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CrowdStrike Holdings, Inc. provides cloud-delivered protection across endpoints and cloud workloads, identity, and data.
It offers threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. The company primarily sells subscriptions to its Falcon platform and cloud modules through its direct sales team that leverages its network of channel partners.
It serves customers worldwide. The company was incorporated in 2011 and is based in Austin, Texas.
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The so-called "SaaS-pocalypse" is back, and it's hitting harder today than it did yesterday. Anthropic's release of "Claude Code Security," an AI-driven security product, has rattled investors across the enterprise software and cybersecurity space, sending shares of Cloudflare (NYSE: NET), ServiceNow (NYSE: NOW), and CrowdStrike (NASDAQ: CRWD) sharply lower in Friday morning trading. This follows Thursday's brutal sector... The "SaaS-Pocalypse" Continues: Cloudflare, ServiceNow, CrowdStrike Under Fire as Anthropic Rewrites the Rules
CrowdStrike Holdings (NASDAQ:CRWD) currently trades at $426.51, while the Wall Street consensus price target sits at $489.86, a gap of roughly 14.85%.
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Anthropic has announced Project Glasswing to promote cybersecurity as the power of AI expands. Cybersecurity specialist CrowdStrike is a key partner in Project Glasswing.
The latest trading day saw CrowdStrike Holdings (CRWD) settling at $394.73, representing a -7.45% change from its previous close.
Two of Seeking Alpha's top tech analysts, Amrita Roy and Uttam Dey, share how they approach the sector. AI CapEx ROI is the defining theme for 2026, with hyperscalers' $680B spend shifting from cash flow-funded to debt-funded, intensifying scrutiny on revenue conversion.
Jason Brown (@brownreport) returns to Big 3 and offers stocks he sees adding muscle to the AI infrastructure theme. He sees Amazon (AMZN) "at the beginning, not the end" of its AWS capabilities, Cisco (CSCO) benefitting from hyperscaler and neocloud orders, and CrowdStrike (CRWD) serving as a crucial backbone for software as AI buildout continues.
CRWD's identity security business is accelerating fast, with strong ARR growth, product traction and rising enterprise demand boosting its role in future growth.
The software-as-a-service (SaaS) sell-off or SaaS-pocalypse, as it's commonly referred to, has been a major story this year.
CrowdStrike is best positioned to benefit from Anthropic's Project Glasswing initiative, shifting the narrative from 'AI kills cybersecurity' to 'AI powers next-gen security.' CRWD's Falcon platform saw record net new ARR growth of 47% YoY, with strong adoption of cloud security, next-gen identity, and SIEM modules, benefitting from growing platformization. Plus, its latest product announcements establish the endpoint as the epicenter for AI security as the pace of AI progress intensifies, positioning CrowdStrike as an indispensable partner.
BIP Wealth LLC acquired a new stake in CrowdStrike (NASDAQ: CRWD) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund acquired 2,762 shares of the company's stock, valued at approximately $1,295,000. Other hedge funds and other institutional investors also recently made changes to their positions
You're going to have a higher volume of attacks because AI is out there. It's going to find vulnerabilities that have never been found before, and you're going to have less time to actually patch these vulnerabilities. George Kurtz, CEO of CrowdStrike Holdings (NASDAQ: CRWD) The specific number Kurtz offered is the one I keep coming... CrowdStrike CEO warns AI will trigger explosion of cyber attacks with shrinking patch windows
Cybersecurity stocks could have more room to run, according to JPMorgan, which sees recent developments in artificial intelligence as a tailwind rather than a threat for leading players like Palo Alto Networks and CrowdStrike. The bank reiterated its overweight ratings on both companies following Anthropic's rollout of its advanced AI model, Claude Mythos Preview, as part of its Project Glasswing initiative.
