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CrowdStrike Holdings Community
NasdaqGS:CRWD Community
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CrowdStrike Holdings
TO
Tokyo
Community Contributor
Even a breakdown cannot harm the best product.
<<< To see my other narratives, please scroll up and klick on Tokyo (next to my profile picture) >>> My main narrative for CRWD: · When founder and CEO George Kurtz founded CRWD in 2011, Cybersecurtiy Software, was nothing new, but with several pain points for customers: reduced system performance, updates needed to be installed, for each problem you needed a different software, so you dealt with silos, … · So he build a fully cloud-based platform, named Falcon. It has a modular concept, and customer pays within an abo model only the contracted modules.
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US$431.24
FV
12.9% undervalued
intrinsic discount
18.00%
Revenue growth p.a.
Set Fair Value
12
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59
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3 days ago
author updated this narrative
CrowdStrike Holdings
GO
Goran_Damchevski
Equity Analyst
Long Tail Optionality In Cybercrime Will Benefit CrowdStrike And Deliver Revenue Growth
Key Takeaways Efficient software, accelerated computing, and AI, will benefit a growing cybercrime industry State actors are getting more involved in digital warfare which may be a weak point of the West Successful data breaches and cybercrime work in favor of spreading awareness for cybersecurity spending CrowdStrike’s move towards an all-in-one solution addresses the complexity pain-point of customers Catalysts Cybersecurity Threats Are Entering A New Era Cybercrime is the other side of the coin of technological development and is expected to keep advancing at an unknown pace in the future, this makes companies like CrowdStrike well-positioned to help. They predict attackers will continue to target large companies "Big Game Hunting", internet-connected devices (edge devices) and end-of-life products (EOL).
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US$113.04
FV
232.3% overvalued
intrinsic discount
30.00%
Revenue growth p.a.
Set Fair Value
4
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0
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4
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7 months ago
author updated this narrative
CrowdStrike Holdings
WA
WallStreetWontons
Community Contributor
CRWD: Safeguarding the Digital Frontier with Cloud-Native Security and AI
Catalysts Products and Services Impacting Sales and Earnings : CrowdStrike offers cybersecurity solutions, with its flagship product being the Falcon platform. This cloud-native platform provides endpoint protection, threat intelligence, and incident response capabilities.
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US$324.30
FV
15.8% overvalued
intrinsic discount
25.01%
Revenue growth p.a.
Set Fair Value
5
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0
users have commented on this narrative
10
users have followed this narrative
7 months ago
author updated this narrative
CrowdStrike Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 45 Analysts
Falcon Flex And AI Capabilities Will Strengthen Future Position In Cloud Security Market
Key Takeaways Strategic innovations like Falcon Flex and AI tools are enhancing customer relationships and efficiency, leading to potential revenue growth and improved margins. Strong cloud partnerships and investments in security products position CrowdStrike for significant market expansion and sustained demand.
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US$408.86
FV
8.1% undervalued
intrinsic discount
23.02%
Revenue growth p.a.
Set Fair Value
4
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0
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303
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4 days ago
author updated this narrative
Your Valuation for
CRWD
CRWD
CrowdStrike Holdings
Your Fair Value
US$
Current Price
US$375.62
366.3% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-235m
9b
2015
2018
2021
2024
2025
2027
2030
Revenue US$8.6b
Earnings US$1.1b
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