CrowdStrike TodayCRWDCrowdStrike$473.09 -3.24 (-0.68%) 52-Week Range$272.67▼$517.98Price Target$483.79Add to WatchlistCrowdStrike Holdings Inc. NASDAQ: CRWD delivered a bold new projection for net new annual recurring revenue (ARR) of at least 20% by 2027, and CRWD stock surged higher in response. The announcement was made at Fal.Con, which is the company’s Investor Day presentation. The announcement was a marked contrast to the cautious guidance CrowdStrike delivered in its August earnings report. The for ...

AUSTIN, Texas--(BUSINESS WIRE)--CrowdStrike (NASDAQ: CRWD) today announced it has been named an Innovation and Growth Leader in the 2025 Frost Radarâ"¢: Cloud Workload Protection Platforms, scoring highest of all vendors on the Innovation Index. Frost & Sullivan recognized CrowdStrike as the only CNAPP delivering unified, pre-runtime and runtime protection across hybrid and multi-cloud environments, accelerating the market's shift to consolidate fragmented tools onto a single, unified platfor. ...

CrowdStrike (NASDAQ: CRWD) is more competitively entrenched than ever in endpoint security while gaining traction in cloud protection and next-generation Security Information and Event Management (SIEM), according to recent customer feedback and discussions at Fal.Con 2025. This expanding market dominance and an aggressive contract strategy have led analysts to project sustained, strong recurring revenue growth well into fiscal year 2027 and beyond. Scotiabank analyst Patrick Colville upgraded CrowdStrike ...

Core Insights - The article compiles significant research calls from Wall Street that are influencing market movements [1] Upgrades - Argus upgraded Ulta Beauty (ULTA) to Buy from Hold with a price target of $570, noting the company's fourth consecutive earnings beat despite underperforming the S&P 500 and industry ETF IYC over the past quarter [2] - Scotiabank upgraded CrowdStrike (CRWD) to Outperform from Sector Perform with a price target of $600, increased from $440, highlighting that CrowdStrike is "more competitively entrenched than ever" in core endpoint security [2] - BNP Paribas Exane upgraded Arista Networks (ANET) to Outperform from Neutral with a price target of $172, up from $125, identifying the company as a "key beneficiary" of the multi-year AI data center capex supercycle [2] - MoffettNathanson upgraded Chewy (CHWY) to Buy from Neutral with a price target of $48, indicating that the recovery in pet household formation will reduce volatility in Chewy's quarterly customer additions, although the path to above-consensus customer additions and adjusted EBITDA in FY26 "will not be linear" [2] - Seaport Research upgraded Intel (INTC) to Neutral from Sell without a price target, suggesting that while Intel is facing challenges, the stock may benefit from follow-on investments and potential near-term "stop-gap solutions" [2]

Austin, Texas-based CrowdStrike Holdings, Inc. (CRWD) is a cybersecurity company that provides cloud-delivered, subscription-based security services through its Falcon platform. Valued at a market cap of $121.5 billion, the company’s offerings include endpoint protection, cloud workload security, identity protection, threat intelligence, vulnerability management, and automated response tools. Companies worth $10 billion or more are typically classified as “large-cap stocks,” and CRWD fits the label perfec ...

Group 1 - CrowdStrike (CRWD) experienced a significant operational bug in the summer of 2024, leading to a worldwide outage and a sharp decline in stock value [1] - Following the outage, CEO George Kurtz took proactive measures by engaging with hundreds of key customers to address their concerns [1] Group 2 - The article highlights the importance of leadership and customer engagement during crises, as demonstrated by CrowdStrike's response to the operational failure [1]

CrowdStrike used its Investor Day to reset expectations higher on both growth and profitability.CrowdStrike (CRWD -1.54%) did not treat Investor Day at Fal.Con 2025 as a routine update. Management leaned into what matters most to long-term shareholders: the cadence of net-new recurring revenue, the durability of its platform expansion, and the margin profile that can fund it. The market took notice, and shares jumped by double digits around the event as investors absorbed the new trajectory.Below are five f ...

Group 1: Salesforce Inc - Salesforce Inc continues to show strong growth in its cloud-based services, with a reported revenue increase of 25% year-over-year [1] - The company has expanded its customer base significantly, adding over 10,000 new customers in the last quarter [1] - Salesforce's focus on AI integration within its platform is expected to drive further growth and enhance customer engagement [1] Group 2: Fortinet Inc - Fortinet Inc reported a 30% increase in revenue, driven by strong demand for cybersecurity solutions [1] - The company has seen a notable rise in its subscription services, which now account for 70% of total revenue [1] - Fortinet's recent partnerships with major cloud providers are expected to enhance its market position and drive future growth [1] Group 3: CrowdStrike Holdings Inc - CrowdStrike Holdings Inc experienced a revenue growth of 40% year-over-year, reflecting the increasing need for endpoint security [1] - The company has successfully expanded its product offerings, which has contributed to a 25% increase in average revenue per user [1] - CrowdStrike's innovative approach to threat detection and response is positioning it as a leader in the cybersecurity market [1]

Summary of Key Points from the Conference Call Industry Overview - The focus is on the **AI security** sector, which is projected to represent a **$45 billion+ opportunity** in the coming years as organizations face an expanding threat landscape due to AI advancements [1][4][18]. Core Insights and Arguments - **Threat Landscape**: The introduction of AI significantly increases the threat surface and vectors, necessitating enhanced security measures. Organizations must invest in AI for Security to counteract smarter and more frequent attacks [4][9][49]. - **Investment Growth**: The AI security market is expected to grow at a **30-40% CAGR**, reaching over **$45 billion by 2028**, up from approximately **$16 billion today**. This growth is driven by the need for organizations to protect against AI-based attacks and comply with emerging regulations [4][21][36]. - **Automation in Security Operations**: There is a pressing need for automation within Security Operations Centers (SOC) due to understaffing and the increasing complexity of threats. **52%** of organizations have automated phishing attacks, and **40%** are looking to automate breach responses [10][62]. - **Managed Detection and Response (MDR)**: The MDR market is valued at **$9 billion** and is expected to benefit significantly from automation, potentially freeing up **$34 billion** in budgets for AI security investments [10][63]. Key Companies and Their Positions - Companies identified as best positioned to benefit from the AI security trend include **Palo Alto Networks (PANW)**, **CrowdStrike (CRWD)**, **Microsoft (MSFT)**, and **SailPoint (SAIL)**. These companies are expected to see early investments in AI for Security and related technologies [4][12][40]. Additional Important Insights - **Regulatory Environment**: As AI technologies evolve, compliance with regulations will become increasingly important, driving further investment in security solutions [120][123]. - **Machine Identities**: The rise of machine identities poses significant security risks, with **69%** of companies reporting more machine identities than human identities, complicating management and increasing vulnerabilities [84][100]. - **Data Security Posture Management (DSPM)**: With the explosion of data, DSPM solutions are critical for organizations to maintain visibility and control over their data across various environments [100][101]. - **Application Security Testing (AST)**: The need for advanced AST tools is growing as AI-generated code becomes more prevalent, with **40%** of such code failing to meet secure coding guidelines [105][106]. Conclusion - The AI security sector is poised for substantial growth driven by the increasing complexity of threats and the need for organizations to adapt their security measures. Key players in the market are well-positioned to capitalize on this trend, and regulatory compliance will further shape investment strategies in the coming years [4][21][120].

Group 1 - CrowdStrike Holdings Inc. is recognized as one of the top AI stocks to invest in currently, with Truist Securities maintaining a Buy rating and increasing the price target from $500 to $550 [1] - The price target adjustment follows CrowdStrike's Fal.Con conference, where the company shared insights on long-term operational assumptions, new solutions, total addressable market, and fiscal year 2027 targets [1] - Truist Securities expressed confidence in CrowdStrike's innovation pace and its ability to leverage trends such as artificial intelligence, vendor consolidation, and a more dangerous environment [2][3] Group 2 - CrowdStrike is a leader in cloud workload and endpoint protection, utilizing AI technology [3] - While CrowdStrike shows potential as an investment, some analysts believe other AI stocks may present greater upside with less risk [4]