Wall Street Gives CrowdStrike 40% Upside While AI Fears Drive the Selloff

With CrowdStrike ( NASDAQ:CRWD ) shares trading down 17% year to date and nearly 25% since its Q3 earnings filing in December, it remains peculiar that retail sentiment on Reddit has still climbed from a quarterly average of 62.5 to a weekly average of 72.

24/7 Wall Street • 6 hours ago

Why The CrowdStrike Stock Correction Isn't Over Yet

CrowdStrike stock (NASDAQ: CRWD) has faced a sharp correction over the last few weeks, tumbling 26.5% from its January 27, 2026, peak of $476.66 to its current level of $350.33. This downward trend is largely driven by a broader market rotation away from high-multiple software stocks as investors reassess risk in a shifting interest rate environment.

Forbes • 14 hours ago

2026 CrowdStrike Global Threat Report: AI Accelerates Adversaries and Reshapes the Attack Surface

AUSTIN, Texas--(BUSINESS WIRE)--CrowdStrike (NASDAQ: CRWD) today released its 2026 Global Threat Report, revealing that AI is accelerating the adversary and expanding the enterprise attack surface. The average eCrime breakout time fell to just 29 minutes in 2025, with the fastest observed breakout occurring in only 27 seconds. Adversaries are also actively exploiting AI systems themselves, injecting malicious prompts into GenAI tools at more than 90 organizations and abusing AI development plat.

Business Wire • 21 hours ago

Cybersecurity Showdown: CrowdStrike's Acquisition Spree vs Palo Alto's Platform Play

Both CrowdStrike (NASDAQ: CRWD) and Palo Alto Networks (NASDAQ: PANW) operate at the center of enterprise cybersecurity, share the same AI-driven demand tailwind, and have each pulled back sharply in 2026.

24/7 Wall Street • 14 hours ago

Software stocks rebound as Anthropic announces new partnerships

Anthropic announced new AI tools that connect with Salesforce-owned Slack, Intuit, Docusign, LegalZoom, FactSet and Google's Gmail. Cybersecurity and software names have sold off heavily in recent weeks as investors fretted about potential disruption from artificial intelligence.

CNBC • 11 hours ago

CrowdStrike: Gets Mistakenly Thrown Into The AI Flames - Time To Buy (Upgrade)

CrowdStrike Holdings, Inc. is finally upgraded to a Buy, as the recent selloff appears well overdone given its robust fundamentals and strategic positioning in cybersecurity. CRWD's Falcon platform is the gold standard and remains deeply embedded in enterprise security, with expanding ARR, strong modular adoption, and critical partnerships with AWS and Microsoft Azure. AI-driven tools like Anthropic's Claude Code Security target a different security layer, posing no direct threat to CRWD's endpoint and operational security leadership.

Seeking Alpha • 14 hours ago

IBM, CrowdStrike, Other AI-Battered Stocks Struggle to Rebound. It's a Long Road Back.

Artificial-intelligence start-up Anthropic had plenty to do with the sharp tech selloff. It has more updates coming Tuesday.

Barrons • 19 hours ago

Why CrowdStrike Plunged For the Second Day In A Row

Cybersecurity stocks fell for a second day in a row after Anthropic unveiled Claude Code Security on Friday. CrowdStrike's CEO pushed back on the disruption fears in a LinkedIn post over the weekend.

The Motley Fool • Feb 23, 2026

CrowdStrike stock: 3 simple reasons why AI can't disrupt it

CrowdStrike Holdings Inc (NASDAQ: CRWD) has crashed nearly 25% this month as Anthropic's launch of “Claude Code Security” triggered a massive sector-wide sell-off. Still, it's conceivable that artificial intelligence (AI) disruption fears, at least for CRWD, are more a ghost story than a fundamental reality.

Invezz • Feb 23, 2026

Cybersecurity stocks drop for a second day as new Anthropic tool fuels AI disruption fears

Cybersecurity stocks dropped for a second day as the threat of AI to the industry loomed large with Anthropic's latest AI tool that can scan code for vulnerabilities. Investors are worried these new tools will displace software business models and many tasks handled by cybersecurity vendors.

CNBC • Feb 23, 2026