Added to YB: 2024-02-14
Pitch date: 2024-02-12
CRWD [bullish]
CrowdStrike Holdings, Inc.
+64.13%
current return
Author Info
No bio for this author
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Company Info
CrowdStrike Holdings, Inc. provides cybersecurity solutions in the United States and internationally.
Market Cap
$129.1B
Pitch Price
$307.54
Price Target
482.86 (-4%)
Dividend
N/A
EV/EBITDA
-2.2K
P/E
-405.39
EV/Sales
27.41
Sector
Software
Category
growth
Show full summary:
CrowdStrike Will Have Their AI Moment
$CRWD positioned for cybersecurity budget surge per Gartner 13.8% software spend forecast. Q3 ARR $3.15B +35% YoY to $10B in 5-7yr. Margins & FCF targets ambitious but achievable. BUY $482 PT at 30x FY25 on growth & FCF despite risks. TA sees $400 then $480+
Read full article (5 min)