CrowdStrike Talked a Big Game at Its Investor Day, and Investors Love It

CrowdStrike (NASDAQ: CRWD) surged on Thursday after using its investor day alongside the Fal.Con conference to lay out more ambitious targets and a heavier artificial intelligence (AI) push. Shares rose 13% as management pointed to stronger net-new annual recurring revenue (ARR) growth in fiscal 2027 and reiterated a long-term ARR goal that underscores confidence in the platform's resilience. The cybersecurity specialist sells a cloud-native suite that protects endpoints, identities, cloud workloads, and data, and it's increasingly weaving agentic AI into everything it does. The near-term read-through is straightforward: If growth reaccelerates as promised, investors may be getting what they've been waiting for since last year's disruption.That disruption -- and the financial aftermath -- still hangs over the story, which is why fresh details on growth and cash flow matter. The company's latest quarter already hinted at improvement, and Thursday's guidance connected the dots on what could come next.Image source: Getty Images.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool