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.
Artificial intelligence (AI) promises transformative productivity gains, but it also amplifies cybersecurity risks on an unprecedented scale.
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.
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) closed at $413.61 in the latest trading session, marking a +1.37% move from the prior day.
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.
CrowdStrike is upgraded to "Buy" after a 30% drawdown amid sector-wide software weakness. CRWD's robust fundamentals include 22% YoY revenue growth, record free cash flow, and strong ARR acceleration via Falcon Flex. Valuation now appears attractive, with a fair value estimate near $464 based on $6.18 out-year EPS and a 3x PEG.
Agentic AI has caused quite the panic in some of the software names out there. Undoubtedly, some software companies are definitely vulnerable as AI agents look to become more capable.
CRWD shares slide nearly 22% in 3 months as slowing revenue growth, rising costs and rich valuation pressure investor confidence.
In the closing of the recent trading day, CrowdStrike Holdings (CRWD) stood at $421.73, denoting a -3.9% move from the preceding trading day.
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?
Recently, Zacks.com users have been paying close attention to CrowdStrike (CRWD). This makes it worthwhile to examine what the stock has in store.