Added to YB: 2025-09-01
Pitch date: 2025-08-28
CRWD [neutral]
CrowdStrike Holdings, Inc.
+13.47%
current return
Author Info
No bio for this author
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 2QFY26 Earnings: The Flex Flywheel Ignites
CRWD (earnings update): Falcon Flex customers re-upping 50%+ larger contracts in 5mo proves consumption flywheel works. ONUM acquisition removes SIEM migration friction, creating structural cost advantage vs Splunk. Charlotte AI leverages proprietary MDR telemetry for reinforcing competitive moat. 40%+ net new ARR guidance despite Q3 revenue 'miss' signals platform transformation accelerating.
Read full article (6 min)