+8.25% to $257.57 from $237.94
What moved CRWD
- Shares rose along with cybersecurity peers after the disclosure of two critical PHP vulnerabilities, rated 9.2 out of 10 in severity, that could allow unauthenticated remote code execution on vulnerable servers.
- An Evercore ISI channel survey found a firming cybersecurity budget outlook heading into year-end, naming CrowdStrike and Palo Alto Networks as leading beneficiaries of AI-driven security spending.
- Morgan Stanley maintained its Overweight rating on CrowdStrike following the vulnerability disclosures.
- Security researchers said that as of Thursday evening they had not observed successful attacks exploiting the flaws, suggesting limited real-world damage so far.
Sources: TradingKey · NBC News
+2.27% to $278.86 from $272.67
What moved CRWD
- CrowdStrike advanced after unveiling a startup accelerator program developed with Amazon and Nvidia aimed at companies building “agentic” AI security tools.
- The announcement helped lift the broader cybersecurity sector, with Palo Alto Networks and Zscaler also gaining on the day.
- The move added to a sector-wide rally that has pushed cybersecurity-focused ETFs, such as the Global X Cybersecurity ETF, to fresh all-time highs on a seventh straight winning day.
Sources: 24/7 Wall St. · CNBC
+13.85% to $235.38 from $206.74
What moved CRWD
- Shares soared as much as 15% intraday, still up over 12% by midday, after opening near $219 and hitting an intraday record of $238.64.
- The rally was triggered by Anthropic CEO Dario Amodei’s weekend call to slow the pace of AI capability development, a view echoed by OpenAI’s Sam Altman and Tesla’s Elon Musk.
- Investors framed a more dangerous AI threat environment as a catalyst for higher security spending, with pure-play security stocks outperforming the broader cybersecurity sector ETF.
Sources: The Motley Fool · Yahoo Finance · 24/7 Wall St.
-5.60% to $190.34 from $201.63
What moved CRWD
- Shares fell in premarket trading after reports that CTO Elia Zaitsev is leaving after more than 13 years at the company to launch an investment fund focused on AI and cybersecurity.
- CrowdStrike had not named a successor to the CTO role at the time of the report, raising questions about continuity of its AI security technology strategy.
- The stock fell as much as 2.8%-4% before the bell, with the decline coming ahead of CrowdStrike’s fiscal second-quarter 2027 results due after the close on August 26.
Sources: Yahoo Finance · Investing.com · 247wallst.com