Group 1: Palantir Technologies - Palantir Technologies has seen a year-to-date stock increase of approximately 23%, making it one of the top performers in the S&P 500 [2] - The company is positioned well in the growing artificial intelligence (AI) sector, providing AI-powered platforms to a diverse range of clients, including defense organizations and fast-food chains [5][6] - Palantir's software is becoming essential for organizations, similar to the role of personal computers in business, which supports its strong stock performance [7] Group 2: T-Mobile US - T-Mobile holds a competitive advantage as it is the only major U.S. telecom company that started as a wireless business, avoiding legacy costs associated with landline services [8] - The company reported 6.1 million postpaid net customer additions in 2024, the best in the industry, and has achieved total returns of nearly 195% over the last five years [10][11] - T-Mobile's market position and focus on lower-cost services have allowed it to gain market share from competitors like Verizon and AT&T [9][14] Group 3: CrowdStrike Holdings - CrowdStrike has gained over 10% in stock value since January, attributed to its strong position in the cybersecurity market with its Falcon platform [15][17] - The company generated approximately $4 billion in profitable annual revenue, with 70% of sales coming from the U.S., insulating it from potential tariff impacts [18] - Despite a high valuation with a P/E ratio over 100, CrowdStrike's sales grew by 25% year over year, and analysts project earnings growth of over 21% annually in the next three to five years [19][20]

CrowdStrike (CRWD -1.22%) is still feeling the consequences of the outages it was responsible for in 2024.*Stock prices used were the afternoon prices of April 13, 2025. The video was published on April 15, 2025. ...

Market Overview - The U.S. stock market has had a challenging start to 2025, with the S&P 500 narrowly avoiding a correction, the Dow Jones declining, and the Nasdaq Composite officially in a correction after a brief bear market [1] - Contributing factors include President Donald Trump's new tariff plan and the expected pushback from investors [1] Company Analysis: Alphabet - Alphabet, which owns Google, YouTube, Waymo, and DeepMind, has seen a significant decline since its all-time high on February 4, making it a more attractive investment at current prices [3] - Google Search remains the primary revenue driver, generating $54 billion in Q4, a 12% year-over-year increase, accounting for 56% of total revenue [4] - Alphabet's total revenue, including YouTube ads and Google Network, constitutes 75% of its overall revenue [4] - AI advancements have created growth opportunities in Google Cloud and office software, with Google Cloud's market share increasing from 4% to 12% over the past six years [5] - Alphabet's vertical approach to AI allows for faster innovation and implementation compared to competitors reliant on third-party solutions [6] - A new contract with the U.S. government offers office software at a 71% discount to Microsoft Office, potentially leading to longer-term contracts if performance is proven [8] - With a price-to-earnings (P/E) ratio under 20, Alphabet's stock is considered a bargain for long-term investors [9] Company Analysis: CrowdStrike - CrowdStrike has pioneered a cloud-native, AI-first approach to cybersecurity since 2011, providing it with a significant data advantage over newer competitors [10] - The company has established a strong customer base, with 62 of the Fortune 100 using its services and over 20 deals of at least $10 million secured in Q4 [11] - CrowdStrike's platform has shown effectiveness, achieving over $1 billion in subscription revenue for the first time in Q4, with 80% gross margins [12] - The total addressable market (TAM) for AI-native security is estimated at $116 billion in 2023, projected to grow to $250 billion by 2029, reflecting a compound annual growth rate of 16.5% [13] - CrowdStrike's growth trajectory is expected to continue, with consistent investments likely yielding good long-term returns despite potential near-term volatility [14]

These fast-growing tech companies are executing well, yet an investment in their shares may not make sense.Despite the market tumbling lower so far in 2025, many growth stocks still seem to have stretched valuations. Two that I wouldn't touch with a 10-foot pool at their current prices are cybersecurity specialist CrowdStrike (CRWD -3.25%) and data analytics software company Palantir Technologies (PLTR -5.61%).These are two great, well-managed companies. But, in my view, their stock prices simply bake in to ...

Hi, I'm Yiannis Zourmpanos—spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K. business schools. Investment Style: Spotting high-potential winners before they break out, focusing on asymmetric opportunities (with at least upside potential of 2-3X outweighing the downside risk). By leveraging market in ...

CrowdStrike TodayCRWDCrowdStrike$398.77 +20.11 (+5.31%) 52-Week Range$200.81▼$455.59P/E Ratio781.92Price Target$400.88Add to WatchlistAt a time when investors are looking for growth wherever they can get it, CrowdStrike Holdings Inc. NASDAQ: CRWD stock is up 7% in the last month and over 10% in 2025. And if analysts are correct, CrowdStrike still has plenty of room to run. That’s because cybersecurity remains a must-have, not a nice-to-have for its customers in 2025. In January 2025, the World Economic For ...

Company Overview - CrowdStrike Holdings (CRWD) stock closed at $378.66, with a slight increase of +0.2% compared to the previous day, underperforming the S&P 500's daily gain of 0.79% [1] - The stock has increased by 6.83% over the past month, contrasting with a 4.81% loss in the Computer and Technology sector and a 3.56% loss in the S&P 500 [1] Earnings Projections - CrowdStrike is expected to report earnings of $0.65 per share, reflecting a year-over-year decline of 30.11%, while revenue is projected to be $1.1 billion, indicating a 19.93% increase compared to the same quarter last year [2] - For the annual period, earnings are anticipated to be $3.40 per share, with revenue expected to reach $4.78 billion, representing changes of -13.49% and +20.86% respectively from the previous year [3] Analyst Forecasts - Recent revisions to analyst forecasts for CrowdStrike are crucial as they indicate shifts in near-term business trends, with positive changes suggesting analyst optimism regarding the company's performance [4] - The Zacks Consensus EPS estimate has decreased by 37.65% in the past month, and CrowdStrike currently holds a Zacks Rank of 4 (Sell) [6] Valuation Metrics - CrowdStrike is trading at a Forward P/E ratio of 111.02, which is significantly higher than its industry's Forward P/E of 58.38 [7] - The company has a PEG ratio of 5.17, compared to the Security industry's average PEG ratio of 3.06, indicating a premium valuation relative to growth expectations [7] Industry Context - The Security industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 72, placing it in the top 30% of over 250 industries [8] - Research indicates that industries in the top 50% of the Zacks Rank tend to outperform those in the bottom half by a factor of 2 to 1 [8]

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Core Viewpoint - The recent rally in shares of cybersecurity companies CrowdStrike, Palo Alto Networks, and Fortinet is attributed to a 90-day pause on proposed tariffs and positive company-specific news, with respective stock increases of 13%, 6%, and 13% [1] Group 1: Company Performance - CrowdStrike, Palo Alto Networks, and Fortinet reported sales growth between 14% and 25% in their latest quarters, showcasing their status as both growth and defensive stocks [3] - CrowdStrike's newer products for identity protection, cloud security, and security information management saw growth rates between 70% and 140% year-over-year [7] - Palo Alto Networks achieved sales growth of 14%, remaining performance obligations (RPO) growth of 21%, and next-generation annual recurring revenue (ARR) growth of 37% in its latest quarter [9] - Fortinet has delivered 30% annualized returns since its IPO in 2009, maintaining a strong position in the firewall niche alongside Palo Alto [11] Group 2: Market Trends - A survey by Red Canary indicated that 63% of companies increased their cybersecurity spending, yet only 37% felt it was sufficient for complete security [4] - The need for cybersecurity solutions is expected to grow, particularly with the rise of AI threats, as 62% of security leaders reported that AI makes it harder to ensure business safety [5] Group 3: Investment Considerations - CrowdStrike is projected to reach $10 billion in annual recurring revenue by 2031, up from $3.9 billion today, despite its current high valuation of 84 times free cash flow [7] - Palo Alto Networks' shift to a platform model has shown early success, and if sales and free cash flow growth align with its 21% growth in RPOs, it could be a strong investment at 40 times free cash flow [10] - Fortinet is noted for better shareholder value protection, having reduced its share count by 5% over the last five years, compared to increases in share counts for CrowdStrike and Palo Alto [12][13]

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