CrowdStrike Stock Attracts Congressional Buyers—Time to Invest?

Group 1: Cybersecurity Market Overview - Investors are increasingly turning to cybersecurity stocks as a bright spot amid market volatility, despite a general sell-off in technology stocks [1] - The cybersecurity industry is benefiting from the rise of AI, as both threats and defenses are becoming more sophisticated [4] - CrowdStrike estimates its total addressable market for its AI-native security platform at $116 billion, projected to grow to$ 250 billion by 2030 [5] Group 2: CrowdStrike Company Performance - CrowdStrike's stock (CRWD) has shown resilience, recovering from previous losses, with a current price of $364.83 and a consensus price target of$ 398.78, indicating a 9% upside [2][3] - The company reported $1.07 billion in free cash flow for FY 2025, with a free cash flow margin of 27% and a Rule of 40 score of 56 [3] - As of Q4 2025, 48% of CrowdStrike's customers utilized six or more modules of its Falcon platform, enhancing customer retention [7] Group 3: Congressional Insider Trading - Recent purchases of CrowdStrike stock by members of Congress may indicate confidence in the company's prospects, with at least three members buying shares in the last 90 days [8] - Notably, Marjorie Taylor Greene's purchase of CRWD stock on March 7, 2025, has seen an increase of over 8% since her acquisition [9] - Institutional buying in CrowdStrike totaled$ 4.84 billion in Q4, with buyers outpacing sellers by over $2 billion, reinforcing market confidence [10]