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Based on total page views over the last 7 trading days
MU
Micron Technology
#1
AAPL
Apple
#2
NVDA
NVIDIA
#3
PLTR
Palantir Technologies
#4
SPCX
Space Exploration Technologies Corp.
#5
SNDK
Sandisk Corporation
#6
AVGO
Broadcom
#7
Based on page view growth over the last 3 trading days
CBRS
Cerebras Systems Inc.
Views 115.35%
CBOE
Cboe Global Markets
Views 105.63%
QCOM
Qualcomm
Views 101.23%
ONDS
ONDAS INC
Views 100.18%
ON
ON Semiconductor
Views 78.77%
PFE
Pfizer
Views 71.47%
LLY
Eli Lilly
Views 50.52%
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Om Jaiswal
S PANW CRWD
Better trading starts here.
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CrowdStrike (CRWD – Free Report) is seeing strong demand for its AI Detection and Response (AIDR) solution. CRWD’s AIDR solution is designed to help companies monitor and secure AI applications, AI agents and AI workloads as AI adoption increases across enterprises. Management highlighted AIDR as one of the company’s fastest-growing products during the first quarter of fiscal 2027.
In the first quarter of fiscal 2027, AIDR’s ending annual recurring revenues (ARR) grew more than 250% sequentially. Further, AIDR has a pipeline of more than $50 million for the second quarter of fiscal 2027. Management stated that customer adoption of AIDR has been faster than expected as more organizations look for ways to secure AI activity across their businesses.
CrowdStrike believes AIDR addresses a larger opportunity than traditional endpoint security. Endpoint Detection and Response (EDR) mainly protects laptops, desktops and servers. In contrast, AIDR is designed to protect AI-related assets such as AI models, data, prompts, agents and identities. With rising usage of AI by enterprises, each of these areas could require additional security controls, driving further demand for CRWD’s security tools such as AIDR.
CrowdStrike is already seeing customer adoption for AIDR. During the first quarter, an automotive financial services company deployed AIDR across more than 30,000 hosts in a seven-figure deal. The customer used the solution to monitor employee use of AI tools and improve security controls around AI activity. CrowdStrike’s existing Falcon platform gives it an advantage because customers can add AIDR using the same platform they already use for endpoint security.
The above-mentioned factors show that with rising enterprise AI adoption, AIDR could become an important contributor to CrowdStrike’s future revenue growth. The Zacks Consensus Estimate for fiscal 2027 and 2028 revenues indicates a year-over-year increase of around 23.5% and 21.6%, respectively.
Competitors like Palo Alto Networks (PANW – Free Report) and SentinelOne (S – Free Report) are also gaining ground through platform expansion and AI innovation.
In the third quarter of fiscal 2026, Palo Alto Networks saw robust growth in its Next-Gen Security ARR, which increased 60% year over year. The growth was driven by increased customer adoption of PANW’s advanced cybersecurity offerings, including its AI-driven XSIAM platform, SASE and software firewalls.
Though comparatively a small competitor, SentinelOne posted first-quarter fiscal 2027 year-over-year growth of 23% in its ARR. The growth was fueled by the rising adoption of SentinelOne’s AI-first Singularity platform and Purple AI.
Shares of CrowdStrike have jumped 42.8% in the year-to-date period compared with the Zacks Security industry’s return of 44.3%.
Image Source: Zacks Investment Research
From a valuation standpoint, CrowdStrike trades at a forward price-to-sales ratio of 26.57, significantly higher than the industry’s average of 15.77. The Zacks Value Score of F also suggests that CRWD stock is overvalued.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for CrowdStrike’s fiscal 2027 and 2028 earnings indicates year-over-year growth of 32.2% and 26.7%, respectively. The estimates for fiscal 2027 and 2028 have been revised upward by 8 cents and 9 cents, respectively, over the past 30 days.
Image Source: Zacks Investment Research
CrowdStrike currently carries a Zacks Rank #4 (Sell).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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