Anthropic released 11 new plug-ins for its Claude Cowork AI tool at the end of January sparking a massive sell-off in SaaS stocks.
It's reminiscent of the market's 2025 reaction to DeepSeek, a Chinese start-up that seemed like it could deliver the same AI capabilities with a fraction of the hardware requirements. This "DeepSeek M
CrowdStrike Holdings (CRWD) closed at $413.61 in the latest trading session, marking a +1.37% move from the prior day.
J.P. Morgan says fears of an AI-driven software wipeout are overblown and highlights 19 stocks—from Microsoft to CrowdStrike—it believes are positioned to rebound.
CrowdStrike has corrected ~27% since November, creating a compelling entry point as fundamentals remain robust and valuations have compressed. Growth momentum has reaccelerated, with Q3 net new ARR up
Expect volatility to stay, says Adam Coons. He makes the case that policy to come will continue to build on uncertainty and lead to a stock picker's market.
CrowdStrike is upgraded to "Buy" after a 30% drawdown amid sector-wide software weakness. CRWD's robust fundamentals include 22% YoY revenue growth, record free cash flow, and strong ARR acceleration

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SentinelOne has lost nearly half of its value over the past year, pricing it at a steep discount to its peer group. CrowdStrike has recovered since an infamous 2024 outage.
Agentic AI has caused quite the panic in some of the software names out there. Undoubtedly, some software companies are definitely vulnerable as AI agents look to become more capable.
AUSTIN, Texas--(BUSINESS WIRE)--CrowdStrike (NASDAQ: CRWD) today announced it is the only vendor named a Customers' Choice in the 2025 Gartner Peer Insights™ ‘Voice of the Customer' for External A
An explanation of why software stocks - especially SaaS - are being structurally disrupted by AI, and how investors can identify survivors.
The software sector is currently weathering a violent storm, characterized by a rapid sell-off that some are calling a “SaaSapocalypse.” The panic intensified this week as AI startup “Anthropic�
CrowdStrike (NASDAQ: CRWD - Get Free Report) CFO Burt Podbere sold 7,871 shares of the firm's stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $415.78, for
Fortinet (FTNT) reported impressive Q4 2025 results, with its stock rising sharply as investors celebrated accelerated billings and a promising full-year outloo
The Software-as-a-Service (SaaS) sector has dropped 30% in the last 90 days and is still gushing blood.
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