Added to YB: 2026-05-04
Pitch date: 2026-04-30
CRWD [neutral]
CrowdStrike Holdings, Inc.
+0.21%
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
$115.8B
Pitch Price
$454.69
Price Target
N/A
Dividend
N/A
EV/EBITDA
-17.1K
P/E
-699.98
EV/Sales
23.16
Sector
Software
Category
growth
Day 35: CrowdStrike $CRWD
CRWD (overview): #1 endpoint security w/ Falcon agent on millions of devices. $5.25B ARR (+24% YoY), 115% NRR, 21x EV/ARR. Core ML-powered threat detection defensible vs AI upstarts. Charlotte AI agent usage +6x YoY, ARR 3x. 1,600+ Flex customers avg $1M ARR, 26% lift on renewal. AIDR detects 1,800 AI apps across 160M instances. Bull: AI attacks drive elevated security spend. Risk: saturation (most enterprises adopted), 0% GAAP op margin.
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