CrowdStrike Shares Surge on Strong Long-Term Guidance and AI Innovations

CrowdStrike's stock has risen sharply, gaining as much as 12% following its recent investor day and Fal.Con 2025 conference. The cybersecurity company impressed investors by providing strong long-term financial targets and new product announcements focused on artificial intelligence (AI).

CrowdStrike revealed its goal to reach $20 billion in annual recurring revenue (ARR) by fiscal year 2036, which would mean growing at about 15% each year. The company also gave upbeat guidance for the key metric of subscription-based ARR for fiscal 2027, surpassing Wall Street's expectations.

In addition to its financial outlook, CrowdStrike introduced new data protection tools designed to secure information in the AI era. These innovations aim to address threats like data leaks and insider risks, further positioning the company as a leader in cybersecurity.

The positive announcements led several analysts to raise their price targets for CrowdStrike. The company also announced a partnership with Salesforce and the acquisition of an AI security firm, expanding its reach in the growing field of AI security.

CrowdStrike: What's Happening With CRWD Stock?

Forbes

CrowdStrike stock (NASDAQ: CRWD) has seen six consecutive days of gains, with a cumulative return of 5.2%. The stock continued to rise in extended trading on September 17 after the company's recent Fal.Con 2025 conference.

CrowdStrike Jumps After Guiding Key Growth Metric Above Views

Investors Business Daily

CrowdStrike stock climbed amid fiscal 2027 guidance on a key financial metric, subscription-based annual recurring revenue, above estimates.

CrowdStrike up 10% with Several Price Target Upgrades

24/7 Wall Street

The image featured for this article is © thiago bacelar / Shutterstock.com Latest Podcast Episode Eric Bleeker of The AI Investor Podcast catches up with 7investing CEO Simon Erickson 40 min Live News & Earnings 10:52AM • Sep 18, 2025 • 2 Updates Stock Market Live September 18: S&P 500 (VOO) Spikes...

CrowdStrike shares rise on strong guidance, AI-driven growth plans

Proactive Investors

CrowdStrike Holdings Inc (NASDAQ:CRWD) stock popped as investors responded positively to the company's long-term financial targets and upbeat guidance outlined at its recent Fal.Con 2025 conference. The cybersecurity firm set an ambitious goal of reaching $20 billion in annual recurring revenue (ARR...

CrowdStrike Delivers Unified Data Protection for the AI Era

Business Wire

AUSTIN, Texas--(BUSINESS WIRE)--Fal.Con 2025, Las Vegas – CrowdStrike (NASDAQ: CRWD) today announced new Falcon® Data Protection innovations that deliver real-time, unified security built for how data moves in the AI era. By addressing the rising risks of GenAI data leaks, insider threats, and sensi...

Why CrowdStrike Stock Is Soaring Today

The Motley Fool

Shares of leading cloud-based cybersecurity juggernaut CrowdStrike (CRWD 12.21%) are up 10% Thursday as of noon ET, according to data provided by S&P Global Market Intelligence.

CrowdStrike pops 12% on upbeat long-term guidance at investor day

CNBC

CrowdStrike issued better-than-expected long-term guidance at its investor day on Wednesday. The cybersecurity company also announced a partnership with Salesforce and an AI security acquisition this week.

Why CrowdStrike stock rallied today – and is it as far as it goes in 2025?

Invezz

CrowdStrike Holdings Inc (NASDAQ: CRWD) soared nearly 12% on Thursday following upbeat commentary and product reveals at the company's Fal.Con event. At the conference, the firm's management laid out a rather bold vision for AI-driven cybersecurity as well – reinforcing confidence in the company's l...

CrowdStrike stock analysis: valuation, double-top points to a retreat

Invezz

CrowdStrike stock price popped on Thursday as the company projected strong growth in the quarter. It jumped by 12% to $502, its highest level since July 10 this year.

CrowdStrike Honors Top Customers and Partners Driving Innovation in AI-Powered C...

Business Wire

AUSTIN, Texas--(BUSINESS WIRE)--CrowdStrike (NASDAQ: CRWD) today announced the winners of its 2025 Protectors Awards and Global Partner Awards, presented during Fal.Con 2025 in Las Vegas. The awards recognize customers and partners who are advancing cybersecurity innovation and delivering exceptiona...

CrowdStrike Tops $1 Billion In Subscription Revenues: Here Is Why I Still See Up...

Seeking Alpha

CrowdStrike Holdings has outperformed the S&P 500, reaching my prior price target and prompting a fresh review of its upside potential. CRWD benefits from robust demand for AI-native cybersecurity, strong revenue growth, and new acquisitions, but faces margin pressures from rising costs and stock-ba...

CrowdStrike Talked a Big Game at Its Investor Day, and Investors Love It

The Motley Fool

Management leaned into bigger targets and AI at Fal.Con, and the market cheered.

CrowdStrike Powers Cyber Services, Accelerates SOC Transformation with KPMG

Business Wire

AUSTIN, Texas--(BUSINESS WIRE)--CrowdStrike (NASDAQ: CRWD) today announced that KPMG is expanding its cybersecurity services with the CrowdStrike Falcon® platform. KPMG plans to integrate Falcon® Next-Gen SIEM into its professional service offerings and adopt CrowdStrike's Engagement Licensing Progr...

CRWD's Position in Cybersecurity, A.I. & "Opportunity" Ahead

Schwab Network

CrowdStrike (CRWD) "has come a long way" since the July outage last year, says Steve Koenig. His firm has a neutral rating based on valuation with a $485 price target.

CrowdStrike's Higher Multiple Is Justified, But SentinelOne Is The Better Invest...

Seeking Alpha

SentinelOne and CrowdStrike are both strong cybersecurity plays, but S offers higher potential upside due to its lower current valuation. CRWD is the clear business quality leader, with higher revenues, better margins, and a dominant market position, justifying its premium multiple. While CRWD remai...

1 Unstoppable Artificial Intelligence (AI) Stock That Could Soar 325% by 2036

The Motley Fool

In the past, the cybersecurity industry was so fragmented that customers would have to buy products from multiple providers to gain adequate protection. But CrowdStrike (CRWD -1.88%) now offers a leading all-in-one platform, called Falcon, which includes 30 different modules covering cloud security,...

Should You Buy CrowdStrike Stock Before 2035?

The Motley Fool

In a world of stock traders thinking about the next 10 minutes, cybersecurity company CrowdStrike (CRWD -1.88%) is thinking about the next 10 years. And I believe that investing great Warren Buffett would heartily approve.

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