Added to YB: 2026-06-12
Pitch date: 2026-06-10
CRWD [neutral]
CrowdStrike Holdings, Inc.
+28.81%
current return
Author Info
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Company Info
CrowdStrike Holdings, Inc. provides cybersecurity solutions in the United States and internationally.
Market Cap
$220.1B
Pitch Price
$161.32
Price Target
750.00 (+257%)
Dividend
N/A
EV/EBITDA
1.4K
P/E
5.8K
EV/Sales
40.02
Sector
Software
Category
growth
CrowdStrike’s 1QFY27 Earnings: The Question Changed
CRWD (earnings): Q1FY27 rev +26% to $1.39B, ending ARR $5.51B (+24%), net new ARR $256M (+32%) but missed buyside's $275M+ bar (organic ~$248M); FCF 34% margin. AIDR +250% QoQ, SIEM >$600M, Flex $1.9B (+99%). Thesis stronger but priced in at $659 vs $391. Bull case $1,050-1,400 if Falcon becomes AI-era control/remediation layer; bear $275-375. Hold, build at $550-580, trim above $750 w/o ARR proof.
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