Added to YB: 2025-03-19
Pitch date: 2025-03-17
CRWD [bullish]
CrowdStrike Holdings, Inc.
+39.4%
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
$362.10
Price Target
N/A
Dividend
N/A
EV/EBITDA
-2.2K
P/E
-405.39
EV/Sales
27.41
Sector
Software
Category
growth
CrowdStrike's Possible Yellow Card or Opportunity?
CRWD (overview): IT outage impact lingers with ARR & retention declines. FalconFlex strategy shift causes short-term headwinds but drives 9+ module adoption. Cloud, identity & logscale growth slowing but outpacing peers. Endpoint security crucial. Expecting H2 FY26 ARR reacceleration. Premium valuation at 75x FCF justified if growth resumes.
Read full article (9 min)