CrowdStrike Among Best Security Stocks, Driven by Strong ARR Growth
Sep 21, 2026, 1:32 PM EDT1 sourcesAI-analyzed
Why it may matterVerify against the original reporting
The CNBC column underscores CRWD as a preferred pick, likely driving near-term buying; historical note shows a ~14% jump on AI-headline days, with fundamentals (ARR growth, revenue) supporting further upside; risk includes sector rotation timing and valuation discipline.
AI summary
What happened, with direct paths to the underlying reporting
CrowdStrike was highlighted by Brown and Russo as a top security stock, alongside four named names, with Zscaler and SentinelOne omitted. The company posted 2Q revenue of $1.47B, up 26%, and net new ARR of $333M, with ending ARR at $5.84B and Falcon Flex ARR at $2.29B, up 101%. The takeaway: AI-related cyber threats fueling demand and upside remains on fundamentals.
CrowdStrike named top security stock by Brown and Russo; Zscaler and SentinelOne omitted.
CRWD up 104% YTD; ARR and revenue growth highlighted.
Q2 revenue +26% to $1.47B; ending ARR $5.84B.
Falcon Flex ARR up 101% to $2.29B; full-year net new ARR guidance raised.
Shares jumped ~14% on Sept 14 amid AI-driven cybersecurity rally.
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StockNews.AI groups source reporting, classifies the event, and measures subsequent price movement. This is informational research, not investment advice. Prices may be delayed or unavailable.
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