CrowdStrike just presented an eye-popping long-term forecast for its booming AI-powered cybersecurity business.In the past, the cybersecurity industry was so fragmented that customers would have to buy products from multiple providers to gain adequate protection. But CrowdStrike (CRWD -1.88%) now offers a leading all-in-one platform, called Falcon, which includes 30 different modules covering cloud security, identity management, endpoint protection, and more. Falcon uses artificial intelligence (AI) to auto ...

集体诉讼案件 - 针对Fortinet公司的集体诉讼由Robbins Geller Rudman & Dowd LLP律师事务所代表在2024年11月8日至2025年8月6日期间购买或收购公司普通股的投资者提起 [1] - 诉讼指控公司及部分现任和前任高管违反1934年证券交易法 [1] - 投资者申请担任首席原告的截止日期为2025年11月21日 [1] 指控内容 - 公司明知产品更新周期不会像其宣称的那样有利可图 因为这些旧产品仅占业务的"小部分" [3] - 公司对可升级的FortiGate防火墙真实数量没有清晰认识 且对此进行了虚假陈述和隐瞒 [3] - 公司向投资者表示更新将在两年内获得动力 但实际上在2025年第二季度末的几个月内就激进地完成了约一半的更新 [3] 财务影响 - 公司在2025年8月6日的财报电话会议中透露 到2025年第二季度末已完成"约40%至50%"的2026升级周期 [4] - 公司承认难以预测需要升级的FortiGate总数 [4] - 由于产品已有"12至15年"历史 且当时公司业务规模比现在小5-10倍 导致符合升级条件的设备总数 inherently limited [4] - 此消息导致公司普通股价格下跌超过22% [4] 公司业务 - Fortinet提供网络安全以及网络与安全融合解决方案 [2]

SAN DIEGO , Sept. 22, 2025 /PRNewswire/ -- Robbins LLPÂ informs stockholders that a class action was filed on behalf of persons and entities that purchased or otherwise acquired Fortinet, Inc. (NASDAQ: FTNT) common stock between November 8, 2024 and August 6, 2025. ...

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the AI Stocks Making Big Moves on Wall Street. On September 18, Jefferies analyst Joseph Gallo raised the price target on the stock to $515.00 (from $500.00) while maintaining a Buy rating. The rating affirmation follows Jefferies attendance at CrowdStrike’s Fal.Con conference and investor briefing where the firm recapped how Crowdstrike focused on its expanding product portfolio in artificial intelligence and identity security. Jefferies believes the st ...

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the Must-Watch AI Stocks on Wall Street. On September 18, Mizuho analyst Gregg Moskowitz raised the price target on the stock to $475.00 (from $450.00) while maintaining a Neutral rating. The price target raise follows Day 2 of CrowdStrike’s annual user conference, Fal.Con 2025, and its investor meeting in Las Vegas. Firm analysts noted how the conference proved to be “relatively uneventful,” but the investor meeting brought in significant news regarding ...

市场表现与预期 - 美国主要股指在特朗普政府关税政策后进入熊市 科技股领跌[1] - 华尔街部分专家曾预测市场将出现类似1987年单日下跌20%的崩盘[1] - 纳斯达克100指数从低点强劲反弹29% 创下历史最强劲的年内逆转之一[1] 英伟达重大投资 - 英伟达向OpenAI投资1000亿美元 提供10GW计算能力[2] - 首席执行官黄仁勋称这是史上最大的基础设施项目[2] - 数据中心基础设施公司CoreWeave和Nebius股价因此大幅上涨[2] - 英伟达同时向英特尔投资50亿美元 双方将在AI和数据中心领域合作[4] - 英特尔股价因此上涨超过20% 达到2024年中以来最高水平[4] 苹果公司业务进展 - 苹果获得关税豁免 并与OpenAI建立关键合作伙伴关系[3] - 公司将ChatGPT大型语言模型集成到操作系统[3] - T-Mobile美国宣布创纪录的iPhone销售周末 75%销售来自高端的Pro和Pro Max机型[3] 网络安全公司表现 - CrowdStrike利用最新人工智能和机器学习技术提供安全解决方案[5] - 公司AI系统能检测和预防恶意软件和勒索软件[5] - 生成式AI平台"Charlotte AI"自动化安全运营并改善响应时间[5] - 公司公布创纪录的第二季度业绩 收入和年度经常性收入(ARR)显著增长[6] - 预计到2030年底ARR将达到200亿美元 远超此前100亿美元目标[6] 行业整体趋势 - 科技股不仅未崩盘 反而引领市场上扬 符合强劲牛市历史模式[1] - 市场快速复苏由人工智能领域突破性发展推动[7] - 突显美国经济的韧性和适应能力[7]

SentinelOne, Inc. (NYSE: S ) and CrowdStrike Holdings Inc. (NASDAQ: CRWD ) are two popular investments in the cybersecurity industry that, in my opinion, have the potential to outperform the S&P 500 (My primary area of concentration will be on identifying companies of exceptional caliber, with a proven ability to reinvest capital for impressive returns. Targeting those with a market capitalization of less than $10 billion, affords ample opportunities for growth. The ideal scenario is for these companies to ...

Federal agency selects Telos’ Xacta to streamline and automate cyber complianceASHBURN, Va., Sept. 22, 2025 (GLOBE NEWSWIRE) -- Telos Corporation (NASDAQ: TLS), a leading provider of cyber, cloud and enterprise security solutions for the world’s most security-conscious organizations, today announced a new $2.2 million contract with a U.S. federal agency, which will deploy Telos’ flagship cyber governance, risk and compliance (GRC) platform, Xacta®. The customer will leverage Xacta’s capabilities to manage c ...

Joining me now for a look across the cyber security space and beyond is Steve Kanig, US head of technology research, McQuary US Equity Research. Steve, thank you so much for joining us here at the big board. Good morning, Diane.Thanks for having us. It's good to see you. All right.Um, it feels like we are in such a different place than we were a little more than a year ago with a crowd strike. So, how would you describe just where things stand now and kind of this current state of affairs. Well, we certain ...

网络安全行业趋势 - 网络安全持续获得媒体高度关注 黑客行为变得更加大胆[1] - 黑客攻击目标更具野心 许多目标为生产日常商品的知名公司[1]