CrowdStrike, Datadog and other cybersecurity stocks slide after Anthropic's AI tool launch
Shares of cybersecurity companies including CrowdStrike and Datadog slumped on Monday, as investors weighed the potential impact of artificial intelligence startup Anthropic's new security tool on the industry.
CrowdStrike stock: 3 simple reasons why AI can't disrupt it
CrowdStrike Holdings Inc (NASDAQ: CRWD) has crashed nearly 25% this month as Anthropic's launch of “Claude Code Security” triggered a massive sector-wide sell-off. Still, it's conceivable that artificial intelligence (AI) disruption fears, at least for CRWD, are more a ghost story than a fundamental reality.
Cybersecurity stocks drop for a second day as new Anthropic tool fuels AI disruption fears
Cybersecurity stocks dropped for a second day as the threat of AI to the industry loomed large with Anthropic's latest AI tool that can scan code for vulnerabilities. Investors are worried these new tools will displace software business models and many tasks handled by cybersecurity vendors.
Can Strategic Partnerships Drive CrowdStrike's Next Growth Phase?
CRWD is leveraging partnerships with Microsoft, Qualtrics and others to expand Falcon's reach and fuel its next growth phase.
CrowdStrike Holdings (CRWD) Stock Drops Despite Market Gains: Important Facts to Note
In the most recent trading session, CrowdStrike Holdings (CRWD) closed at $414.29, indicating a -3.57% shift from the previous trading day.
These Experts See Big Gains Ahead for a Set of Cybersecurity Stocks. Here's Why
It's been a rough start to the year for the software sector, but one group of experts said they see big gains ahead for some beaten-down cybersecurity stocks.
Cybersecurity stocks are pulling away from the software sell-off, and AI is the reason
Wall Street's current skittishness about software stocks has a blind spot: cybersecurity. While broader tech has sold off, the firms protecting enterprises from digital attacks are seeing pipeline growth that analysts at Wedbush describe as running well above historical norms, and the driver is the same technology rattling investors elsewhere.
The AI-Fueled Cyber Threat Boom Means These Two Stocks Will Win Big
Artificial intelligence (AI) promises transformative productivity gains, but it also amplifies cybersecurity risks on an unprecedented scale.
Is Trending Stock CrowdStrike (CRWD) a Buy Now?
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.
Surviving the SaaS-pocalypse: JPMorgan's 3 Top Cyber Stocks Ready to Surge
Anthropic released 11 new plug-ins for its Claude Cowork AI tool at the end of January sparking a massive sell-off in SaaS stocks.
CrowdStrike Holdings (CRWD) Increases Despite Market Slip: Here's What You Need to Know
CrowdStrike Holdings (CRWD) closed at $413.61 in the latest trading session, marking a +1.37% move from the prior day.
CrowdStrike After The Correction: Same Story, Far Cheaper
CrowdStrike has corrected ~27% since November, creating a compelling entry point as fundamentals remain robust and valuations have compressed. Growth momentum has reaccelerated, with Q3 net new ARR up 73% YoY and FY2027 net new ARR growth expected above 20%. Competitive positioning has strengthened, with platform adoption rising - 49% of customers now use six or more modules, and Flex ARR has tripled YoY.
