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Added to YB: 2026-06-08

Pitch date: 2026-06-04

CRWD [neutral]

CrowdStrike Holdings, Inc.

+5.3%

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

$174.19

Price Target

N/A

Dividend

N/A

EV/EBITDA

1.9K

P/E

-6.4K

EV/Sales

38.05

Sector

Software

Category

growth

Show full summary:
CrowdStrike Earnings

CRWD (earnings): Q1 FY27 rev $1.39B (+25.6% YoY) beat 1.7%; EPS $1.10 beat 2.8%. Net new ARR $256M (+32%), ARR $5.51B (+24%). FCF margin 34%, op margin 23.5%. AI DR ARR +250% QoQ, Flex ARR $1.9B (+99%). Raised FY27 guide +0.5%. 4:1 split. Stock -11% on lukewarm outlook vs 36.5x EV/S, 154x fwd P/E. Billings +18% lagged rev.

Read full article (13 min)