CrowdStrike cybersecurity emblem glows in a digital grid backdrop, underscoring strength in cloud defense. Key Points CrowdStrike’s growth and cash flow remain strong, but the stock’s valuation leaves little room for disappointment. A post-earnings pullback looks more like a “reset” than a breakdown, yet momentum can stay weak longer than expected. In 2026, the debate shifts from product quality to price paid: competition and market rotation could cap upside. Interested in CrowdStrike? Here are five s ...

Core Viewpoint - CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is recognized as a high-growth large-cap stock with a bullish outlook from analysts, particularly J.P. Morgan, which maintains a "Buy" rating based on the company's structural advantages in next-gen security [1][2]. Group 1: Analyst Ratings and Market Position - J.P. Morgan analyst Brian Essex emphasizes that CrowdStrike offers a faster and more cost-effective alternative to traditional SIEM platforms through its unified data and security functions, utilizing a single-agent architecture and LogScale's index-free data engine [2]. - Citizens also maintains a "Market Outperform" rating for CrowdStrike with a price target of $550.00, asserting that the company's premium valuation is justified due to its strong leadership in the endpoint protection market and the expansion of its total addressable market [4]. Group 2: Technological Advancements and Operational Efficiency - The integration of Onum enhances detection and response capabilities closer to data sources, while automation features like Charlotte AI and agentic SOAR help address staffing constraints in Security Operations Centers (SOC) and improve operational efficiency [3]. - The disciplined integration of mergers and acquisitions, along with robust execution since mid-year, has strengthened the platform's cohesion and overall effectiveness [3].

Whales with a lot of money to spend have taken a noticeably bearish stance on CrowdStrike Holdings.Looking at options history for CrowdStrike Holdings (NASDAQ:CRWD) we detected 43 trades.If we consider the specifics of each trade, it is accurate to state that 27% of the investors opened trades with bullish expectations and 48% with bearish.From the overall spotted trades, 8 are puts, for a total amount of $854,764 and 35, calls, for a total amount of $1,614,025.Expected Price MovementsBased on the trading a ...

Wall Street is already looking past 2025 and positioning for the next phase of the artificial intelligence boom, and Wedbush analyst Dan Ives says investors should focus on the “AI ripple effect” winners beyond just chipmakers.Ives told CNBC’s “Squawk Box” on Tuesday that Nvidia Corp. (NASDAQ:NVDA) remains one of his top overall AI names heading into 2026, but he believes the biggest upside will come from companies benefiting from the ripple effects of the AI boom rather than just chip sales.“It’s about the ...

Core Viewpoint - Artificial intelligence (AI) is expected to be the dominant investment theme in global markets by 2025, with a shift in focus towards companies that can leverage AI for sustained revenue growth as 2026 approaches [1][2] Group 1: Companies Benefiting from AI Adoption - Microsoft (NASDAQ: MSFT) is anticipated to be a primary beneficiary as enterprises expand AI workloads in cloud environments, with Azure's growth trajectory expected to strengthen [3] - Apple (NASDAQ: AAPL) is included due to rising expectations that AI will significantly enhance its ecosystem, leading to new revenue streams and deeper user engagement [5] - Tesla (NASDAQ: TSLA) is positioned as an AI-driven growth story, with advancements in autonomous systems and robotics expected to influence market valuation [6] - Palantir Technologies (NASDAQ: PLTR) has emerged as a strong performer in enterprise AI adoption, with demand for its platforms driving a significant re-rating [8] - CrowdStrike (NASDAQ: CRWD) is highlighted as cybersecurity spending increasingly intersects with AI, with a growing demand for AI-enhanced security solutions [10][13] Group 2: Stock Performance - Microsoft shares were trading at $487, having rallied over 15% year-to-date [3] - Apple shares were trading at $272, with an 11% year-to-date gain [5] - Tesla shares traded at $460, reflecting a 21% year-to-date increase [6] - Palantir shares surged to $183, marking a 143% increase [8] - CrowdStrike shares were trading at $475, having rallied over 36% [10]

同时，报告认为，苹果将能够利用其全球超过24亿台iOS设备和15亿部 iPhone，产生的庞大消费者基 础，从AI中获利。AI变现篇章的开启，可能会在未来几年为苹果的每股价值增加75到100美元。 Wedbush预计库克将至少担任该职位直至2027年底，以带领苹果完成这场关键的AI技术转型。 相关事件 Wedbush：除英伟达之外，AI领域最看好微软、苹果、特斯拉等五家公司 港股异动丨苹果概念股普涨 招银国际预期明年苹果将迎来"创新大年"，偏好苹果供应链 Wedbush：除英伟达之外，AI领域最看好微 软、苹果、特斯拉等五家公司 美股异动丨特斯拉盘前涨超1%，市场预期Optimus发包在即 Wedbush：除 英伟达之外，AI领域最看好微软、苹果、特斯拉等五家公司 罗博特科(300757.SZ)：与台积电、英伟达 共同开发的全球首个300mm双面晶圆测试平台已完成可靠性测试 Wedbush：除英伟达之外，AI领域最 看好微软、苹果、特斯拉等五家公司 美股异动丨迈威尔科技盘前续跌1% 消息称微软与博通洽谈定制芯 片合作 投行Wedbush发表报告，由Dan Ives领导的分析师团队将微软、Palantir、苹果 ...

至于Palantir，Wedbush认为，随着这家由亚历克斯.卡普领导的软件公司在政府和商业客户领域持续取 得令人瞩目的进展，该公司仍有望发展成为一家市值达1万亿美元的公司。 与此同时，由于CrowdStrike的产品套件在未来一年将继续在企业级市场扩张，该公司预计将从AI中受 益。 投行Wedbush称，除英伟达(NVDA.US)外，微软(MSFT.US)、Palantir(PLTR.US)、苹果(AAPL.US)、特斯 拉(TSLA.US)和CrowdStrike(CRWD.US)位列2026年人工智能领域最值得投资的前五大公司。 由丹.艾夫斯领导分析师团队表示，"在我们看来，华尔街低估了Azure的增长前景，以及雷德蒙德(微软 总部所在地)进入2026年之际即将发生的由AI驱动的转型。这使得微软成为我们未来一年最青睐的大盘 科技股之一，""虽然AI应用案例在2025财年显著增加，但显然，随着首席信息官(CIO)们纷纷为部署项 目排期，2026财年对于微软来说才是AI增长真正的拐点之年。" 在特斯拉方面，Wedbush预计其市值将在未来几个月达到2万亿美元；在牛市情境下，由于自动驾驶汽 车和机器人的兴起， ...

All right, in the meantime, Wed Bush Securities today out with its top tech names to own into next year. Among them, Microsoft, Apple, Tesla, Palunteer, Crowdstrike. One name that you're not seeing on that list, Nvidia.Dan Ives behind the call. He is the global head of technology research. And I have to issue the biggest correction in the history of my career, which is now that you're in the light, that that jacket is not McLaren Papaya.It is, I would dare say, peach. I look I mean I I'll take both sides ag ...

As we head into the new year, Wedbush analysts, led by Dan Ives, made it clear that cybersecurity giant CrowdStrike Holdings (CRWD) is one of their favorite tech names for 2026. While artificial intelligence (AI) remains a Wall Street keyword, CrowdStrike is expected to continue benefiting from the “AI cybersecurity trend” due to the popularity and “stickiness” of the company’s Falcon platform. More News from Barchart Also, they noted CrowdStrike's strategic steps to integrate AI into its platform as ...

Dan Ives is doubling down on artificial intelligence heading into 2026, arguing that investor excitement (and anxiety) around the scale of the AI buildout points to a pivotal year for the technology and the stocks most exposed to it. The Wedbush analyst said 2026 is shaping up as an “inflection point year” for the AI revolution, with the US maintaining a rare leadership edge over China in technology even as the trillions of dollars required to fully deploy AI across enterprises and consumers continue to unn ...