New 52-week high$262.74+0.1% vs prior high · 2026-09-23
CrowdStrike notched another 52-week high at $262.74, 0.1% past the peak it set six days ago. The $269 billion security name has nearly tripled off its February low near $90.
Latest Activity
Cramer is calling out Anthropic CEO Dario Amodei for leaving cybersecurity out of the AI safety conversation, and booking CrowdStrike's George Kurtz to make the counterpoint.
I find Dario's dismissal of cybersecurity (by non-inclusion) curious. Does he even consult the cyber security experts? Remember when he said his he could do the cyber security. That's why i had George Kurtz on from Crowdstrike tonight
- Replies24
- Reposts9
- Likes111
Cramer is calling the selloff in the two largest pure-play cybersecurity names mechanical profit-taking rather than a break in the growth story, a read worth testing against Barclays' warning that the group has run out of room.
Crowdstrike and Palo Alto will come back.... huge wave of profit-taking
- Replies25
- Reposts3
- Likes61
Q2 2027
EPS
$0.31
est $0.29+6.3%
Revenue
$1.47B
est $1.44B+2.3%
Net new ARR accelerated 51% year over year to a record $332.8 million, and management raised full-year net new ARR growth guidance. Falcon Flex ARR doubled, the clearest sign yet that AI security budgets are landing here.
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New positionJim SimonsRenaissance Technologies LLC
Opened
CRWDCROWDSTRIKE HLDGS INC
- Shares
- 749K
- Value
- $572M
- % of portfolio
- 0.8%
As of Jun 30, 2026 · disclosed Aug 13, 2026 · ~45 days stale — may not reflect current positions.
Renaissance Technologies disclosed a brand-new CrowdStrike stake as of June 30, now roughly 0.8% of its 3,140-name book, an outsized weight for a quant fund that spreads bets thin. NVIDIA remains its largest disclosed long, while Goldman Sachs, Bank of America and Arm dropped off the list entirely.
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