CrowdStrike is buying identity management startup SGNL in a deal valued at nearly $740 million. The cybersecurity provider said the deal will bolster identity management security capabilities on its flagship Falcon platform.
CrowdStrike is initiated with a Buy rating, citing a unique, self-reinforcing flywheel business model and strong network effects. The firm's cloud-native architecture and expanding AI capabilities, notably Charlotte AI, drive customer retention and module adoption. Despite a premium valuation, the company's growth prospects and structural advantages justify a market premium.
In 2025, Wall Street analysts showered many stocks in the technology and communication sectors—the two best-performing sectors of the year—with upgrades. Tech took the top spot, with the Technology Select Sector SPDR Fund NYSEARCA: XLK notching a return of 24.6%, with the Communication Services Select Sector SPDR Fund NYSEARCA: XLC a close second, providing a 23.1% return.
Cybersecurity will be one of the most important sectors in the tech sector in 2026 and beyond. Increasingly, organizations realize that investing in cybersecurity is not a nice-to-have; it's a mandatory line item on the balance sheet.
CrowdStrike's cloud-native cybersecurity business is booming. Zscaler leads the cloud-native “zero trust” market.
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.
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.