13 Best Technology Stocks to Buy for Long-Term Investment

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8. Crowdstrike Holdings Inc. (NASDAQ:CRWD)

3-Year Revenue CAGR: 39.65%

Number of Hedge Fund Holders: 77

Crowdstrike Holdings Inc. (NASDAQ:CRWD) offers cybersecurity solutions through its unified platform that provides cloud-delivered protection of endpoints, cloud workloads, identity, and data through a SaaS subscription-based model. It primarily sells subscriptions to its Falcon platform and cloud modules.

The company’s Next-Gen SIEM (Security Information and Event Management) segment grew by 115% year-over-year and reached more than $330 million in ending ARR in FY2025. The Next-Gen SIEM is a component of the integrated Falcon platform and offers superior speed, scalability, and cost efficiency as compared to traditional SIEM solutions. CrowdStrike believes that the combination of its Next-Gen SIEM with its native first-party data and the AI-powered capabilities of its GenAI security analyst, called Charlotte AI, provides an advantage in leading the AI security revolution.

A notable 7-figure win in this segment during FQ4 2025 was a major US airline that chose CrowdStrike’s Next-Gen SIEM to replace its legacy QRadar SIEM. The price target on CrowdStrike was raised to $500 from $400 with an Outperform rating by Citizens JMP analyst Trevor Walsh on May 5. Walsh believes that Crowdstrike Holdings Inc. (NASDAQ:CRWD) is continuing its momentum in core and new markets.

Aristotle Atlantic Large Cap Growth Strategy is positive on the company and 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.”

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