CrowdStrike Holdings
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Track CrowdStrike Holdings in real time with a live news feed covering CrowdStrike Holdings stock news, official press releases, company announcements, and an archive of historical CrowdStrike Holdings news. ...more
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1:45 PM | Monday | Oct 5, 2026
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Cybersecurity demand is expected to surge as AI models become more advanced and physical AI scales.
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Cybersecurity demand is expected to surge as AI models become more advanced and physical AI scales.
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CrowdStrike (CRWD) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
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CrowdStrike (CRWD) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
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CrowdStrike and Palo Alto are positioned for long-term growth.
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CrowdStrike stock currently sits right at an all-time high and has shown improving relative strength the past few months.
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Salesforce commands profitability and a fortress balance sheet, while CrowdStrike trades at a steep valuation despite lingering trust issues from its 2024 outage.
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CrowdStrike's identity business is gaining momentum as AI agent adoption increases demand for stronger identity and access controls.
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The AI boom has created an unusual second-order trade: investors are no longer betting only on who builds the models and chips, but also on who protects the systems those technologies create. CrowdStrike Holdings, Inc. (NASDAQ:CRWD) and Palo Alto Networks, Inc. (NASDAQ:PANW) have both more than doubled in six months, suggesting Wall Street is already pricing cybersecurity as part of the AI infrastructure stack.
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Palo Alto and CrowdStrike both reported blockbuster quarters and both credit AI for pushing cybersecurity to the top of every CIO's budget.
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Is the party over for cybersecurity stocks? Investors might think so after news that Peter Weed from Sanford Bernstein downgraded three cybersecurity stocks.
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When evaluating the sales data for these distinct businesses, CrowdStrike currently generates a larger revenue amount than Figma, leading across all eight of the analyzed historical quarters. Both companies established steady upward trajectories with regular quarter-over-quarter revenue increases, registering no sequential declines during the measured timeframe.
Read full articleCrowdStrike continues to drive rapid revenue growth through its AI-native Falcon cybersecurity platform. Okta is demonstrating improved profitability while maintaining a dominant position in identity management.
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