StreetInsider.com News Articles

CrowdStrike urges stockholders to reject Tutanota mini-tender offer

Fri, 09 Oct 2026 16:31:20 -0400

CrowdStrike Holdings (NASDAQ: CRWD) announced it has received notice of an unsolicited mini-tender offer from Tutanota LLC, a company incorporated in the Island of Nevis, seeking to purchase up to 500,000 shares of CrowdStrike common stock at $260.00 per share in cash.

CrowdStrike is recommending that stockholders reject the offer, citing conditions that make payment uncertain. The offer price of $260.00 per share is only valid if CrowdStrike's closing stock price exceeds that level on the last trading day before the offer expires. If that condition is not waived by Tutanota, stockholders who tender shares would receive a below-market price. The

CrowdStrike Recommends Stockholders Reject the “Mini-Tender” Offer by Tutanota LLC

Fri, 09 Oct 2026 16:30:00 -0400

AUSTIN, Texas--(BUSINESS WIRE)--

CrowdStrike Holdings, Inc. (NASDAQ: CRWD) today announced that it has received notice of an unsolicited mini-tender offer by Tutanota LLC, a limited liability company established pursuant to the laws of the Island of Nevis (“Tutanota”) to purchase up to 500,000 shares of CrowdStrike common stock at a price of $260.00 per share in cash. The offer price of $260.00 per share is conditioned on, among other things, the closing price per share of CrowdStrike common stock exceeding $260.00 per share on the last trading day before the offer expires. This means that unless

CrowdStrike Recommends Stockholders Reject the “Mini-Tender” Offer by Tutanota LLC

Fri, 09 Oct 2026 16:30:00 -0400

AUSTIN, Texas--(BUSINESS WIRE)--

CrowdStrike (CRWD) PT Raised to $310 at Needham

Fri, 09 Oct 2026 07:15:40 -0400

(Updated - October 9, 2026 7:15 AM EDT)

Needham analyst Mike Cikos raised the price target on CrowdStrike (NASDAQ: CRWD) to $310.00 (from $250.00) while maintaining a Buy rating.

The analyst commented: "Yesterday we spoke with CrowdStrike to stress-test a common concern from investors: 'Is Flex pulling forward demand or unlocking it?' Based on our conversation, we believe it's the latter, where Flex serves as an enablement tool and punctuates the value of the Falcon platform by reducing friction in the procurement process. Furthermore, we see the company's Next-Gen SIEM as an under-appreciated aspect to the CrowdStrike thesis, where (1) the value

CrowdStrike (CRWD) PT Raised to $310 at Needham

Fri, 09 Oct 2026 07:15:40 -0400

(Updated - October 9, 2026 7:15 AM EDT)

Needham analyst Mike Cikos raised the price target on CrowdStrike (NASDAQ: CRWD) to $310.00 (from $250.00) while maintaining a Buy rating.

Form 4 CrowdStrike Holdings, For: Oct 06 Filed by: Kurtz George

Thu, 08 Oct 2026 20:00:00 -0400

si-local-file:///var/storage/secattach/20261008/27168006.html

Anthropic launches cyber defense program for infrastructure and open-source

Thu, 08 Oct 2026 15:06:05 -0400

Anthropic has announced the Anthropic Cyber Mission, a new initiative aimed at supporting cybersecurity defenders through tools, research, and resources. According to a company statement, the effort focuses on two areas: critical infrastructure protection and open-source software security.

As part of the initiative, Anthropic introduced the Critical Infrastructure Defense Program (CIDP), which provides access to its Claude AI models, on-site engineers, and threat research to organizations that protect operational technology such as power grids, water systems, and transportation networks. Founding partners include Accenture, Booz Allen, CrowdStrike, Deloitte, Dragos, Hitachi, Insane Cyber, Nozomi Networks, Palo Alto Networks, PwC, and Rockwell Automation.

Anthropic also

Anthropic launches cyber defense program for infrastructure and open-source

Thu, 08 Oct 2026 15:06:05 -0400

Anthropic also

AmerX Starts CrowdStrike (CRWD) at Underweight

Thu, 08 Oct 2026 08:23:17 -0400

AmerX analyst Casey Ryan initiates coverage on CrowdStrike (NASDAQ: CRWD) with a Underweight rating and a price target of $212.00.

The analyst comments "Initiate Coverage with an Underweight Rating and $212 Price Target. We initiate coverage of CrowdStrike with an Underweight rating, viewing the current share price as a poor entry point for new share purchases, and expect to see some reversion towards the peer-group valuation. We appreciate CrowdStrike's high-growth, high-margin recurring business model, but many peers share these features, yet have high, but more reasonable valuations. We see our Underweight as appropriate as the cybersecurity market consolidates, and large platform

AmerX Starts CrowdStrike (CRWD) at Underweight

Thu, 08 Oct 2026 08:23:17 -0400

AmerX analyst Casey Ryan initiates coverage on CrowdStrike (NASDAQ: CRWD) with a Underweight rating and a price target of $212.00.

AmerX Starts CrowdStrike (CRWD) at Underweight

Thu, 08 Oct 2026 08:23:17 -0400

AmerX analyst Casey Ryan initiates coverage on CrowdStrike (NASDAQ: CRWD) with a Underweight rating and a price target of $212.00.

AmerX Starts CrowdStrike (CRWD) at Underweight

Thu, 08 Oct 2026 08:23:17 -0400

AmerX analyst Casey Ryan initiates coverage on CrowdStrike (NASDAQ: CRWD) with a Underweight rating and a price target of $212.00.

CrowdStrike (CRWD) PT Raised to $295 at BMO Capital

Thu, 08 Oct 2026 07:39:56 -0400

(Updated - October 8, 2026 7:39 AM EDT)

BMO Capital analyst Keith Bachman raised the price target on CrowdStrike (NASDAQ: CRWD) to $295.00 (from $235.00) while maintaining a Outperform rating.

The analyst commented: "We hosted investor meetings with senior leadership from CRWD. We come away from our meetings with greater confidence in the durability of CRWD’s growth, and we are raising our target price from $235 to $295. While CRWD’s valuation is elevated relative to peers, we believe CRWD is the best positioned vendor in the increasingly important cybersecurity market, and is thus deserving of a premium.

Growing Security Budgets: Management expects

CrowdStrike (CRWD) PT Raised to $295 at BMO Capital

Thu, 08 Oct 2026 07:39:56 -0400

(Updated - October 8, 2026 7:39 AM EDT)

BMO Capital analyst Keith Bachman raised the price target on CrowdStrike (NASDAQ: CRWD) to $295.00 (from $235.00) while maintaining a Outperform rating.

Growing Security Budgets: Management expects

Yorkville Ives Starts CrowdStrike (CRWD) at Outperform

Wed, 07 Oct 2026 10:10:33 -0400

(Updated - October 7, 2026 10:10 AM EDT)

Yorkville Ives analyst Dan Ives initiates coverage on CrowdStrike (NASDAQ: CRWD) with a Outperform rating and a price target of $335.00.

The analyst comments "We are initiating coverage on CRWD with an OUTPERFORM rating and a $335 price target. We believe CrowdStrike remains the gold standard in cybersecurity, with the Falcon platform becoming increasingly essential as enterprises deploy autonomous agents across endpoints, cloud environments, applications, identities, and data. CrowdStrike pioneered endpoint detection and response (EDR) and is now extending that architectural advantage to AI, as Fal.Con 2026 made clear. Falcon Guardian, launched September 1,

Yorkville Ives Starts CrowdStrike (CRWD) at Outperform

Wed, 07 Oct 2026 10:10:33 -0400

(Updated - October 7, 2026 10:10 AM EDT)

Yorkville Ives analyst Dan Ives initiates coverage on CrowdStrike (NASDAQ: CRWD) with a Outperform rating and a price target of $335.00.

CrowdStrike Named a Leader in the 2026 IDC MarketScape for Modern Endpoint Security for Enterprises

Wed, 07 Oct 2026 08:00:00 -0400

AUSTIN, Texas--(BUSINESS WIRE)-- CrowdStrike (NASDAQ: CRWD) today announced it has been named a Leader in the IDC MarketScape: Worldwide Modern Endpoint Security for Enterprises 2026 Vendor Assessment.1

AI is now part of every enterprise, and the endpoint is where agents act autonomously at machine speed with system-level privilege. CrowdStrike pioneered AI-native EDR and is defining what customers need to secure AI with AI Detection and Response (AIDR). CrowdStrike's AIDR business has grown more than 79-fold2 in three quarters since launch, with Falcon Guardian securing AI agents

CrowdStrike Named a Leader in the 2026 IDC MarketScape for Modern Endpoint Security for Enterprises

Wed, 07 Oct 2026 08:00:00 -0400

Citi raises Zscaler price target to $245, keeps Buy rating

Wed, 07 Oct 2026 05:00:15 -0400

Citi analyst Fatima Boolani raised the price target on Zscaler (NASDAQ: ZS) to $245 from $205, while maintaining a Buy rating on the stock.

Boolani cited Zscaler's organic annual recurring revenue target of more than $8 billion at a 17% compound annual growth rate through fiscal year 2031 as a key factor, noting operating margin and free cash flow margin expectations are also tracking ahead of estimates.

The analyst noted that Zscaler currently averages adoption of 9 out of 30-plus sellable SKUs across its installed base, pointing to what she described as latent monetization opportunity. She also referenced the company's net new

Citi raises Zscaler price target to $245, keeps Buy rating

Wed, 07 Oct 2026 05:00:15 -0400

Citi analyst Fatima Boolani raised the price target on Zscaler (NASDAQ: ZS) to $245 from $205, while maintaining a Buy rating on the stock.

Citi raises Zscaler price target to $245, keeps Buy rating

Wed, 07 Oct 2026 05:00:15 -0400

Citi analyst Fatima Boolani raised the price target on Zscaler (NASDAQ: ZS) to $245 from $205, while maintaining a Buy rating on the stock.

Citi raises Zscaler price target to $245, keeps Buy rating

Wed, 07 Oct 2026 05:00:15 -0400

Citi analyst Fatima Boolani raised the price target on Zscaler (NASDAQ: ZS) to $245 from $205, while maintaining a Buy rating on the stock.

Form 4 CrowdStrike Holdings, For: Oct 02 Filed by: Kurtz George

Tue, 06 Oct 2026 20:00:00 -0400

si-local-file:///var/storage/secattach/20261006/27156634.html

CrowdStrike Holdings Inc. (CRWD) call put ratio 2.2 calls to 1 put as share price near record high

Tue, 06 Oct 2026 09:54:36 -0400

CrowdStrike Holdings Inc. (NASDAQ: CRWD) 30-day option implied volatility is at 51; compared to its 52-week range of 32 to 74. Call put ratio 2.2 calls to 1 put as share price near record high.

CrowdStrike (CRWD) PT Raised to $325 at StoneX Amid Accelerating AI Security Adoption

Tue, 06 Oct 2026 09:24:23 -0400

(Updated - October 6, 2026 9:24 AM EDT)

StoneX analyst Yi Fu Lee raised the price target on CrowdStrike (NASDAQ: CRWD) to $325.00 (from $250.00) while maintaining a Buy rating.

The analyst commented, "We reiterate our Buy rating on CrowdStrike and increase our price target from $250 to $325 following an insightful investor fireside chat discussion and productive working Q&A session with management. We hosted CrowdStrike Senior Director of Investor Relations Mr. William Zelver and IR & Strategic Finance Mr. Daniel Park. Our buyside Q&A participants were active, focusing on the evolution of AI Security, Falcon Guardian adoption, SafeMind monetization, Falcon Flex,