Cybersecurity (BK2570) Stock Forum and Discussion

Cybersecurity Watchlist

Cybersecurity is the practice of protecting critical systems and sensitive information from digital attacks. The Cybersecurity concept includes major US-listed companies that provide information technology security and cloud services.

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Close Nov 25 16:00 ET

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Constituent Stocks: 12Top Rising: AKAM+1.87%

nerdbull1669

7 minutes ago

CrowdStrike (CRWD) ARR and New Customer Acquisition To Watch For Third Quarter

$CrowdStrike (CRWD.US)$ is scheduled to report its third-quarter results on Tuesday (26 Nov) after market close.
This will be CRWD’s first full quarter since a faulty July software update caused a global Microsoft Windows outage with wide-ranging impacts.
Analysts are expecting CRWD revenue and adjusted profit to rise as the outage should have less of a negative impact on its bookings than consensus estimates.
Wall Stre...

Loong11

10 hours ago

$CrowdStrike (CRWD.US)$ earning will be good ? beat expectations?

Invest with Sarge

10 hours ago

The Week Ahead

Traders and investors can look forward to working less this week. Though one cannot really call the week "holiday-shortened", this Thursday will be Thanksgiving Day in the US. Financial markets will be closed but will reopen for a "half-day" regular session on Friday. The closing bells at 11 Wall Street and up at Times Square will ring at 1pm EST on Friday, which is three hours early. This, by the way, will force an economic data dump on Wednesday.
As far as coming macroeco...

Bear Bear Craig

17 hours ago

🚨US Market Black Friday Sales? 🔥

Weekly Market Recap: What happened and things to look out for!
Market Performance Overview
Last Thursday, the stock market had a big rally, with the $Dow Jones Industrial Average (.DJI.US)$ jumping over 570 points. This was mostly thanks to $NVIDIA (NVDA.US)$ strong earnings for Q3 2025, which showed impressive growth in both revenue and profit; as well as strong bull run from $Tesla (TSLA.US)$. Additionally, sectors tied to broader economic recovery—like industria...

Moo Earnings

19 hours ago

CRWD Q3 FY2025 Earnings Preview: Grab rewards by guessing the opening price!

Hi mooers!
$CrowdStrike (CRWD.US)$ is set to release its Q3 FY2025 financial results on November 26 after the bell. Unlock insights with CRWD Earnings Hub>>
CrowdStrike stock has gained more than +40% in 2024 as shares rebound from a global IT outage in July. On Friday, November 22, four Wall Street brokerages on Friday upped their price targets on CrowdStrike, with some analysts predict large improve from CrowdStrike's...

104712493 : CrowdStrike (CRWD), a leading cybersecurity company, is poised to deliver positive earnings growth driven by several key factors:
1. Strong Demand for Cybersecurity Solutions
Increasing frequency and sophistication of cyberattacks have heightened demand for advanced cybersecurity tools, especially endpoint and cloud security, where CrowdStrike excels.
Businesses are increasingly adopting zero-trust architectures, aligning with CrowdStrike’s Falcon platform capabilities.
2. Expanding Customer Base
CrowdStrike continues to grow its customer count across enterprises, small-to-medium businesses (SMBs), and government sectors, which provides a diversified revenue stream.
High customer retention and upselling opportunities through the addition of new modules to existing subscriptions drive recurring revenues.
3. Subscription Revenue Growth
The company’s software-as-a-service (SaaS) model ensures predictable, high-margin recurring revenues.
Dollar-based net retention rates above 120% show that existing customers are increasing their spending on CrowdStrike’s offerings.
With these factors, CrowdStrike's path to sustained profitability is underpinned by strong revenue growth, customer retention, and operating efficiencies. The company’s ability to execute on its growth strategy will determine its long-term earnings trajectory.

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Lucas Cheah : $CrowdStrike (CRWD.US)$ - Earnings Prospects Analysis
1. Growth in Cybersecurity Demand
As businesses adopt cloud computing and digital operations, the volume and sophistication of cyberattacks have surged. CrowdStrike’s AI-powered Falcon platform positions it as a leader in addressing these evolving threats. CrowdStrike benefits from secular growth in cybersecurity demand, ensuring a robust pipeline of new customers and upsell opportunities.
2. Falcon Platform and Differentiation
CrowdStrike’s Falcon platform is cloud-native, offering scalability and fast deployment, making it appealing to businesses of all sizes. Its AI-powered capabilities continuously learn and adapt, enhancing threat detection accuracy. CrowdStrike’s innovation leads to high customer retention and expansion rates, which drive recurring revenue from subscription-based services.
3. High Customer Growth and Retention
CrowdStrike boasts a high net revenue retention rate (NRR), reflecting its ability to retain customers while upselling additional services. CrowdStrike consistently grows its customer base, which reached over 23,000 as of the last fiscal year, with many opting for multiple modules within the Falcon platform.
4. Risks and Challenges
• High Valuation: CrowdStrike’s high price-to-earnings (P/E) ratio reflects high growth expectations, leaving little room for error. Any slowdown in growth could lead to a sharp valuation correction.
• Competition: Intense competition from well-funded peers like Palo Alto Networks and Microsoft could pressure pricing and market share.
In summary, CrowdStrike’s robust growth trajectory, driven by innovation and market expansion, makes it a compelling player in the cybersecurity sector. However, its high valuation warrants cautious optimism, with a focus on its ability to maintain growth and profitability.

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New93 : yay

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70565163 : strong buy

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wuyoyo : Strong market demand.

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Moo Earnings

Yesterday 09:51

Weekly Earnings Preview: Grab rewards by guessing the market winner!

Hi mooers!
Need a quick update on this week's events? Check out moomoo's fresh earnings & economic calendars to start this week!
For more details, check out the earnings calendar and economic calendar!
This week, various companies including $Dell Technologies (DELL.US)$ , $CrowdStrike (CRWD.US)$ , and $HP Inc (HPQ.US)$ are releasing their earnings. How will the market react to the companies' results? Let's make a guess!
For mo...

Moomoo Breakfast US

Nov 24 04:17

Columns What to Expect in the Week Ahead (DELL, CRWD and MINISO Earnings; GDP, FOMC Minutes and PCE Index )

Earnings Preview
Next week, earnings reports from tech firms Dell Technologies, CrowdStrike, and HP will be among the highlights of the corporate calendar.
Wall Street experts predict that $Dell Technologies (DELL.US)$ will announce quarterly earnings of $2.05 per share in its forthcoming report, indicating a 9% rise from the previous year. Expected revenues are projected to reach $24.53 billion, ma...

103995812

Nov 24 01:03

$Cisco (CSCO.US)$ 62 by end this week

U got Fomo

Nov 23 19:20

Bought during software update “glitch”

$CrowdStrike (CRWD.US)$ You have to know when issues are TEMPORARY. Their MKT cap at that time sat around $50B . Sure it killed their stock at the time but i took the opportunity to start holding Crowdstrike. This was a temporary issue as they ever since have been doing STAIGHT BUSINESS. Temporary issue like the update glitch should remind you of $Norfolk Southern (NSC.US)$ when their train derailed with those chemicals their stock hit rock bottom. But ever si...

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