瑞穗将CrowdStrike的目标价从540美元下调至490美元，维持"中性"评级。(格隆汇) ...

CrowdStrike (NASDAQ:CRWD) is one of the AI Stocks to Watch. On February 12, leading privacy and security-focused VPN service NordVPN announced that it has selected CrowdStrike (NASDAQ:CRWD) to power its Threat Protection Pro feature. This will allow the company to integrate enterprise-grade business intelligence into consumer security. The collaboration will enable CrowdStrike Threat Intelligence to enhance NordVPN’s ability to protect users against modern cyber threats while maintaining a privacy-first ...

1,538,891+$8.64+6.82%$135.35## Top Losing Stocks[Constellation Brands][STZ]• Vol: 6,064,575-$13.068.04%$149.30[Norwegian Cruise Line][NCLH]• Vol: The AI-Fueled Cyber Threat Boom Means These Two Stocks Will Win Big - 24/7 Wall St.[S&P 5006,844.80 +0.13%][Dow Jones49,552.60 +0.16%][Nasdaq 10024,693.00 -0.11%][Russell 20002,640.50 -0.25%][FTSE 10010,488.40 +0.33%][Nikkei 22556,813.00 -1.26%][Investing]# The AI-Fueled Cyber Threat Boom Means These Two Stocks Will Win Big### Quick ReadZscaler ([ZS]) tracked 989. ...

巴克莱认为，市场正在重演历史性的恐慌，但这次可能是错误的。 据追风交易台，2月13日，巴克莱分析师Raimo Lenschow团队在最新研报中指出，投资者目前对生成式AI（GenAI）的反应是基于"最坏情况假 设"——即认为传统软件公司的终值将归零。这种恐慌与10年前亚马逊AWS崛起时市场对软件行业的"死亡判决"如出一辙。 历史数据表明，灭绝并未发生。 尽管AWS确实夺取了市场份额，但没有一家成熟的软件巨头因此破产。相反，微软、Salesforce等巨头通过进化 实现了数倍甚至数十倍的市值增长。对于投资者而言，当前的无差别抛售（Software Sell-off）创造了巨大的错配机会。GenAI将扩大而非单纯取 代软件市场，那些拥有核心记录系统和特定领域护城河的公司被错误定价了。 似曾相识的"末日论"：从AWS到GenAI 目前软件板块的投资者情绪正处于一个极端独特的时刻。市场普遍认为GenAI将从根本上改变世界，这导致了一个简单粗暴的投资逻辑：买入AI 新贵，做空一切传统软件。 让我们用数据说话。回顾过去10年，AWS确实取得了巨大的成功，占据了相当大的市场份额，许多AWS产品（如Redshift、Hado ...

Core Viewpoint - CrowdStrike Holdings, Inc. (NASDAQ: CRWD) is recognized as an attractive investment opportunity due to its valuation and growth potential in the AI-driven cybersecurity sector, with a price target set at $446.00 by HSBC analyst Stephen Bersey [1]. Group 1: Financial Performance - HSBC projects a non-GAAP EPS CAGR of 38.3% for CrowdStrike over FY26-29, supported by a strong revenue CAGR of 27.5% and an expansion of non-GAAP operating margins by 775 basis points [2]. - The company's non-GAAP operating margin for CY26 is estimated at 21.6%, which is below the 40%+ margins of other established software companies, indicating significant room for improvement [3]. Group 2: Competitive Advantages - CrowdStrike holds a leadership position in the high-growth area of cybersecurity, benefiting from its cloud-native architecture and structural advantages in AI/ML-driven detection [1]. - The firm highlights that competitors like Palo Alto face challenges in scaling endpoint data aggregation, giving CrowdStrike a competitive edge [2]. - The rising adoption of cloud-based software and the ongoing AI revolution are expected to further enhance CrowdStrike's market position [3].

Core Viewpoint - The software sector is experiencing significant declines due to fears surrounding AI advancements, creating potential investment opportunities for discerning investors [1][2]. Group 1: Market Overview - The S&P North American Technology Software Index has entered bear market territory, dropping over 30% from its peak in early September [2]. - Concerns about AI tools disrupting traditional software and digital automation providers have led to a sell-off in legacy software and SaaS stocks [2]. Group 2: Expert Opinions - Nvidia CEO Jensen Huang and Wedbush analyst Dan Ives argue that the software industry is not in decline and that the current sell-off is exaggerated, suggesting that enterprises will not abandon established software for unproven technologies [3]. - Ives believes this situation presents a buying opportunity for reputable technology stocks [3]. Group 3: Company Highlights - **Microsoft**: - Stock has fallen 25% from its peak and is trading at 25 times earnings, with a price target of $575, indicating a potential upside of 42% [6]. - The company is heavily invested in AI, integrating it across its products and services, and its Azure Cloud solutions are seeing strong demand [5][6]. - **CrowdStrike**: - The stock has decreased by 25% and is trading at 22 times sales, with a price target of $600, suggesting a 44% upside [8]. - CrowdStrike specializes in cybersecurity and is well-positioned to protect against AI-driven threats [7][8]. - **Snowflake**: - The stock has dropped 35% from its peak and is trading at 13 times sales, with a price target of $270, indicating a potential upside of 51% [11]. - Snowflake's AI-centric platform enhances data management and security, benefiting from increased AI adoption [10][11]. - **Salesforce**: - The stock has fallen 44% and is trading at 25 times earnings, with a price target of $375, implying a potential upside of 103% [13]. - Salesforce has a long history in CRM solutions and has integrated AI into its offerings, creating a strong competitive advantage [12][13]. - **Palantir Technologies**: - The stock has decreased by 36% and is trading at 210 times earnings, with a price target of $230, suggesting a 70% upside [16]. - Palantir's AI platform is in high demand, providing real-time solutions and a strong ROI for businesses [15][16]. - Ives predicts Palantir could become a trillion-dollar market cap company, indicating a long-term upside of 209% [17].

Investors with a lot of money to spend have taken a bearish stance on CrowdStrike Holdings (NASDAQ:CRWD).And retail traders should know.We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with CRWD, it often means somebody knows something is about to happen.So how do we know what these investors just did? Today, Benzinga's options sca ...

AUSTIN, Texas--(BUSINESS WIRE)--CrowdStrike (NASDAQ: CRWD) today announced it has been named the Customers' Choice in the 2026 Gartner Peer Insights™ 'Voice of the Customer' for User Authentication report.1 CrowdStrike has the most 5-star reviews, the most verified reviews, and the highest product capability rating of 4.7 (tied), of any vendor in the report, based on 179 overall responses as of January 2026 and a 96% Willingness to Recommend score. CrowdStrike is the only platform that secures. ...

Investment Strategy - The focus is on creating a stable flow of retirement income through a unique strategy developed by the founder's father, which has proven effective over time [5][6] - The investment approach includes three income portfolios with risk levels ranging from 5% to 12%, and two growth portfolios aimed at capital gains [6][7] - The strategy emphasizes capital preservation, aiming to maintain a majority of funds in dependable stocks with yields of 5% to 7% as retirement approaches [7][11] Portfolio Management - The growth side of the portfolio is gradually reduced over time, with a small percentage retained for potential high returns, exemplified by Tesla's significant growth [8] - In the previous year, the strategy successfully harvested approximately $173,000 in profits from stocks like Nvidia, which were then redeployed into income-generating assets [10] - The approach includes taking profits from high-performing stocks and reallocating them to maintain a balanced income stream [10][19] Market Insights - The energy sector was identified as a major loser in the previous year, but has since rebounded, with stocks like ExxonMobil and Chevron showing significant gains [13][15] - The current market is characterized by high volatility, with the Fed's hawkish statements and upcoming economic data being critical factors to watch [32][34] - Concerns about employment weakening due to AI advancements are noted, with the upcoming employment report expected to be significant for market direction [34] Tax Considerations - Tax loss harvesting is a strategy employed to offset gains with losses, influencing stock movements at the beginning of the year [52][53] - The earnings season has shown a trend where stocks reporting good earnings are still experiencing sell-offs, indicating a cautious market environment [55] Long-term Perspective - Emphasis is placed on maintaining a long-term investment perspective amidst market noise and volatility, with a focus on high-conviction holdings [37][63] - Historical market recoveries are highlighted as a reassurance for investors during downturns, encouraging patience and strategic decision-making [60][62]

Quick Read JPMorgan identified CrowdStrike (CRWD), Palo Alto Networks (PANW) and Zscaler (ZS) as long-term winners amid AI-driven cyber threats. Palo Alto Networks reported 16% revenue growth to $2.47B in fiscal Q1. Operating margins exceeded 30% for two consecutive quarters. CrowdStrike’s Falcon Flex generated $1.35B in annual recurring revenue. Zscaler’s emerging products exceeded $1B in combined ARR. A recent study identified one single habit that doubled Americans’ retirement savings and moved r ...