CrowdStrike Named Leader in 2026 Gartner Magic Quadrant
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 09 2026
0mins
Should l Buy CRWD?
Source: Businesswire
CrowdStrike's stock rose by 3.02% as it reached a 20-day high, reflecting positive investor sentiment.
The company has been named a Leader in the 2026 Gartner Magic Quadrant for Cyberthreat Intelligence Technologies, underscoring its exceptional performance in cybersecurity and solidifying its market leadership. This recognition highlights CrowdStrike's advanced Threat AI system, which enhances clients' defense capabilities against complex cyberattacks. The integration of detection, response, and intelligence within the CrowdStrike Falcon platform further strengthens its position in the market.
This recognition is likely to attract more clients and investors, reinforcing CrowdStrike's reputation as a leader in cybersecurity and potentially driving future growth.
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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: 505.720
Low
353.00
Averages
559.71
High
640.00
Current: 505.720
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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- Solid Customer Base: Datadog now has approximately 4,550 customers with annual recurring revenue exceeding $100,000, reflecting significant growth in its high-value customer segment, which strengthens its competitive position in the AI observability platform market and prepares it for future challenges.
- CrowdStrike's Continued Growth: CrowdStrike's annual recurring revenue reached $5.25 billion in Q4 of fiscal 2026, up 24% year-over-year, highlighting the relevance of its AI-native cybersecurity platform in complex environments, with guidance for fiscal 2027 revenue projected between $5.86 billion and $5.92 billion.
- Unique Advantages of Software Platforms: The supply chain crisis has underscored the advantages of software platforms like Datadog and CrowdStrike, which do not rely on physical resources, allowing them to attract customers and achieve growth even as AI deployments become increasingly complex, reflecting strong market recognition of software solutions.
See More
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- Customer Base Expansion: Datadog now has approximately 4,550 customers with annual recurring revenue exceeding $100,000, reflecting significant growth in its core customer segment, which underscores the essential nature of its product in monitoring AI workloads and solidifying revenue stability.
- CrowdStrike's Sustained Growth: CrowdStrike's annual recurring revenue reached $5.25 billion in Q4 FY2026, up 24% year-over-year, with total revenue at $1.31 billion, highlighting the importance of its AI-native cybersecurity platform in complex environments, and projecting FY2027 revenue growth to $5.86 to $5.92 billion.
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See More
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See More
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- Revenue Growth: In fiscal year 2026, CrowdStrike reported a 22% increase in total revenue to $4.81 billion, with subscription revenue rising 21% to $4.56 billion, demonstrating the company's robust performance in the rapidly growing cybersecurity market.
- ARR Increase: As of January 31, 2026, CrowdStrike's annual recurring revenue (ARR) grew by 24% to $5.25 billion, with $330.7 million in net new ARR added in the fourth quarter, indicating success in customer acquisition and retention strategies.
- Future Outlook: CrowdStrike projects its ARR for fiscal year 2027 to reach between $5.5018 billion and $5.5038 billion, reflecting strong confidence in future growth, particularly with new opportunities presented by the AI revolution, targeting $20 billion in ARR by fiscal year 2036.
See More
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Market Value: The total market value of the shares being sold is approximately $9.25 million.
See More
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- Intel and Apple Collaboration: Intel has reached a preliminary agreement with Apple to manufacture chips for some of its devices, which will help diversify Apple's supply chain and alleviate future advanced-node production constraints amid growing demand for AI data center chips.
- Broadcom Financing Plans: Broadcom is in talks with private credit lenders, including Apollo Global Management and Blackstone, for approximately $35 billion in financing, which may support its rapidly growing AI chip business despite its strong financial profile.
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