Everything tagged "cloud security" across the TickerSpark archives.
CRWD's 34% FY27 midpoint outlook for net-new ARR turns a strong quarter into evidence of platform acceleration, not just endpoint resilience. The valuation is severe, but rising module adoption and AI/cloud-security demand give the bull case the stronger operating signal.
A seven-stock countdown spans identity, SASE, cloud workloads, application protection, exposure management, and security operations.
NET's 17.6% post-earnings jump is a genuine beat-and-raise signal, but reported EPS still came in at -$0.13. The bull case survives because 34% revenue growth, AI productization and stronger Q3 guidance show monetization is arriving before GAAP profitability.
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