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How Investors Are Reacting To CrowdStrike Holdings (CRWD) Doubling Down On AI Security And Stock Split
Simply Wall St.77d agoneutral
How Investors Are Reacting To CrowdStrike Holdings (CRWD) Doubling Down On AI Security And Stock Split

In recent months, CrowdStrike has expanded its AI Detection and Response offerings, completed a 4-for-1 stock split, and deepened partnerships such as Grant Thornton standardizing its managed security services on the Falcon platform. These moves highlight CrowdStrike’s bid to become a core layer of AI-era cyber defense, linking its growth ambitions directly to rising demand for AI-driven security and identity protection. With AI Detection and Response now central to its story, we’ll...

Palo Alto Just Soared 28% in a Month. Should Investors Take Profits and Rotate Into CrowdStrike or Fortinet?
24/7 Wall St.77d agobullish
Palo Alto Just Soared 28% in a Month. Should Investors Take Profits and Rotate Into CrowdStrike or Fortinet?

Shares of Palo Alto Networks (NASDAQ:PANW) are climbing again Thursday, up 5% in midday trading to $337 as the broader cybersecurity sector rebounds. The move caps a powerful rally that has Palo Alto Networks stock up 28% over the past month, making it the standout of the group. The rally extends across the sector. CrowdStrike ... Palo Alto Just Soared 28% in a Month. Should Investors Take Profits and Rotate Into CrowdStrike or Fortinet?

Jim Cramer: “Anthropic Is the Winner Now” as Enterprises Move to Slash Tech Budgets in Half
24/7 Wall St.77d agoneutral
Jim Cramer: “Anthropic Is the Winner Now” as Enterprises Move to Slash Tech Budgets in Half

On CNBC’s Squawk on the Street on July 9, 2026, Jim Cramer argued that the real profit engine of the enterprise AI wave sits at the model layer, which is collecting the checks hyperscalers are writing. “Anthropic is the one that’s actually making a lot of money doing some work on Salesforce,” Cramer said, going ... Jim Cramer: “Anthropic Is the Winner Now” as Enterprises Move to Slash Tech Budgets in Half

Morgan Stanley Keeps Overweight Rating on CrowdStrike (CRWD)
Insider Monkey77d agoneutral
Morgan Stanley Keeps Overweight Rating on CrowdStrike (CRWD)

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the 15 Best NASDAQ 100 Stocks to Buy Other Than SpaceX. On July 7, 2026, Morgan Stanley lowered the firm’s price target on CrowdStrike Holdings, Inc. (NASDAQ:CRWD) to $172 from $172.50 and kept an Overweight rating on the shares. On July 8, Benchmark raised the firm’s price target […]

Grant Thornton Picks CrowdStrike (CRWD) to Power Its Global Cybersecurity Platform
Insider Monkey79d agoneutral
Grant Thornton Picks CrowdStrike (CRWD) to Power Its Global Cybersecurity Platform

With a 5-year EPS growth forecasted at 29.19%, CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is among the 12 Best Cybersecurity Stocks to Buy and Hold for the Long Term. On June 16, CrowdStrike Holdings, Inc. (NASDAQ:CRWD) and Grant Thornton Advisors announced that Grant Thornton will standardize its managed security services on the CrowdStrike Falcon platform through the Falcon Complete […]

The U.S. Government Is Now Using Anthropic’s AI to Hunt Bugs in Its Own Code
24/7 Wall St.79d agoneutral
The U.S. Government Is Now Using Anthropic’s AI to Hunt Bugs in Its Own Code

On CNBC’s Squawk Box on July 7, 2026, anchors dug into fresh Reuters reporting that the U.S. cyber defense agency is using Anthropic’s Mythos software to audit federal code for vulnerabilities foreign adversaries could exploit. The tool, per that reporting, has already flagged a meaningful number of bugs in government systems. For an industry that ... The U.S. Government Is Now Using Anthropic’s AI to Hunt Bugs in Its Own Code

3 Reasons CRWD Has Explosive Upside Potential
StockStory79d agoneutral
3 Reasons CRWD Has Explosive Upside Potential

Shareholders of CrowdStrike would probably like to forget the past six months even happened. The stock has dropped 58.1% and now trades at a new 52-week low of $194.15. This may have investors wondering how to approach the situation.

Is CrowdStrike Holdings (CRWD) Expensive As Its Stock Split Puts Valuation Back In Focus?
Simply Wall St.79d agoneutral
Is CrowdStrike Holdings (CRWD) Expensive As Its Stock Split Puts Valuation Back In Focus?

CrowdStrike Holdings (CRWD) is back in focus after its first 4-for-1 stock split took effect in early July, making the stock price more accessible while leaving the company’s underlying business value unchanged. See our latest analysis for CrowdStrike Holdings. That stock split comes on top of a strong run for CrowdStrike Holdings, with the share price at $199.38 after a 1 month share price return of 18.85% and a 3 year total shareholder return of more than 4x. This suggests momentum has been...

CrowdStrike (CRWD) Sees 5x AIDR Demand As Identity Push Broadens Its Platform
Simply Wall St.80d agoneutral
CrowdStrike (CRWD) Sees 5x AIDR Demand As Identity Push Broadens Its Platform

CrowdStrike Holdings (NasdaqGS:CRWD) is reporting strong customer adoption for its new AI Detection and Response, or AIDR, product category. Management points to a fivefold increase in demand for AIDR and a quarter that set a record for new annual recurring revenue, or ARR. The company has joined the OpenID Foundation and partnered with IDPro, extending its cybersecurity platform into identity security beyond endpoint protection. CrowdStrike Holdings is best known for its Falcon platform,...

CrowdStrike (CRWD) Stock Trades Up, Here Is Why
StockStory80d agoneutral
CrowdStrike (CRWD) Stock Trades Up, Here Is Why

Shares of cybersecurity platform provider CrowdStrike (NASDAQ:CRWD) jumped 5.3% in the morning session after sentiment improved following its recent stock-split amid a firmly risk-on tech tape, and the still-intact AI-security demand story.

CrowdStrike Surges 5%, Palo Alto and Okta Gain 4% as Cybersecurity Stocks Rally on Analyst Upgrades
24/7 Wall St.81d agobullish
CrowdStrike Surges 5%, Palo Alto and Okta Gain 4% as Cybersecurity Stocks Rally on Analyst Upgrades

Shares of major cybersecurity names are rallying in Monday’s midday session. CrowdStrike Holdings (NASDAQ:CRWD) stock is up 5% to $204 and change, leading the group higher. Palo Alto Networks (NASDAQ:PANW) shares are climbing 4% to $363, and Okta (NASDAQ:OKTA) stock is up 4% to $147. The Amplify Cybersecurity ETF (NYSE ARCA:HACK) is also higher, with ... CrowdStrike Surges 5%, Palo Alto and Okta Gain 4% as Cybersecurity Stocks Rally on Analyst Upgrades