Added to YB: 2026-07-07
Pitch date: 2026-07-03
CRWD [neutral]
CrowdStrike Holdings, Inc.
+5.21%
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
$189.51
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 Stock Breakdown: AI Winner or Valuation Bubble?
CRWD (overview): Cloud-native cybersecurity leader; Falcon platform, 33 modules, $5.1B TTM rev (+24% ARR), 115% NDR, but -$220M GAAP loss & SBC 22% of rev. Targets $20B ARR by 2036. Trades $195B EV, 38x TTM sales. Competes w/ MSFT, PANW, Wiz. Valuation implies 8-44% upspace at 35% FCF margin—demands high-growth belief. Up 50% YTD; may await better entry.
Read full article (12 min)