Added to YB: 2025-12-10
Pitch date: 2025-12-06
CRWD [neutral]
CrowdStrike Holdings, Inc.
-1.6%
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
$513.00
Price Target
522.00 (+3%)
Dividend
N/A
EV/EBITDA
-2.2K
P/E
-405.39
EV/Sales
27.41
Sector
Software
Category
growth
Crowdstrike – Is it Really Worth 27x Sales and 140x Earnings?
CRWD (earnings): Q3 beat w/ 22% revenue growth accelerating, record $265M net new ARR (+73% YoY). Falcon Flex driving adoption w/ 200% ARR growth, 10% customers re-flexing avg 5 months early. Strong SIEM traction, AWS partnership. 21% op margin expanding to 28-32% by FY29. $10B ARR by 2031 vs $4.9B today. Premium valuation at 27x sales limits upside - Hold, accumulate below $400.
Read full article (13 min)