Professional
Added to YB: 2026-06-01
Pitch date: 2026-05-27
CRWD [neutral]
CrowdStrike Holdings, Inc.
+3.34%
current return
Author Info
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Company Info
CrowdStrike Holdings, Inc. provides cybersecurity solutions in the United States and internationally.
Market Cap
$170.8B
Pitch Price
$649.33
Price Target
N/A
Dividend
N/A
EV/EBITDA
-25.5K
P/E
-1.0K
EV/Sales
34.59
Sector
Software
Category
growth
Pernas Research Passes On: CrowdStrike Holdings, Inc.
CRWD (pass): Best-positioned cybersecurity co for AI era w/ deepest telemetry/endpoint data lake collecting trillions of real-time security events globally. Strong ARR growth >20% at scale, solid adoption across cloud/identity/AI security. AI tailwinds favor rich proprietary enterprise data for frontier models. However, valuation unjustifiable at >20x EV/Sales despite competitive moat.
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