Analysts see budgets moving higher

Amazon stock rises after the e-commerce and cloud computing giant pledges to invest $5 billion in Anthropic.

CrowdStrike Holdings (NASDAQ:CRWD) stock just earned a strong endorsement from KeyBanc, which upgraded shares to Overweight and set a $525 price target. The firm’s thesis centers on Anthropic’s Mythos AI model as a catalyst for a new wave of AI-driven cybersecurity demand, and KeyBanc believes CrowdStrike is positioned better than almost anyone to capture it. ... KeyBanc Just Upgraded CrowdStrike to Overweight With a $525 Target: Is Mythos the Next AI Cybersecurity Inflection?

Intel upgraded, Reddit initiated: Wall Street's top analyst calls

The Nasdaq Composite (^IXIC) looks set to recapture gains on Tuesday with all eyes on Apple (Nasdaq: AAPL) after CEO Tim Cook announced he would be stepping down. Tech futures are rising about 0.3% higher early Tuesday. President Trump has signaled that a deal between the U.S. and Iran is now taking shape, adding further ... Nasdaq Composite Jumps on Earnings Momentum, AI Spending and Mideast Deal Hopes

O The S&P 500 (^GSPC) is poised to open higher today on tailwinds sent from corporate America’s earnings. After starting off the week on shaky footing amid another bout of uncertainty surrounding the U.S./Iran ceasefire, stocks see the glass half full today. Oil prices are showing signs of easing, with both WTI Crude and Brent ... S&P 500 Eyes Apple’s Changing of Guard, AI Tailwinds as Oil Pulls Back on Iran Deal Talks

CrowdStrike stock was upgraded to Overweight from Standard Weight, with a price target of $525 by KeyBanc’s Eric Heath.

AUSTIN, Texas & DA NANG, Vietnam, April 21, 2026--JAPAC Partner Symposium -- CrowdStrike (NASDAQ: CRWD) today announced an expansion of its Managed Security Service Provider (MSSP) go-to-market strategy across Japan and Asia Pacific (JAPAC), increasing access to the CrowdStrike Falcon® platform for small and medium-sized businesses (SMBs) and accelerating AI-driven cybersecurity transformation. Through expanded strategic partnerships with Dicker Data and Otsuka Corporation, this distributor-led

ZS' RPO jumps 31% to $6.1B, fueled by big deals and multi-year contracts, signaling strong future revenue visibility and sustained demand.

In the most recent trading session, CrowdStrike Holdings (CRWD) closed at $418.2, indicating a +1.71% shift from the previous trading day.

Running at a loss can be a red flag. Many of these businesses face mounting challenges as competition increases and funding becomes harder to secure.

PANW's platform strategy is gaining traction with rising customer adoption, large deal wins and strong retention, supporting its long-term revenue growth outlook.

ZS stock plunges 42% YTD amid the broader industry sell-off, but strong growth, AI bets and improving valuation suggest holding it for now.

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) was among the stocks Jim Cramer looked at as he discussed the recent bounce in software stocks. Cramer highlighted the impact of AI on the stock, as he said: Then there are the two stocks of companies that shouldn’t even be grouped with the rest of the software industry at all. […]

Anthropic's unveiling of Project Glasswing and its Claude Mythos frontier model marks a watershed moment for cybersecurity, introducing an AI system capable of discovering and exploiting software vulnerabilities autonomously at unprecedented scale. In its latest newsletter, ARK Invest pointed to Mythos' breakout scores — 93.9% on SWE-bench Verified and 83.1% on CyberGym — as a signal of a major evolution in both software engineering and cybersecurity defense. The firm also said it views Project

Zacks.com users have recently been watching CrowdStrike (CRWD) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Once CrowdStrike's nemesis, Microsoft is now a collaborator. A shared interest in Formula 1 helped thaw the years-long fierce rivalry.

CrowdStrike Holdings (NasdaqGS:CRWD) has rolled out a series of AI-focused product launches, including Falcon Data Security, Agentic MDR, and the Charlotte AI AgentWorks Ecosystem. The company has expanded its collaborations with IBM, Intel, and HCLTech to tighten integration between its Falcon platform, partner AI tools, and hardware. These moves deepen CrowdStrike's approach to AI driven cybersecurity, with new features such as adversary informed cloud protection, agentic SOAR, and no code...

CrowdStrike stock has fallen amid fears that AI could disrupt cybersecurity, but the selloff may be overdone as the company’s platform remains well-positioned

CrowdStrike (CRWD) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

CrowdStrike Holdings Inc. (NASDAQ:CRWD) is one of the best US stocks to buy and hold for the next 3 years. On March 31, CrowdStrike and HCLTech expanded their partnership with the launch of Continuous Threat Exposure Management/CTEM services. This offering provides enterprises with an always-on view of their security posture by identifying, prioritizing, and remediating […]

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) ranks among the stocks that could 10x over the next 5 years. CrowdStrike Holdings, Inc. (NASDAQ:CRWD) stated on March 18 that it had expanded the scope of its GovCloud platform to assist US public-sector cybersecurity management. The offerings encompass Charlotte AI for Gov, which brings automated response tools and natural language […]

PANW drops 12% in three months, but strong SASE momentum and major enterprise wins may support a hold case despite near-term pressure.

The United States market remained flat over the last week but has experienced a 16% rise over the past 12 months, with earnings projected to grow by 15% annually in the coming years. In this context, identifying high growth tech stocks involves focusing on companies that demonstrate strong innovation and scalability potential, aligning with current market conditions and future growth expectations.

As the Q4 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the cybersecurity industry, including CrowdStrike (NASDAQ:CRWD) and its peers.

Wolfe Research has upgraded CrowdStrike and sees it as an AI beneficiary.

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is included in Mad Money’s latest recap as Jim Cramer outlined his strategy for market sell-offs. Cramer explained why AI disruption worries could be wrong, as he said: There’s a private company, it’s called Anthropic. They’re developing an AI model with unchecked agent abilities that theoretically could have tremendous cybersecurity powers. […]

Benchmark analyst Yi Fu Lee initiated coverage of CrowdStrike Holdings (NASDAQ:CRWD) with a Buy rating and a $500 price target, arguing the cybersecurity platform leader has a clear path to $10 billion in annual recurring revenue and sits at the center of a $150 billion total addressable market. The initiation arrives as CrowdStrike stock trades ... Wall Street Says Buy CrowdStrike And Watch It Gain $100 This Year

CRWD drops 21% in six months as slowing revenue growth and premium valuation weigh on investor sentiment despite strong Falcon Flex traction.

CrowdStrike's Next-Gen SIEM ARR surpasses $585M in Q4 FY26, growing more than 75% Y/Y as enterprises replace legacy tools and consolidate security platforms.

Amid a pullback in CrowdStrike, Wedbush’s Dan Ives sees a buying opportunity as cybersecurity demand accelerates.

CrowdStrike faces stock pressure despite strong revenue growth, with valuation concerns and emerging AI risks creating investment hesitation. Security leaders should monitor the company's ability to maintain growth while managing competitive AI-driven market shifts.

Major cybersecurity vendors CrowdStrike, Zscaler, and SentinelOne experienced significant stock declines as the sector faces renewed competitive pressure from AI-driven security solutions. Security leaders should monitor how traditional endpoint and cloud security providers adapt their strategies amid AI disruption.

Tenable shares dropped 8.5% as the cybersecurity sector faced broader selloff pressures driven by concerns over AI model competition. Security leaders should monitor how AI disruption impacts vulnerability management and exposure management platforms.

Multiple cybersecurity vendors experienced significant stock declines as the sector faced renewed concerns about AI model competition threatening traditional security solutions. Security leaders should monitor how AI integration impacts vendor differentiation and market positioning.

CrowdStrike's valuation is under pressure following a sector-wide cybersecurity selloff triggered by concerns that AI-native security tools from competitors like Anthropic could erode margins for established platforms. The stock has declined 8.3% over 7 days amid uncertainty about whether traditional security vendors can maintain competitive advantages against AI-native alternatives.