10 AI Stocks Making Moves on Wall Street

8. CrowdStrike Holdings, Inc. (NASDAQ:CRWD)

Number of Hedge Fund Holders: 66

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the 10 AI Stocks Making Moves on Wall Street. On November 18, Stifel raised its price target on the stock to $600 from $515 while maintaining a “Buy” rating. The rating affirmation comes ahead of the company’s fiscal third-quarter earnings report scheduled for December 2.

The firm maintains a Buy on Crowdstrike based on improving VAR trends, stronger FY26/27 growth expectations, and rising adoption of AI Security modules.

Stifel noted that it has surveyed 25 Crowdstrike’s value-added resellers (VARs) regarding quarterly results and expectations for the year. Overall, the results demonstrated modest sequential improvements in quarterly year-over-year growth rates in contrast to the previous survey.

“In general, the survey saw modest improvements sequentially, with quarterly Y/Y growth rates improving vs. last quarter’s survey. Encouragingly, there was a slight increase in VARs outperforming expectations and a slight decrease in VARs underperforming expectations.”

The firm also said that it anticipates a “solid” quarter when CrowdStrike reports fiscal Q3 earnings.

“Looking ahead, VARs are generally more bullish on FY26 growth expectations (by over a 5:1 ratio) and most VARs expect to grow between 10%–30% Y/Y in FY27. Additionally, a plurality of VARs expect CrowdStrike’s AI Security modules to see the highest level of adoption among CrowdStrike’s growing portfolio over the next three years. Turning to Flex, traction remains encouraging with a growing percentage of VARs 1. selling Flex deals, 2. seeing better-than-expected Flex consumption, 3. seeing customers Re-Flex, and 4. expecting a majority of customers to Re-Flex over time.”

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is a leader in AI-driven endpoint and cloud workload protection.