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@ShallowLoving 2 months ago

Motley Fool analysis on CrowdStrike and the AI security gap

Motley Fool analysis on CrowdStrike and the AI security gap

Interesting read on AI cybersecurity flying under the radar. IBM estimates the average cost of a data breach in 2025 was $4.4 million. They found 97% of organizations reported AI-related security incidents but lacked proper controls. CrowdStrike is the main focus here. Since they've been AI-native since 2011, they have a huge data advantage for training models compared to newer entrants. Gartner ranked them highest for endpoint effectiveness. Revenue is up 340% in five years with subscription revenue passing $1.1 billion last quarter. The stock trades at 26.7x projected sales, so it's a premium. Funny enough, despite the positive write-up, the Motley Fool notes CRWD didn't actually make their current top 10 buy list.
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