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AUSTIN - CrowdStrike (NASDAQ:CRWD), the cybersecurity powerhouse with a market capitalization of $111.39 billion and impressive 68% return over the past year, announced new security partnerships with Amazon Web Services, Intel, Meta, NVIDIA, and Salesforce aimed at protecting enterprise artificial intelligence systems, according to a press release issued Monday at the company’s Fal.Con 2025 event in Las Vegas. InvestingPro data shows the company maintains a healthy 74.16% gross profit margin while delivering 23.46% revenue growth.
The cybersecurity firm is expanding its Falcon platform to address emerging vulnerabilities in AI infrastructure, including model theft, data poisoning, agent manipulation, and cloud workload hijacking. Operating with a moderate debt-to-equity ratio of 0.22, CrowdStrike maintains strong financial flexibility to support its expansion initiatives.
The collaborations include securing the cloud AI lifecycle with AWS through integrations in Amazon SageMaker and Amazon Bedrock; protecting data using Falcon Data Protection on Intel NPU technology; launching CyberSOCEval benchmarks with Meta to evaluate AI performance in security operations; securing AI lifecycle management with NVIDIA; and integrating Falcon Shield into Salesforce Security Center.
"Securing AI is not just about technology—it’s about securing the full ecosystem where AI is built, deployed, and used," said Daniel Bernard, chief business officer at CrowdStrike, in the statement.
The initiative focuses on protecting environments where AI models operate, preventing sensitive data exfiltration from endpoints and cloud workloads, identifying unauthorized AI applications, and securing AI agents across software-as-a-service platforms.
CrowdStrike’s approach targets protection across multiple points in the AI ecosystem, including cloud environments where models are built, endpoints where adoption occurs, and platforms where autonomous agents operate.
The company’s stock trades on the Nasdaq under the ticker CRWD. According to InvestingPro analysis, the stock currently trades above its Fair Value, with 38 analysts recently revising their earnings expectations upward. For deeper insights into CrowdStrike’s financial health and growth prospects, investors can access the comprehensive Pro Research Report, available exclusively on InvestingPro, which covers over 1,400 top US stocks.
In other recent news, CrowdStrike reported strong second-quarter results with a net new annual recurring revenue (NNARR) of $221 million, marking a 1% increase from the previous year. Despite this growth, UBS lowered its price target for CrowdStrike to $500 due to the NNARR being near the low end of expectations, though it maintained a Buy rating. Meanwhile, Truist Securities also reiterated its Buy rating and maintained a $500 price target, expressing optimism about the company’s potential for significant revenue growth in the second half of fiscal 2026. TD Cowen echoed this sentiment, maintaining its Buy rating and $500 price target, highlighting the company’s solid performance. Additionally, CrowdStrike and Meta have introduced CyberSOCEval, a new suite of benchmarks designed to evaluate artificial intelligence systems in cybersecurity, announced at the Fal.Con 2025 event. This initiative aims to set standards for selecting large language models for security operations centers. These developments reflect ongoing interest and activity around CrowdStrike’s offerings and future growth prospects.
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