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Snap, Inc. operates as a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snap's stock is surging as investors react to a Q3 earnings beat, a $500 million stock buyback, and a new $400 million AI partnership with Perplexity. The community is buzzing about the potential for a short squeeze and upgraded price targets, while also weighing concerns about profitability and the long-term sustainability of the rally.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

CELH is trending as investors anticipate upcoming earnings results, with many in the community expecting strong numbers driven by growth and the Alani Nu acquisition. Despite overall market uncertainty, the community expresses long-term confidence in CELH's execution and potential, while also closely monitoring potential short-term volatility and market manipulation.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricor Therapeutics is trending as investors anticipate Phase 3 data for their DMD treatment, deramiocel, expected mid-Q4, with the community actively discussing potential FDA approval pathways. Discussions also involve the StealthX exosome platform and recent job postings at Capricor and NS Pharma, hinting at possible positive outcomes. Community members are closely monitoring short interest and options activity, speculating on potential market reactions following the data release.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X Shares

Direxion Daily Semiconductor Bull 3X Shares

SOXL is trending as traders assess the semiconductor sector's near-term trajectory amidst AI optimism and US-China trade concerns. Community discussions include reactions to earnings reports from key semiconductor companies and speculation about upcoming economic data releases and Federal Reserve actions. Bullish sentiment persists, while some are wary of overvaluation and the potential for a pullback.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Novavax is trending amid speculation about potential partnerships or a buyout, with an earlier earnings call fueling anticipation. Community members are debating the likelihood of a deal, with some eyeing AstraZeneca as a possible partner, while others express skepticism and frustration with management. Bullish sentiment is building as some traders position for a potential breakout and short squeeze ahead of earnings.

Warner Bros. Discovery, Inc. is a premier global media and entertainment company, which engages in the provision of a differentiated portfolio of content, brands, and franchises across television, film, streaming, and gaming. It operates through the following segments: Studios, Networks, Direct-to-Consumer (DTC), and Corporate. The Studios segment includes producing and releasing feature films for initial exhibition in theaters, producing and initial licensing television programs to networks services as well as third parties, distributing films and television programs to various third party, internal television, and streaming services, distribution through the home entertainment market related consumer products, and themed experience licensing and interactive gaming. The Networks segment focuses on domestic and international television networks. The DTC segment is involved in premium pay-television and streaming services. The company was founded on June 17, 1985 and is headquartered in New York, NY.

Warner Bros. Discovery Inc - Ordinary Shares - Class A

Warner Bros Discovery Inc

Warner Bros. Discovery is trending amid speculation about a potential acquisition, with the community closely watching for a deal announcement, especially with earnings on the horizon.  Executive share selling and potential offers are hot topics.  The stock's valuation and possible bidding war dynamics are also being heavily debated by investors.

Caledonia Mining Corp. Plc engages in the exploration, development, and production of gold and other precious metals from its mineral properties. Its projects include Blanket Gold Mine and Maligreen. The company was founded on February 5, 1992 and is headquartered in St. Helier, the United Kingdom.

Caledonia Mining Corporation Plc

Caledonia Mining Corporation ($CMCL) is trending due to upcoming earnings and discussions around its potential growth, particularly the Bilboes project which could significantly increase production; the earnings are scheduled to be released Monday before the market opens. Community members are weighing the company's profitability against the political risks of operating in Zimbabwe, with some anticipating a positive impact from rising gold prices and others concerned about potential dilution from financing activities. Recent discussions also touch on the stock's valuation relative to its growth potential and comparison to other gold miners.

Avantis is the largest RWA perps DEX in DeFi, built on and backed by Base. Avantis allows users to trade crypto and real-world assets (RWAs), including FX, commodities, indices, and equities. Backed by Pantera and Coinbase, Avantis is the largest DEX on Base by volumes, and brings institutional-grade products to DeFi, letting users trade with up to 500x leverage in a transparent, permissionless environment.  Avantis is best known for launching zero-fee perpetuals (ZFP) — a first-of-its-kind primitive where traders only pay fees if they profit. They've also brought leveraged RWAs onchain. This has driven explosive growth: over $20B+ in cumulative volume and 15M+ run-rate revenues since Febrruary 2024.

Avantis

Avantis ($AVNT) is trending as community members discuss its tokenomics, specifically the locked dev tokens until February and scheduled buybacks, which some believe will naturally increase the coin price.  Concerns about competitors potentially suppressing the token's price and calls for fair play are also circulating.  Traders are actively watching key price levels and anticipating potential volatility, with some suggesting it's time for a rebound.

Dynavax Technologies Corp. is a biopharmaceutical company, which engages in the provision of discovery, development, and commercialization of novel vaccines and immuno-oncology therapeutics. Its product includes HEPLISAV-B, which prevents infection caused by all known subtypes of hepatitis B virus in adults 18 years of age and older. The company was founded by Lawrence M. Lichtenstein, Dennis A. Carson, and Eyal Raz on August 29, 1996 and is headquartered in Emeryville, CA.

Dynavax Technologies Corp.

DVAX is trending due to a new $100 million share buyback program and updates regarding a partnership with VXRT for a novel oral COVID-19 vaccine. The community is discussing the potential financial benefits and strategic implications of this agreement, as well as concerns about delays in the FDA study protocol for HLAD in adults on hemodialysis. Investors are also weighing in on the impact of Deep Track's involvement and management's capital allocation decisions.

$SWEAT is the beating heart of the Movement Economy—a groundbreaking token that transforms physical activity into real-world value. Minted through movement, $SWEAT rewards your steps with a crypto asset that you can earn, trade, or grow. The team states that their app has increased their users’ physical activity by an average of 20%, creating a healthier society and reducing burdens on global healthcare systems. With over 20 million holders, SWEAT is eliminating barriers and making Web3 accessible to everyone, one step at a time.

Sweat Economy

Sweat Economy is trending as the community discusses its potential for future growth and staking opportunities. Many users are accumulating and staking $SWEAT, motivated by the project's concept of earning crypto through walking and its potential for long-term gains. The conversation also highlights anticipation for increased utility and adoption of the Sweat Wallet in the US.

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<ul class="summary-bullets"><li>Citing channel checks, Wedbush analyst Daniel Ives stated that the company experienced increased momentum in the field due to its cyber platform approach.&nbsp;</li><li>According to the analyst, the Street is underestimating the growth potential for CrowdStrike.&nbsp;</li><li>The stock has increased by about 59% this year.</li></ul>CrowdStrike Holdings, Inc. (CRWD) stock showed a muted reaction to a positive analyst action in Monday’s early premarket session. The cybersecurity company’s stock has gained about 59% this year.On Stocktwits, retail sentiment toward&nbsp;<a href="https://stocktwits.com/symbol/CRWD">CrowdStrike stock</a> remained ‘bullish’ as of early Monday, while the message volume remained ‘high.’<h2 class="st-heading-2">Why CrowdStrike Analyst Is Upbeat</h2>In a note released late Sunday, Wedbush analyst Daniel Ives maintained an ‘Outperform’ rating and upped the price target for the stock to $600 from $525. Citing channel checks, the analysts stated that the company experienced increased momentum in the field due to its cyber platform approach.&nbsp;“CrowdStrike remains one of our favorite tech names, and we are seeing deal momentum spread, with AI [artificial intelligence] also a clear tailwind for this well-positioned tech leader,” Ives said.&nbsp; “We believe increased market and mind share is happening for CrowdStrike among new and existing customers.”The analyst noted that since the start of the calendar year 2025, revenue tied to cyber-AI products has been significantly higher than the year-ago period. He also added that the company is well-positioned to continue capitalizing on the AI cybersecurity trend due to the strength and stickiness of the Falcon platform.&nbsp;“We believe the Street is underestimating the growth potential for CrowdStrike as a second/third derivative beneficiary of the AI Revolution,” Ives said. According to the analyst, in a bull-case scenario, the stock could hit $700 over the next year.<h2 class="st-heading-2">What Retail Says About CrowdStrike</h2>A bullish analyst noted that the leading cybersecurity companies are all breaking out of a massive base, adding that the industry will likely lead the market next.<stembedurl>https://stocktwits.com/Albino_Trader123/message/634646348</stembedurl>Another user suggested that the stock could easily reach $800 as long as the market participates.<stembedurl>https://stocktwits.com/holdingbags/message/634593049</stembedurl>CrowdStrike ended Friday’s session up 0.80% at $543.01.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/palantir-rises-premarket-ahead-of-q3-analyst-sees-trillion-dollar-potential/cL2Z6HAR3zb">Palantir Rises Premarket Ahead of Q3: Analyst Sees Trillion-Dollar Potential, Hikes Target</a>

In this photo illustration, the CrowdStrike Holdings logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

CrowdStrike Stock Rises Premarket: Analyst Bumps Up Price Target By 14% On Optimism Over Cyber Platform Approach

Wedbush’s Daniel Ives said CrowdStrike remains one of his favorite tech names, with rising deal momentum and AI serving as a clear tailwind.

Equity

Wedbush’s Daniel Ives said CrowdStrike remains one of his favorite tech names, with rising deal momentum and AI serving as a clear tailwind.



CrowdStrike Holdings Inc. (CRWD) has garnered a cautious outlook from Wall Street analysts, despite stronger-than-expected second-quarter (Q2) earnings, due to tempered expectations for the back half of the year.The cybersecurity provider reported Q2 revenue of $1.17 billion and an adjusted earnings per share (EPS) of $0.93, both of which exceeded the analysts' consensus estimates of $1.15 billion and $0.83, respectively, according to Fiscal AI data. For FY2026, the company expects revenue to be between $4.749 billion and $4.805 billion, compared to an estimated $4.77 billion.<a href="https://stocktwits.com/symbol/CRWD">CrowdStrike stock</a> traded over 3% lower in Thursday’s premarket. On Stocktwits, retail sentiment toward the stock remained in ‘extremely bullish’ territory while message volume shifted to ‘extremely high’ from ‘normal’ levels in 24 hours.<figure class="image"><img style="aspect-ratio:936/109;" src="https://news.stocktwits-cdn.com/Screenshot_2025_08_28_065336_png_1f68350617.webp" alt="CRWD’s Sentiment Meter and Message Volume as of 06:50 a.m. ET on Aug.28, 2025 | Source: Stocktwits" width="936" height="109"><figcaption>CRWD’s Sentiment Meter and Message Volume as of 06:50 a.m. ET on Aug.28, 2025 | Source: Stocktwits</figcaption></figure>The stock experienced a 1,717% increase in user message count over 24 hours. A bullish Stocktwits user expressed optimism about the earnings.<stembedurl>https://stocktwits.com/odinhorse/message/626826326</stembedurl>Canaccord dropped its price target to $430 from $475, stating that while net-new annual recurring revenue (ARR) jumped to $221 million from $194 million in the previous quarter, overall ARR and subscription revenue growth continued to decelerate year-on-year. Achieving further growth could be challenging, the firm said.Bernstein trimmed its target to $343 from $371 and maintained a ‘Market Perform’ rating. The firm pointed to a dip in subscription revenue growth to 20.1% YoY, an impact it said is tied to a service outage last July.&nbsp;The firm noted that while CrowdStrike outperformed its revenue guide by $21 million, the company only nudged up its full-year forecast by $3 million, suggesting a softening in subscription growth expectations for the remainder of the year.Jefferies analyst Joseph Gallo reduced his target to $500 from $530, maintaining a ‘Buy’ rating. CrowdStrike stock has gained over 23% in 2025 and over 59% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/pure-storage-stock-rips-higher-premarket-what-s-driving-the-rally/chs65bbRdmJ">Pure Storage Stock Rips Higher Premarket: What’s Driving The Rally?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The CrowdStrike Holdings, Inc. logo appears on the screen of a smartphone in Reno, United States, on December 1, 2024.

CrowdStrike Draws Caution From Wall Street Over Growth Outlook, But Retail Goes Contrarian

Canaccord stated that while net-new annual recurring revenue (ARR) jumped to $221 million from $194 million in the previous quarter, overall ARR and subscription revenue growth continued to decelerate year-on-year. 

Morgan Stanley analyst Keith Weiss downgraded cybersecurity giant CrowdStrike Holdings Inc. (CRWD), citing concerns that its strong rally has largely priced in upcoming growth.&nbsp;As per TheFly, Weiss rated the stock as ‘Equal Weight’, down from the previous ‘Overweight’ rating and modestly raised the price target to $495 from $490, suggesting a tempered view on the cybersecurity firm's future upside.Following the downgrade,&nbsp;<a href="https://stocktwits.com/symbol/CRWD">CrowdStrike stock&nbsp;</a>inched lower by 0.4% on Monday afternoon.The firm noted that CrowdStrike shares have climbed approximately 50% from their April lows, leaving limited room for further gains.&nbsp;“The expected second half of 2025 growth acceleration now looks well priced into the stock,” Weiss told investors in a research note, signaling that much of the anticipated progress is already reflected in the current valuation.While still praising CrowdStrike’s long-term strategic positioning in cybersecurity, the analyst expressed caution around the stock’s near-term potential.&nbsp;The analyst opined that despite its competitive moat and growth trajectory, the recent surge may have diminished the margin for additional upside.The company’s first-quarter (Q1)&nbsp;revenue climbed 20% year over year (YoY) to $1.103 billion, slightly below the $1.105-billion consensus estimate as per Finchat data.However, the adjusted earnings per share (EPS) of $0.73 surpassed the analysts' consensus estimate of $0.66. The company noted that the adjusted subscription gross margin contracted YoY to 80% from 81%.CrowdStrike sees second-quarter (Q2) adjusted EPS and revenue of $0.82 to $0.84 and $1.1447 billion to $1.1516 billion, respectively.On Stocktwits, retail sentiment toward CrowdStrike remained in ‘bullish’ territory amid ‘high’ message volume levels.<figure class="image"><img style="aspect-ratio:810/96;" src="https://news.stocktwits-cdn.com/Screenshot_2025_07_14_at_12_30_34_PM_png_1401cb34ae.webp" alt="CRWD’s Sentiment Meter and Message Volume as of 12:15 p.m. ET on July 14, 2025 | Source: Stocktwits" width="810" height="96"><figcaption>CRWD’s Sentiment Meter and Message Volume as of 12:15 p.m. ET on July 14, 2025 | Source: Stocktwits</figcaption></figure>CrowdStrike stock has added over 39% year-to-date and over 26% in the last 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/bitmine-stock-rips-as-eth-treasury-tops-500-million/ch89Ro6R5nR">BitMine Stock Rips As ETH Treasury Tops $500M, But Retail Remains Cautious</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The CrowdStrike logo is being displayed on a smartphone in this photo illustration in Brussels, Belgium, on July 19, 2024. 

Morgan Stanley Downgrades CrowdStrike Amid Price Surge, But Retail Finds No Reason To Be Pessimistic

The firm downgraded the stock to ‘Equal Weight’, citing limited upside potential after a 50% rally. 

CrowdStrike Holdings, Inc. (CRWD) shares declined over 7% in Wednesday’s premarket after analysts downgraded the stock following a first-quarter (Q1) revenue miss and soft guidance.The cybersecurity vendor’s Q1 revenue grew 20% year-on-year (YoY) to $1.10 billion, marginally missing the consensus estimate of $1.105 billion, as per Finchat data.The adjusted earnings per share (EPS) of $0.73 surpassed an estimate of $0.66.BofA lowered its rating on the stock from ‘Outperform’ to ‘Neutral’, but increased the price target to $470 from $420, as per TheFly.&nbsp;The firm remains positive on CrowdStrike's core business and growth outlook, but believes the current valuation limits further gains.&nbsp;The new target implies only about a 3% upside from the stock’s current levels.&nbsp;Notably, the company’s sales growth slowed to below 20% in the first half of fiscal year 2026. While BofA anticipates growth to rebound to around 22% in the second half due to renewals related to CCP (customer commitment packages), it expects a longer-term slowdown in growth over the coming years.Canaccord analyst Kingsley Crane lowered his rating on CrowdStrike to ‘Hold’ from ‘Buy’, while increasing the price target to $475 from $420.&nbsp;In a note to investors, Crane noted that although the company delivered strong Q1 results, its profit margins were weaker than those of the same quarter last year.&nbsp;He expressed optimism about initial signs of growth within the Flex customer segment and said CrowdStrike’s performance following the July 19 incident of a faulty update was “truly exceptional.”&nbsp;However, Canaccord now sees a more balanced risk/reward profile, given the stock is trading at approximately 21 times projected 2026 revenue.Evercore ISI lowered its rating on CrowdStrike to ‘In Line’ from ‘Outperform’ and reduced the price target to $440 from $450.&nbsp;In a note to investors, the brokerage stated that the company delivered a well-executed Q1, although it fell short of being outstanding.&nbsp;The firm also highlighted increasing investor concerns regarding several unresolved issues at CrowdStrike and indicated that it is adopting a more cautious stance.On Stocktwits, retail sentiment around CrowdStrike remained in ‘extremely bullish’ territory.<figure class="image"><img style="aspect-ratio:638/72;" src="https://news.stocktwits-cdn.com/Screenshot_2025_06_04_071806_png_d1adc7941c.webp" alt="CRWD's Sentiment Meter and Message Volume as of 07:40 a.m. ET on June 4, 2025 | Source: Stocktwits" width="638" height="72"><figcaption>CRWD's Sentiment Meter and Message Volume as of 07:40 a.m. ET on June 4, 2025 | Source: Stocktwits</figcaption></figure>A Stocktwits user is&nbsp;buying the dip in the shares.<stembedurl>https://stocktwits.com/Gammamoney/message/616737720</stembedurl>Another user noted that buying the dip has become a pattern after every quarterly earnings report of the company.<stembedurl>https://stocktwits.com/79dolladoc/message/616729053</stembedurl><a href="https://stocktwits.com/symbol/CRWD">CrowdStrike</a> stock has gained over 42% in 2025 and over 59% in the last 12 months.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/nvidia-reclaims-market-cap-crown-from-microsoft/chkuPmLRbw7">Nvidia Reclaims Market Cap Crown From Microsoft As AI Mania Persists; Retail Stays Bullish</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

CrowdStrike Stock Slumps Post Q1 Print As Analysts Turn Cautious: Retail Seizes Pullback Opportunity

Multiple analysts downgraded the stock, citing valuation concerns, soft margins, and a more balanced risk/reward outlook.

CrowdStrike Holdings, Inc. (CRWD) shares fell sharply in Tuesday’s post-market session after the cybersecurity vendor announced a small quarterly revenue miss and soft topline guidance. The company also announced a $1 billion stock buyback authorization.Austin, Texas-based CrowdStrike reported adjusted earnings per share (EPS) of $0.73 compared to the year-ago quarter’s $0.79 and the Finchat-compiled consensus of $0.66.Revenue climbed 20% year over year (YoY) to $1.103 billion,&nbsp;slightly below the $1.105-billion consensus estimate and the upper end of the guided range. The topline growth slowed from 25% in the previous quarter.Among key user metrics, the annual recurring revenue (ARR) rose 22% and stood at $4.44 billion as of April 30, with $193.8 million being the net new ARR.&nbsp;The company noted that the adjusted subscription gross margin contracted YoY to 80% from 81%.CEO George Kurtz said, “We started the fiscal year with record Q1 large deal and MSSP momentum alongside sustained 97% gross retention and consistently strong net retention as the market consolidates on Falcon as its cybersecurity platform of choice for the agentic AI era.”Looking ahead, CrowdStrike guided second-quarter adjusted EPS and revenue to $0.82-$0.84 and $1.1447 billion-$1.1516 billion.respectively.Analysts, on average, expect the numbers to be at $0.81 and $1.160 billion, respectively.The company raised its full-year EPS guidance to $3.44-$3.56 from $3.33-$3.45 but maintained the revenue outlook at $4.7435 billion-$4.8055 billion. This compares to the guidance of $3.45 and $4.79 billion, respectively.CFO Burt Podbere said, “Our conviction in net new ARR re-acceleration and margin expansion in the second half of fiscal year 2026 is reinforced by Falcon Flex deal momentum and early Falcon Flex expansions, strong competitive win rates and robust pipeline for the second half of fiscal year 2026.”On Stocktwits, retail sentiment toward the CrowdStrike stock was ‘bullish’ (64/100) by late Tuesday, and the message volume on the stream was ‘high.’<figure class="image"><img style="aspect-ratio:617/56;" src="https://news.stocktwits-cdn.com/Screenshot_2025_06_03_at_10_09_16_PM_png_c4fd12b559.webp" alt="Screenshot 2025-06-03 at 10.09.16 PM.png" width="617" height="56"><figcaption>CRWD sentiment and message volume as of 10:09 p.m. ET, June 3 | source: Stocktwits</figcaption></figure>The stock was among the top five trending tickers on the platform by late Tuesday.A bullish watcher recommended buying the dip in the stock, calling it a ‘golden opportunity.’<stembedurl>https://stocktwits.com/23ChaseColeman23/message/616717931</stembedurl>Another user premised their bullishness on the prospects as the cyberwars and hackers prompt increased spending on cybersecurity.<stembedurl>https://stocktwits.com/Annie_Preferred/message/616715294</stembedurl>CrowdStrike stock fell 6.48% to $457.09 in Tuesday’s after-hours, but it is up about 43% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/fed-lisa-cook-trump-tariffs-raising-inflation/chkrhqWRbvv">Fed’s Lisa Cook Sees Trump Tariffs Raising Inflation, Stressing Labor Market</a>

CrowdStrike Stock Slides On Mixed Q1, Soft Revenue Guidance: Retail Rushes In To Buy The Dip

The company said its conviction in net new ARR re-acceleration and margin expansion in the second half of fiscal year 2026 is reinforced by Falcon Flex deal momentum and early Falcon Flex expansions.

Salesforce, Inc. (CRM) stock trended on Stocktwits following the customer relationship management software vendor’s quarterly results, which squeaked past estimates. The company is riding on the agentic artificial intelligence (AI) opportunity.The San Francisco, California-based company reported adjusted earnings per share (EPS) of $2.58 for the first quarter of the fiscal year 2026, ahead of the year-ago’s $2.44 and exceeding the $2.55 consensus EPS estimate.Revenue climbed 8% year over year (YoY) to $9.8 billion, slightly ahead of the $9.75-billion consensus estimate.The results were also ahead of the guidance issued by the company in late February.Among key operating metrics, current remaining performance obligations (RPO) climbed 12% to $29.6 billion, with the growth faster than 9% pace in the fourth quarter.Marc Benioff, Chair and CEO, Salesforce. “We’ve built a deeply unified enterprise AI platform — with agents, data, apps, and a metadata platform — that is unmatched in the industry.”Robin Washington, chief operating and financial officer, said, “Our Q1 performance reflects solid execution, driven by our continued focus on innovation, operational excellence, and maximizing value for our customers and shareholders."Commenting on the results, Wedbush analyst Daniel Ives said Data Cloud drove the top-line outperformance, with Data Cloud and AI annual recurring revenue (ARR)&nbsp; now at a $1 billion run rate. “Agentforce strategy [is] playing out,” he added.Looking ahead, Salesforce said its Informatica acquisition announced on Wednesday will have no anticipated impact on its fiscal year 2026 guidance due to the deal's closing timeline of early 2027.The company expects the weaker dollar to be a tailwind to its near-term performance.Salesforce expects second-quarter revenue of $10.11 billion to $10.16 billion versus the $10.05-billion consensus estimate.The company raised its 2026 revenue guidance to $41 billion to $41.3 billion from the $40.5 billion to $40.9 billion estimated earlier.On Stocktwits, retail sentiment toward Salesforce stock was ‘extremely bullish’ (97/100) by late Wednesday, with the message volume at ‘extremely high’ levels.<figure class="image"><img style="aspect-ratio:620/53;" src="https://news.stocktwits-cdn.com/Screenshot_2025_05_29_at_3_53_01_AM_png_fb185cd8f1.webp" alt="Screenshot 2025-05-29 at 3.53.01 AM.png" width="620" height="53"><figcaption>CRM sentiment and message volume as of 3:54 a.m. ET, May 29 | source: Stocktwits</figcaption></figure>A bullish watcher saw the stock climbing past $300, thanks to the earnings report and a U.S. trade court striking down Trump tariffs.<stembedurl>https://stocktwits.com/binson/message/616134108</stembedurl>Another user braced for upgrades from analysts following a “stellar quarter and guidance.”<stembedurl>https://stocktwits.com/optionspayus/message/616120249</stembedurl>Salesforce stock climbed 1.08% to $279 in Wednesday’s after-hours session, while it is down over 17% year-to-date.Ives expects AI-driven revenue to add at least $80 per share to the Salesforce story. The analyst maintained his Outperform rating for the Salesforce stock and $425 price target.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nasdaq-futures-rip-higher-on-nvidia-earnings-trade-court-blow-to-trump-tariffs/ch0A9H5Rbsy">Nasdaq Futures Rip Higher On Nvidia Earnings, Trade Court Blow To Trump Tariffs — But Analyst Stays Wary</a>

 A Salesforce logo is displayed on the screen of an iPad. 

Salesforce Analyst Says ‘Agentforce’ Strategy Playing Out After Beat-And-Raise Q1: Retail Optimism Abounds

The company said its quarterly performance reflected solid execution, driven by its continued focus on innovation, operational excellence, and maximizing value for its customers and shareholders.

Shares of cybersecurity company CrowdStrike Holdings, Inc. (CRWD) received a sizable price target boost on Sunday following Wedbush’s channel checks.Analyst Daniel Ives upped the price target for Crowdstrike stock to $475 from $395 and maintained an ‘Outperform’ rating. He believes the stock can hit $550 over the next year in a bull-case scenario, as the company executes its core growth strategy.&nbsp;The analyst said his checks revealed increased momentum for the company’s cyber platform approach into the following year. He added that Cloud, Identity, Logscale, and better-than-expected trends in Data Protection and Charlotte artificial intelligence drive the strength.&nbsp;Ives said Charlotte AI saw more than 100 deals in the recent quarter, and momentum accelerated further in the next quarter.“While AI continues to be top of mind for enterprises heading into an important year for AI monetization, we are seeing more module add-ons within CRWD’s core verticals,” he added.Ives lauded the company for integrating AI across its portfolio to capitalize on elevated demand for advanced cyber solutions to protect IT and AI infrastructure across the tech stack.&nbsp;The analyst said, “CRWD remains the gold standard for cybersecurity with the company in the early innings of its multi-year growth story, with NNARR [net new annual recurring revenue] growth expected to reaccelerate in the 2H26.”“We also continue to believe the cybersecurity subsector could be an outperformer within the broader tech space as these resilient spending trends play out, led by the F1 cyber racing car trailblazer CrowdStrike.”Last week, CrowdStrike said it expects its fiscal year 2026 first-quarter results to align with or exceed its guidance. It also reaffirmed its fiscal year 2026 guidance and announced<a href="https://stocktwits.com/news-articles/markets/equity/crowdstrike-to-reduce-workforce/chiBWWQRbjI">&nbsp;plans to trim 5% of jobs</a>, translating to 500 positions.On Stocktwits, retail sentiment toward CrowdStrike stock stayed ‘neutral’ (42/100) by late Sunday, while the message volume was ‘high.’<figure class="image"><img style="aspect-ratio:622/54;" src="https://news.stocktwits-cdn.com/Screenshot_2025_05_11_at_9_30_02_PM_png_35f645808b.webp" alt="Screenshot 2025-05-11 at 9.30.02 PM.png" width="622" height="54"><figcaption>CRWD sentiment and message volume as of 9:30 p.m. ET, May 11 | &nbsp;source: Stocktwits</figcaption></figure>A bearish watcher said the stock price failed to make higher highs and is poised to test the $400 level once it closes below the $406.68 level.<stembedurl>https://stocktwits.com/OnlyFibs/message/614163114</stembedurl>But another user expressed confidence in the stock rebounding to $440 in the near term.<stembedurl>https://stocktwits.com/muskegbaymomentum/message/614141745</stembedurl>CrowdStrike stock settled Friday’s session down 4.215% at $410.57 but is up about 20% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Cybersecurity ‘Gold Standard’ CrowdStrike Gets Big Price Target Boost On AI-Powered Platform Approach: Retail Sentiment Lags

The analyst said his checks revealed increased momentum for the company’s cyber platform approach into the next year.

CrowdStrike Holdings, Inc.'s (CRWD) shares defied the tech sector sell-off on Tuesday and ended modestly higher for the day.&nbsp;After the bell, Crowdstrike CEO George Kurtz reassured investors by emphasizing the company's immunity to President Donald Trump's sweeping tariffs.Speaking on CNBC's ‘Mad Money’ show hosted by Jim Cramer, Kurtz<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=AieXCP4yYX0">&nbsp;said</a>&nbsp;CrowdStrike could shine in an environment where cyberattacks are increasing, and geopolitical conditions necessitate the need to save costs.The executive also explained about the company's tariff immunity. "The beauty about our business is we don't have any hardware; we're not subject to the tariffs," he said.Kurtz said CrowdStrike and the cybersecurity industry are both great in the current geopolitical environment.&nbsp;&nbsp;While discussing Alphabet, Inc.'s (GOOG) (GOOGL) recent acquisition of cybersecurity startup Wiz,&nbsp;Kurtz said the deal validates the cybersecurity market, given it was the largest acquisition of a venture-backed company in recent times.He noted that CrowdStrike is one of the largest cloud security companies by revenue, with $600 million in annualized recurring cloud revenue, and that the company remains undervalued when compared to its prospects.CrowdStrike is coming off a turbulent year that included fallout from a major Microsoft outage linked to one of its updates, which temporarily disrupted key services and weighed on investor sentiment.In early March, the Austin, Texas-based company reported<a href="https://stocktwits.com/news-articles/markets/equity/crowdstrike-stock-plunges-after-2025-q4-results/cheZAc0R64">&nbsp;a fourth-quarter beat</a> and issued a mixed forward guidance.A bullish stock watcher on the Stocktwits platform named CrowdStrike among "safe-haven" stocks.<stembedurl>https://stocktwits.com/Honest_Bull/message/610956767</stembedurl>Another user said CrowdStrike is a stock to buy, given that top tech firms will not hold back on their cybersecurity spending. They called it tariff- and recession-proof.<stembedurl>https://stocktwits.com/Nightdawgs21/message/610757022</stembedurl>CrowdStrike stock ended Tuesday's session up 0.21% at $325.04 even as the Nasdaq Composite plunged 2.15%; The stock is down merely 5% this year.Read Next:<a href="https://stocktwits.com/news-articles/markets/equity/broadcom-announces-10-billion-dollars-stock-buy-back/chfVYWuRbJk">&nbsp;Broadcom Bucks Broader Market Sell-Off As Chipmaker Announces $10B Stock Buyback: Retail Sentiment Lags Amid Tariff Mayhem</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

CrowdStrike Chief Executive George Kurtz is photographed in the company's offices.

CrowdStrike CEO Declares Cybersecurity Stocks Safe From Trump Tariffs, Retail Investors Bite

"The beauty about our business is we don't have any hardware; we're not subject to the tariffs," he said.

Alphabet, Inc. (GOOGL) (GOOG) recently confirmed its agreement to acquire privately held cloud security platform company Wiz for $32 billion in cash. However, the deal did not send shivers down the spine of&nbsp;Wiz's peer CrowdStrike, Inc. (CRWD).Following a meeting with CrowdStrike CFO Burt Podbere, Jefferies analysts said the company viewed Alphabet's Wiz buy positively, The Fly reported. The executive opined that full integration of Wiz technology into the Google Cloud Platform will take time.&nbsp;Jeffries said CrowdStrike's agent offering is a competitive advantage compared to Wiz's agentless offering. The analyst also noted that Podbere expressed confidence in the second half of the fiscal year 2026's net new annual recurring revenue (ARR) and cash flow generation.The analysts noted that the company prioritized the Falcon Flex platform, which allows customers to maximize their security investment with a flexible licensing agreement customized to meet their organization's needs.&nbsp;The brokerage also expects CrowdStrike to benefit from vendor consolidation due to budget constraints amid an uncertain macroeconomic environment. However, founder and CEO George Kurtz said the company is firmly on the flight path to its $10 billion ending ARR goal.Jefferies has a 'Buy' rating and&nbsp;a $425 price target for<a href="https://stocktwits.com/symbol/CRWD">&nbsp;CrowdStrike stock.</a>Earlier this month, the company reported a slowdown in fourth-quarter operational metrics and issued mixed guidance, sending its stock lower in the session that followed the print.On Stocktwits, retail sentiment toward CrowdStrike stock stayed 'bearish,' and the message volume remained at 'extremely low' levels.&nbsp;<figure class="image"><img style="aspect-ratio:631/133;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/crwd_sentiment_png_43b1f2ee18.webp" alt="crwd-sentiment.png" width="631" height="133"><figcaption>CRWD &nbsp;sentiment and message volume March 20, as of 12:30 am ET | Source:&nbsp;Stocktwits</figcaption></figure>A bearish watcher expressed dissatisfaction over CrowdStrike's what they perceived to be pricier valuation.<stembedurl>https://stocktwits.com/I_hate_intel_mu_amd/message/608421336</stembedurl>CrowdStrike stock trades at a forward price-earnings (P/E) multiple of 109 times, according to Koyfin.The stock ended Thursday's session up 3.28% to $375.05, and it is up 9.6% year-to-date.&nbsp;The Koyfin-compiled consensus price target for CrowdStrike is $408.36, implying nearly 9% upside potential.For updates and corrections email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/most-retail-traders-confident-of-netflix-stock-topping-1100-by-mid-2025/ch7NQmmRb2u">Most Retail Traders Bet On Netflix Topping $1,100 By Mid-2025, But A Stubborn Bearish Camp Lingers</a>

CrowdStrike Analyst Dismisses Alphabet-Wiz Threat, But Retail Sees Some Risks

Jeffries said CrowdStrike’s agent offering is a competitive advantage compared to Wiz’s agentless offering.

Crowdstrike Holdings, Inc. (CRWD) shares slumped in Wednesday’s premarket trading after the cybersecurity provider reported a slowdown in quarterly operational metrics and issued mixed guidance.&nbsp;The Austin, Texas-based company reported adjusted earnings per share (EPS) of $1.03 for the fourth quarter of the fiscal year 2025. The bottom-line result exceeded the year-ago&nbsp;figure of $0.95,&nbsp;beating the Finchat-compiled consensus of $0.86 per share.Revenue climbed 25% year over year (YoY) to $1.059 billion versus the $1.035-billion consensus estimate. However, the YoY growth decelerated from the third quarter’s 29%.The top- and bottom-line results also exceeded the company’s guidance that called for adjusted EPS of $0.84-$0.86 and revenue of $1.0287 billion to $1.0354 billion.Among the key operational metrics, annual recurring revenue (ARR) grew 23% YoY to $4.24 billion as of Jan. 31, 2025, with the net new ARR added during the quarter at $224.3 million. The ARR growth decelerated from 27% in the third quarter, but the net new ARR added improved from $153 million.The adjusted Subscription gross margin remained steady at 80%&nbsp;Founder and CEO George Kurtz said, “Delivering $224 million of net new ARR, which brings our ending ARR to $4.24 billion, places us firmly on the flight path to our $10 billion ending ARR goal.”He noted that Crowdstrike saw strong momentum in its next-generation SIEM, Cloud Security, and Identity Protection businesses, surpassing $1.3 billion in combined ending ARR.&nbsp;Kurtz also noted that accounts adopting its artificial intelligence (AI)-native Security Operations Center (SOC), Falcon Flex, added over $1 billion of in-quarter deal value.&nbsp;Looking ahead, the company guided first-quarter adjusted EPS and revenue to be $0.64 to $0.66 and $1.1006 billion to $1.1064&nbsp;billion, respectively. This compares to the $0.95 and $1.104 billion guidance, respectively.Crowdstrike expects its fiscal year 2026 adjusted EPS and revenue to be $3.33 to $3.45 and $4.744 billion to $4.806 billion, respectively. While the bottom-line guidance trailed the consensus of&nbsp;$3.85, the revenue guidance aligned with the average analysts’ estimate of $4.778 billion.On Stocktwits, retail sentiment toward the stock improved to ‘bullish’ (55/100) from the ‘bearish’ mood that prevailed a day ago. The message volume perked to an ‘extremely high’ level. The stock was among the top 10 trending tickers on the platform.<figure class="image"><img style="aspect-ratio:625/136;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/crwd_sentiment_951460a8c8.png" alt="crwd-sentiment.png" width="625" height="136"><figcaption>&nbsp;CRWD sentiment and message volume March 5, premarket as of 6:22 am ET | Source:&nbsp;Stocktwits</figcaption></figure>One bullish watcher shrugged off the soft earnings guidance and noted&nbsp;that this may be a good time to buy more shares.<stembedurl>https://stocktwits.com/janthony23/message/606807857</stembedurl><a href="https://stocktwits.com/symbol/CRWD">Crowdstrike stock</a> fell 8.04% to $358.79 in premarket trading,&nbsp;heading toward its lowest level in over a month.&nbsp;However, it is up 14% year-to-date.For updates and corrections, email newsroom@stocktwits.com&nbsp;

Crowdstrike Stock Plunges After Q4 Print As Investors Fret Over Slowing Growth, Weak Earnings Guidance: Retail Mood Flips To 'Bullish'

Annual recurring revenue grew 23% year over year to $4.24 billion, slower than the 27% growth in the third quarter.

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