Cybersecurity stocks could have more room to run, according to JPMorgan, which sees recent developments in artificial intelligence as a tailwind rather than a threat for leading players like Palo Alto Networks and CrowdStrike. The bank reiterated its overweight ratings on both companies following Anthropic's rollout of its advanced AI model, Claude Mythos Preview, as part of its Project Glasswing initiative.
Palo Alto Networks and CrowdStrike are members of Anthropic's new Project Glasswing cybersecurity initiative.
A new coalition announced by Anthropic suggests that the AI company is looking to partner with traditional cybersecurity vendors — not compete against them.
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?
Cybersecurity sits at the center of every boardroom conversation these days.
CrowdStrike Holdings Inc. NASDAQ: CRWD has heard the words Anthropic or Claude Code more than it would like. CRWD stock is down about 16% in 2026.
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.
CrowdStrike (CRWD) reported earnings 30 days ago. What's next for the stock?
CRWD drops 21% in six months as slowing revenue growth and premium valuation weigh on investor sentiment despite strong Falcon Flex traction.
CrowdStrike's Next-Gen SIEM ARR surpasses $585M in Q4 FY26, growing more than 75% Y/Y as enterprises replace legacy tools and consolidate security platforms.
CrowdStrike remains the cybersecurity gold standard, maintaining a Buy rating despite recent market volatility affecting investor sentiment. CRWD's platformization strategy and AI-driven product expansion underpin robust customer retention (115% net retention) and strong ARR growth. The strong get stronger. Guidance implies 24% YoY growth and refuting bearish sentiment. If anything, CRWD is ready to capitalize and gain share in the fragmented landscape.
CrowdStrike's stock just gained another vote of support on Wall Street.