BofA Report: CrowdStrike Shifts Focus to AI Security at Fal.Con 2026

Bank of America Securities released a report on the CrowdStrike Fal.Con 2026 conference, noting record attendance of 10,000. CrowdStrike introduced new AI security products including Falcon Guardian, SafeMind, Superintelligence Lab, and Agentic Identity. The company accelerated its long-term ARR targets, aiming for $10 billion by FY30 and $20 billion by FY35. The FY28 nnARR growth forecast was raised to over 20%. CrowdStrike positions AI as the new security battlefield, leveraging its runtime capabilities to lead in the 'agentic era.' Falcon Flex remains a