Agentic AI poses significant cybersecurity threats, necessitating advanced AI-enhanced security measures, positioning CrowdStrike as an essential player in organizational security. CrowdStrike's AI-native Falcon Platform leverages predictive analytics and behavioral AI, achieving a 100% detection rate in independent tests, offering a robust defense against AI-driven threats. Despite intense competition, CrowdStrike's strong financials, impressive ARR growth, and high customer retention rate underscore its market leadership and growth potential.
Shares of cybersecurity leaders CrowdStrike Holdings (CRWD 0.92%), Palo Alto Networks (PANW -1.31%), and Fortinet (FTNT 0.51%) rallied 13%, 6%, and 13%, respectively, this week as of noon ET on Friday, according to data provided by S&P Global Market Intelligence.
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
Let's find out which cybersecurity stock among CrowdStrike and Fortinet is a better bet.
CrowdStrike Holdings Inc. NASDAQ: CRWD stock has turned positive after a peak-to-trough drop of around 12% after the Trump administration announced sweeping new tariffs that caught many investors off guard. The tariff announcement is the latest headwind for technology stocks, including cybersecurity stocks that were among the biggest gainers in 2024.
Zacks.com users have recently been watching CrowdStrike (CRWD) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Although the market has been in a significant drawdown recently, it's still nowhere near the levels of what anyone should consider a "crash." Still, investors need to have their buying list ready to go in case of a crash, as it's easy to get wrapped up emotionally when you see your portfolio down 20% or more.
Today, we will walk through why AI has made CrowdStrike Holdings, Inc.'s platform, and the cybersecurity industry broadly, more valuable than ever. We will then consider the precise mechanisms driving shareholder value creation within the business of Crowdstrike. We will then perform a valuation exercise and consider the various assumptions therein.
CrowdStrike (CRWD) reported earnings 30 days ago. What's next for the stock?
Cybersecurity stocks have not been immune from the recent market sell-off, opening up some attractive entry points for some of the top companies in the space. Meanwhile, cyberattacks are not going away and are becoming more frequent and sophisticated.
The fact that CrowdStrike Holdings Inc. NASDAQ: CRWD is beating the broader market in 2025 isn't particularly noteworthy. It is noteworthy that, after an infamous outage in July 2024, CRWD stock didn't just recover; it soared to an all-time high in February 2024.
Stephens initiated an overweight rating for Crowdstrike (CRWD), citing it is well-positioned in cybersecurity for the coming years. Caroline Woods turns to the analyst sentiment surrounding the stock.