New York, Feb 25, 2026, 19:15 ET — After-hours
- CrowdStrike shares ended up about 4% in regular trading, clawing back some of this week’s losses.
- The company rolled out new partnerships tied to securing AI data and workloads.
- Traders are looking ahead to CrowdStrike’s March 3 results after the U.S. close.
CrowdStrike Holdings, Inc. shares closed up 3.7% at $363.29 on Wednesday, after swinging between $346.70 and $365.92 in the session. The stock is still well below its 52-week high of $566.76. (Businessinsider)
The move comes after a bruising start to the week for cybersecurity names, when investors dumped the group over fears that new AI tools could chip away at parts of the security stack. CrowdStrike and peers such as Datadog and Zscaler fell around 11% on Monday, Reuters reported. (Reuters)
A day later, broader software shares found some footing as traders tried to decide how fast AI disruption really arrives. “Some of this disruption is not imminent,” said Dennis Dick, chief market strategist at Stock Trader Network. (Reuters)
CrowdStrike has also been leaning into the opposite argument: that AI makes security harder, not easier. On Wednesday, the company said it would partner with VAST Data to build what it called a unified security model for the “AI lifecycle,” with joint integrations spanning data, model training and inference. “AI is becoming the operating system of the modern enterprise,” CEO George Kurtz said. (CrowdStrike)
Another partner headline hit earlier in the day. Commvault said it expanded an integration with CrowdStrike that gives “bi-directional” visibility between Commvault Cloud and CrowdStrike Falcon Next-Gen SIEM, a security information and event management system used to collect and analyze security alerts. “In today’s threat environment, speed and confidence are everything,” CrowdStrike Chief Business Officer Daniel Bernard said. (Commvault Systems, Inc.)
CrowdStrike added fuel to that messaging on Tuesday when it released its 2026 Global Threat Report, which said AI-enabled adversaries increased operations by 89% year-on-year and the average breakout time for eCrime fell to 29 minutes. “This is an AI arms race,” said Adam Meyers, head of counter adversary operations at CrowdStrike. (CrowdStrike)
Wall Street has been tinkering with targets as the sector digests the AI shock. Stephens cut its price target on CrowdStrike to $465 from $590 while keeping an overweight rating, according to a Marketscreener summary of broker notes. CrowdStrike shares were down about 0.7% in after-hours trading, that feed showed. (MarketScreener)
Still, the risk for bulls is simple: the AI narrative can turn quickly, and investors are trading the theme as much as the fundamentals. If customers decide they can do more with fewer tools, security budgets and pricing could tighten, even for the market leaders.
The next hard catalyst is close. CrowdStrike has said it will report fourth-quarter and full-year fiscal 2026 results after the U.S. market close on Tuesday, March 3, with a conference call at 5:00 p.m. Eastern. (Nasdaq)
That release will test whether the company’s pitch — that AI expands the attack surface and lifts demand for cloud security — shows up in the numbers and in its outlook.
