CRWD stock has been on a solid rally year-to-date. However, the earnings report made it slip, even though plenty of good news was in the numbers. Guidance is mostly what caused the bearishness. In the past few months,

CrowdStrike’s revenue outlook comes up short, but the company sees big opportunity ahead as it takes advantage of AI and gets customers to embrace more of its portfolio.

Strategists at Evercore say just under 15% of large companies globally have adopted AI, and that the total should reach 25% by 2026.