11 Best Performing Cybersecurity Stocks So Far in 2025

3. Crowdstrike Holdings Inc. (NASDAQ:CRWD)

Year-to-Date performance as of April 25: 20.09%

Number of Hedge Fund Holders: 74

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) specializes in cybersecurity solutions, including identity management, threat intelligence, and detection. The company sets itself apart from competitors with its cloud-based Falcon extended detection and response (XDR) platform, which integrates several protection categories (endpoint, cloud workloads, threat intelligence, identity security, and more) into a single ecosystem.

On April 1, Stephens began coverage of CrowdStrike Holdings, Inc. (NASDAQ:CRWD) with an Overweight rating and a $450 price target. Analysts at the firm noted the cybersecurity company’s transition from a leading supplier of modern endpoint security solutions to one of the largest cybersecurity platform providers, noting the company’s scale as a competitive advantage.

According to CrowdStrike’s latest reports, the company’s total revenues increased 25% year-over-year in the fourth quarter of fiscal 2025. Notably, CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is seeing hyper-growth in categories such as next-generation Security Information and Event Management (SIEM), identity security, and cloud security, with total category ARR growing by 50% from fiscal 2024.

Aristotle Atlantic Large Cap Growth Strategy stated the following regarding CrowdStrike Holdings, Inc. (NASDAQ:CRWD) in its Q1 2025 investor letter:

“CrowdStrike Holdings, Inc. (NASDAQ:CRWD) provides cybersecurity products and services that offer endpoint protection and threat intelligence solutions, enabling customers to prevent damage from targeted attacks, detect advanced malware and search all endpoints. The company’s open cloud architecture enables it and third-party partners to rapidly innovate, build and deploy new cloud modules that can provide customers with enhanced functionality across a myriad of use cases.

We see the cloud cybersecurity market as positioned to experience strong growth over the next few years, driven by continued migration from on-premises to cloud-based architecture. We believe CrowdStrike can benefit from this trend due to its early-mover advantage, multiple product offerings and native integrations with leading cloud platforms. The increasing threats from state-sanctioned cybercriminals using high-performance computing and AI necessitate higher spending on advanced cybersecurity products. The total addressable market (TAM) is projected to grow significantly over the next four calendar years. Additionally, CrowdStrike’s cloud-native architecture and unified platform approach provide competitive advantages, resulting in high customer retention and widespread adoption of multiple modules.”