CRWD's 28% rally outpaces peers as Falcon Flex adoption and AI alliances with NVIDIA, Salesforce, and Meta fuel growth.
CrowdStrike Holdings (CRWD) closed the most recent trading day at $484.62, moving 2.28% from the previous trading session.
CRWD's faster growth, AI-driven edge, and expanding Falcon platform make it a stronger pick over OKTA.
Many investors are focused on the artificial intelligence (AI) trade for good reasons. This is the most significant technology transformation in 30 years, and it's still in its early stages.
CrowdStrike stands out as a leading cybersecurity provider, benefiting from robust industry growth and increasing global cyber threats. CRWD's cloud-based Falcon platform drives strong sales growth and maintains premium gross margins, despite a major operational incident in July 2024. The July 2024 incident pressured operating and net income margins, but recent quarters show early signs of margin recovery and continued cash flow strength.
CrowdStrike Holdings Inc (NASDAQ:CRWD) stock popped as investors responded positively to the company's long-term financial targets and upbeat guidance outlined at its recent Fal.Con 2025 conference. The cybersecurity firm set an ambitious goal of reaching $20 billion in annual recurring revenue (ARR) by fiscal 2036, which would represent a compound annual growth rate of about 15%.
CrowdStrike Holdings (CRWD) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Cybersecurity threats are a persistent problem for companies across the globe, requiring businesses, small and large, to devote some of their budgets to fighting them. IDC estimates that cybersecurity spending is on the rise and will reach an estimated $377 billion by 2028.
Cybersecurity firms are leveraging AI to deliver smarter and faster protection as cyberattacks continue to intensify.
CRWD soars 21% YTD, outpacing its industry and peers, fueled by its AI-native cybersecurity solutions and strategic partnerships.
The Zacks Security industry participants, PANW, CRWD, FTNT and QLYS, gain from an increase in data breaches, prompting companies to seek comprehensive IT security solutions.
CrowdStrike's Falcon Flex drives record $221M net new ARR, with customers expanding faster and boosting long-term growth momentum.