CrowdStrike (CRWD) shares rose 3.6% after it expanded its AI agent security work with NVIDIA, while Zscaler (+5.7%), Okta (+4.7%) and Palo Alto Networks (+2.3%) also gained. NVIDIA named 11 cybersecurity companies supporting its OpenShell Reference Architecture, so the opportunity is not exclusive to CrowdStrike. CrowdStrike is now integrating Falcon Guardian into OpenShell's runtime and plans to connect it to NVIDIA Sentry on BlueField-4 at the silicon level, a step still in planning, with no financial terms disclosed. Its net new ARR hit a record $333 million in the quarter ended July 31, up 51% year over year. Analysts expect revenue to rise from $4.81 billion in the year ended January 2026 to $9.02 billion in the year ending January 2029, about 23% a year, while the stock trades at 161x forward earnings versus a five-year average of 115x.
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CrowdStrikecybersecurityartificial intelligenceNvidia
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Related tickers and likely impact
NVDA
▲ Likely positiveNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.2T |
| Close on 10/20/2026 | 216.48 |
| Change that session | -0.28% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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