CrowdStrike Holdings, Inc. (NASDAQ:CRWD) shares slipped Thursday after the cybersecurity firm unveiled a planned acquisition tied to identity protection.The company said it will buy SGNL to strengthen its identity security offerings for modern hybrid environments.Under the agreement, CrowdStrike will pay mostly cash with some stock to acquire SGNL's technology and team. However, the firm did not disclose any other terms of the deal.The purchase is designed to enhance CrowdStrike's real-time authorization an ...

Insider selling can send chills, especially when it involves a high-growth tech stock like CrowdStrike Holdings (CRWD). Recently, several executives and key insiders have trimmed their CRWD positions from co-founder and leadership stock sales to smaller, yet noticeable, executive share reductions, sparking fresh debate on whether this signals a shift in conviction or simply routine liquidity events. CrowdStrike insiders sold shares last week totaling roughly $38.81 million, with CEO George Kurtz’s transa ...

Whales with a lot of money to spend have taken a noticeably bearish stance on CrowdStrike Holdings.Looking at options history for CrowdStrike Holdings (NASDAQ:CRWD) we detected 43 trades.If we consider the specifics of each trade, it is accurate to state that 27% of the investors opened trades with bullish expectations and 48% with bearish.From the overall spotted trades, 8 are puts, for a total amount of $854,764 and 35, calls, for a total amount of $1,614,025.Expected Price MovementsBased on the trading a ...

As we head into the new year, Wedbush analysts, led by Dan Ives, made it clear that cybersecurity giant CrowdStrike Holdings (CRWD) is one of their favorite tech names for 2026. While artificial intelligence (AI) remains a Wall Street keyword, CrowdStrike is expected to continue benefiting from the “AI cybersecurity trend” due to the popularity and “stickiness” of the company’s Falcon platform. More News from Barchart Also, they noted CrowdStrike's strategic steps to integrate AI into its platform as ...

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]

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 ...

Core Insights - CrowdStrike Holdings (CRWD) is leveraging partnerships to drive growth and enhance its market presence, particularly through the Falcon platform [1] Partnerships and Growth - The partnership with Amazon Web Services (AWS) allows CrowdStrike's Falcon Next-Generation Security Information and Event Management (SIEM) to be integrated directly into AWS Security Hub, facilitating easier access for AWS customers [2] - Collaborations with global system integrators like EY, Deloitte, and Wipro are enabling CrowdStrike to attract large enterprise clients looking to upgrade from legacy security tools [3] - The partnership with F5 enables Falcon to operate on F5 appliances, enhancing infrastructure security, while the Kroll partnership is transitioning approximately 500,000 endpoints to Falcon, targeting mid-market customer segments [4] Financial Performance and Estimates - The Zacks Consensus Estimate predicts a revenue increase of around 21% year-over-year for both fiscal 2026 and 2027 [5] - CrowdStrike's shares have decreased by 2.4% over the past three months, outperforming the Zacks Security industry's decline of 8.4% [8] - The forward price-to-sales ratio for CrowdStrike is 21.23, significantly higher than the industry average of 11.79 [12] - Earnings estimates indicate a decline of 5.6% for fiscal 2026, followed by a growth of 28.7% for fiscal 2027, with recent upward revisions of 4 cents and 3 cents respectively [15]

Deep-pocketed investors have adopted a bearish approach towards CrowdStrike Holdings (NASDAQ:CRWD), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in CRWD usually suggests something big is about to happen.We gleaned this information from our observations today when Benzinga's options scanner highlighted 9 extraordinary options activities f ...

CrowdStrike Holdings, Inc. (CRWD) is a leading U.S. cybersecurity technology company headquartered in Austin, Texas. Valued at a market cap of $123.2 billion, it specializes in cloud‑native security solutions designed to prevent breaches and protect enterprise IT infrastructure globally. Its core offering is the Falcon platform, a software‑as‑a‑service (SaaS) suite that provides comprehensive protection across endpoints, cloud workloads, identity, and data by combining real-time threat detection, automated ...