Added to YB: 2026-09-14
Pitch date: 2026-09-10
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
$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 – I Love This Business, But The Valuation is Brutal
CRWD (earnings): CrowdStrike’s fiscal Q2 confirmed a demand inflection: revenue rose 26% to $1.47B, while net new ARR reached a record $333M, up 51% and more than $45M above the high end of guidance, prompting materially higher FY27 guidance and bullish FY28 guidance. Falcon Flex and broad-based demand drove momentum, but stock-based compensation reached 27.1% of revenue, leaving GAAP net income at just $5M despite a 25.3% non-GAAP operating margin.
Read full article (8 min)