CRWD CrowdStrike Holdings, Inc.

Cooling August inflation has given interest rate watchers fresh material, with 3.4% headline and 3.0% core readings easing some pressure but not solving the Fed’s 2% problem. That gap keeps rate expectations in play and leaves rate sensitive growth stocks on a tighter leash. This article explains how that tension feeds into opportunities and risks, then highlights 3 stocks exposed to this inflation story that may be worth a closer look. The three growth stocks below are a small sample, and...

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...

BlackBerry's QNX unit just landed its biggest automotive design win ever, and the ripple pushed the stock sharply higher alongside major cybersecurity names, but the real question is how long before that deal actually shows up in revenue.

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.

CoreWeave Inc. (NASDAQ:CRWV) announced the launch of the CoreWeave Partner Network, bringing together technology partners whose integrations have been tested on the CoreWeave Cloud platform under production conditions.

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.

Palo Alto Networks CEO Nikesh Arora said something on the earnings call that most tech executives only whisper, and it tells you exactly why one investor keeps adding to his position despite a nine-figure GAAP loss.

Cloudflare has surged nearly 80% this year on the back of an AI security boom, but the stock now trades at a multiple that punishes any stumble. The next two earnings reports will determine whether this rally was justified or priced for perfection.

Okta Stock Rallies After Morgan Stanley Spots Fresh AI Growth Catalyst

While cybersecurity peers doubled in value over the past year, Zscaler slid past 30% and now sits at a crossroads where one bold analyst sees a very different story unfolding than the rest of Wall Street is willing to admit.

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...

The rallies were driven by expanding opportunities tied to biotechnology and artificial intelligence.

Kenny Polcari says investors using market-weighted S&P 500 funds should examine their technology concentration before adding more tech-focused ETFs or buying the next pullback.

CrowdStrike has pulled further ahead in absolute revenue, but UiPath's seasonal spikes hint at untapped potential.

ARK Investment Management made three separate bets on Meta in September, selling rival AI giants to fund each purchase, even as Meta's expenses outpaced its revenue and a new competitor threatened its biggest growth story.

AI agents are opening a new cybersecurity growth market

Morgan Stanley says Okta stock could extend gains further through the remainder of 2026. Here’s why the firm believes OKTA shares are poised for a further rally.

Key Stats for CRWD StockPast week performance: -1. 2%52-week range: $86 to $264Valuation model target price: $324Implied upside: 24.

The round builds on a $30 million fundraise in February, taking the company's total funding to $140 million.

CrowdStrike leads in absolute revenue, but Figma's faster growth rate is narrowing the gap — a key tension for long-term investors.

AI agent adoption and fresh security concerns are boosting demand for cyber defense tools.

If you own CrowdStrike (CRWD), one worry stands out: did its best quarter come from a burst of AI urgency that will fade? Management called fiscal Q2 2027 the company's very best quarter. Over the last year, CrowdStrike stock returned 112%, against 18.0% for the S&P 500. A $10,000 holding a year ago is now worth about $21,200. Which threat could take that gain back.

Cisco Systems' integrated security and observability push is gaining traction as adoption grows, strengthening its position against Datadog and CrowdStrike.

CRWD's exposure management business is gaining momentum as AI-driven vulnerabilities increase demand for real-time detection and prioritization.

CrowdStrike has outpaced the S&P 500 Index over the past year, and analysts remain moderately bullish about the stock’s growth prospects.

Former hedge fund manager Jim Cramer recently recommended buying Nvidia and CrowdStrike.

Federal authorities have closed criminal and civil probes into CrowdStrike Holdings (CRWD) over its distribution deals without pursuing legal action, removing a legal overhang that had weighed on sentiment. For investors tracking the bigger picture, CrowdStrike Holdings has been on a sharp upswing, with a 30-day share price return of 33.28% and a 90-day gain of 43.85% as the market digests both the cleared investigations and the strong quarterly results. Scan how the cleared CrowdStrike...

Iran pitched a seven-day roadmap to end conflict with the U.S., the New York Times reported.

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is increasingly viewing artificial intelligence as an opportunity rather than a threat to its software business. As enterprises deploy autonomous AI agents across their operations, the cybersecurity company sees a new market emerging around protecting these agents from increasingly sophisticated attacks. The company’s AI security push also comes against a shifting […]

Island, the enterprise browser company, has secured $400 million in Series F funding at a $6.4 billion valuation, marking a major milestone in the development of the “agentic control plane.” The round, led by Evolution Equity Partners with participation from Sequoia, Coatue, Cyberstarts, Insight, J.P. Morgan, Prysm, Alta Park, Georgian, G Squared, and Squarepoint, brings […]

Federal authorities have ended a criminal and civil probe into cybersecurity provider CrowdStrike regarding distributor transactions without pursuing legal action.

Investing.com -- US prosecutors ended an investigation into CrowdStrike Holdings Inc.'s distributor deals without pursuing charges, Bloomberg reported Friday.

US prosecutors have closed an investigation into deals CrowdStrike Holdings Inc. made with a distributor without taking further action, according to people familiar with the matter.

Zscaler stock fell Friday after the company changed chief revenue officers ahead of an investor day slated for Oct. 6.

Cybersecurity stocks are pulling back after a sharp early-week surge fueled by mounting AI safety concerns, while analysts say underlying security demand remains strong even as valuations have rerated higher.

CrowdStrike (CRWD) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q2 2026 investor letter for the “Growth Equity Strategy. A copy of the letter can be downloaded here. The strategy highlighted a strong quarter for the portfolio amid a market rally increasingly shaped by AI-related themes. The strategy generated a […]

CrowdStrike Holdings (NasdaqGS:CRWD) has joined peers as a founding member of the new Blueprint Alliance to secure AI agents. The Blueprint Alliance brings together AWS, Google Cloud, Okta, Salesforce, ServiceNow, Zscaler and others in a shared security effort. Members plan to create common principles and a reference architecture that enterprises can use to manage and protect AI agents. The Blueprint Alliance launch only captures one angle of CrowdStrike's AI agent push, which extends beyond...

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) and Palo Alto Networks, Inc. (NASDAQ:PANW) are both selling the idea that AI expands the cybersecurity market rather than commoditizing it. The stocks, however, price that opportunity very differently. CrowdStrike trades around 177 times forward earnings and 167 times free cash flow, versus roughly 94 and 78 times, respectively, for Palo […]

A battered space favorite just attracted Wood’s attention again.

On Sept. 24, 2026, the security software maker beat Q2 estimates and raised its full-year outlook, citing automotive design wins and 26% revenue growth.

On August 31, CrowdStrike Holdings, Inc. (NASDAQ:CRWD) announced a major collaboration with Snowflake Inc. (NYSE:SNOW) to bring its AI-native Falcon platform to the Snowflake Marketplace. Under the agreement, joint enterprise customers can apply pre-committed Snowflake capacity toward Falcon subscriptions via Snowflake’s Marketplace Capacity Drawdown (MCD) program. Beyond simplified procurement, the partnership establishes deep data interoperability: […]

Key TakeawaysCrowdStrike stock has climbed 154% since late March, closing at $262 on September 23 after a fiscal quarter that delivered the largest net new annual recurring revenue beat in the company’s history. Wall Street carries 30 buy ratings, 10 outperforms, 12 holds, 1 no opinion and 1 underperform on the stock, but the $236 mean target now sits 10% below the $262 close.

CorpGov hosted the second LA CorpGov Forum on Sept. 18, 2026, at The Huntington Library in San Marino, California. This event brought together members of the financial community from both LA and beyond in panels focused on the finance of entertainment and media, sports, along with capital markets and shareholder activism. Panel: Keynote Fireside: Business […] The post Keynote Fireside: Business and Governance in LA: 2nd LA CorpGov Forum appeared first on CorpGov.

BlackBerry (BB) raised its full-year outlook on Thursday as the company's fiscal second-quarter resu

CorpGov hosted the second LA CorpGov Forum on Sept. 18, 2026, at The Huntington Library in San Marino, California. This event brought together members of the financial community from both LA and beyond in panels focused on the finance of entertainment and media, sports, along with capital markets and shareholder activism. Panel: Venture Capital and […] The post Venture Capital and PE: A California Perspective on Governance: 2nd LA CorpGov Forum appeared first on CorpGov.

Palantir is posting revenue growth that most software companies only dream about, while somehow staying GAAP-profitable, but the valuation number sitting above it all raises a question that every serious investor needs to answer before buying.

CrowdStrike trades at a premium valuation despite lingering reputational damage, while Figma's growth outpaces profitability by a wide margin.

CrowdStrike's Next-Gen SIEM ARR surpasses $695 million, as platform adoption and tool consolidation drive larger security deals.

December Nasdaq 100 E-Mini futures (NQZ26) are down -1.04% this morning as rising Treasury yields sparked a fresh wave of selling in chipmakers.