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Crowdstrike Holdings Inc. ($CRWD) Stock Forecast: Up 5.2% Today

Morpher AI identified a bullish signal. The stock price may continue to rise based on the momentum of the good news.

What is Crowdstrike Holdings Inc.?

Cloudflare, Inc. (CRWD) is a leading web security and performance company that offers cloud-based services to secure and optimize online platforms. The overall market sentiment is positive towards tech companies, especially those involved in cybersecurity and cloud services.

Why is Crowdstrike Holdings Inc. going up?

CRWD stock is up 5.2% on Dec 4, 2025 14:50

  • Despite a major investor reducing its stake in Cloudflare, Inc., the company's exceptional performance in exceeding Q3 earnings and revenue estimates, coupled with positive guidance for Q4 and FY 2025, has strengthened investor confidence.
  • The upgrade of a particular stock by BNP Paribas and optimism surrounding the company's transformation may have positively influenced the materials sector, indirectly benefiting tech companies like Cloudflare.
  • The ongoing discussions on AI cybersecurity strategies for 2026 emphasize the growing significance of companies like Cloudflare in combatting evolving cyber threats, potentially attracting additional investors to the cybersecurity sector.
  • A recent partnership between two companies to provide integrated cloud security solutions in a major marketplace may have also positively impacted tech companies operating in the cloud services sector, including Cloudflare.

CRWD Price Chart

CRWD Technical Analysis

CRWD News

Invesco Ltd. Has $766.72 Million Holdings in Cloudflare, Inc. $NET

Invesco Ltd. significantly reduced its stake in Cloudflare, Inc. (NYSE:NET) by 17.1% in Q2, now holding 3,915,248 shares valued at approximately $766.72 million. Despite insider selling activity, Cloudflare surpassed Q3 earnings and revenue estimates, prompting a "Moderate Buy" consensus rating with an average analyst price target of $235.33. The company also provided positive Q4 and FY 2025 guidance for EPS.

https://www.marketbeat.com/instant-alerts/filing-invesco-ltd-has-76672-million-holdings-in-cloudflare-inc-net-2025-12-04/

0 News Article Image  Invesco Ltd. Has $766.72 Million Holdings in Cloudflare, Inc. $NET

First Trust Advisors LP Buys 377,496 Shares of Palo Alto Networks, Inc. $PANW

First Trust Advisors LP increased its stake in Palo Alto Networks, Inc. (NASDAQ:PANW) by 7.7% in Q2, acquiring 377,496 additional shares and now holding 5,295,588 shares valued at approximately $1.084 billion, making it their 8th largest holding. Palo Alto Networks slightly surpassed quarterly earnings estimates with an EPS of $0.93 and revenue of $2.47 billion, marking a 15.7% year-over-year increase. The stock currently trades at a P/E ratio of ~122.6 and holds an average analyst rating of "Moderate Buy" with a target price of $225.09.

https://www.marketbeat.com/instant-alerts/filing-first-trust-advisors-lp-buys-377496-shares-of-palo-alto-networks-inc-panw-2025-12-04/

1 News Article Image  First Trust Advisors LP Buys 377,496 Shares of Palo Alto Networks, Inc. $PANW

Why International Paper (IP) Stock Is Up Today

Shares of International Paper (IP) jumped 3% after BNP Paribas upgraded the stock to an “outperform” rating with a new price target of $44.00, reflecting growing confidence in the company's direction and focus on transformation. Despite the midday surge, the shares cooled down to $39.03, up 3.1% from the previous close. The upgrade comes after previous concerns regarding the company's financial health, including its status as the most shorted stock in the materials sector, 2.1% 3-year revenue growth, and a 14.9% decline in EPS over the same period.

https://markets.financialcontent.com/wral/article/stockstory-2025-12-3-why-international-paper-ip-stock-is-up-today

2 Missing News Article Image Why International Paper (IP) Stock Is Up Today

Your 2026 AI Cybersecurity Strategy: Breaking Down the Hard Choices for Tech Leaders

This article discusses the hard choices technology leaders face in developing their AI cybersecurity strategy for 2026, as AI supercharges threats while cybersecurity budgets remain linear. Mark Settle, a seven-time CIO, advises on strategic investments, emphasizing vendor consolidation, category convergence, and aggressive AI experimentation for automation. The piece highlights the need to use AI to combat AI-turbocharged threats and prepare for a future where AI agents act independently, reshaping identity and access management.

https://www.paloaltonetworks.com/perspectives/ai-cybersecurity-strategy-hard-choices-for-tech-leaders/

3 News Article Image Your 2026 AI Cybersecurity Strategy: Breaking Down the Hard Choices for Tech Leaders

Mission & CDW Announce Multi-Product Solutions in AWS Marketplace as Launch Partners

Mission, a CDW company, and CDW have announced the availability of six integrated multi-product solutions in AWS Marketplace. As launch partners, they aim to streamline the procurement of comprehensive cloud security, governance, and operations solutions by combining Mission's AWS expertise with CDW's enterprise technology leadership. The solutions offer expert managed services, advanced threat detection, and continuous compliance auditing across various AWS environments.

https://finance.yahoo.com/news/mission-cdw-announce-multi-product-140000552.html

4 News Article Image Mission & CDW Announce Multi-Product Solutions in AWS Marketplace as Launch Partners

Crowdstrike Holdings Inc. Price History

18.08.2025 - CRWD Stock was up 13.0%

  • CrowdStrike shares experienced a bullish movement today due to the company sharing optimistic revenue forecasts for the next decade and introducing a net new ARR growth target of 20% for fiscal 2027.
  • The market responded positively to CrowdStrike's focus on identity security, with $435M ARR and a new unified platform driving growth potential.
  • Integration of Charlotte AI AgentWorks with NVIDIA Nemotron/NeMo and the acquisition of Pangea to enhance AI Detection & Response capabilities also contributed to the bullish sentiment surrounding CrowdStrike.
  • Overall, the bullish movement in CrowdStrike stock can be attributed to the company's strategic initiatives in expanding its cybersecurity offerings and solid earnings estimate revisions, signaling potential growth in the near term.

04.05.2025 - CRWD Stock was down 5.2%

  • In its recent financial report, CrowdStrike exceeded Q1 earnings expectations and demonstrated a positive future outlook. However, despite these strong results, the stock's performance was bearish.
  • The stock encountered downward pressure primarily due to a minor revenue shortfall and margin challenges in the initial quarter.
  • The disparity between analysts' favorable recommendations for CrowdStrike and its actual financial results has led to market uncertainty and contributed to the stock's decline.
  • The decrease in CrowdStrike's stock price may be linked to market reaction regarding the revenue miss and guidance for the upcoming quarter. This has prompted investors to reassess the company's valuation and growth potential.

08.09.2025 - CRWD Stock was up 5.3%

  • CrowdStrike Holdings (CRWD) closed the trading day with a 1.95% increase.
  • Positive market sentiment was influenced by analyst recommendations for companies like Affirm Holdings (AFRM) and optimism surrounding Shopify.
  • The comparison of cybersecurity stocks such as CrowdStrike and Okta may have highlighted CRWD's strengths, attracting investor interest.
  • CrowdStrike Holdings' strong performance in the cybersecurity sector this year likely enhanced investor confidence, contributing to today's upward trend.

07.07.2025 - CRWD Stock was down 5.1%

  • CRWD stock experienced a significant decline of -1.85% in the latest trading session, underperforming the overall market.
  • The stock has plunged 13% in the past month due to concerns about its stretched valuation premium, weaker earnings, and slowing top-line expansion.
  • Investors are now faced with the decision of whether to hold or exit their positions in CRWD, as the company's performance continues to raise questions about its future growth prospects.

17.08.2025 - CRWD Stock was up 0.7%

  • CrowdStrike shares surged today due to solid earnings estimate revisions, indicating strong growth potential in the near term.
  • The integration of Charlotte AI AgentWorks with NVIDIA Nemotron/NeMo and the acquisition of Pangea to enhance AI Detection & Response capabilities likely boosted investor confidence in CRWD.
  • The company's sharpened focus on identity security, with a new unified platform and strong Annual Recurring Revenue (ARR), is seen as a promising growth engine.
  • High-rolling investors positioning themselves bullish on CRWD through unusual options activity also contributed to the stock's bullish movement.

17.08.2025 - CRWD Stock was down 1.5%

  • Despite advancements like incorporating AI agents and emphasizing identity security, there was a decline in CrowdStrike stock value.
  • The market's reaction to prominent investors taking optimistic positions on CRWD may have triggered a sell-off, temporarily affecting the stock price.
  • Growth potential may stem from increased utilization of Charlotte AI and the recent acquisition of Pangea for comprehensive AI detection and response. However, market fluctuations could be influenced by profit-taking and cautious investor sentiments, despite the company's strategic initiatives.
  • While CrowdStrike's proactive strategies indicate future growth possibilities, short-term stock performance remains susceptible to market dynamics and investor sentiment.

10.06.2025 - CRWD Stock was down 5.1%

  • CRWD faced a notable downward movement in the stock despite positive sentiments from financial experts and market players.
  • The stock’s decline followed an analyst's revision from Overweight to Neutral, with concerns about limited immediate growth potential.
  • The stock's divergence from overall market performance suggests specific internal factors impacting CRWD.
  • The conflicting views on CRWD's long-term cash flow margin outlook and short-term apprehensions from analysts may have intensified negative investor sentiment towards the stock.

29.07.2025 - CRWD Stock was down 0.4%

  • Strong Q2 earnings were reported by CrowdStrike, surpassing revenue expectations and leading to a slight increase in full-year revenue guidance. Despite this, the stock faced bearish movement due to escalating costs and a tepid outlook for Q3.
  • Following the earnings release, analysts have lowered their forecasts for CrowdStrike, potentially influencing the negative market sentiment.
  • Concerns raised by the CEO regarding the growing threat of AI in cybersecurity and the company's ambitious goal of achieving $10 billion in ARR may have further impacted the stock, with investors possibly showing caution towards future obstacles.
  • CRWD's downturn today may have been influenced by KKR's notable sell-off post-earnings and prevailing market volatility.

04.11.2025 - CRWD Stock was up 5.2%

  • Despite a major investor reducing its stake in Cloudflare, Inc., the company's exceptional performance in exceeding Q3 earnings and revenue estimates, coupled with positive guidance for Q4 and FY 2025, has strengthened investor confidence.
  • The upgrade of a particular stock by BNP Paribas and optimism surrounding the company's transformation may have positively influenced the materials sector, indirectly benefiting tech companies like Cloudflare.
  • The ongoing discussions on AI cybersecurity strategies for 2026 emphasize the growing significance of companies like Cloudflare in combatting evolving cyber threats, potentially attracting additional investors to the cybersecurity sector.
  • A recent partnership between two companies to provide integrated cloud security solutions in a major marketplace may have also positively impacted tech companies operating in the cloud services sector, including Cloudflare.

20.10.2025 - CRWD Stock was up 5.3%

  • CRWD displayed a strong bullish movement today, concluding the trading session at $520.46, marking a +1.32% increase from the previous day.
  • Despite experiencing a -2.95% decline in its closing price in the most recent trading day, CrowdStrike Holdings has showcased superior market performance over the last 5 years, with an impressive average annual return of 28.35%.
  • Recent patterns of unusual options activity indicating a bearish outlook on CRWD may have influenced short-term fluctuations in its stock value.
  • The sustained positive long-term performance and market outperformance of CrowdStrike Holdings can be attributed to its innovative cybersecurity solutions and solid industry positioning.

28.07.2025 - CRWD Stock was up 1.6%

  • CrowdStrike (CRWD) experienced a strong bullish movement following its Q2 earnings report.
  • The company surpassed analyst estimates in both earnings and revenues, demonstrating robust financial performance.
  • Despite concerns about weak guidance impacting shares, the market responded positively to the overall earnings and revenue beat.
  • Adjustments to price targets by analysts in anticipation of the earnings results also boosted the optimistic sentiment surrounding CrowdStrike.

23.05.2025 - CRWD Stock was up 5.8%

  • CRWD's recent bullish momentum is likely driven by growing partner relationships and advanced AI identity tools, setting it apart from competitors such as Okta.
  • There has been notable bearish options activity surrounding CRWD, potentially influenced by short-term factors like profit pressure and post-outage customer turnover.
  • Although other players like Palo Alto Networks and Zscaler are active in the cybersecurity sector with their unique strategies, CRWD's distinctive offerings and market position have garnered investor favor, resulting in the stock's upward movement.
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Disclaimer
Morpher is not liable for the content of the AI investment insights. Like most GPT-powered tools, these summaries may contain AI hallucinations and inaccurate information. Morpher is not presenting you with any investment advice. All investments involve risk, and the past performance of a security, industry, sector, market, or financial product does not guarantee future results or returns. Investors are fully responsible for any investment decisions they make. Such decisions should be based solely on an evaluation of their financial circumstances, investment objectives, risk tolerance, and liquidity needs. These summaries do not constitute investment advice.