CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the stocks Jim Cramer discussed along with macroeconomic conditions. Cramer highlighted the company’s gains, as he said: “We asked if the cybersecurity stocks would remain unassailable in 2025. While the group has held up okay this year, I wouldn’t call it unassailable. The two that the trust owns, Palo Alto Networks and CrowdStrike, are up 3% and 41%, respectively. And across the entire range of cybersecurity names, there’s a lot of variation. I still be ...

Core Insights - 180 Wealth Advisors LLC increased its position in CrowdStrike by 227.9% in Q3, owning 14,024 shares valued at $6,877,000, making it the 23rd largest holding in their portfolio [2] - Several institutional investors have also made new purchases in CrowdStrike, with 71.16% of the stock owned by institutional investors [3] - CEO George Kurtz sold 17,550 shares at an average price of $481.38, totaling $8,448,219, resulting in a 0.83% decrease in his ownership [4] - CrowdStrike reported Q3 earnings of $0.96 EPS, beating estimates, with revenue of $1.23 billion, a 21.8% increase year-over-year [6] - Analysts have raised price targets for CrowdStrike, with a consensus target price of $555.10 and a majority rating of "Moderate Buy" [8] Institutional Activity - 180 Wealth Advisors LLC's holdings in CrowdStrike increased significantly, reflecting strong institutional interest [2] - New positions were established by AlphaQuest LLC, Howard Hughes Medical Institute, and Financial Gravity Companies Inc. during Q2, indicating growing confidence in the stock [3] - Financial Management Professionals Inc. increased its position by 91.9%, now owning 71 shares valued at $36,000 [3] Insider Transactions - CEO George Kurtz's sale of shares indicates a minor reduction in his stake, while CAO Anurag Saha also sold shares, reflecting insider activity [4] - Insiders sold a total of 117,559 shares valued at $59,246,587 over the last quarter, with insiders owning 3.32% of the stock [4] Financial Performance - CrowdStrike's stock opened at $481.19, with a market cap of $121.31 billion and a P/E ratio of -381.90 [5] - The company has a 1-year low of $298.00 and a high of $566.90, with moving averages of $514.28 (50-day) and $482.74 (200-day) [5] - The company has set FY 2026 guidance at 3.700-3.720 EPS and Q4 2026 guidance at 1.090-1.110 EPS [6] Analyst Ratings - Morgan Stanley, Truist Financial, Needham & Company, Stifel Nicolaus, and KeyCorp have all raised their price targets for CrowdStrike, reflecting positive sentiment [7][8] - The stock has received 32 Buy ratings, 18 Hold ratings, and 2 Sell ratings from analysts [8]

智通财经APP获悉，周五，三大指数收跌，盘中，标普500指数最高上涨至6945.77点，创盘中历史新 高。本周道指上涨1.2%，纳指上涨1.22%；标普500指数上涨1.4%，实现近五周内的第四周上涨。 【美股】截至收盘，道指跌20.19点，跌幅为0.04%，报48710.97点；纳指跌20.21点，跌幅为0.09%，报 23593.10点；标普500指数跌2.11点，跌幅为0.03%，报6929.94点。英伟达(NVDA.US)涨1.02%，特斯拉 (TSLA.US)跌2.1%，博通(AVGO.US)涨0.55%，苹果(AAPL.US)跌0.15%。 机构：金银上行趋势强劲，白银年底有望触及80美元。受美联储降息预期以及加剧避险需求的地缘政治 紧张局势提振，周五白银价格首破76美元关口，日内一度涨6%；黄金与铂金价格同样创下历史新高。 Zaner Metals副总裁兼高级金属策略师彼得·格兰特表示，对美联储在2026年进一步放宽政策的预期、美 元走软以及地缘政治紧张局势加剧，正推动清淡市场中的价格波动。尽管年底前可能存在一些获利了结 的风险，但上行趋势依然强劲。白银在年底前触及每盎司77美元、甚至80美元是 ...

And a new note today is calling out the best way to play the cyber AI theme. Let's bring in the man behind it, Dan Ies. He's global head of technology research at Wedbush.Dan, it's great to see you. Welcome to >> be here. >> Give me, you know, on a zero to 10 your excitement level about Nvidia, Tesla, and then cyber security in kind of ranked order or is it just going to be an uh, you know, rising tide lifts all boats next year.Why does Crowd Strike in particular jump out to you. Yeah, look I mean to me it' ...

Industry Overview - Cybersecurity is a rapidly growing market driven by the digitization of organizations and the increasing scale of cyber threats, with demand expected to continue growing through 2026 as threats evolve and architectures shift to cloud and AI [1] - The global cybersecurity market is projected to grow from $218.98 billion in 2025 to $562.77 billion by 2032, reflecting a compound annual growth rate (CAGR) of 14.40% [2] - Key sectors for investment opportunities include finance, healthcare, and government, with significant potential in AI-driven security, managed security services, and zero-trust architectures, particularly in emerging markets like Asia Pacific and South America [2] Market Dynamics - The cybersecurity sector benefits from strong secular tailwinds, but faces challenges such as intense competition, rapid technological changes, regulatory complexity, and high talent costs [3] - As cyber threats increase across various environments, companies are compelled to invest more in cybersecurity, making it essential for business continuity and digital trust [1][3] Company Highlights - **Qualys Inc. (QLYS)**: A leading provider of information security solutions, with a focus on continuous product innovation in areas like Vulnerability Management, Detection, and Response. The company raised its full-year 2025 revenue guidance to $665.8 million to $667.8 million, reflecting a 10% year-over-year increase [5][6] - **Fortinet Inc. (FTNT)**: Provides network security appliances and Unified Threat Management solutions. The company is experiencing strong demand from large enterprise customers, although it faces challenges in sales execution and marketing efficiency. Its full-year revenue guidance is $6.72 billion to $6.78 billion [8][9] - **CrowdStrike (CRWD)**: Specializes in next-generation endpoint protection and threat intelligence. The company expects revenues for fiscal 2026 to be between $4.797 billion and $4.807 billion, with a strong sales pipeline and customer adoption of its Falcon platform [10][11] - **Palo Alto Networks (PANW)**: Offers network security solutions and is enhancing its platform strategy through the acquisition of CyberArk Software, expected to close in the second half of fiscal 2026. This acquisition aims to strengthen identity-aware security and is projected to be accretive to revenue growth and gross margin [14][15]

Wedbush发表研报指，网络安全服务提供商CrowdStrike将是2026年"押注网络安全与AI交汇主题"的最佳 投资方式之一。Wedbush维持对CrowdStrike的"跑赢大盘"评级及600美元目标价。 ...

智通财经APP获悉，华尔街知名投资机构Wedbush发布研报称，网络安全领域的重要参与者CrowdStrike Holdings Inc.(CRWD.US)将是2026年"押注网络安全与AI交汇主题"的最佳投资方式之一。该机构维持对 这家网络安全服务提供商股票的"跑赢大盘"评级以及高达600美元目标价，并补充表示，CrowdStrike在 2026年将是Wedbush所编制的IVES AI 30(美股AI科技30强)名单上的核心赢家。CrowdStrike 最新股价徘 徊在477美元，今年以来股价涨幅高达40%，Wedbush目标价意味着25%潜在涨幅，以及将突破11月创下 566美元这一历史最高位。 CrowdStrike——堪称是受益于全球AI大浪潮的网络安全巨头。随着全球进入AI时代，当前网络安全市 场保持强劲增长态势，全球企业尤其是美国科技巨头们对网络安全领域的投入在多重因素驱动下稳步抬 升，背后的逻辑主要在于云计算和生成式AI技术导致全球"攻击面"扩大化、网络威胁手段日益复杂(包 括黑客利用最先进AI大模型)、以及围绕AI和数据安全的监管合规要求日趋严格等因素。 CrowdStrike已经将突破性的 ...

The cybersecurity company CrowdStrike Holdings Inc. (NASDAQ: CRWD) posted better-than-expected third-quarter results and raised its full-year 2026 revenue guidance. ...

Key Takeaways CRWD is driving growth through Falcon Flex, with ARR from Flex customers reaching $1.35B in Q3 fiscal 2026.FTNT is seeing strong SASE momentum, as FortiSASE billings grew over 100% year over year in Q3 2025.ZS is scaling fast in AI, Zero Trust and data security, with these pillars surpassing $1B in combined ARR.Cybercrime costs are exploding as more people, businesses, and governments rely on digital systems. Companies now use cloud platforms, online payments, remote work tools, and connected ...

CrowdStrike logo appears on a digital shield in a server room. Key Points CrowdStrike’s long-term growth story still hinges on platform adoption and expanding annual recurring revenue as customers add more modules. Partnerships with Amazon Web Services, Deloitte, and Wipro broaden distribution and support the company’s consolidation pitch in enterprise security. After a pullback from recent highs, investors should track the stock’s 50-day moving average and whether fundamentals keep justifying a premiu ...