Added to YB: 2026-09-11
Pitch date: 2026-09-09
CRWD [bullish]
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
$212.8B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
1.4K
P/E
5.6K
EV/Sales
38.66
Sector
Software
Category
growth
CrowdStrike: Why Most Investors Are Underestimating The Mythos Inflection
CRWD (earnings): The Mythos inflection has arrived, with Falcon Flex momentum also supporting accelerating growth. Q2 FY2027 net new ARR rose 51% to a record $333M, ARR growth accelerated for a fourth consecutive quarter to 25%, and subscription revenue grew 27%. CrowdStrike raised midpoint guidance for FY2027 net new ARR growth from 23% to 34% and revenue growth from 23.4% to 24.7%; Flex adopters’ ending ARR grew 101%.
Read full article (3 min)