Added to YB: 2026-06-08
Pitch date: 2026-06-04
CRWD [neutral]
CrowdStrike Holdings, Inc.
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
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
1.6K
P/E
-5.5K
EV/Sales
32.81
Sector
Software
Category
growth
CrowdStrike Earnings
CRWD (earnings): Q1 FY27 rev $1.39B (+25.6% YoY) beat 1.7%; EPS $1.10 beat 2.8%. Net new ARR $256M (+32%), ARR $5.51B (+24%). FCF margin 34%, op margin 23.5%. AI DR ARR +250% QoQ, Flex ARR $1.9B (+99%). Raised FY27 guide +0.5%. 4:1 split. Stock -11% on lukewarm outlook vs 36.5x EV/S, 154x fwd P/E. Billings +18% lagged rev.
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