NEW YORK, Jan 27, 2026, 09:00 EST — Premarket
- CrowdStrike shares climbed in premarket trading Tuesday following a solid rally the day before.
- Traders highlighted analyst upgrade chatter alongside the company’s recent acquisitions.
- All eyes shift to the Fed on Wednesday, with CrowdStrike’s fiscal year closing on Jan. 31 also in focus.
CrowdStrike Holdings’ stock climbed 2.6% to $480.70 in premarket trading Tuesday, following a 3.5% gain to $468.33 at Monday’s close, according to Public.com market data. (Public)
Investors are positioning ahead of the Federal Reserve’s rate decision on Wednesday and a busy slate of big-tech earnings, both of which could shake up high-growth software stocks. Chris Zaccarelli, chief investment officer at Northlight Asset Management, noted Monday that “communications and technology are trading well today in advance of the earnings from a lot of the large companies.” (Reuters)
CrowdStrike remains a key player in cybersecurity, where investor sentiment often shifts fast as interest rates, budget concerns, and “platform” stories intersect.
A StockStory report on Barchart kept CrowdStrike’s stock active Monday, highlighting “recent analyst upgrades” and investor interest in the company’s push past endpoint security. It referenced a Berenberg note praising CrowdStrike as a vendor “capable of sustaining sector-leading growth.” (Barchart)
On Jan. 9, Berenberg raised its rating on CrowdStrike from “Hold” to “Buy,” a Fintel report on Nasdaq.com reveals. (Nasdaq)
Deal activity has picked up this month. On Jan. 8, CrowdStrike announced it would acquire identity-security startup SGNL for $740 million, aiming to strengthen “continuous identity” controls as AI agents gain wider system access. (Reuters)
On Jan. 13, CrowdStrike announced it reached a definitive agreement to acquire Seraphic Security, a company specializing in browser runtime security. The deal is mostly cash, with some stock subject to vesting conditions. CEO George Kurtz said the goal is to “turn any browser into a secure enterprise browser,” emphasizing “zero standing privilege” — minimizing constant access and granting permissions strictly as needed. (CrowdStrike)
This move thrusts CrowdStrike deeper into the crowded battle for enterprise security dollars, facing off against rivals like Palo Alto Networks in platform security, along with Okta and CyberArk in identity management.
The trade can go the opposite direction as well. When integration stumbles or customer buying cools, investors often rush to revalue the stock—especially given its already high valuations. CrowdStrike also remains entangled in litigation from its July 2024 outage; a U.S. judge threw out a shareholder lawsuit earlier this month. (Reuters)
Traders are gearing up for Wednesday afternoon’s Fed decision, keen to spot any changes to the rate outlook that could shake software valuations. Then all eyes will shift to CrowdStrike’s fiscal fourth quarter, ending Jan. 31, as investors wait to see if upcoming results align with its latest forecast of $1.29 billion to $1.30 billion in revenue. (Reuters)
