$CrowdStrike Holdings, Inc.(CRWD)$ Q1 FY2026 results show solid revenue growth (+20% YoY) and ARR growth of 22% to support subscription-based strategy, but widening GAAP loss and declining gross margins reflect cost pressures.Q2 and full-year guidance, while maintaining 20%+ growth, is below market expectations, triggering valuation repricing risk.AI innovation and share buyback program boost confidence, but profitability and expense control will be the focus of the market in the near termPerformance and market feedbackRevenue and profit performance: Q1 total revenue of $1.103bn, +20% YoY, in line with LSEG's estimate of $1.10bn; non-GAAP EPS of $0.73 vs. $0.65 est. showing earnings resilience.However, GAAP net loss of $110m declined from year-ago ne
Nvidia Reclaims Top 1! A Bullish Dash to $150?
Nvidia surged and pushed its market capitalization back to a high of $3.45trillion, overtaking Microsoft as the most valuable company in the world. ---------- Has current stock price already priced in all the good news? How much upside is left? Will Nvidia hit an all time high and dash to $150?
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