Added to YB: 2025-09-09
Pitch date: 2025-09-06
CRWD [neutral]
CrowdStrike Holdings, Inc.
+20.47%
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
$419.00
Price Target
490.00 (-3%)
Dividend
N/A
EV/EBITDA
-2.2K
P/E
-405.39
EV/Sales
27.41
Sector
Software
Category
growth
CrowdStrike – Still the King of Cybersecurity, But is the Stock a Buy?
CRWD (earnings update): Cybersecurity leader w/ re-accelerating growth (+21% Q2 rev), record $221M net new ARR, Falcon Flex driving larger deals. Next-Gen SIEM +95% ARR, AI-powered Charlotte agent adoption +85%. Strong FCF $284M but margins pressured by R&D spend. Premium valuation 87x P/E needs mid-20s growth. Target $490 (7% CAGR). Accumulate below $360.
Read full article (13 min)