CrowdStrike (CRWD) is reinforcing its position in the cybersecurity sector by forging new AI-focused partnerships designed to support its ambition of becoming a comprehensive cybersecurity platform. Notably, in the second quarter of fiscal 2026, approximately 60% of CrowdStrike’s new business originated from partners, underlining the critical role of strategic alliances in the company’s growth trajectory. Recent partnerships with CoreWeave, EY, and NVIDIA particularly emphasize CrowdStrike’s commitment to securing AI workloads and enhancing real-time threat detection across various environments.
The partnership with CoreWeave, announced recently, integrates CrowdStrike’s Falcon security within CoreWeave’s AI cloud, which significantly broadens CrowdStrike’s footprint in real-world AI production environments. This collaboration aims to safeguard the entire AI ecosystem, ensuring protection for AI models throughout their lifecycle—from development to deployment.
In another significant development, EY selected CrowdStrike’s Falcon Next-Gen Security Information and Event Management (SIEM) as the foundation for its global managed services, enabling enterprises to transition from outdated SIEM tools. This strategic move is poised to bolster CrowdStrike’s Next-Gen SIEM business, which has already seen remarkable growth, with annual recurring revenues soaring more than 95% year-over-year to exceed $430 million, aided by quicker onboarding processes and reduced data costs.
Furthermore, the announcement of a partnership with NVIDIA in October 2025 marks an expansion into agentic AI. Together, the companies plan to deliver continuously learning AI agents capable of real-time threat detection across cloud, data center, and edge environments. This initiative aligns with CrowdStrike’s advancements in its Charlotte AI platform, which reported over 85% growth from the previous quarter as customers increasingly utilized its automated Security Operations Center (SOC) features.
These partnerships collectively support CrowdStrike’s aggressive platform strategy and could significantly enhance the adoption of its services across the AI landscape. Such developments are crucial as the Zacks Consensus Estimate forecasts a 21% year-over-year revenue increase for both fiscal 2026 and 2027 for CrowdStrike.
Competitive Landscape: How Others Fare Against CRWD
CrowdStrike’s ascension in the cybersecurity realm is not without competition. Key players such as Palo Alto Networks (PANW) and Okta Inc. (OKTA) are also vying for market dominance through strategic acquisitions aimed at platform expansion and AI innovation. For instance, Palo Alto Networks is pursuing an acquisition of CyberArk Software, which would enhance its capabilities in identity-driven threat protection—a segment where the company currently lags. This integration would allow Palo Alto Networks to offer a more cohesive platform that spans cloud, endpoint, network, and identity security.
On the other hand, Okta recently finalized its acquisition of Axiom Security in September 2025, thereby enhancing its suite of tools for privileged access management. This addition is anticipated to empower customers in effectively managing access to sensitive cloud, SaaS, and database systems.
Financial Performance and Future Outlook
From a financial standpoint, CrowdStrike shares have demonstrated a robust performance, rising 43.4% year-to-date, significantly outperforming the Zacks Security industry, which has grown by 11.2%. However, CrowdStrike’s current forward price-to-sales ratio stands at 21.97, markedly higher than the industry average of 11.97. Analysts project a year-over-year decline in earnings of 6.6% for fiscal 2026, with a rebound anticipated in fiscal 2027, predicting a growth of 29.3%. Notably, these earnings estimates have remained stable over the past two months.
Currently, CrowdStrike holds a Zacks Rank of #1 (Strong Buy), reflecting positive analyst sentiment regarding its growth prospects and strategic initiatives. As the cybersecurity landscape continues to evolve, CrowdStrike’s proactive approach in securing its position through innovative partnerships and technological advancements looks promising for sustained growth in the future.
See also
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