Keith Fitz-Gerald(@fitz_keith):Buy the Best, Ignore the Rest®. $CRWD is one of my faves — and the strongest name in security today — and it just showed why it dominates. Up 17% today after posting the best quarter in company history.💯 Record $333M net new ARR — up 51% YoY. Falcon Flex ending ARR hit $2.29B — up 101% YoY. Revenue up 26% to $1.47B, beating guidance across the board. Hooyah!!!💪

Keith Fitz-Gerald

@fitz_keith

I help investors in their quest to beat Wall Street at its own game by sharing what I've learned 45+ years in global markets. Private investor/mkt strategist

Joined September 2019

873 Following 26K Followers

Keith Fitz-Gerald@fitz_keith

2026.08.27 14:11

Buy the Best, Ignore the Rest®. $CRWD is one of my faves — and the strongest name in security today — and it just showed why it dominates. Up 17% today after posting the best quarter in company history.💯 Record $333M net new ARR — up 51% YoY. Falcon Flex ending ARR hit $2.29B — up 101% YoY. Revenue up 26% to $1.47B, beating guidance across the board. Hooyah!!!💪