US EditionCybersecurity Showdown: CrowdStrike's Acquisition Spree vs Palo Alto's Platform Play
Analysts forecast 40% upside for CrowdStrike despite a near 10% AI-driven selloff; strong ARR growth and bullish sentiment contrast with insider selling concerns.
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2 Articles
Wall Street Gives CrowdStrike 40% Upside While AI Fears Drive the Selloff
Quick Read CrowdStrike (CRWD) and Cloudflare (NET) dropped nearly 10% after Anthropic released Claude Code Security for vulnerability detection. CrowdStrike posted record $265M net new ARR in Q3 (up 73% YoY) with 24% free cash flow margin. CrowdStrike’s CEO sold over 40,000 shares in early February at prices above where the stock trades today. Finally! You can open a SoFi Crypto account and access 25 plus cryptocurrencies without juggling ap…
CrowdStrike stock steadies after Anthropic AI tool rattles cybersecurity names
CrowdStrike shares closed down 0.02% at $350.25 Tuesday and slipped further in after-hours trading. The move followed a broader selloff in cybersecurity stocks sparked by concerns over new AI security tools from Anthropic. TD Cowen cut its price target on CrowdStrike to $480, citing market contraction. Investors await CrowdStrike’s March 3 earnings and outlook. The post CrowdStrike stock steadies after Anthropic AI tool rattles cybersecurity nam…
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