Added to YB: 2025-06-06
Pitch date: 2025-06-04
CRWD [neutral]
CrowdStrike Holdings, Inc.
-13.78%
current return
Author Info
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Company Info
CrowdStrike Holdings, Inc. provides cybersecurity solutions in the United States and internationally.
Market Cap
$108.6B
Pitch Price
$462.32
Price Target
N/A
Dividend
N/A
EV/EBITDA
-16.0K
P/E
-658.74
EV/Sales
21.66
Sector
Software
Category
growth
Show full summary:
CrowdStrike 1QFY25 Earnings: The Platform Paradox
CRWD (earnings update): Falcon Flex driving 6x YoY growth to $3.2B deal value, 39 customers consuming 36-month contracts in 5 months. Despite $110M GAAP loss from July outage, $279M FCF (30.9% margin ex-outage). Regulatory risk from DOJ/SEC inquiries, but strong competitive position with all-time high win rates. $10B ARR target by 2031.
Read full article (5 min)