[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-crowdstrike-ceo-competes-on-model-pricing-ours-is-like-three-cents-EN":222},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[150,154,158,162,166,170,174,178,182,186,190,194,198,202,206,210,214,218],{"slug":151,"title":152,"modified":153},"bloomberg","Bloomberg","2025-01-16T14:23:44",{"slug":155,"title":156,"modified":157},"morningstar","Morningstar","2025-01-16T14:25:16",{"slug":159,"title":160,"modified":161},"sentieo","Sentieo","2025-01-16T17:58:27",{"slug":163,"title":164,"modified":165},"googlefinance","Google Finance","2025-01-17T19:39:37",{"slug":167,"title":168,"modified":169},"tradingview","TradingView","2025-01-16T18:17:01",{"slug":171,"title":172,"modified":173},"factset","Factset","2025-01-16T18:20:16",{"slug":175,"title":176,"modified":177},"finviz","Finviz","2025-01-16T18:23:40",{"slug":179,"title":180,"modified":181},"ycharts","YCharts","2025-01-16T18:32:19",{"slug":183,"title":184,"modified":185},"marketbeat","MarketBeat","2025-03-11T00:27:23",{"slug":187,"title":188,"modified":189},"benzinga","Benzinga","2025-03-11T00:31:00",{"slug":191,"title":192,"modified":193},"gurufocus","Gurufocus","2025-03-11T00:31:12",{"slug":195,"title":196,"modified":197},"fast-graphs","FAST Graphs","2025-03-11T00:31:19",{"slug":199,"title":200,"modified":201},"tipranks","TipRanks","2025-03-11T00:31:26",{"slug":203,"title":204,"modified":205},"seeking-alpha","Seeking Alpha","2025-03-11T00:31:45",{"slug":207,"title":208,"modified":209},"thestreet","TheStreet","2025-03-11T00:31:52",{"slug":211,"title":212,"modified":213},"investing-com","Investing.com","2025-03-11T00:32:00",{"slug":215,"title":216,"modified":217},"zacks","Zacks","2025-03-26T15:40:40",{"slug":219,"title":220,"modified":221},"alphasense","AlphaSense","2025-03-11T00:32:15",{"post":223,"seo":259,"relatedPosts":266,"suggestedPosts":343},{"id":224,"title":225,"date":226,"modified":227,"excerpt":228,"content":229,"wordCount":230,"lang":231,"uri":232,"slug":233,"cloudinaryAssetId":234,"featuredImageOriginalUrl":235,"featuredImageMetadata":236,"author":239,"editor":245,"categories":250,"relatedPosts":256,"seo":257},143199,"CrowdStrike CEO Competes on Model Pricing: “Ours Is Like Three Cents”","2026-10-26T21:01:00","2026-10-26T14:34:37","\u003Cp>That’s a lot of room to undercut the AI labs\u003C\u002Fp>\n","\n\u003Ch2 id=\"h-key-takeaways\" class=\"wp-block-heading\">Key Takeaways\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>CrowdStrike CEO George Kurtz said a general remediation task costs about $10 on the best frontier cyber model and about three cents on CrowdStrike’s own model.\u003C\u002Fli>\n\n\n\n\u003Cli>That cost gap lets CrowdStrike undercut the AI labs on price and still keep the roughly 75% gross margin it has held for the last three fiscal years.\u003C\u002Fli>\n\n\n\n\u003Cli>The main risk is that cheaper models push security prices down across the industry, including at Palo Alto Networks and Zscaler, as frontier labs move into cyber themselves.\u003C\u002Fli>\n\n\n\n\u003Cli>Analysts expect revenue to nearly double by the year ending January 2029, and the stock trades at 169x forward earnings, well above its three-year average of 103x.\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Yesterday, details of two critical PHP bugs that let anyone run code on a server without logging in \u003Ca href=\"https:\u002F\u002Fx.com\u002Ffiveoutofnine\u002Fstatus\u002F2113045722744717360\">leaked before a patch was even out\u003C\u002Fa>. Agencies from the US to Japan told people to take their systems offline.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Today, \u003Cstrong>CrowdStrike (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=420347413&tid=613769159\">CRWD\u003C\u002Fa>)\u003C\u002Fstrong> CEO George Kurtz went on the \u003Ca href=\"https:\u002F\u002Fpodcasts.apple.com\u002Fus\u002Fpodcast\u002Fthe-new-apex-predator-crowdstrike-ceo-george-kurtz-on\u002Fid1668002688?i=1000797598841\">No Priors podcast\u003C\u002Fa> and explained what it costs to clean up that kind of mess with AI. He said that “for general remediation, if you use like, the highest caliber frontier cyber model probably cost you about $10. Ours is like three cents.”\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">That’s a huge edge, and it matters most for CrowdStrike’s margins.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>TIKR tracks 54 analysts on CrowdStrike. How many say “Buy”?\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">See the full breakdown of Buy, Hold, and Sell ratings on CrowdStrike, along with Wall Street’s revenue and earnings estimates, all in one place. More than 500,000 investors use TIKR to research stocks like this one. \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fvaluation-model-builder?ref=tikrblog\">See CrowdStrike’s Analyst Ratings\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-three-cents-leaves-plenty-of-margin\" class=\"wp-block-heading\">Three cents leaves plenty of margin\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">CrowdStrike keeps about three-quarters of every revenue dollar as gross profit. Its gross margin has stayed between 73% and 75% for five fiscal years.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002F2026-10-22_i901aee4bd8_CRWD_gross_margin_2022-2026\u002F2026-10-22_i901aee4bd8_CRWD_gross_margin_2022-2026.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1792677527\u002Fimages\u002F2026-10-22_i901aee4bd8_CRWD_gross_margin_2022-2026\u002F2026-10-22_i901aee4bd8_CRWD_gross_margin_2022-2026.png?_i=AA\" alt=\"Line chart from TIKR of CrowdStrike's gross margin (%), fiscal 2022–2026 (years to January).\" class=\"wp-post-143199 wp-image-143196\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792677527\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792677527\u002Fimages\u002F2026-10-22_i901aee4bd8_CRWD_gross_margin_2022-2026\u002F2026-10-22_i901aee4bd8_CRWD_gross_margin_2022-2026.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792677527\u002Fimages\u002F2026-10-22_i901aee4bd8_CRWD_gross_margin_2022-2026\u002F2026-10-22_i901aee4bd8_CRWD_gross_margin_2022-2026.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1792677527\u002Fimages\u002F2026-10-22_i901aee4bd8_CRWD_gross_margin_2022-2026\u002F2026-10-22_i901aee4bd8_CRWD_gross_margin_2022-2026.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1792677527\u002Fimages\u002F2026-10-22_i901aee4bd8_CRWD_gross_margin_2022-2026\u002F2026-10-22_i901aee4bd8_CRWD_gross_margin_2022-2026.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1792677527\u002Fimages\u002F2026-10-22_i901aee4bd8_CRWD_gross_margin_2022-2026\u002F2026-10-22_i901aee4bd8_CRWD_gross_margin_2022-2026.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">CrowdStrike (CRWD): gross margin (%), fiscal 2022–2026 (years to January) (\u003Cstrong>TIKR\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Its subscription business did even better in the latest quarter. Subscription gross margin was 78% in the three months to July 31, 2026, up from 77% a year earlier.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Running AI agents on a frontier model at about $10 a task would cut into that margin fast. At three cents, the compute costs next to nothing against almost any price CrowdStrike charges. So it can undercut the labs and still keep most of each sale.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Kurtz says the cost edge comes from how CrowdStrike builds its models. It starts with NVIDIA’s open Nemotron models, post-trains them on more than a decade of its own security data, and runs them inside its own harness, which he says gets better results at a much lower cost.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Building those models isn’t free, of course. Research and development rose to 29% of revenue in the year ended January 2026, from 26% two years earlier, and that spending doesn’t show up in gross margin.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-90-agents-per-employee\" class=\"wp-block-heading\">90 agents per employee\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Kurtz says CrowdStrike can find the rogue AI agents running inside a company and trace everything each one does from the moment it starts: its sub-agents, its tool calls, the servers it reaches. Customers can then set rules to block what an agent shouldn’t be doing.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Then he made the business case: “they say you can have 90 different agents as an employee, well, that can be a much bigger opportunity than just EDR for us.” (He thinks that 90 figure is low.)\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">If every agent needs watching the way a laptop does, CrowdStrike’s market grows with the number of agents, which is far faster than headcount. Cheap models are what make watching all of them affordable for customers and profitable for CrowdStrike.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Analysts already expect revenue to go from $4.81 billion in the year ended January 2026 to $9.02 billion in the year ending January 2029.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002F2026-10-22_i901aee4bd8_CRWD_revenue_estimates_2024-2028\u002F2026-10-22_i901aee4bd8_CRWD_revenue_estimates_2024-2028.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1792677525\u002Fimages\u002F2026-10-22_i901aee4bd8_CRWD_revenue_estimates_2024-2028\u002F2026-10-22_i901aee4bd8_CRWD_revenue_estimates_2024-2028.png?_i=AA\" alt=\"Bar chart from TIKR of CrowdStrike's revenue, actual and consensus estimates, $ billions, fiscal 2024–2028 (years to January).\" class=\"wp-post-143199 wp-image-143197\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792677525\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792677525\u002Fimages\u002F2026-10-22_i901aee4bd8_CRWD_revenue_estimates_2024-2028\u002F2026-10-22_i901aee4bd8_CRWD_revenue_estimates_2024-2028.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792677525\u002Fimages\u002F2026-10-22_i901aee4bd8_CRWD_revenue_estimates_2024-2028\u002F2026-10-22_i901aee4bd8_CRWD_revenue_estimates_2024-2028.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1792677525\u002Fimages\u002F2026-10-22_i901aee4bd8_CRWD_revenue_estimates_2024-2028\u002F2026-10-22_i901aee4bd8_CRWD_revenue_estimates_2024-2028.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1792677525\u002Fimages\u002F2026-10-22_i901aee4bd8_CRWD_revenue_estimates_2024-2028\u002F2026-10-22_i901aee4bd8_CRWD_revenue_estimates_2024-2028.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1792677525\u002Fimages\u002F2026-10-22_i901aee4bd8_CRWD_revenue_estimates_2024-2028\u002F2026-10-22_i901aee4bd8_CRWD_revenue_estimates_2024-2028.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">CrowdStrike (CRWD): revenue, actual and consensus estimates, $ billions, fiscal 2024–2028 (years to January) (\u003Cstrong>TIKR\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">That’s more than 20% growth a year. One interview won’t move those estimates, but agent security showing up in CrowdStrike’s results would.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-cheap-cuts-both-ways\" class=\"wp-block-heading\">Cheap cuts both ways\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Of course, cheap models are coming for everyone. OpenAI and Anthropic already give vetted defenders access to their models through programs like Daybreak and Mythos Access. If the labs’ models get cheap enough, customers will expect to pay less for security across the board. \u003Cstrong>Palo Alto Networks (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=25460099&tid=208663871\">PANW\u003C\u002Fa>)\u003C\u002Fstrong> and \u003Cstrong>Zscaler (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=58838228&tid=553393970\">ZS\u003C\u002Fa>)\u003C\u002Fstrong> carry that same risk. This week Zscaler joined CrowdStrike, which \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fcrowdstrike-gains-3-6-on-expanded-nvidia-ai-agent-security-deal-setting-the-standard\">expanded its AI agent security deal with NVIDIA\u003C\u002Fa>, in supporting NVIDIA’s new architecture for securing agents.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Kurtz’s answer is the data: “there is no Reddit of CrowdStrike security data.” He says synthetic data can’t replace the attack chains CrowdStrike and its managed detection and response service have collected for more than a decade. A lab can cut its price, but it would have to build that history from scratch.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Plus: Kurtz wants the labs’ models on CrowdStrike’s platform for customers who prefer them. So CrowdStrike can sell either one.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-the-market-is-already-paying-up\" class=\"wp-block-heading\">The market is already paying up\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Investors have noticed. CrowdStrike traded at 169x forward earnings on Oct. 21. That’s well above its three-year average of 103x and not far below its 198x peak on Oct. 6.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002F2026-10-22_i901aee4bd8_CRWD_ntm_pe_3y\u002F2026-10-22_i901aee4bd8_CRWD_ntm_pe_3y.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1792677515\u002Fimages\u002F2026-10-22_i901aee4bd8_CRWD_ntm_pe_3y\u002F2026-10-22_i901aee4bd8_CRWD_ntm_pe_3y.png?_i=AA\" alt=\"Line chart from TIKR of CrowdStrike's forward (NTM) P\u002FE, last 3 years.\" class=\"wp-post-143199 wp-image-143198\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792677515\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792677515\u002Fimages\u002F2026-10-22_i901aee4bd8_CRWD_ntm_pe_3y\u002F2026-10-22_i901aee4bd8_CRWD_ntm_pe_3y.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792677515\u002Fimages\u002F2026-10-22_i901aee4bd8_CRWD_ntm_pe_3y\u002F2026-10-22_i901aee4bd8_CRWD_ntm_pe_3y.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1792677515\u002Fimages\u002F2026-10-22_i901aee4bd8_CRWD_ntm_pe_3y\u002F2026-10-22_i901aee4bd8_CRWD_ntm_pe_3y.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1792677515\u002Fimages\u002F2026-10-22_i901aee4bd8_CRWD_ntm_pe_3y\u002F2026-10-22_i901aee4bd8_CRWD_ntm_pe_3y.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1792677515\u002Fimages\u002F2026-10-22_i901aee4bd8_CRWD_ntm_pe_3y\u002F2026-10-22_i901aee4bd8_CRWD_ntm_pe_3y.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">CrowdStrike (CRWD): forward (NTM) P\u002FE, last 3 years (\u003Cstrong>TIKR\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">My take: at three cents a task, CrowdStrike can compete on price for agent security and keep its margins. That’s exactly what a stock at 169x needs. But at that multiple, I’d want to see agent revenue in the numbers before paying up.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Of course, three cents is Kurtz’s own figure. The next checks are CrowdStrike’s fiscal third quarter, which ends Oct. 31, and whether Palo Alto Networks and Zscaler start pricing their own AI the same way.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-so-what-is-crowdstrike-stock-actually-worth\" class=\"wp-block-heading\">So what is CrowdStrike stock actually worth?\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">TIKR lets you forecast the future price of any stock in less than a minute. Just enter a few assumptions into TIKR’s valuation model and see what CrowdStrike could be worth. Start from Wall Street consensus estimates, or adjust the inputs to reflect your own view of the business. It’s free to use.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fvaluation-model-builder?ref=tikrblog\">Value CrowdStrike for free\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch3 id=\"h-disclaimer\" class=\"wp-block-heading\">\u003Cstrong>Disclaimer:\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cem>Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any of the stocks mentioned. Thank you for reading, and happy investing!\u003C\u002Fem>\u003C\u002Fp>\n",1080,"en","\u002Fblog\u002Fcrowdstrike-ceo-competes-on-model-pricing-ours-is-like-three-cents","crowdstrike-ceo-competes-on-model-pricing-ours-is-like-three-cents","images\u002FCRWD-stock-cyano66-from-Getty-Images-and-Petrovich9-from-Getty-Images-Signature-via-Canva\u002FCRWD-stock-cyano66-from-Getty-Images-and-Petrovich9-from-Getty-Images-Signature-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792699325\u002Fimages\u002FCRWD-stock-cyano66-from-Getty-Images-and-Petrovich9-from-Getty-Images-Signature-via-Canva\u002FCRWD-stock-cyano66-from-Getty-Images-and-Petrovich9-from-Getty-Images-Signature-via-Canva.png?_i=AA",{"altText":237,"imageCredit":238},"CrowdStrike CEO Competes on Model Pricing: “Ours Is Like Three Cents”","cyano66 from Getty Images and Petrovich9 from Getty Images Signature via Canva",{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":244},"Roxanna Maglangit","roxtikr","author","",[],{"name":246,"slug":247,"role":248,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":249},"Michael Douglass","MichaelDouglass","editor",[],[251],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},"General Investing","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",0,[],{"title":237,"metaDesc":258,"opengraphDescription":258,"twitterTitle":237,"twitterDescription":258},"That’s a lot of room to undercut the AI labs",{"title":225,"description":260,"twitterTitle":225,"twitterDescription":260,"author":240,"articlePublisher":261,"articlePublishedTime":226,"articleModifiedTime":227,"twitterLabel1":262,"twitterData1":263,"ogTitle":225,"ogDescription":260,"ogUrl":232,"ogImage":235,"ogImageWidth":264,"ogImageHeight":265,"ogImageSecureUrl":235,"ogImageAlt":237,"twitterImage":235},"That’s a lot of room to undercut the AI labs","TIKR.com","Est. reading time","7 minutes",1200,630,[267,284,299,313,328],{"id":255,"title":268,"date":269,"excerpt":270,"wordCount":271,"uri":272,"slug":273,"cloudinaryAssetId":274,"featuredImageOriginalUrl":275,"featuredImageMetadata":276,"author":277,"categories":281,"relatedPosts":283},"Marvell Stock Is Bouncing Back From a Near 9% Drop. Its COO Says It Has “All the Demand and the Supply” to Hit $20 Billion in Revenue Next Year","2026-10-26 20:45:00","Marvell closed below the lowest of 43 Wall Street price targets after AI spending and supply worries hit chip stocks. Its COO says supply for a $20 billion year is reserved. Free cash flow, which has missed estimates five quarters running, is the test.",866,"\u002Fblog\u002Fmarvell-stock-is-bouncing-back-from-a-near-9-drop-its-coo-says-it-has-all-the-demand-and-the-supply-to-hit-20-billion-in-revenue-next-year","marvell-stock-is-bouncing-back-from-a-near-9-drop-its-coo-says-it-has-all-the-demand-and-the-supply-to-hit-20-billion-in-revenue-next-year","images\u002F2-20_1460259e80c\u002F2-20_1460259e80c","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793046660\u002Fimages\u002F2-20_1460259e80c\u002F2-20_1460259e80c.png?_i=AA",{"altText":268},{"name":278,"slug":279,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":280},"Wiltone Asuncion","wiltonetikr",[],[282],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":285,"date":286,"excerpt":287,"wordCount":288,"uri":289,"slug":290,"cloudinaryAssetId":291,"featuredImageOriginalUrl":292,"featuredImageMetadata":293,"author":294,"categories":296,"relatedPosts":298},"Not Good: Google Cloud Is \"Forgoing Short-Term Revenues\" to Feed Its AI Researchers","2026-10-26 20:31:00","Sounds like someone's managing expectations",1033,"\u002Fblog\u002Fnot-good-google-cloud-is-forgoing-short-term-revenues-to-feed-its-ai-researchers","not-good-google-cloud-is-forgoing-short-term-revenues-to-feed-its-ai-researchers","images\u002FGoogle-Stock_1456319f746\u002FGoogle-Stock_1456319f746","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793024266\u002Fimages\u002FGoogle-Stock_1456319f746\u002FGoogle-Stock_1456319f746.png?_i=AA",{"altText":285},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":295},[],[297],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":300,"date":301,"excerpt":302,"wordCount":303,"uri":304,"slug":305,"cloudinaryAssetId":-1,"featuredImageOriginalUrl":306,"featuredImageMetadata":307,"author":308,"categories":310,"relatedPosts":312},"Anthropic's IPO Will \"Suck a Massive Amount of Money\" From AI Stocks, Cramer Warns","2026-10-26 20:13:04","There's only so much money to go around",962,"\u002Fblog\u002Fanthropics-ipo-will-suck-a-massive-amount-of-money-from-ai-stocks-cramer-warns","anthropics-ipo-will-suck-a-massive-amount-of-money-from-ai-stocks-cramer-warns","https:\u002F\u002Ftikr1.wpengine.com\u002Fwp-content\u002Fuploads\u002F2026\u002F10\u002FAnthropic-1-600x400.png",{"altText":300},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":309},[],[311],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":314,"date":315,"excerpt":316,"wordCount":317,"uri":318,"slug":319,"cloudinaryAssetId":320,"featuredImageOriginalUrl":321,"featuredImageMetadata":322,"author":323,"categories":325,"relatedPosts":327},"Visa Hit a Record High Despite a Swipe-Fee Threat. Here's What October 27 Has to Prove","2026-10-26 20:05:28","The quarter is the easy part.",868,"\u002Fblog\u002Fvisa-hit-a-record-high-despite-a-swipe-fee-threat-heres-what-october-27-has-to-prove","visa-hit-a-record-high-despite-a-swipe-fee-threat-heres-what-october-27-has-to-prove","images\u002Fthoughtful-woman-card-payment\u002Fthoughtful-woman-card-payment","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793011294\u002Fimages\u002Fthoughtful-woman-card-payment\u002Fthoughtful-woman-card-payment.png?_i=AA",{"altText":314},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":324},[],[326],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":329,"date":330,"excerpt":331,"wordCount":332,"uri":333,"slug":334,"cloudinaryAssetId":335,"featuredImageOriginalUrl":336,"featuredImageMetadata":337,"author":338,"categories":340,"relatedPosts":342},"Robinhood Is Building 13 Businesses at Once. The October 27 Report Tests Whether Margins Pay for It","2026-10-26 19:56:09","Revenue growth is the easy part",919,"\u002Fblog\u002Frobinhood-is-building-13-businesses-at-once-the-october-27-report-tests-whether-margins-pay-for-it","robinhood-is-building-13-businesses-at-once-the-october-27-report-tests-whether-margins-pay-for-it","images\u002Fthoughtful-man-bitcoin\u002Fthoughtful-man-bitcoin","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793011641\u002Fimages\u002Fthoughtful-man-bitcoin\u002Fthoughtful-man-bitcoin.png?_i=AA",{"altText":329},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":339},[],[341],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],[344,362,377,392,407,422,442,457,471],{"id":255,"title":345,"date":346,"excerpt":347,"wordCount":348,"uri":349,"slug":350,"cloudinaryAssetId":351,"featuredImageOriginalUrl":352,"featuredImageMetadata":353,"author":354,"categories":356,"relatedPosts":361},"Disney Stock Rose 10 Sessions in a Row While Bidding $20 Million for Character.AI’s Technology. Here’s Where It Could Go by 2030","2026-10-26 21:00:00","Disney climbed 11% in three weeks, including 10 straight gains, while lining up most of bankrupt Character.AI’s engineers. Thirty-one states and DC now object to the sale rules. Nearly all of October’s gain came from a higher multiple, so the November 17 report has to supply the earnings.",926,"\u002Fblog\u002Fdisney-stock-rose-10-sessions-in-a-row-while-bidding-20-million-for-character-ais-technology-heres-where-it-could-go-by-2030","disney-stock-rose-10-sessions-in-a-row-while-bidding-20-million-for-character-ais-technology-heres-where-it-could-go-by-2030","images\u002F7-16_1460307b672\u002F7-16_1460307b672","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793046759\u002Fimages\u002F7-16_1460307b672\u002F7-16_1460307b672.png?_i=AA",{"altText":345},{"name":278,"slug":279,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":355},[],[357],{"name":358,"slug":359,"uri":360,"description":243,"postsCount":255},"Stock Reviews","reviews","\u002Fblog\u002Fcategory\u002Freviews",[],{"id":255,"title":363,"date":364,"excerpt":365,"wordCount":366,"uri":367,"slug":368,"cloudinaryAssetId":369,"featuredImageOriginalUrl":370,"featuredImageMetadata":371,"author":372,"categories":374,"relatedPosts":376},"Pfizer Rose Nearly 21% in 2026 as Its Forward P\u002FE Climbed From About 9 to 11 Times. Here’s What November 3 Has to Show","2026-10-26 20:55:00","Pfizer climbed above Wall Street’s mean price target in October even as its forward EPS estimate fell. The third-quarter report on November 3 is the first test of whether that higher multiple holds.",862,"\u002Fblog\u002Fpfizer-rose-nearly-21-in-2026-as-its-forward-p-e-climbed-from-about-9-to-11-times-heres-what-november-3-has-to-show","pfizer-rose-nearly-21-in-2026-as-its-forward-p-e-climbed-from-about-9-to-11-times-heres-what-november-3-has-to-show","images\u002F6-15_1460299f0d2\u002F6-15_1460299f0d2","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793046762\u002Fimages\u002F6-15_1460299f0d2\u002F6-15_1460299f0d2.png?_i=AA",{"altText":363},{"name":278,"slug":279,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":373},[],[375],{"name":358,"slug":359,"uri":360,"description":243,"postsCount":255},[],{"id":255,"title":378,"date":379,"excerpt":380,"wordCount":381,"uri":382,"slug":383,"cloudinaryAssetId":384,"featuredImageOriginalUrl":385,"featuredImageMetadata":386,"author":387,"categories":389,"relatedPosts":391},"Pinterest Has Fallen After 4 of Its Last 5 Earnings Reports. Here’s What October 29 Needs to Show","2026-10-26 20:53:00","Pinterest has dropped the session after four of its last five earnings reports, even though it beat revenue estimates in four of those quarters. Its next-quarter outlook has tracked the stock more closely, and its CEO tied the new CFO search to selling ads beyond Pinterest’s own app.",872,"\u002Fblog\u002Fpinterest-has-fallen-after-4-of-its-last-5-earnings-reports-heres-what-october-29-needs-to-show","pinterest-has-fallen-after-4-of-its-last-5-earnings-reports-heres-what-october-29-needs-to-show","images\u002F5-16_1460283708d\u002F5-16_1460283708d","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793046769\u002Fimages\u002F5-16_1460283708d\u002F5-16_1460283708d.png?_i=AA",{"altText":378},{"name":278,"slug":279,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":388},[],[390],{"name":358,"slug":359,"uri":360,"description":243,"postsCount":255},[],{"id":255,"title":393,"date":394,"excerpt":395,"wordCount":396,"uri":397,"slug":398,"cloudinaryAssetId":399,"featuredImageOriginalUrl":400,"featuredImageMetadata":401,"author":402,"categories":404,"relatedPosts":406},"Starbucks Stock Rose 11% in Two Weeks. Here’s What Its October 29 Report Has to Prove","2026-10-26 20:50:00","Starbucks rose 11% in two weeks while Citi and Mizuho cut their targets. The July call explains the split: closures and delivery drove nearly half the comp, and tariff refunds won’t repeat. Here is what October 29 has to prove.",954,"\u002Fblog\u002Fstarbucks-stock-rose-11-in-two-weeks-heres-what-its-october-29-report-has-to-prove","starbucks-stock-rose-11-in-two-weeks-heres-what-its-october-29-report-has-to-prove","images\u002F4-20_1460272a253\u002F4-20_1460272a253","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793046772\u002Fimages\u002F4-20_1460272a253\u002F4-20_1460272a253.png?_i=AA",{"altText":393},{"name":278,"slug":279,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":403},[],[405],{"name":358,"slug":359,"uri":360,"description":243,"postsCount":255},[],{"id":255,"title":408,"date":409,"excerpt":410,"wordCount":411,"uri":412,"slug":413,"cloudinaryAssetId":414,"featuredImageOriginalUrl":415,"featuredImageMetadata":416,"author":417,"categories":419,"relatedPosts":421},"Riot Platforms Fell 38% Since September 30, and the Street’s Mean Target Now Sits 138% Above It. Here’s What November 4 Has to Show","2026-10-26 20:48:00","Riot Platforms is back below its 2025 close, yet consensus for its 2028 revenue barely moved in October. November 4 is the first earnings call since Riot made a lease letter of intent public.",985,"\u002Fblog\u002Friot-platforms-fell-38-since-september-30-and-the-streets-mean-target-now-sits-138-above-it-heres-what-november-4-has-to-show","riot-platforms-fell-38-since-september-30-and-the-streets-mean-target-now-sits-138-above-it-heres-what-november-4-has-to-show","images\u002F3-21_146026395ad\u002F3-21_146026395ad","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793046682\u002Fimages\u002F3-21_146026395ad\u002F3-21_146026395ad.png?_i=AA",{"altText":408},{"name":278,"slug":279,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":418},[],[420],{"name":358,"slug":359,"uri":360,"description":243,"postsCount":255},[],{"id":255,"title":423,"date":424,"excerpt":425,"wordCount":426,"uri":427,"slug":428,"cloudinaryAssetId":429,"featuredImageOriginalUrl":430,"featuredImageMetadata":431,"author":432,"categories":436,"relatedPosts":441},"Up 13% In Last 12 Months, Can Arista Networks Stock Give Better Returns in 2026?","2026-10-26 12:57:00","Arista stock is up 10% in a year. See what TIKR’s Valuation Model says about ANET’s upside, with a $275 price target by December 2028.",1099,"\u002Fblog\u002Farista-networks-stock-valuation-anet-2026","arista-networks-stock-valuation-anet-2026","images\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793010558\u002Fimages\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva.png?_i=AA",{"altText":423},{"name":433,"slug":434,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":435},"Aditya Raghunath","adityatikr",[],[437],{"name":438,"slug":439,"uri":440,"description":243,"postsCount":255},"Valuation","valuation","\u002Fblog\u002Fcategory\u002Fvaluation",[],{"id":255,"title":443,"date":444,"excerpt":445,"wordCount":446,"uri":447,"slug":448,"cloudinaryAssetId":449,"featuredImageOriginalUrl":450,"featuredImageMetadata":451,"author":452,"categories":454,"relatedPosts":456},"Down 48% In Last 12 Months, Can SoFi Stock Give Better Results in 2026?","2026-10-26 12:45:00","SoFi stock is down 51% in a year. See what TIKR’s Valuation Model says about SOFI’s upside, with a $22 price target by December 2028.",1081,"\u002Fblog\u002Fsofi-stock-valuation-sofi-2026","sofi-stock-valuation-sofi-2026","images\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793015325\u002Fimages\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva.png?_i=AA",{"altText":443},{"name":433,"slug":434,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":453},[],[455],{"name":438,"slug":439,"uri":440,"description":243,"postsCount":255},[],{"id":255,"title":458,"date":444,"excerpt":459,"wordCount":460,"uri":461,"slug":462,"cloudinaryAssetId":463,"featuredImageOriginalUrl":464,"featuredImageMetadata":465,"author":466,"categories":468,"relatedPosts":470},"Up Just 9% in the Last 12 Months, Can Palantir Stock Give Better Returns in 2026?","Palantir stock is up just 4% in a year. See what TIKR’s Valuation Model says about PLTR’s upside, with a $529 target by December 2028.",1024,"\u002Fblog\u002Fpalantir-stock-valuation-pltr-2026","palantir-stock-valuation-pltr-2026","images\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793003212\u002Fimages\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c.png?_i=AA",{"altText":458},{"name":433,"slug":434,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":467},[],[469],{"name":438,"slug":439,"uri":440,"description":243,"postsCount":255},[],{"id":255,"title":472,"date":473,"excerpt":474,"wordCount":475,"uri":476,"slug":477,"cloudinaryAssetId":478,"featuredImageOriginalUrl":479,"featuredImageMetadata":480,"author":481,"categories":483,"relatedPosts":485},"Down 56% In Last 12 Months, Can AppLovin Stock Give Better Returns in 2026?","2026-10-26 12:33:00","AppLovin stock is down 60% in a year. See what TIKR’s Valuation Model says about APP’s upside, with a $366 price target by December 2028.",1139,"\u002Fblog\u002Fapplovin-stock-valuation-app-2026","applovin-stock-valuation-app-2026","images\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793013215\u002Fimages\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2.png?_i=AA",{"altText":472},{"name":433,"slug":434,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":482},[],[484],{"name":438,"slug":439,"uri":440,"description":243,"postsCount":255},[]]