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Aehr Test Systems engages in the design, manufacture, market, and sale of test and burn-in equipment used in the semiconductor industry. Its products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures. The company was founded by Rhea J. Posedel on May 25, 1977 and is headquartered in Fremont, CA.

Aehr Test Systems

Aehr Test Systems is currently in the spotlight as investors weigh its pivot toward the high-growth AI infrastructure market against mixed financial performance. The community is heavily focused on the company's reinstated bookings guidance and reports of significant capacity interest from major hyperscalers, leading to a polarized debate between long-term bullish sentiment and concerns over near-term revenue volatility.

Luckin Coffee, Inc. engages in providing food and beverage items, and operates coffee retail stores. It has a pioneered a technology-driven retail network to provide coffee and other products of high quality, high convenience and high affordability to customers. The company manages pick-up stores, relax stores, and delivery kitchens. It also offers tea, snacks, and light meals through its mobile application. The company was founded by Zhi Ya Qian, Fei Yang and Jin Yi Guo on June 16, 2017 and is headquartered in Xiamen, China.

Luckin Coffee Inc - ADR

Luckin Coffee is generating buzz as investors weigh the strategic implications of its controlling shareholder's acquisition of Blue Bottle Coffee against ongoing speculation regarding a potential U.S. relisting. While some community members express frustration over low trading volume and price volatility, others argue that the company's aggressive expansion and dominant position in the Chinese market present a deep-value opportunity for patient holders.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: Cybersecurity, Internet of Things (IoT), and Licensing and Other. The Cybersecurity segment includes the brand Cylance, BlackBerry Spark, AtHoc, and SecuSUITE. The IoT segment focuses on software licenses, support, maintenance, and professional services. The Licensing and Other segment involves the intellectual property licensing arrangements and settlement awards. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerry is currently trending as investors focus on the upcoming earnings report and expectations for fiscal 2027 guidance and royalty backlog updates. The community remains highly polarized, with intense debate between long-term "believers" who highlight QNX's role in the software-defined vehicle market and skeptics who express frustration over stagnant stock performance and past revenue trends.

Soleno Therapeutics, Inc. operates as clinical-stage biopharmaceutical company, which engages in the development and commercialization of novel therapeutics for the treatment of rare diseases. It focuses on the treatment of metabolic and neurobehavioral disorder. It offers its lead candidate, Diazoxide Choline Controlled-Release (DCCR), an oral tablet for the treatment of Prader-Willi Syndrome (PWS). The company was founded on August 25, 1999 and is headquartered in Redwood City, CA.

Soleno Therapeutics Inc

Soleno Therapeutics is currently trending after receiving FDA approval for VYKAT XR, the first and only treatment for hyperphagia in Prader-Willi syndrome, triggering a major rally and intense community speculation regarding potential buyout interest. Investors are closely monitoring the commercial launch strategy and the company's valuation, as many compare the setup to previous rare disease success stories while discussing the stock's long-term momentum.

FuboTV, Inc. is a consumer-first live TV streaming company with the mission of delivering premium sports, news and entertainment programming that offers greater choice, flexibility and value. The company was founded by David Gandler, Alberto Horihuela Suarez, and Sung Ho Choi on February 20, 2009 and is headquartered in New York, NY.

fuboTV Inc - Ordinary Shares - Class A

fuboTV Inc

Fubo is facing intense selling pressure and high volatility following a recent reverse stock split, with retail investors increasingly frustrated by management's silence and the lack of guidance. The community is deeply divided between those betting on an epic short squeeze due to the low float and those who are cutting losses, warning of further downside as the stock struggles to find a floor.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is trending as investors react to a second round of subscription price increases across all tiers, a move aimed at boosting margins and funding a massive content budget. The stock is exhibiting notable relative strength, with community members actively discussing a potential breakout toward the 100 level and debating whether this pricing power effectively offsets broader streaming sector headwinds.

Seagate Technology Holdings Plc operates as holding company that is engaged in the development, production, and distribution of data storage products and electronic data storage solutions. Its products include hard disk drives, solid state hybrid drives, solid state drives, peripheral component interconnect express cards, serial advanced technology attachment controllers, storage subsystems and computing solutions. The firm offers its products under the Backup Plus and Expansion product lines, and Maxtor and LaCie brands. The company was founded in 1978 and is headquartered in Fremont, CA.

Seagate Technology Holdings Plc

Seagate Technology (STX) is trending as institutional analysts aggressively upgrade price targets, citing a structural expansion in the hard disk drive cycle and sustained hyperscaler demand. While the stock has seen significant volatility, community discussion remains divided between those betting on long-term data center supply shortages through 2028 and others cautioning against an overheated memory sector.

Enovix Corp. engages in the design and development of silicon-anode lithium-ion batteries. The firm's proprietary 3D cell architecture increases energy density and maintains a high cycle life. It is also developing its 3D cell technology and production process for the electric vehicle and energy storage markets to help enable utilization of renewable energy. The company was founded by Mr. Harrold Jones Rust, III, Ashok Lahiri, and Murali Ramasubramanian in November 2006 and is headquartered in Fremont, CA.

Enovix Corporation

Enovix Corp

Enovix is currently a major focus for investors as it balances a record-breaking revenue quarter and a significant share repurchase program against continued skepticism regarding production scaling and testing delays. While the community remains sharply divided, sentiment is currently driven by discussions around the potential for an upcoming purchase order for its high-energy-density batteries and the technical challenges the company faces in reaching mass production.

$RARI is an ERC-20 token that controls the RARI Foundation treasury and governs the Rarible protocol and RARI Chain. The token was issued in 2020 with a max. supply of 25 million $RARI.

Rarible

Rarible is generating significant community buzz driven by its low circulating supply and market cap, which proponents believe positions the token for a massive supply shock if volume spikes. While some investors express skepticism regarding its historical performance and lack of adoption, others are actively accumulating in anticipation of a potential breakout fueled by its DeFi and NFT platform integration.

Avalanche is a high throughput smart contract blockchain&nbsp;platform. Validators secure the network through a proof-of-stake consensus protocol. It is said to be fast, low cost, and environmental friendly.

Avalanche

Avalanche is currently a major focus of community debate as investors weigh significant price volatility against potential institutional catalysts, including recent reports of enterprise adoption and anticipation surrounding the Clarity Act. While some retail traders are aggressively averaging down at multi-year lows, others remain deeply frustrated by the lack of sustained momentum and the asset's historical underperformance relative to other major tokens.

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<ul class="summary-bullets"><li>For the full fiscal year 2026, Zscaler set a revenue guidance of $3.309 billion to $3.322 billion.</li><li>JPMorgan lowered its price target to $250 from $267 and maintained an ‘Overweight’ rating, according to The Fly.</li><li>Mizuho said the selloff post earnings could be seen as a buying opportunity.</li></ul>Shares of Zscaler (ZS) tumbled 15% on Friday, sinking to their lowest level in more than 30 months, following a string of price target cuts despite the company’s better-than-expected second-quarter print.If the current levels hold at close, <a href="https://stocktwits.com/symbol/ZS">ZS shares</a> would record their steepest intraday slide since September 2024.Zscaler reported a 26% jump in second-quarter (Q2) revenue to $815.8 million, just above Wall Street’s estimates of $815.7 million, according to Fiscal.ai data. Earnings came in at $1.01 per share, beating the $ 0.9-per-share estimate.For the third quarter of fiscal 2026, the company projects revenue of $834 million to $836 million, marking 23% growth, with earnings of $1.00 to $1.01 per share. For the full fiscal year 2026, Zscaler raised its guidance to $3.309 billion to $3.322 billion, up from an earlier guidance of $3.282 billion to $3.301 billion. The company also forecast full-year EPS of $3.99 to $4.02.<h2 class="st-heading-2">JPMorgan Says Zscaler’s Organic ARR Was “A Bit Lighter” Than Expectations</h2>JPMorgan lowered its price target on Zscaler to $250 from $267 and maintained an ‘Overweight’ rating, according to The Fly. The firm said that despite “solid” Q2 results, Zscaler’s organic annual recurring revenue came in “a bit lighter” than expectations. JPMorgan added that the target reduction reflects recent multiple contractions across the peer group.Mizuho lowered Zscaler’s price target to $250 from $265 and kept an ‘Outperform’ rating, adding that the share selloff post earnings could be seen as a buying opportunity.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Despite the sharp selloff, retail sentiment on Stocktwits remained in the ‘extremely bullish’ territory over the past 24 hours. Chatter on the platform grew 500% in 24 hours, as of Friday morning, according to Stocktwits data.<img src="https://news.stocktwits-cdn.com/ZS_jpg_6ec3092475.webp" alt="ZS.jpg">One user said they were buying the dip.<stembedurl>https://stocktwits.com/ItsTheEagle/message/646101851</stembedurl>Another user saw “huge upside going forward.”<stembedurl>https://stocktwits.com/SPG565/message/646035947</stembedurl>Year-to-date, ZS shares have declined more than 37%.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/dell-stock-surges-moving-average-quarterly-results/cZTcVoVRIT1">DELL Stock Breaks 100-DMA For First Time In Over Two Months – Here’s Why Analysts Are Bullish</a> For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a Zscaler logo is seen displayed on a smartphone and in the background. 

ZS Stock Tanks To 30-Month Lows: Analysts Slash Target Price, But Retail Wants To Add More

The company posted a 26% growth in second-quarter revenue to $815.8 million, above estimates of $815.7 million, according to Fiscal.ai data.

Equity

<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.

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.

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