Dan Ives Is Betting on Cyber-AI for 2026. 1 Stock to Load Up on Now.

Core Viewpoint - CrowdStrike Holdings (CRWD) is highlighted as a top tech investment for 2026, benefiting from the AI cybersecurity trend and the popularity of its Falcon platform [1][2]. Company Overview - CrowdStrike is headquartered in Austin, Texas, and specializes in cloud-based endpoint security and threat intelligence services [3]. - The company operates a unified Falcon platform that integrates endpoint detection, analytics, and response capabilities to protect enterprises from evolving cyber threats [3]. Financial Performance - For Q3 FY2026, CrowdStrike reported revenue of $1.23 billion, a 22.2% year-over-year increase, surpassing Wall Street's expectation of $1.21 billion [7]. - The company's market capitalization stands at $121.31 billion [4]. Stock Performance - Over the past 52 weeks, CrowdStrike's stock has increased by 34.23%, although it has declined by 4.57% in the last six months [5]. - The stock reached a 52-week high of $566.90 in November but is currently down 18.7% from that peak [5]. Valuation Metrics - CrowdStrike's stock is trading at a high valuation, with a price-to-non-GAAP earnings multiple of 114.76x, significantly above the industry average of 24.55x [6]. Analyst Ratings - Wedbush analysts maintain an "Outperform" rating on CrowdStrike's stock with a price target of $600, indicating a potential upside of 24.7% from current levels [2]. - Jim Cramer considers CrowdStrike one of the "best of breed" stocks in the cybersecurity market, suggesting it as a viable investment option [2]. Strategic Initiatives - The company is actively integrating AI into its platform to adapt to the evolving threat landscape, which is expected to enhance its market position [2]. - Robust demand for cybersecurity tools has driven stock performance, as businesses increase spending in response to rising cyber risks [4].