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Added to YB: 2025-09-30

Pitch date: 2025-09-26

CRWD [bullish]

CrowdStrike Holdings, Inc.

+3.77%

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

$486.42

Price Target

N/A

Dividend

N/A

EV/EBITDA

-2.2K

P/E

-405.39

EV/Sales

27.41

Sector

Software

Category

growth

Show full summary:
Why CrowdStrike Has Such A Competitive Advantage

CRWD: Platform consolidation driving 2x ARR renewals (Gap example); agentic AI era creating 100x larger opportunity with AIDR solutions; $250M Pangea acquisition for complete AI protection; customer trust proven in crisis (Oracle replaced PANW with CRWD); path to $20B ARR by FY36 (15% CAGR) vs current $4.7B.

Read full article (5 min)