CrowdStrike's AI security demand is driving AIDR, cloud and identity growth, strengthening its position against cybersecurity rivals.
The most useful thing said about cybersecurity this week came from Abhijit Dubey, the global CEO of NTT DATA, who told CNBC that “the frontier AI effectively has changed the cybersecurity equation” because attacks are now exponentially more sophisticated, the surface area has grown, and everything is happening at machine speed.
Evaluate the expected performance of CrowdStrike (CRWD) for the quarter ended July 2026, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
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?
The latest trading day saw CrowdStrike Holdings (CRWD) settling at $201.63, representing a -5.3% change from its previous close.
Although the NASDAQ 100 is trading slightly in the green, CrowdStrike (NASDAQ:CRWD | CRWD Price Prediction) stock is down 7% to $198.99 midday Wednesday.
CrowdStrike Holdings Inc (NASDAQ:CRWD) is set to report second-quarter fiscal 2027 results on August 26 after market close, with investors watching closely following a 19% rally in the stock since the company's first-quarter print, according to a note from BofA Securities. BofA said investors may need to see a beat of more than 3% to second-quarter and full-year net new annual recurring revenue (nnARR) consensus to satisfy elevated expectations, pointing to the stock's negative reaction last quarter despite a 2-3% topline beat.
Rep. Josh Gottheimer, the New Jersey Democrat who serves as Ranking Member of the House Intelligence Committee's National Security Agency and Cyber Subcommittee, disclosed purchases of three pure-play cybersecurity stocks in a periodic transaction report filed August 10, 2026.
Fortinet's SASE momentum, steadier execution and lower valuation give it an edge over CrowdStrike as cybersecurity demand grows.
The company is scheduled to report its quarterly financial results, which could have significant implications.
CrowdStrike boasts robust cash generation and a dominant platform, but its GAAP income statement understates true economic strength due to heavy stock-based compensation. CRWD's recurring revenue engine remains healthy, with ARR up 24% YoY and free cash flow at $1.93bn, supporting ongoing investment and a fortress balance sheet. Valuation is extremely rich—over 40x sales and 180x forward earnings—leaving little margin for error and requiring sustained 20%+ growth and expanding FCF margins.
CrowdStrike Holdings (CRWD) reached $225.53 at the closing of the latest trading day, reflecting a +1.69% change compared to its last close.