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$CRWDCrowdStrike Holdings, Inc. · Software - Infrastructure · $240B
$232.22
+2.9%
Event thread
Key events, in time order
30 items
AnalystBull
Bernstein Raises CrowdStrike Price Target to $177
Analyst hike signals cautious optimism on AI security prospects
D1 +5.4% · since -1.2%
ProductBull🔥Developing
CrowdStrike Expands AI Security Integrations Across Anthropic, AWS, Lovable
New integrations bolster Falcon's security reach across AI agents, cloud, and apps
D1 -1.5% · since -6.3%
›3 waves of this story
2026-11-04 Debuts multiple AI security offerings at Fal.Con Europe 2026 to counter enterprise AI agent insider threats
2026-11-05 Following the kill switch, partnership brings Falcon platform and managed security to CoreWeave's AI cloud customers, adding real-time protection for AI workloads
2026-11-09 New integrations bolster Falcon's security reach across AI agents, cloud, and apps
28 earlier events›
CompanyBull
CrowdStrike Announces AI Security Deals with Dell/NVIDIA and Ignition
Integrated solution for Dell AI Factory and multi-million-dollar Falcon Flex commitment expand AI security reach
D1 +1.2% · +5d -7.7%
Analyst
Deutsche Bank upgrades to Buy
D1 -3.4% · +5d -5.5%
Insider selling
Insider selling $14.9M (3)
D1 -3.4% · +5d -5.5%
AnalystBull
Deutsche Bank Upgrades CrowdStrike to Buy, PT $300
Analyst sees AI-driven demand underestimated; $565B 2034 market estimate may be conservative
D1 -3.4% · +5d -5.5%
CompanyBull
AI Security Demand Rising, CrowdStrike Favored by Multiple Institutions
JPMorgan and others see it as long-term AI security winner, industry demand keeps rising
D1 +1.7% · +5d -7.6%
›3 waves of this story
2026-10-26 Altman says patching era over; AI-discovered flaws took gov sites offline; cyber stocks in focus
2026-10-28 AI finds flaws faster than fixes, driving cybersecurity demand
2026-10-28 JPMorgan and others see it as long-term AI security winner, industry demand keeps rising
OtherBull
CrowdStrike CEO Warns PHP Flaws to Trigger Break-in Wave, Cybersecurity Stocks Rise
CEO Kurtz warns two PHP 9.2-severity flaws will drive break-ins; market reacts positively
D1 -0.6% · +5d +9.8%
›3 waves of this story
2026-10-22 PHP2Shell vulnerability puts ~70% of web at risk, driving investor buying in cybersecurity stocks including CRWD
2026-10-24 CEO publicly warns of exploit risk in coming months; threat data advantage may widen
2026-10-24 CEO Kurtz warns two PHP 9.2-severity flaws will drive break-ins; market reacts positively
CapitalBull
Large Bullish Call LEAPS Bet on CRWD as Stock Pulls Back
Multiple social posts note large bullish LEAPS buys; stock retreats from Oct 6 high, 80-day MA shows historically bullish signal
D1 +5.3% · +5d +11.4%
Analyst
Analysts and commentators spotlight CrowdStrike amid mixed views
CNBC guest picks stock while Reuters warns of more losses, sentiment split
D1 -7.0% · +5d +13.3%
CompanyBear
OpenAI's Potential Trail of Bits Acquisition Pressures CrowdStrike
Competition concerns weigh on stock, though analysts maintain Buy
2026-09-23 AI-driven attack surface expansion and sector rotation lift CRWD and peers
Insider selling
Insider selling $41.5M (4)
D1 +4.9% · +5d +4.0%
Insider selling
Insider selling $31.1M (2)
D1 -0.5% · +5d +8.8%
Insider selling
Insider selling $14.2M (2)
D1 +13.9% · +5d +5.9%
Company
CrowdStrike Advances Project QuiltWorks with North American Partner Cohort
Company announcement of first geographic localization, focusing on frontier AI readiness expertise
D1 +0.5% · +5d +17.6%
ProductBull
CrowdStrike Partners with VAST Data to Extend Falcon Security to AI Operating System
Native Falcon support integrated into VAST AI OS, securing AI infrastructure and enterprise data access
D1 -0.9% · +5d +10.5%
CompanyBull
Cybersecurity Rally Lifts CrowdStrike as Peers Post Strong Results
PANW strong ARR and sector optimism, plus CRWD technical support, bolster industry confidence
D1 +5.7% · +5d -3.8%
Related — this ticker is not the subject
RelatedEarnings
Fortinet Lifts FY26 Revenue Outlook but Cuts Service Guidance to $5.15B-$5.17B
Q3 revenue rose 20% and billings 29%, yet services grew only 13%; BofA downgraded the stock to Neutral with a $140 price target
D1 -2.1% · +5d -16.8%
①
Bull vs bear
by direction · sourced
Bull signals0
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Bear signals0
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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice
⑩
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Facts and opinions separated · All items sourced · Not investment advice
Event thread
Key events, in time order
30 items
AnalystBull
Bernstein Raises CrowdStrike Price Target to $177
Analyst hike signals cautious optimism on AI security prospects
D1 +5.4% · since -1.2%
ProductBull🔥Developing
CrowdStrike Expands AI Security Integrations Across Anthropic, AWS, Lovable
New integrations bolster Falcon's security reach across AI agents, cloud, and apps
D1 -1.5% · since -6.3%
›3 waves of this story
2026-11-04 Debuts multiple AI security offerings at Fal.Con Europe 2026 to counter enterprise AI agent insider threats
2026-11-05 Following the kill switch, partnership brings Falcon platform and managed security to CoreWeave's AI cloud customers, adding real-time protection for AI workloads
2026-11-09 New integrations bolster Falcon's security reach across AI agents, cloud, and apps
CompanyBull
CrowdStrike Announces AI Security Deals with Dell/NVIDIA and Ignition
Integrated solution for Dell AI Factory and multi-million-dollar Falcon Flex commitment expand AI security reach
D1 +1.2% · +5d -7.7%
Analyst
Deutsche Bank upgrades to Buy
D1 -3.4% · +5d -5.5%
Insider selling
Insider selling $14.9M (3)
D1 -3.4% · +5d -5.5%
25 earlier events›
AnalystBull
Deutsche Bank Upgrades CrowdStrike to Buy, PT $300
Analyst sees AI-driven demand underestimated; $565B 2034 market estimate may be conservative
D1 -3.4% · +5d -5.5%
CompanyBull
AI Security Demand Rising, CrowdStrike Favored by Multiple Institutions
JPMorgan and others see it as long-term AI security winner, industry demand keeps rising
D1 +1.7% · +5d -7.6%
›3 waves of this story
2026-10-26 Altman says patching era over; AI-discovered flaws took gov sites offline; cyber stocks in focus
2026-10-28 AI finds flaws faster than fixes, driving cybersecurity demand
2026-10-28 JPMorgan and others see it as long-term AI security winner, industry demand keeps rising
OtherBull
CrowdStrike CEO Warns PHP Flaws to Trigger Break-in Wave, Cybersecurity Stocks Rise
CEO Kurtz warns two PHP 9.2-severity flaws will drive break-ins; market reacts positively
D1 -0.6% · +5d +9.8%
›3 waves of this story
2026-10-22 PHP2Shell vulnerability puts ~70% of web at risk, driving investor buying in cybersecurity stocks including CRWD
2026-10-24 CEO publicly warns of exploit risk in coming months; threat data advantage may widen
2026-10-24 CEO Kurtz warns two PHP 9.2-severity flaws will drive break-ins; market reacts positively
CapitalBull
Large Bullish Call LEAPS Bet on CRWD as Stock Pulls Back
Multiple social posts note large bullish LEAPS buys; stock retreats from Oct 6 high, 80-day MA shows historically bullish signal
D1 +5.3% · +5d +11.4%
Analyst
Analysts and commentators spotlight CrowdStrike amid mixed views
CNBC guest picks stock while Reuters warns of more losses, sentiment split
D1 -7.0% · +5d +13.3%
CompanyBear
OpenAI's Potential Trail of Bits Acquisition Pressures CrowdStrike
Competition concerns weigh on stock, though analysts maintain Buy
