What podcasters are saying about CrowdStrike Holdings (CRWD)

Summary

In the past 30 days, 3 speakers on 3 finance podcasts discussed CrowdStrike Holdings (CRWD) in 5 views. Going by each speaker's latest call, 3 are bullish. Chorus has followed CrowdStrike Holdings since October 22, 2026.

Who talks about it most

• Josh Brown · 3
• Jim Cramer · 1
• Bill Baruch · 1

The latest views

Newest first. Every quote is checked against the episode's transcript.

• Jim Cramer · CNBCBullish

  CrowdStrike is not guilty by association; its full product suite makes it a buy after the sell-off.

  Cramer argues CrowdStrike offers a full suite of products and advice that makes it a mainstay of the industry, so customers consolidating cyber spending gravitate to it. He says that is what is happening in the real world and what the charitable trust is doing. He calls the stock's roughly 2% drop an unfair guilt-by-association move from Fortinet's weak quarter, and says the stock should be bought.

  “Not only are Palo Alto and CrowdStrike not guilty by association, but [...] That's exactly what we're doing in the charitable trust.”at 45:46

  Mad Money with Jim Cramer: Mad Money w/ Jim Cramer 10/29/26 · October 29, 2026

• Bill Baruch · Blue Line CapitalBullish

  CrowdStrike and cybersecurity will keep doing very well; need for cybersecurity will grow.

  Baruch trimmed CrowdStrike because it had grown to nearly a 4% position and is a more volatile name, so the trim is about sizing. He says he loves the company and the trajectory of need for cybersecurity, and expects that need to grow. He thinks CrowdStrike and cybersecurity will continue to do very well. The trim is framed as creating flexibility into the Fed and midterms.

  “I think CrowdStrike and cybersecurity are gonna continue to do very well... We love the trajectory of the need for cybersecurity. We only think that's going to grow.”at 39:05

  CNBC Halftime Report: Countdown to the Fed Decision 10/28/26 · October 28, 2026

• Josh Brown · Ritholtz Wealth ManagementBullish

  CrowdStrike has a credible plan to reach $10B ARR early and potentially $20B later.

  He spoke with CrowdStrike's CEO, who laid out a credible plan to reach $10B in ARR a year earlier than expected, in 2030, and potentially $20B by the middle of the next decade. He says the path needs little complex reasoning: growth in AI and agentic activity, plus the safety and security work that will be needed, drives demand. He thinks people underestimate how well cybersecurity names are positioned for the next five to ten years.

  “They have just laid out a credible plan where they get to 10,000,000,000 in ARR one year earlier than expected in 2030 and potentially $20,000,000,000 in ARR by the middle of the next decade.”at 11:04

  CNBC Halftime Report: The AI Correction, Tech Earnings and the Rally 10/27/26 · October 27, 2026

• Josh Brown · Ritholtz Wealth ManagementBullish

  AI is a decades-long age, not a trade; CrowdStrike's products have years to run.

  Brown argues the AI shift is a multi-decade era, not a short-term trade to be timed by quarterly results. He says products CrowdStrike built three years ago are only now blossoming and could have years to run in penetrating their total addressable market. He says the valuation is high because growth is high, and that long-term institutional holders are betting on CrowdStrike as a central platform for the age of AI rather than a quarter-to-quarter AI trade.

  “AI is not a trade, it's an age. We're in the age of AI, which like is decades, right?”at 31:39

  The Compound and Friends: How CrowdStrike Could Double ARR by 2030 with George Kurtz · October 26, 2026

• Josh Brown · Ritholtz Wealth ManagementBullish

  CrowdStrike is the best stock in the world; AI spending will require more cybersecurity.

  Josh has been consistent for six years that CrowdStrike is the best stock in the world. He cannot imagine trillions of dollars of AI spending not being matched by stronger and stronger use of cybersecurity. He backs his bullish view on the Mizuho outperform rating and the target raise.

  “I think it's the best stock in the world. ... I can't imagine all of this trillions and trillions of dollars in AI spend not being accompanied with stronger and stronger and stronger use of cybersecurity.”at 29:21

  CNBC Halftime Report: The AI Race Deepens as Access to Capital Shrinks: Your Next Move 10/22/26 · October 22, 2026