Salud financiera de hoja de balance de CrowdStrike Holdings
Salud financiera controles de criterios 6/6
CrowdStrike Holdings tiene un patrimonio de los accionistas total de $4.7B y una deuda total de $745.8M, lo que sitúa su ratio deuda-patrimonio en 16%. Sus activos y pasivos totales son $11.3B y $6.6B respectivamente.
Información clave
15.95%
Ratio deuda-patrimonio
US$745.84m
Deuda
| Ratio de cobertura de intereses | n/a |
| Efectivo | US$4.55b |
| Patrimonio | US$4.68b |
| Total pasivo | US$6.59b |
| Activos totales | US$11.27b |
Actualizaciones recientes sobre salud financiera
No hay actualizaciones
Recent updates
Actualización de narrativa • Jun 23
CRWD: Future Returns Will Reflect AI Security Inflection And Lofty Expectations
Analysts have nudged the fair value estimate for CrowdStrike Holdings slightly higher to about $712, with updated models reflecting modestly stronger revenue growth, margins, and AI driven ARR guidance. This has pushed many Street price targets into the $700 to $825 range, even as some highlight valuation constraints.Seeking Alpha • Jun 15
CrowdStrike: Too Pricey To Buy, Too Promising To Sell
Summary CrowdStrike is currently trading at a significant premium, with valuation metrics suggesting potential overvaluation. The company is entering the AI protection market, potentially significantly expanding its total addressable market. Its Flex go-to-market engine may compound its operating margin over multiple years. I maintain a Hold rating on CRWD, given the demanding growth expectations embedded in its valuation and the risk of underperformance. Read the full article on Seeking AlphaActualización de narrativa • Jun 07
CRWD: Future Returns Will Hinge On AI Security Inflection Versus Sky High Expectations
CrowdStrike's analyst fair value estimate has shifted from $535.33 to $707.47 as analysts factor in higher long term P/E assumptions and slightly stronger margin expectations, supported by Q1 earnings, raised FY27 ARR guidance, and growing AI driven cybersecurity demand highlighted across recent research. Analyst Commentary Street research around the latest Q1 print and FY27 outlook presents a mixed picture for CrowdStrike.Actualización de narrativa • May 24
CRWD: Future Returns Will Depend On AI Security Hype Unwinding
Analysts have nudged the fair value estimate for CrowdStrike higher to about $535 per share from roughly $490, pointing to stronger channel checks around Falcon platform demand, platform consolidation and AI driven security use cases, partially balanced by modestly lower revenue growth and profit margin assumptions and a higher future P/E near 257x versus about 227x previously. Analyst Commentary Recent Street research around CrowdStrike clusters around two themes: the stock is being priced for strong execution on Falcon platform adoption, and there is an active debate about how much of that execution is already reflected in current valuation.
Actualización de narrativa • May 01
CRWD: AI Disruption Fears And Software Multiple Compression Will Cap Forward Upside
Analysts nudged their fair value estimate for CrowdStrike shares up by about $1 to $378.70 as they factor in Street research that highlights growing confidence in the company's growth avenues, AI driven security opportunities, and ongoing platform momentum, even as some price targets across the sector have been reset to reflect software multiple compression. Analyst Commentary Street research around CrowdStrike is broadly constructive, but a group of bearish analysts has been trimming price targets and flagging areas where expectations may be running ahead of themselves.Actualización de narrativa • Apr 17
CRWD: AI Pullback Fears And Multiple Compression Will Restrain Platform Upside
Analysts nudged their price target on CrowdStrike higher to $377.36 from $374.82, citing updated models that reflect slightly stronger assumed revenue growth, modestly higher profit margins, and a small adjustment to the discount rate and future P/E after a series of Q4 reviews, target tweaks, and fresh bullish initiations across the Street. Analyst Commentary Street research around CrowdStrike has been active, with a mix of supportive views and more cautious resets.Actualización de narrativa • Apr 02
CRWD: Future Performance Will Reflect AI Security Partnerships And Platform Share Gains
The analyst fair value estimate for CrowdStrike Holdings has been adjusted slightly lower by around $1 to $489.86, as analysts weigh sector wide multiple compression against company specific views on AI tailwinds, platform breadth, and ongoing share gains highlighted across recent upgrades and price target resets. Analyst Commentary Recent Street research around CrowdStrike reflects a mix of optimism on execution and AI driven product breadth, alongside a reset in valuations as software multiples compress across the sector.Actualización de narrativa • Mar 19
CRWD: Future Performance Will Reflect AI Security Leadership In Next Generation SOC
CrowdStrike's updated analyst fair value estimate has moved to about $490 from roughly $547, as analysts reset price targets in the $440 to $525 range. They continue to highlight AI driven Security Operations Center opportunities, share gains in endpoint, and steady ARR trends as key parts of the thesis.Actualización de narrativa • Mar 05
CRWD: AI Security Platform And Identity Expansion Will Temper Crowded Trade Fears
Narrative Update on CrowdStrike Holdings Our updated view reflects a lower analyst price target of $374.82, down from $414.96, as analysts recalibrate revenue growth, profit margin and future P/E assumptions, while still highlighting strong Q4 execution, resilient ARR trends and ongoing AI and platform tailwinds across recent research. Analyst Commentary Across recent research, you are seeing a mix of optimism on CrowdStrike's execution and platform, paired with a clear reset in expectations as many firms trim price targets.Actualización de narrativa • Feb 18
CRWD: Future Performance Will Reflect AI Security Leadership And Expanding Identity Platform
Narrative Update: CrowdStrike Holdings The updated analyst price target for CrowdStrike edges higher to about $547 from roughly $533, as analysts factor in slightly stronger modeled revenue growth and profit margins, along with a more moderate future P/E assumption and mixed, but generally constructive, Street research around AI security positioning and recent rating changes. Analyst Commentary Recent research on CrowdStrike gives you a mixed but generally constructive picture, with several firms adjusting price targets and ratings as they reassess AI risk, software multiples, and security spending trends.Actualización de narrativa • Feb 04
CRWD: AI Identity Focus And Crowded Trade Will Shape Future Market Perception
Analysts nudged their price expectations for CrowdStrike higher, with the updated fair value estimate now clustered around the mid $400s. This reflects survey based optimism on revenue growth, improving profit margins and a lower future P/E, offset by at least one more cautious stance on sector wide security spending and AI tailwinds.Actualización de narrativa • Jan 21
CRWD: AI Identity Push And Crowded Trade Likely To Reshape Future Multiple
Analysts made a small adjustment to our CrowdStrike fair value estimate to about $415 per share from about $416, reflecting slightly higher modeled revenue growth, modestly stronger profitability, and slightly lower future P/E expectations in light of recent price target changes and mixed but generally constructive Street commentary. Analyst Commentary Recent Street research around CrowdStrike has been active, with most firms maintaining constructive views on the business while adjusting price targets within a relatively tight band.
Actualización de narrativa • Jan 06
CRWD: Q3 Net New ARR Execution Will Drive AI Security Upside
Analysts lifted our CrowdStrike fair value estimate from US$600.50 to US$692.37, reflecting Street price target increases into the US$580 to US$706 range, supported by partner checks, reseller surveys, expected Q3 net new ARR strength, and continued interest in cybersecurity names tied to AI trends. Analyst Commentary Bullish analysts have been moving targets higher across the board, with fresh work on channel checks, reseller surveys, and AI related demand all feeding into a more constructive view on CrowdStrike ahead of upcoming Q3 results.Actualización de narrativa • Dec 15
CRWD: Elevated Expectations For AI Security May Trigger Future Multiple Compression
Analysts have raised their fair value estimate for CrowdStrike Holdings to approximately $416 from about $363, citing broadly higher Street price targets. These targets are underpinned by expectations for sustained net new annual recurring revenue momentum, improving profitability, and durable double digit long term growth supported by AI driven security demand.Actualización de narrativa • Dec 01
CRWD: Future Performance Will Reflect AI Expansion And Competitive Industry Dynamics
CrowdStrike Holdings saw its analyst price target increase from approximately $519 to $533. Analysts cited ongoing momentum in annual recurring revenue and positive channel checks as reasons for heightened expectations.Actualización de narrativa • Nov 17
CRWD: Future Performance Will Hinge On AI Expansion Amid Competitive Pressures
CrowdStrike Holdings' fair value estimate has been raised by analysts from approximately $506 to $519 per share. This reflects increased confidence in the company's growth prospects, and strong recent channel checks support higher price targets across Wall Street.Actualización de narrativa • Nov 01
CRWD: AI Expansion And Security Consolidation Will Sustain Demand Amid Competitive Risks
CrowdStrike Holdings' analyst price target was raised slightly to approximately $506, reflecting ongoing momentum in cybersecurity demand as well as analysts' increased confidence in the company's growth trajectory and product innovation. Analyst Commentary Recent research notes show that sentiment among Wall Street analysts remains largely positive on CrowdStrike Holdings, although some caution persists regarding valuation and near-term risks.Actualización de narrativa • Oct 18
Falcon Flex And AI Capabilities Will Strengthen Future Position In Cloud Security Market
CrowdStrike Holdings' fair value estimate edged higher to $498.91 from $495.45. Analysts cite continued momentum in deal flow, expanding product opportunities, and a growing pipeline as supporting factors for the modest price target increase.Actualización de narrativa • Oct 04
Falcon Flex And AI Capabilities Will Strengthen Future Position In Cloud Security Market
CrowdStrike Holdings' analyst price target has been raised from approximately $482 to $495. Analysts cite renewed momentum, accelerating growth prospects, and strengthening competitive positioning for the company.Actualización de narrativa • Sep 19
Falcon Flex And AI Capabilities Will Strengthen Future Position In Cloud Security Market
Analysts raised CrowdStrike’s price target to $481.53 (+2.6%) driven by optimism around its expanding AI and security portfolio, long-term ARR growth targets, supportive guidance, and strong customer demand, despite some caution regarding near-term ARR flow-through and revenue translation. Analyst Commentary Bullish analysts cited CrowdStrike’s expanding product portfolio—especially into AI, identity, and agentic solutions—as accelerating growth vectors and supporting premium valuation multiples.Actualización de narrativa • Aug 29
Falcon Flex And AI Capabilities Will Strengthen Future Position In Cloud Security Market
Analysts have modestly lowered their price target for CrowdStrike Holdings to $468.95, citing mixed revenue outperformance and questions around the translation of strong net-new ARR into long-term growth, despite continued momentum in key segments and robust cybersecurity demand. Analyst Commentary Net-new annual recurring revenue (ARR) growth remains a bright spot, particularly in Cloud Security, Next-Gen Identity, and SIEM, driving optimism for sequential ARR acceleration and positioning Flex as a future growth lever.Análisis de la situación financiera
Pasivos a corto plazo: Los activos a corto plazo ($6.3B) de CRWD superan a sus pasivos a corto plazo ($4.1B).
Pasivo a largo plazo: Los activos a corto plazo de CRWD ($6.3B) superan a sus pasivos a largo plazo ($2.5B).
Historial y análisis de deuda-patrimonio
Nivel de deuda: CRWD tiene más efectivo que su deuda total.
Reducción de la deuda: El ratio deuda-patrimonio de CRWD ha pasado de 86.5% a 16% en los últimos 5 años.
Hoja de balance
Análisis de cash runway
En el caso de las empresas que de media han sido deficitarias en el pasado, evaluamos si tienen al menos 1 año de cash runway.
Cash runway estable: Aunque no es rentable CRWD tiene suficiente cash runway para más de 3 años si mantiene su actual nivel positivo de flujo de caja libre.
Pronóstico de cash runway: CRWD no es rentable pero tiene suficiente cash runway para más de 3 años, debido a que el flujo de caja libre es positivo y crece un 27.5% al año.
Descubre empresas con salud financiera
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/07/06 23:52 |
| Precio de las acciones al final del día | 2026/07/06 00:00 |
| Beneficios | 2026/04/30 |
| Ingresos anuales | 2026/01/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
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| Propiedad | 10 años |
| |
| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
CrowdStrike Holdings, Inc. está cubierta por 70 analistas. 51 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Adam Shepherd | Arete Research Services LLP |
| Ellie Bagshaw | Arete Research Services LLP |
| Shrenik Kothari | Baird |