CrowdStrike

CrowdStrike posted FY 2026 Q3 results that topped forecasts, with revenue climbing 22% YoY to $1.23 billion and adjusted EPS reaching $0.96. The company recorded its highest operating cash flow, free cash flow and operating income, while net new ARR hit $265 million, lifting year‑end ARR to $4.92 billion—30% of which came from the on‑demand Falcon Flex tier. CEO George Kurtz warned AI is expanding both attack surfaces and defense needs, prompting a raised FY revenue outlook of $4.796‑$4.866 billion and EPS of $3.70‑$3.72. Analysts maintain a “Buy” rating with a $550 price target.

CrowdStrike is a leader in cybersecurity, driven by innovative, AI-powered solutions. Analysts predict significant growth, citing untapped markets in AI ecosystem and cloud infrastructure security. CEO Kurtz emphasizes the “agentic revolution” and its potential to drastically expand the addressable market. Despite a past IT outage, CrowdStrike maintained its customer base. While rival Palo Alto Networks also shows platformization trends, CrowdStrike’s scalable Falcon platform and focus on cloud security position it for continued success in a growing cybersecurity market fueled by AI.

CrowdStrike has been named the Overall Leader in the 2025 KuppingerCole Leadership Compass report for ITDR, securing the highest innovation rating. The Falcon platform’s AI-powered protection secures human, non-human, and AI agent identities across hybrid environments. Its strengths include unified PAM with JIT access and platform consolidation for ITDR, endpoint, and cloud defense. The platform addresses the growing need for comprehensive identity security as attacks increasingly target diverse digital identities. CrowdStrike emphasizes its ability to protect the entire hybrid identity attack chain.

CrowdStrike CEO George Kurtz refutes the idea that AI will replace cloud software, arguing they are interconnected. He believes agentic AI will accelerate SaaS adoption as providers integrate AI to enhance their offerings. CrowdStrike’s AI-powered Falcon platform benefits from this trend, protecting both its own services and other SaaS providers like Salesforce. The market reflects this confidence, with CrowdStrike’s stock surging and outperforming the cybersecurity sector, indicating strong investor belief in the company’s AI-driven cloud security strategy.

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.