Professional
Added to YB: 2023-12-11
Pitch date: 2023-12-11
CRWD [bullish]
CrowdStrike Holdings, Inc.
+106.34%
current return
Author Info
No bio for this author
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Company Info
CrowdStrike Holdings, Inc. provides cybersecurity solutions in the United States and internationally.
Market Cap
$129.1B
Pitch Price
$244.64
Price Target
N/A
Dividend
N/A
EV/EBITDA
-2.2K
P/E
-405.39
EV/Sales
27.41
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)