Cybersecurity Spending Increases, CrowdStrike Leads the Market
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 17 2026
0mins
Should l Buy CRWD?
Source: seekingalpha
- Spending Growth Trend: According to Oppenheimer's channel check, cybersecurity spending in the U.S. and Europe increased last quarter, with CrowdStrike (CRWD) standing out as the clear market leader, indicating its strong position in the industry.
- Palo Alto Acquisition Expansion: Palo Alto Networks (PANW) is enhancing cross-sell opportunities through a series of acquisitions, including the completion of its acquisition of Chronosphere, which boosts its real-time monitoring and protection capabilities for AI applications, likely driving further market share growth.
- SentinelOne Performance Improvement: SentinelOne (S) demonstrated marked improvement in the last quarter, with partners reporting an average year-over-year growth of 20% and modestly raising their outlook for the first half of 2026, showcasing its enhanced competitiveness in the market.
- Market Competition Dynamics: CrowdStrike continues to drive growth in the core endpoint market by displacing legacy vendors, while Palo Alto enhances its AI agent capabilities through acquisitions, highlighting the intense competition between the two companies 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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- 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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- 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.
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