Core Viewpoint - The analysis of CrowdStrike (CRWD) indicates that the primary concern is not the quality of the business but rather the valuations, which are seen as a limiting factor for investment decisions [1] Group 1: Business Quality and Valuation - The analyst expresses confidence in the business quality of CrowdStrike but is hesitant about the current valuations, suggesting that multi-year strong execution assumptions are embedded in the stock price [1] Group 2: Analyst Background - The analyst has over 20 years of experience in quantitative research, financial modeling, and risk management, with a focus on equity valuation, market trends, and portfolio optimization [1] - Previous experience includes a role as Vice President at Barclays, leading teams in model validation, stress testing, and regulatory finance, which contributes to a deep expertise in both fundamental and technical analysis [1] - The analyst collaborates with a research partner to provide high-quality, data-driven insights, emphasizing a blend of rigorous risk management and a long-term perspective on value creation [1]

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If there was ever an opportunistic time to warm up to cybersecurity stocks, it could be now. The three largest exchange-traded funds (ETFs) specializing in cybersecurity investments are all trading lower in recent months, down between 3% and 24% over the past year. The market has moved 14% higher in that time. The world isn't getting any safer online. Demand continues to be strong, and there's plenty of that growth to go around. I believe that SentinelOne (NYSE: S), CrowdStrike (NASDAQ: CRWD), and Palo A ...

Agentic AI has caused quite the panic in some of the software names out there. Undoubtedly, some software companies are definitely vulnerable as AI agents look to become more capable. ...

AUSTIN, Texas--(BUSINESS WIRE)--CrowdStrike (NASDAQ: CRWD) today announced it is the only vendor named a Customers' Choice in the 2025 Gartner Peer Insights™ 'Voice of the Customer' for External Attack Surface Management (EASM) report,1 making CrowdStrike the only company with this distinction in both years the report has been published. Delivered as part of the unified CrowdStrike Falcon® platform, Falcon® Exposure Management helps security teams reduce risk by identifying known and unknown as. ...

Company Overview - CrowdStrike Holdings, Inc. (NASDAQ:CRWD) provides cloud-native endpoint security, threat intelligence, and cyberattack response services through its Falcon platform [4] - Founded in 2011 and headquartered in Austin, Texas, the company is expanding its platform towards identity protection and next-generation security capabilities [4] Market Insights - Citi raised its price target on CrowdStrike to $610 from $595 while maintaining a Buy rating, reflecting continued enterprise focus on cybersecurity amid complex threat environments [1] - The update is based on a survey of chief information security officers, indicating a strong emphasis on cybersecurity priorities [1] Leadership Perspective - CEO George Kurtz highlighted rising risks associated with expanded AI adoption within corporate systems, warning that unconstrained AI agents could create new security vulnerabilities [3] - Kurtz emphasized the need for sophisticated tools to manage and control access to sensitive systems by both humans and AI, aligning with broader enterprise security spending trends [3]

Core Viewpoint - The software sector is experiencing a significant downturn, referred to as a "SaaSapocalypse," driven by a rapid sell-off in the market [1] Group 1: Market Conditions - The panic in the software sector intensified this week, particularly following the introduction of AI startup "Anthropic" [1]

在AI焦虑情绪推动下，软件板块近期经历历史性抛售。Wedbush指出，衡量软件行业表现的IGV指数年 初至今已下跌约18%，而同期标普500指数基本持平，软件板块市值蒸发超过3000亿美元，反映出市场 正在为该行业定价最坏情形。 报告指出，市场最大的担忧在于，AI可能侵蚀传统"按席位收费"的SaaS模式。尤其是在Anthropic近期推 出多款可自动化高价值工作的AI工具后，涵盖法律、销售、市场营销等领域，引发投资者对软件行业 商业模式的广泛恐慌。此外，AI助手OpenClaw等可跨操作系统和应用自动执行任务的新产品，也被视 为对企业软件厂商构成潜在威胁。 与此同时，企业IT预算向AI领域倾斜，也加剧了市场悲观情绪。Wedbush援引调研称，约80%的CIO目 前将AI和机器学习作为优先事项，这引发了市场对"软件预算被AI挤压"的担忧。但Ives团队认为，这种 预算重配并不意味着传统软件被淘汰，反而会强化头部平台的地位。 智通财经APP获悉，在人工智能快速发展的背景下，美股软件板块近期遭遇大幅抛售，但华尔街投行 Wedbush并不认同市场的悲观定价。Wedbush在最新报告中指出，当前市场正在为软件行业"过度 ...

Key Takeaways CrowdStrike shares fell 21.9% in 3 months, underperforming the security industry and key peersCRWD's revenue growth is slowing, with fiscal 2026 guidance pointing to further moderation.CrowdStrike faces margin pressure from surging R&D and S&M costs while trading well above peers.CrowdStrike Holdings (CRWD) stock has been in a downward trajectory over the past three months. Shares of the company have plunged 21.9% over the past three months, underperforming the Zacks Security industry’s declin ...

CrowdStrike Holdings Inc. (NASDAQ:CRWD) is one of the stocks that should double by 2030. On January 9, CrowdStrike announced a $740 million deal to acquire identity security startup SGNL to strengthen its cybersecurity portfolio against AI-powered threats. The acquisition focuses on SGNL’s continuous identity technology, which performs real-time evaluations to prevent hackers from exploiting user identities. This strategy addresses the growing risk associated with autonomous AI agents and machine identit ...