Cybersecurity demand is set to grow through 2026, and QLYS, FTNT, CRWD & PANW are the four stocks with strong demand signals and competitive moats.
The cybersecurity company CrowdStrike Holdings Inc. (NASDAQ: CRWD) posted better-than-expected third-quarter results and raised its full-year 2026 revenue guidance.
CrowdStrike, Fortinet and Zscaler are capitalizing on exploding cybercrime costs as enterprises boost spending to protect cloud and AI systems.
CrowdStrike Holdings, Inc. is the best-positioned cybersecurity stock heading into 2026, with superior revenue and backlog expansion as it encroaches into Palo Alto Networks and Fortinet's market share. CRWD's Q3 FY26 saw Net New ARR up 73% YoY, with management raising full-year ARR growth guidance to 23% and Net New ARR to 50%. The Falcon Flex subscription model is driving larger, stickier deals, with Flex ARR up 200% YoY and representing 27% of total Ending ARR.
CRWD is leaning on expanding partnerships to drive larger deals, faster Falcon adoption and broader customer reach.
Recently, Zacks.com users have been paying close attention to CrowdStrike (CRWD). This makes it worthwhile to examine what the stock has in store.
This earnings season has shown that businesses of all sizes are prioritizing cybersecurity spending like never before, so cybersecurity stocks should be moving higher. But many of the top stocks in this sector have declined sharply since the middle of November, despite posting strong earnings and guidance.
CRWD's 51% YTD rally, powered by Falcon Flex adoption and soaring Next-Gen SIEM demand, raises the question of whether to hold or lock in gains.
CRWD's Next-Generation SIEM accelerates with record ARR, major wins and AWS integration, strengthening its role as a key platform growth driver.
CrowdStrike (CRWD) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
For four months, owning CrowdStrike stock has felt like managing a ticking time bomb. Ever since the notorious outage on July 19th, 2024, that crashed 8.5 million Windows devices, the market has been bracing for the worst.