Added to YB: 2025-04-01
Pitch date: 2025-03-28
CRWD [neutral]
CrowdStrike Holdings, Inc.
+22.08%
current return
Author Info
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Company Info
CrowdStrike Holdings, Inc. provides cybersecurity solutions in the United States and internationally.
Market Cap
$111.3B
Pitch Price
$345.79
Price Target
N/A
Dividend
N/A
EV/EBITDA
-1.9K
P/E
-349.47
EV/Sales
23.51
Sector
Software
Category
growth
CrowdStrike: Expanding Leadership in Cybersecurity with $116B+ Market Opportunity
CRWD (overview): Cloud-native cybersecurity leader, 25% YoY growth. Strong moat: economies of scale, network effects, high switching costs. $116B TAM, expanding to $225-250B by 2028-29. July incident impact temporary; CCP boosted adoption. Valuation premium justified by growth potential, resilience. Expect reacceleration H2 2025.
Read full article (14 min)