We recently published Jim Cramer Talked About These 14 Stocks & Discussed AI And Layoffs. CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the stocks Jim Cramer recently discussed. CrowdStrike Holdings, Inc. (NASDAQ:CRWD), along with Palo Alto Networks, is one of Cramer’s top plays in the cybersecurity space. The CNBC TV host has remained optimistic about the sector throughout 2025 as he believes that the growth in computer networking and data, courtesy of AI, will create more opportunities for the indu ...

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the stocks Jim Cramer recently talked about. Cramer noted the stock’s action after Jensen Huang’s endorsement, as he said: “Or how about CrowdStrike, one of my favorite stocks that, along with Nvidia, we own for the Charitable Trust. It was cruising along, up seven bucks today, and then Jensen Huang, yes, the CEO of Nvidia, said something at his GTC conference in Washington. He told people, ‘I can’t think of a better company to protect AI than CrowdStrike ...

Core Insights - CrowdStrike and BT have formed a strategic partnership to launch BT Business Antivirus Detect and Respond, aimed at enhancing cybersecurity for small and medium-sized businesses (SMBs) in the UK [1][3][4] - The new service leverages CrowdStrike's AI-powered protection, which is typically used by large enterprises, to provide SMBs with advanced cybersecurity solutions [1][4] Company Overview - CrowdStrike is a global leader in cybersecurity, known for its advanced cloud-native platform that protects critical areas of enterprise risk, including endpoints and cloud workloads [8][9] - BT Group is the UK's leading provider of telecommunications and secure digital products, serving various customer segments including individuals, businesses, and public services [5][6] Market Context - According to CrowdStrike's State of SMB Cybersecurity Survey, only 11% of SMBs currently utilize AI-powered defenses, indicating a significant gap in cybersecurity capabilities among smaller businesses [2] - The partnership aims to address the vulnerabilities faced by SMBs due to limited resources and lack of in-house security expertise [2][3] Product Features - BT Business Antivirus Detect and Respond is designed for quick deployment and ease of use, providing ongoing support from BT's security experts for installation and incident response [3][4] - The service is built to protect against modern cyber threats, including ransomware, thereby empowering SMBs to operate with greater confidence [3][4]

Core Insights - Alphabet has diversified its investment strategy by building an equities portfolio valued at over $2.1 billion, consisting of 36 stocks, indicating a trend among large companies to invest in publicly traded firms using their own capital [2][4]. Group 1: Investment Moves - Alphabet has exited its long-term investment in CrowdStrike, a cybersecurity firm, which it initially invested in through its CapitalG fund, reflecting a strategic shift in its investment focus [4][5]. - The decision to divest from CrowdStrike may be attributed to the company's significant stock performance, which has increased over 700% since its IPO in 2019, allowing Alphabet to realize substantial gains [5][6]. Group 2: CrowdStrike's Performance - CrowdStrike has experienced steady revenue growth of close to 30% between fiscal 2024 and 2025, although recent management guidance has disappointed investors [7]. - The company is facing challenges, including growing losses due to a major tech outage in 2024, which is expected to incur $5.4 billion in charges, impacting its financial stability [8][9]. Group 3: New Focus - Following the exit from CrowdStrike, Alphabet has shifted its investment focus towards a space stock that, despite having little revenue, presents a compelling use case, indicating a strategic pivot towards emerging sectors [9].

Cryptocurrency Market Overview - Leading cryptocurrencies experienced declines, with Bitcoin down 1.77% at $112,213.85, Ethereum down 3.80% at $3,971.82, and Solana down 3.31% at $193.77 [1][2] - Bitcoin's trading volume surged by 11% in the last 24 hours, reaching an intraday high of $116,078 before falling back [3] - Approximately $400 million in bullish long positions were liquidated in the cryptocurrency market within the last 24 hours, while nearly $580 million in Bitcoin shorts are at risk of liquidation if prices rebound to $117,000 [3][4] - The global cryptocurrency market capitalization decreased by 1.91% to $3.78 trillion [5] Stock Market Performance - The stock market reached record highs, with the Dow Jones Industrial Average rising by 161.78 points (0.34%) to 47,706.37, the S&P 500 increasing by 1.23% to 6,875.16, and the Nasdaq Composite up by 0.80% to 23,827.49 [6][7] - Nvidia Corp. led the stock surge, gaining nearly 5% after announcing a $1 billion investment for a 2.9% stake in Nokia Corp. [7] Market Sentiment and Predictions - High expectations from an upcoming meeting between President Donald Trump and Chinese President Xi Jinping, along with nearly 100% odds of a Federal Reserve interest rate cut, contributed to bullish market sentiment [8] - Analyst Ali Martinez indicated that Bitcoin needs to surpass $120,000 to potentially reach $143,000, based on Market Value To Realized Value Extreme Deviation Pricing Bands [9] - On-chain analytics firm CryptoQuant suggested that the market is in a "relatively small" correction phase, with a potential surge in altcoins expected as the cycle nears its end [10]

Core Insights - CrowdStrike is collaborating with NVIDIA to develop always-on, continuously learning AI agents for cybersecurity [1] Group 1: Collaboration Details - The partnership will utilize Charlotte AI AgentWorks, NVIDIA Nemotron open models, NVIDIA NeMo Data Designer synthetic data, NVIDIA Nemo Agent Toolkit, and NVIDIA NIM microservices [1] - This collaboration aims to enhance the agentic ecosystem by building, powering, and securing it [1]

Core Insights - CrowdStrike Holdings, Inc. is a leading player in the cybersecurity industry, focusing on endpoint protection, threat intelligence, and cyberattack response services [1] - The company is recognized for its cloud-native Falcon platform, which provides comprehensive security solutions [1] Price Target and Market Performance - Arete Research set a price target of $706 for CRWD, indicating a potential upside of approximately 33.28% from its current price of $529.70 [2] - The stock has shown volatility, with a high of $535.52 and a low of $294.68 over the past year, and is currently priced at $529.70, reflecting a slight increase of $2.38 or about 0.45% [4] Recognition and Competitive Position - CrowdStrike has been recognized as the overall leader in the 2025 Frost Radar™ for SaaS Security Posture Management (SSPM) for the second consecutive year, highlighting its strong performance in growth and innovation [2][3] - The company's unified approach to SaaS security is essential for preventing breaches and cross-domain attacks, reinforcing its competitive position in the market [3] Trading Activity - Today's trading volume for CRWD is 1,756,063 shares, indicating active investor interest and supporting the potential for future growth [5] - The company's market capitalization is approximately $131.2 billion, underscoring its significant presence in the cybersecurity sector [4]

Market Overview - Futures are trading higher, driven by positive news regarding a potential trade agreement with China and the TikTok issue resolution [1] - Wall Street is anticipating a significant number of earnings reports this week, particularly from technology giants in the Magnificent 7 [1] - Strong retail participation and new overseas investments are contributing to the momentum towards the S&P 500 reaching 7000 [1] Treasury Yields - Yields are mixed, with shorter maturities trading modestly lower and longer maturities, such as the 30-year and 20-year bonds, showing small gains [2] - The Treasury Market and Wall Street are pricing in a near 100% chance of a 25-basis-point cut this week [2] Oil & Gas - West Texas Intermediate (WTI) and Brent Crude started the week slightly lower after a rally that pushed WTI above $60 [3] - OPEC+ production increases are identified as the main reason for recent pricing dislocation [3] - Analysts expect a jump in gasoline demand as prices drop nationwide heading into the holidays [3] - Natural Gas prices increased over 4%, closing at $3.44 [3] Gold Market - Gold prices fell below $4,000 per ounce after a significant rally, with analysts noting improved risk appetite and profit-taking [4] - A potential correction in Gold prices could last for months, although Central Bank buying may provide support [4] - Some analysts are projecting Gold prices to reach $5,000 and Silver to $60 [4] Analyst Ratings - CrowdStrike Holdings (CRWD) upgraded to Buy with a target price of $706 [5] - Southern Copper (SCCO) target price raised from $89 to $115, but maintains a Sell rating [5] - DTE Energy (DTE) initiated with an Overweight rating and a $157 target price [6] - McDonald's Corporation (MCD) started with a Neutral rating and a target price of $300 [6] - Starbucks Corporation (SBUX) initiated with a Neutral rating and a target price of $84 [6] - Constellation Energy (CEG) initiated with an Overweight rating and a $478 target price [6] - Fox Corporation (FOXA) upgraded to Buy with a target price of $97 [6] - BioMarin Pharmaceutical (BMRN) target price lowered from $90 to $80 while maintaining a Buy rating [6] - Dow Inc. (DOW) target price raised from $24 to $27 while keeping a Neutral rating [6] - Brinker International (EAT) initiated with an Outperform rating and a target price of $155 [6]

Core Insights - CrowdStrike Holdings, Inc. (CRWD) is a leading cybersecurity company with a market capitalization of $132.3 billion, providing cloud-based protection through a software-as-a-service (SaaS) model [1] Earnings Expectations - CRWD is expected to report Q3 earnings soon, with analysts predicting a profit of $0.07 per share, a decrease of 12.5% from $0.08 per share in the same quarter last year [2] - For fiscal 2026, analysts anticipate a loss per share of $0.21, down 57.1% from a profit of $0.49 in fiscal 2025, but expect a significant recovery in fiscal 2027 with EPS projected to grow 300% annually to $0.84 [3] Stock Performance - CRWD stock has increased by 76.2% over the past 52 weeks, outperforming the Technology Select Sector SPDR Fund's 29.8% and the S&P 500 Index's 18.4% during the same period [4] - The stock rose 3.1% on October 21 amid a broader market rally driven by positive corporate earnings, easing trade tensions, and optimism regarding potential interest rate cuts [5] Analyst Ratings - Analysts maintain a "Moderate Buy" rating for CRWD, with 26 out of 46 analysts recommending a "Strong Buy," three suggesting a "Moderate Buy," 14 advising a "Hold," and three recommending a "Strong Sell" [6] - The stock is currently trading above its mean price target of $500.17 [6]

Core Insights - CrowdStrike has been recognized as the overall Leader in the 2025 Frost Radar™ for SaaS Security Posture Management (SSPM) for the second consecutive time, highlighting its competitive advantage in the market [1] Company Performance - The company ranked highest among all vendors in terms of growth and innovation, indicating strong performance metrics and strategic positioning within the industry [1] Industry Trends - The recognition emphasizes the importance of a unified approach to SaaS security, which includes securing every identity—human, non-human, and AI agents—to effectively prevent SaaS breaches and cross-domain attacks [1]