New York, Feb 25, 2026, 19:15 ET — After-hours
- CrowdStrike finished the session roughly 4% higher, recouping part of its losses from earlier in the week.
- New partnerships landed as the company looks to lock down both AI data and workloads.
- CrowdStrike reports after the U.S. close on March 3, and traders are watching closely.
CrowdStrike Holdings, Inc. finished Wednesday’s session at $363.29, up 3.7%. Shares traded anywhere from $346.70 to $365.92 during the day. Still, the stock remains far off its 52-week peak of $566.76.
After a rough kickoff to the week for cybersecurity stocks, the sector took a hit as investors bailed out on concerns that fresh AI tools might erode segments of the security stack. Shares of CrowdStrike, along with Datadog and Zscaler, slid about 11% Monday, according to Reuters.
Broader software stocks managed to recover a bit the next day, as traders weighed the actual speed of AI-driven shakeups. “Some of this disruption is not imminent,” said Dennis Dick, chief market strategist at Stock Trader Network. Reuters
CrowdStrike keeps pushing the counterpoint: AI isn’t making security any simpler. On Wednesday, the company announced a partnership with VAST Data aimed at creating what it describes as a unified security model for the “AI lifecycle.” The plan includes joint integrations across data, model training, and inference. “AI is becoming the operating system of the modern enterprise,” said CEO George Kurtz. CrowdStrike
Earlier, another headline from a partner surfaced. Commvault announced a broader integration with CrowdStrike, adding what it calls “bi-directional” visibility between Commvault Cloud and CrowdStrike Falcon Next-Gen SIEM—a platform for gathering and parsing security alerts. “In today’s threat environment, speed and confidence are everything,” said Daniel Bernard, CrowdStrike’s Chief Business Officer. Commvault Systems, Inc.
CrowdStrike turned up the volume on Tuesday, dropping its 2026 Global Threat Report and flagging an 89% year-on-year jump in AI-enabled adversary activity. The average breakout time for eCrime? Just 29 minutes now, according to the report. “This is an AI arms race,” said Adam Meyers, who leads counter adversary operations at CrowdStrike. CrowdStrike
Wall Street’s still adjusting its price targets as the sector absorbs the AI jolt. Stephens dropped its target on CrowdStrike to $465, down from $590, though it stuck with an overweight rating, according to a Marketscreener roundup of broker notes. CrowdStrike shed about 0.7% in after-hours trading, the feed indicated.
But the risk to bulls is clear enough: the AI story can flip in a hurry, and much of this trade hinges on the narrative rather than pure fundamentals. Should customers start demanding more from fewer products, even top players could see tighter security budgets and pricing pressure.
CrowdStrike’s next big event is just ahead: the company plans to post its fourth-quarter and full-year fiscal 2026 numbers after the U.S. markets shut on Tuesday, March 3. A conference call is on tap for 5:00 p.m. Eastern that day.
The release puts the company’s argument to the test: that AI broadens the attack surface and boosts demand for cloud security. Investors will be watching to see if those claims translate into the numbers and guidance.
