Podcast Stock Advisor

CRWD CrowdStrike

Picks
35
Buy
20
Sell
2
Distinct hosts
1
Latest action
BUY
Latest 30d
—

Price (last 90 days)

2026-05-22 → 2026-09-30 · 165.87 → 265.65 (+60.2%)

Pick history

DateActionConfHost / episodeSummary7d30d90d
2026-09-29 BUY HIGH Rob Black Show
Stocks Little Changed As Traders Watch Yield Moves
Rob called CrowdStrike a must-own growth holding as AI-enabled cyber threats rise, with purchases conditional on attractive entry points rather than chasing highs. [audio] — — —
2026-09-24 WATCH MEDIUM Rob Black Show
Stocks Slide Again As Treasury Yields Push Higher
Reports Wednesday night with analysts expecting incrementally positive results and a $230 price target, up from $190; shares cooled 15% since August 13. [audio] — — —
2026-09-21 WATCH MEDIUM Rob Black Show
Stocks Rise As Oil Prices Ease
CrowdStrike was previewed for further discussion and received a higher analyst price target. [audio] +4.0% — —
2026-09-17 BUY HIGH Rob Black Show
Afternoon podcast 9-17-26
Rob likes CrowdStrike on pullbacks because AI-enabled attacks are increasing security demand. [audio] +5.7% — —
2026-09-15 BUY MEDIUM Rob Black Show
Markets Fall As Losses Accelerate
Rob called cybersecurity a must-own group and said CrowdStrike can be owned on big pullbacks. [audio] +3.1% — —
2026-09-14 BUY HIGH Rob Black Show
Afternoon podcast 9-14-26
Rob recommended CrowdStrike on pullbacks as cybersecurity becomes more important in the AI era. [audio] +5.9% — —
2026-09-14 BUY MEDIUM Rob Black Show
Major Shakeup In Artificial Intelligence Amid Safety Concerns
CrowdStrike was identified as a beneficiary because enterprises need stronger cybersecurity against AI risks. [audio] +5.9% — —
2026-09-11 WATCH MEDIUM Rob Black Show
Big Story Rate Hike Odds Surged
The host says CrowdStrike is one of two stocks that could benefit from AI-powered autonomous threat detection and cyber defense. [audio] +15.0% — —
2026-09-03 MENTIONED LOW Rob Black Show
Afternoon podcast 9-2-26
Also fell sharply despite the broader market rally, part of the high-expectation software selloff. [audio] -2.8% — —
2026-08-31 BUY MEDIUM Rob Black Show
Afternoon podcast 8-31-26
Extended its post-earnings advance to finish as the top-performing stock in the S&P 500 on the day. [audio] -7.7% +15.0% —
2026-08-31 WATCH LOW Rob Black Show
Stocks Fall After Strikes On Iran
CrowdStrike's investor conference kicks off today with CEO George Kurtz, and will feature NVIDIA and Intel executives. [audio] -7.7% +15.0% —
2026-08-27 BUY HIGH Rob Black Show
Afternoon podcast 8-27-26
Rob said names like CrowdStrike show you buy this company, or Palo Alto Networks, or a cybersecurity ETF, because attacks are only going to get worse. [audio] -5.7% +10.6% —
2026-08-27 BUY HIGH Rob Black Show
Nvidia Revenue Outlook Lifts Chip Stocks
Rob said you have to own CrowdStrike, Palo Alto Networks or a cybersecurity ETF, citing 26% revenue growth to $1.47 billion and AI acting as a tailwind rather than a threat to cybersecurity. [audio] -5.7% +10.6% —
2026-08-26 BUY HIGH Rob Black Show
Inflation Remains Elevated
Rob twice said you should own a company like CrowdStrike on pullbacks, citing cybersecurity weakness and Bill Gates' warning about AI-enabled attacks on grids, hospitals and banks. [audio] +7.5% +33.3% —
2026-08-24 WATCH MEDIUM Rob Black Show
Attention Turning To Debt
Reports Wednesday night; stock cooled 15% since August 13th after more than doubling, with analysts raising the target to $230 from $190. [audio] +21.1% +37.7% —
2026-08-18 BUY HIGH Rob Black Show
Trouble In Tech Land
Barclays raised its CrowdStrike price target to $235 from $169 on improving annual recurring revenue, with Rob noting AI is creating a bigger cybersecurity problem. [audio] -12.9% +15.4% —
2026-08-17 BUY HIGH Rob Black Show
Investors Weigh AI Optimism
Wells Fargo and TD Cowen both raised CrowdStrike price targets, and Rob argued AI gives hackers better tools so companies need CrowdStrike; it reports August 26th, the same night as NVIDIA. [audio] -10.9% +12.8% —
2026-08-14 BUY HIGH Rob Black Show
Afternoon podcast 8-14-26
RBC Capital lifted CrowdStrike's price target from $188 to $256 in the same cybersecurity call. [audio] -11.5% -4.7% —
2026-08-12 BUY HIGH Rob Black Show
Tame Inflation Data
Rob said if you don't like Palo Alto you should like CrowdStrike, since AI is a tailwind for both cybersecurity companies even after the software-as-a-service selloff earlier this year. [audio] -9.1% -6.8% —
2026-08-05 BUY HIGH Rob Black Show
Markets Rally To Fresh Records On Earnings Strength
Rob said CrowdStrike is the other cybersecurity name and that you could own one of the two on big dips. [audio] +5.7% +1.5% —
2026-07-28 BUY HIGH Rob Black Show
Dow Rises But Semiconductors Slide
Loop Capital started CrowdStrike at a buy with a $230 price target, citing its next generation AI security platform. [audio] +16.2% +25.4% —
2026-07-14 BUY MEDIUM Rob Black Show
Afternoon podcast 7-14-26
CrowdStrike is mentioned as benefiting from cybersecurity concerns and up 7-10%. [audio] -9.3% +7.0% —
2026-07-14 BUY HIGH Rob Black Show
June Inflation Data Came In Weaker Than Expected
CrowdStrike, ticker symbol CRWD, is up 8.4% as cybersecurity stocks rally. [audio] -9.3% +7.0% —
2026-06-04 WATCH MEDIUM Rob Black Show
Afternoon podcast 6-4-26
Host says CrowdStrike needs one more quarter, then it goes higher; liked their earnings. [audio] -3.8% +7.9% +13.2%
2026-06-04 MENTIONED MEDIUM Rob Black Show
Broadcom Problems
CrowdStrike had a beat and raise quarter; business remains strong but market's tolerance for merely solid execution has narrowed. [audio] -3.8% +7.9% +13.2%
2026-06-03 MENTIONED MEDIUM Rob Black Show
Afternoon podcast 6-3-26
CrowdStrike's stock dropped 9% on earnings news. [audio] -13.4% +3.8% +15.1%
2026-06-03 SELL MEDIUM Rob Black Show
Markets Fall As Oil Prices Creep Higher
Host explicitly states they are 'too chicken to own' CrowdStrike alongside Palo Alto Networks due to AI-related cyber security concerns. [audio] -13.4% +3.8% +15.1%
2026-06-01 BUY HIGH Rob Black Show
Afternoon podcast 6-1-26
Received a price raise; noted as rising due to renewed interest in security stocks. [audio] -15.8% -1.2% +11.7%
2026-06-01 MENTIONED LOW Rob Black Show
Oil Jumps
Mentioned as reporting on Wednesday alongside Palo Alto Networks. [audio] -15.8% -1.2% +11.7%
2026-05-27 SELL MEDIUM Rob Black Show
Afternoon podcast 5-27-26
Host mentions CrowdStrike was pulled down by Zscaler's performance earlier in the morning. [audio] +15.8% +8.6% +14.9%
2026-05-27 MENTIONED MEDIUM Rob Black Show
Hopes Of Easing Iran Tensions
Host mentions CrowdStrike is down 4.2% as Zscaler's stock drops. [audio] +15.8% +8.6% +14.9%
2026-05-18 BUY MEDIUM Rob Black Show
Big Week With Nvidia Earnings
Host mentions KeyBank increased CrowdStrike price target to $700 from $525 due to AI driving spending on security systems. [audio] +7.2% +10.4% +40.2%
2026-05-14 MENTIONED LOW Rob Black Show
Stocks Rise Led By Tech Investments
Host mentions CrowdStrike as a cybersecurity firm that received an advanced copy of AI security tools. [audio] +11.8% +17.7% +53.0%
2026-05-12 MENTIONED MEDIUM Rob Black Show
Afternoon podcast 5-12-26
CrowdStrike is mentioned as a company given early access to Anthropic's Mythos model for security testing. [audio] +12.9% +26.6% +64.9%
2026-05-07 BUY HIGH Rob Black Show
Oil Continues Pullback
Stock is higher following positive news. [audio] +14.7% +32.7% +66.0%