12 AI Stocks Making Headlines: Latest News and Ratings

6. CrowdStrike Holdings, Inc. (NASDAQ:CRWD)

Number of Hedge Fund Holders: 77

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is a leader in AI-driven endpoint and cloud workload protection. On March 4^th, the company reported its fourth quarter and fiscal year 2025 results. Its EPS of $1.03 was $0.17 better than the analyst estimate of $0.86, while revenue for the quarter came in at $1.06B versus the consensus estimate of $1.03B. Looking ahead, the company forecast first-quarter revenue slightly below estimates, as it struggles with weak spending on its cybersecurity products. It expects first-quarter revenue between $1.10 billion and $1.11 billion, the midpoint of which is slightly below analysts’ estimates of $1.11 billion as per data compiled by LSEG.

“Delivering $224 million of net new ARR, which brings our ending ARR to $4.24 billion, places us firmly on the flight path to our $10 billion ending ARR goal. As businesses of all sizes rapidly adopt AI, stopping the breach necessitates cybersecurity’s AI-native platform. We are seeing strong momentum in our Next-Gen SIEM, Cloud Security, and Identity Protection businesses, surpassing $1.3 billion in combined ending ARR. With 97% gross retention and accounts adopting Falcon Flex adding over $1 billion of in-quarter deal value, customers are increasingly consolidating on the Falcon platform as their AI-native SOC for today and tomorrow.”

-George Kurtz, CrowdStrike’s Founder and CEO.