|
Feb 18
|
|
$415.76
$415.76
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRWD
Jim Cramer Believes Crowdstrike (CRWD) Should...
|
|
Feb 18
|
|
$415.76
$415.76
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRWD
CrowdStrike vs. Allot: Which Cybersecurity St...
|
|
Feb 18
|
|
$415.76
$415.76
+0.0%
|
LONG
|
Jay Clayton
U.S. Attorney for the Southern District of New York / Former SEC Chair
|
"What happens when a bot steals and misuses personal information?... You give it to a bot and the bot sells it to somebody else. The bot uses it against you." Clayton highlights a specific emerging risk: AI Agents (like "Open Claw") acting autonomously with user credentials. This expands the cyber attack surface from simple phishing to automated identity theft and unauthorized transactions. This creates a structural tailwind for Identity Access Management (OKTA) and Endpoint Security (CRWD/PANW) to secure the "human-to-bot" handoff. Long Cybersecurity/Identity infrastructure as the necessary guardrail for Agentic AI. Regulatory delays in defining liability could slow enterprise adoption of AI agents, delaying the security spend cycle. |
CNBC
Watch CNBC’s full interview with U.S. Attorne...
|
|
Feb 18
|
|
$415.76
$415.76
+0.0%
|
LONG
|
Louise Dudley
Portfolio Manager, Federated Hermes
|
While broader tech is volatile, Dudley notes that for "Cyber securities... the backlog [is] very secure. These companies are going to be only more in demand." Unlike discretionary software which faces the "SaaS apocalypse," security is non-discretionary. As AI threats rise, corporate spend on defense (Cybersecurity) becomes sticky and essential, decoupling it from the general tech rotation. LONG Cybersecurity leaders (implied tickers CRWD / PANW) as a defensive growth play. High valuations in the sector leave little room for earnings misses. |
Bloomberg Markets
US-Iran Talks 'Progress' & Lagarde Reported t...
|
|
Feb 18
|
|
$415.76
$415.76
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRWD
CrowdStrike Partnerships With NordVPN And Sau...
|
|
Feb 17
|
|
$414.29
$415.76
+0.4%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRWD
Stock market today: Dow, S&P 500, Nasdaq futu...
|
|
Feb 17
|
|
$414.29
$415.76
+0.4%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRWD
Stock market today: Dow, S&P 500, Nasdaq futu...
|
|
Feb 17
|
|
$414.29
$415.76
+0.4%
|
WATCH
|
Nikesh Arora
CEO, Palo Alto Networks
|
Arora distinguishes his new acquisition's capability from standard industry tools: "This is different than other endpoint security, both us and other players in the industry sell called ADR [EDR]." Arora is explicitly targeting the "developer endpoint" (laptops running AI coding agents) as a gap in current EDR coverage. If PANW successfully corners the "AI Coding Security" market, it could pressure traditional EDR incumbents like CrowdStrike (CRWD) to innovate or lose share in the developer segment. WATCH. Monitor if CrowdStrike launches competing "Agentic Security" features for AI coding workflows. PANW's solution may be niche; CRWD has a sticky install base. |
Bloomberg Markets
Palo Alto Networks CEO Says Markets 'Have It ...
|
|
Feb 17
|
|
$414.29
$415.76
+0.4%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRWD
CrowdStrike Holdings (CRWD) Stock Drops Despi...
|
|
Feb 17
|
|
$414.29
$415.76
+0.4%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRWD
Indexes Waver, While Dollar Strengthens
|
|
Feb 17
|
|
$414.29
$415.76
+0.4%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRWD
Stocks Are Doing Something Rare. That Spells ...
|
|
Feb 17
|
|
$414.29
$415.76
+0.4%
|
LONG
|
Dan Ives
Star Analyst at Wedbush
|
"Cybersecurity is now not 5 to 8%. You could argue from everything we're seeing, 20, 25% of now the potential budgets... I think is being mispriced, that AI is a headwind where in fact, I think it actually is going to change the view of the sector." Investors fear that AI tools (like Anthropic) will replace traditional software and security vendors. Ives argues the opposite: the deployment of AI use cases requires massive "end-to-end" security infrastructure, effectively tripling the addressable budget share for leaders like Palo Alto and CrowdStrike. He cites M&A activity (specifically mentioning a deal involving CyberArk and Palo Alto) as proof of this platform shift. LONG. Ives explicitly calls PANW a "double table pounder" and identifies CRWD and ZS as top picks that will benefit from this inflection point. The sector is currently "guilty until proven innocent" with negative sentiment; risk of earnings upsets (as seen previously with PANW); market skepticism regarding the timeline of AI monetization. |
CNBC
Cyber security is going to be a huge growth a...
|
|
Feb 17
|
|
$414.29
$415.76
+0.4%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRWD
3 cybersecurity stocks that will see 'major t...
|
|
Feb 17
|
|
$414.29
$415.76
+0.4%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRWD
U.S. Stock Indexes Waver Before Pushing Highe...
|
|
Feb 17
|
|
$414.29
$415.76
+0.4%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRWD
US Equity Indexes, Treasury Yields Mixed in M...
|
|
Feb 17
|
|
$414.29
$415.76
+0.4%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRWD
Stocks Waver as Dollar Strengthens
|
|
Feb 17
|
|
$414.29
$415.76
+0.4%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRWD
CrowdStrike Stock Is Falling: What's Going On...
|
|
Feb 17
|
|
$414.29
$415.76
+0.4%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRWD
Cybersecurity stocks are pulling away from th...
|
|
Feb 17
|
|
$414.29
$415.76
+0.4%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRWD
CrowdStrike Named Frost & Sullivan’s Company ...
|
|
Feb 17
|
|
$414.29
$415.76
+0.4%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRWD
What's going on in today's session: S&P500 ga...
|
|
Feb 17
|
|
$414.29
$415.76
+0.4%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRWD
Nasdaq dives to 12-week low to extend losing ...
|
|
Feb 17
|
|
$414.29
$415.76
+0.4%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRWD
Itron (ITRI) Q4 Earnings and Revenues Top Est...
|
|
Feb 17
|
|
$414.29
$415.76
+0.4%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRWD
CrowdStrike Is Challenging Its 20-Day Moving ...
|
|
Feb 17
|
|
$414.29
$415.76
+0.4%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRWD
NordVPN Partners With CrowdStrike (CRWD) to B...
|
|
Feb 17
|
|
$414.29
$415.76
+0.4%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRWD
Truist Securities Maintains Buy on CrowdStrik...
|
|
Feb 17
|
|
$414.29
$415.76
+0.4%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRWD
Mizuho Maintains Neutral on CrowdStrike Holdi...
|
|
Feb 16
|
|
$429.64
$415.76
-3.2%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRWD
The AI-Fueled Cyber Threat Boom Means These T...
|
|
Feb 16
|
|
$429.64
$415.76
-3.2%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRWD
CrowdStrike NordVPN Alliance Extends Threat I...
|
|
Feb 16
|
|
$429.64
$415.76
-3.2%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRWD
Is Trending Stock CrowdStrike (CRWD) a Buy No...
|
|
Feb 14
|
|
$429.64
$415.76
-3.2%
|
LONG
|
Finnhub News
|
HSBC's positive outlook and identification of an attractive entry point for CrowdStrike suggest a bullish sentiment. |
Finnhub - CRWD
CrowdStrike (CRWD) Draws Fresh Optimism as HS...
|
|
Feb 14
|
|
$429.64
$415.76
-3.2%
|
LONG
|
Finnhub News
|
CrowdStrike's partnerships with Aramco and NordVPN indicate strategic expansion and potential for growth. |
Finnhub - CRWD
CrowdStrike Taps Aramco And NordVPN To Expand...
|
|
Feb 13
|
|
$429.64
$415.76
-3.2%
|
LONG
|
Bailey Lipschultz
Reporter, Bloomberg
|
Goldman Sachs launched an "AI Proof" basket. These names are on the LONG side. Goldman's logic is that these companies possess "physical execution," "regulatory entrenchment," or "human accountability" moats that AI cannot easily disrupt or replicate. They are viewed as defensive winners in an AI-dominated future. LONG based on the thematic rotation into high-quality software with defensible moats. High valuations in software stocks generally. |
Bloomberg Markets
Stocks Steady as Treasury Yields Slip After C...
|
|
Feb 13
|
|
$429.64
$415.76
-3.2%
|
LONG
|
Gitanas Nausėda
President of Lithuania
|
Lithuania is subject to "many sort of hybrid threats" including "cyber attacks" from Belarus and Russia, and relies on NATO assistance to deal with them. "Hybrid warfare" is the standard operating procedure for Russia, regardless of the kinetic war status in Ukraine. As the US prolongs its presence in the Baltics, the demand for US-standard cybersecurity infrastructure (Zero Trust, endpoint protection) to secure government and energy assets increases. LONG US Cybersecurity leaders. Budget cuts in EU defense spending if the economy contracts significantly. |
Bloomberg Markets
Ukraine Needs US to End War, Lithuania's Lead...
|
|
Feb 13
|
|
$429.64
$415.76
-3.2%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRWD
Three Stocks Priced Below Estimated Value In ...
|
|
Feb 13
|
|
$429.64
$415.76
-3.2%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRWD
This CrowdStrike Analyst Turns Bullish; Here ...
|
|
Feb 13
|
|
$429.64
$415.76
-3.2%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRWD
CrowdStrike: Dead Money Drag
|
|
Feb 13
|
|
$429.64
$415.76
-3.2%
|
NEUTRAL
|
Finnhub News
|
The headline merely indicates that a large number of analysts are covering and discussing CrowdStrike Holdings stock. |
Finnhub - CRWD
Beyond The Numbers: 36 Analysts Discuss Crowd...
|
|
Feb 13
|
|
$429.64
$415.76
-3.2%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRWD
HSBC Upgrades CrowdStrike Holdings to Buy, An...
|
|
Feb 13
|
|
$429.64
$415.76
-3.2%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRWD
JPMorgan Flags 'AI-Resilient' Software Names ...
|
|
Feb 12
|
|
$411.54
$415.76
+1.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRWD
The Smartest Growth Stock to Buy With $1,000 ...
|
|
Feb 12
|
|
$411.54
$415.76
+1.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRWD
AI-Led Security Boom Makes These 3 Cybersecur...
|
|
Feb 12
|
|
$411.54
$415.76
+1.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRWD
CrowdStrike Expands From Enterprise To Consum...
|
|
Feb 12
|
|
$411.54
$415.76
+1.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRWD
Smart Money Is Betting Big In CRWD Options
|
|
Feb 12
|
|
$411.54
$415.76
+1.0%
|
LONG
|
Pete Aguilar
Chair of the House Democratic Caucus
|
Aguilar lists "CISA, cybersecurity" alongside the Coast Guard and Secret Service as agencies that "should be funded through the continuation... just like other law enforcement agencies." Even in a highly partisan dispute where Democrats are trying to defund border enforcement (ICE), they explicitly carve out Cybersecurity (CISA) as essential/protected. This reinforces the thesis that cyber spending is "non-discretionary" government spending, immune to even the most severe budget cuts or political gridlock. LONG. Bipartisan support for cyber funding provides a safety net for government contracts in this sector. A total government shutdown (unlikely) would temporarily pause new contract awards. |
Bloomberg Markets
US Government Heading for Shutdown Over DHS F...
|
|
Feb 12
|
|
$411.54
$415.76
+1.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRWD
CrowdStrike Named a Customers’ Choice in the ...
|
|
Feb 12
|
|
$411.54
$415.76
+1.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRWD
1 Small-Cap Growth Stock Down 65% to Buy on t...
|
|
Feb 12
|
|
$411.54
$415.76
+1.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRWD
NordVPN Selects CrowdStrike to Deliver Indust...
|
|
Feb 12
|
|
$411.54
$415.76
+1.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRWD
NordVPN Selects CrowdStrike To Handle Threat ...
|
|
Feb 11
|
|
$415.81
$415.76
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRWD
“I Love CrowdStrike (CRWD) Here,” Says Jim Cr...
|
|
Feb 11
|
|
$415.81
$415.76
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRWD
CrowdStrike Aramco Saudi Cybersecurity Push A...
|