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.
Shares of CrowdStrike Holdings Inc. moved higher on Monday, supported by a fresh analyst upgrade and renewed optimism around cybersecurity spending as artificial intelligence threats intensify. The stock rose 4.6% after Wolfe Research upgraded the company to “outperform” from “peer perform,” setting a $450 price target that implies about 21.8% upside from its last closing price of $369.58.
Crowdstrike Holdings Inc (NASDAQ:CRWD) stock is garnering analyst support this morning, with Wolfe Research upgrading the cybersecurity name to "outperform" from "peer perform" and setting its price target at $450.
Cybersecurity stocks took a hit Friday, deepening the sector's recent slump on AI fears.
CrowdStrike Holdings Inc (NASDAQ: CRWD) is inching lower on Mar 27 after partner Anthropic previewed a “breakthrough” AI model with advanced cybersecurity capabilities it's calling Claude Mythos. Adding to the pressure are reports of Amazon.com Inc, another one of CRWD's partners, developing a sophisticated artificial intelligence tool to handle sales, business development, and other tasks.
CrowdStrike (NASDAQ:CRWD) stock is sliding hard this morning.