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$CRWD

49 stories mentioning CRWD

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Insider Trading

CrowdStrike Holdings Insider Sold Shares Worth $1,890,709, According to a Recent SEC Filing

George Kurtz, Director, President and Chief Executive Officer, on April 21, 2026, sold 4,161 shares in CrowdStrike Holdings (CRWD) for $1,890,709. Following the Form 4 filing with the SEC, Kurtz has control over a total of 2,319,812 Class A common shares of the company, with 2,219,812 shares held directly and 100,000 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1535527/000177856426000018/xslF345X05/form4-04232026_080401.xml

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Wire

Cantor Fitzgerald Raises Price Target on CrowdStrike to $550 From $520

CrowdStrike (CRWD) has an average rating of overweight and mean price target of $484.57, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $442.25, Change: $-24.43, Percent Change: -5.23%

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Wire

CrowdStrike Expands Real-Time Cloud Detection, Response Capabilities to Google Cloud

CrowdStrike (CRWD) said Wednesday it has expanded its real-time cloud detection and response capabilities to Alphabet's (GOOG, GOOGL) Google Cloud.The company said it also extended its CrowdStrike Falcon platform to regional Google Cloud infrastructure, which will help customers meet operational and data sovereignty requirements.Financial terms of the collaboration were not provided.Price: $457.73, Change: $+8.12, Percent Change: +1.80%

$CRWD$GOOG$GOOGL
Wire

CrowdStrike to Benefit From Higher Cybersecurity Spend, KeyBanc Says

CrowdStrike (CRWD) is positioned to benefit from accelerating cybersecurity spending driven by disruption fears stemming from Anthropic's restricted-access advanced Claude Mythos model, KeyBanc said in a Monday research note.KeyBanc sees CrowdStrike's core runtime protection abilities as the "enduring mission-critical function" for protection against attacks should a Mythos-like model becomes generally available, according to the note.The company's Falcon platform is well-positioned with many sectors of spending that are likely to be prioritized in expectation of risks posed by Mythos, analysts wrote.The company is a partner in Anthropic's Project Glasswing designed to test Mythos against cyber threats, which is expected to offer an incremental competitive advantage, KeyBanc stated.The brokerage said it upgraded the stock to overweight from sector weight and set a price target of $525 per share.Price: $452.77, Change: $+19.62, Percent Change: +4.53%

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Sectors

Sector Update: Tech Stocks Advance Pre-Bell Tuesday

Technology stocks were advancing pre-bell Tuesday, with the State Street Technology Select Sector SPDR Fund (XLK) up 0.3% and the State Street SPDR S&P Semiconductor ETF (XSD) 2% higher.CrowdStrike (CRWD) shares were up more than 1% after the company said it has expanded its go-to-market strategy across Japan and Asia Pacific, aiming to boost cybersecurity adoption among small and medium-sized businesses, or SMBs.Core Scientific (CORZ) stock was up more than 2% after the company said its Core Scientific Finance I unit plans to launch a private offering of $3.3 billion worth of senior secured notes due 2031.Sony Group (SONY) and Honda Motor (HMC) will scale down operations of their Sony Honda Mobility joint venture, citing difficulty in finding ways to bring products and services to the market in the short to medium term, the companies said. Sony Group shares were down more than 1% premarket.

$CORZ$CRWD$HMC$SONY$XLK$XSD
Sectors

Sector Update: Tech

Technology stocks were advancing pre-bell Tuesday, with the State Street Technology Select Sector SPDR Fund (XLK) up 0.3% and the State Street SPDR S&P Semiconductor ETF (XSD) 2% higher.CrowdStrike (CRWD) shares were up more than 1% after the company said it has expanded its go-to-market strategy across Japan and Asia Pacific, aiming to boost cybersecurity adoption among small and medium-sized businesses, or SMBs.

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Research

KeyBanc Upgrades CrowdStrike to Overweight From Sector Weight, Price Target is $525

CrowdStrike Holdings (CRWD) has an average rating of overweight and mean price target of $484.57, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)

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Wire

Microsoft, Salesforce Recent Sell-Offs Disconnected From Emerging AI Monetization Opportunities, Wedbush Says

Microsoft (MSFT), Salesforce (CRM) and ServiceNow's (NOW) recent sell-offs amid the broader software disposal are disconnected from the AI opportunities over the coming years, with enterprises moving to integrate AI across their tech stacks on a priority, Wedbush said in a note Monday.The brokerage said its tech team has seen a rapid pace of enterprise AI adoption over the past few weeks, as per conversations with multiple customers and partners across the board including throughout Asia, furthering its enterprise software sector AI monetization thesis.Increased AI usage is also lowering the cost and skill required to execute sophisticated cyber attacks, Wedbush said, adding that AI in cybersecurity does not reduce the need for endpoints and their vendors, but multiplies it as more enterprises deploy LLM-powered agents, meaning more run-time monitoring and identity governance.In this context, Wedbush said its favorites included CrowdStrike (CRWD), Palo Alto Networks (PANW), Zscaler (ZS), Check Point Software (CHKP), and Rubrik (RBRK).Price: $378.62, Change: $+7.75, Percent Change: +2.09%

$CHKP$CRM$CRWD$MSFT$NOW$PANW$RBRK$ZS
US Markets

Cloudflare Sell-Off Offers Buying Opportunity as Project Glasswing Concerns 'Overblown,' Oppenheimer Says

Cloudflare's (NET) stock sell-off offers a buying opportunity, while concerns around Project Glasswing are "overblown" as the cloud-services company is seen benefitting from a projected exponential growth in agentic artificial intelligence applications, Oppenheimer said Friday.Oppenheimer's upbeat outlook for Cloudflare comes as its shares tumbled 8.6% Thursday, which the brokerage attributed to competitive concerns around Anthropic's Project Glasswing initiative and a broader market weakness. Cloudflare shares were down 13% in Friday late-afternoon trade, bringing its year-to-date losses to nearly 15%.Project Glasswing is a cross-industry coalition formed to "secure the world's most critical software," Anthropic said in a statement. The alliance, which will be using Anthropic's unreleased Claude Mythos frontier model, includes Amazon (AMZN) Web Services, Apple (AAPL), Broadcom (AVGO), Cisco (CSCO), CrowdStrike (CRWD), Alphabet's (GOOG, GOOGL) Google, JPMorgan Chase (JPM), Microsoft (MSFT), Nvidia (NVDA), and Palo Alto Networks (PANW).Cloudflare is not part of the coalition.The concerns over Project Glasswing are "overblown," with the Cloudflare stock sell-off providing a "tactical buying opportunity," Oppenheimer analysts Param Singh and Jake Heimowitz said in a note to clients Friday. Claude Mythos will "proactively find and fix vulnerabilities across critical infrastructure," they said."We want to highlight that Cloudflare's security sales are tied to its physical network, which is necessary to funnel data traffic," the analysts wrote. "We see Cloudflare as a beneficiary of this growing sophistication in frontier models, which will support exponential growth in agentic AI applications and benefit Cloudflare across delivery, security, and compute."Cloudflare handles roughly 20% of global internet traffic volume, with Oppenheimer seeing the company as a share gainer and beneficiary from an "increasingly agentic web," the analysts said. Agentic AI is expected to drive data traffic growth at a compound annual growth rate of more than 20%, according to the note.The brokerage, which has an outperform rating on the Cloudflare stock, said its checks indicate an accelerating customer spend with the company amid "higher security module and compute attach."Price: $167.26, Change: $-25.79, Percent Change: -13.36%

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