$CRWD (크라우드스트라이크) — X 투자자 토론

CrowdStrike and Cybersecurity Peers Hit 52-Week Highs, Sector Momentum Continues영어 원문

Multiple cybersecurity stocks hit new highs, market attention rises but fundamentals debated

내부자 매도 1.3억 달러 (내부자 1명)

CrowdStrike Named Leader in Proactive Security Platforms by Forrester영어 원문

Independent recognition bolsters platform strategy, highest score in Strategy category

CrowdStrike Hits 52-Week High Amid Cybersecurity Rally영어 원문

AI-driven attack surface expansion and sector rotation lift CRWD and peers

Trump Discloses CrowdStrike Purchase, Sparking Market Attention영어 원문

Trump's disclosure shows $500K-1M CRWD buy, drawing attention

내부자 매도 4150만 달러 (내부자 4명)

내부자 매도 3110만 달러 (내부자 2명)

내부자 매도 1420만 달러 (내부자 2명)

CrowdStrike Advances Project QuiltWorks with North American Partner Cohort영어 원문

Company announcement of first geographic localization, focusing on frontier AI readiness expertise

CrowdStrike Partners with VAST Data to Extend Falcon Security to AI Operating System영어 원문

Native Falcon support integrated into VAST AI OS, securing AI infrastructure and enterprise data access

Cybersecurity Rally Lifts CrowdStrike as Peers Post Strong Results영어 원문

PANW strong ARR and sector optimism, plus CRWD technical support, bolster industry confidence

CrowdStrike Draws Bullish Analyst Views, RBC Reiterates Outperform영어 원문

RBC reiterates Outperform with $260 PT; analysts see AI-era security growth after Fal.Con

CrowdStrike Unveils AI Security Innovations and Partnerships at Fal.Con 2026영어 원문

At Fal.Con, CrowdStrike launched supply chain protection, agentic SOC, Agentic IdP, and partnerships with Anthropic, OpenAI, and Nvidia, bolstering AI security.

실적 발표

CrowdStrike Announces Multiple Partnerships and Product Updates at Fal.Con영어 원문

Partnerships with Google Cloud, CLEAR, Commvault, and launch of Falcon on Google Cloud and AI agents strengthen platform ecosystem.

8-K: 실적 공시

실적 발표

AI Security Demand Drives CrowdStrike Growth, Analysts Take Note영어 원문

Multiple sources highlight accelerating AI security adoption benefiting CRWD, though stock has pulled back recently

CrowdStrike CTO Departs to Launch AI Security Fund, Stock Under Pressure영어 원문

CTO departure draws market attention, shares fall 4.8%, but fundamentals remain largely unaffected.

Endace Integrates with CrowdStrike Falcon Next-Gen SIEM영어 원문

EndaceProbe packet capture integrates into Falcon platform, boosting security analytics

CrowdStrike in Weekly Upgrades, Multiple Analyst Endorsements영어 원문

Motley Fool comparison and weekly upgrade list both highlight the stock

CrowdStrike and Cybersecurity Stocks Hit New Highs영어 원문

Analyst downgrades to sell on valuation, but stock remains near highs

CrowdStrike Expands Project QuiltWorks to SMBs영어 원문

Company announcement extends frontier AI risk protection to SMBs, a product move

CrowdStrike Nears All-Time High, Poised for Record Weekly Close영어 원문

Multiple traders note CRWD near ATH, requiring weekly close above $203.08 for a record, indicating positive sentiment.

Fal.Con 2026 Sells Out at Record Pace as Industry Races to Secure AI영어 원문

Record sell-out pace reflects surging AI security demand, validating company's industry position

CrowdStrike Releases 2026 Threat Hunting Report, AI Embedded in Adversary Ops영어 원문

Report highlights AI's central role in modern adversary operations, reinforcing its AI security narrative

J.P. Morgan Sees AI-Driven Cybersecurity Spending Cycle, Names CrowdStrike Beneficiary영어 원문

Software stocks rallied 3 months, CRWD +66.8%, confirming AI security demand

NVIDIA Launches Open Secure AI Alliance with CrowdStrike as Founding Member영어 원문

The alliance will share open-source AI and cybersecurity tools to advance AI safety, with CrowdStrike as a founding member.