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16:00Yesterday2 Stories
CrowdStrike Holdings (CRWD) Laps the Stock Market: Here's Why
In the most recent trading session, CrowdStrike Holdings (CRWD) closed at $261.83, indicating a +1.65% shift from the previous trading day.
What Is Behind The Move In CrowdStrike Stock?
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10:00-14:00Yesterday2 Stories
Why Burke Wealth Trimmed CrowdStrike Holdings (CRWD) Despite Its Strong AI Security Outlook
Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here. The fund delivered strong results in the third quarter of 2026, benefiting from a sharp recovery in enterprise software and solid corporate earnings amid continued market volatility. The composite returned […]
CrowdStrike CEO Competes on Model Pricing: “Ours Is Like Three Cents”
Key TakeawaysCrowdStrike CEO George Kurtz said a general remediation task costs about $10 on the best frontier cyber model and about three cents on CrowdStrike’s own model. That cost gap lets CrowdStrike undercut the AI labs on price and still keep the roughly 75% gross margin it has held for the last three fiscal years.
08:00-10:00Yesterday2 Stories
Axon Enterprise vs. CrowdStrike: Which Security Stock Is a Better Buy?
CrowdStrike trades at a premium valuation despite recent losses, while Axon commands a lower multiple with profitable growth, a stark contrast that reshapes the risk-reward calculus.
Is CrowdStrike Holdings (CRWD) Expensive As Nvidia Deal Fuels Its AI Security Story?
CrowdStrike Holdings (CRWD) is back in focus after announcing an expanded collaboration with NVIDIA that aims to extend its AI native security capabilities from software layers into the underlying silicon infrastructure. The fresh NVIDIA agreement lands on top of a powerful run for CrowdStrike Holdings, with the share price up 8.25% in the last day, 12.92% over the week and 41.68% across 90 days. The 1-year total shareholder return of 94.5% and very large 3-year total shareholder return...
05:00-07:00Yesterday2 Stories
Altman Says, “I No Longer Think We’re Gonna Be Able To Just Patch All The Bugs.” CrowdStrike Is Already Up 120% This Year
Sam Altman says the old way of fixing software security is finished, and a fresh wave of AI-discovered flaws just took government websites offline across three countries. Now investors are scrambling to figure out how much of that fear is already baked into surging cybersecurity stocks.
CrowdStrike Stock Rose Friday Amid Cyber Rally. Here's a Look at the Week
CrowdStrike is in focus Monday after a Nvidia partnership expansion, a Mizuho price-target hike and strength in cybersecurity stocks.
15:00Oct 251 Story
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13:00-15:00Oct 232 Stories
Palo Alto and Crowdstrike Jumped 6%, and Okta Up 5% as Evercore Survey Flags Stronger Cyber Demand
Key TakeawaysPalo Alto Networks rose 6. 5% today, CrowdStrike rose 6.
SailPoint Soars 11%, Palo Alto Up 6%, CrowdStrike Up 6% as Cybersecurity Stocks Rally
Key TakeawaysSailPoint shares jumped 11% today in a broad cybersecurity rally, with Palo Alto Networks and CrowdStrike both up 6%. The rally followed an Evercore ISI survey of channel partners that found security budgets firming, with spending going toward protecting identities and data.
09:00-13:00Oct 232 Stories
What Is CrowdStrike (CRWD) Asking With A Reported $500 Million Security Deal?
CrowdStrike Holdings (NasdaqGS:CRWD) is in advanced talks to acquire Orion Security System Ltd. for about US$500 million. The potential deal would give CrowdStrike control of an Israel based security technology startup focused on cyber defense tools. Orion Security System Ltd. would join CrowdStrike's broader security platform if negotiations result in a completed acquisition. The reported Orion Security System Ltd. acquisition talks only show part of CrowdStrike's evolving security...
Adobe vs. CrowdStrike: Which Technology Stock Is a Better Buy in 2026?
Adobe is generating record cash flow but its stock is under pressure as AI raises questions about the business. CrowdStrike is accelerating as enterprises race to secure AI infrastructure.
07:00Oct 231 Story
09:00-16:00Oct 222 Stories
CrowdStrike Stock Rose 5% as It Expanded Its NVIDIA AI Security Deal. Here’s Where the Stock Could Go by 2031
Key Stats for CrowdStrike StockCurrent Price: $239. 34Target Price (Mid): ~$466Street Target: ~$246Potential Total Return: ~95%Annualized IRR: ~17% / year__Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)__ >>> What Happened?CrowdStrike (CRWD) closed at $239.
Should One Cost Scare You About CrowdStrike Stock?
For questions about this article or underlying research, email help@trefis.com.
03:00Oct 222 Stories
Mizuho Maintains Outperform on CrowdStrike Holdings, Raises Price Target to $275
Mizuho analyst Gregg Moskowitz maintains CrowdStrike Holdings (NASDAQ:CRWD) with a Outperform and raises the price target from $250 to $275.
CrowdStrike Stock Has The Bull Case Changed After AI Security Partnership Expansion
CrowdStrike Holdings and NVIDIA expanded their collaboration in October 2026, linking Falcon Guardian with NVIDIA OpenShell and Sentry to connect AI agent activity with security telemetry and enable hardware level policy enforcement. This move extends CrowdStrike’s AI security capabilities further into infrastructure, tying autonomous agent protection directly to chips and data center hardware where enterprise workloads run. The following section examines how this deeper NVIDIA silicon...
16:00-22:00Oct 212 Stories
Arista Networks vs. CrowdStrike: Which Tech Stock Is a Better Buy in 2026?
Arista boasts a high profit margin and zero debt, while CrowdStrike just reported its best quarter in history because of AI.
Rapid7, CrowdStrike, Cloudflare, Okta, and JFrog shares skyrocket, what you need to know
A number of stocks jumped in the afternoon session after sentiment across the broader software and cybersecurity space continued to improve amid receding fears of artificial intelligence disruption.
08:00-11:00Oct 212 Stories
Why Is CrowdStrike Stock Rising Following Its Expanded NVIDIA AI Security Partnership?
Why did CrowdStrike shares increase on Wednesday?CrowdStrike (NASDAQ:CRWD) shares rose 1. 5% on Wednesday following an announcement that the cybersecurity company had expanded its collaboration with NVIDIA (NASDAQ:NVDA) to develop additional security capabilities for artificial intelligence systems.
CrowdStrike stock rises on expanded NVIDIA AI security partnership
Investing.com -- CrowdStrike (NASDAQ: CRWD) shares rose 1.5% Wednesday following the announcement of an expanded collaboration with NVIDIA to extend AI-native security from software down to the silicon level.
07:00Oct 212 Stories
CrowdStrike and NVIDIA Expand AI Agent Security from Software to Silicon
AUSTIN, Texas & BERLIN, October 21, 2026--NVIDIA GTC 2026--CrowdStrike (NASDAQ: CRWD) today announced an expanded collaboration with NVIDIA to extend AI-native security from software to silicon.
Will AI Agent Growth Boost CrowdStrike's Endpoint Demand?
CRWD's endpoint demand accelerates as AI agent adoption rises, creating new security risks and opportunities to replace legacy antivirus products.
13:00-15:00Oct 202 Stories
CrowdStrike vs. Docusign: Which Technology Stock Is a Better Buy in 2026?
CrowdStrike trades at a 192x forward P/E while Docusign sits at 16.7x, a valuation gap that hinges on growth expectations and execution risk.
Another CrowdStrike Stock Bull Signal Now Flashing
A historically bullish trendline indicates CRWD could pivot higher
08:00-11:00Oct 202 Stories
Is CrowdStrike (CRWD) Still Priced for Perfection After the October Selloff?
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) had a hard session on October 16, falling 7% while the wider market gave up a fraction of that. The stock closed at $227.39 on October 16. It has returned 110.0% over the last 6 months, compared with a 10.5% return for the Insider Monkey Billionaire Index and 9.3% for the State Street SPDR […]
CrowdStrike (CRWD) Joins Founding Group Shaping Trusted AI Standards For SMBs
CrowdStrike Holdings (NasdaqGS:CRWD) has been named a Founding Party Member of the new GTIA Managed Intelligence Alliance. The alliance focuses on responsible and scalable artificial intelligence delivery tailored for small and midsize business clients. GTIA members plan to shape standards, accreditation and best practices for trusted AI use across IT services and cybersecurity providers. CrowdStrike's founding role in the GTIA Managed Intelligence Alliance is only one piece of the broader...
11:00-18:00Oct 192 Stories
What Are CrowdStrike Investors Betting On?
CrowdStrike (CRWD) stock trades at about 231 times its earnings over the twelve months to July 2026. That multiple relies on adjusted earnings, a metric that adds stock-based compensation, after-tax, back to normalized net income. Paying such a steep premium for one year of profit can look demanding. Yet the valuation shifts when measured against the profit analysts expect for fiscal 2027 and fiscal 2028. So what are you paying for when you buy CrowdStrike at that price.
QIZ is Now Available for Purchase on the CrowdStrike Marketplace
NEW YORK, October 19, 2026--QIZ is now available on the CrowdStrike Marketplace, bringing its Cryptography Posture Management platform to CrowdStrike Falcon platform users.
08:00Oct 191 Story
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05:00-19:00Oct 162 Stories
CrowdStrike Stock Fell 7% on Friday. Here’s What Could Drive Shares Through 2026
Key Stats for CrowdStrike StockOctober 16 Performance: -7%52-Week Range: $86 to $287Valuation Model Target Price: Around $240Implied Upside: About 6%What Happened?AI is creating a complicated investment story for CrowdStrike Holdings (NASDAQ: CRWD), as enterprises need stronger cybersecurity protection to support AI adoption while investors worry that AI developers could become competitors. CrowdStrike stock fell about 7% on October 16, trading near $227 per share, as rising interest-rate concer
Keybanc Maintains Overweight on CrowdStrike Holdings, Raises Price Target to $265
Keybanc analyst Scott Schoenhaus maintains CrowdStrike Holdings (NASDAQ:CRWD) with a Overweight and raises the price target from $245 to $265.
03:00Oct 161 Story
10:00-17:00Oct 152 Stories
What Did CrowdStrike Say Before Its Stock Nearly Doubled?
A $10,000 holding in CrowdStrike (CRWD) stock on October 13, 2025 was worth about $19,600 on October 14, 2026. The S&P 500 returned 17.3% over the same dates. During that year, CrowdStrike's revenue grew faster every quarter while the company positioned itself as the platform for securing AI. Could you have seen the run coming before October 13, 2025.
Citigroup Maintains Buy on CrowdStrike Holdings, Raises Price Target to $295
Citigroup analyst Fatima Boolani maintains CrowdStrike Holdings (NASDAQ:CRWD) with a Buy and raises the price target from $260 to $295.
17:00-23:00Oct 52 Stories
CrowdStrike (CRWD) vs. Zscaler (ZS): Is the Premium Worth Paying?
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) and Zscaler, Inc. (NASDAQ:ZS) are both trying to become something much bigger than the cybersecurity companies they started as. That is what makes this comparison interesting. CrowdStrike is expanding from endpoint security into identity, cloud security, SIEM, exposure management, and AI security. Zscaler is taking its Zero Trust platform into data […]
Fortinet vs. CrowdStrike: Both Grew 26%. Why Pay Four Times the Earnings Multiple?
Fortinet, Inc. (NASDAQ:FTNT) and CrowdStrike Holdings, Inc. (NASDAQ:CRWD) each reported roughly 26% revenue growth in their latest quarters. Investors nevertheless pay about 53 times Fortinet’s current-year adjusted earnings guidance and 215 times CrowdStrike’s. The gap raises a useful question: how much more should durable subscription growth cost when the cheaper company already earns substantial reported […]
09:00-13:00Oct 52 Stories
How to Trade CrowdStrike Stock at New All-Time Highs
CrowdStrike (CRWD) demonstrates exceptional price momentum, recently setting a new all-time high. Shares are up more than 120% over the past year. CRWD maintains a 100% “Buy” rating from Barchart. Despite strong growth and analyst confidence, CRWD’s high valuation and volatility warrant disciplined risk management for investors. Today’s Featured Stock...
Autonomous Agent Growth Broadens CrowdStrike’s (CRWD) Opportunities
Glass Lake Wealth Management recently released its third-quarter 2026 investor letter. The letter can be downloaded here. Markets advanced in the third quarter, with the S&P 500 (SPY) advancing another 2.4%, bringing its year-to-date return to 12.7% despite rising Treasury yields, with technology, communication services, energy, and mega-cap stocks outperforming. The Iran War pushed Brent […]
08:00Oct 51 Story
13:00-00:00Oct 22 Stories
Salesforce vs. CrowdStrike: What Revenue Growth Trends for These Software Giants Tell Investors
Salesforce commands a 7-to-1 revenue advantage, yet CrowdStrike has posted uninterrupted quarter-over-quarter growth while Salesforce stumbled occasionally.
Issues with AI models only going to get worse, says CrowdStrike President Michael Sentonas
CrowdStrike President Michael Sentonas joins 'Closing Bell Overtime' to explain how CrowdStrike is preparing for rogue AI models in the future.
10:00Oct 22 Stories
Salesforce vs. CrowdStrike: Which Tech Stock Is a Better Buy in 2026?
Salesforce commands profitability and a fortress balance sheet, while CrowdStrike trades at a steep valuation despite lingering trust issues from its 2024 outage.
What Changed For CrowdStrike Stock, And What Did Not?
A $10,000 holding in CrowdStrike (CRWD) on October 1, 2025 was worth about $21,300 on October 1, 2026. The S&P 500 returned 15.6% over the same twelve months. The gain was not steady: in early April 2026, CrowdStrike stock was down about 16% from the start of 2026. What did buyers see after April that they had not seen before.
04:00-06:00Oct 22 Stories
TD Cowen Maintains Buy on CrowdStrike Holdings, Raises Price Target to $280
TD Cowen analyst Shaul Eyal maintains CrowdStrike Holdings (NASDAQ:CRWD) with a Buy and raises the price target from $250 to $280.
CrowdStrike: The AI Growth Story Is Overextended
CrowdStrike (CRWD) benefits from AI cybersecurity demand, but growth acceleration looks outage-recovery driven. Read here for a detailed analysis.
10:00-00:00Oct 12 Stories
Why Did CRWD, TWLO, P Stocks Hit 52-Week Highs Today?
Investors rewarded strong AI-related demand, index-related buying and improving business momentum.
Will the Rising Adoption of AI Agents Boost CRWD's Identity Business?
CrowdStrike's identity business is gaining momentum as AI agent adoption increases demand for stronger identity and access controls.
17:00-00:00Sep 302 Stories
Why Did WBD, HPE, CRWD Stocks Rise To 52-Week Highs Today?
Warner Bros. Discovery, Hewlett Packard Enterprise and CrowdStrike soared to 52-week highs on Wednesday amid company-specific catalysts and macroeconomic tailwinds.
CrowdStrike (CRWD) Stock May Be Overvalued On Blueprint Alliance News
CrowdStrike Holdings has turned into one of the stronger performers in large-cap cybersecurity, and after such a powerful run the real question for investors is whether today’s market value lines up with the sales the business is generating. With the stock now well above its levels of recent years, the focus naturally shifts to how much revenue the market is choosing to pay for. Over the past 3 years the share price has delivered a very large gain of about 7x. This puts the spotlight...
11:00Sep 302 Stories
BlackBerry Advances 5% on Continued QNX Momentum; Palo Alto Networks Gains 4%, CrowdStrike Edges Up 2%
BlackBerry (NYSE:BB) stock advanced 5% to $9.14 on Wednesday, supported by continued momentum in its QNX automotive software business. Palo Alto Networks (NASDAQ:PANW) shares gained 4% to $403.01, while CrowdStrike Holdings (NASDAQ:CRWD) stock edged up 2% to $267.60. Cybersecurity and software names broadly participated as investors tracked design wins and raised guidance at BlackBerry. The […]
Is CrowdStrike Stock Paying You Enough For The Swings?
You may own CrowdStrike (CRWD), a cybersecurity company whose shares rose 5.1% in five sessions as the S&P 500 fell 1.2%. You likely hold it beside an index fund, and your whole account swings more when one holding jumps. Have the gains on CrowdStrike been big enough to pay for those swings.
07:00-10:00Sep 302 Stories
All In On Cybersecurity: The Choice Between Palo Alto Networks or Crowdstrike Not Difficult
Palo Alto and CrowdStrike both reported blockbuster quarters and both credit AI for pushing cybersecurity to the top of every CIO's budget. But their strategies, valuations, and risk profiles point in opposite directions, and only one of them offers a compelling entry point right now.
CrowdStrike Holdings (CRWD) Falcon Is Now Available In An AI Marketplace
CrowdStrike Holdings (NasdaqGS:CRWD) has listed its Falcon cybersecurity platform in the OpenAI Marketplace for enterprise buyers. The arrangement allows eligible OpenAI enterprise customers to use a portion of their existing OpenAI commitments to procure Falcon. The partnership links CrowdStrike’s AI-driven security tools with OpenAI agentic technologies and associated procurement workflows for joint clients. The new Falcon listing in the OpenAI Marketplace aligns with wider AI security...