CrowdStrike (CRWD)'s Killing It, Says Jim Cramer

We recently published 12 Stocks on Jim Cramer’s Radar.  CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the stocks on Jim Cramer's radar.

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is a cybersecurity company. Its shares are down by 6.3% over the past year and by 21% year-to-date. The stock tumbled last week after AI firm Anthropic announced a new cybersecurity tool to enable code scanning and rectification for vulnerabilities. Cramer has been a long-time proponent of the cybersecurity sector and has favored it since early 2025, as he believes that the growth in AI usage creates additional opportunities for these companies. HSBC discussed CrowdStrike Holdings, Inc. (NASDAQ:CRWD)’s shares on February 13th as it upgraded them to Buy from Hold and set a $446 share price target. Attractive valuation and AI growth played a role in the optimism, as HSBC pointed out that the firm enjoys competitive advantages over its peers and has extensively integrated artificial intelligence and machine learning into its platform. Additionally. HSBC pointed out that CrowdStrike Holdings, Inc. (NASDAQ:CRWD)’s lower margins meant that there was room for it to catch up with peers. Cramer remains a believer in the firm:

“But not hard for CrowdStrike. I mean CrowdStrike, the more agents you have, the more data that you have, the more you need CrowdStrike to defend that data. CrowdStrike gets on the Microsoft marketplace yesterday, they do a billion dollars in the Amazon marketplace. And no one says a thing about it. They have zero business on Microsoft. They’re gonna very quickly ramp up, and by the way, that’s money that you have with Microsoft, so you can say, listen, I want that allocated to CrowdStrike. . . CrowdStrike’s killing it.”

While we acknowledge the potential of CRWD as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock.

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