Given the legal uncertainties, macroeconomic risks, and disappointing earnings guidance, it is prudent to sell CRWD stock for now.
Growth stocks, including CrowdStrike, are being punished, but I see the dip as a buying opportunity for this industry leader in cybersecurity. Despite a mixed outlook for FY26, CrowdStrike beat Q4 FY25 expectations, showing strong revenue and subscription growth, with ARR reaching $4.24 billion. CrowdStrike's premium valuation is justified by its rapid revenue and profit growth, and its leadership in the expanding $608.3 billion global cybersecurity market.
Many tech stocks were rattled by recent concerns about rising tariffs, sticky inflation, and elevated interest rates. However, the cybersecurity sector has traditionally been well-insulated from those macro headwinds since companies generally won't shut down their digital defenses just to save a few dollars.
Investors who are looking for bright spots amid market volatility may be turning to cybersecurity stocks. Although many technology stocks have sold off sharply as part of the general market malaise, there's some evidence that buyers are returning to the cybersecurity sector.
Crowdstrike (CRWD) recently tapped three-month lows shortly after its earnings report, trending down with general market weakness. George Tsilis turns to the cybersecurity company on this week's Tech Corner to highlight what's driving the rebound and how it stands against its cybersecurity peers.
CrowdStrike (CRWD 5.16%) is one of the top cybersecurity companies in the world. It pioneered AI-native cybersecurity solutions with the release of its Falcon platform in 2011, and since then, it has expanded its offerings to become somewhat of a one-stop shop for cybersecurity.
The company is still paying the price for the widespread outages in 2024.
Traders are viewing the recent market selloff as an opportunity to buy tech stocks on the dip, with CrowdStrike (CRWD) among the names drawing attention.
CrowdStrike Holdings (CRWD -7.39%) stock enjoyed a terrific run on the market in the past six months, but the cybersecurity specialist got a reality check following the release of its fiscal 2025 fourth-quarter earnings report (for the three months ended Jan. 31) on March 4.
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
U.S. stocks settled higher on Friday, with the Dow Jones index gaining more than 200 points during the session. However, the index recorded losses last week.
The artificial intelligence (AI) industry has propelled the US equities market in the past few years. Its strong growth has helped to propel many companies higher, with NVIDIA's market cap jumping to over $3 trillion.