JPMorgan Highlights Falcon Flex Adoption as Key Driver for CrowdStrike Holdings, Inc. (CRWD) Growth

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is among the 13 Best Big Tech Stocks to Buy According to Hedge Funds.

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is among the best technology stocks. 

TheFly reported on February 25 that JPMorgan reduced its price target for CRWD to $472 from $582 while maintaining an Overweight rating. The firm anticipates a solid fourth quarter supported by CrowdStrike’s robust pipeline and ongoing adoption of Falcon Flex, projecting sequential growth in net new annual recurring revenue as the company moves into fiscal 2027. JPMorgan noted that the recent security software selloff, triggered by Anthropic’s Claude Code Security announcement, is likely an overreaction for platform providers like CRWD, since code vulnerability scanning primarily competes with static analysis tools rather than impacting the company’s runtime detection and response capabilities.

Additionally, CrowdStrike Holdings, Inc. (NASDAQ:CRWD) revealed on February 26 that Fal. Con Gov 2026, with the topic "Cybersecurity Is National Security," will take place in Washington, D.C., on March 18. The summit, which is in its third year, brings together national security and top government executives, which also includes representatives from the White House, the Department of War, and CISA. This is to reinforce the protection of vital national systems and promote AI-driven defense policies.

Through keynote addresses, expert panels, breakout sessions, and interactive workshops, the program will address emerging cyber tactics, AI-enhanced threats, and operational defense best practices. Attendees will have the opportunity to engage with federal CISOs, participate in hallmark sessions such as Adversary Underground and Adversary Tradecraft, and meet with over 20 partner organizations that assist government and public-sector cybersecurity projects.

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) delivers cloud-based cybersecurity solutions, specializing in endpoint protection, threat intelligence, and incident response. Its platform helps organizations prevent breaches, detect threats in real time, and secure digital assets across networks globally.

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