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CrowdStrike Holdings, Inc. Stock Price

NasdaqGS:CRWD Community·US$223.6b Market Cap
  • 7 Narratives written by author
  • 0 Comments on narratives written by author
  • 1177 Fair Values set on narratives written by author

CRWD Share Price Performance

US$231.00
127.63 (123.46%)
US$637.28
Fair Value
US$231.00
127.63 (123.46%)
63.8% undervalued intrinsic discount
US$637.28
Fair Value
Price US$231.00
Talos US$637.28
AnalystConsensusTarget US$193.13
AnalystHighTarget US$256.00

CRWD Community Narratives

Fair Value
·
Fair Value US$637.28 63.7% undervalued intrinsic discount

The Digital Frontline Sentry – Speed is the New Armor

1users have liked this narrative
0users have commented on this narrative
55users have followed this narrative
·
Fair Value US$193.13 19.6% overvalued intrinsic discount

CRWD: AI Expansion And Security Consolidation Will Sustain Demand Amid Competitive Risks

6users have liked this narrative
0users have commented on this narrative
430users have followed this narrative
·
Fair Value US$256 9.8% undervalued intrinsic discount

Digital Transformation And Remote Work Will Empower Unified Cybersecurity Platforms

2users have liked this narrative
0users have commented on this narrative
35users have followed this narrative
US$637.28
63.7% undervalued intrinsic discount
Fair Value
Profit Margin
32%
Future PE
55x
Price in 2031
US$893.82
US$324.3
28.8% undervalued intrinsic discount
Profit Margin
4.84%
Future PE
408x
Price in 2026
US$425.37
US$129.52
78.4% overvalued intrinsic discount
Profit Margin
5.33%
Future PE
367.04x
Price in 2029
US$165.67

Trending Discussion

No trending discussion available.

Updated Narratives

CRWD logo

The Digital Frontline Sentry – Speed is the New Armor

Fair Value: US$637.28 63.7% undervalued intrinsic discount
55 users have set this as their fair value
0 users have commented on this narrative
1 users have liked this narrative
CRWD logo

Even a breakdown cannot harm the best product.

Fair Value: US$431.24 46.4% undervalued intrinsic discount
67 users have set this as their fair value
1 users have commented on this narrative
0 users have liked this narrative
CRWD logo

Long Tail Optionality In Cybercrime Will Benefit CrowdStrike And Deliver Revenue Growth

Fair Value: US$113.04 104.4% overvalued intrinsic discount
10 users have set this as their fair value
2 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

High growth potential with excellent balance sheet.

2 Risks
2 Rewards

CrowdStrike Holdings, Inc. Key Details

US$5.4b

Revenue

US$1.3b

Cost of Revenue

US$4.1b

Gross Profit

US$4.0b

Other Expenses

US$45.0m

Earnings

Last Reported Earnings
Jul 31, 2026
Next Reporting Earnings
n/a
0.044
75.19%
0.83%
14.5%
View Full Analysis

About CRWD

Founded
2011
Employees
11706
CEO
George Kurtz
WebsiteView website
www.crowdstrike.com

CrowdStrike Holdings, Inc. provides cybersecurity solutions in the United States and internationally. Its unified platform provides cloud-delivered protection of endpoints, cloud workloads, identity, and data through a software as a service (SaaS) subscription-based model. The company offers corporate endpoint and cloud workload security, managed security, security and vulnerability management, IT operations management, identity protection, threat intelligence, data protection, SaaS security posture management, and AI powered workflow automation, and securing generative AI workload services, as well as security orchestration, automation, and response; and security information and event management, and log management services. It primarily sells subscriptions to its Falcon platform and cloud modules. The company has a strategic alliance with Cognizant Technology Solutions Corporation to help enterprises secure artificial intelligence across its lifecycle, from the AI agents and models to the foundational infrastructure that supports the entire AI ecosystem. The company was incorporated in 2011 and is headquartered in Austin, Texas.

Recent CRWD News & Updates

Seeking Alpha 9h

AI Multiplier: Why CrowdStrike's ARR Explosion Proves Me Wrong (Rating Upgrade)

Summary CrowdStrike leverages AI to drive efficiency, new services, and robust customer acquisition, fueling top- and bottom-line outperformance. CRWD posted 26% Y/Y revenue growth and 33% Y/Y free cash flow growth for Q2'27, with strong momentum in enterprise net new ARR and margin expansion. Despite a premium 30.5x forward revenue multiple, CRWD’s accelerating growth, positive operating leverage, and AI-led market expansion justify its valuation. I am changing my rating from 'Hold' to 'Buy' amid a major growth boost for net new ARR, led by LogScale Next-Gen SIEM, as well as a record revenue backlog. Continued AI-driven product adoption, strong guidance, and expanding free cash flow margins underpin a bullish outlook for CRWD shares. Read the full article on Seeking Alpha

Recent updates

No updates