Can anything shut down the Gold rally?
LAS VEGAS - CrowdStrike (NASDAQ:CRWD), the cybersecurity powerhouse with a market capitalization of $111 billion and impressive 66% return over the past year, and NVIDIA (NASDAQ:NVDA) announced Tuesday the integration of Charlotte AI AgentWorks with NVIDIA’s Nemotron AI models, according to a press release issued at the Fal.Con 2025 conference. According to InvestingPro data, CrowdStrike maintains strong momentum with 23.46% revenue growth in the last twelve months.
The collaboration extends CrowdStrike’s Falcon platform to provide protection and governance across AI agents built with NVIDIA NeMo developer tools and third-party ecosystems. This integration builds on CrowdStrike’s existing protection for large language models in NVIDIA’s Enterprise AI Factory. With a solid financial health score of 2.55 rated as "GOOD" by InvestingPro, CrowdStrike demonstrates the financial stability needed to support such strategic initiatives.
Charlotte AI AgentWorks is described as a no-code platform that allows security analysts to design, test, and deploy AI agents that automate security operations center workflows. The platform utilizes NVIDIA Nemotron models, which include open weights, datasets, and recipes.
"Together with NVIDIA, we’re delivering the groundwork of the agentic SOC — empowering every analyst to build AI agents with confidence, and ensuring they can run securely at scale with the Falcon platform," said Daniel Bernard, chief business officer at CrowdStrike.
Justin Boitano, vice president of enterprise AI products at NVIDIA, stated that "specialized AI agents are quickly becoming the backbone of enterprise applications," and the integration aims to deliver "performance, trust, and governance enterprises need to confidently build, deploy, and secure agentic AI at scale."
The Falcon platform will now secure data and identities, monitor agent behavior and privileges in real time, and enforce enterprise-grade control for AI agents built with NVIDIA tools.
The announcement comes as organizations seek to safely adopt AI technologies while maintaining security controls and governance. With 38 analysts recently revising their earnings expectations upward and maintaining strong buy recommendations, market experts appear confident in CrowdStrike’s strategic direction. For detailed analysis and additional insights, investors can access the comprehensive Pro Research Report available on InvestingPro, which covers this and over 1,400 other top US stocks.
In other recent news, CrowdStrike has signed a definitive agreement to acquire Pangea, a firm specializing in AI security. This acquisition aims to enhance CrowdStrike’s Falcon platform by developing what the company describes as the industry’s first complete AI Detection and Response solution. Additionally, CrowdStrike announced new security partnerships with major tech companies, including Amazon Web Services, Intel, Meta, NVIDIA, and Salesforce, to bolster the protection of enterprise AI systems. At the Fal.Con 2025 event in Las Vegas, CrowdStrike and Meta introduced CyberSOCEval, a suite of benchmarks designed to evaluate AI systems in real-world security operations. This initiative seeks to establish standards for testing large language models in security operations centers.
Truist Securities has reiterated its Buy rating for CrowdStrike, maintaining a price target of $500. This decision follows a meeting with the company’s CFO, Burt Podbere, where analyst Junaid Siddiqui expressed increased optimism about CrowdStrike’s fiscal 2026 net new annual recurring revenue growth. Truist Securities highlighted that CrowdStrike’s performance exceeded expectations, prompting the company to raise its fiscal year 2026 guidance. The firm expects second-half net new annual recurring revenue to grow more than 40% year-over-year.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.