Investment Opportunities Amid Stock Sell-Offs
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4 hours ago
0mins
Should l Buy CRWD?
Source: CNBC
- Market Recovery Signals: Despite a 0.6% drop in all three major U.S. indices on Tuesday, Cramer highlighted that stock sell-offs often present opportunities for investors to reassess fundamentals, particularly as companies like CrowdStrike recover from short-term price drops and return to pre-pandemic levels, indicating potential market rebounds.
- CrowdStrike's Comeback: After a more than one-third drop in 2024 due to a software update failure, CrowdStrike's stock rebounded in 2025, with Cramer arguing that AI tools could actually drive increased cybersecurity spending, further supported by KeyBanc's upgrade that boosted the stock by 3.8%.
- Microsoft's Core Strengths: Although Microsoft's stock fell from a July high of over $555 to $356 amid skepticism about its AI offerings, Cramer emphasized the enduring strength of its Azure cloud platform and enterprise software, with a bullish note from Citi helping the stock recover to $424.16, reflecting market recognition of its long-term value.
- Blackstone's Quick Reversal: Facing concerns about private credit exposure and weak software investments, Blackstone's stock dropped from around $130 to near $100, but quickly rebounded to $128.50, with Cramer noting that the pressure from short-sellers did not lead to significant failures, showcasing the market's resilience.
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: 433.150
Low
353.00
Averages
559.71
High
640.00
Current: 433.150
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.
CROWDSTRIKE - CURRENT PSUS EARNED VARY BETWEEN 50% AND 200% OF TARGET DEPENDING ON TSR PERCENTILE - SEC FILING
CrowdStrike Overview: CrowdStrike is a cybersecurity company that specializes in endpoint protection and threat intelligence.
Earnings Performance: The company reported earnings that exceeded expectations, with revenue growth ranging from 50% to 200% based on target metrics.
Market Position: CrowdStrike's strong performance is attributed to its innovative technology and effective response to evolving cyber threats.
Future Outlook: The company is well-positioned for continued growth as demand for cybersecurity solutions increases across various sectors.
See More
CrowdStrike Expands MSSP Go-to-Market Strategy in JAPAC
- Market Strategy Expansion: CrowdStrike has expanded its Managed Security Service Provider (MSSP) go-to-market strategy across Japan and the Asia Pacific, significantly enhancing small and medium-sized businesses' (SMBs) access to the Falcon platform and accelerating AI-driven cybersecurity transformation through partnerships with Dicker Data and Otsuka Corporation.
- Revenue Potential Validation: Independent research from Canalys shows that for every $1 of Falcon platform sales, partners can generate up to $7 in services revenue, validating CrowdStrike's services-led ecosystem as a key driver of partner growth and profitability.
- Distributor-Led Model: The distributor-led model enables select distributors to recruit and activate MSSPs at scale across JAPAC, with flexible billing through distributor marketplaces, allowing MSSPs to quickly build and deliver tailored offerings to meet growing regional demand.
- Partner Support: Executives from Dicker Data and Otsuka Corporation emphasized that CrowdStrike's expansion will empower MSSPs to deliver AI-powered protection, strengthening SMB security and reducing complexity, thereby allowing them to focus on growing their core business.
See More
CrowdStrike Announces 2026 JAPAC Partner Award Winners in Vietnam
- Award Ceremony: CrowdStrike held its 2026 JAPAC Partner Symposium in Vietnam, recognizing partners excelling in AI-driven cybersecurity transformation, highlighting their crucial role in advancing security solutions.
- Partner Role: As organizations in JAPAC accelerate AI and cloud adoption, partners provide services-led, platform-based security solutions that help customers consolidate tools and reduce complexity, effectively stopping breaches and enhancing market competitiveness.
- Winners List: The 2026 JAPAC Partner Award winners include Sekuro as Partner of the Year and Amazon Web Services as Ecosystem Partner of the Year, showcasing their success in expanding CrowdStrike solutions and managed services.
- Strategic Importance: Jon Fox, Vice President at CrowdStrike, emphasized that partners are central to security transformation in the AI era, with plans to continue scaling the partner ecosystem to address evolving cyber threats.
See More
US Stocks Rise on Strong Retail Sales and Earnings Reports
- Strong Retail Sales: US March retail sales rose 1.7% month-over-month, exceeding expectations of 1.4% and marking the largest increase in a year, indicating robust consumer spending that could bolster economic recovery and market confidence.
- Earnings Support: UnitedHealth Group (UNH) reported Q1 adjusted EPS of $9.23, significantly above the consensus of $6.57, raising its full-year forecast to above $18.25, which has driven health insurance stocks higher and reflects industry resilience.
- Fed Nomination in Focus: Kevin Warsh's confirmation hearing before the Senate Banking Committee is drawing attention; despite facing an investigation hurdle, Warsh's commitment to an independent Fed and prioritizing inflation control could influence future monetary policy directions.
- International Tensions Impact Oil Prices: WTI crude oil prices fell over 1% as Iran is set to attend peace talks with the US, while the closure of the Strait of Hormuz threatens to exacerbate the global energy crisis, affecting market sentiment.
See More
U.S. Stocks Mixed as Oil Prices Rebound
- Market Performance: The S&P 500 Index fell by 0.13%, and the Dow Jones Industrial Average also declined by 0.13%, while the Nasdaq 100 saw a slight increase of 0.02%, reflecting market volatility influenced by oil price rebounds and economic data.
- Strong Economic Data: March retail sales rose by 1.7% month-over-month, exceeding expectations of 1.4%, marking the largest increase in a year, indicating robust consumer spending that may support stock prices.
- Oil Price Recovery: WTI crude oil prices rebounded by over 2% as market speculation intensified regarding Iran's participation in upcoming peace talks, potentially exacerbating the global energy crisis.
- Impressive Earnings Reports: UnitedHealth Group reported Q1 adjusted EPS of $9.23, significantly above the consensus of $6.57, leading to a stock price increase of over 7% and raising its full-year earnings forecast, showcasing strong performance in the health insurance sector.
See More
US Stocks Close Lower as Oil Prices Rebound Impact Market
- Market Decline: The S&P 500 index fell by 0.63%, the Dow Jones Industrial Average dropped by 0.59%, and the Nasdaq 100 index decreased by 0.42%, reflecting investor concerns over the uncertainty surrounding Iran's geopolitical situation, which dampened market sentiment.
- Oil Price Rebound Impact: WTI crude oil prices rebounded by over 2% after Iran announced it would not attend peace talks, raising fears of a deepening global energy crisis, which could further hinder economic recovery.
- Supportive Economic Data: March retail sales rose by 1.7% month-over-month, surpassing expectations of 1.4%, indicating robust consumer spending that may provide some support for the stock market, despite overall market pressures.
- Fed Nominee Supports Independence: Fed Chair nominee Kevin Warsh emphasized the importance of monetary policy independence and controlling inflation in his Senate Banking Committee statement, which could positively influence market confidence.
See More
CROWDSTRIKE - CURRENT PSUS EARNED VARY BETWEEN 50% AND 200% OF TARGET DEPENDING ON TSR PERCENTILE - SEC FILING
CrowdStrike Overview: CrowdStrike is a cybersecurity company that specializes in endpoint protection and threat intelligence.
Earnings Performance: The company reported earnings that exceeded expectations, with revenue growth ranging from 50% to 200% based on target metrics.
Market Position: CrowdStrike's strong performance is attributed to its innovative technology and effective response to evolving cyber threats.
Future Outlook: The company is well-positioned for continued growth as demand for cybersecurity solutions increases across various sectors.
See More
CrowdStrike Expands MSSP Go-to-Market Strategy in JAPAC
- Market Strategy Expansion: CrowdStrike has expanded its Managed Security Service Provider (MSSP) go-to-market strategy across Japan and the Asia Pacific, significantly enhancing small and medium-sized businesses' (SMBs) access to the Falcon platform and accelerating AI-driven cybersecurity transformation through partnerships with Dicker Data and Otsuka Corporation.
- Revenue Potential Validation: Independent research from Canalys shows that for every $1 of Falcon platform sales, partners can generate up to $7 in services revenue, validating CrowdStrike's services-led ecosystem as a key driver of partner growth and profitability.
- Distributor-Led Model: The distributor-led model enables select distributors to recruit and activate MSSPs at scale across JAPAC, with flexible billing through distributor marketplaces, allowing MSSPs to quickly build and deliver tailored offerings to meet growing regional demand.
- Partner Support: Executives from Dicker Data and Otsuka Corporation emphasized that CrowdStrike's expansion will empower MSSPs to deliver AI-powered protection, strengthening SMB security and reducing complexity, thereby allowing them to focus on growing their core business.
See More
CrowdStrike Announces 2026 JAPAC Partner Award Winners in Vietnam
- Award Ceremony: CrowdStrike held its 2026 JAPAC Partner Symposium in Vietnam, recognizing partners excelling in AI-driven cybersecurity transformation, highlighting their crucial role in advancing security solutions.
- Partner Role: As organizations in JAPAC accelerate AI and cloud adoption, partners provide services-led, platform-based security solutions that help customers consolidate tools and reduce complexity, effectively stopping breaches and enhancing market competitiveness.
- Winners List: The 2026 JAPAC Partner Award winners include Sekuro as Partner of the Year and Amazon Web Services as Ecosystem Partner of the Year, showcasing their success in expanding CrowdStrike solutions and managed services.
- Strategic Importance: Jon Fox, Vice President at CrowdStrike, emphasized that partners are central to security transformation in the AI era, with plans to continue scaling the partner ecosystem to address evolving cyber threats.
See More
US Stocks Rise on Strong Retail Sales and Earnings Reports
- Strong Retail Sales: US March retail sales rose 1.7% month-over-month, exceeding expectations of 1.4% and marking the largest increase in a year, indicating robust consumer spending that could bolster economic recovery and market confidence.
- Earnings Support: UnitedHealth Group (UNH) reported Q1 adjusted EPS of $9.23, significantly above the consensus of $6.57, raising its full-year forecast to above $18.25, which has driven health insurance stocks higher and reflects industry resilience.
- Fed Nomination in Focus: Kevin Warsh's confirmation hearing before the Senate Banking Committee is drawing attention; despite facing an investigation hurdle, Warsh's commitment to an independent Fed and prioritizing inflation control could influence future monetary policy directions.
- International Tensions Impact Oil Prices: WTI crude oil prices fell over 1% as Iran is set to attend peace talks with the US, while the closure of the Strait of Hormuz threatens to exacerbate the global energy crisis, affecting market sentiment.
See More
U.S. Stocks Mixed as Oil Prices Rebound
- Market Performance: The S&P 500 Index fell by 0.13%, and the Dow Jones Industrial Average also declined by 0.13%, while the Nasdaq 100 saw a slight increase of 0.02%, reflecting market volatility influenced by oil price rebounds and economic data.
- Strong Economic Data: March retail sales rose by 1.7% month-over-month, exceeding expectations of 1.4%, marking the largest increase in a year, indicating robust consumer spending that may support stock prices.
- Oil Price Recovery: WTI crude oil prices rebounded by over 2% as market speculation intensified regarding Iran's participation in upcoming peace talks, potentially exacerbating the global energy crisis.
- Impressive Earnings Reports: UnitedHealth Group reported Q1 adjusted EPS of $9.23, significantly above the consensus of $6.57, leading to a stock price increase of over 7% and raising its full-year earnings forecast, showcasing strong performance in the health insurance sector.
See More
US Stocks Close Lower as Oil Prices Rebound Impact Market
- Market Decline: The S&P 500 index fell by 0.63%, the Dow Jones Industrial Average dropped by 0.59%, and the Nasdaq 100 index decreased by 0.42%, reflecting investor concerns over the uncertainty surrounding Iran's geopolitical situation, which dampened market sentiment.
- Oil Price Rebound Impact: WTI crude oil prices rebounded by over 2% after Iran announced it would not attend peace talks, raising fears of a deepening global energy crisis, which could further hinder economic recovery.
- Supportive Economic Data: March retail sales rose by 1.7% month-over-month, surpassing expectations of 1.4%, indicating robust consumer spending that may provide some support for the stock market, despite overall market pressures.
- Fed Nominee Supports Independence: Fed Chair nominee Kevin Warsh emphasized the importance of monetary policy independence and controlling inflation in his Senate Banking Committee statement, which could positively influence market confidence.
See More
