Research
PLTR Stock: NSA Anthropic Deal Lifts Defense AI Names
FT reports the NSA is using Anthropic's Mythos for cyber operations as the US doubles down on defense AI. What the catalyst means for PLTR, LMT, and HII.
CRWD
CrowdStrike Holdings, Inc.
NASDAQ · USTechnologySoftware - Infrastructure
$198.49-2.26%
Price as of Jul 20, 2026
CRWD analysis
CrowdStrike Holdings, Inc. stock analysis
Published Drillr research and company-specific analysis. Existing articles keep their current URLs and citation behavior.
Research
CRWD Q1 FY27 Beat-and-Raise + 4-for-1 Split Sells Off — Why
CrowdStrike beat consensus, raised FY27 guidance, announced 4-for-1 split, closed -2.78% at $747.61. Positioning unwind not fundamentals.
Research
PANW, CRWD and the Software AI Capex Second Wave
Six of eight software names are above their 200-day MA as PANW posts FY26 Q3 strength and CRWD prints a second-wave beat.
Research
AI Cyber Threat Warning: JPM, BAC Exposed — CRWD, PANW Set to Gain
US regulators' warning on Anthropic Mythos AI cyber threats highlights vulnerabilities at major banks like JPM, BAC, and WFC, while creating tailwinds for cybersecurity leaders CRWD, PANW, and ZS. The article analyzes exposure, financials, and ranks conviction plays amid rising AI-driven risks.
Research
MSFT's $10B Japan AI Bet: NVDA, EQIX Among Top Beneficiaries to Watch
Microsoft's $10B Japan investment ignites AI infra demand, benefiting NVDA's GPUs, EQIX/DLR data centers, MSFT's cloud, and CRWD/PANW cyber. Ranked leaders: NVDA, MSFT, EQIX amid 65%+ sector growth.