CrowdStrike reached $5.25 billion ARR in Q4-FY26, growing 24% YoY, with net new ARR accelerating 47% during the quarter. Falcon Flex adoption surpassed $1.69 billion ARR, up over 120% YoY, with 1,600 customers driving expansion-led revenue growth. Customers expanding through re-Flex transactions generate 26% to 48% ARR uplift, often within seven months of initial adoption.
Morgan Stanley has upgraded CrowdStrike (NASDAQ: CRWD) to Overweight and named it a Top Pick following
CrowdStrike ( NASDAQ:CRWD ) ranks among the handful of software stocks that JPMorgan highlighted as resilient to the AI threat sweeping the sector.
California Public Employees Retirement System grew its position in shares of CrowdStrike (NASDAQ: CRWD) by 3.6% in the undefined quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 410,856 shares of the company's stock after purchasing an additional 14,363 shares during the quarter. California Public
Ameriprise Financial Inc. reduced its position in shares of CrowdStrike (NASDAQ: CRWD) by 21.7% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,069,439 shares of the company's stock after selling 296,880 shares during the period. Ameriprise Financial Inc. owned
Bamco Inc. NY raised its holdings in CrowdStrike (NASDAQ: CRWD) by 9.1% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 56,539 shares of the company's stock after acquiring an additional 4,703 shares during the period. Bamco Inc.
Benchmark Investment Advisors LLC purchased a new position in shares of CrowdStrike (NASDAQ: CRWD) during the undefined quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 6,539 shares of the company's stock, valued at approximately $3,207,000. CrowdStrike makes up about 1.9% of Benchmark Investment Advisors LLC's holdings,
The Iran war has fueled widespread uncertainty in trade and oil markets. Defense contracts and cybersecurity companies supply critical services to the U.S. military during times of regional conflict.
CrowdStrike's cloud-native approach is locking in lots of customers. Palo Alto's platformization strategy will widen its moat.
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
CrowdStrike's AI momentum and flexible subscription model look appealing to Wall Street analysts.
CrowdStrike Holdings Inc. NASDAQ: CRWD stock surged over 15% after its earnings, but the rally is losing strength. There's nothing fundamentally wrong with CrowdStrike's business model.