Analyst Bullish on Crowdstrike Holdings (CRWD) Says Cybersecurity Could Be ‘Biggest Subsector' For Tech
Wedbush's Dan Ives was recently asked about the underperformance of cybersecurity stocks this year. Ives said he believes the market is 'wrong' on cybersecurity stocks and pointed to a few strong names he's bullish on, including Crowdstrike Holdings Inc (NASDAQ:CRWD).
'I think it's really been a rotation. Maybe some of the higher growth in software, some of these other AI places. Cyber has maybe lagged here. I think the market's gotten it wrong. I think actually when you look at a subsector, cybersecurity could be the biggest subsector of the year for tech. Because what we're seeing when you look at CrowdStrike, you look at Zscaler, Palo Alto, Check Point—as more moves to the cloud, cybersecurity is going to go hand in hand. So I think this is going to be one of those areas that actually significantly outperforms during earnings season.'
Crowdstrike Holdings Inc (NASDAQ:CRWD) shares are up 36% so far this year.
Artisan Developing World Fund stated the following regarding CrowdStrike Holdings, Inc. (NASDAQ:CRWD) in its second quarter 2025 investor letter:
'Top contributors to performance for the quarter included MercadoLibre, cybersecurity software leader CrowdStrike Holdings, Inc. (NASDAQ:CRWD), NuHoldings (Nubank), Sea, and ARM Holdings. CrowdStrike continued to benefit from an industry backdrop featuring increasing network complexity and heightened security threats, while seeing strong uptake of new customer packages post-service outages last year.'
Photo by Obie Fernandez on Unsplash
While we acknowledge the potential of CRWD as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the .
READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.
Disclosure: None. This article is originally published at Insider Monkey.
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