NEW YORK, Jan 27, 2026, 09:00 EST — Premarket
- CrowdStrike shares jumped in premarket Tuesday, building on a strong rally from the previous session.
- Traders pointed to analyst upgrade buzz paired with the company’s recent acquisitions.
- On Wednesday, attention turns to the Fed, while CrowdStrike’s fiscal year, ending Jan. 31, draws scrutiny.
CrowdStrike Holdings’ shares rose 2.6% to $480.70 in premarket trade Tuesday, after jumping 3.5% to $468.33 by Monday’s close, based on Public.com market data. 1
Investors are bracing for the Federal Reserve’s rate decision on Wednesday, alongside a packed schedule of major tech earnings that could rattle high-growth software names. On Monday, Chris Zaccarelli, chief investment officer at Northlight Asset Management, pointed out that “communications and technology are trading well today in advance of the earnings from a lot of the large companies.” 2
CrowdStrike continues to hold a significant position in cybersecurity, a sector where investor sentiment can turn quickly amid changing interest rates, budget worries, and evolving “platform” narratives.
A StockStory report on Barchart stirred activity in CrowdStrike’s shares on Monday, pointing to “recent analyst upgrades” and growing investor focus on the company’s expansion beyond endpoint security. The piece cited a Berenberg note that described CrowdStrike as a vendor “capable of sustaining sector-leading growth.” 3
On Jan. 9, Berenberg upgraded CrowdStrike’s rating from “Hold” to “Buy,” according to a Fintel report featured on Nasdaq.com. 4
Deal activity surged this month. On Jan. 8, CrowdStrike revealed plans to buy identity-security startup SGNL for $740 million. The move targets bolstering “continuous identity” controls amid expanding AI agent system access. 5
On Jan. 13, CrowdStrike confirmed it had sealed a deal to buy Seraphic Security, a firm focused on browser runtime security. The transaction is mainly cash, with a portion paid in stock that vests over time. CEO George Kurtz highlighted their aim to “turn any browser into a secure enterprise browser,” stressing the principle of “zero standing privilege” — limiting ongoing access and granting permissions only when necessary. 6
CrowdStrike’s latest push drives it further into the fierce fight for enterprise security budgets, going head-to-head with Palo Alto Networks on platform security and clashing with Okta and CyberArk in the identity management arena.
The trade can swing the other way too. If integration hits a snag or customer demand dips, investors tend to quickly reassess the stock—especially with valuations already on the high side. CrowdStrike is still mired in legal troubles stemming from its July 2024 outage; a U.S. judge dismissed a shareholder lawsuit just earlier this month. 7
Traders are bracing for Wednesday afternoon’s Fed announcement, looking for any shifts in the rate outlook that might rattle software stocks. After that, attention turns to CrowdStrike’s fiscal fourth quarter, ending Jan. 31, as investors watch to see if revenue hits the $1.29 billion to $1.30 billion range it recently projected. 8
