CrowdStrike

CRWD

Market cap $128B

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After a strong, short Thanksgiving week for U.S. stocks, a busy schedule of economic indicators and corporate earnings awaits.

CrowdStrike (CRWD +1.52%) is gaining powerful momentum as a wave of AI-driven cyber threats pushes demand for smarter protection. With new partnerships with Alphabet's Google Cloud, EY, and CoreWeave, CrowdStrike is reclaiming its leadership position and opening the door to significant long-term upside.

The Investment Committee give you their top stocks to watch for the second half.

CrowdStrike Holdings, Inc. remains a high-quality cybersecurity leader, but its premium valuation keeps me on the sidelines despite strong fundamentals. CRWD's free cash flow margin is improving even as gross margins decline, highlighting increasing capital efficiency and a focus for the upcoming earnings report. Much of CRWD's share price gains stem from multiple expansion, with continued growth but a decelerating revenue growth rate that could pressure valuation if it falls below 20%.

The Zacks Security industry participants, CRWD, FTNT, OKTA and QLYS, gain from an increase in data breaches, prompting companies to seek comprehensive IT security solutions.

CRWD eyes Q3 gains on strong Falcon Flex and Next-Gen SIEM momentum, but rising costs are likely to have weighed on bottom-line performance.

IBD's Alexis Garcia and Ed Carson preview key upcoming earnings reports from American Eagle Outfitters, MongoDB and CrowdStrike. Check out our daily newsletter!

Ahead of Cyber Monday, picks highlight long-term cybersecurity potential as CRWD, QLYS and CYBR leverage rising demand for advanced protection.

Artificial intelligence stocks are not overheating — they are just beginning to show their potential. That is the view of Wedbush Securities analyst Dan Ives, who says Wall Street bears are mistaking a rapid technological shift for exuberance.