat defense, unified IT/OT protection, and flexible procurement within its Federal Risk and Authorization Management Program (FedRAMP) High-authorized environment, CrowdStrike is accelerating the public sector's shift from manual.
The war in Iran is having a direct impact on key industries -- namely, the oil markets. Obvious beneficiaries during times of geopolitical tensions include manufacturers of aircraft, drones, and rockets.
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.
Software stocks have been under pressure, but not every company in the sector deserves to be sold off with the group. In a recent conversation with Kuran Francis of FinTek, the discussion focused on a key shift now reshaping the software landscape: investors are no longer treating AI as an automatic positive for every tech company.
AUSTIN, Texas & AMSTERDAM--(BUSINESS WIRE)--CrowdStrike (NASDAQ: CRWD) and Nebius (NASDAQ: NBIS) today announced a major global partnership to bring the CrowdStrike Falcon® platform to Nebius AI Cloud, extending unified enterprise-grade cybersecurity to a new generation of AI environments built for speed and scale. The partnership enables organizations to scale AI on high-performance infrastructure without disrupting their existing security architecture. By integrating the Falcon platform direc.
AUSTIN, Texas & ST. LOUIS--(BUSINESS WIRE)--World Wide Technology (WWT) and CrowdStrike (NASDAQ: CRWD) today announced the launch of the Securing AI with CrowdStrike Lab within WWT's AI Proving Ground. Built on NVIDIA AI factories, the lab enables enterprises to test, validate, and deploy AI systems with unified security before moving into production. Enterprises are rapidly scaling AI factories and accelerated computing environments to support business-critical workloads. As AI adoption expand.
AUSTIN, Texas & NEW YORK--(BUSINESS WIRE)--CrowdStrike (NASDAQ: CRWD) today announced that Ernst & Young LLP (EY US) has selected the CrowdStrike Falcon® platform to power its Agentic Security Operations Center (SOC) services, accelerated by NVIDIA AI infrastructure and NVIDIA AI Enterprise software. With the Falcon platform and EY US's managed services knowledge, enterprises worldwide can transform security operations using AI agents and automation built to stop breaches. In 2025, the aver.
AUSTIN, Texas & SAN JOSE, Calif.--(BUSINESS WIRE)--GTC – CrowdStrike (NASDAQ: CRWD) today announced an expanded collaboration with NVIDIA to advance Agentic Managed Detection and Response (MDR) using the NVIDIA Agent Toolkit, featuring open NVIDIA Nemotron models and NVIDIA NeMo Data Designer to power specialized security agents and speed investigative workflows. CrowdStrike will also be expanding Charlotte AI AgentWorks with support for NVIDIA Nemotron 3 Super, enabling organizations to build.
AUSTIN, Texas & SAN JOSE, Calif.--(BUSINESS WIRE)--GTC – CrowdStrike (NASDAQ: CRWD) today unveiled a Secure-by-Design AI Blueprint built with NVIDIA that integrates protection from the CrowdStrike Falcon® platform directly into NVIDIA OpenShell, an open-source runtime that enforces policy-based guardrails to make autonomous agents safer to deploy. The architecture integrates security natively into the AI agent stack, enabling organizations to operationalize autonomous systems with governance, v.
CRWD's Falcon Flex ARR tops $1.69B in Q4 FY26, as enterprises expand platform usage, fueling the next phase of growth.
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,