CrowdStrike integrates Falcon Cloud Security with NVIDIA LLM services

AUSTIN, Texas - CrowdStrike (NASDAQ: CRWD), the cybersecurity giant currently valued at $116.6 billion and trading near its 52-week high, has integrated its Falcon Cloud Security with NVIDIA’s universal LLM NIM microservices and NeMo Safety, according to a press release statement issued Wednesday. According to InvestingPro data, the company has demonstrated impressive momentum with a 26% year-over-year revenue growth.

The integration aims to provide protection for AI workloads and over 100,000 large language models across hybrid and multi-cloud environments. The collaboration expands CrowdStrike’s security coverage for NVIDIA Enterprise AI Factories. With a strong financial health score rated as "GOOD" by InvestingPro analysts and a comfortable current ratio of 1.85, CrowdStrike appears well-positioned to execute on this strategic initiative.

The Falcon platform will monitor runtime behavior of AI models and provide detection and response capabilities trained on security events and intelligence. The solution addresses AI-specific risks including data poisoning, tampering, and sensitive data leakage.

"This latest collaboration with NVIDIA brings our leadership to the front lines of cloud-based AI — where LLMs are deployed, run, and scaled," said Daniel Bernard, chief business officer at CrowdStrike.

Justin Boitano, vice president of Enterprise AI Software at NVIDIA, noted that "NVIDIA and CrowdStrike are working together to help enterprises protect AI workloads across the entire lifecycle."

The security features include pre-deployment protection through AI-SPM, AI Model Scanning, and Shadow AI detection, which identify potential risks before models are deployed. These capabilities integrate with NVIDIA’s NeMo Safety workflows to help assess and strengthen foundation model security.

CrowdStrike’s solution provides security across multiple stages of AI development and deployment, covering code to cloud environments across various cloud infrastructures.

In other recent news, CrowdStrike Holdings has reported strong first-quarter 2026 results, surpassing FactSet consensus estimates for annual recurring revenue, earnings per share, and free cash flow. The company has also raised its full-year guidance for operating income and EPS, although it maintained its revenue outlook. In a significant business development, CrowdStrike, in partnership with GuidePoint Security, has surpassed $1 billion in total sales, marking a milestone in the cybersecurity sector. This achievement highlights the growing demand for advanced cybersecurity solutions and positions CrowdStrike as the first independent software vendor in the industry to reach this level of sales with a single partner.

Analysts have been active in assessing CrowdStrike’s stock, with BMO Capital raising its price target to $500 and maintaining an Outperform rating, citing strong quarterly performance and a comprehensive security portfolio. Similarly, Piper Sandler increased its price target to $505, maintaining an Overweight rating, and highlighted the company’s growth prospects and improved forward-looking metrics. However, Bernstein SocGen Group downgraded the stock from Outperform to Market Perform, noting concerns about the high valuation despite recognizing CrowdStrike’s potential for growth. Cantor Fitzgerald maintained an Overweight rating with a $475 price target, expressing confidence in the company’s continued platform adoption and innovation. These developments reflect a mixed analyst outlook, with some expressing optimism about CrowdStrike’s future performance while others remain cautious due to valuation concerns.

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