CrowdStrike's Falcon platform is one of the cybersecurity industry's best all-in-one solutions for enterprises. The company recently executed a 4-for-1 stock split to make its shares more affordable for retail investors and its employees.

An Evercore analyst notes that infrastructure software stocks have vastly outperformed application names. But there's still hope for companies like Salesforce.

CrowdStrike's Falcon Flex adoption is strengthening recurring revenue growth, but premium valuation and slowing sales growth warrant a cautious approach.

Shares of major cybersecurity names are rallying in Monday's midday session.

CrowdStrike stock is up some 66% year to date. It had a 4-for-1 split on July 2.

CrowdStrike (CRWD) reported earnings 30 days ago. What's next for the stock?

CrowdStrike's first-ever stock split took effect Thursday, taking shares from about $770 to about $193. Fiscal first-quarter revenue rose 26% year over year -- an acceleration from 23% growth in the prior quarter.

CrowdStrike Holdings Inc (NASDAQ:CRWD) shares are edging higher Thursday afternoon as traders continue to reward large-cap cybersecurity names, despite a risk-off tape. The Nasdaq is down 1.9% while the S&P 500 has shed 0.5%.

The CrowdStrike (NASDAQ: CRWD) stock price chart might appear frightening at face value, given that, as of press time on July 2, it shows a staggering 74.69% decline from $763.14 to $193.18, but the move resulted from a deliberate action by the company.

CrowdStrike stock (NASDAQ: CRWD) looked like it had fallen off a cliff on Thursday, with the stock moving from roughly $773 at Wednesday's close to about $193 on split-adjusted screens. The scary-looking drop was not a selloff, but a company's scheduled 4-for-1 stock split taking effect.