CrowdStrike Posts Record Results, But Investors May Still Be Overlooking This AI Tailwind

Beth Kindig Investing Group Leader Follow Summary Over the past six months, cybersecurity stocks have been soaring, with a key cybersecurity index outperforming a top AI-hardware heavy semiconductor benchmark. CrowdStirke’s latest results are just one of many examples where cybersecurity companies have seen rapid AI-driven growth. While many focus on AI-cyberattacks and rouge agents creating cybersecurity demand, an underdiscussed tailwind could actually be the industry’s larger long-term growth driver. Looking for more investing ideas like this one? Get them exclusively at Tech Insider Network. Learn More » Vertigo3d/E+ via Getty Images CrowdStrike ( CRWD ) is on a tear after the company posted an all-time high net new ARR of $333 million. The cybersecurity leader also saw its AI Detection and Response (AIDR) ARR triple in one quarter and boosted its FY2027 net new ARR growth This article was written by Beth Kindig 21.04K Followers Follow Beth Kindig is a veteran technology analyst with more than 15 years of experience covering both the private and public markets. She began her career in Silicon Valley in 2011—just as technology overtook oil as the world’s most valuable industry—and quickly distinguished herself for her prescient, high-conviction calls on emerging tech trends. By 2014, her analysis was being cited in major outlets, and she was invited to speak at leading industry conferences including Android Developers Conference, Advertising Week NYC, Tech Week Chicago, and BlackHat. Beth has forged her methodology following exposure to thousands of growth-stage companies, giving her a unique, pattern-recognition-driven approach that traditional Wall Street training cannot replicate. Beth is perhaps best known as the “Queen of Nvidia,” a title earned from her early and accurate calls on AI semiconductors dating back to 2018, but her proven track record spans dozens of companies where she has identified winning investments years ahead of consensus.As founder of the Tech Insider Network—one of the top-performing audited tech portfolios with 326% cumulative returns since May 2020 (29.2% annualized)—Beth has built a loyal following of thousands of paying subscribers, tens of thousands of newsletter readers, and more than 172,000 Twitter followers. Going into 2023, she held a 45% allocation in AI semiconductors, well ahead of legendary investors such as Stanley Druckenmiller at 29%. Beth is a regular guest on Fox Business, Bloomberg Tech, and Bloomberg Asia, where hundreds of thousands of investors tune in monthly to her insights. She has also appeared on CNBC, NPR, BBC Radio, Real Vision, Schwab Network, and CoinDesk. Her written work has been featured in Forbes, MarketWatch, VentureBeat, MediaPost, and AdExchanger. What drives her work is a deep commitment to empowering individual investors. Beth believes that access to accurate, high-quality research should not be limited to institutions. With a reputation for accuracy, consistency, and bold yet well-researched calls, Beth Kindig has established herself as one of the most trusted analysts in the technology sector today. Learn moreTech Insider Network is unique in that we blend real tech industry experience with active portfolio management. We pioneered combining cutting-edge fundamentals with high-performing technical analysis for retail. Beth cares deeply about individual investors having access to the same quality of information as institutions -- especially in regards to the tech industry. Tech overtook oil in 2010 as the world’s most valuable industry and she was at the forefront of this change in Silicon Valley. She wants to bring her experience and insights to ordinary investors so they can participate in the extraordinary gains that tech has to offer. Her weekly newsletter has tens of thousands of subscribers. Analyst’s Disclosure: I/we have a beneficial long position in the shares of NVDA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.