New York, February 9, 2026, 12:55 EST — Regular session
- CrowdStrike shares pick up roughly 2% by midday, moving higher along with software names.
- Company touts new Gartner Peer Insights nod for its exposure management platform
- This week, investors are eyeing U.S. economic data and CrowdStrike’s March 3 earnings—both expected to drive the next moves.
CrowdStrike Holdings, Inc. (CRWD.O) traded higher by 2.3% to $404.67 as of midday Monday. Shares started the session at $393.19 and changed hands between $386.57 and a peak of $405.03.
Software stocks bounced back after last week’s sharp drop. Investors remain uneasy—concerns over accelerating AI developments haven’t gone away, especially with margins under pressure from fiercer competition. Heavy AI investments by the tech giants are keeping the tension high. “It’s an eye-popping number, $650 billion,” said Anna Rathbun, founder and CEO of Grenadilla Advisory. Reuters
CrowdStrike plans to publish its fourth-quarter and full-year numbers after the U.S. market closes on March 3. The company’s conference call follows later that same day.
The company said Monday it was singled out as the only vendor to earn Customers’ Choice status in Gartner Peer Insights’ “Voice of the Customer” report for external attack surface management — software designed to pinpoint internet-facing assets and exposure points before attackers get there. “To us, being the only vendor to be named a Customers’ Choice reflects the trust organizations place in CrowdStrike,” Chief Technology Officer Elia Zaitsev said. CrowdStrike
Palo Alto Networks climbed roughly 1.8%, Fortinet rose 2.5%, and Zscaler picked up about 1%. SentinelOne, on the other hand, slipped 2.3%.
Investors aren’t zeroed in on one headline; what’s grabbing attention is how the next forecast might look. Traders are watching for shifts in customer demand, moves on pricing discipline, and the pace at which buyers add new modules to the Falcon platform.
The stock’s been restless. Rallies in rate-sensitive software? Those moves can vanish quickly if inflation numbers jolt or risk appetite dries up. Come March, even a hint of caution could steer attention right back to rivals and profitability.
All eyes on U.S. economic data this week, as traders hunt for fresh signals on rates and valuations ahead of CrowdStrike’s numbers. CRWD’s next key event lands March 3, with its earnings report and call slated for that date.
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