CrowdStrike (CRWD 5.16%) is one of the top cybersecurity companies in the world. It pioneered AI-native cybersecurity solutions with the release of its Falcon platform in 2011, and since then, it has expanded its offerings to become somewhat of a one-stop shop for cybersecurity.
The company is still paying the price for the widespread outages in 2024.
Traders are viewing the recent market selloff as an opportunity to buy tech stocks on the dip, with CrowdStrike (CRWD) among the names drawing attention.
CrowdStrike Holdings (CRWD -7.39%) stock enjoyed a terrific run on the market in the past six months, but the cybersecurity specialist got a reality check following the release of its fiscal 2025 fourth-quarter earnings report (for the three months ended Jan. 31) on March 4.
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?
U.S. stocks settled higher on Friday, with the Dow Jones index gaining more than 200 points during the session. However, the index recorded losses last week.
The artificial intelligence (AI) industry has propelled the US equities market in the past few years. Its strong growth has helped to propel many companies higher, with NVIDIA's market cap jumping to over $3 trillion.
CrowdStrike remains extremely expensive despite the recent selloff, attributed to the projected deceleration in its growth profile in the low teens against the prior guidance of over ~80%. The same has been observed in its recent FY 2025 numbers, underscoring why it has had to play offensive through the Falcon Flex subscription model. For now, these efforts have already driven the somewhat stable TTM Dollar-Based Retention Rates and increased cross-selling through the expanding module adoption rates.
CrowdStrike surged 37% since July 2024, outperforming the market's 5% gain and proving its resilience and strong growth trajectory. Falcon Flex adoption expanded rapidly, with multi-module adoption growing 80% QoQ and total deal value reaching $2.5 billion. Charlotte AI accelerated threat response, reducing analysis time from 30 minutes to seconds and securing widespread enterprise adoption.
CrowdStrike Holdings Inc. CRWD announced Thursday it signed a distribution agreement with Arrow Electronics, Inc. ARW to provide its Falcon cybersecurity platform.
CrowdStrike (CRWD -4.85%) shares tumbled after the company issued weak profitability guidance for fiscal year 2026 and saw spending from existing customers continue to decelerate. Shares of the cybersecurity company are up less than 6% over the past year as of this writing.
CrowdStrike Holdings, Inc. (NASDAQ:CRWD ) Morgan Stanley Technology, Media & Telecom Conference March 6, 2025 10:45 AM ET Company Participants George Kurtz - CEO & Founder Conference Call Participants Keith Weiss - Morgan Stanley Keith Weiss Excellent. Thank you, everyone, for joining us.