Added to YB: 2025-09-01
Pitch date: 2025-08-28
CRWD [neutral]
CrowdStrike Holdings, Inc.
+13.47%
current return
Author Info
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Company Info
CrowdStrike Holdings, Inc. provides cybersecurity solutions in the United States and internationally.
Market Cap
$129.1B
Pitch Price
$444.87
Price Target
N/A
Dividend
N/A
EV/EBITDA
-2.2K
P/E
-405.39
EV/Sales
27.41
Sector
Software
Category
growth
'CrowdStrike Q2 2025 Earnings Analysis
CRWD (earnings update): Rev $1.17B (+21% YoY) beat by 1.7%, EPS $0.93 beat by 12%. Cloud ARR $700M (+35%), SIEM ARR $430M (+95%), Exposure Mgmt ARR $300M+. 800 customers >$1M ARR, 95%+ retention. Charlotte AI adoption +85% QoQ. Margins pressured: GM 77.6% (-0.8pp), FCF margin 24.3% (-4pp). Q3 guide missed -1.2%.
Read full article (7 min)