CrowdStrike stock dips as year-end tech pullback drags cybersecurity names

CrowdStrike stock dips as year-end tech pullback drags cybersecurity names

NEW YORK, December 29, 2025, 13:49 ET — Regular session.

  • CrowdStrike down about 1% in afternoon trading.
  • Palo Alto Networks, Fortinet and Zscaler also lower in a softer tape for cybersecurity.
  • Investors eye Fed minutes and jobless claims in a holiday-shortened week with markets shut Thursday.

CrowdStrike Holdings, Inc. shares fell about 1% on Monday, down $4.77 to $476.42 in afternoon trading.

The move put the cybersecurity firm among the decliners as investors pared exposure to technology shares in the final trading week of 2025 after last week’s rally pushed U.S. indexes to record highs, a Reuters report showed. Reuters

Trading is expected to stay thin in the holiday-affected week, with U.S. markets closed on Thursday for New Year’s Day. Minutes from the Federal Reserve’s previous meeting and a weekly reading of jobless claims are among the main macro events on the calendar, Reuters reported. Reuters

CrowdStrike traded between $474.64 and $483.10 on the session, after opening at $478.68, market data showed.

Other cybersecurity stocks moved in the same direction. Palo Alto Networks fell 0.9%, Fortinet dropped 1.2% and Zscaler slid 1.1%, while SentinelOne added 0.2%.

At 11:13 a.m. ET, the Nasdaq was down 0.6% and the S&P 500 was off 0.4% as heavyweight tech names retreated, Reuters said. Reuters

“This is not the beginning of the end of the tech dominance, it’ll turn out to be a buying opportunity,” said Hank Smith, director and head of investment strategy at Haverford Trust. Reuters

CrowdStrike sells cloud-based cybersecurity software that protects endpoints — devices such as laptops and servers — as well as cloud workloads. It competes with firms including Palo Alto Networks and Fortinet.

With few CrowdStrike-specific headlines driving trading on Monday, the stock largely tracked moves in the broader software and security group.

The next focal point is the company’s quarterly report, expected around March 3, 2026, according to data published by MLQ.ai, though the company has not confirmed a date. The site lists an analyst EPS estimate of about $1.10 per share, and investors typically focus on annual recurring revenue (ARR) — a subscription metric that tracks the value of contracted, repeatable revenue — and customer retention. MLQ

On charts, the $475 area — near Monday’s intraday low — is an early level traders will watch as the holiday week keeps liquidity thin.

Stock Market Today

  • Oracle Down 40% Could Rally in 2026 as AI Push Supports Long-Term Growth
    December 29, 2025, 2:43 PM EST. Oracle (ORCL) has fallen ~40% from its August high as investors fret over its AI-driven expansion and heavy capital spending. The shift from legacy database software to cloud infrastructure demands big capex, sending capex-to-revenue to 0.58 and turning free cash flow negative. Yet Oracle still benefits from a stable cash flow base and a vast remaining performance obligations (RPO) backlog of about $523 billion, suggesting a long runway for revenue growth if AI initiatives scale. Some fear a credit downgrade, but management has reiterated commitment to an investment-grade rating. If AI spend translates into durable cloud revenue, the stock could stage a 2026 recovery. Through 2025, Oracle's return trails or matches the S&P 500, underscoring upside if the transformation pays off.
Oklo stock falls today as mini nuclear reactor names slide — what’s driving OKLO now
Previous Story

Oklo stock falls today as mini nuclear reactor names slide — what’s driving OKLO now

Newmont tumbles as gold drops 4% and CME hikes metals margins
Next Story

Newmont tumbles as gold drops 4% and CME hikes metals margins

Go toTop