Wall Street’s interest in global cybersecurity company ‘CrowdStrike’ is increasing. As the importanc..
https://www.mk.co.kr/en/stock/11929438
Publish Date: 2026-01-11 03:25:00
Source Domain: www.mk.co.kr
Using an unordered list, summarize the following article with between 4 and 8 key points.
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Wall Street’s interest in global cybersecurity company ‘CrowdStrike’ is increasing. As the importance of security is growing due to the spread of artificial intelligence (AI) and cloud, it is analyzed that security solutions combined with AI will be key growth engines in the future.
According to the New York Exchange on the 11th, CrowdStrike shares closed at $470.61 on the 9th (local time), up 1.45% from the previous trading day. The stock price fell after announcing the previous day that it would acquire identity security startup SGNL for about $740 million (1.72 trillion won), but it immediately turned upward. This is a 34.9% increase compared to a year ago ($348.84 on January 10, 2025).
CrowdStrike is a global cybersecurity company that provides cloud-based security services. It was founded in 2011 by George Kurtz, former chief technology officer (CTO) of McAfee, a famous security company.
The main product is Falcon, a cloud security platform. It is evaluated as an optimized security solution in the cloud era as a cloud-based subscription type (SaaS) rather than an installation type. It is rapidly increasing its customer base and sales per customer by introducing “Falcon Flex” that allows customers to freely add or subtract various security modules (vaccines, real-time monitoring, log analysis, etc.) to their taste. A majority of Fortune 500 companies, including big tech companies such as Google and Amazon, financial companies such as JPMorgan and airlines such as Delta Air Lines, use the company’s services.
In particular, Charlotte AI, which combines AI and security, is a key driver of growth. It is evaluated that it has drastically reduced the working hours of security experts by instantly summarizing complex intrusion incidents that security personnel had to analyze for hours manually and suggesting countermeasures.
“CrowdStrike is a key platform that enables a safe AI transition,” CEO Kurtz said in a conference call last month. “The single platform strategy and Falcon Flex subscription model are promoting customers’ integration of security solutions and establishing themselves as an operating system (OS) for cybersecurity.” He stressed, “The annual recurring sales (ARR) growth rate has accelerated again not only in endpoint security but also in cloud security and next-generation identity security.”
In particular, based on the acquisition of SGNL, it has further increased its response to cyberattacks using AI. Identification information is a major target for hackers as an automated attack through AI. SGNL is a start-up based in Palo Alto, USA, which received $30 million in investments from Cisco Investments and Microsoft Venture Funds in February this year.
CEO Kurtz said of the acquisition, “It’s an opportunity for our customers to protect themselves and an opportunity for us to change the game in the identity security market.”
Its performance is also continuously growing. Sales in the third quarter of fiscal 2026 (August-October 2025) announced last month rose 22% year-on-year to $1.23 billion (about 1.77 trillion won). EPS was 96 cents, up from 76 cents a year earlier.
Thanks to this potential, Dan Ives of Wedbush Securities, one of the leading tech analysts on Wall Street in the U.S., cited CrowdStrike as the five key beneficiaries of the 2026 AI revolution along with Microsoft, Apple, Tesla, and Falantier. Since the earnings announcement last month, major global investment banks have been raising their target stock prices all at once. Citigroup raised its price target from $575 to $595 based on ARR growth and scalability.
[Reporter Oh Dae-seok]
