We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
Can Strategic AI Partnerships Drive CrowdStrike's Long-Term Growth?
Read MoreHide Full Article
Key Takeaways
CRWD partnered with NVIDIA to enhance Falcon, boosting investigation speed and accuracy.
CrowdStrike teamed up with EY and Nebius to expand AI security and cloud workload protection.
CRWD is working with WWT to launch AI labs, supporting enterprise adoption and testing.
CrowdStrike (CRWD - Free Report) is using partnerships to support growth and expand the reach of its Falcon platform. The company's recent partnerships with NVIDIA, EY, Nebius and World Wide Technology (“WWT”) aims to improve security across AI systems, cloud infrastructure and security operations.
The collaboration with NVIDIA is aimed at improving managed detection and response. CrowdStrike is integrating NVIDIA’s Agent Toolkit, Nemotron models and NeMo Data Designer into its Falcon platform. In internal testing, this resulted in up to five times faster investigations and more than three times higher triage accuracy. The company also reported 96% accuracy in generating investigation queries. These improvements reduce investigation time and improve alert classification.
CrowdStrike's Falcon platform has been selected by EY to power EY's agentic security operations center services. EY will use the Falcon platform to allow enterprises to use AI agents to handle tasks such as alert triage and investigation. This is important as attack breakout times are getting shorter, increasing the need for faster response.
In addition, CrowdStrike is extending its platform to AI cloud infrastructure through its partnership with Nebius. This partnership integrates the Falcon platform into Nebius AI cloud and allows the customers to secure AI workloads without changing their existing security setup. In addition, CrowdStrike is also working with WWT to launch an AI lab through which enterprises can test and validate AI systems before deploying them in production.
Nowadays, AI is increasing the speed and complexity of cyberattacks, which is driving the demand for the Falcon platform. The above-mentioned partnerships should help CrowdStrike improve the performance of its Falcon platform, expand into AI security and support the company's future growth. The Zacks Consensus Estimate for fiscal 2027 and 2028 revenues indicates a year-over-year increase of around 22.8% and 21.2%, respectively.
How Competitors Fare Against CRWD
Palo Alto Networks (PANW - Free Report) and Zscaler (ZS - Free Report) are key players competing with CrowdStrike, which are focusing on partnerships and acquisitions for platform expansion and AI innovation.
In early March, Palo Alto Networks announced new partnerships with Nokia, U Mobile, Aeris and Celerway to help secure AI data centers, called “AI factories,” as companies build systems to run large AI workloads. The goal is to help companies run AI systems securely, especially as data and computing move across cloud, 5G and IoT networks.
In February 2026, Zscaler completed its acquisition of SqareX. Through this acquisition, Zscaler aims to improve browser-based security as companies deal with more AI-driven risks. The goal is to secure users working on any browser and any device without needing special enterprise browsers.
CRWD’s Price Performance, Valuation and Estimates
Shares of CrowdStrike have lost 11.8% in the past six months compared with the Zacks Security industry’s decline of 17.1%.
CRWD 6-Month Price Return Performance
Image Source: Zacks Investment Research
From a valuation standpoint, CrowdStrike trades at a forward price-to-sales ratio of 18.13, way higher than the industry’s average of 10.77. The Zacks Value Score of F also suggests that CRWD stock is overvalued.
CRWD Forward 12-Month P/S Ratio
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for CrowdStrike’s fiscal 2027 and 2028 earnings indicates year-over-year growth of 30% and 26.9%, respectively. The estimates for fiscal 2027 and 2028 have both been revised upward by a penny over the past 30 days.
View the Zacks #1 Rank List
Image: Shutterstock
Can Strategic AI Partnerships Drive CrowdStrike's Long-Term Growth?
Key Takeaways
CrowdStrike (CRWD - Free Report) is using partnerships to support growth and expand the reach of its Falcon platform. The company's recent partnerships with NVIDIA, EY, Nebius and World Wide Technology (“WWT”) aims to improve security across AI systems, cloud infrastructure and security operations.
The collaboration with NVIDIA is aimed at improving managed detection and response. CrowdStrike is integrating NVIDIA’s Agent Toolkit, Nemotron models and NeMo Data Designer into its Falcon platform. In internal testing, this resulted in up to five times faster investigations and more than three times higher triage accuracy. The company also reported 96% accuracy in generating investigation queries. These improvements reduce investigation time and improve alert classification.
CrowdStrike's Falcon platform has been selected by EY to power EY's agentic security operations center services. EY will use the Falcon platform to allow enterprises to use AI agents to handle tasks such as alert triage and investigation. This is important as attack breakout times are getting shorter, increasing the need for faster response.
In addition, CrowdStrike is extending its platform to AI cloud infrastructure through its partnership with Nebius. This partnership integrates the Falcon platform into Nebius AI cloud and allows the customers to secure AI workloads without changing their existing security setup. In addition, CrowdStrike is also working with WWT to launch an AI lab through which enterprises can test and validate AI systems before deploying them in production.
Nowadays, AI is increasing the speed and complexity of cyberattacks, which is driving the demand for the Falcon platform. The above-mentioned partnerships should help CrowdStrike improve the performance of its Falcon platform, expand into AI security and support the company's future growth. The Zacks Consensus Estimate for fiscal 2027 and 2028 revenues indicates a year-over-year increase of around 22.8% and 21.2%, respectively.
How Competitors Fare Against CRWD
Palo Alto Networks (PANW - Free Report) and Zscaler (ZS - Free Report) are key players competing with CrowdStrike, which are focusing on partnerships and acquisitions for platform expansion and AI innovation.
In early March, Palo Alto Networks announced new partnerships with Nokia, U Mobile, Aeris and Celerway to help secure AI data centers, called “AI factories,” as companies build systems to run large AI workloads. The goal is to help companies run AI systems securely, especially as data and computing move across cloud, 5G and IoT networks.
In February 2026, Zscaler completed its acquisition of SqareX. Through this acquisition, Zscaler aims to improve browser-based security as companies deal with more AI-driven risks. The goal is to secure users working on any browser and any device without needing special enterprise browsers.
CRWD’s Price Performance, Valuation and Estimates
Shares of CrowdStrike have lost 11.8% in the past six months compared with the Zacks Security industry’s decline of 17.1%.
CRWD 6-Month Price Return Performance
Image Source: Zacks Investment Research
From a valuation standpoint, CrowdStrike trades at a forward price-to-sales ratio of 18.13, way higher than the industry’s average of 10.77. The Zacks Value Score of F also suggests that CRWD stock is overvalued.
CRWD Forward 12-Month P/S Ratio
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for CrowdStrike’s fiscal 2027 and 2028 earnings indicates year-over-year growth of 30% and 26.9%, respectively. The estimates for fiscal 2027 and 2028 have both been revised upward by a penny over the past 30 days.
Image Source: Zacks Investment Research
CrowdStrike currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.