CrowdStrike

CrowdStrike (CRWD) shares jumped over 12% after an investor day presentation outlining strong long-term financial projections, including a 20% net new ARR growth rate by 2027 and a $10 billion ARR goal by 2031. The company’s acquisition of Pangea, an AI security platform, and a strategic partnership with Salesforce further boosted investor confidence. Analysts cite CrowdStrike’s advanced AI security capabilities and proactive market approach that led to revised upward price targets, highlighting the company’s leadership in the expanding cybersecurity landscape.

CrowdStrike’s 2025 report reveals that adversaries are weaponizing GenAI to scale attacks, targeting AI agents and autonomous systems. DPRK-linked hackers infiltrated over 320 companies using GenAI. Cybercriminals are exploiting AI agent vulnerabilities to steal credentials and deploy malware. Cloud attacks, especially from Chinese groups, surged by 136%. The report emphasizes securing AI systems against these emerging threats as the cyber battleground evolves.

CrowdStrike named a Leader in the 2025 Gartner Magic Quadrant for Endpoint Protection Platforms for the sixth consecutive year, securing the top spot for vision and execution for the third year running. The AI-native Falcon platform, with its single-agent architecture, drives this success, offering comprehensive prevention, detection, and response capabilities. Innovations like File System Containment and agentic AI automate decisions and enhance security workflows. CrowdStrike also received a Customers’ Choice award based on user reviews.