Added to YB: 2025-09-09
Pitch date: 2025-09-07
CRWD [neutral]
CrowdStrike Holdings, Inc.
+85.18%
current return
Author Info
Lorenzo's 2 cents shares analyses of tech companies. Sign up for the newsletter.
Company Info
CrowdStrike Holdings, Inc. provides cybersecurity solutions in the United States and internationally.
Market Cap
$197.5B
Pitch Price
$104.75
Price Target
N/A
Dividend
N/A
EV/EBITDA
1.9K
P/E
-6.4K
EV/Sales
38.05
Sector
Software
Category
growth
Crowdstrike: Here We Go, Reacceleration
CRWD (earnings update): Reacceleration arrived early - net new ARR growth resumed a quarter ahead of guidance. AI-native platform driving consolidation: 48% customers use 6+ modules, 60% of $100K+ customers use 8+. Cloud Security >$700M ARR (+35% YoY), LogScale SIEM >$430M ARR (+95% YoY), Charlotte AI +85% QoQ. Guiding back-half net new ARR +40% YoY, path to $10B ARR by FY31 intact.
Read full article (3 min)