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.
CrowdStrike (CRWD) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
CrowdStrike (CRWD) – a cloud-based subscription service for endpoint and identity protection – has reached a 5-day winning streak, accumulating a total gain of 15% during this timeframe. The company's market capitalization has increased by approximately $14 billion over the last 5 days, now totaling $108 billion.
The Zacks Security industry participants, PANW, CRWD, FTNT and OKTA, gain from an increase in data breaches, prompting companies to seek comprehensive IT security solutions.
CrowdStrike jumps 9.6% after Q4 results beat estimates, driven by strong Falcon Flex adoption, but its premium valuation suggests a cautious stance.
In a week marked by broader market volatility, cybersecurity firms CrowdStrike and Okta emerged as outperformers after exceeding their Q4 expectations.
CrowdStrike Holdings, Inc. (CRWD) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
CrowdStrike's Falcon platform keeps expanding. ARR rose 24% to $5.25B and net new ARR jumped 47% YoY, showing that the company continues to deepen its reach through its land-and-expand model. AI may be a tailwind, not a threat. Tools like Claude Code Security focus on pre-deployment analysis, while CrowdStrike operates post-deployment protection, making the technologies more complementary than competitive. The real debate is valuation. Strong growth and Rule-of-40 metrics confirm a solid business, but the stock already reflects a bullish scenario, which we discuss in this article.