World state
Created initial world state v1 for CRWD.
{
"state_version": "v1",
"event_risk_level": "medium"
}Persisted session
Session 1dd112f7-e751-4328-b140-284af9dc0c83
Ticker
CRWD
As of date
Latest available context
State version
v1
Market state
4 fields
Fundamental state
5 fields
Event state
4 fields
Peer state
1 fields
{
"security": {
"ticker": "CRWD",
"as_of_date": null
},
"market_state": {
"last_snapshot": [
{
"name": "CrowdStrike Holdings, Inc. Class A Common Stock",
"type": "stocks",
"ticker": "CRWD",
"session": {
"low": 246.51,
"high": 256.19,
"open": 248.91,
"vwap": 252.3573,
"close": 252.43,
"price": 252.8,
"change": 0.67,
"volume": 2649449,
"last_updated": 1790607574287206400,
"change_percent": 0.266,
"decimal_volume": "2649449.693913",
"previous_close": 252.13,
"late_trading_change": 0.448,
"early_trading_change": -3.17,
"regular_trading_change": 0.67,
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"regular_trading_change_percent": 0.266
},
"last_trade": {
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"exchange": 4,
"timeframe": "DELAYED",
"conditions": [
37
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"last_minute": {
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"volume": 9510,
"last_updated": 1790607574287206400,
"transactions": 363,
"decimal_volume": "9510.745750"
},
"market_status": "open"
}
],
"trend_profile": "unknown",
"liquidity_regime": "unknown",
"volatility_profile": "unknown"
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},
"quality_profile": "unknown",
"valuation_profile": "unknown"
},
"event_state": {
"news_count": 5,
"top_headlines": [
{
"title": "Stock Market Today, Sept. 24: BlackBerry Lifts Fiscal 2027 Guidance on Record QNX Revenue",
"sentiment": [
{
"ticker": "BB",
"sentiment": "positive",
"sentiment_reasoning": "Strong Q2 earnings beat with 26% revenue and 81% EBITDA growth, raised full-year guidance, record QNX revenue with 27% growth, and expansion into high-growth markets like autonomous vehicles and robotics. However, valuation at 46x forward earnings is noted as a concern."
},
{
"ticker": "PANW",
"sentiment": "neutral",
"sentiment_reasoning": "Closed down 0.86% as a sector rival in cybersecurity and embedded software. Mentioned as a comparable company but no specific news or performance drivers discussed."
},
{
"ticker": "CRWD",
"sentiment": "neutral",
"sentiment_reasoning": "Closed down 1.07% as a sector rival in cybersecurity. Recent AI-security updates and guidance kept the group in focus, but no specific positive or negative catalysts mentioned for this company."
}
],
"published_utc": "2026-09-24T21:07:12Z"
},
{
"title": "CrowdStrike vs. Figma: Which Technology Stock Is a Better Buy in 2026?",
"sentiment": [
{
"ticker": "CRWD",
"sentiment": "positive",
"sentiment_reasoning": "Strong revenue growth (21.7%), substantial free cash flow ($1.3B), low debt-to-equity ratio (0.2x), market leadership as second-largest cybersecurity stock, and positioning in AI security infrastructure. Despite July 2024 incident and premium valuation, fundamentals support growth investor appeal."
},
{
"ticker": "FIG",
"sentiment": "neutral",
"sentiment_reasoning": "Impressive 41% revenue growth and strong current ratio (2.6x), but offset by massive net losses ($1.3B) and negative net margin (-118.4%). Faces existential threat from frontier AI models disrupting core design workflow. Lower valuation (10.5x P/S) reflects uncertainty about monetization model sustainability."
},
{
"ticker": "AMZN",
"sentiment": "neutral",
"sentiment_reasoning": "Mentioned as critical infrastructure dependency for CrowdStrike's Falcon platform delivery. No direct analysis provided; neutral mention of operational reliance."
},
{
"ticker": "ADBE",
"sentiment": "neutral",
"sentiment_reasoning": "Identified as a competitor to Figma in the design software space. No detailed analysis; mentioned as competitive threat."
},
{
"ticker": "PANW",
"sentiment": "neutral",
"sentiment_reasoning": "Referenced as the largest cybersecurity stock by market cap ($320B). Mentioned for context only without sentiment analysis."
}
],
"published_utc": "2026-09-24T14:30:01Z"
},
{
"title": "Is CrowdStrike (CRWD) a Buy as Wall Street Analysts Look Optimistic?",
"sentiment": [
{
"ticker": "CRWD",
"sentiment": "negative",
"sentiment_reasoning": "Despite 34 Strong Buy and 3 Buy recommendations from 51 brokerage firms, CrowdStrike received a Zacks Rank #4 (Sell) rating. The consensus earnings estimate declined 67% over the past month, indicating significant analyst pessimism about near-term earnings prospects. This divergence between bullish brokerage recommendations and negative earnings estimate revisions suggests the stock may underperform in the near term."
}
],
"published_utc": "2026-09-23T13:30:03Z"
}
],
"raw_news_items": [
{
"id": "eac40857bd6f2d3f29d07be0addb4c08096167802c44f6e556f2e11a20955202",
"title": "Stock Market Today, Sept. 24: BlackBerry Lifts Fiscal 2027 Guidance on Record QNX Revenue",
"author": "Josh Kohn-Lindquist",
"tickers": [
"BB",
"PANW",
"CRWD"
],
"insights": [
{
"ticker": "BB",
"sentiment": "positive",
"sentiment_reasoning": "Strong Q2 earnings beat with 26% revenue and 81% EBITDA growth, raised full-year guidance, record QNX revenue with 27% growth, and expansion into high-growth markets like autonomous vehicles and robotics. However, valuation at 46x forward earnings is noted as a concern."
},
{
"ticker": "PANW",
"sentiment": "neutral",
"sentiment_reasoning": "Closed down 0.86% as a sector rival in cybersecurity and embedded software. Mentioned as a comparable company but no specific news or performance drivers discussed."
},
{
"ticker": "CRWD",
"sentiment": "neutral",
"sentiment_reasoning": "Closed down 1.07% as a sector rival in cybersecurity. Recent AI-security updates and guidance kept the group in focus, but no specific positive or negative catalysts mentioned for this company."
}
],
"keywords": [
"BlackBerry",
"QNX",
"Q2 earnings",
"guidance raise",
"automotive software",
"cybersecurity",
"embedded systems",
"autonomous vehicles",
"robotics"
],
"image_url": "https://g.foolcdn.com/image/?url=https%3A%2F%2Fcdn.content.foolcdn.com%2Fimages%2F1umn9qeh%2Fproduction%2F77da40e1441423dea3c02d00c83ecbebd96a733e-1401x1250.png%3Fw%3D800%26q%3D75%26fit%3Dmax%26auto%3Dformat&w=1200&op=resize",
"publisher": {
"name": "The Motley Fool",
"logo_url": "https://s3.massive.com/public/assets/news/logos/themotleyfool.svg",
"favicon_url": "https://s3.massive.com/public/assets/news/favicons/themotleyfool.ico",
"homepage_url": "https://www.fool.com/"
},
"article_url": "https://www.fool.com/coverage/stock-market-today/2026/09/24/stock-market-today-sept-24-blackberry-lifts-fiscal-2027-guidance-on-record-qnx-revenue/?source=iedfolrf0000001",
"description": "BlackBerry (BB) surged 4.18% after beating Q2 earnings expectations with 26% revenue growth and 81% adjusted EBITDA growth, while lifting full-year fiscal 2027 guidance. The company's QNX unit achieved 27% sales growth and is expanding beyond automotive into autonomous vehicles, robotics, and AI applications. However, the analyst notes caution at the current 46x forward earnings valuation.",
"published_utc": "2026-09-24T21:07:12Z"
},
{
"id": "df63e93d1b1a77adc31721da681bef9a3a783509dc08aadaf8b8910d6d13d674",
"title": "CrowdStrike vs. Figma: Which Technology Stock Is a Better Buy in 2026?",
"author": "Jake Lerch",
"tickers": [
"CRWD",
"FIG",
"AMZN",
"ADBE",
"PANW"
],
"insights": [
{
"ticker": "CRWD",
"sentiment": "positive",
"sentiment_reasoning": "Strong revenue growth (21.7%), substantial free cash flow ($1.3B), low debt-to-equity ratio (0.2x), market leadership as second-largest cybersecurity stock, and positioning in AI security infrastructure. Despite July 2024 incident and premium valuation, fundamentals support growth investor appeal."
},
{
"ticker": "FIG",
"sentiment": "neutral",
"sentiment_reasoning": "Impressive 41% revenue growth and strong current ratio (2.6x), but offset by massive net losses ($1.3B) and negative net margin (-118.4%). Faces existential threat from frontier AI models disrupting core design workflow. Lower valuation (10.5x P/S) reflects uncertainty about monetization model sustainability."
},
{
"ticker": "AMZN",
"sentiment": "neutral",
"sentiment_reasoning": "Mentioned as critical infrastructure dependency for CrowdStrike's Falcon platform delivery. No direct analysis provided; neutral mention of operational reliance."
},
{
"ticker": "ADBE",
"sentiment": "neutral",
"sentiment_reasoning": "Identified as a competitor to Figma in the design software space. No detailed analysis; mentioned as competitive threat."
},
{
"ticker": "PANW",
"sentiment": "neutral",
"sentiment_reasoning": "Referenced as the largest cybersecurity stock by market cap ($320B). Mentioned for context only without sentiment analysis."
}
],
"keywords": [
"cybersecurity",
"cloud-native platform",
"collaborative design",
"valuation comparison",
"AI integration",
"enterprise software",
"free cash flow",
"net losses"
],
"image_url": "https://g.foolcdn.com/image/?url=https%3A%2F%2Fcdn.content.foolcdn.com%2Fimages%2F1umn9qeh%2Fproduction%2F232304ef0caa6d6d9809b270afde92b613c990f1-1200x800.png%3Fw%3D800%26q%3D75%26fit%3Dmax%26auto%3Dformat&w=1200&op=resize",
"publisher": {
"name": "The Motley Fool",
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"favicon_url": "https://s3.massive.com/public/assets/news/favicons/themotleyfool.ico",
"homepage_url": "https://www.fool.com/"
},
"article_url": "https://www.fool.com/coverage/better-buy/2026/09/24/crowdstrike-vs-figma-which-technology-stock-is-a-better-buy-in-2026/?source=iedfolrf0000001",
"description": "The article compares two high-growth tech stocks: CrowdStrike, a cloud-native cybersecurity leader with $4.8B revenue and strong free cash flow but trading at a 50.3x P/S ratio, versus Figma, a collaborative design platform with 41% revenue growth but significant losses and a 10.5x P/S ratio. CrowdStrike is recommended for growth-oriented investors due to solid fundamentals, while Figma faces risks from frontier AI models disrupting its core design workflow.",
"published_utc": "2026-09-24T14:30:01Z"
},
{
"id": "0c653f8a6d90b6088b2bcecec2104a5bcc5a9ae72a9ce425f6a2b8c8caf4248d",
"title": "Is CrowdStrike (CRWD) a Buy as Wall Street Analysts Look Optimistic?",
"author": "Zacks.Com",
"tickers": [
"CRWD"
],
"insights": [
{
"ticker": "CRWD",
"sentiment": "negative",
"sentiment_reasoning": "Despite 34 Strong Buy and 3 Buy recommendations from 51 brokerage firms, CrowdStrike received a Zacks Rank #4 (Sell) rating. The consensus earnings estimate declined 67% over the past month, indicating significant analyst pessimism about near-term earnings prospects. This divergence between bullish brokerage recommendations and negative earnings estimate revisions suggests the stock may underperform in the near term."
}
],
"keywords": [
"CrowdStrike",
"analyst recommendations",
"earnings estimates",
"Zacks Rank",
"stock rating",
"brokerage bias"
],
"image_url": "https://staticx-tuner.zacks.com/images/default_article_images/default71.jpg",
"publisher": {
"name": "Zacks Investment Research",
"logo_url": "https://s3.massive.com/public/assets/news/logos/zacks.png",
"favicon_url": "https://s3.massive.com/public/assets/news/favicons/zacks.ico",
"homepage_url": "https://www.zacks.com/"
},
"article_url": "https://www.zacks.com/stock/news/2994326/is-crowdstrike-crwd-a-buy-as-wall-street-analysts-look-optimistic?cid=CS-ZC-FT-fundamental_analysis|average_broker_rating-2994326",
"description": "While Wall Street analysts maintain a bullish stance on CrowdStrike with an average brokerage recommendation of 1.69 (Strong Buy), the article cautions investors against relying solely on these recommendations. The Zacks Rank system assigns CrowdStrike a #4 (Sell) rating due to a 67% decline in consensus earnings estimates over the past month, suggesting analysts' growing pessimism about the company's earnings prospects despite positive brokerage recommendations.",
"published_utc": "2026-09-23T13:30:03Z"
},
{
"id": "d032dd805464b517b913cc6844d6e91a0113f7d91f17198bffa34ef393ff5525",
"title": "BlackBerry Expands SDV Reach With Alloy Kore Design Win",
"author": "Na",
"tickers": [
"BB",
"CRWD",
"APTV"
],
"insights": [
{
"ticker": "BB",
"sentiment": "positive",
"sentiment_reasoning": "First design win for Alloy Kore with major OEM partnership (Coretura), expected to increase software content per vehicle and support backlog growth. Stock has surged 166.9% in past six months. Strong positioning in SDV market with expanding platform strategy."
},
{
"ticker": "CRWD",
"sentiment": "neutral",
"sentiment_reasoning": "Mentioned as a competitor with sustained cybersecurity demand and record net new ARR, but fiscal 2027 revenue growth expected to be below hypergrowth years with elevated operating expenses."
},
{
"ticker": "APTV",
"sentiment": "positive",
"sentiment_reasoning": "Strong performance with 3% adjusted revenue growth, 22.4% adjusted EBITDA margin, and non-automotive revenue growth of 12%. Secured first commercial robotics award and drone program with $500M+ lifetime revenue potential."
}
],
"keywords": [
"software-defined vehicles",
"Alloy Kore",
"QNX",
"commercial vehicles",
"design win",
"high-performance computing"
],
"image_url": "https://staticx-tuner.zacks.com/images/articles/main/7f/211.jpg",
"publisher": {
"name": "Zacks Investment Research",
"logo_url": "https://s3.massive.com/public/assets/news/logos/zacks.png",
"favicon_url": "https://s3.massive.com/public/assets/news/favicons/zacks.ico",
"homepage_url": "https://www.zacks.com/"
},
"article_url": "https://www.zacks.com/stock/news/2994234/blackberry-expands-sdv-reach-with-alloy-kore-design-win?cid=CS-ZC-FT-analyst_blog|quick_take-2994234",
"description": "BlackBerry's QNX division announced that Coretura, an SDV platform company founded by Daimler Truck and Volvo Group, has selected Alloy Kore as the foundational software layer for its next-generation software-defined commercial vehicles. This marks the first design win for Alloy Kore and is expected to increase software content per vehicle and support backlog growth. BlackBerry projects Q2 QNX revenue of $70-75 million with adjusted EBITDA of $16-21 million.",
"published_utc": "2026-09-23T13:03:00Z"
},
{
"id": "ab2031a93290665b4816ec6f6fab3106b8ac4a0ab584161b200b08d1b2dd40e6",
"title": "Where Will SentinelOne (S) Stock Be in 3 Years?",
"author": "Leo Sun",
"tickers": [
"S",
"PANW",
"CRWD"
],
"insights": [
{
"ticker": "S",
"sentiment": "negative",
"sentiment_reasoning": "Stock trades significantly below IPO price and all-time high; hypergrowth phase has ended with decelerating revenue growth (20-21% expected); facing intense competition from larger cybersecurity firms; declining net revenue retention among enterprise customers (115% to 109%); not expected to achieve profitability within three years; valuation at 6.9x sales is not compelling."
},
{
"ticker": "PANW",
"sentiment": "positive",
"sentiment_reasoning": "Identified as a larger competitor successfully integrating AI-powered tools into endpoint security platforms, gaining market share from smaller competitors like SentinelOne."
},
{
"ticker": "CRWD",
"sentiment": "positive",
"sentiment_reasoning": "Identified as a larger competitor successfully integrating AI-powered tools into endpoint security platforms, gaining market share from smaller competitors like SentinelOne."
}
],
"keywords": [
"cybersecurity",
"AI-powered security",
"endpoint detection and response",
"enterprise customers",
"revenue growth deceleration",
"competitive pressure",
"net revenue retention"
],
"image_url": "https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F888243%2Fa-digital-padlock-cybersecurity.jpg&w=1200&op=resize",
"publisher": {
"name": "The Motley Fool",
"logo_url": "https://s3.massive.com/public/assets/news/logos/themotleyfool.svg",
"favicon_url": "https://s3.massive.com/public/assets/news/favicons/themotleyfool.ico",
"homepage_url": "https://www.fool.com/"
},
"article_url": "https://www.fool.com/investing/2026/09/22/where-will-ai-cybersecurity-stock-be-in-3-years/?source=iedfolrf0000001",
"description": "SentinelOne, an AI-powered cybersecurity company, has seen its stock decline from a 2021 high of $76.30 to around $24, trading below its $35 IPO price. While revenue grew from $93M to $1B over five years, growth has decelerated to an expected 20-21% for fiscal 2027, signaling the end of hypergrowth days. The company faces intense competition from larger players like Palo Alto Networks and CrowdStrike, macro headwinds affecting enterprise spending, and declining net revenue retention among enterprise customers. Analysts project modest 18% revenue CAGR through 2029, with the stock potentially reaching $15.4B market cap (86% gain) within three years if current trends hold, but remaining well below its all-time high.",
"published_utc": "2026-09-22T16:30:00Z"
}
],
"event_risk_level": "medium"
},
"peer_state": {
"peer_set_ready": false
},
"state_version": "v1"
}No actions yet.
No claims yet.
Initialized session for CRWD with 5 news items and 5 evidence rows.
{
"ticker": "CRWD",
"news_count": 5,
"evidence_count": 5
}Created initial world state v1 for CRWD.
{
"state_version": "v1",
"event_risk_level": "medium"
}