
CrowdStrike Holdings Inc. (NASDAQ: CRWD) is one of the best-performing technology stocks of 2025, with shares up 50% year-to-date. That rally reflects renewed investor confidence in its Falcon platform, which is a true comeback story following the high-profile service outage in 2024.
The total addressable market (TAM) for cybersecurity solutions is expected to exceed $500 billion by 2030. This means many companies are looking for their share of the pie. Cloudflare Inc. (NYSE: NET) is one of those names. In fact, NET stock is up 80% this year, a full 30 percentage points ahead of CrowdStrike.