Added to YB: 2025-06-10
Pitch date: 2025-06-08
CRWD [neutral]
CrowdStrike Holdings, Inc.
+3.65%
current return
Author Info
Lorenzo's 2 cents shares analyses of tech companies. Sign up for the newsletter.
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Company Info
CrowdStrike Holdings, Inc. provides cybersecurity solutions in the United States and internationally.
Market Cap
$129.1B
Pitch Price
$470.31
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:
Crowdstrike: on the cusp of the fifth industrial revolution
CRWD (earnings update): Q1 FY26 rev $1.1B (+20% YoY), ARR $4.44B (+22%), FCF $384.1M. $1B buyback signals confidence. 67% deals involve 8+ modules, 28% use Charlotte AI. CEO expects growth acceleration after Q2. Falcon Flex driving $3.2B in deals. AI security TAM expanding. Stock +53% since Oct'23 analysis.
Read full article (4 min)