Added to YB: 2025-03-07
Pitch date: 2025-03-05
CRWD [neutral]
CrowdStrike Holdings, Inc.
+41.56%
current return
Author Info
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Company Info
CrowdStrike Holdings, Inc. provides cybersecurity solutions in the United States and internationally.
Market Cap
$129.1B
Pitch Price
$356.58
Price Target
N/A
Dividend
N/A
EV/EBITDA
-2.2K
P/E
-405.39
EV/Sales
27.41
Sector
Software
Category
growth
CrowdStrike Q4 2024 Earnings Analysis
CRWD (earnings update): Q4 rev $1.06B (+25% YoY), EPS $1.03 (+21% est). ARR $4.24B (+24% YoY). Falcon Flex driving growth: $1B new deals (+80% QoQ). Cloud Security $600M ARR (+45% YoY), Identity $370M, SIEM $330M (+115% YoY). Expect H2 FY26 reacceleration. $10B ARR target by FY31. Challenges: DBNRR 112% (-3% QoQ), margins down.
Read full article (9 min)