Stock Information
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CRWDCrowdstrike Holdings Inc

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Company Info

CEO

George P. Kurtz

Location

Texas, USA

Exchange

Nasdaq

Website

https://crowdstrike.com

Summary

CrowdStrike Holdings, Inc.

Company Info

CEO

George P. Kurtz

Location

Texas, USA

Exchange

Nasdaq

Website

https://crowdstrike.com

Summary

CrowdStrike Holdings, Inc.

AI Insights for CRWD
2 min read

Quick Summary

CrowdStrike Holdings, Inc. is a leading cybersecurity company based in Austin, Texas, founded in 2011. The company specializes in providing cloud-delivered protection for endpoints, cloud workloads, digital identities, and data. CrowdStrike primarily operates by selling subscriptions to its Falcon platform and a suite of cloud-based security modules, targeting enterprise, government, and mid-market customers seeking advanced threat intelligence and cyber protection. Through its direct sales force and a broad network of channel partners, CrowdStrike has built a significant global customer base. The company is well-known for its rapid innovation in security technologies, particularly in response to the evolving landscape of cyber threats.

The Bull Case

  • CrowdStrike is widely recognized for its industry-leading, cloud-native Falcon platform and rapid innovation in endpoint and cloud security.
  • Its strong brand reputation, high customer retention, and robust ARR growth highlight its solid market position.
  • The company's ability to scale through high-margin subscription revenues provides solid financial visibility and operational leverage.
  • Its focus on leveraging AI across its security stack and a flexible subscription model appeals to a broad range of customers.
  • Additionally, the willingness to pursue value-adding acquisitions and expand product offerings strengthens CrowdStrike’s long-term competitive moat.

The Bear Case

  • Despite impressive growth, CrowdStrike remains unprofitable on a GAAP basis with negative net income, highlighting ongoing challenges in achieving consistent profitability.
  • The company commands a high valuation relative to peers and market averages, which increases execution risk and sensitivity to missed expectations.
  • Expenses, particularly in R&D and sales, are rising rapidly as CrowdStrike invests to stay ahead in a fiercely competitive market.
  • There is also some evidence of slowing growth in annual recurring revenue and upsell rates, which could pose headwinds.
  • Lastly, reliance on continued innovation in a rapidly evolving threat environment adds operational complexity.

Key Risks

  • CrowdStrike faces risks from intensifying competition, especially as legacy and new entrants invest heavily in cloud security and AI-powered solutions.
  • Macroeconomic challenges, such as persistent inflation and high interest rates, could pressure enterprise tech budgets and slow spending growth.
  • The company’s high valuation makes it vulnerable to sharp corrections if growth disappoints or the broader market sentiment turns risk-off.
  • Rapid technological changes or major security breaches—including fallout from software glitches—could harm its brand and erode customer trust.

What to Watch

UpcomingDuring the most recent quarter, CrowdStrike reported strong revenue growth of 21% year-over-year, reaching $1.17 billion, and surpassed EPS estimates by delivering $0.93 per share.
UpcomingThe company set ambitious goals, such as a $20 billion annual recurring revenue (ARR) target by 2036 and announced new AI-focused features along with the Pangea acquisition.
UpcomingFalcon Flex adoption surged, resulting in larger deals and rising total contract value.
ExpectedNext quarter, analysts anticipate that CrowdStrike will maintain robust revenue momentum, projecting Q1 revenue between $902.2 million and $905.8 million and non-GAAP EPS in the $0.89-$0.90 range.

Price Drivers

  • CrowdStrike’s stock price is primarily driven by the company’s strong recurring revenue growth, robust earnings performance, and high demand for cybersecurity services—particularly in cloud and AI-driven security.
  • Market sentiment is also influenced by beating or missing earnings and revenue estimates, changes in annual recurring revenue (ARR), and strategic product announcements.
  • External factors include broader macroeconomic events such as inflation, interest rates, and enterprise tech spending cycles.
  • Investor expectations for continued innovation and accelerated customer growth are also strong price catalysts.

Recent News

  • CrowdStrike has been in the spotlight for a series of noteworthy developments.
  • The company outperformed estimates for four straight quarters, fueled by robust subscription and ARR growth, and was recently ranked among the top long-term cybersecurity stocks on Reddit and by prominent analysts.
  • Strategic milestones included setting a $20B ARR goal by 2036, launching new AI-powered features, and acquiring Pangea.
  • While it received several analyst target price hikes (notably to $600 by Truist), some market observers cite stronger short-term opportunities in other AI-focused stocks.

Market Trends

  • The cybersecurity industry is experiencing accelerated growth as global IT spending on protection, cloud migration, and identity management surges, expected to top $200 billion in 2024 with a projected 12.4% annual growth rate.
  • SaaS revenue multiples have recalibrated post-pandemic due to inflation, rising rates, and the proliferation of AI competitors, creating a more discerning investment environment.
  • Cloud security, endpoint protection, and the integration of AI remain central industry themes, favoring companies positioned for innovation and scale.
  • The sector is characterized by frequent M&A, intense competition, and elevated customer demand for AI-driven solutions.

AI-generated summary. Not investment advice. DYOR.

Community Research

Research from investors like you

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Topics: Company overview • Products • Competitors • Strengths & Risks

Symbol's posts

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@Shashaa 2 days ago

Cybersecurity a Secular Bull?

Cybersecurity a Secular Bull?

Genuine question does cybersecurity just feel like an obvious long-term winner? Most breaches now aren’t even malware, it’s stolen access and credentials. So even perfect AI-written code doesn’t really solve that.

Does that make names like , , , , and ?

Curious how others see it tailwind or overhyped?

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@MoneyMaker23 2 weeks ago

Is Crowdstrike a good investment?

Is Crowdstrike a good investment?

generates around 30% revenue growth and around 20% cash margin, this sounds pretty good to me. Do you think it would be a good investment? If not, please suggest another company in a similar sector.

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@Shashaa 1 month ago

How Are These SaaS Companies Still Losing Money?

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Maybe I’m missing something, but how are names like , , , , , and still unprofitable? These aren’t tiny startups anymore some have been around for 10–15 years and are well past the crazy hypergrowth phase. Gross margins are like 80%, so the business model clearly works.

Is it just endless spending on sales, marketing, and R&D? Or is stock-based comp doing more damage than people admit? Feels like at some point profits should show up.

Do these companies eventually flip the switch, or is this just the new normal for SaaS?

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@JaneWilliams 2 months ago

Is $CRWD still a buy after earnings? ( A redditor's report)

Is $CRWD still a buy after earnings? ( A redditor's report)

reported a classic beat and raise quarter last night, however the stock still sold off about 3% in after hours trading.
Then this morning the stock opened even lower, falling to about $486. That ended up being the low of the day before it ripped almost 7% off the bottom and closed up around 1.5%.
Q3 Fiscal Year 2026 highlights, things that stood out to me:
- Revenue grew 22% YoY to $1.23 billion, beating the $1.22 billion estimate
- Adjusted EPS hit 96 cents, beating the 94 cent estimate
- Added $265m of net new ARR in the quarter (+73% YoY)
- ARR as of October 31st, 2025 was $4.92b (+23% YoY)
- $398m in operating cash flow vs $326m last year
- $296m in free cash flow vs $231m last year
- Management raised guidance above expectations for the current quarter and for full year fiscal 2026

This combination led to record highs in EPS, operating cash flow, free cash flow, and net new ARR. CEO George Kurtz said this was one of the best quarters in company history and I tend to agree with him.

This stock always seems to fall after reporting earnings, and then grinds higher over the next couple of months as people recognize that the quarter was actually good and don't know why they sold.
Buying these kinds of dips has worked out pretty well historically, and this time doesn't look any different to me. The fundamentals here are strong, this quarter lines up the next leg of growth, and I think CrowdStrike is the strongest cybersecurity name in the market.
So at these levels, do you guys view   as a buy, hold, or sell?

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@ShallowLoving 2 months ago

Motley Fool analysis on CrowdStrike and the AI security gap

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