$CrowdStrike Holdings, Inc.(CRWD)$ 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
Palantir Rebound: Markets Still Not Buy the Selloff?
Palantir rebounds after the ARK sale. On Tuesday, the ARKW ETF offloaded 45,690 shares of Palantir Technologies Inc. through the ARK Innovation ETF, with a value of about $6 million. How do you view ARK's sale? What's your target price for Palantir? Have you bought the dip?
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