CrowdStrike's Rise in the Cybersecurity Market
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 23 2026
0mins
Should l Buy CRWD?
Source: Fool
- Market Growth Potential: According to Grand View Research, the global cybersecurity market is projected to reach $663.24 billion by 2033, growing at a CAGR of 11.9%, indicating unprecedented growth opportunities for the cybersecurity industry, especially amid rising AI threats.
- Falcon Product Advantage: CrowdStrike's Falcon product employs agentic AI to monitor nodes within customer networks, enabling rapid threat response and network clearance, thereby enhancing customer security capabilities and forming a self-reinforcing protective shield.
- Expanding Customer Base: Currently, 300 Fortune 500 companies and 543 Fortune 1,000 companies have adopted CrowdStrike's services, along with 43 U.S. state governments, which not only provides rich data support for Falcon but also strengthens its competitive position in the market.
- Strong Financial Performance: CrowdStrike's annual recurring revenue (ARR) reached $5.2 billion in fiscal 2026, a 24% increase year-over-year, and despite a current net margin of -3.35%, its healthy balance sheet and growing customer base suggest a positive outlook in the cybersecurity sector.
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Analyst Views on CRWD
Wall Street analysts forecast CRWD stock price to rise
34 Analyst Rating
23 Buy
11 Hold
0 Sell
Moderate Buy
Current: 393.310
Low
353.00
Averages
559.71
High
640.00
Current: 393.310
Low
353.00
Averages
559.71
High
640.00
About CRWD
CrowdStrike Holdings, Inc. is a global cybersecurity company that provides cloud-delivered protection of endpoints, cloud workloads, identity and data. Its Falcon platform is designed for cybersecurity consolidation, purpose-built to stop breaches. The platforms collect and integrate data from across the enterprise, including endpoints, cloud workloads, identities, and third-party sources. It offers 29 cloud modules on its Falcon platform via a software as a service (SaaS) subscription-based model that spans multiple large markets, including corporate endpoint and cloud workload security, managed security services, security and vulnerability management, information technology (IT) operations management, identity protection, next-generation security information and event management (SIEM) and log management, threat intelligence services, data protection, SaaS security posture management, automation and response (SOAR) and artificial intelligence powered workflow automation, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Growing Market Demand: As artificial intelligence advances, cybersecurity is expected to remain a crucial budget item for companies worldwide, driving demand for cybersecurity firms, particularly those that excel in innovation.
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