Professional
Added to YB: 2023-12-11
Pitch date: 2023-12-11
CRWD [bullish]
CrowdStrike Holdings, Inc.
+164.97%
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
$244.64
Price Target
N/A
Dividend
N/A
EV/EBITDA
-17.1K
P/E
-700.98
EV/Sales
23.20
Sector
Software
Category
growth
Show full summary:
Thoughts from Barclays on $CRWD
$CRWD expanding as unified cybersecurity platform w/ 4.8 modules/deal avg, 78% increase in 8+ product deals. 40% TAM still on legacy AVs, outpacing next-gen rivals. Identity security at 9% penetration could be $2-3B biz. Overweight on integrated platform, FCF & valuation.
Read full article (2 min)