Why Jim Cramer sees CrowdStrike as a buy despite its incredible comeback rally
- ID
- 18669
- Status
- summarized
- Published
- 28 Aug 2026, 12:32 AM
- Fetched
- 28 Aug 2026, 12:48 AM
- Provider
- CNBC Technology
- Category
- technology
- Original URL
- https://www.cnbc.com/2026/08/27/why-jim-cramer-sees-crowdstrike-as-a-buy-despite-its-incredible-comeback-rally.html
- Source URL
- https://www.cnbc.com/id/19854910/device/rss/rss.html
Summary
- Score
- 2.0
- Created
- 28 Aug 2026, 12:51 AM
- Tags
- Audience
- saas_founders
What happened
Jim Cramer recommended buying CrowdStrike stock after the company posted fiscal Q2 2027 results: $333M net-new annual recurring revenue (up 51% YoY, $45M above guidance high end) and a 17% rally putting shares near their all-time high of $227. Cramer cited AI-driven cybersecurity demand as the growth driver and raised his price target to $230.
Why it matters
This is a stock-pick segment with no actionable technical, product, or operational takeaway for builders. The only concrete signal is that enterprise cybersecurity spend tied to AI adoption is accelerating, which may inform SaaS founders selling into security-adjacent markets, but the article provides no detail on what CrowdStrike's AI features actually do or how the landscape is shifting.
Discussion angle
Skip this in the weekly segment unless pivoting to a broader discussion on whether AI-driven security spending is creating opportunities for new entrants or just consolidating around incumbents like CrowdStrike.