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NEW YORK - CrowdStrike (NASDAQ:CRWD), the $117 billion cybersecurity powerhouse with impressive 26% year-over-year revenue growth, announced on Wednesday an expanded collaboration with Amazon Web Services (AWS) that makes its falcon-mcp server and AI Red Team Services available in the new AI Agents and Tools category of AWS Marketplace. According to InvestingPro data, the company maintains strong financial health with a comfortable current ratio of 1.85.
The cybersecurity company’s falcon-mcp server provides a standardized protocol to connect AI agents and large language model (LLM) applications to CrowdStrike Falcon platform data, including threat intelligence and behavioral data. The tool, currently available in preview via Amazon Bedrock AgentCore, aims to help organizations integrate AI capabilities into existing security operations. With projected revenue growth of 21% for the upcoming fiscal year, CrowdStrike continues to demonstrate strong market momentum. Discover more detailed financial insights and 13 additional exclusive ProTips with InvestingPro.
CrowdStrike’s AI Red Team Services, also now available through AWS Marketplace, offers security assessments for AI systems to identify vulnerabilities that could lead to data breaches or unauthorized code execution. These assessments align with industry frameworks such as OWASP Top 10 for LLMs.
"Agentic AI is fundamentally changing business of all sizes across every industry - but only secure AI can safely scale to deliver long-term results," said Daniel Bernard, chief business officer at CrowdStrike, in a press release statement.
The collaboration enables joint customers to protect AI applications, services, and LLMs in the cloud through native integrations with AWS services including Amazon SageMaker and Amazon Bedrock.
CrowdStrike’s expanded offerings come as organizations seek secure ways to connect AI models to real-time security operations. The company’s purpose-built security for AI includes AI Security Posture Management, Falcon Data Protection, and the newly available AI Red Team Services.
The announcement was made during the AWS Summit in New York City, where CrowdStrike is exhibiting its solutions. With 31 analysts recently revising their earnings estimates upward and a consensus recommendation of 1.96 (Buy), market experts remain optimistic about the company’s growth trajectory. Access comprehensive analyst forecasts and detailed valuation metrics through InvestingPro’s exclusive research reports.
In other recent news, CrowdStrike Holdings has been the subject of multiple analyst downgrades. Morgan Stanley downgraded CrowdStrike from Overweight to Equalweight, citing concerns over its current valuation, which presents a sizable premium compared to its software peers. Despite this, the firm acknowledged CrowdStrike’s strong long-term growth potential. Similarly, Piper Sandler downgraded the stock from Overweight to Neutral, noting that the recent appreciation in share price limits the potential for further short-term gains. Bernstein SocGen Group also downgraded CrowdStrike to Market Perform, pointing out the high valuation and expressing concerns about the ability to significantly increase cybersecurity budgets.
In addition to analyst activity, CrowdStrike has made notable advancements in its product offerings. The company launched Falcon for AWS Security Incident Response, enhancing its cybersecurity platform’s integration with AWS services. Furthermore, CrowdStrike integrated its Falcon Cloud Security with NVIDIA’s LLM services, aiming to protect AI workloads across various environments. These developments highlight CrowdStrike’s ongoing efforts to address evolving cybersecurity threats, particularly in cloud and AI domains.
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