Professional
Added to YB: 2024-04-23
Pitch date: 2024-04-08
CRWD [bullish]
CrowdStrike Holdings, Inc.
+26.55%
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
$314.99
Price Target
420.00 (+5%)
Dividend
N/A
EV/EBITDA
-16.0K
P/E
-658.74
EV/Sales
21.66
Sector
Software
Category
growth
Show full summary:
RBC Capital Markets Investment Thesis: CrowdStrike Holdings, Inc.
CRWD: Cloud-native cybersecurity leader w/ expanding TAM. $420 PT on 21x CY25E EV/S, 63.5x FCF driven by cross-selling, new products (Cloud Workload), share gains from legacy vendors. 81% gross margins, 124% net retention rate. Key risks: competition, pricing, execution.
Read full article (2 min)