Added to YB: 2025-12-01
Pitch date: 2025-11-27
CRWD [neutral]
CrowdStrike Holdings, Inc.
+53.53%
current return
Author Info
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Company Info
CrowdStrike Holdings, Inc. provides cybersecurity solutions in the United States and internationally.
Market Cap
$197.5B
Pitch Price
$126.34
Price Target
N/A
Dividend
N/A
EV/EBITDA
1.9K
P/E
-6.4K
EV/Sales
38.05
Sector
Software
Category
N/A
Crowdstrike – they protect companies from cyber attacks
CRWD (sell): Cybersecurity co w/ AI-powered endpoint protection, 78% subscription gross margin but unprofitable. July 2024 outage caused $60M+ costs, legal issues. 3/10 moat score due to weak product lock-in vs competitors. Despite network effects & AI demand tailwinds, unpredictable margins, high churn risk, overvalued per DCF analysis.
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