NeutralCRWDCrowdStrikeCrowdStrikeAMZNAmazonAmazonNVDANVIDIANVIDIA

2d ago on

$CRWD CrowdStrike: AI Detection and Response Grows 79x as NVIDIA Partnership Expands AI Agent Security. CrowdStrike expanded its collaboration with NVIDIA, integrating Falcon Guardian with NVIDIA OpenShell to protect AI agents across applications and infrastructure. Planned integration with NVIDIA Sentry and BlueField-4 will extend security enforcement to the hardware level, enabling deeper threat detection and containment. AI Detection and Response grew more than 79x in just three quarters following launch, highlighting accelerating enterprise demand for AI security. CrowdStrike was named a Leader in IDC MarketScape's 2026 Modern Endpoint Security assessment, recognizing its AI security capabilities and large-scale threat telemetry. CrowdStrike expanded its cybersecurity startup accelerator with AWS and NVIDIA, providing access to Falcon APIs, technical support, and Marketplace distribution. AI security is becoming an increasingly important growth opportunity for CrowdStrike, extending Falcon's reach beyond traditional endpoint protection.

CRWDCrowdStrikeBearishCrowdStrikeADBEAdobeBullishAdobeAMZNAmazonBullishAmazonAPPAppLovinBullishAppLovinGOOGLAlphabetBullishAlphabetMSFTMicrosoftBullishMicrosoftORCLOracleBullishOracleTDCTeradataBullishTeradataZMZoom Communications, Inc.BullishZoom Communications, Inc.AXONAxon EnterpriseNeutralAxon EnterpriseFICOFair IsaacNeutralFair IsaacNOWServiceNow, Inc.NeutralServiceNow, Inc.FROGJFrogBearishJFrogNETCloudflareBearishCloudflarePANWPalo Alto NetworksBearishPalo Alto NetworksPLTRPalantirBearishPalantirRBRKRubrikBearishRubrikSNOWSnowflakeBearishSnowflake

3d ago on

SaaS Stocks with a Rule of 40 Score in comparison to valuation by Forward EV/S multiple. Rule of 40 balances revenue growth and profitability, using to compare companies at different stages of growth. EV/S multiple reflect only revenue expectations. Combining both metrics, you can understand how much investors are paying for high-quality growth. A company with >40% threshold - combining healthy growth with solid profitability. Undervalued: $ZM $GOOGL $ORCL $APP $MSFT $ADBE $AMZN $TDC Fairly valued: $AXON $NOW $FICO Overvalued: $PLTR $NET $CRWD $PANW $FROG $RBRK $SNOW For this ranking, I combined GAAP EBITDA Margin (TTM) with analyst-estimated NTM revenue growth. Selection criteria: software companies with >50% of revenue from subscriptions, EV >$1 billion, and GM >40%.

NeutralCRWDCrowdStrikeCrowdStrikeAPPAppLovinAppLovinAXONAxon EnterpriseAxon EnterpriseDDOGDatadogDatadogDOCNDigitalOcean HoldingsDigitalOcean HoldingsFIGFigmaFigmaGOOGAlphabetAlphabetGOOGLAlphabetAlphabetIOTSamsaraSamsaraNETCloudflareCloudflareORCLOracleOraclePANWPalo Alto NetworksPalo Alto NetworksPLTRPalantirPalantirSHOPShopifyShopifySNOWSnowflakeSnowflakeZETAZeta Global HoldingsZeta Global Holdings

3d ago on

Fastest-Growing SaaS and Software Companies by Analyst-Estimated NTM Revenue Growth $PLTR Palantir: +62.3% $DOCN DigitalOcean: +53.8% $ORCL Oracle: +37.6% $SNOW Snowflake: +32.0% $AXON Axon: +31.4% $SHOP Shopify: +27.7% $GOOGL Alphabet: +27.3% $NET Cloudflare: +26.7% $APP AppLovin: +25.9% $ZETA Zeta Global: +24.5% $PANW Palo Alto: +23.4% $CRWD CrowdStrike: +23.3% $FIG Figma: +23.1% $DDOG Datadog: +22.0% $IOT Samsara: +20.9%

CRWDCrowdStrikeNeutralCrowdStrikeDOCNDigitalOcean HoldingsBullishDigitalOcean HoldingsORCLOracleBullishOracleZETAZeta Global HoldingsBullishZeta Global HoldingsNETCloudflareNeutralCloudflarePLTRPalantirNeutralPalantir

4d ago on

Which SaaS Stocks Offer the Most Growth per Unit of EV/GP? Forward NTM revenue growth estimates matter because investors are paying for future growth rather than historical performance. Gross profit margin adds product efficiency to this comparison. A high gross profit margin indicates a strong competitive position and efficient product economics. Combining both metrics helps show how much investors are paying for high-quality and efficient growth. 🟢Undervalued: $ORCL Oracle estimated +36.7% NTM revenue growth and a Forward EV/GP multiple at 10.8x. $ZETA Zeta Global also below the trendline, with +24.5% est growth and 8.1x multiple. $DOCN DigitalOcean trades at 17.5x multiple, with +53.8% est growth. 🟡Premium valuations: $NET Cloudflare trades at 50.7x Forward EV/GP with 26.7% NTM growth, $CRWD CrowdStrike at 53.8x with 23.3% NTM growth. $PLTR Palantir - the highest 62.3% NTM growth and highest valuation 62.9x. I also include Operating Margin data in the chart. Companies with a high positive operating margin are usually valued higher than companies with a negative operating margin. Selection criteria: software companies with >50% of revenue from subscriptions, EV >$1 billion, and GM >40%.