CrowdStrike is expanding its identity and AI-security capabilities with back-to-back deals for Seraphic Security and SGNL, following 2025 purchases of Pangea and Onum. CEO George Kurtz said AI agents can behave unpredictably, likening them to “a drunken intern,” and pitched the acquisitions as building blocks for a next‑generation identity platform integrated with Falcon. The company posted a strong third quarter, with revenue up 22% to $1.23 billion and ARR up 23% to $4.92 billion, and guided to near the high end of Street expectations. Shares are up 37% over the past year, and Stifel’s Adam Borg reaffirmed a Buy rating with a $600 target.
CrowdStrike CEO warns AI agents can be erratic as company accelerates cybersecurity acquisitions
- Trending
- Comments
- Latest
