We recently published 17 Stocks Jim Cramer Talked About.  CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the stocks that Jim Cramer talked about. CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is a cybersecurity software services provider. The shares are down by 5.7% over the past year and by 5.3% year-to-date. Investment bank HSBC was out with a major upgrade for the firm in mid-February. It upgraded the stock to Buy from Hold and set a $446 share price target. The bank commented that CrowdStrike Holdings, ...

Core Viewpoint - CrowdStrike and Microsoft have expanded their strategic alliance, enabling organizations to purchase the CrowdStrike Falcon® platform through Microsoft Marketplace using their existing Microsoft Azure Consumption Commitment [1] Group 1: Strategic Alliance - The expansion of the alliance allows organizations of all sizes to streamline procurement and billing processes [1] - This collaboration aims to accelerate the deployment of Falcon's unified, AI-native protection across various environments, including endpoints and cloud [1]

Key Takeaways CRWD expects fiscal 2026 revenue growth of 21-22%, down from 29% in fiscal 2025.ALLT's SECaaS ARR jumped 60% Y/Y, driving 14% sales growth and higher 2025 guidance.ALLT trades at 4.23X forward sales versus CRWD at 18.37X, offering a valuation edge.CrowdStrike (CRWD) and Allot Inc. (ALLT) are both at the forefront of the cybersecurity space, playing key roles in guarding organizations from extensive cyberattacks. While CrowdStrike specializes in endpoint protection and extended detection and re ...

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Market Overview - Stocks showed a mixed performance with the Dow Jones Industrial Average up by about 18 basis points, NASDAQ Composite increasing by approximately 0.33%, and S&P 500 rising by 0.3% [2][4] - The Russell 2000 index also climbed into positive territory, reflecting a broader market recovery [3] - The bond market remained stable, with the 30-year T-bond yield down to 4.69% and the 10-year yield around 4.06% [3] Sector Performance - Financials led the large-cap sectors, with notable gains from JP Morgan (up 1.5%), Goldman Sachs, and American Express [4][8] - The technology sector saw mixed results, with Nvidia up nearly 2% and Apple rebounding by 3.76%, while Tesla and other mega-cap tech stocks faced declines [5][6] - Defensive sectors like staples, energy, and materials experienced losses of over 1% [4] Investment Sentiment - Investor sentiment is characterized as cautious, with a significant sector rotation observed from software to hardware and safer areas like materials and energy [10][11] - Small and mid-cap stocks are expected to show greater earnings growth compared to large caps, driven by AI infrastructure and other growth areas [18] BHP Financial Results - BHP reported a 22% increase in first-half profit, with copper now accounting for over 50% of its core earnings, indicating a strategic pivot towards copper production [33][34] - The company plans to increase copper production guidance for this year and next, capitalizing on strong copper prices [36] - BHP's operational performance remains robust, with record production and shipment in iron ore alongside copper growth [36][45] Copper Market Dynamics - The demand for copper is expected to grow significantly, driven by energy transition and digitization, with projections of a 70% increase over the next 25 years [38] - Supply challenges are anticipated due to lower grades and the complexity of new projects, enhancing the demand-supply dynamics for copper [39] Gold and Byproducts - BHP's copper deposits also yield significant byproducts, including gold, which contributed around $2 billion to earnings in the last half [41] - The company is actively seeking to unlock additional value from its portfolio, including a recent $4.3 billion silver stream agreement [42] Iron Ore Negotiations - BHP is engaged in tough negotiations with China's state-owned iron ore buyer but has managed to maintain strong production and price realization [45]

Cyber stocks have endured a rough 2026 alongside an AI-driven sell-off in software stocks. That may create a buying opportunity, according to Wedbush analyst Dan Ives. "AI will be a major tailwind to the cyber security sector over the coming years as protection of use cases, data, and end points expand markedly," Ives wrote in a research note published Tuesday. While the growing use of AI has raised questions about business models in sectors ranging from enterprise software to real estate, Ives argued ...

CrowdStrike Holdings Inc (NASDAQ:CRWD) shares are taking a dip today. Truist Securities cut its price target on the company and reiterated its Buy rating. Here’s what you should know.CrowdStrike Holdings stock is among today’s weakest performers. Why are CRWD shares down?What The Note ShowedTruist analyst Junaid Siddiqui trimmed its price target on CrowdStrike to $550 from $600 but left its revenue and operating‑income forecasts unchanged. The only tweak came in free‑cash‑flow expectations, with the firm nu ...

Fears that artificial intelligence (AI) will rapidly disrupt software companies have been overdone, according to JPMorgan. The bank’s strategists believe parts of the sector are more resilient than believed, creating a potential opportunity for investors. “Given the positioning flush, overly bearish outlook on AI disruption of software and solid fundamentals, we believe the balance of risks is increasingly skewed towards a rebound,” said Dubravko Lakos‑Bujas, Head of Global Markets Strategy. In a recent ...

Group 1 - CrowdStrike, C.H. Robinson, and Compass are identified as stocks that have been unfairly impacted by concerns over AI disruption [1] - Analysts suggest that the market's reaction to these companies is exaggerated and does not reflect their underlying fundamentals [1] - The fear of AI disruption has led to a mispricing of these stocks, presenting potential investment opportunities [1]

Core Insights - Analysts from Wedbush see significant potential gains for cybersecurity stocks, particularly Palo Alto Networks, CrowdStrike, and ZScaler, as demand for cybersecurity services is expected to rise due to increasing AI-related risks [1][1] Group 1: Company Analysis - CrowdStrike is regarded as the "gold standard of cybersecurity" despite a 13% decline in its stock year-to-date, with a price target of $600 indicating nearly 50% upside from its recent level around $408 [1][1] - ZScaler is identified as a "premier name" in the cybersecurity space, with a strong product pipeline and AI strategy, and analysts project its stock could double to $350 in the next 12 months [1][1] - Palo Alto Networks is set to report earnings soon and has improved its value proposition through recent acquisitions, with a price target of $225 suggesting a 37% increase from its recent stock level [1][1] Group 2: Market Context - The cybersecurity sector is viewed as undervalued by investors, with analysts suggesting that the industry's growth opportunities are being underestimated amid broader market losses in software stocks [1][1] - The upcoming earnings reports for ZScaler and CrowdStrike are anticipated to provide further insights into the companies' performances and market positions [1][1]