CrowdStrike Holdings, Inc.

Report azionario NasdaqGS:CRWD

Capitalizzazione di mercato: US$213.9b

CrowdStrike Holdings Salute del bilancio

Criteri Salute finanziaria verificati 5/6

CrowdStrike Holdings ha un patrimonio netto totale di $5.1B e un debito totale di $746.2M, che porta il suo rapporto debito/patrimonio netto a 14.5%. Le sue attività totali e le sue passività totali sono rispettivamente $12.0B e $6.9B.

Informazioni chiave

14.52%

Rapporto debito/patrimonio netto

US$746.22m

Debito

Indice di copertura degli interessin/a
ContantiUS$5.01b
Patrimonio nettoUS$5.14b
Totale passivitàUS$6.89b
Totale attivitàUS$12.03b

Aggiornamenti recenti sulla salute finanziaria

Nessun aggiornamento

Recent updates

Aggiornamento narrativa • Sep 03

CRWD: AI Security Optimism Will Eventually Collide With Fal Con Execution Risk

CrowdStrike Holdings' fair value estimate has been raised from $129.52 to $149.20 as analysts factor in higher long term AI driven security demand, reflected in a richer future P/E assumption alongside Street price target increases into upcoming Fal.Con and earnings events. Analyst Commentary Recent Street research around CrowdStrike Holdings has tilted more positive on long term AI driven security demand, yet not all commentary is bullish.
Seeking Alpha • Aug 31

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
Aggiornamento narrativa • Aug 19

CRWD: Frontier AI Security Demand Will Drive Future Upside Potential

CrowdStrike Holdings' analyst fair value estimate has edged up from $250.00 to $256.00 as analysts factor in stronger AI security demand, expanding platform adoption across areas like cloud and identity, and expectations for continued annual recurring revenue and margin performance around upcoming earnings events. Analyst Commentary Recent Street research around CrowdStrike Holdings has been broadly constructive, with many bullish analysts revisiting their valuation frameworks after Q1 and ahead of upcoming Q2 results.
Aggiornamento narrativa • Aug 04

CRWD: Future Returns Will Track AI Security Demand And Elevated Expectations

The CrowdStrike Holdings analyst price target has been reset from about $712 to roughly $193, with analysts largely pointing to sector wide multiple expansion tied to AI driven cybersecurity demand and a higher assumed future P/E multiple to support the new valuation framework. Analyst Commentary Recent Street research on CrowdStrike Holdings shows a wide range of price targets but a clear focus on AI driven security demand, platform breadth and the updated P/E framework that now anchors valuation closer to US$193 post split.
Aggiornamento narrativa • Jul 21

CRWD: AI Security Inflection And Record ARR Will Drive Future Upside

Analysts have raised their fair value estimate for CrowdStrike Holdings to $250, citing higher confidence in AI-driven cybersecurity demand, stronger annual recurring revenue expectations in the high 20% range, and an unchanged view of the company as a key consolidator in security platforms. Analyst Commentary Recent Street research on CrowdStrike Holdings points to a generally constructive tone, with many bullish analysts lifting price targets and highlighting AI driven security demand, platform consolidation, and recurring revenue visibility as key supports for the current valuation framework.
Aggiornamento narrativa • Jul 07

CRWD: AI Hype Around Security Demand Will Eventually Pressure Rich Multiples

Analysts have trimmed their blended price expectations for CrowdStrike Holdings to about $130 from roughly $380, reflecting modest tweaks to discount rates, slightly softer revenue growth assumptions, a small uplift in profit margin forecasts, and updated P/E multiples that incorporate recent target resets and stock-split adjusted models across the Street. Analyst Commentary Street research around CrowdStrike Holdings reflects strong interest in the stock, but also a growing split in opinion as some firms flag valuation, expectations, and execution risks despite generally constructive views on the cybersecurity and AI opportunity.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.

Analisi della posizione finanziaria

Passività a breve termine: Le attività a breve termine ( $7.0B ) di CRWD superano le sue passività a breve termine ( $4.4B ).

Passività a lungo termine: Le attività a breve termine di CRWD ( $7.0B ) superano le sue passività a lungo termine ( $2.5B ).

Storia e analisi del rapporto debito/patrimonio netto

Livello di debito: CRWD ha più liquidità del suo debito totale.

Riduzione del debito: Il rapporto debito/patrimonio netto di CRWD si è ridotto da 81.1% a 14.5% negli ultimi 5 anni.

Copertura del debito: Il debito di CRWD è ben coperto dal flusso di cassa operativo ( 270.2% ).

Copertura degli interessi: Dati insufficienti per determinare se i pagamenti degli interessi sul debito di CRWD siano ben coperti dall'EBIT.

Bilancio

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/09/11 03:57
Prezzo dell'azione a fine giornata2026/09/11 00:00
Utili2026/07/31
Utili annuali2026/01/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

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Fonti analitiche

CrowdStrike Holdings, Inc. è coperta da 71 analisti. 51 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Adam ShepherdArete Research Services LLP
Ellie BagshawArete Research Services LLP
Shrenik KothariBaird