CrowdStrike: A Leader in the AI Market by 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 23 2026
0mins
Should l Buy CRWD?
Source: Fool
- Cloud-Native Security Leader: CrowdStrike's Falcon cloud-native endpoint security platform eliminates the need for traditional appliances, reducing space and maintenance costs, which enhances its competitive edge as it scales.
- Ecosystem Expansion: By the end of fiscal 2026, 50% of CrowdStrike's customers were using at least six modules, a significant increase from 24% in 2021, indicating enhanced product appeal and customer stickiness.
- Flexible Consumption Model: To address large enterprises' reluctance towards fixed subscriptions, CrowdStrike has introduced the 'Falcon Flex' pay-as-you-go plan, which could convert more consumption-based customers into subscribers, thereby expanding market share.
- Strong Growth Potential: CrowdStrike's revenue grew at a 41% CAGR from fiscal 2021 to 2026, and it is expected to continue growing at a 22% CAGR from 2026 to 2029, highlighting its long-term growth potential in the cybersecurity and AI markets.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy CRWD?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
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.
Lockheed Martin Hacked, Exposing Sensitive Data
- Cybersecurity Threats: Lockheed Martin was recently targeted in a hacking breach that may have exposed sensitive data, including information on the F-35 fighter jet, highlighting the critical importance of protecting classified weapons data amid increasingly sophisticated cybersecurity threats.
- 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.
- Zscaler's Unique Positioning: Zscaler specializes in cloud-native zero-trust security, generating $3 billion in annual sales, and the zero-trust security market is expected to expand at a 16.5% annual growth rate to $84 billion, showcasing its robust growth prospects in the AI era.
See More
IYW ETF 52-Week Price Range Analysis
- Price Volatility Analysis: The IYW ETF has a 52-week low of $117.55 and a high of $211.98, with the last trade at $182.53, indicating significant fluctuations over the past year that could influence investor decisions and market sentiment.
- Technical Analysis Tool: Comparing the current share price to the 200-day moving average provides valuable insights for investors, helping them assess market trends and potential buy or sell opportunities.
- ETF Trading Mechanism: Exchange-traded funds (ETFs) trade like stocks, where investors buy and sell 'units' that can be created or destroyed based on demand, impacting the fund's liquidity and market performance.
- Inflows and Outflows Monitoring: Weekly monitoring of changes in shares outstanding helps identify ETFs experiencing notable inflows (new units created) or outflows (old units destroyed), as these liquidity shifts can affect the performance of individual stocks held within the ETFs.
See More
Eli Lilly Receives FDA Approval for New Drug Foundayo
- New Drug Approval: Eli Lilly announced that its once-daily GLP-1 drug Foundayo has received FDA approval and is set to launch on April 6 via the LillyDirect online platform, addressing strong market demand for weight loss medications and further solidifying its position in the obesity treatment market.
- Positive Market Outlook: Analysts forecast Foundayo to generate approximately $1.55 billion in sales this year, with projections growing to about $14.8 billion by 2030, indicating the drug's significant potential in the future market and its capacity to reshape obesity treatment paradigms.
- 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.
- Accelerated Strategic Transformation: Eli Lilly built up a substantial stockpile of the drug ahead of FDA approval to ensure a swift market response, showcasing the company's foresight and execution in its new drug launch strategy, thereby enhancing its competitiveness in the biopharmaceutical industry.
See More
CrowdStrike Rated Buy with $500 Target by Benchmark
- Rating Upgrade: Benchmark initiated coverage on CrowdStrike with a Buy rating and a $500 price target, highlighting the company's technological leadership and high AI defensibility in the cybersecurity sector, with a total addressable market of approximately $150 billion.
- Growth Potential: Analysts project that CrowdStrike's annual recurring revenue (ARR) will nearly double from $5.25 billion in FY2026 to $10 billion by FY2031, showcasing strong growth prospects in cloud security and next-gen identity management.
- Profitability Fundamentals: CrowdStrike maintains solid profitable growth fundamentals targeting a Rule of 50+, with a history of consistent beat-and-raise execution, indicating a competitive edge and sustainable growth trajectory in the market.
- Technical Analysis Support: Analysts noted that CrowdStrike's stock shows trading support for a positive reversal in technical analysis, further boosting investor confidence in its future performance.
See More
Investment Opportunity Analysis for Nasdaq-100 Index
- Historical Return Potential: The Nasdaq-100 has achieved an average five-year return of 103% over the past two decades, with historical data suggesting that it could nearly double investors' money in the next five years, making it an attractive option for investors.
- AI-Driven Growth: The Invesco QQQ Trust is heavily invested in AI-related stocks, with top holdings including tech giants like Nvidia and Apple, which are expected to benefit from the rapid development of AI technologies, further enhancing market performance.
- Market Correction Timing: The Nasdaq Composite is currently in a market correction, down over 10% from its all-time high, and historical data indicates that such corrections have led to an average five-year return of 146%, presenting a favorable investment opportunity.
- Concentration Risk Warning: While the Invesco QQQ Trust has a reasonable expense ratio of 0.18%, its top ten holdings account for nearly 50% of its performance, prompting investors to carefully consider the concentration risk and potential price volatility.
See More
Nasdaq-100 Expected to Perform Well in Future
- Historical Returns: The Nasdaq-100 has achieved a 103% average five-year total return over the past two decades, indicating that investors could potentially double their money in the next five years, thus drawing increased investor interest.
- Market Correction Opportunity: The Nasdaq Composite fell into correction territory last month, which historically has been viewed as a good time to invest; after 13 market corrections, the Nasdaq-100's five-year total returns averaged 146%, suggesting a favorable outlook.
- AI-Driven Growth: The Invesco QQQ Trust is heavily invested in AI-related stocks, with over 80% of its assets concentrated in technology and consumer discretionary sectors, which are expected to perform well due to the rise of artificial intelligence, enhancing its investment appeal.
- Reasonable Expense Ratio: The Invesco QQQ Trust has an expense ratio of 0.18%, meaning shareholders pay $18 annually for every $10,000 invested; despite concentration risks, the current buying opportunity remains attractive for long-term investors.
See More
Lockheed Martin Hacked, Exposing Sensitive Data
- Cybersecurity Threats: Lockheed Martin was recently targeted in a hacking breach that may have exposed sensitive data, including information on the F-35 fighter jet, highlighting the critical importance of protecting classified weapons data amid increasingly sophisticated cybersecurity threats.
- 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.
- Zscaler's Unique Positioning: Zscaler specializes in cloud-native zero-trust security, generating $3 billion in annual sales, and the zero-trust security market is expected to expand at a 16.5% annual growth rate to $84 billion, showcasing its robust growth prospects in the AI era.
See More
IYW ETF 52-Week Price Range Analysis
- Price Volatility Analysis: The IYW ETF has a 52-week low of $117.55 and a high of $211.98, with the last trade at $182.53, indicating significant fluctuations over the past year that could influence investor decisions and market sentiment.
- Technical Analysis Tool: Comparing the current share price to the 200-day moving average provides valuable insights for investors, helping them assess market trends and potential buy or sell opportunities.
- ETF Trading Mechanism: Exchange-traded funds (ETFs) trade like stocks, where investors buy and sell 'units' that can be created or destroyed based on demand, impacting the fund's liquidity and market performance.
- Inflows and Outflows Monitoring: Weekly monitoring of changes in shares outstanding helps identify ETFs experiencing notable inflows (new units created) or outflows (old units destroyed), as these liquidity shifts can affect the performance of individual stocks held within the ETFs.
See More
Eli Lilly Receives FDA Approval for New Drug Foundayo
- New Drug Approval: Eli Lilly announced that its once-daily GLP-1 drug Foundayo has received FDA approval and is set to launch on April 6 via the LillyDirect online platform, addressing strong market demand for weight loss medications and further solidifying its position in the obesity treatment market.
- Positive Market Outlook: Analysts forecast Foundayo to generate approximately $1.55 billion in sales this year, with projections growing to about $14.8 billion by 2030, indicating the drug's significant potential in the future market and its capacity to reshape obesity treatment paradigms.
- 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.
- Accelerated Strategic Transformation: Eli Lilly built up a substantial stockpile of the drug ahead of FDA approval to ensure a swift market response, showcasing the company's foresight and execution in its new drug launch strategy, thereby enhancing its competitiveness in the biopharmaceutical industry.
See More
CrowdStrike Rated Buy with $500 Target by Benchmark
- Rating Upgrade: Benchmark initiated coverage on CrowdStrike with a Buy rating and a $500 price target, highlighting the company's technological leadership and high AI defensibility in the cybersecurity sector, with a total addressable market of approximately $150 billion.
- Growth Potential: Analysts project that CrowdStrike's annual recurring revenue (ARR) will nearly double from $5.25 billion in FY2026 to $10 billion by FY2031, showcasing strong growth prospects in cloud security and next-gen identity management.
- Profitability Fundamentals: CrowdStrike maintains solid profitable growth fundamentals targeting a Rule of 50+, with a history of consistent beat-and-raise execution, indicating a competitive edge and sustainable growth trajectory in the market.
- Technical Analysis Support: Analysts noted that CrowdStrike's stock shows trading support for a positive reversal in technical analysis, further boosting investor confidence in its future performance.
See More
Investment Opportunity Analysis for Nasdaq-100 Index
- Historical Return Potential: The Nasdaq-100 has achieved an average five-year return of 103% over the past two decades, with historical data suggesting that it could nearly double investors' money in the next five years, making it an attractive option for investors.
- AI-Driven Growth: The Invesco QQQ Trust is heavily invested in AI-related stocks, with top holdings including tech giants like Nvidia and Apple, which are expected to benefit from the rapid development of AI technologies, further enhancing market performance.
- Market Correction Timing: The Nasdaq Composite is currently in a market correction, down over 10% from its all-time high, and historical data indicates that such corrections have led to an average five-year return of 146%, presenting a favorable investment opportunity.
- Concentration Risk Warning: While the Invesco QQQ Trust has a reasonable expense ratio of 0.18%, its top ten holdings account for nearly 50% of its performance, prompting investors to carefully consider the concentration risk and potential price volatility.
See More
Nasdaq-100 Expected to Perform Well in Future
- Historical Returns: The Nasdaq-100 has achieved a 103% average five-year total return over the past two decades, indicating that investors could potentially double their money in the next five years, thus drawing increased investor interest.
- Market Correction Opportunity: The Nasdaq Composite fell into correction territory last month, which historically has been viewed as a good time to invest; after 13 market corrections, the Nasdaq-100's five-year total returns averaged 146%, suggesting a favorable outlook.
- AI-Driven Growth: The Invesco QQQ Trust is heavily invested in AI-related stocks, with over 80% of its assets concentrated in technology and consumer discretionary sectors, which are expected to perform well due to the rise of artificial intelligence, enhancing its investment appeal.
- Reasonable Expense Ratio: The Invesco QQQ Trust has an expense ratio of 0.18%, meaning shareholders pay $18 annually for every $10,000 invested; despite concentration risks, the current buying opportunity remains attractive for long-term investors.
See More
