CrowdStrike and NVIDIA expanded their collaboration in October 2026, linking Falcon Guardian with NVIDIA OpenShell and Sentry to connect AI agent activity with security telemetry and enable hardware-level policy enforcement. The article says this pushes CrowdStrike’s AI security deeper into infrastructure, where enterprise workloads run. The near-term bull case relies on adoption of Falcon Flex bundles and modules like Guardian and SafeMind, while the key risk is that forward goals for revenue, ARR and earnings quality fail to track guidance, given heavy use of non-GAAP metrics and a rich P/S multiple. The narrative forecasts US$9.9b in revenue and US$1.1b in earnings by 2029, implying 22.3% yearly revenue growth and earnings rising about 24x from US$45.0m today.
Summary written by Upside AI from the original article. Read the source for full details.
Read the original on Yahoo Finance ↗
Keywords
CrowdStrikecybersecurityartificial intelligenceNvidia
Open a keyword to see other news on the same topic.
Related news
- CrowdStrike Gains 3.6% on Expanded NVIDIA AI Agent Security Deal: “Setting the Standard”
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.
- Why Is CrowdStrike Stock Rising Following Its Expanded NVIDIA AI Security Partnership?
CrowdStrike (CRWD) shares rose 1.5% on Wednesday after the cybersecurity company expanded its collaboration with NVIDIA (NVDA) to develop AI security capabilities. The agreement pairs CrowdStrike's threat detection with NVIDIA's hardware-level controls to address risks from autonomous AI agents, including protections that can be enforced independently of the software environment. Data on how AI agents communicate and execute tasks will be sent to CrowdStrike's central monitoring platform to identify suspicious behavior. The companies have not disclosed financial terms or the expected revenue contribution.
- As AI Supercharges Hackers, Cybersecurity Stocks Split Into Platforms and Point Solutions
A CrowdStrike threat report says attacks by AI-powered hackers jumped 89% last year, pushing buyers toward single connected platforms rather than many separate tools. Even so, CrowdStrike and Palo Alto Networks are each down more than 13% from their record highs in early October, and Okta fell more than 7% this week after a report that OpenAI may buy a cybersecurity startup. The article attributes the selloff to valuation rather than lost customers or revenue, as many of these stocks trade above 100 times earnings after gaining over 100% in 2026. It separates platform players like CrowdStrike (Falcon Flex contracted value above $2 billion) and Palo Alto Networks (about 220 platformization deals in a recent quarter) from point solutions such as Okta, which mainly verifies logins, while noting SentinelOne, Cloudflare and Zscaler are harder to classify.
- Should One Cost Scare You About CrowdStrike Stock?
CrowdStrike (CRWD) paid employees $1.2 billion in stock over the year ended July 2026, about 23% of revenue, even as sales grew 24.3%. Diluted shares rose to 1.0 billion from 905 million five years earlier, while buybacks totaled only $176 million. Stock pay equaled about 82% of the company's $1.5 billion free cash flow, and the GAAP operating margin was -2.2%. As of October 21, 2026, the stock traded at 45.2 times sales versus 3.1 times for the S&P 500, and it returned 90.1% over the year against 16.5% for the index. The article says concern would grow if stock pay starts rising faster than sales, and suggests watching this ratio in the fiscal Q3 2027 report expected in late 2026.
- FinancialContent - Rapid7 , CrowdStrike , Cloudflare , Okta , and JFrog shares skyrocket , what you need to know
- CrowdStrike vs. Docusign: Which Technology Stock Is a Better Buy in 2026?
This article compares CrowdStrike (CRWD), a endpoint security leader with its Falcon platform, and Docusign (DOCU), the e-signature leader shifting toward its Intelligent Agreement Management platform. CrowdStrike reported fiscal 2026 revenue of nearly $4.8 billion, up 21.7%, but a net loss of about $162.5 million; free cash flow was nearly $1.3 billion, and stock-based compensation equaled roughly 68% of operating cash flow. Docusign posted revenue of about $3.2 billion, up 8.2%, net income of about $309.1 million (a 9.6% net margin) and free cash flow close to $1.1 billion, with stock-based compensation at roughly 53.4% of operating cash flow. Docusign trades at a significant discount to CrowdStrike on both earnings and sales, reflecting its slower growth. Each company faces distinct risks, from competition and dependence on core products or cloud infrastructure to data privacy regulation.
Related markets
Latest news
- Irish central bank fines Coinbase Ireland $3.6 million over fund safeguarding failures
Ireland's central bank fined Coinbase Ireland 3.25 million euros ($3.6 million) for alleged failures to safeguard customer funds and oversee outsourced services, saying the unit relied excessively on its U.S. parent and lacked adequate systems and controls. The regulator cited a 2023 episode in which Coinbase directed 30 customers to deposit funds into an alternate account at another U.S. bank when Silvergate neared collapse, holding them alongside funds of another Coinbase entity's customers, and coding errors left a safeguarding account underfunded by an average of 0.54% in 2023 and the first half of 2024. Coinbase said no customer lost money or was unable to access funds. The penalty follows a 21.4 million-euro fine on Coinbase Europe in 2025 for anti-money laundering failures.
- XRP Is 63% Below Its All-Time High and Ethereum 51%. Which Reclaims their ATH First?
XRP trades at $1.33, 63.5% below its all-time high of $3.65 set in July 2025, while Ethereum is at $2,403, 51.4% below its August 2025 peak of $4,946, and both fell over the past month. Reclaiming those highs would require gains of 174.4% for XRP and 105.9% for Ethereum, and the article concludes Ethereum has the edge, citing JPM Coin's integration onto its network on October 19 and a sizeable ETF asset base. XRP ETFs held $1.57 billion in net assets, but inflows slowed to $708,500 on October 21, while Ethereum's cumulative ETF net inflows fell to $12.83 billion amid outflows. Other news includes Germany's Sparkassen savings banks offering XRP trading and Ethereum's Glamsterdam upgrade entering the Hoodi test network on October 26.
- Tech stocks fall as Nvidia boss warns of AI funding slowdown
US stocks fell sharply on Thursday after Nvidia CEO Jensen Huang warned that a “scarcity of capital” was holding back AI rollout, fuelling worries about the cost of sustaining the AI boom. The Nasdaq 100 dropped 1.5% and the S&P fell nearly 1%. Meta shares slid 5% after it raised the lower bound of its capex guidance from $130 billion to $135 billion and issued new non-voting stock, while Tesla fell 2% after cutting its proposed AI spending from $25 billion to $20 billion. Oil added to the sell-off, with Brent rising 2.5% to $111.60 per barrel, its first move above $110 since May, after Aramco evacuated staff from its Dhahran headquarters over a warning of Houthi attacks.
- Musk: People Are "Buying FSD With a Car Attached." There's Only One Problem.
Tesla said 75% of its new North American deliveries in the third quarter came with an FSD subscription, up from 55% in the second quarter, and active FSD subscriptions rose 67% to 1.74 million. Tesla has not disclosed how many subscribers pay, since the first month is free. When an RBC analyst asked whether the paid rate was closer to 30% to 40%, CFO Vaibhav Taneja did not give a clear answer. The article also notes that Tesla's overall gross margin fell from 25.6% in fiscal 2022 to 18% in fiscal 2025, while the stock trades at 185x forward earnings. It argues the paid attach rate is the key figure to watch, as paid FSD revenue remains small relative to Tesla's total sales.
- Producer of 'Say Hi' Shows to Be Listed on HoSE
HoSE has approved the listing of more than 111.4 million DVV shares of DatVietVAC, the producer of the 'Say Hi' shows, with the decision signed on October 20. The first trading day has not been officially announced, but the plan is for early November, with a reference price of 54,800 dong, equal to the IPO price. The market capitalization is estimated at over 6,100 billion dong (more than 234 million USD), compared with nearly 1,700 billion dong for Yeah1 (YEG) at the close on October 22. The IPO's registered purchase orders reached 106.6% of the shares offered. This year, DatVietVAC targets revenue of 3,382 billion dong and after-tax profit of 420 billion dong, growth of about 6% and 11%.
- TeraFab's $16.8 billion bet to start producing 100K chips a month
Host Ejaaz Ahamadeen comments on Elon Musk's proposed $16.8 billion investment in his TeraFab semiconductor manufacturing project. He argues that chips are a key bottleneck for AI, humanoid robots and cars, and that vertical integration would reduce reliance on suppliers such as Nvidia. The first phase involves $16.8 billion to reach 100,000 wafers a month before 2030, with a peak of 1 million wafers a month within 10 years and more than 3,000 jobs. The host also stresses that the project carries many potential risks.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.