CrowdStrike

CRWD

Market cap $123B

CRWD's AI-native platform, AWS/NVIDIA partnerships, and accelerating ARR growth outshine FTNT. Buy CRWD stock for superior upside; hold or wait for FTNT.

Spending on cybersecurity remained resilient in the third quarter, with enterprise budgets running ahead of last year's pace and government shutdown fears turning into a surprise tailwind for deal activity, according to a Wedbush report. Roughly 86% of corporate cyber budgets have been used so far this year, compared with about 67% at this point in 2024, Wedbush said, suggesting more companies are locking in long-term security contracts despite tighter IT spending elsewhere.

CrowdStrike stock (NASDAQ: CRWD) has climbed 12% over the past month, fueled by optimism following its mid-September investor day. At that event, the company issued long-term guidance that exceeded analyst expectations, projecting net new Annual Recurring Revenue (ARR) growth of at least 20% in fiscal year 2027 and setting a target of $10 billion in ARR by FY2031.

CrowdStrike's expanding partnerships with NVIDIA, KPMG, Salesforce, and Meta highlight Falcon's growing reach and its drive toward $10B ARR by fiscal 2031.

Holding spots on the coveted Zacks Rank #1 (Strong Buy) list, investors may have been looking for a pullback in these three hot tech stocks.

All five have stakes in the artificial intelligence field, whether it's cybersecurity, data analytics or defense projects.

Does CrowdStrike Holdings (CRWD) have what it takes to be a top stock pick for momentum investors? Let's find out.

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

CrowdStrike Holdings Inc. NASDAQ: CRWD stock is up 43% in 2025. That's about 3x the gains in the S&P 500, making the stock one of the best growth stories in the entire market.

CRWD's 28% rally outpaces peers as Falcon Flex adoption and AI alliances with NVIDIA, Salesforce, and Meta fuel growth.