I’m not the only one sounding the alarm…
Three Nobel Prize winners have connected the dots too. They know, as I do, this coming convergence could trigger a once-in-a-generation wealth shift.
A transfer of wealth the likes of which we’ve not seen in our lifetime.
That’s because, for the first time in 250 years, we’re seeing the simultaneous intersection of three immense forces again:
A new political model.
A new economic treatise.
A new technological revolution.
As these forces collide, we’re going to be thrust into an entirely new epoch… one in which the old rules of wealth building do not apply.
And unless you know how to navigate it… you are almost certainly at risk of not just losing money but of losing out on what could be one of the greatest periods of wealth-building in decades.
Which side you’re on could depend on what you do next.
Because for those who understand what’s unfolding, this could be one of the greatest wealth-building phenomena of their lives… but for those who bury their head in the sand… they will be left behind.
Here’s the full story for you.
Do not miss it.
Good investing,
Porter Stansberry
CRWD Stock: Buy the Dip or Beware the Valuation?
Author: Chris Markoch. Publication Date: 2/18/2026.
Key Points
- CrowdStrike continues to deliver strong ARR growth and platform adoption despite lingering concerns following its 2024 outage.
- Investors remain divided as premium valuation and rising competition from Microsoft and Palo Alto challenge the bull case.
- With earnings approaching, CRWD stock may stay volatile as markets look for proof that growth can justify its price.
- Special Report: [Sponsorship-Ad-6-Format3]
Is the worst over for CrowdStrike Holdings Inc. (NASDAQ: CRWD)? That may be what some investors hoped when CRWD stock climbed 4.4% in the five trading days ending Feb. 13. The shares are still about 8% lower year-to-date in 2026, and the setup for the company's March 3 earnings report is coming into focus.
Investors will be weighing two competing forces. On one hand, CrowdStrike continues to grow annual recurring revenue (ARR) as it adds customers to its Falcon platform, with many clients adopting multiple modules. Those trends support a higher stock price. On the other hand, after a strong run following the well-publicized July 2025 outage, CRWD shares now trade at a premium that may already reflect near-perfect execution.
Buy this stock tomorrow? (Ad)
Not a Single "Mag 7" on This Legendary Investors List
A renowned former hedge fund manager – friends to some of the biggest investors in the world – just released a new list of his favorite AI stocks... and not a single Magnificent 7 name made the cut. Instead, an AI stock you've likely never heard of just flagged as "near-perfect" in his new investing scoring system.
Many hoped a strong fiscal Q3 2026 report would justify that valuation, but the market response has been muted so far. The question is whether the upcoming report will be different.
Understanding CrowdStrike's Post-Outage Recovery
It may feel repetitive to revisit the July 2025 outage that affected CrowdStrike's enterprise clients, but the company's response matters as much as the event. CrowdStrike offered customers access to certain Falcon modules at no cost as a goodwill measure, which helped limit churn and, importantly, contributed to customer growth.
Since the trough of the post-outage sell-off, CRWD has gained more than 95%. That rally has created tension: investors who believe in cybersecurity's long-term story may worry that current valuations leave little room for error.
Is CrowdStrike's Growth Fully Priced In?
Countering the "outage fatigue" narrative is a real trend: many organizations are consolidating vendors to manage IT budgets more tightly. That favors CrowdStrike's Falcon platform, which uses an AI-driven hub-and-spoke approach to provide a unified solution for endpoint, identity, and cloud security.
Competition, however, is intensifying. Palo Alto Networks Inc. (NASDAQ: PANW) and SentinelOne Inc. (NYSE: S) have pursued platform strategies, and large players like Microsoft Corp. (NASDAQ: MSFT) offer their own cross-platform security suites.
The counterpoint is that CrowdStrike appears to be holding its ground. In its most recent quarter, the company said 49% of customers use six or more of Falcon's 32 modules, and churn remained low. ARR rose 23% year over year to $4.92 billion, underscoring continued platform adoption and expansion.
Analysts Remain Cautiously Bullish
The overall analyst sentiment for CrowdStrike is bullish. CrowdStrike analyst forecasts on MarketBeat show 50 analysts rate CRWD a consensus Moderate Buy, with an average price target of $551.13 — roughly 29% above the current share price.
That said, several analysts trimmed targets in February, and a few cuts put price targets well below the consensus. Broader weakness in software stocks likely contributed to those reductions, adding another layer of concern for bulls heading into earnings.
CRWD Stock Continues to Seek Direction Before Earnings
There are mixed technical signals. Bulls jumped in after CRWD flashed an oversold signal in February, suggesting institutional buyers might be seeking a floor. But the stock also recently displayed a death cross, with the 50-day simple moving average (SMA) crossing below the 200-day SMA.
Momentum has favored sellers since the sell-off began. The MACD has struggled to regain traction, and the bulls have yet to reclaim the 50-day SMA since the slide started in November. Add in the current ambivalence toward technology stocks, and it's reasonable to expect CRWD shares to remain choppy ahead of the earnings report.
Will Proving It Be Enough?
It's tempting to label the upcoming report a prove-it moment. But one quarter is unlikely to settle valuation concerns or broader sector sentiment. For long-term holders, the key takeaways will be evidence of continued platform consolidation and sustained ARR growth.
If CrowdStrike delivers on those fronts, selective accumulation on weakness could make sense — while accepting that volatility is the cost of owning a category leader.
After a Brutal Selloff, Are These 3 SaaS Giants About to Bounce?
Authored by Sam Quirke. Originally Published: 2/27/2026.
Key Points
- HubSpot is down over 60% despite decent revenue growth, but its RSI is starting to move out of extreme lows while analysts are targeting major upside.
- Salesforce has fallen about 40%, but strong earnings and similarly bullish price targets suggest rebound potential if support holds.
- Okta is down roughly 40% ahead of earnings, yet analysts still see significant upside if confidence returns.
- Special Report: [Sponsorship-Ad-6-Format3]
Wall Street's so-called "SaaSpocalypse", that is, the sharp drop across traditional software companies in recent weeks, was driven by a single dominant fear: that artificial intelligence (AI) will automate away the very functions of these software firms. If AI can enable customers to handle tasks such as marketing workflows, customer relationship management, and identity verification autonomously, why would they continue to pay premium subscription fees to companies that provide software-as-a-service (SaaS)?
That logic has triggered heavy selling across the sector this quarter, but the reality is more nuanced. These platforms are not static tools waiting to be replaced; they are deeply embedded systems that are increasingly integrating AI capabilities rather than competing with them.
Buy this stock tomorrow? (Ad)
Not a Single "Mag 7" on This Legendary Investors List
A renowned former hedge fund manager – friends to some of the biggest investors in the world – just released a new list of his favorite AI stocks... and not a single Magnificent 7 name made the cut. Instead, an AI stock you've likely never heard of just flagged as "near-perfect" in his new investing scoring system.
With sentiment thoroughly washed out and several names sitting near multi-year lows, the risk-reward profiles of a handful of companies in this space are beginning to look attractive. Here are three to watch.
HubSpot: Oversold, But Quietly Stabilizing
Down more than 60% over the last year, HubSpot Inc (NYSE: HUBS) has experienced one of the steepest drawdowns among large-cap SaaS names. Its shares reached a fresh low immediately after earnings in mid-February despite once again beating expectations on the headline numbers — a reaction that underscores how fragile sentiment has become.
Since then, HubSpot shares have avoided a new low, and the relative strength index (RSI) has begun to move out of extremely oversold territory.
That combination often signals that selling pressure is exhausting itself and that a base may be forming.
Fundamentally, the business still looks healthy. Revenue is growing at roughly 20% year-over-year, retention remains solid, and customer stickiness is intact.
Management has also authorized a fresh share repurchase program, a clear signal that leadership views the stock as materially undervalued. Analyst support reinforces that view: Citigroup, UBS Group, and RBC have all reiterated Buy ratings in recent weeks, with Citigroup's $640 price target implying more than 150% upside from current levels.
Salesforce: Sentiment Bruised, But Not Broken
Salesforce Inc (NYSE: CRM) was also swept up in the downdraft. Shares are down over 40% from last year's high, pressured by concerns that AI could compress CRM functionality and by broader risk-off sentiment across the enterprise software space.
The latest earnings report, released after the bell on Feb. 25, did little to calm nerves. The company beat non-GAAP EPS expectations and delivered revenue roughly in line with estimates, but its near-term guidance was soft.
Even so, the stock traded higher the day after earnings, and a rebound could gain traction if shares remain above $175, which has become a key support level. As long as that level holds, the technical setup looks more like potential consolidation than collapse. Analyst conviction has not evaporated—if anything, it's strengthened: Wedbush this week reiterated its bullish stance and set a $375 price target.
That target implies nearly 100% upside from current levels. If CRM can find its footing above the recent low, the drop may be viewed as a buy-the-dip opportunity rather than a lasting structural warning.
Okta: High Risk, High Reward Ahead of Earnings
Of the three, Okta Inc (NASDAQ: OKTA) carries the most near-term uncertainty. Its shares have essentially flatlined since summer 2022 and remain well below post-pandemic highs. More recently, the stock is down roughly 40% from last summer's peak, reflecting skepticism about the durability of growth and intensifying competitive pressures.
Okta's March 4 earnings report will be pivotal. Investors will be watching closely, especially after Salesforce's softer forward guidance. While Okta's shares have been attempting to form a low in recent sessions, a disappointing report could extend the malaise and validate the market's caution.
That said, analyst optimism persists. Truist Financial recently reiterated its Buy rating with a price target near $115, implying roughly 60% upside from current levels. The risk-reward here is more nuanced than with the other two names.
Okta needs the upcoming report to show that the worst-case scenario is not materializing, that AI fears have been overstated, and that market skepticism has gone too far. If it can demonstrate stability and resilience, the snapback potential could be meaningful. If not, investors' patience will be tested further.
This email communication is a sponsored message from Porter & Company, a third-party advertiser of MarketBeat. Why did I receive this email?.
If you have questions or concerns about your account, feel free to email MarketBeat's South Dakota based support team at contact@marketbeat.com.
If you would no longer like to receive promotional emails from MarketBeat advertisers, you can unsubscribe or manage your mailing preferences here.
Copyright 2006-2026 MarketBeat Media, LLC. All rights reserved.
345 North Reid Place #620, Sioux Falls, S.D. 57103-7078. USA..
Post a Comment
Post a Comment