Key Points CrowdStrike's latest quarterly results featured impressive double-digit revenue growth and a swing to GAAP profitability. The company's annual recurring revenue grew 24% year over year to $5.25 billion. An unforgiving valuation and a fiercely competitive market remain threats to the bull case. 10 stocks we like better than CrowdStrike › Cybersecurity specialist CrowdStrike (NASDAQ: CRWD...
Key Points CrowdStrike's latest quarterly results featured impressive double-digit revenue growth and a swing to GAAP profitability. The company's annual recurring revenue grew 24% year over year to $5.25 billion. An unforgiving valuation and a fiercely competitive market remain threats to the bull case. 10 stocks we like better than CrowdStrike › Cybersecurity specialist CrowdStrike (NASDAQ: CRWD) has had a very strong week, with shares rising about 12% since late February. The gain has been, in part, fueled by a strong fiscal fourth-quarter earnings report. The company, which operates a massive cybersecurity platform that protects endpoints, cloud workloads, and identity, posted revenue and adjusted earnings per share that both exceeded consensus analyst estimates. In addition, the company provided an upbeat outlook. But investors should think twice before they race to buy shares of the cybersecurity stock. It's still risky -- maybe too risky. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Strong top-line momentum Overall, CrowdStrike's fiscal fourth quarter of 2026 (ended Jan. 31, 2026) was exceptional. Starting with its top line, revenue grew 23% year over year to $1.31 billion in fiscal Q4, up from 22% growth in fiscal Q3. Zooming out to its full-year fiscal 2026 results, they were also impressive. The company delivered 22% revenue growth. Driving the quarter, the company's annual recurring revenue (ARR), which represents the annualized value of its subscription contracts (assuming any contract expiring over the next 12 months is renewed on existing terms) grew 24% year over year to $5.25 billion in the fourth quarter, of which a record $331 million was net new ARR. Highlighting how entrenched its customers are, 50% were using six or more of its modules, 34% were using seven or more, and 24%...
The Pentagon’s decision also threatens to slow broader efforts to accelerate adoption of AI across the US military. Until recently, Anthropic provided the only AI system that could operate in the Pentagon’s classified cloud, and its Claude Gov tool has become a favored option among defense personnel for its ease of use. Even so, the designation means the company has to stop working with Palantir T...
The Pentagon’s decision also threatens to slow broader efforts to accelerate adoption of AI across the US military. Until recently, Anthropic provided the only AI system that could operate in the Pentagon’s classified cloud, and its Claude Gov tool has become a favored option among defense personnel for its ease of use. Even so, the designation means the company has to stop working with Palantir Technologies Inc., another military contractor. That includes Palantir’s use of Anthropic’s Claude in the digital mission control platform known as Maven Smart System, which has been deployed in the US military’s Iran campaign. That offers some reassurance for customers and investors who feared the company could lose the ability to do any business with companies that worked with the Pentagon. A Microsoft Corp. spokesperson said Thursday the company had concluded that it can continue to work with Anthropic on non-defense projects. Though Anthropic still plans to challenge the move, Amodei said that the statute invoked — section 3252 of the US law governing the armed forces — is narrowly tailored enough to keep it from affecting other Anthropic business that’s unrelated to specific Pentagon contracts. The decision culminated weeks of increasingly tense negotiations between Amodei and government officials over the US military’s access to Anthropic’s technology. Talks broke down last week after the company demanded assurances that its AI wouldn’t be used for mass surveillance of Americans or autonomous weapons deployment, prompting Defense Secretary Pete Hegseth to threaten the company with the supply-chain risk designation. Defense officials had notified the company on Wednesday of the supply-chain designation, Amodei said in his post. The move puts at risk the firm’s $200 million contract to provide the Pentagon with classified AI tools, and could bar Anthropic from partnering with other companies on their defense work. “We do not believe this action is legally sound, and we s...
Anthropic CEO Dario Amodei said Thursday that the AI company has “no choice” but to legally challenge the Pentagon’s move to declare it a supply-chain risk.
Anthropic CEO Dario Amodei said Thursday that the AI company has “no choice” but to legally challenge the Pentagon’s move to declare it a supply-chain risk.
兩會｜倡積極參與國際組織 馬逢國：愈來愈多國家對中國有很大期望 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】全國人大香港團開會討論「十五五」規劃綱要草案，團長馬逢國指現時國際環境動盪，國家應該更積極參與國際組織...
兩會｜倡積極參與國際組織 馬逢國：愈來愈多國家對中國有很大期望 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】全國人大香港團開會討論「十五五」規劃綱要草案，團長馬逢國指現時國際環境動盪，國家應該更積極參與國際組織。 馬逢國：「我們要更積極參與國際組織，從中發揮中國可以發揮的影響力，比如是一些社團，包括聯合國，我們應該更積極主動。其實國際社會現時愈來愈多國家對中國有很大的期望，希望我們能扮演更積極的角色，締造世界和平。」
nevodka/iStock Editorial via Getty Images I'll start this article by addressing the elephant in the room. I don't think Mastercard ( MA ) will be disrupted. Of course, the Citrini report has some interesting points that will need to be monitored in the coming years, such as the issue of agents using other forms of payment. But the fundamentals still show the complete opposite of disruption, with h...
nevodka/iStock Editorial via Getty Images I'll start this article by addressing the elephant in the room. I don't think Mastercard ( MA ) will be disrupted. Of course, the Citrini report has some interesting points that will need to be monitored in the coming years, such as the issue of agents using other forms of payment. But the fundamentals still show the complete opposite of disruption, with healthy revenue growth, compounding EPS, etc. Therefore, I begin my coverage of MA stock with a buy rating. Mastercard Risks: The Scenario Is Really More Nebulous Regarding Citrini Research, it's a text that I really liked, and it really brings up some good points, but we have to remember that many parts are an exercise in speculation and not exactly an accurate prediction. Part of the fear that Mastercard will begin to see a loss of growth in 2027 is based on the assumption that in early 2027, “LLM usage had become default” and that many people would be using AI agents without even knowing it. Consequently, this AI agent would choose the most efficient and cheapest payment route, which would take market share away from Mastercard and Visa ( V ). In part, this even makes sense. Especially when thinking about B2B (or B2G) and automated payments, perhaps the largest companies will create AI agents to automate these payments/collections, and the faster and cheaper, the better. Indeed, if a Fortune 500 company can save 1% on payment fees, that is already something exceptional. So there really is a certain risk. In Mastercard's Q4 , the payment network grew 9%, and services grew 22% (constant currency). The payment network still seems too solid to lose growth to agents in the coming years, mainly because we are talking about a high volume of cross-border payments, besides the fact that most of it is consumer to business. But the services side may grow a little less with the strong adoption of agents by companies, because these consulting-related services, which help prevent fraud...
Shares of Grocery Outlet (GO 27.82%) plunged on Thursday after the discount grocery chain's quarterly results fell short of investors' expectations. By the close of trading, Grocery Outlet's stock price was down more than 27%. Sluggish sales Grocery Outlet's net sales rose by 10.7% year over year to $1.22 billion in its fiscal 2025 fourth quarter, which ended on Jan. 3. However, much of the gains ...
Shares of Grocery Outlet (GO 27.82%) plunged on Thursday after the discount grocery chain's quarterly results fell short of investors' expectations. By the close of trading, Grocery Outlet's stock price was down more than 27%. Sluggish sales Grocery Outlet's net sales rose by 10.7% year over year to $1.22 billion in its fiscal 2025 fourth quarter, which ended on Jan. 3. However, much of the gains were due to an additional week of sales during the quarter compared to the year-ago period. Comparable store sales decreased by 0.8% on a 13-week basis. "Consumer pressure intensified, federally funded benefits were delayed, and competition grew more promotional," CEO Jason Potter said in a press release. Expand NASDAQ : GO Grocery Outlet Today's Change ( -27.82 %) $ -2.44 Current Price $ 6.34 Key Data Points Market Cap $863M Day's Range $ 6.21 - $ 7.37 52wk Range $ 6.20 - $ 19.41 Volume 637K Avg Vol 2.5M Gross Margin 30.24 % Grocery Outlet posted an operating loss of $234.8 million, driven by impairment charges related to store closures. Restructuring plan Looking ahead, management expects comparable store sales to decrease by as much as 2% in fiscal 2026. Grocery Outlet plans to close 36 stores to stem the declines. The company ended the fourth quarter with 570 locations. "We're closing underperforming stores, reshaping our new store growth strategy, and reallocating resources to strengthen operating results and returns on capital," Potter said.
Key Points Restructuring costs dented Grocery Outlet's fourth-quarter results. The retailer is facing a host of macroeconomic challenges. 10 stocks we like better than Grocery Outlet › Shares of Grocery Outlet (NASDAQ: GO) plunged on Thursday after the discount grocery chain's quarterly results fell short of investors' expectations. By the close of trading, Grocery Outlet's stock price was down mo...
Key Points Restructuring costs dented Grocery Outlet's fourth-quarter results. The retailer is facing a host of macroeconomic challenges. 10 stocks we like better than Grocery Outlet › Shares of Grocery Outlet (NASDAQ: GO) plunged on Thursday after the discount grocery chain's quarterly results fell short of investors' expectations. By the close of trading, Grocery Outlet's stock price was down more than 27%. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Sluggish sales Grocery Outlet's net sales rose by 10.7% year over year to $1.22 billion in its fiscal 2025 fourth quarter, which ended on Jan. 3. However, much of the gains were due to an additional week of sales during the quarter compared to the year-ago period. Comparable store sales decreased by 0.8% on a 13-week basis. "Consumer pressure intensified, federally funded benefits were delayed, and competition grew more promotional," CEO Jason Potter said in a press release. Grocery Outlet posted an operating loss of $234.8 million, driven by impairment charges related to store closures. Restructuring plan Looking ahead, management expects comparable store sales to decrease by as much as 2% in fiscal 2026. Grocery Outlet plans to close 36 stores to stem the declines. The company ended the fourth quarter with 570 locations. "We're closing underperforming stores, reshaping our new store growth strategy, and reallocating resources to strengthen operating results and returns on capital," Potter said. Should you buy stock in Grocery Outlet right now? Before you buy stock in Grocery Outlet, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Grocery Outlet wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Co...
tadamichi/iStock via Getty Images The investment sales world loves to talk about the defensive benefit of holding different equity sectors and global markets. The pitch is that there’s always a bull market somewhere, so we can always be buying risk-on products. The US stock market is heavily concentrated (39%) in the top 10 most expensive companies today (dark blue bar below). No problem, we are u...
tadamichi/iStock via Getty Images The investment sales world loves to talk about the defensive benefit of holding different equity sectors and global markets. The pitch is that there’s always a bull market somewhere, so we can always be buying risk-on products. The US stock market is heavily concentrated (39%) in the top 10 most expensive companies today (dark blue bar below). No problem, we are urged to ‘diversify’ abroad. The trouble is that other global equity markets are nearly all more concentrated than the US (shown below, courtesy of ISABELNET.com). Moreover, today, inflated prices are global, with equity valuations at historic highs across all major markets (the 12-month forward price-to-equity multiple, shown below in orange, versus the median for each region over the past 20 years). In real life, correlations are strongly positive across global markets, particularly in sell-offs. Case in point, all major stock markets except Russia’s (MOEX) have been negative over the past week (in red below). Diversify this. Protecting capital from the downside of asset bubbles requires more than just different equity marketing wrappers. Crypto isn’t holding up; precious metals and credit are slipping, too. Cash-like equivalents and short- to medium-term individual Treasuries with fixed maturity dates are the most stable allocations - unfortunately, few people hold them in any meaningful weight. It’s tough to buy low when the masses are maxed out at all-time cycle highs, with little to no cash on hand for buying opportunities that come in bear markets. Poor risk management means the masses often bear capital risk without capturing the promised rewards. In the end, the house gets richer, and individuals end up losing over full market cycles. Rinse and repeat. Original Post Editor's Note: The summary bullets for this article were chosen by Seeking Alpha editors.
The US Justice Department on Thursday released additional Jeffrey Epstein files involving uncorroborated accusations made by a woman against US President Donald Trump that the department said had been mistakenly withheld during an earlier review. The department said last week that it was working to determine if any records were improperly withheld after several news organisations reported that the...
The US Justice Department on Thursday released additional Jeffrey Epstein files involving uncorroborated accusations made by a woman against US President Donald Trump that the department said had been mistakenly withheld during an earlier review. The department said last week that it was working to determine if any records were improperly withheld after several news organisations reported that the massive tranche of records that had been made public did not include some files documenting a series of interviews conducted in 2019 with a woman who made an allegation against Trump. The accuser was interviewed by the FBI four times as it sought to assess her account, but a summary of only one of those interviews had been included in the publicly released files. Advertisement On Thursday, the department said those files had been “incorrectly coded as duplicative”, and therefore were inadvertently not published along with other investigative documents related to the disgraced financier, who killed himself while awaiting trial on sex trafficking charges in 2019. “As we have consistently done, if any member of the public reported concerns with information in the library, the Department would review, make any corrections, and republish online,” the department said in a post on X. Advertisement Trump has consistently denied any wrongdoing in connection with Epstein. The department noted in January that some of the documents contain “untrue and sensationalist claims against President Trump that were submitted to the FBI right before the 2020 election”.