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Added to YB: 2026-01-28

Pitch date: 2026-01-26

CRWD [neutral]

CrowdStrike Holdings, Inc.

-11.77%

current return

Author Info

No bio for this author

Company Info

CrowdStrike Holdings, Inc. provides cybersecurity solutions in the United States and internationally.

Market Cap

$111.3B

Pitch Price

$478.48

Price Target

N/A

Dividend

N/A

EV/EBITDA

-1.9K

P/E

-349.47

EV/Sales

23.51

Sector

Software

Category

growth

Show full summary:
CrowdStrike (CRWD): Endpoint Security Leader Demonstrating Post-Incident Resilience

CRWD (overview): Endpoint security leader w/ Falcon platform showing post-July outage resilience. Q3: $1.23B rev (+22% YoY), $4.92B ARR (+23%), record $265M net new ARR (+73%). 49% customers use 6+ modules. $53M incident costs absorbed but mgmt raised H2 guidance to 50%+ net new ARR growth. Premium valuation at 94-138x fwd P/E.

Read full article (2 min)