Added to YB: 2024-08-06
Pitch date: 2024-08-05
CRWD [bullish]
CrowdStrike Holdings, Inc.
+111.77%
current return
Author Info
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Company Info
CrowdStrike Holdings, Inc. provides cybersecurity solutions in the United States and internationally.
Market Cap
$129.1B
Pitch Price
$230.19
Price Target
N/A
Dividend
N/A
EV/EBITDA
-2.2K
P/E
-405.39
EV/Sales
27.41
Sector
Software
Category
turnaround
Ownership note on CrowdStrike
CRWD: Leader in endpoint security, 30k customers, 60% ARR CAGR to $3.6B. Recent outage caused $5.4B damage est., stock -45%. CEO owns $2B shares, incentivized to recover. The suthor added at $205, assuming 15% FCF growth for 10yrs. Risks: PR attacks, customer loss. Hedge w/ FTNT, S, PANW.
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