Aanchal Sugandh

Sat, Jun 21, 2025, 4:00 AM3 min read

CrowdStrike (CRWD) continues to ride the wave of soaring enterprise demand for artificial intelligence (AI)-native cybersecurity solutions, fueled by platform consolidation and the swift embrace of its Falcon Flex model. As businesses race to modernize security operations amid a rapidly evolving AI threat landscape, the company finds itself perfectly positioned.

On June 11, CrowdStrike’s shares surged 2% following the announcement that it would integrate its Falcon Cloud Security with Nvidia’s (NVDA) universal LLM NIM microservices and NeMo Safety. The collaboration delivers comprehensive protection for AI and over 100,000 large language models.

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With large language models moving into production, the risk of AI-related threats such as data poisoning, tampering, and sensitive data leaks is escalating. CrowdStrike’s Falcon platform pairs seamlessly with NVIDIA NIM, offering full lifecycle defense by monitoring runtime behavior and leveraging AI-driven detection and response.

CRWD stock hit a new 52-week high on June 17 and is trading less than 2% beneath it as of this writing. Its Nvidia alliance could serve as the next catalyst for upward momentum.

Based in Austin, Texas, CrowdStrike (CRWD) is a $120.9 billion cybersecurity leader, delivering cloud-native protection for endpoints, workloads, identities and data.

In the past 52 weeks, CRWD stock has climbed 24.6%.

On June 3, CrowdStrike reported its first-quarter earnings for fiscal 2026, delivering results that outpaced management’s expectations. Revenues climbed steadily to $1.1 billion, marking a 20% year-over-year jump and aligning neatly with the Street’s forecasts. This marked the third consecutive quarter where revenues surpassed the $1 billion threshold, a feat driven in large part by the Falcon Flex Subscription Model.

As of the quarter’s end, annual recurring revenue (ARR) stood at $4.44 billion, reflecting a 22% year-over-year rise. The engine behind this surge was Falcon Flex again, which added $774 million in total account value this quarter alone, swelling the cumulative deal value of Falcon Flex accounts to $3.2 billion.