CrowdStrike (CRWD): NVIDIA Collaboration Expands AI Agent Security
Why it is trending
CrowdStrike is expanding its NVIDIA collaboration to protect autonomous AI agents across software and computing infrastructure. Falcon Guardian, its AI Detection and Response solution, is being integrated with NVIDIA OpenShell to connect agent activity with CrowdStrike's broader security capabilities. A planned NVIDIA Sentry integration would extend monitoring and policy enforcement into hardware. The collaboration broadens CrowdStrike's enterprise AI security offering, but planned capabilities do not establish future sales.
Sector
Information Technology. CrowdStrike provides subscription-based cybersecurity for endpoints, cloud workloads, identities and data.
Company information
Metric | Company profile |
Sector | Information Technology |
Industry | Software – Infrastructure |
Market capitalization | $245.30 billion; October 21, 2026, 2:02:53 p.m. Central Time |
YTD price return | +94.02% through October 20, 2026 |
Dividend yield | 0.00%; no regular cash dividend |
Forward P/E, next fiscal year | 137.1× FY2028 adjusted consensus earnings; October 20 source snapshot |
YTD price return uses the October 20 regular-session close of $227.37 and excludes dividends. Market capitalization is separately dated intraday data. Forward P/E uses the source's market-capitalization/forecast-net-income basis and $228.69 quote snapshot, not the $227.37 closing price; FY2028 ends January 31, 2028.
Recent earnings
Metric | Q2 FY2027 results / full-year outlook |
Reported quarter | Ended July 31, 2026 |
Revenue | $1.471 billion |
Revenue YoY change | +26% |
GAAP diluted EPS | $0.01 versus a $0.07 loss; absolute YoY improvement of $0.08 |
Adjusted diluted EPS, non-GAAP | $0.31 versus $0.23 |
Annual recurring revenue | $5.84 billion, up 25% YoY |
Net new ARR | $332.8 million, up 51% YoY |
Q3 FY2027 guidance, forecast | Revenue $1.5232–$1.5292 billion; non-GAAP diluted EPS $0.31 |
FY2027 guidance, forecast | Revenue $5.9911–$6.0111 billion; non-GAAP diluted EPS $1.25–$1.26 |
Earnings trend | Mixed. Absolute GAAP diluted EPS YoY improvement: Q4 FY2026 +$0.13; Q1 FY2027 +$0.13; Q2 FY2027 +$0.08 |
Sales trend | Mixed. Issuer-rounded revenue YoY growth: Q4 FY2026 +23%; Q1 FY2027 +26%; Q2 FY2027 +26% |
EPS comparisons reflect the four-for-one stock split. Prior-year EPS was negative in all three quarters, so earnings trends use absolute changes rather than percentage growth. Historical trends are not forecasts; non-GAAP earnings exclude certain GAAP expenses.
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Wednesday October 21, 2026