Added to YB: 2026-09-02
Pitch date: 2026-08-28
CRWD [neutral]
CrowdStrike Holdings, Inc.
-3.05%
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
$223.6B
Pitch Price
$221.84
Price Target
N/A
Dividend
N/A
EV/EBITDA
1.5K
P/E
5.9K
EV/Sales
40.67
Sector
Software
Category
growth
CrowdStrike Q2 FY27: The Moving Horizon
CRWD (earnings): CrowdStrike’s Q2 provided the first convincing evidence that its acceleration is structural: net-new ARR rose 51% to $333M, revenue grew 26%, and non-GAAP operating income and free cash flow increased 46% and 33%. Falcon provides technical distribution while Flex reduces purchasing friction, helping monetize new products. The extraordinary valuation now depends on AIDR, SIEM and future products becoming meaningful before older growth vectors mature.
Read full article (7 min)