[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-crowdstrike-dropped-after-its-best-quarter-ever-was-the-market-wrong-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":258,"relatedPosts":264,"suggestedPosts":338},{"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":238,"editor":244,"categories":249,"relatedPosts":255,"seo":256},110788,"CrowdStrike Dropped After Its Best Quarter Ever. Was the Market Wrong?","2026-06-12T13:50:00","2026-06-12T13:33:11","\u003Cp>CrowdStrike posted all-time records in free cash flow and operating income, a 32% jump in net new ARR, and a full-year guidance raise then the stock fell anyway. The question is not why it dropped, but whether the drop created an opportunity.\u003C\u002Fp>\n","\n\u003Ch3 class=\"wp-block-heading\" id=\"h-k-ey-stats-for-crowdstrike-stock\">K\u003Cstrong>ey Stats\u003C\u002Fstrong> for \u003Cstrong>CrowdStrike Stock\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>Current Price:\u003C\u002Fstrong> $691.53\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Street Target (Mean):\u003C\u002Fstrong> ~$712\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Target Price (Mid Case):\u003C\u002Fstrong> ~$1,222\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Potential Total Return:\u003C\u002Fstrong> ~77%\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Annualized IRR:\u003C\u002Fstrong> ~13% \u002F year\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Earnings Reaction:\u003C\u002Fstrong> -3.81% (June 3, 2026)\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Max Drawdown:\u003C\u002Fstrong> -37.18% (February 24, 2026)\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\"> >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-what-happened\">What Happened?\u003C\u002Fh2>\n\n\n\n\u003Cp>\u003Cstrong>CrowdStrike Holdings (\u003C\u002Fstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=420347413&tid=613769159&?ref=tikrblog\">\u003Cstrong>CRWD\u003C\u002Fstrong>\u003C\u002Fa>\u003Cstrong>)\u003C\u002Fstrong> just posted all-time records in\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter\"> free cash flow\u003C\u002Fa>, operating income, and net new\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-annual-recurring-revenue-arr-a-guide-for-saas-stock-investors\"> ARR\u003C\u002Fa>, then the stock fell. Revenue grew 26% to $1.39 billion. Free cash flow hit $468.5 million. Net new ARR reached $255.8 million, up 32% year over year. The company raised its full-year outlook and announced its first-ever 4-for-1 stock split. Per CrowdStrike’s investor relations materials, it was a clean sweep on every guided metric.\u003C\u002Fp>\n\n\n\n\u003Cp>The stock still closed down 3.81% on June 3, the reporting date, per TIKR data, and fell further in the days that followed, retreating from an all-time high near $785 that the stock had reached just two days before the report.\u003C\u002Fp>\n\n\n\n\u003Cp>The selloff was not about the quarter. The stock had more than doubled from its 52-week low of $342.72 before the print, compressing the margin for even a strong result to spark a rally. Softer-than-expected billing metrics gave institutional investors the trigger they needed to take profits.\u003C\u002Fp>\n\n\n\n\u003Cp>The question is whether the business underneath the noise justifies the stock at current levels and what comes next.\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">\u003Cstrong>The Analysts Did Not Agree With the Selloff\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp>Post-earnings analyst reactions were uniformly constructive. According to post-earnings analyst reports, DA Davidson raised its price target to $765, Scotiabank to $805, and Mizuho to $700. The Street mean target now sits at $712.37, per TIKR, putting the consensus just above the current price of $691.53.\u003C\u002Fp>\n\n\n\n\u003Cp>Analysts who read the same numbers the market sold chose to reprice upward not downward. That divergence is the starting point for understanding why the post-earnings drop deserves scrutiny.\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">\u003Cstrong>What the “Mythos Moment” Actually Means for CrowdStrike\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp>The most consequential part of CrowdStrike’s Q1 FY2027 call was a framing shift about where cybersecurity fits in the enterprise budget.\u003C\u002Fp>\n\n\n\n\u003Cp>In April 2026, Anthropic released a frontier AI model through its Project Glasswing initiative. What followed, which CrowdStrike calls the “Mythos moment,” was an overnight escalation in enterprise security urgency. Advanced AI models made it possible to discover and weaponize security vulnerabilities at machine speed. Every organization’s CISO suddenly faced a boardroom-level question they had not previously been asked.\u003C\u002Fp>\n\n\n\n\u003Cp>“Post-Mythos threat landscape readiness reached a fever pitch, with the primary question being: Is my organization protected?” said George Kurtz, Founder and CEO, on the earnings call.\u003C\u002Fp>\n\n\n\n\u003Cp>CrowdStrike was already positioned. The company had been selected by both Anthropic and OpenAI to secure their AI deployments from the start. It then launched Project QuiltWorks, a coalition that includes Accenture, EY, IBM, Kroll, OpenAI, Deloitte, NVIDIA, Salesforce, and major insurers, including Liberty Mutual and Marsh, to help enterprises assess and remediate AI-related exposure.\u003C\u002Fp>\n\n\n\n\u003Cp>The budget shift Kurtz described is the most important structural point. Cybersecurity used to compete within fixed IT budgets. Now, organizations are building separate AI infrastructure budgets, and they are discovering they cannot deploy AI at scale without security layered in from day one. That is incremental spend, not a reallocation of existing budgets.\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">\u003Cstrong>AIDR: A New Category Built in Under Two Quarters\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp>AIDR (AI Detection and Response) is CrowdStrike’s product for detecting and responding to threats at the AI agent layer, distinct from traditional endpoint protection.\u003C\u002Fp>\n\n\n\n\u003Cp>The adoption numbers are notable. From a standing start less than two quarters ago, AIDR’s ending ARR grew more than 250% sequentially in Q1. The Q2 pipeline already exceeds $50 million.\u003C\u002Fp>\n\n\n\n\u003Cp>“In my career, I’ve never seen adoption happen this fast,” Kurtz said.\u003C\u002Fp>\n\n\n\n\u003Cp>The structural case for why AIDR could eventually exceed the EDR (endpoint detection and response) market in scale is specific. EDR secured one attack surface. AIDR, per management, secures seven: data, models, prompts, agents, identities, infrastructure, and the interaction layer where they converge. Because AI agents run on endpoints, CrowdStrike’s existing Falcon sensor already provides the runtime visibility needed for the same structural advantage that made CrowdStrike dominant in EDR, now positioning it first in AIDR. One early example: an automotive financial services customer added AIDR to more than 30,000 hosts for shadow AI protection in a seven-figure deal a seamless upsell off the existing sensor.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"2560\" height=\"1706\" data-public-id=\"images\u002FTIKR.com_CRWD-CrowdStrike-Holdings-Inc.-Revenue-and-EPS-GAAP_110801a9f35\u002FTIKR.com_CRWD-CrowdStrike-Holdings-Inc.-Revenue-and-EPS-GAAP_110801a9f35.webp\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_2560,h_1706,c_scale\u002Ff_webp,q_auto\u002Fv1781271044\u002Fimages\u002FTIKR.com_CRWD-CrowdStrike-Holdings-Inc.-Revenue-and-EPS-GAAP_110801a9f35\u002FTIKR.com_CRWD-CrowdStrike-Holdings-Inc.-Revenue-and-EPS-GAAP_110801a9f35.webp?_i=AA\" alt=\"\" class=\"wp-post-110788 wp-image-110801\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1781271044\" data-seo=\"1\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">CrowdStrike Revenue & EPS (GAAP) \u003Cstrong>(\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fmarkets?fid=1&?ref=tikrblog\">TIKR\u003C\u002Fa>)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003C\u002Fa>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003C\u002Fa>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">See historical and forward estimates for CrowdStrike stock (It’s free!) >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-platform-momentum-across-the-board\">\u003Cstrong>\u003Cstrong>Platform Momentum Across the Board\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp>The broader platform metrics support the same thesis:\u003C\u002Fp>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>Endpoint accelerated for the third consecutive quarter. Gartner named CrowdStrike a leader in the Magic Quadrant for endpoint protection for the seventh consecutive year, scoring it highest on both axes for the fourth consecutive year.\u003C\u002Fli>\n\n\n\n\u003Cli>Next-gen SIEM (security information and event management, which ingests and analyzes security telemetry in real time) surpassed $600 million in ending ARR. Combined with cloud security and identity, those three businesses now exceed $2 billion in ending ARR.\u003C\u002Fli>\n\n\n\n\u003Cli>Falcon Flex CrowdStrike’s subscription model that lets customers commit to a spending pool and draw down across platform modules reached more than $1.9 billion in ending ARR, up 99% year over year. The re-Flex dynamic is strengthening: 480 customers have renewed and expanded beyond their original Flex commitment, averaging 26% additional spend within seven months of signing. Over 130 customers have re-Flexed multiple times, with an average cumulative ARR uplift of 51% above the original contract.\u003C\u002Fli>\n\n\n\n\u003Cli>Identity protection saw Falcon Shield ARR grow nearly 4x year over year. The recently acquired SGNL platform adds real-time authorization control over what AI agents can access in a use case that, per Kurtz, “simply didn’t exist two years ago.”\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">\u003Cstrong>How CrowdStrike Is Priced Against Its Peers\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp>CrowdStrike carries one of the highest valuation multiples in enterprise software. Per TIKR data as of June 11, 2026:\u003C\u002Fp>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>NTM\u003C\u002Fstrong>\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation\">\u003Cstrong> \u003C\u002Fstrong>\u003Cstrong>EV\u002FEBITDA\u003C\u002Fstrong>\u003C\u002Fa>\u003Cstrong>:\u003C\u002Fstrong> 91.48x versus Palo Alto Networks (PANW) at 45.61x and Zscaler (ZS) at 18.20x\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>NTM EV\u002FRevenue:\u003C\u002Fstrong> 27.58x versus PANW at 16.98x and ZS at 5.00x\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>NTM P\u002FE:\u003C\u002Fstrong> 132.34x versus the software peer median of 12.84x NTM EV\u002FEBITDA across 21 comparable companies in TIKR’s competitor set\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp>That gap reflects CrowdStrike’s platform depth, \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter\">free cash flow\u003C\u002Fa> trajectory, and first-mover positioning in AIDR. Whether the premium is justified depends on whether AIDR converts its pipeline into ARR at scale and whether the Mythos-driven demand is structural rather than episodic.\u003C\u002Fp>\n\n\n\n\u003Cp>The risk is direct: at 132x forward earnings, any deceleration in ARR growth gets punished quickly. The post-earnings drop on a record quarter is the clearest illustration of how binary the risk profile is at this valuation. On the other side, if AI-driven security spend is genuinely incremental as management argues and the Q1 data suggests the addressable market is growing faster than the multiple implies.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"2560\" height=\"1706\" data-public-id=\"images\u002FTIKR.com_CrowdStrike-Holdings-Inc.-CRWD-NTM-Total-Enterprise-Value-_-EBITDA_11080224798\u002FTIKR.com_CrowdStrike-Holdings-Inc.-CRWD-NTM-Total-Enterprise-Value-_-EBITDA_11080224798.webp\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_2560,h_1706,c_scale\u002Ff_webp,q_auto\u002Fv1781271068\u002Fimages\u002FTIKR.com_CrowdStrike-Holdings-Inc.-CRWD-NTM-Total-Enterprise-Value-_-EBITDA_11080224798\u002FTIKR.com_CrowdStrike-Holdings-Inc.-CRWD-NTM-Total-Enterprise-Value-_-EBITDA_11080224798.webp?_i=AA\" alt=\"\" class=\"wp-post-110788 wp-image-110802\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1781271068\" data-seo=\"1\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">CrowdStrike NTM EV \u002F EBITDA \u003Cstrong>(\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fmarkets?fid=1&?ref=tikrblog\">TIKR\u003C\u002Fa>)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">See how CrowdStrike performs against its peers in TIKR (It’s free!) >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">\u003Cstrong>TIKR Advanced Model Analysis\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>Current Price:\u003C\u002Fstrong> $691.53 \u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Target Price (Mid Case):\u003C\u002Fstrong> ~$1,222 \u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Potential Total Return:\u003C\u002Fstrong> ~77% \u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Annualized IRR:\u003C\u002Fstrong> ~13% \u002F year\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"2560\" height=\"2104\" data-public-id=\"images\u002FCRWD_valuation_model-1_11080321b3f\u002FCRWD_valuation_model-1_11080321b3f.webp\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_2560,h_2104,c_scale\u002Ff_webp,q_auto\u002Fv1781271083\u002Fimages\u002FCRWD_valuation_model-1_11080321b3f\u002FCRWD_valuation_model-1_11080321b3f.webp?_i=AA\" alt=\"\" class=\"wp-post-110788 wp-image-110803\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1781271083\" data-seo=\"1\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">CrowdStrike Advanced Valuation Model \u003Cstrong>(\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fmarkets?fid=1&?ref=tikrblog\">TIKR\u003C\u002Fa>)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">See analysts’ growth forecasts and price targets for CrowdStrike stock (It’s free!) >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cp>The mid-case target of ~$1,222, realized at 1\u002F31\u002F31, rests on two primary revenue drivers:\u003C\u002Fp>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>Platform consolidation:\u003C\u002Fstrong> Enterprises replacing multiple point security products with Falcon across endpoint, identity, SIEM, and cloud are already evident in the Falcon Flex re-Flex data, where customers expand spend by an average of 51% above their original commitment.\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>AI-driven greenfield expansion:\u003C\u002Fstrong> AIDR adoption as enterprises deploy agentic workloads that require dedicated security coverage, a market that did not exist two years ago.\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp>The margin driver is operating leverage. Q1 non-GAAP gross margin hit a record 79%, with subscription gross margin at 81%. The mid-case\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fprofit-margins-and-cost-structure-5-best-free-tools-to-analyze\">net income margin\u003C\u002Fa> assumption of around 24% per the TIKR model is consistent with the current trajectory, supported by a mid-case revenue \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fcompound-annual-growth-rate-cagr-formula-what-it-means\">CAGR\u003C\u002Fa> assumption of around 20%.\u003C\u002Fp>\n\n\n\n\u003Cp>The primary risk is multiple compressions. The model assumes modest P\u002FE contraction over the forecast period. If AI security spend does not sustain or a competitor captures the AIDR category, the downside scenario implies negative real returns from today’s price. At around 13% annualized, the mid-case IRR is moderate for a stock trading at 132x NTM P\u002FE. That is the honest tension: even near-perfect execution produces a measured return from current levels. AIDR is the variable that could re-rate the terminal multiple higher.\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">\u003Cstrong>Conclusion\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp>The number to watch is Q2 FY2027 net new ARR. Management guided to $284–$286 million growth of 28–29% year over year which would be a sequential acceleration from Q1’s $255.8 million. If that range is met or exceeded, it confirms the Mythos-driven demand Burt Podbere, CFO, described as a “record Q2 pipeline” is real and converting. If net new ARR falls short of $275 million, it raises the question of whether Q1 was a pull-forward rather than a new baseline.\u003C\u002Fp>\n\n\n\n\u003Cp>CrowdStrike reports Q2 FY2027 results in late August 2026. The 4-for-1 stock split takes effect July 2. The split is noise. The ARR print is the signal.\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>See what stocks billionaire investors are buying so you can follow the smart money with TIKR.\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-should-you-invest-in-crowdstrike\">Should You Invest in CrowdStrike?\u003C\u002Fh2>\n\n\n\n\u003Cp>The only way to really know is to look at the numbers yourself. TIKR gives you free access to the same institutional-quality financial data that professional analysts use to answer exactly that question.\u003C\u002Fp>\n\n\n\n\u003Cp>Pull up \u003Cstrong>CrowdStrike\u003C\u002Fstrong>, and you’ll see years of historical financials, what Wall Street analysts expect for revenue and earnings in the quarters ahead, how valuation multiples have moved over time, and whether price targets are trending up or down.\u003C\u002Fp>\n\n\n\n\u003Cp>You can build a free watchlist to track \u003Cstrong>\u003Cstrong>CrowdStrike\u003C\u002Fstrong>\u003C\u002Fstrong> alongside every other stock on your radar. No credit card required. Just the data you need to decide for yourself.\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>Analyze CrowdStrike on TIKR Free →\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-looking-for-new-opportunities\">Looking for New Opportunities?\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>See what stocks \u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">billionaire investors are buying\u003C\u002Fa> \u003C\u002Fstrong>so you can follow the smart money.\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">Analyze stocks in as little as 5 minutes\u003C\u002Fa>\u003C\u002Fstrong> with TIKR’s all-in-one, easy-to-use platform.\u003C\u002Fli>\n\n\n\n\u003Cli>The more rocks you overturn… the more opportunities you’ll uncover. \u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">Search 100K+ global stocks, global top investor holdings, and more with TIKR.\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">\u003Cstrong>Disclaimer:\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp>\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 stocks mentioned. Thank you for reading, and happy investing!\u003C\u002Fem>\u003C\u002Fp>\n",1764,"en","\u002Fblog\u002Fcrowdstrike-dropped-after-its-best-quarter-ever-was-the-market-wrong","crowdstrike-dropped-after-its-best-quarter-ever-was-the-market-wrong","images\u002F3-4_110791b6440\u002F3-4_110791b6440","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781270668\u002Fimages\u002F3-4_110791b6440\u002F3-4_110791b6440.png?_i=AA",{"altText":225,"imageCredit":237},"@BlackJack3D from Getty Images Signature via Canva",{"name":239,"slug":240,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":243},"Wiltone Asuncion","wiltonetikr","author","",[],{"name":245,"slug":246,"role":247,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":248},"David Hanson","davidtikr","editor",[],[250],{"name":251,"slug":252,"uri":253,"description":242,"postsCount":254},"General Investing","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",0,[],{"title":225,"metaDesc":257,"opengraphDescription":257,"twitterTitle":225,"twitterDescription":257},"CrowdStrike posted all-time records in free cash flow and operating income, a 32% jump in net new ARR, and a full-year guidance raise then the stock fell anyway. The question is not why it dropped, but whether the drop created an opportunity.",{"title":225,"description":257,"twitterTitle":225,"twitterDescription":257,"author":239,"articlePublisher":259,"articlePublishedTime":226,"articleModifiedTime":227,"twitterLabel1":260,"twitterData1":261,"ogTitle":225,"ogDescription":257,"ogUrl":232,"ogImage":235,"ogImageWidth":262,"ogImageHeight":263,"ogImageSecureUrl":235,"ogImageAlt":225,"twitterImage":235},"TIKR.com","Est. reading time","10 minutes",1200,630,[265,280,295,308,323],{"id":254,"title":266,"date":267,"excerpt":268,"wordCount":269,"uri":270,"slug":271,"cloudinaryAssetId":272,"featuredImageOriginalUrl":273,"featuredImageMetadata":274,"author":275,"categories":277,"relatedPosts":279},"Adobe Stock Fell 6% After a Beat-and-Raise Quarter. The Market Got It Wrong.","2026-06-12 13:40:00","Adobe delivered record Q2 revenue of $6.62 billion and raised full-year guidance then fell 6% on a CFO departure and a deliberate ARR slowdown investors may be misreading as weakness",1390,"\u002Fblog\u002Fadobe-stock-fell-6-after-a-beat-and-raise-quarter-the-market-got-it-wrong","adobe-stock-fell-6-after-a-beat-and-raise-quarter-the-market-got-it-wrong","images\u002F2-4_11079041b2e\u002F2-4_11079041b2e","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781270663\u002Fimages\u002F2-4_11079041b2e\u002F2-4_11079041b2e.png?_i=AA",{"altText":266},{"name":239,"slug":240,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":276},[],[278],{"name":251,"slug":252,"uri":253,"description":242,"postsCount":254},[],{"id":254,"title":281,"date":282,"excerpt":283,"wordCount":284,"uri":285,"slug":286,"cloudinaryAssetId":287,"featuredImageOriginalUrl":288,"featuredImageMetadata":289,"author":290,"categories":292,"relatedPosts":294},"AMD Stock Rose 130% in 2026. BofA Just Raised Its Target to $560 Here's What the CFO Said That Could Push It Even Higher","2026-06-12 12:50:00","Bank of America just raised its AMD price target to $560 and expanded its server CPU market forecast to more than $170 billion. AMD's CFO laid out the case at BofA's own conference ten days earlier.",1582,"\u002Fblog\u002Famd-stock-rose-130-in-2026-bofa-just-raised-its-target-to-560-heres-what-the-cfo-said-that-could-push-it-even-higher","amd-stock-rose-130-in-2026-bofa-just-raised-its-target-to-560-heres-what-the-cfo-said-that-could-push-it-even-higher","images\u002F7-2_11069649f24\u002F7-2_11069649f24","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781234140\u002Fimages\u002F7-2_11069649f24\u002F7-2_11069649f24.png?_i=AA",{"altText":281},{"name":239,"slug":240,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":291},[],[293],{"name":251,"slug":252,"uri":253,"description":242,"postsCount":254},[],{"id":254,"title":296,"date":297,"excerpt":298,"wordCount":299,"uri":300,"slug":301,"cloudinaryAssetId":287,"featuredImageOriginalUrl":288,"featuredImageMetadata":302,"author":303,"categories":305,"relatedPosts":307},"Marvell Technology Surged Over 90% in Two Weeks. Here's Where the Stock Could Go","2026-06-12 12:40:00","Marvell Technology nearly doubled in two weeks after record Q1 earnings, a $2 billion NVIDIA investment, and Jensen Huang calling it \"the next trillion-dollar company\" at COMPUTEX 2026. ",1498,"\u002Fblog\u002Fmarvell-technology-surged-over-90-in-two-weeks-heres-where-the-stock-could-go","marvell-technology-surged-over-90-in-two-weeks-heres-where-the-stock-could-go",{"altText":296},{"name":239,"slug":240,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":304},[],[306],{"name":251,"slug":252,"uri":253,"description":242,"postsCount":254},[],{"id":254,"title":309,"date":310,"excerpt":311,"wordCount":312,"uri":313,"slug":314,"cloudinaryAssetId":315,"featuredImageOriginalUrl":316,"featuredImageMetadata":317,"author":318,"categories":320,"relatedPosts":322},"Lam Research Has Hit All-Time Highs. Here's Why the Cycle May Just Be Getting Started","2026-06-12 12:30:00","Lam Research just broke to all-time highs on a wave of analyst upgrades and record earnings. But the most important signal came from the CFO at the Bank of America Technology Conference, where he described customer demand conversations as the most robust he has seen in his entire career.",1580,"\u002Fblog\u002Flam-research-has-hit-all-time-highs-heres-why-the-cycle-may-just-be-getting-started","lam-research-has-hit-all-time-highs-heres-why-the-cycle-may-just-be-getting-started","images\u002F6-2_1106950b453\u002F6-2_1106950b453","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781234128\u002Fimages\u002F6-2_1106950b453\u002F6-2_1106950b453.png?_i=AA",{"altText":309},{"name":239,"slug":240,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":319},[],[321],{"name":251,"slug":252,"uri":253,"description":242,"postsCount":254},[],{"id":254,"title":324,"date":325,"excerpt":326,"wordCount":327,"uri":328,"slug":329,"cloudinaryAssetId":330,"featuredImageOriginalUrl":331,"featuredImageMetadata":332,"author":333,"categories":335,"relatedPosts":337},"KLA Corporation Surged 12% Ahead of Its Stock Split. Here's What the Roadmap Means for Investors","2026-06-12 12:20:00","KLA Corporation surged 12.29% on June 11, the session before its 10-for-1 stock split took effect, pushing past its 52-week high. A wave of analyst upgrades followed the BofA Tech Conference, where CFO Bren Higgins signaled the 2026 wafer equipment market could exceed $140 billion and 2027 could be even stronger.",1419,"\u002Fblog\u002Fkla-corporation-surged-12-ahead-of-its-stock-split-heres-what-the-roadmap-means-for-investors","kla-corporation-surged-12-ahead-of-its-stock-split-heres-what-the-roadmap-means-for-investors","images\u002F5-2_110694407ac\u002F5-2_110694407ac","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781234125\u002Fimages\u002F5-2_110694407ac\u002F5-2_110694407ac.png?_i=AA",{"altText":324},{"name":239,"slug":240,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":334},[],[336],{"name":251,"slug":252,"uri":253,"description":242,"postsCount":254},[],[339,359,373,388,403,418,437,452,469,483,498,516],{"id":254,"title":340,"date":341,"excerpt":342,"wordCount":343,"uri":344,"slug":345,"cloudinaryAssetId":346,"featuredImageOriginalUrl":347,"featuredImageMetadata":348,"author":349,"categories":353,"relatedPosts":358},"Formula One Group Stock's Q1 2026 Gross Margin Surge: Is the Income Statement Signaling a $165 Recovery?","2026-06-12 13:00:00","Formula One Group stock swung from a $67 million operating loss to a $64 million gain in one year. Here's what that means for the stock.",1566,"\u002Fblog\u002Fformula-one-group-stocks-q1-2026-gross-margin-surge-is-the-income-statement-signaling-a-165-recovery","formula-one-group-stocks-q1-2026-gross-margin-surge-is-the-income-statement-signaling-a-165-recovery","images\u002FFEATURED-IMAGE-MAKER-840\u002FFEATURED-IMAGE-MAKER-840","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781244383\u002Fimages\u002FFEATURED-IMAGE-MAKER-840\u002FFEATURED-IMAGE-MAKER-840.png?_i=AA",{"altText":340},{"name":350,"slug":351,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":352},"Gian Estrada","giantikr",[],[354],{"name":355,"slug":356,"uri":357,"description":242,"postsCount":254},"Stock Reviews","reviews","\u002Fblog\u002Fcategory\u002Freviews",[],{"id":254,"title":360,"date":310,"excerpt":361,"wordCount":362,"uri":363,"slug":364,"cloudinaryAssetId":365,"featuredImageOriginalUrl":366,"featuredImageMetadata":367,"author":368,"categories":370,"relatedPosts":372},"Caris Life Sciences Stock's Gross Margin Story: From 38% to 65% in Seven Quarters and What Comes Next","Caris Life Sciences stock's gross margins expanded from 38% to 65% in seven quarters. The operating cost structure barely moved.",1450,"\u002Fblog\u002Fcaris-life-sciences-stocks-gross-margin-story-from-38-to-65-in-seven-quarters-and-what-comes-next","caris-life-sciences-stocks-gross-margin-story-from-38-to-65-in-seven-quarters-and-what-comes-next","images\u002FFEATURED-IMAGE-MAKER-839-1\u002FFEATURED-IMAGE-MAKER-839-1","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781242941\u002Fimages\u002FFEATURED-IMAGE-MAKER-839-1\u002FFEATURED-IMAGE-MAKER-839-1.png?_i=AA",{"altText":360},{"name":350,"slug":351,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":369},[],[371],{"name":355,"slug":356,"uri":357,"description":242,"postsCount":254},[],{"id":254,"title":374,"date":375,"excerpt":376,"wordCount":377,"uri":378,"slug":379,"cloudinaryAssetId":380,"featuredImageOriginalUrl":381,"featuredImageMetadata":382,"author":383,"categories":385,"relatedPosts":387},"MercadoLibre Stock Posts Fastest Revenue Growth in Four Years: Should You Buy Now?","2026-06-12 12:00:00","MercadoLibre's credit portfolio nearly doubled to $14.6 billion. The question is whether provision normalization unlocks the margin recovery the valuation needs.",1473,"\u002Fblog\u002Fmercadolibre-stock-posts-fastest-revenue-growth-in-four-years-should-you-buy-now","mercadolibre-stock-posts-fastest-revenue-growth-in-four-years-should-you-buy-now","images\u002FFEATURED-IMAGE-MAKER-837\u002FFEATURED-IMAGE-MAKER-837","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781235406\u002Fimages\u002FFEATURED-IMAGE-MAKER-837\u002FFEATURED-IMAGE-MAKER-837.png?_i=AA",{"altText":374},{"name":350,"slug":351,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":384},[],[386],{"name":355,"slug":356,"uri":357,"description":242,"postsCount":254},[],{"id":254,"title":389,"date":390,"excerpt":391,"wordCount":392,"uri":393,"slug":394,"cloudinaryAssetId":395,"featuredImageOriginalUrl":396,"featuredImageMetadata":397,"author":398,"categories":400,"relatedPosts":402},"CoStar Group Stock's Operating Leverage Is Inflecting After 60 Quarters of Revenue Growth and a $33 Price","2026-06-12 11:20:00","CoStar Group stock delivered 60 straight quarters of double-digit revenue growth. The question is whether the cost structure can hold. ",1520,"\u002Fblog\u002Fcostar-group-stocks-operating-leverage-is-inflecting-after-60-quarters-of-revenue-growth-and-a-33-price","costar-group-stocks-operating-leverage-is-inflecting-after-60-quarters-of-revenue-growth-and-a-33-price","images\u002FFEATURED-IMAGE-MAKER-836\u002FFEATURED-IMAGE-MAKER-836","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781234579\u002Fimages\u002FFEATURED-IMAGE-MAKER-836\u002FFEATURED-IMAGE-MAKER-836.png?_i=AA",{"altText":389},{"name":350,"slug":351,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":399},[],[401],{"name":355,"slug":356,"uri":357,"description":242,"postsCount":254},[],{"id":254,"title":404,"date":405,"excerpt":406,"wordCount":407,"uri":408,"slug":409,"cloudinaryAssetId":410,"featuredImageOriginalUrl":411,"featuredImageMetadata":412,"author":413,"categories":415,"relatedPosts":417},"Is Domino's Pizza Stock Undervalued in 2026? The Income Statement Suggests the Market Got It Wrong","2026-06-12 10:30:00","Domino's Pizza stock's gross margins hit 29% in Q1 2026, an eight-quarter high, while operating income grew faster than revenue.",1305,"\u002Fblog\u002Fis-dominos-pizza-stock-undervalued-in-2026-the-income-statement-suggests-the-market-got-it-wrong","is-dominos-pizza-stock-undervalued-in-2026-the-income-statement-suggests-the-market-got-it-wrong","images\u002FFEATURED-IMAGE-MAKER-835\u002FFEATURED-IMAGE-MAKER-835","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781233382\u002Fimages\u002FFEATURED-IMAGE-MAKER-835\u002FFEATURED-IMAGE-MAKER-835.png?_i=AA",{"altText":404},{"name":350,"slug":351,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":414},[],[416],{"name":355,"slug":356,"uri":357,"description":242,"postsCount":254},[],{"id":254,"title":419,"date":420,"excerpt":421,"wordCount":422,"uri":423,"slug":424,"cloudinaryAssetId":425,"featuredImageOriginalUrl":426,"featuredImageMetadata":427,"author":429,"categories":431,"relatedPosts":436},"Core & Main Stock Beats Q1 Estimates With $1.9B in Revenue as Municipal Demand Holds Firm","2026-06-11 09:15:00"," Core & Main beat Q1 estimates with $1.9B in revenue and adjusted EPS of $0.72, even as residential volumes slid.",1029,"\u002Fblog\u002Fcore-main-stock-beats-q1-estimates-with-1-9b-in-revenue-as-municipal-demand-holds-firm","core-main-stock-beats-q1-estimates-with-1-9b-in-revenue-as-municipal-demand-holds-firm","images\u002FFEATURED-IMAGE-MAKER-824\u002FFEATURED-IMAGE-MAKER-824","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781142940\u002Fimages\u002FFEATURED-IMAGE-MAKER-824\u002FFEATURED-IMAGE-MAKER-824.png?_i=AA",{"altText":428},"Core & Main Stock Beats Q1 Estimates With $1.9B in Revenue as Municipal Demand Holds Firm",{"name":350,"slug":351,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":430},[],[432],{"name":433,"slug":434,"uri":435,"description":242,"postsCount":254},"Earnings Updates","earnings-updates","\u002Fblog\u002Fcategory\u002Fearnings-updates",[],{"id":254,"title":438,"date":439,"excerpt":440,"wordCount":441,"uri":442,"slug":443,"cloudinaryAssetId":444,"featuredImageOriginalUrl":445,"featuredImageMetadata":446,"author":447,"categories":449,"relatedPosts":451},"Oracle Stock: Q4 2026 Beats Estimates as OCI Revenue Surges 93% Year-Over-Year","2026-06-11 08:59:00","Oracle posted record results on 93% cloud infrastructure growth and a $638 billion RPO, with TIKR pointing to roughly 200% upside by 2030.",1152,"\u002Fblog\u002Foracle-stock-q4-2026-beats-estimates-as-oci-revenue-surges-93-year-over-year","oracle-stock-q4-2026-beats-estimates-as-oci-revenue-surges-93-year-over-year","images\u002FFEATURED-IMAGE-MAKER-823\u002FFEATURED-IMAGE-MAKER-823","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781141728\u002Fimages\u002FFEATURED-IMAGE-MAKER-823\u002FFEATURED-IMAGE-MAKER-823.png?_i=AA",{"altText":438},{"name":350,"slug":351,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":448},[],[450],{"name":433,"slug":434,"uri":435,"description":242,"postsCount":254},[],{"id":254,"title":453,"date":454,"excerpt":455,"wordCount":456,"uri":457,"slug":458,"cloudinaryAssetId":459,"featuredImageOriginalUrl":460,"featuredImageMetadata":461,"author":462,"categories":466,"relatedPosts":468},"Netskope Stock Plunges 25% After Widening Losses and Weak Cash Flow;  Despite Strong Cloud Revenue Growth","2026-06-11 01:21:49","Netskope stock plunged 21% after earnings as widening losses and negative cash flow overshadowed 28% revenue growth. Here's what happened.",668,"\u002Fblog\u002Fnetskope-nasdaq-stock-plunges-twenty-one-percent-after-widening-losses-and-weak-cash-flow-overshadow-strong-cloud-revenue-growth","netskope-nasdaq-stock-plunges-twenty-one-percent-after-widening-losses-and-weak-cash-flow-overshadow-strong-cloud-revenue-growth","images\u002FNTSK-stock_110427cdfe9\u002FNTSK-stock_110427cdfe9","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781093966\u002Fimages\u002FNTSK-stock_110427cdfe9\u002FNTSK-stock_110427cdfe9.png?_i=AA",{"altText":453},{"name":463,"slug":464,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":465},"Aditya Raghunath","adityatikr",[],[467],{"name":433,"slug":434,"uri":435,"description":242,"postsCount":254},[],{"id":254,"title":470,"date":471,"excerpt":472,"wordCount":473,"uri":474,"slug":475,"cloudinaryAssetId":-1,"featuredImageOriginalUrl":476,"featuredImageMetadata":477,"author":478,"categories":480,"relatedPosts":482},"J.M. Smucker Stock Q4: What Drove the 10% Single-Day Surge After Earnings","2026-06-10 13:25:00","J.M. Smucker beat Q4 FY26 estimates on EPS and FCF while Uncrustables crossed $1 billion and free cash flow hit a company record.",1085,"\u002Fblog\u002Fj-m-smucker-stock-q4-what-drove-the-10-single-day-surge-after-earnings","j-m-smucker-stock-q4-what-drove-the-10-single-day-surge-after-earnings","https:\u002F\u002Ftikr1.wpengine.com\u002Fwp-content\u002Fuploads\u002F2026\u002F06\u002FFEATURED-IMAGE-MAKER-819-600x360.png",{"altText":470},{"name":350,"slug":351,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":479},[],[481],{"name":433,"slug":434,"uri":435,"description":242,"postsCount":254},[],{"id":254,"title":484,"date":485,"excerpt":486,"wordCount":487,"uri":488,"slug":489,"cloudinaryAssetId":490,"featuredImageOriginalUrl":491,"featuredImageMetadata":492,"author":493,"categories":495,"relatedPosts":497},"SailPoint Beats Q1 FY27 on Both Lines as Agentic Pipeline Doubles and ARR Tops $1.16 Billion. What's Next?","2026-06-10 13:05:00","SailPoint beat Q1 FY27 estimates on revenue and EPS as SaaS ARR grew 36% and the Agentic pipeline doubled quarter over quarter.",1041,"\u002Fblog\u002Fsailpoint-beats-q1-fy27-on-both-lines-as-agentic-pipeline-doubles-and-arr-tops-1-16-billion-whats-next","sailpoint-beats-q1-fy27-on-both-lines-as-agentic-pipeline-doubles-and-arr-tops-1-16-billion-whats-next","images\u002FFEATURED-IMAGE-MAKER-818\u002FFEATURED-IMAGE-MAKER-818","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781095682\u002Fimages\u002FFEATURED-IMAGE-MAKER-818\u002FFEATURED-IMAGE-MAKER-818.png?_i=AA",{"altText":484},{"name":350,"slug":351,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":494},[],[496],{"name":433,"slug":434,"uri":435,"description":242,"postsCount":254},[],{"id":254,"title":499,"date":500,"excerpt":501,"wordCount":502,"uri":503,"slug":504,"cloudinaryAssetId":505,"featuredImageOriginalUrl":506,"featuredImageMetadata":507,"author":508,"categories":510,"relatedPosts":515},"Up 500% in the Past Year, Can Ciena Stock Keep Climbing in 2026?","2026-06-10 12:54:00","Ciena stock is up 508% in a year. With AI driving network demand and a $7.7B backlog, can CIEN hit $745 by 2028? See our valuation model.",1018,"\u002Fblog\u002Fdoubled-in-last-6-months-can-ciena-nyse-stock-keep-climbing-in-2026","doubled-in-last-6-months-can-ciena-nyse-stock-keep-climbing-in-2026","images\u002FCIEN-stock_110404d1d30\u002FCIEN-stock_110404d1d30","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781083130\u002Fimages\u002FCIEN-stock_110404d1d30\u002FCIEN-stock_110404d1d30.png?_i=AA",{"altText":499},{"name":463,"slug":464,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":509},[],[511],{"name":512,"slug":513,"uri":514,"description":242,"postsCount":254},"Valuation","valuation","\u002Fblog\u002Fcategory\u002Fvaluation",[],{"id":254,"title":517,"date":518,"excerpt":519,"wordCount":520,"uri":521,"slug":522,"cloudinaryAssetId":523,"featuredImageOriginalUrl":524,"featuredImageMetadata":525,"author":526,"categories":528,"relatedPosts":530},"Up 25% in the Last 12 Months, Can Ambarella Stock Keep Climbing in 2026?","2026-06-09 12:37:00","Ambarella stock is up 25% in a year. With Edge AI ramping and an $800M Hanwha deal, can AMBA hit $99 by 2029? See our valuation model.",1007,"\u002Fblog\u002Fup-25-in-the-last-12-months-can-ambarella-nasdaq-amba-stock-keep-climbing-in-2026","up-25-in-the-last-12-months-can-ambarella-nasdaq-amba-stock-keep-climbing-in-2026","images\u002FAMBA-stock\u002FAMBA-stock","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781003990\u002Fimages\u002FAMBA-stock\u002FAMBA-stock.png?_i=AA",{"altText":517},{"name":463,"slug":464,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":527},[],[529],{"name":512,"slug":513,"uri":514,"description":242,"postsCount":254},[]]