MF3d/E+ via Getty Images CrowdStrike ( CRWD ) is seeing material momentum for its AI-driven Falcon platform, which is critical for the cybersecurity company to escalate its annual recurring revenue/ARR growth in the years ahead. CrowdStrike also just beat estimates for both the top and the bottom line for its first fiscal quarter on June 3, 2026. Despite the strong double beat for the first quarte...
MF3d/E+ via Getty Images CrowdStrike ( CRWD ) is seeing material momentum for its AI-driven Falcon platform, which is critical for the cybersecurity company to escalate its annual recurring revenue/ARR growth in the years ahead. CrowdStrike also just beat estimates for both the top and the bottom line for its first fiscal quarter on June 3, 2026. Despite the strong double beat for the first quarter, as well as robust guidance for net new ARR in FY 2027, CrowdStrike's shares dipped as much as ~11% on Thursday, which was likely due to a desire for profit taking rather than serious concerns about CrowdStrike's business trajectory (CRWD ended the day only 4% lower, however). While I would not recommend buying shares at the current valuation level -- shares are trading at 25X forward revenues (not earnings!) -- CrowdStrike is a solid 'Hold' amid a strong ARR ramp and robust demand for its AI-driven cybersecurity services. Previous rating I recommended CrowdStrike as a 'Hold' in March, Unjustified SaaS Fears (Rating Upgrade) , because I felt that the market was overly pessimistic with respect to the impact of artificial intelligence on software businesses. While I have had issues with CrowdStrike's stretched valuation in the past, I do like the growth tailwind coming from its AI-supported Falcon platform that helps companies detect cybersecurity threats in real time. CrowdStrike beat estimates for Q1’27 CrowdStrike published better-than-expected top and bottom line results for the first fiscal quarter of FY 2027: the cybersecurity platform generated $1.10 per share in non-GAAP earnings vs. $1.07 per share expected. The top-line figure was published at $1.39B, beating the consensus estimate by $23M. Seeking Alpha Once again, key to CrowdStrike’s outperformance in the first fiscal quarter was strong adoption of its AI-supported cybersecurity platform Falcon, which offers consolidated protection across endpoints, cloud workloads, identity, and data. CrowdStrike's Falcon plat...
American Diversified Holdings ( ADHC ) on Monday announced its intention to separate the GlucoGuard operating division into an independent publicly traded company. As part of the proposed transaction, ADHC expects to distribute shares of the new company to eligible ADHC shareholders through a special stock dividend. Under the contemplated structure, shareholders of record as of a future record dat...
American Diversified Holdings ( ADHC ) on Monday announced its intention to separate the GlucoGuard operating division into an independent publicly traded company. As part of the proposed transaction, ADHC expects to distribute shares of the new company to eligible ADHC shareholders through a special stock dividend. Under the contemplated structure, shareholders of record as of a future record date, to be established in connection with the transaction, are expected to receive shares in the newly formed public company. ADHC currently anticipates that the ex-dividend date will occur on or about July 31, 2026. Additionally, GlucoGuard is in discussions with the FDA regarding its Breakthrough Device submission and believes its technology could address a key unmet need in preventing severe nocturnal hypoglycemia, including "Dead-in-Bed Syndrome. More on American Diversified Holdings Corporation Financial information for American Diversified Holdings Corporation
tupungato/iStock Editorial via Getty Images Anyone who follows the telecommunications industry knows that it can often be boiled down to a customer acquisition battle. The churn rate of customers is known to be a major concern for every telecommunications company, as many customers feel that the services are more or less interchangeable. The customer just wants to get the best plan at a price poin...
tupungato/iStock Editorial via Getty Images Anyone who follows the telecommunications industry knows that it can often be boiled down to a customer acquisition battle. The churn rate of customers is known to be a major concern for every telecommunications company, as many customers feel that the services are more or less interchangeable. The customer just wants to get the best plan at a price point that they can afford. A blog on IBM's website details why it is so critical that every telecom company work diligently to treat its customers well: The entire telecommunications industry is subject to potential churn if companies don’t treat their customers right. They need to provide exemplary network service and offer the latest technologies, but they also need to listen to their customers' needs. They can provide exemplary customer service by proactively communicating, listening to criticisms and complaints and providing simple-to-use tools to manage their accounts. Knowing this, the first question that I concerned myself with when examining T-Mobile ( TMUS ) as a stock was where the company stood in terms of customer acquisition and churn rates. Industry-Leading Customer Acquisition and Incredibly Low Churn Rates If you saw nothing else in the T-Mobile Q1 2026 earnings report , you would at least want to note that the company reported a net gain of 217,000 postpaid account additions. This was up 6% YoY, and the average revenue per postpaid account came in at $151.93 for a YoY increase of 3.9%. These figures meant that T-Mobile was once again the industry leader in postpaid net accounts added throughout the quarter. This distinction is certainly notable, but it was not the only good statistic to emerge from their earnings presentation. Rather, the company also noted a postpaid account churn rate of just 1.04% for the quarter as well. What I took from all of this is that many new customers are being enticed to open accounts with T-Mobile even if they may have previously...
ASML Holding N.V. (NASDAQ:ASML) is one of Billionaire Ken Fisher’s Latest Portfolio: 10 Best Stocks to Buy. Chip manufacturing equipment provider ASML Holding N.V. (NASDAQ:ASML) is one of the most consequential firms in the world. Its high-end EUV chip manufacturing machines are the only ones that allow firms to make the latest products. Consequently, ASML […]
ASML Holding N.V. (NASDAQ:ASML) is one of Billionaire Ken Fisher’s Latest Portfolio: 10 Best Stocks to Buy. Chip manufacturing equipment provider ASML Holding N.V. (NASDAQ:ASML) is one of the most consequential firms in the world. Its high-end EUV chip manufacturing machines are the only ones that allow firms to make the latest products. Consequently, ASML […]
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of Billionaire Ken Fisher’s Latest Portfolio: 10 Best Stocks to Buy. Contract chip manufacturing giant Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the most important companies in the world. It is the only foundry capable of manufacturing high-end chips at scale and with stable yields. […]
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of Billionaire Ken Fisher’s Latest Portfolio: 10 Best Stocks to Buy. Contract chip manufacturing giant Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the most important companies in the world. It is the only foundry capable of manufacturing high-end chips at scale and with stable yields. […]
According to a recent SEC filing , Nan Fung Group Holdings Ltd reduced its position in Oculis (NASDAQ:OCS) by 163,957 shares during the first quarter of 2026. The estimated value of the trade was $4.3 million, based on the quarter’s average closing price. Oculis Holding AG is a clinical-stage biopharmaceutical company developing novel topical therapies for ophthalmic and neuro-ophthalmic diseases....
According to a recent SEC filing , Nan Fung Group Holdings Ltd reduced its position in Oculis (NASDAQ:OCS) by 163,957 shares during the first quarter of 2026. The estimated value of the trade was $4.3 million, based on the quarter’s average closing price. Oculis Holding AG is a clinical-stage biopharmaceutical company developing novel topical therapies for ophthalmic and neuro-ophthalmic diseases. Nan Fung's Q1 trim of its Oculis stake looks less like a vote of no confidence and more like routine portfolio rebalancing. But the context around Oculis has grown considerably more complicated since the end of Q1. Continue reading