Added to YB: 2025-06-06
Pitch date: 2025-06-04
CRWD [neutral]
CrowdStrike Holdings, Inc.
+40.21%
current return
Author Info
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Company Info
CrowdStrike Holdings, Inc. provides cybersecurity solutions in the United States and internationally.
Market Cap
$116.0B
Pitch Price
$462.32
Price Target
550.00 (-15%)
Dividend
N/A
EV/EBITDA
-17.1K
P/E
-700.98
EV/Sales
23.20
Sector
Software
Category
growth
Show full summary:
CRWD | CrowdStrike Q1 FY2026 Financial Report Analysis and Valuation
CRWD (earnings update): Strong Q1 shows AI-driven growth with ARR +22% YoY to $4.44B, EPS $0.73 beating est. of $0.66, FCF $279.4M (-13% YoY). IT disruption caused GAAP loss, $10-15M quarterly revenue hit expected through FY26 Q3. Falcon Flex transactions +6x YoY. Long-term target: $10B ARR. Buy below $450, PT $550+.
Read full article (3 min)