Added to YB: 2024-10-18
Pitch date: 2024-10-16
CRWD [bullish]
CrowdStrike Holdings, Inc.
+62.83%
current return
Author Info
Lorenzo's 2 cents shares analyses of tech companies. Sign up for the newsletter.
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Company Info
CrowdStrike Holdings, Inc. provides cybersecurity solutions in the United States and internationally.
Market Cap
$129.1B
Pitch Price
$310.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
-2.2K
P/E
-405.39
EV/Sales
27.41
Sector
Software
Category
growth
Show full summary:
CrowdStrike ($CRWD): the Archimedean Lever in Cyber Defense
CRWD: Cybersecurity leader w/ lightweight agent & AI-driven platform. Strong growth (36% FCF/share CAGR), 98% retention. TAM $225B by 2028. Outperforms PANW, FTNT, S in revenue growth. Recent outage risk, but competitive edge intact. Q3 earnings crucial for reassessment.
Read full article (10 min)