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2026-08-24 Multiple media and traders list CRWD among week's most anticipated earnings; options activity expected to increase
2026-08-26 Multiple outlets and pros see earnings as catalyst; options market implies ±7.42% move.
2026-08-27 Revenue, EPS, and net new ARR beat estimates; AI security demand drives growth; shares surge after hours.
2026-08-27 AI security demand drives record quarter, best in history per CEO; multiple banks raise price targets
2026-08-29 Multiple sources confirm record Q2 results and stock surge, featuring Jim Cramer interview and investor buzz
2026-08-31 Multiple media and analysts confirm record net new ARR and AI security demand driving growth; stock at all-time highs
2026-09-03 RBC reiterates Outperform with $260 PT; analysts see AI-era security growth after Fal.Con
CompanyBull
Cybersecurity Rally Lifts CrowdStrike as Peers Post Strong Results
PANW strong ARR and sector optimism, plus CRWD technical support, bolster industry confidence
D1 +5.7% · +5d -3.8%
ProductBull
CrowdStrike Unveils AI Security Innovations and Partnerships at Fal.Con 2026
At Fal.Con, CrowdStrike launched supply chain protection, agentic SOC, Agentic IdP, and partnerships with Anthropic, OpenAI, and Nvidia, bolstering AI security.
D1 -6.9% · +5d -3.4%
›2 waves of this story
2026-09-01 Launches Cyber Superintelligence Lab, SafeMind models, Falcon Guardian, and Google Cloud integrations
2026-09-02 At Fal.Con, CrowdStrike launched supply chain protection, agentic SOC, Agentic IdP, and partnerships with Anthropic, OpenAI, and Nvidia, bolstering AI security.
Earnings
Earnings report
D1 -6.9% · +5d -3.4%
CompanyBull
CrowdStrike Announces Multiple Partnerships and Product Updates at Fal.Con
Partnerships with Google Cloud, CLEAR, Commvault, and launch of Falcon on Google Cloud and AI agents strengthen platform ecosystem.
D1 +5.8% · +5d -9.1%
8-K filing
8-K: Item 2.02, Item 9.01
D1 +20.5% · +5d -5.7%
Earnings
Earnings report
Q2 创纪录净新增 ARR 为 $333 百万，同比增长 51%，超出指引上限逾 $45 百万
D1 +2.0% · +5d +7.5%
CompanyBull
AI Security Demand Drives CrowdStrike Growth, Analysts Take Note
Multiple sources highlight accelerating AI security adoption benefiting CRWD, though stock has pulled back recently
D1 -0.7% · +5d +21.1%
EarningsBear
CrowdStrike CTO Departs to Launch AI Security Fund, Stock Under Pressure
CTO departure draws market attention, shares fall 4.8%, but fundamentals remain largely unaffected.
D1 -5.3% · +5d -6.2%
›4 waves of this story
2026-08-19 Investors watch Falcon Flex sustainability and guidance as earnings approach
2026-08-19 Multiple firms raise PTs, but stock pulls back 7% ahead of earnings
2026-08-20 Company announcement confirms sustained leadership in cloud workload protection, reinforcing competitive position.
2026-08-20 CTO departure draws market attention, shares fall 4.8%, but fundamentals remain largely unaffected.
Product
Endace Integrates with CrowdStrike Falcon Next-Gen SIEM
EndaceProbe packet capture integrates into Falcon platform, boosting security analytics
D1 -0.5% · +5d -12.9%
OtherBull
CrowdStrike in Weekly Upgrades, Multiple Analyst Endorsements
Motley Fool comparison and weekly upgrade list both highlight the stock
D1 -1.4% · +5d -10.9%
›2 waves of this story
2026-08-15 New high with institutional mentions and positioning, raising market attention
2026-08-15 Motley Fool comparison and weekly upgrade list both highlight the stock
OtherBear
CrowdStrike and Cybersecurity Stocks Hit New Highs
Analyst downgrades to sell on valuation, but stock remains near highs
D1 +5.0% · +5d -5.0%
›5 waves of this story
2026-08-08 Multiple sources note CRWD and peers are essential AI infrastructure, stocks at ATHs
2026-08-11 Black Hat highlights AI threat; CRWD, PANW extend 52-week highs
2026-08-11 Black Hat conference highlights AI threats, boosting cybersecurity stocks
2026-08-11 Black Hat highlights AI threats; analysts bullish on cybersecurity demand; CRWD and PANW hit 52-week highs
2026-08-13 Analyst downgrades to sell on valuation, but stock remains near highs
Product
CrowdStrike Expands Project QuiltWorks to SMBs
Company announcement extends frontier AI risk protection to SMBs, a product move
D1 +1.7% · +5d -15.6%
Related — this ticker is not the subject
RelatedMarkets
Ives names Nvidia, Microsoft, Palantir, Apple and CrowdStrike as top picks into 2027
The latest list highlights where the longtime tech bull says he wants exposure across AI, cloud and security.
D1 -4.8% · since -0.9%
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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice
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Event thread
Key events, in time order
30 items
CompanyBull
CrowdStrike Named Leader in 2026 IDC MarketScape for Modern Endpoint Security
Company announced it was named a Leader in the 2026 IDC MarketScape for Modern Endpoint Security for Enterprises
D1 -4.8% · since -0.9%
Product🔥Developing
CrowdStrike Expands AI Security Accelerator with AWS, NVIDIA; Stock Falls 3.4%
Company expands AI security accelerator with AWS and NVIDIA, but shares fell 3.4% on the day
D1 +1.3% · +5d +6.1%
›3 waves of this story
2026-09-29 Partnership addresses AI agent risks, bolstering CRWD's position in AI security
2026-10-06 4th annual accelerator opens 35 slots for agentic AI security, driving stock to record high
2026-10-07 Company expands AI security accelerator with AWS and NVIDIA, but shares fell 3.4% on the day
CapitalBull🔥Developing
CrowdStrike Among Cybersecurity Stocks Hitting New 52-Week Highs as Sector Momentum Persists
Multiple cybersecurity names hit new highs same day; AI-driven demand expectations bolster sector
D1 -2.9% · +5d +7.1%
›2 waves of this story
2026-09-25 Multiple cybersecurity stocks hit new highs, market attention rises but fundamentals debated
2026-10-06 Multiple cybersecurity names hit new highs same day; AI-driven demand expectations bolster sector
CapitalBear
CrowdStrike Hits 52-Week High; Insiders Sell $726M at All-Time Highs
Stock at record highs while insiders sell $726M with zero buys, a potential caution flag
D1 +2.3% · since -5.7%
EarningsBull
CrowdStrike ARR Hits $5.84B, Up 25% YoY
Company reports ARR growth; analysts cite AI-driven demand, raise PT
D1 +1.5% · since -2.6%
25 earlier events›
Insider selling
Insider selling $23.5M (3)
D1 +0.5% · +5d -1.2%
Insider selling
Insider selling $66.9M (2)
D1 +0.8% · +5d +0.3%
ProductBull
CrowdStrike Brings Falcon Platform to OpenAI Marketplace
Eligible enterprise customers can use OpenAI commitments to purchase CrowdStrike, with protection extended to Codex agents
D1 +0.8% · +5d +0.3%
Insider selling
Insider selling $125.5M (1)
D1 -1.1% · +5d +2.5%
CapitalBull
CrowdStrike Named Leader in Proactive Security Platforms by Forrester
Independent recognition bolsters platform strategy, highest score in Strategy category
D1 +13.9% · +5d +5.9%
›5 waves of this story
2026-09-14 Multiple sources confirm CRWD surges over 12% on AI threat concerns
2026-09-16 CEO says AI risks are here, needs stronger security; analysts see benefits from AI security demand
2026-09-16 AI firms call for slowdown, CrowdStrike named Gartner Customers' Choice, stock hits new high
2026-09-17 Independent research recognition and analyst PT hike reinforce AI security leadership
2026-08-24 Multiple media and traders list CRWD among week's most anticipated earnings; options activity expected to increase
2026-08-26 Multiple outlets and pros see earnings as catalyst; options market implies ±7.42% move.
2026-08-27 Revenue, EPS, and net new ARR beat estimates; AI security demand drives growth; shares surge after hours.
2026-08-27 AI security demand drives record quarter, best in history per CEO; multiple banks raise price targets
2026-08-29 Multiple sources confirm record Q2 results and stock surge, featuring Jim Cramer interview and investor buzz
2026-08-31 Multiple media and analysts confirm record net new ARR and AI security demand driving growth; stock at all-time highs
2026-09-03 RBC reiterates Outperform with $260 PT; analysts see AI-era security growth after Fal.Con
CompanyBull
Cybersecurity Rally Lifts CrowdStrike as Peers Post Strong Results
PANW strong ARR and sector optimism, plus CRWD technical support, bolster industry confidence
D1 +5.7% · +5d -3.8%
ProductBull
CrowdStrike Unveils AI Security Innovations and Partnerships at Fal.Con 2026
At Fal.Con, CrowdStrike launched supply chain protection, agentic SOC, Agentic IdP, and partnerships with Anthropic, OpenAI, and Nvidia, bolstering AI security.
D1 -6.9% · +5d -3.4%
›2 waves of this story
2026-09-01 Launches Cyber Superintelligence Lab, SafeMind models, Falcon Guardian, and Google Cloud integrations
2026-09-02 At Fal.Con, CrowdStrike launched supply chain protection, agentic SOC, Agentic IdP, and partnerships with Anthropic, OpenAI, and Nvidia, bolstering AI security.
Earnings
Earnings report
D1 -6.9% · +5d -3.4%
CompanyBull
CrowdStrike Announces Multiple Partnerships and Product Updates at Fal.Con
Partnerships with Google Cloud, CLEAR, Commvault, and launch of Falcon on Google Cloud and AI agents strengthen platform ecosystem.
D1 +5.8% · +5d -9.1%
8-K filing
8-K: Item 2.02, Item 9.01
D1 +20.5% · +5d -5.7%
Earnings
Earnings report
Q2 创纪录净新增 ARR 为 $333 百万，同比增长 51%，超出指引上限逾 $45 百万
D1 +2.0% · +5d +7.5%
CompanyBull
AI Security Demand Drives CrowdStrike Growth, Analysts Take Note
Multiple sources highlight accelerating AI security adoption benefiting CRWD, though stock has pulled back recently
D1 -0.7% · +5d +21.1%
EarningsBear
CrowdStrike CTO Departs to Launch AI Security Fund, Stock Under Pressure
CTO departure draws market attention, shares fall 4.8%, but fundamentals remain largely unaffected.
D1 -5.3% · +5d -6.2%
›4 waves of this story
2026-08-19 Investors watch Falcon Flex sustainability and guidance as earnings approach
2026-08-19 Multiple firms raise PTs, but stock pulls back 7% ahead of earnings
2026-08-20 Company announcement confirms sustained leadership in cloud workload protection, reinforcing competitive position.
2026-08-20 CTO departure draws market attention, shares fall 4.8%, but fundamentals remain largely unaffected.
Product
Endace Integrates with CrowdStrike Falcon Next-Gen SIEM
EndaceProbe packet capture integrates into Falcon platform, boosting security analytics
D1 -0.5% · +5d -12.9%
OtherBull
CrowdStrike in Weekly Upgrades, Multiple Analyst Endorsements
Motley Fool comparison and weekly upgrade list both highlight the stock
D1 -1.4% · +5d -10.9%
›2 waves of this story
2026-08-15 New high with institutional mentions and positioning, raising market attention
2026-08-15 Motley Fool comparison and weekly upgrade list both highlight the stock
OtherBear
CrowdStrike and Cybersecurity Stocks Hit New Highs
Analyst downgrades to sell on valuation, but stock remains near highs
D1 +5.0% · +5d -5.0%
›5 waves of this story
2026-08-08 Multiple sources note CRWD and peers are essential AI infrastructure, stocks at ATHs
2026-08-11 Black Hat highlights AI threat; CRWD, PANW extend 52-week highs
2026-08-11 Black Hat conference highlights AI threats, boosting cybersecurity stocks
2026-08-11 Black Hat highlights AI threats; analysts bullish on cybersecurity demand; CRWD and PANW hit 52-week highs
2026-08-13 Analyst downgrades to sell on valuation, but stock remains near highs
Product
CrowdStrike Expands Project QuiltWorks to SMBs
Company announcement extends frontier AI risk protection to SMBs, a product move
D1 +1.7% · +5d -15.6%
Related — this ticker is not the subject
RelatedMarkets
Ives names Nvidia, Microsoft, Palantir, Apple and CrowdStrike as top picks into 2027
The latest list highlights where the longtime tech bull says he wants exposure across AI, cloud and security.
