Some quarters validate a thesis, and others rewrite it entirely. CrowdStrike (CRWD) just delivered the latter.

The 15-year-old cybersecurity goliath reported first-quarter fiscal 2027 results on June 3 that beat expectations across every guided metric, raised full-year guidance meaningfully, and announced a four-for-one stock split — all in the same evening.

Goldman Sachs responded by raising its price target in a note shared with TheStreet, maintaining its Buy rating. CRWD is up 43.15% year-to-date, according to Yahoo Finance.

In Q1, the worlds of cybersecurity and frontier AI collided: this was the Mythos moment,”

said CrowdStrike founder and CEO George Kurtz. “CrowdStrike is an AI security infrastructure, critical to…