NEW YORK, Jan 4, 2026, 12:04 ET — Market closed
- CrowdStrike fell 3.2% on Friday, the first U.S. trading session of 2026.
- Cybersecurity peers also slid, even as the S&P 500 finished slightly higher.
- Markets reopen Monday with investors focused on a heavy week of U.S. data and the company’s next earnings window.
CrowdStrike Holdings, Inc. shares ended Friday down 3.2%, closing at $453.58 as the cybersecurity group lagged in the first U.S. session of 2026.
The pullback matters because high-growth software stocks tend to move with interest-rate expectations, and the market is heading into a data-heavy week that can reset views on the economy and Federal Reserve policy.
It also comes as investors rebalance early in the year, when flows can amplify moves in crowded trades — a dynamic that can hit richly valued cybersecurity names even without company-specific headlines.
CrowdStrike traded as high as $477.25 and as low as $449.49 on Friday, after opening at $474, according to market data.
The move was not isolated. Fortinet fell 1.9% and Palo Alto Networks dropped 2.6% on the day, a MarketWatch data report showed. 1
The broader tape was steadier: the S&P 500 rose about 0.2% on Friday while the Nasdaq was little changed, according to an Associated Press market wrap. 2
With U.S. markets closed over the weekend, the next focal point for CrowdStrike traders is the company’s next quarterly report, expected in early March; Zacks lists March 3 on its earnings calendar. Investors typically watch annual recurring revenue (ARR) — a measure of subscription revenue that repeats each year — along with margins and customer retention. 3
Macro signals are in focus as well. “The direction of the economy and labor market in 2026 will largely depend on productivity and AI’s influence on it,” BMO Capital Markets economist Sal Guatieri said in comments cited by Kiplinger. 4
But the setup cuts both ways: a stronger-than-expected run of U.S. data can push yields higher and pressure high-multiple software stocks, while any sign of slower enterprise security spending would sharpen scrutiny on CrowdStrike’s growth premium.
The immediate catalysts start Monday at 10 a.m. ET with the ISM manufacturing PMI for December, with ADP employment, ISM services and the JOLTS openings report due Wednesday, and the U.S. jobs report on Friday. 4
For CrowdStrike, traders will be watching whether Friday’s dip in the cybersecurity group stabilizes when markets reopen Monday, and whether positioning shifts ahead of that expected early-March earnings report. 3
