The Rise of Autonomous Security in the AI Arms Race
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 25 2026
0mins
Should l Buy CRWD?
Source: Marketbeat
Emergence of Agentic AI: The rise of agentic AI is transforming the cybersecurity landscape, enabling businesses to enhance productivity while also presenting new threats as malicious actors exploit these technologies for cyberattacks.
Investment in Autonomous Defense Systems: Companies are urged to invest in autonomous defense systems capable of countering AI-driven attacks, marking a significant shift from traditional human-led security approaches.
Market Dynamics and Competition: Major players like CrowdStrike and Palo Alto Networks are launching innovative platforms to dominate the evolving cybersecurity market, leveraging their strengths in data and integrated solutions to attract enterprise clients.
Investment Opportunities: Investors are presented with distinct paths in the cybersecurity sector, with CrowdStrike focusing on rapid growth and innovation, while Palo Alto Networks emphasizes stability and comprehensive solutions, catering to different investment strategies.
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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.
- CrowdStrike's Market Leadership: CrowdStrike Holdings' Falcon platform leverages AI to analyze device activity and detect suspicious patterns, with its total addressable market projected to grow from $149 billion to $325 billion by 2030, indicating strong growth potential.
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- Significant Competitive Advantage: Compared to rival Novo Nordisk's Wegovy, Foundayo offers greater flexibility in dosing and dietary restrictions, and has demonstrated superior efficacy in clinical studies for diabetes patients, which may attract a broader patient base to choose this medication.
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