Jim Cramer Discusses CrowdStrike in Light of AI Threat

CrowdStrike Holdings, Inc. (NASDAQ:

) is one of the . Cramer highlighted the company in light of its CEO’s comments regarding the impact of AI on the company’s business. He commented:

How about this? Late last week, Claude came after the cybersecurity companies, and the whole group got killed. They got killed again today. Just miserable. I don’t believe there’s a genuine competitive threat here, but there’s a clear and present danger to the price-to-earnings multiples. That’s right. As I say in How to Make Money in Any Market, this is what we have to care about now. Right now, CrowdStrike’s very expensive, even as I think the business is unassailable. Like I said at the top, it’s all about the PE multiple…

I know George Kurtz from CrowdStrike, whose stock was pummeled by Anthropic cybersecurity release for two straight days now, he put out a cogent retort on LinkedIn yesterday called, “Did Claude just kill cybersecurity?” Kurtz runs with one of my favorite bits. He asked Claude directly, “Can Claude code build me a tool to replace CrowdStrike?”

The answer, “I appreciate the ambition, George, but I have to be straightforward. Building a replacement for CrowdStrike isn’t something I can do here, and it wouldn’t be responsible for me to suggest otherwise.” Immediately, I thought about the half dozen people who told me the exact opposite, who urged me to sell CrowdStrike as if it’s some non-proprietary hack software as a service business that merely analyzes your data, makes some recommendations.

George explains the distinction best: “Claude code security finds bugs in your source code before they are exploited — proactive, development stage security.” CrowdStrike, on the other hand, detects and responds to threats as they happen. Very different missions. The CEO of CrowdStrike is not in denial about Claude’s strength. He goes on to say that, “AI is powerful. It’s transformative. And it absolutely makes security better. But AI doesn’t eliminate the need for security. It increases it.”

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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

.