{
  "id": 15726180,
  "title": "Not Palantir. Not Snowflake. This AI Software Stock Could Be the Biggest Winner of 2027.",
  "url": "https://urgent.news/2026/10/20/not-palantir-not-snowflake-this-ai-software-stock-could-be-the",
  "topic": "ai",
  "section": "AI",
  "published": "2026-10-20T09:32:00.000Z",
  "source": {
    "name": "Motley Fool",
    "slug": "motley-fool",
    "url": "https://www.fool.com/investing/2026/10/20/not-palantir-not-snowflake-this-ai-software-stock/?source=iedfolrf0000001"
  },
  "original_language": "en",
  "account": "In the artificial intelligence software landscape, Palantir Technologies (PLTR) and Snowflake (SNOW) have generated investor excitement. Palantir specializes in helping businesses and government agencies employ AI for data analysis and decision-making, while Snowflake's cloud-based data platform has gained traction due to the rising demand for data storage and management to support AI applications. However, another software company stands to gain significantly from the AI-driven market growth, despite not being primarily classified as an AI company.\n\nCrowdStrike (CRWD) is the second-largest cybersecurity firm, offering protection against digital threats to numerous organizations. As AI becomes increasingly integrated into various industries, the need for cybersecurity solutions capable of addressing AI-powered attacks is projected to be one of the most substantial growth opportunities in the technology sector. CrowdStrike's unique position in the AI landscape makes it an attractive prospect for investors.\n\nAnthropic's Claude Mythos model, a powerful AI system, excels at identifying software vulnerabilities that could be exploited by hackers to infiltrate computer networks. While this poses a challenge for companies attempting to bolster their defenses, it also highlights the potential threat posed by criminals who may gain access to advanced AI tools. Anthropic's Project Glasswing aims to help organizations identify and rectify vulnerabilities before attackers can exploit them, and CrowdStrike participates in this initiative.\n\nCrowdStrike has collaborated with Anthropic on Project Glasswing and has expanded its relationship with the company by adding its Falcon security platform to the Anthropic Claude Marketplace. Additionally, CrowdStrike joined Anthropic's Critical Infrastructure Defense Program, demonstrating its commitment to developing security solutions tailored to the evolving AI landscape.\n\nCrowdStrike's Falcon platform safeguards computers, servers, cloud applications, and other systems from cyberattacks. The software agents monitor device activity, while CrowdStrike's cloud-based technology analyzes data streams to detect suspicious behavior. This enables businesses and organizations to efficiently identify and respond to threats. The company has further enhanced Falcon by offering additional security services, such as identity protection, cloud workloads, threat intelligence, and AI applications. Customers can access these services through subscription modules, providing CrowdStrike with multiple avenues to increase revenue from existing relationships.\n\nAs businesses begin deploying AI agents that can access sensitive information and perform tasks autonomously, CrowdStrike has introduced technology to monitor and control access for these AI agents. The opportunity extends beyond protecting companies from hackers using AI, as businesses must also ensure their AI systems do not introduce new security risks.\n\nIn its fiscal second quarter, ending July 31, CrowdStrike reported revenue growth of 26% year over year, reaching $1.47 billion. Annual recurring revenue (ARR), a measure of subscription revenue expected over a year, increased by 25% to $5.84 billion. The company also added $333 million in net new ARR during the quarter, a 51% increase compared to the previous year. CrowdStrike's management has raised its full-year net new ARR growth guidance to 34% at the midpoint, reflecting the company's confidence in the demand for its products.\n\nFurthermore, CrowdStrike generated $377 million in free cash flow during fiscal Q2, a significant improvement from $284 million in the previous year. These financial figures indicate that demand for CrowdStrike's products is growing, despite not providing a direct measure of the potential impact of Anthropic's technology on the company's revenue.\n\nCrowdStrike's stock performance has outpaced that of Palantir and Snowflake, rising by 94% so far in 2026. The company's success can be attributed to its expanding subscription business, growing partnerships with major AI developers, and its platform that addresses security needs that may become more critical as AI technology advances. While Palantir and Snowflake help businesses integrate AI into their operations, CrowdStrike safeguards the systems and information that those businesses rely on. In essence, CrowdStrike serves a distinct purpose in the AI-driven market, positioning itself as a key player in ensuring the safe and efficient deployment of AI technologies.",
  "summary": "You might not think of CrowdStrike as an obvious artificial intelligence play, but the AI tailwinds for cybersecurity are real.",
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}