Jim Cramer Discusses Crowdstrike (CRWD)'s Share Price Performance

We recently published 10 Stocks Jim Cramer Talked About.  CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the stocks Jim Cramer talked about.

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is a cybersecurity company. Its shares are down by 4,5% over the past year and by 16% year-to-date. Like other software companies, the firm has also suffered in today’s AI era. Particularly CrowdStrike Holdings, Inc. (NASDAQ:CRWD)’s stock dipped in February after AI software firm Anthropic announced that it would offer a new software tool which would enable users to scan code for security vulnerabilities and then rectify them. Cramer has been pointing out for quite some time that the growth in AI use will also lead to higher demand for cybersecurity services. On this front, CrowdStrike Holdings, Inc. (NASDAQ:CRWD)’s 2026 Global Threat Report released on February 24th revealed that “AI-enabled adversaries” had experienced an 89% jump over 2025 across areas such as “reconnaissance, credential theft, and evasion.” HSBC upgraded the shares to Buy from Hold and set a $446 share price target on February 13th. In a tweet on the 26th, Cramer remarked that CrowdStrike Holdings, Inc. (NASDAQ:CRWD) shares could not go up if computer hardware stocks were also performing well:

Photo by Jefferson Santos on Unsplash

“Hardware down. software up. Crowdstrike higher. They can’t both go up…”

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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