Buy CrowdStrike Before the Stock Split? Here’s the Case

CrowdStrike (CRWD) is up 45% in 2026 but down 10% since strong June earnings despite board approval of a 4-for-1 stock split. While the split itself doesn't create value, the company's strong fundamentals—including 26% YOY revenue growth, 51% EPS growth, and raised ARR guidance—support a bullish case. The stock trades at expensive traditional valuations but benefits from S&P 500 membership, institutional ownership, and a $1.5 billion buyback authorization. Technical analysis shows constructive momentum with room to run.

06/23/2026, 12:11 PM • Investing

Is Cloudflare Overvalued?

Cloudflare's underperformance relative to competitors CrowdStrike and Fortinet is justified due to persistent profitability concerns. Despite solid 34% revenue growth and a strong customer base, the company posted a net operating loss of $62 million in Q1. Trading at over 33x sales with decelerating guidance and no GAAP profitability outlook, Cloudflare leaves little room for error and may not justify its valuation compared to profitable competitors.

06/23/2026, 6:30 AM • The Motley Fool

This Surprising Cybersecurity Threat Could Unlock Huge Upside

Palo Alto Networks is positioned as a major winner in the AI-driven cybersecurity market, offering a broader platform strategy, cheaper valuation, and enterprise consolidation opportunities compared to competitor CrowdStrike. The article suggests PANW may provide a more compelling risk-reward setup for investors.

06/22/2026, 8:15 AM • The Motley Fool

The Quiet Race to Rewire the World's Encryption Before Quantum Computers Break It

Quantum Secure Encryption Corp. announced a Memorandum of Agreement with a Malaysia-based digital certification authority to develop a localized version of its Quantum Preparedness Assessment platform compliant with Malaysia's Cyber Security Act 2024. The move represents QSE's expansion into Southeast Asia as governments worldwide set hard deadlines for post-quantum cryptography migration, with the global cybersecurity market valued in the hundreds of billions and post-quantum security projected as one of its fastest-growing segments.

06/17/2026, 8:45 AM • Benzinga

CrowdStrike's 4-for-1 Stock Split Is Coming July 2. Here's What You Need to Know Before It Happens.

CrowdStrike announced its first-ever 4-for-1 stock split effective July 2, 2026. The split will increase shareholders' share count by four times while proportionally reducing the share price, with no impact on the underlying business value. The split signals management confidence in future growth, supported by strong recent financial results including 32% net new annual recurring revenue growth and all-time high cash flow.

06/17/2026, 7:11 AM • The Motley Fool

Databricks Makes Third Cyber Acquisition, Acquiring Panther Labs

Databricks has agreed to acquire Panther Labs for an undisclosed price as its third cybersecurity acquisition, aiming to compete with CrowdStrike and Splunk. The deal reflects Databricks' strategy to build AI-powered security solutions using autonomous agents to defend against increasingly sophisticated attacks. Databricks is also reportedly preparing a new funding round that could value the company between $165-175 billion, with a potential IPO as early as next year.

06/16/2026, 1:53 PM • Benzinga

5 Companies Betting Big on Themselves Through Massive Buybacks

Five major companies are executing aggressive share buyback programs, signaling financial health and confidence in future cash flows. NVIDIA increased its buyback authorization by $80 billion, Citigroup announced a $30 billion buyback representing 13.7% of shares, CrowdStrike added $500 million to its authorization, Rockwell Automation increased buybacks by $1 billion, and Masco accelerated a $300 million repurchase agreement. These moves are supported by strong cash flows and analyst optimism.

06/16/2026, 6:45 AM • Investing

Wall Street's Latest Stock-Split Stock Is Up Over 1,000% Since IPO and Looks Like a Strong Candidate for More

CrowdStrike, which has delivered over 1,000% returns since its 2019 IPO, is implementing a 4-for-1 stock split in July. The cybersecurity company operates in a rapidly expanding market expected to reach $325 billion by 2030. However, profitability remains a concern due to high stock-based compensation at 23% of revenue, which could limit future gains if not addressed.

06/15/2026, 7:07 AM • The Motley Fool

The AI Boom Has a Hidden Winner—And It’s Not Nvidia

Cybersecurity stocks are emerging as the hidden winners of the AI boom, rebounding strongly with approximately 100% gains from early 2026 lows. Companies like Palo Alto Networks, CrowdStrike, and Datadog have received significant analyst upgrades, with cybersecurity being essential to the AI software stack. Institutional buying has resumed in 2026, and valuations suggest 50-100% upside potential over coming years, with major catalysts expected from Q2 earnings and datacenter buildouts.

06/12/2026, 12:17 PM • Investing

Cloud Security Posture Management Market Expected to Reach USD 15.62 Billion by 2035 | SNS Insider

The global Cloud Security Posture Management (CSPM) market was valued at $5.96 billion in 2025 and is projected to reach $15.62 billion by 2035, growing at a 10.14% CAGR. The market expansion is driven by rapid cloud adoption outpacing manual security management capabilities, with cloud misconfiguration being the leading cause of breaches. North America leads the market with the U.S. representing $2.38 billion, while Europe is projected to reach $4.23 billion by 2035. Large enterprises and BFSI sectors dominate, though SMEs and healthcare are the fastest-growing segments.

06/12/2026, 6:00 AM • GlobeNewswire

1 Stock-Split Stock to Buy Before It Jumps 27% According to 1 Wall Street Analyst

CrowdStrike Holdings, a cybersecurity company leveraging AI technology, is highlighted as a strong buy opportunity following its stock split announcement. With 78% of Wall Street analysts rating it a buy and one analyst projecting 27% upside potential, the company demonstrates strong fundamentals including 26% revenue growth and record annual recurring revenue of $5.5 billion.

06/12/2026, 3:02 AM • The Motley Fool

IBM Thinks Your Data Is Too Stubborn to Move (and AI Agrees)

IBM is positioning itself to capitalize on 'data gravity'—the tendency of enterprise data to remain stationary once settled. Rather than moving workloads to public clouds, enterprises are increasingly bringing AI capabilities to on-premises data centers due to egress fees, latency, security concerns, and regulatory issues. IBM's hybrid cloud model, featuring Power servers and Z mainframes, targets this shift, while competitors like Oracle, CrowdStrike, and Seagate are also recognizing this trend.

06/11/2026, 7:19 AM • The Motley Fool

Should You Buy CrowdStrike Before Its Stock Split?

CrowdStrike announced its first-ever 4-for-1 stock split effective July 1, 2026, which will reduce the per-share price from over $600 to approximately $160. While stock splits don't fundamentally change a company's valuation, they can make shares more accessible to smaller investors. The article advises that timing around the split is unnecessary, but notes CrowdStrike's strong Q1 results and AI-driven growth potential are offset by its expensive valuation at 120x forward earnings, suggesting investors may want to wait for a potential dip.

06/10/2026, 11:05 AM • The Motley Fool

Down 14%, Is It Time to Buy CrowdStrike Stock? The Answer Might Surprise You.

CrowdStrike reported strong Q1 fiscal 2027 earnings with 26% revenue growth and record $5.5B in annual recurring revenue, yet its stock fell 14%. While the company's cybersecurity solutions and AI-focused modules show promise, its sky-high P/S ratio of 33.5 creates an uncomfortable risk-reward situation. The stock may struggle in the short term despite long-term growth potential.

06/09/2026, 4:15 PM • The Motley Fool

Is Now the Right Time to Buy the Commvault Dip?

Commvault is trading at an attractive valuation of less than 5 times its annual recurring revenue (ARR), significantly lower than competitors like CrowdStrike which trades at over 30 times ARR. The cybersecurity company reported strong 21% year-over-year ARR growth and is well-positioned to benefit from increasing cybersecurity demands driven by AI expansion. After a 40% stock decline over the past year due to soft guidance and high previous valuations, the company has recovered most of its year-to-date losses and now presents a compelling long-term buying opportunity.

06/09/2026, 2:11 PM • The Motley Fool