Added to YB: 2025-03-11
Pitch date: 2025-03-07
CRWD [neutral]
CrowdStrike Holdings, Inc.
+23.54%
current return
Author Info
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Company Info
CrowdStrike Holdings, Inc. provides cybersecurity solutions in the United States and internationally.
Market Cap
$108.6B
Pitch Price
$322.65
Price Target
N/A
Dividend
N/A
EV/EBITDA
-16.0K
P/E
-658.74
EV/Sales
21.66
Sector
Software
Category
growth
Show full summary:
CrowdStrike: Outage Rebound
CRWD (earnings update): Q4 beat, weak guidance. ARR +23% YoY to $4.24B. DBNR 112%, retention 97%. Revenue +25% YoY. Outage impact lingering but recovering. AI-native platform, strong module adoption. $10B ARR target by FY31. Margins to expand H2 FY26. Acquisitions bolster offerings. Valuation high at 18x fwd EV/rev, but growth potential strong.
Read full article (8 min)