The bull market still runs on chips, but cybersecurity has stolen the spotlight in May.
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Shares of cybersecurity platform provider CrowdStrike (NASDAQ:CRWD) jumped 4.6% in the afternoon session after a wave of bullish analyst notes and a new European partnership reinforced confidence ahead of earnings.
There are stock calls that feel cautious and measured. And then there are the ones that make you sit up straight. Morgan Stanley just raised its CrowdStrike (CRWD) price target in a note shared with me at TheStreet on May 20. In fact, it's a $100 increase on a stock that has already moved 40% in ...

All three of the major indexes (^DJI, ^IXIC, ^GSPC) rebounded on Thursday and ended the trading session in positive territory. Yahoo Finance Markets and Data Editor Jared Blikre assesses the day's market moves while also taking a closer look at the record rally driving cybersecurity stocks higher.
Based on the average brokerage recommendation (ABR), CrowdStrike (CRWD) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?
CrowdStrike, Snowflake, Palo Alto Get Bullish Calls Ahead of Earnings
Palo Alto Networks stock rallies on a bullish note from Stifel analysts. Here’s why the investment firm sees PANW shares pushing higher in 2026.
Earlier this month, CrowdStrike launched Jet, a mobile app for partners on iOS and Android that centralizes real-time deal origination, tracking, support access, and instant cash-based rewards into a single interface. By compressing previously manual partner workflows into seconds and tying closed deals directly to digital wallet payouts, Jet could meaningfully change how quickly partners bring new business onto the Falcon platform. Next, we’ll examine how Jet’s streamlined partner...
Shares of cybersecurity platform provider CrowdStrike (NASDAQ:CRWD) jumped 3.2% in the afternoon session after multiple analysts raised their price targets on the stock, citing strong security demand and positive customer feedback.
Stifel analyst Adam Borg raised the firm’s price target on CrowdStrike (NASDAQ:CRWD) to $660 from $480, maintaining a Buy rating ahead of the company’s fiscal Q1 2027 earnings report on June 3. The price target raise lands in the middle of a three-day analyst tug-of-war, sitting between KeyBanc’s aggressive bull call and DZ Bank’s notable ... Stifel Just Crowned CrowdStrike With a $660 Price Target. The Bull Case Just Got Louder
CrowdStrike (CRWD) is facing healthy demand across its Falcon platform, momentum in Falcon Flex, gro
CrowdStrike’s AI security growth is powering strong earnings momentum, with markets now watching closely for the June 3 update.
Visa, IBM and CrowdStrike headline new Zacks research as analysts assess AI, cybersecurity and digital payments trends.
Cisco Systems (NASDAQ: CSCO) and CrowdStrike (NASDAQ: CRWD) delivered very different earnings stories. Cisco posted $15.84 billion in Q3 FY26 revenue, while CrowdStrike closed FY26 with $5.25 billion in ending annual recurring revenue (ARR). Both stocks have risen sharply, raising a harder question: which carries the weaker risk/reward from here? The Cisco Bear Case: Cost ... Is Cisco or CrowdStrike the Better Short Bet Right Now?
From commerce to culture, software is digitizing every aspect of our lives. This secular theme makes SaaS companies attractive investment candidates but also comes with higher valuations that cause volatility. Unfortunately, the rich prices have haunted them over the past six months as the industry has shed 12.4%. This performance is a far cry from the S&P 500’s 13.3% ascent.
Visa stays central to digital payments as cross-border activity and transaction growth fuel momentum despite margin pressure.
The cybersecurity leader continues to benefit from strong demand for its integrated security platform as threats evolve.
Fortinet (NASDAQ:FTNT) just received an analyst downgrade from DZ Bank, with the firm moving to a Hold rating and a $125 price target. The same DZ Bank team simultaneously cut CrowdStrike (NASDAQ:CRWD) to Sell with a $500 price target, signaling a broader cautious turn on cybersecurity. For prudent investors, the move suggests valuation discipline is ... Fortinet Cut to Hold at DZ Bank, Price Target Set at $125: Is Cybersecurity Losing Steam?
CrowdStrike Holdings stock was rising on Tuesday after a TD Cowen analyst cited confidence that the cybersecurity company’s capabilities will continue to be in high demand due to the risks that artificial intelligence presents. Shaul Eyal hiked his price target for CrowdStrike stock to $625 from $480 while maintaining a Buy rating on Tuesday. “As the category-leading vendor of endpoint protection to secure AI workflows, we see CRWD as very well positioned to benefit disproportionately from rising global cybersecurity budgets as automated threat detection and response becomes a foundational survival equipment,” Eyal wrote.
CrowdStrike (NASDAQ:CRWD) just got hit with a Sell rating from DZ Bank, which set a $500 price target on the cybersecurity leader. The downgrade lands one day after KeyBanc raised its CrowdStrike price target to $700 from $525 with an Overweight rating. That $200 spread between the bull and bear case is the real story ... DZ Bank Just Slapped CrowdStrike With a Sell Rating. Is the $700 Bull Case Falling Apart?
ServiceNow and Adobe have rallied single digits over the last month and could play catch up to large-cap peers like Datadog and CrowdStrike.
U.S. software stocks headed toward their fourth consecutive session of gains on Tuesday, attempting a comeback after being battered for much of the year on fears of disruption from artificial intelligence. The iShares Expanded Tech‑Software Sector ETF rose 1.1%, hitting its highest level since January. Workday, ServiceNow and Salesforce rose between 3.7% and 4.3%.
Zscaler (NASDAQ: ZS) stock has been on a roller coaster. The stock hit an all-time high of $368 in 2021. Even after a strong rebound recently, it still trades around $175. That means investors who bought near the top are still deep underwater, even as the stock has surged roughly 30% in the past month alone.
CrowdStrike (CRWD) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Pre-Market Stock Futures: Futures are trading lower on Tuesday as the sell-off in technology stocks carried through to Monday and is headed down that road today. All of the major indices, except the Dow Jones Industrial Average, which closed 0.32% higher at 49,668, finished the day lower. The small-cap Russell 2000 was the big loser ... Here Are Tuesday’s Top Wall Street Analyst Research Calls: American Tower, Citigroup, CrowdStrike, Fortinet, Hanover Insurance, Jazz Pharmaceuticals, Stubhub, X-
Nebius is rapidly scaling its full-stack AI cloud platform, building key partnerships including a $27 billion multi-year deal with Meta, and gaining multiple strategic acquisitions. These moves are prompting growing analyst optimism even as the stock trades at a premium valuation.
The S&P 500 Index ($SPX ) (SPY ) on Monday closed down -0.07%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.32%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.45%. June E-mini S&P futures (ESM26 ) fell -0.12%, and June E-mini Nasdaq futures...
Shares of cybersecurity platform provider CrowdStrike (NASDAQ:CRWD) jumped 2.8% in the afternoon session after investment firm BTIG raised its price target on the stock, citing strong growth for the company's security platform. BTIG increased its price target to $621 from a previous $499, while maintaining a 'Buy' rating on the shares.