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Added to YB: 2026-03-06

Pitch date: 2026-03-04

CRWD [neutral]

CrowdStrike Holdings, Inc.

Author Info

Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.

Company Info

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

Market Cap

$98.7B

Pitch Price

N/A

Price Target

N/A

Dividend

N/A

EV/EBITDA

4.6K

P/E

-602.18

EV/Sales

19.60

Sector

Software

Category

growth

Show full summary:
CrowdStrike Q4 2025 Earnings

CRWD (earnings): Q4 rev $1.31B (+23% YoY) beat est; EPS $1.12 beat. ARR $5.25B (+24% YoY), net new ARR $328M (+46% YoY). Falcon Flex 1,600+ customers, $1.69B ARR (+120% YoY), 23% reflex rate w/ 26% avg uplift. Cloud Security ARR $800M+ (+35%), Next-Gen SIEM $585M (+75%). 97% gross retention, 115% net retention. FY27 guide $5.87B-$5.93B rev (+22-23%).

Read full article (9 min)