CrowdStrike Holdings Inc Aktie News

CrowdStrike is buying identity management startup SGNL in a deal valued at nearly $740 million. The cybersecurity provider said the deal will bolster identity management security capabilities on its flagship Falcon platform.

AUSTIN, Texas--(BUSINESS WIRE)--CrowdStrike (NASDAQ: CRWD) today announced it has signed a definitive agreement to acquire SGNL, a leader in Continuous Identity. This acquisition will accelerate CrowdStrike's leadership in Next-Gen Identity Security, enabling access for human, non-human (NHI), and AI identities to be continuously granted and revoked based on real-time risk. With SGNL, CrowdStri...

CrowdStrike is initiated with a Buy rating, citing a unique, self-reinforcing flywheel business model and strong network effects. The firm's cloud-native architecture and expanding AI capabilities, notably Charlotte AI, drive customer retention and module adoption. Despite a premium valuation, the company's growth prospects and structural advantages justify a market premium.

The S&P 500 index is trading at the second-most expensive valuation in its history right now. Investors should never try to time the market, because this often results in missed gains.

Fortinet offers a compelling value opportunity versus CrowdStrike, trading at a significant discount despite strong operational performance and profitability. FTNT's hardware refresh cycle in 2026, covering 25% of its installed base, provides a clear near-term revenue catalyst and downside protection. Unlike CRWD, which suffers from high stock-based compensation and dilution, FTNT maintains dis...

Analyst trends are a critical factor for investors to watch, as they lead investment dollars to and from individual stocks. Analysts' trends in the stocks on this list, which include tech stocks crucial to AI and the global data center industry, are bullish and strengthened in Q4 of calendar year 2025.

In 2025, Wall Street analysts showered many stocks in the technology and communication sectors—the two best-performing sectors of the year—with upgrades. Tech took the top spot, with the Technology Select Sector SPDR Fund NYSEARCA: XLK notching a return of 24.6%, with the Communication Services Select Sector SPDR Fund NYSEARCA: XLC a close second, providing a 23.1% return.

AUSTIN, Texas--(BUSINESS WIRE)--CrowdStrike (NASDAQ: CRWD) today announced the 35 startups selected for its third annual Cybersecurity Startup Accelerator with Amazon Web Services (AWS) and NVIDIA through its Inception program, fueling the next generation of AI-driven cloud security innovation. Chosen from hundreds of global applicants, the elite group was selected for the strength of their inn...