We recently published 10 Stocks Jim Cramer Talked About.  CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the stocks Jim Cramer talked about. CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is a cybersecurity company whose shares are down by 11% over the past year and by 23% year-to-date. The shares have lost more than 17% over the past couple of days following Anthropic’s announcement of a new cybersecurity tool for its Anthropic AI platform. This tool, according to the firm, will be able to scan software fo ...

Software stocks have faced notable market headwinds amid growing investor fears regarding artificial intelligence disruption. The broader equity pullback is also raising concerns for Bitcoin (BTC), which has closely tracked software stocks. Why Are Software Stocks Down? According to the Global Markets Investor, the iShares Expanded Tech-Software Sector ETF (IGV) has fallen 15% in February alone, putting it on pace for its worst monthly performance since 2008. The ETF is now testing its April 2025 lows an ...

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CNBC's Jim Cramer offered a blunt takeaway from Monday's selloff: Artificial intelligence concerns have left the stock market incredibly fragile.After the S&P 500 and Nasdaq each shed more than 1%, the "Mad Money" host urged investors to exercise caution because stocks were "just too easy to take down today." The reason for the early-week downturn was a post from Citrini Research over the weekend — arguing the AI boom could hurt the economy and cause unemployment to shoot up to 10% if white-collar jobs were ...

Core Viewpoint - The launch of Anthropic's AI tool, Claude Code Security, has led to a significant decline in shares of various cybersecurity companies, as investors assess its potential impact on the industry [1]. Group 1: Market Reaction - Shares of CrowdStrike, Datadog, and Zscaler fell approximately 11%, while Fortinet and Okta experienced declines of around 6%. Palo Alto Networks dropped by 3%, and SentinelOne was down by 5% [1]. - The selloff is characterized as a "panic-driven, narrative-led" reaction, according to an analyst from Robert W. Baird [1]. Group 2: Product Features and Limitations - Claude Code Security is designed to detect high-severity vulnerabilities in open-source software repositories and provide patches, but it does not perform real-time security tasks such as detecting live intrusions or stopping ongoing attacks [1]. - Some analysts believe the market's reaction is an overreaction, driven by a simplistic narrative suggesting that AI could replace existing cybersecurity solutions [1]. Group 3: Industry Developments - Nvidia announced a partnership with Akamai, Forescout, Palo Alto Networks, Xage Security, and Siemens to enhance real-time cybersecurity for industrial control systems [1].

providers can't replicate overnight.Analysts like [Dan Ives of Wedbush argue] that AI actually expands CrowdStrike's total addressable market by creating new vulnerabilities that only a comprehensive platform can solve.As AI lowers the barrier for hackers to launch attacks, the need for battle-tested, AI-native solution like Falcon becomes an essential utility rather than a luxury – making CRWD shares all the more attractive as a long-term holding on the current toned down valuation.Related News Stock marke ...

Group 1 - Cybersecurity stocks experienced a significant decline due to concerns over new AI security tools that may disrupt traditional business models in the sector [1][2] - Major cybersecurity companies such as CrowdStrike and Zscaler saw their stock prices drop approximately 9%, while Netskope fell nearly 10% [2] - The iShares Cybersecurity & Tech ETF decreased by nearly 4%, indicating a broader market impact on cybersecurity investments [2] Group 2 - CrowdStrike's CEO George Kurtz emphasized that the new AI tool addresses different cybersecurity issues and does not replace the company's Falcon platform [3] - The introduction of AI tools capable of rapidly creating websites and applications has caused significant concern across the software sector, with cybersecurity being the latest area affected [3] - Other software companies, such as Salesforce and ServiceNow, have also faced substantial declines in their stock values, with Salesforce losing about one-third and ServiceNow dropping more than 34% since the beginning of the year [4]

Core Viewpoint - Cybersecurity stocks are experiencing a selloff due to what is termed an "AI Ghost Trade," but this is seen as a misinterpretation of the actual threat posed by AI advancements [1][2] Group 1: Market Dynamics - Concerns arise from rapid advancements in AI security tools, which investors fear could undermine legacy cybersecurity providers [2] - Conversations with chief information security officers and IT professionals indicate that AI security tools are validating cybersecurity as a critical area for growth rather than posing a threat to existing companies [3] Group 2: Cyber Threat Landscape - AI is significantly accelerating cyber threats, reducing the time required to execute sophisticated attacks from weeks to hours and increasing the number of vulnerable endpoints across various systems [4] Group 3: Investment Opportunities - AI is viewed as the largest total addressable market opportunity in the history of cybersecurity, creating substantial demand for established leaders in the sector [5] - CrowdStrike is identified as the "gold standard of cybersecurity," with its Falcon platform positioned strongly against emerging AI-driven threats [5] - Palo Alto Networks is highlighted as a top pick, with its CyberArk acquisition seen as a potential game changer for enhancing AI security capabilities [6] - Zscaler is recognized as a premier name, benefiting from rising AI adoption and increased demand for Zero Trust and cloud security solutions [6] Group 4: Future Outlook - CrowdStrike, Palo Alto, and Zscaler are expected to be the clear winners as enterprises increase cybersecurity spending to address the evolving AI threat landscape [7] - The recent selloff is interpreted as an incorrect response to what is considered one of the sector's most significant long-term growth opportunities [7]

Key Takeaways CRWD integrated Falcon Shield with Qualtrics to expand SaaS security into sensitive business apps.CrowdStrike made Falcon available on Microsoft Marketplace, easing cloud procurement and deployment.CRWD's deals with NordVPN and Aramco extend its platform into consumer security and critical infrastructure.CrowdStrike Holdings (CRWD) is using partnerships to support growth and expand its reach. The company’s recent partnerships with Qualtrics, Microsoft, NordVPN and Saudi Aramco demonstrate how ...

Core Viewpoint - CrowdStrike is experiencing strong growth, but its stock valuation assumes this growth will continue without significant challenges, leading to a potential disconnect between stock performance and business fundamentals [1][2]. Financial Performance - In the third quarter of fiscal 2026, CrowdStrike's revenue increased by 22% year over year to $1.23 billion, with subscription revenue growing by 21% to $1.17 billion [5]. - Annual recurring revenue (ARR) rose by 23% year over year to $4.92 billion, with net new ARR of $265 million for the quarter [6]. - The company generated $398 million in operating cash flow and $296 million in free cash flow, resulting in a free cash flow margin of 24% [7]. Customer Adoption - 49% of customers are using six or more modules, an increase from 48% in fiscal Q2 and 47% in the previous year [5]. - Adoption rates for seven and eight modules stand at 34% and 24%, respectively [5]. Valuation Concerns - Despite strong revenue growth and cash generation, CrowdStrike reported a loss from operations of $69 million in fiscal Q3, raising concerns about its profitability [9]. - The company's market capitalization is approximately $98 billion, and its price-to-sales ratio of 21 is considered high for a software company, indicating that the stock is priced for near-perfect execution [10][11]. Competitive Landscape - The cybersecurity market is becoming increasingly crowded, with potential pricing pressures from larger tech companies offering bundled security solutions [13]. - Execution risks are present, particularly related to incident-related costs from product updates, which could impact sales [14].