CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the stocks in focus this week under Jim Cramer’s game plan. Cramer noted that the stock “shouldn’t have been crushed,” as he commented:
After the close, CrowdStrike reports. Now, this is an incredibly skilled outfit that protects a huge number of clients from cyber criminals. Its CEO, George Kurtz, is a maniac for stopping cyber terrorism, and they play offense all the time. CrowdStrike’s an expensive stock, though, and its price-to-earnings multiple got compressed when Anthropic, the very aggressive business-to-business AI platform, last week invaded its turf with something that could help make AI agents safer.
Look, in reality, CrowdStrike doesn’t actually compete with Anthropic. They’re like partners for heaven’s sake. So it shouldn’t have been crushed like that, but the stock hasn’t snapped back either because these days, investors simply don’t want to pay up for quality merchandise. I stand by CrowdStrike, which is why we own it for the Charitable Trust. One day soon, expertise will matter again, and the stock will go higher, but maybe not in time for CrowdStrike’s quarter.
Photo by Artem Podrez on Pexels
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) provides cloud-based cybersecurity solutions. The company offers protection for endpoints, cloud systems, identities, and data.
While we acknowledge the potential of CRWD as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
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