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2 Momentum  Stocks Worth Investigating and 1 We Avoid
StockStory94d agoneutral
2 Momentum Stocks Worth Investigating and 1 We Avoid

The stocks featured in this article are seeing some big returns. Over the past month, they’ve outpaced the market due to some combination of positive news, upbeat results, or supportive macro developments. As such, investors are taking notice and bidding up shares.

Benzinga94d agoneutral
Here's How Much You Would Have Made Owning CrowdStrike Holdings Stock In The Last 5 Years

CrowdStrike Holdings (NASDAQ:CRWD) has outperformed the market over the past 5 years by 10.88% on an annualized basis producing an average annual return of 23.38%. Currently, CrowdStrike Holdings has a market capitalization of $143.04 billion. Buying $1000 In CRWD: If an investor had bought $1000 of CRWD stock 5 years ago, it would be worth $2,983.98 today based on a price of $564.00 for CRWD at the time of writing. CrowdStrike Holdings's Performance Over Last 5 Years Finally -- what's the point

CrowdStrike Holdings (CRWD): Chris Rokos Opens New Position
Insider Monkey94d agoneutral
CrowdStrike Holdings (CRWD): Chris Rokos Opens New Position

We just covered the Chris Rokos Stock Portfolio: Top 10 Stock Picks and CrowdStrike Holdings, Inc. (NASDAQ:CRWD) ranks 10th on this list. CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is a relatively new addition to the 13F portfolio of Rokos Capital Management. The fund first disclosed a stake in the company back in the first quarter of 2022. […]

Assessing CrowdStrike Holdings (CRWD) Valuation After A Powerful Multi Year Shareholder Return
Simply Wall St.95d agoneutral
Assessing CrowdStrike Holdings (CRWD) Valuation After A Powerful Multi Year Shareholder Return

CrowdStrike Holdings (CRWD) has drawn fresh attention after a strong run in its stock, with shares last closing at US$546.18. Investors are weighing this move against the company’s current fundamentals and growth metrics. See our latest analysis for CrowdStrike Holdings. The recent 7 day share price return of 14.62% and 30 day share price return of 44.10% point to strong short term momentum. In addition, the 3 year total shareholder return above 3x suggests that longer term holders have also...

AI Rally May Have Gone Too Far With Some Stocks Up 70% in a Month
24/7 Wall St.95d agobullish
AI Rally May Have Gone Too Far With Some Stocks Up 70% in a Month

On the May 8 episode of CNBC’s Halftime Report, the panel openly questioned whether the AI-driven rally has stopped discriminating between core AI plays and merely AI-adjacent names. One of the cleanest examples is Qualcomm (NASDAQ:QCOM), where the stock gained around 70% in a month despite posting merely decent results and guiding lower for the ... AI Rally May Have Gone Too Far With Some Stocks Up 70% in a Month

CrowdStrike Expands AI Security Reach Through QuiltWorks And Microsoft Defender
Simply Wall St.97d agoneutral
CrowdStrike Expands AI Security Reach Through QuiltWorks And Microsoft Defender

CrowdStrike Holdings (NasdaqGS:CRWD) expanded its Project QuiltWorks AI cybersecurity coalition with new global technology and consulting partners. New members include Armadin, Cognizant, HCLTech, Infosys, KPMG, NTT DATA, Tata Consultancy Services, and Wipro. The company also launched Falcon OverWatch for Defender, bringing AI powered threat hunting to Microsoft endpoint customers. CrowdStrike Holdings, trading at about $505.74, has seen very strong multi year share price appreciation,...

CrowdStrike Holdings (CRWD) Expands Cybersecurity Coalition with Additional Partners
Insider Monkey98d agoneutral
CrowdStrike Holdings (CRWD) Expands Cybersecurity Coalition with Additional Partners

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the Best American AI Stocks to Buy Now. On Tuesday, CrowdStrike closed 1.55% higher at $476.53 as the company announced the expansion of its Project QuiltWorks, the cybersecurity coalition for securing frontier AI Risk. In a statement, CrowdStrike announced the addition of more partners to the coalition, particularly […]

Cyber Joins 4 Resilience Themes for 2026. The 3 ETFs Catching the Trade
24/7 Wall St.99d agoneutral
Cyber Joins 4 Resilience Themes for 2026. The 3 ETFs Catching the Trade

State Street’s 2026 Global ETF Outlook flags a resilience pivot that reaches beyond traditional defensive assets. On page 13, the firm writes that “Early 2026 indications suggest we may be in for a year with an even greater focus on resiliency themes such as energy, defense, cyber and commodities.” Cyber is the only software-heavy theme ... Cyber Joins 4 Resilience Themes for 2026. The 3 ETFs Catching the Trade

DDOG Stock To $400?
Trefis99d agoneutral
DDOG Stock To $400?

Datadog (DDOG) has faced intense scrutiny regarding its vulnerability to hyperscaler competition. The bear case is well understood. Major cloud providers like Amazon (AMZN) and Alphabet (GOOGL) are actively bundling native observability tools into their core platforms, threatening to commoditize basic monitoring. At the same time, Datadog relies on a usage-based pricing model, which has prompted aggressive customer cost optimization and seat compression in a tighter macroeconomic environment. Th

Does CrowdStrike (CRWD) Still Offer Value After Its Recent Share Price Climb?
Simply Wall St.100d agoneutral
Does CrowdStrike (CRWD) Still Offer Value After Its Recent Share Price Climb?

If you are wondering whether CrowdStrike Holdings at around US$468 a share is priced for perfection or still has room to run, the next step is to break that intuition into clear valuation checks. The stock has returned 3.5% over the past week, 17.4% over the last 30 days, 3.2% year to date and 10.8% over the past year, which gives useful context before you weigh what the current price might imply. Recent headlines have focused on CrowdStrike's role in cybersecurity and its position within...

Is the Fortinet Stock Rally Sustainable?
Trefis100d agobullish
Is the Fortinet Stock Rally Sustainable?

Fortinet stock (FTNT) surged to $104 in extended trading following its first quarter 2026 earnings report on May 6, 2026. This "beat and raise" performance saw revenue hit $1.85 billion, representing 20.1% year-over-year growth and surpassing analyst estimates of $1.77 billion. While the market frequently rewards top-line growth, the underlying shift toward AI-driven security suggests a fundamental change in Fortinet's trajectory.

Should CrowdStrike’s AI-driven OverWatch Expansion to Defender Users Require Action From CrowdStrike Holdings (CRWD) Investors?
Simply Wall St.101d agoneutral
Should CrowdStrike’s AI-driven OverWatch Expansion to Defender Users Require Action From CrowdStrike Holdings (CRWD) Investors?

CrowdStrike recently launched Falcon OverWatch for Defender, extending its managed threat hunting to Microsoft Defender customers, while also deepening AI integrations and expanding its Project QuiltWorks coalition to address emerging AI-driven vulnerabilities across enterprise environments. By pairing adversary-intelligence-driven hunting, frontier AI models like Claude Opus 4.7, and new offensive-testing partners such as Armadin, CrowdStrike is positioning its Falcon platform as a central...

BTIG Just Got Bullish on Palo Alto Networks: Price Target Climbs to $216 on Improving Channel Checks
24/7 Wall St.101d agobullish
BTIG Just Got Bullish on Palo Alto Networks: Price Target Climbs to $216 on Improving Channel Checks

One of Wall Street’s top firms just put its stamp of approval on cybersecurity leader Palo Alto Networks (NASDAQ:PANW). On May 6, 2026, BTIG raised its PANW stock price target to $216 from $200 and reiterated a Buy rating, citing a fresh round of channel checks with partners and customer contacts that came back “constructive ... BTIG Just Got Bullish on Palo Alto Networks: Price Target Climbs to $216 on Improving Channel Checks

The Same AI Wave Crushing SaaS Stocks May Be About to Rescue These 3 Names
24/7 Wall St.101d agoneutral
The Same AI Wave Crushing SaaS Stocks May Be About to Rescue These 3 Names

The SaaS-pocalypse has caused quite a violent reset in the valuations of many software stocks. And while the disruptive wave of AI might not yet be done marking down prices across the SaaS scene, I do think that it makes sense to at least check out the prices on merchandise, which some folks might see ... The Same AI Wave Crushing SaaS Stocks May Be About to Rescue These 3 Names

CrowdStrike Gartner Leader Status And QuiltWorks Expansion Deepen AI Security Role
Simply Wall St.102d agoneutral
CrowdStrike Gartner Leader Status And QuiltWorks Expansion Deepen AI Security Role

CrowdStrike Holdings (NasdaqGS:CRWD) is named a Leader in the 2026 Gartner Magic Quadrant for Cyberthreat Intelligence Technologies. The company expands its Project QuiltWorks coalition, adding global partners including Armadin, Cognizant, HCLTech, Infosys, KPMG, NTT DATA, Tata Consultancy Services, and Wipro. Project QuiltWorks focuses on applying frontier AI to cybersecurity risk management across enterprises. CrowdStrike, known for its Falcon platform and focus on AI-powered...

These 2 Cybersecurity Stocks Are Poised to Ride the AI Wave Higher, Says Barclays
TipRanks102d agoneutral
These 2 Cybersecurity Stocks Are Poised to Ride the AI Wave Higher, Says Barclays

The rapid spread of AI has been the main driver of the tech industry over the past several years. Recently, the big headlines have revolved around its impact on the software segment – as enterprise customers adopt AI tools, they may begin doing in-house what they previously purchased from software providers.Claim 55% Off TipRanksUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Discover top-performing stock ideas and upgrade to a portfolio of market leaders

Rubrik, Inc. (RBRK) Lands in the ‘AI Winners’ Circle
Insider Monkey102d agoneutral
Rubrik, Inc. (RBRK) Lands in the ‘AI Winners’ Circle

Rubrik, Inc. (NYSE:RBRK) is among the best software infrastructure stocks to buy now. On May 1, Patrick O’Neill, an analyst at Wolfe Research, started coverage on Rubrik, Inc. (NYSE:RBRK) with an Outperform rating and a price target of $70. As the analyst told investors, the company finds itself “at the intersection of data and security, […]

Here’s Where CoreWeave Proves the Doubters Wrong Once and For All
24/7 Wall St.102d agoneutral
Here’s Where CoreWeave Proves the Doubters Wrong Once and For All

CoreWeave (NASDAQ: CRWV) reports first-quarter results Thursday after the close. Critics have called the AI cloud provider’s foundation circular financing on shifting sand. A month-long run of contract wins has started to flip that script. Critics Said It Was Built on Sand CoreWeave borrows heavily, buys NVIDIA (NASDAQ:NVDA) GPUs, and rents them to a concentrated ... Here’s Where CoreWeave Proves the Doubters Wrong Once and For All