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Added to YB: 2024-07-30

Pitch date: 2024-07-28

CRWD [neutral]

CrowdStrike Holdings, Inc.

+94.51%

current return

Author Info

Company Info

CrowdStrike Holdings, Inc. provides cybersecurity solutions in the United States and internationally.

Market Cap

$129.1B

Pitch Price

$259.51

Price Target

200.00 (-60%)

Dividend

N/A

EV/EBITDA

-2.2K

P/E

-405.39

EV/Sales

27.41

Sector

Software

Category

value

Show full summary:
CrowdStrike Stock after the Crash

CRWD: -30% on massive software bug crashing 8M Windows PCs. Long-term impact likely limited; est. 5-10% revenue loss max. Still expensive at 19x EV/sales, 60x EV/FCF post-crash. Potential re-entry <$200 if valuation drops to 10x EV/sales, 35x EV/FCF. Strong company, but needs cheaper price.

Read full article (4 min)