Core Insights - CrowdStrike has achieved a market cap valuation of over $100 billion for the first time, placing it among elite companies in the cybersecurity sector [1] - It is now one of only two pure-play cybersecurity companies to reach this milestone, alongside Palo Alto Networks, which achieved a similar valuation shortly before CrowdStrike [2] - CrowdStrike's journey to this valuation included significant challenges, including a major incident in July 2022 that temporarily impacted its stock price [3] Company Overview - CrowdStrike was founded in 2011 and reached the $100 billion valuation in early 2025, demonstrating rapid growth compared to Palo Alto Networks, which was founded in 2005 [2] - The company is recognized as a leader in cybersecurity, particularly in endpoint security, having been named a leader by Gartner for five consecutive years [8] Business Model - CrowdStrike offers a comprehensive platform called Falcon, which includes 29 software modules that can be deployed as needed, facilitating customer adoption and increasing annual spending [9] - The business model allows for higher margins on incremental revenue from existing customers, as additional modules do not incur the same upfront costs as acquiring new customers [10] Financial Performance - The company is experiencing fast revenue growth and free cash flow growth, driven by the ease of deploying its modules and the high margins associated with them [11] - CrowdStrike's guidance for the upcoming fourth quarter suggests a strong growth rate of over 20%, indicating continued momentum in its revenue growth [13] Market Outlook - The cybersecurity market is projected to grow at a double-digit compound annual growth rate (CAGR), providing ample opportunity for CrowdStrike to sustain its growth trajectory [7] - The long-term trends in the cybersecurity space are favorable for CrowdStrike, suggesting that the $100 billion valuation may not be the last significant milestone for the company [14]

Core Insights - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1] - The Zacks Momentum Style Score helps investors identify stocks with strong momentum, addressing the challenges of defining momentum [2] Company Overview: CrowdStrike Holdings (CRWD) - CrowdStrike Holdings currently holds a Momentum Style Score of B and a Zacks Rank of 2 (Buy), indicating strong potential for outperformance [3][4] - The stock has shown significant price appreciation, with a 6.17% increase over the past week, compared to a 0.43% rise in the Zacks Internet - Software industry [6] - Over the last quarter, CRWD shares have increased by 20.62%, and by 31.13% over the past year, outperforming the S&P 500's gains of 6.22% and 26.2%, respectively [7] Trading Volume and Market Activity - CRWD's average 20-day trading volume is 3,008,741 shares, which serves as a bullish indicator when combined with rising stock prices [8] Earnings Outlook - Recent earnings estimate revisions for CRWD have been positive, with one estimate moving higher for the full year, increasing the consensus estimate from $3.73 to $3.74 [10] - For the next fiscal year, one estimate has also moved upwards, with no downward revisions noted [10] Conclusion - Given the strong momentum indicators and positive earnings outlook, CRWD is positioned as a solid momentum pick for investors seeking short-term gains [12]

Industry Overview - Global cybersecurity spending is projected to reach $292 billion by 2028, driven by digital transformation and increasing cyberattacks [1] - The urgency for advanced cybersecurity solutions is growing, presenting strong opportunities for long-term investors [9] Company: Palo Alto Networks (PANW) - Palo Alto Networks has a market capitalization of $126 billion and is a key player in the cybersecurity industry, with approximately 2.3 million new threats identified daily [2] - The company has expanded its offerings to include cloud security solutions like Prisma Cloud and SASE, as well as threat detection tools such as Cortex XSOAR [3] - Recently launched the Quantum Random Number Generator (QRNG) Open API framework to address quantum security risks and secured a $100 million contract with the U.K. Home Office [4] - In fiscal Q1 2025, Palo Alto reported a 14% year-over-year revenue increase to $2.1 billion, with subscription and support revenue up 16.3% and product sales growing 3.7% [5] - The company projects 14% revenue growth for fiscal 2025, estimating revenues between $9.12 billion and $9.17 billion, with earnings expected between $6.26 and $6.39 per share [5] - Shares are currently trading at $193, reflecting a 3.5% gain over the past five days and a 7% increase year-to-date, with a forward earnings valuation of 59 times [6] - Analysts remain bullish, with price targets set at $230 by Morgan Stanley and $225 by Scotiabank [6] Company: CrowdStrike (CRWD) - CrowdStrike has emerged as a resilient stock during market volatility, with its Falcon platform recognized for achieving 100% detection and protection in ransomware tests [7] - The company reported a 28% year-over-year revenue increase, reaching $1 billion, with annual recurring revenue surpassing $4 billion [8] - Two-thirds of CrowdStrike's customers use five or more software modules, indicating strong customer engagement [8] - Shares are currently trading at $401, reflecting a 6% gain over the past five days and a 19% increase year-to-date, with a price target of $410 from Cantor Fitzgerald [9]

CrowdStrike Holdings, Inc.’s (CRWD) shares sprung into the news on Tuesday following reports of a cyber attack against Chinese artificial intelligence (AI) sensation DeepSeek. Following these reports, CRWD’s stock rose 9.4%. This can be attributed to expectations among market participants that cybersecurity firms like CrowdStrike may benefit from increasing demand for their offerings as an AI race between superpowers begins.CrowdStrike’s valuation has continued to grow impressively over the past 12 months, ...

The stock market is still finding its footing after the January 27 sell-off, triggered by fears over the possible drop in artificial intelligence (AI) hardware spending. This capital outflow emerged after Chinese AI startup DeepSeek claimed it had trained its model using far fewer resources than entities like ChatGPT.Amid this chaos, the stock market remains a lucrative place that can turn a modest investment of $100 into ten-fold returns.  To this end, Finbold has identified two equities to buy now as the ...

CrowdStrike Holdings (CRWD) shares rallied 9.4% in the last trading session to close at $408.68. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 7% gain over the past four weeks.The upswing can be seen as the reflection of broader market recovery following DeepSeek's new AI model-led dramatic sell-offs in the tech sector on Monday. Additionally, the company’s announcement of achieving a perfect score on an in ...

Key TakeawaysCrowdStrike shares are likely to remain in focus after surging more than 9% Tuesday following news of a cyber attack against Chinese AI startup DeepSeek.The stock staged a decisive volume-backed breakout above a rectangle formation on Tuesday, setting the stage for further upside.The bars pattern tool, which extracts the price bars comprising the stock’s trending period from October 2023 to February last year and repositions them from Tuesday’s breakout, forecasts an upside target of $735.Inves ...

Key TakeawaysCrowdStrike Holdings shares hit a record intraday high Tuesday after a cyberattack hit Chinese AI startup DeepSeek.The attack comes after tech stocks sank Monday on news that DeepSeek's AI assistant runs on less-advanced chips and at a lower cost than U.S. rivals like OpenAI.Shares of other cybersecurity companies, including CloudFlare, Zscaler and Palo Alto Networks, also rose Tuesday. CrowdStrike Holdings (CRWD) was the S&P 500's second-best-performing stock Tuesday afternoon as it and other ...

CrowdStrike Holdings (CRWD 9.58%) stock is seeing strong bullish momentum in Tuesday's trading. The cybersecurity company's share price was up 9.3% as of 3:15 p.m. ET today. Meanwhile, the S&P 500 index was up 0.9%, and the Nasdaq Composite index was up 2%.CrowdStrike's valuation is bouncing back after concerns about DeepSeek's new AI model spurred dramatic sell-offs for the tech sector yesterday. Besides seeing recovery momentum in conjunction with gains for the broader market today, the stock is getting a ...

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Let's take a look at what these Wall Street heavyweights have to say about CrowdStrike Holdings (CRWD) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.CrowdStrike currently has an a ...