Added to YB: 2024-06-10
Pitch date: 2024-06-07
CRWD [bullish]
CrowdStrike Holdings, Inc.
+76.58%
current return
Author Info
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Company Info
CrowdStrike Holdings, Inc. provides cybersecurity solutions in the United States and internationally.
Market Cap
$116.0B
Pitch Price
$367.10
Price Target
350.00 (-46%)
Dividend
N/A
EV/EBITDA
-17.1K
P/E
-700.98
EV/Sales
23.20
Sector
Software
Category
growth
CrowdStrike Holdings, Inc. - $CRWD
CRWD: CrowdStrike's AI-powered Falcon platform sees strong demand amid cybersecurity consolidation trend. Q1 revenue +33% YoY, ARR +31%. EPS expected to grow rapidly, hitting $6.5 by FY27. Benefiting from Microsoft product dissatisfaction & need to secure GenAI workloads in cloud. Key partners: AWS, Nvidia. Path to $10B ARR in 5-7yrs. Currently fairly valued at ~$350 based on DCF. Risks: Competition, valuation.
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