Added to YB: 2025-10-22
Pitch date: 2025-10-20
CRWD [neutral]
CrowdStrike Holdings, Inc.
-20.48%
current return
Author Info
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Company Info
CrowdStrike Holdings, Inc. provides cybersecurity solutions in the United States and internationally.
Market Cap
$108.6B
Pitch Price
$501.24
Price Target
N/A
Dividend
N/A
EV/EBITDA
-16.0K
P/E
-658.74
EV/Sales
21.66
Sector
Software
Category
growth
CRWD: guides Back-Half ARR +40%—valuation Still Justified or Getting Pricey?
CRWD (earnings update): Q2 strong with +21.3% revenue growth accelerating; mgmt guides FY26 ending ARR >22% & back-half net new ARR ≥40% YoY signaling reacceleration. July incident showed platform stickiness with no meaningful churn. $116B TAM growing 21% CAGR to $225-250B by 2028-29. Rich at 22.3x EV/Sales, 4.3 PEG, 25% SBC/revenue ratio.
Read full article (15 min)