CrowdStrike (CRWD) Stock Expands Intel and IBM Partnerships to Strengthen AI Security

TLDR

• CrowdStrike expanded its multi-year partnership with Intel to optimize the Falcon platform for AI PCs.
• The Intel deal uses on-device AI across CPUs, GPUs, and NPUs for threat detection and data protection.
• CrowdStrike also extended its deal with IBM, integrating Charlotte AI with IBM’s ATOM engine for autonomous SOC operations.
• The IBM partnership includes Falcon being folded into IBM Consulting’s managed Threat Detection and Response services.
• Both announcements were made at RSA 2026. CRWD has a Strong Buy consensus with an average price target of $484.33.

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CrowdStrike made two partnership announcements at RSA 2026 this week, expanding its ties with Intel and IBM as it pushes deeper into AI-powered security.

NEWS: $CRWD CrowdStrike announced a strategic collaboration with $INTC Intel to secure the next generation of AI PCs.

By combining the Falcon platform’s capabilities with Intel’s on-device AI acceleration across CPUs, GPUs, and NPUs, the collaboration brings real-time threat… pic.twitter.com/dmYg3zeNgD

— ImNotHarsh | 📈💸 (@imnotharsh) March 26, 2026

The cybersecurity company said it extended its multi-year collaboration with Intel to optimize its Falcon platform for Intel-powered AI PCs. The move is a direct response to the growing use of AI assistants that process sensitive data directly on devices.

The Falcon platform will now combine CrowdStrike’s adversary intelligence with Intel’s NPUs and Intel Threat Detection Technology. That combination is designed to identify threats using silicon-level telemetry alongside Falcon’s endpoint, identity, and cloud signals.

CrowdStrike Holdings, Inc., CRWD

Intel vPro adds hardware-assisted recovery to the mix, letting IT teams restore and secure systems even when operating systems are unavailable. CrowdStrike’s chief business officer Daniel Bernard said security now has to “operate where those interactions happen” as AI moves onto the endpoint.

Falcon Data Security will also discover, classify, and enforce policies to stop data exposure as employees use AI assistants, browsers, and local applications. Intel’s Jen Larson said the goal is real-time security “without compromising performance or user experience.”

Charlotte AI Meets IBM’s ATOM

On the IBM side, CrowdStrike is integrating its Charlotte AI platform with IBM’s Autonomous Threat Operations Machine, known as ATOM. ATOM is IBM’s autonomous SOC orchestration engine, and the integration is aimed at enabling machine-speed investigation and containment.

The Falcon platform will also be folded into IBM Consulting’s managed Threat Detection and Response services. That includes access to IBM’s global X-Force Cyber Range, which runs cyber crisis simulations to help enterprises prepare for emerging threats.

The combined setup brings together the SOC, IBM ATOM, and Charlotte AI to assess detections across endpoint, identity, and cloud environments. It’s a broad integration, not a narrow technical add-on.

More at RSA 2026

CrowdStrike used RSA 2026 to announce several other moves. The company launched Charlotte AI AgentWorks, a no-code platform for building custom AI security agents, with partners including Accenture, AWS, and NVIDIA.

It also launched Agentic MDR, an AI-powered managed detection and response service built to automate security workflows against AI-enabled adversaries. New Falcon Cloud Security features were also unveiled, including Application Explorer and Timeline Explorer for cloud risk prioritization.

CrowdStrike extended its Falcon Flex licensing model to cover security services, giving organizations access to threat hunting and incident response through a flexible service hours pool.

CRWD stock is down about 18% in 2026. Analysts have pointed to macro headwinds and concerns about generative AI tools disrupting traditional software companies, including a reaction to Anthropic’s Claude Code Security launch.

Wall Street still leans bullish. With 27 Buy ratings and 9 Holds, CRWD holds a Strong Buy consensus. The average analyst price target sits at $484.33, implying roughly 25% upside from current levels.

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