CrowdStrike Holdings Gestione
Criteri Gestione verificati 2/4
CrowdStrike Holdings Il CEO è George Kurtz, nominato in Nov2011, e ha un mandato di 14.58 anni. la retribuzione annua totale è $ 247.58M, composta da 0.4% di stipendio e 99.6% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 1.36% delle azioni della società, per un valore di $ 2.34B. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 4 anni e 12.9 anni.
Informazioni chiave
George Kurtz
Amministratore delegato
US$247.6m
Compenso totale
| Percentuale dello stipendio del CEO | 0.44% |
| Mandato del CEO | 14.6yrs |
| Proprietà del CEO | 1.4% |
| Durata media del management | 4yrs |
| Durata media del Consiglio di amministrazione | 12.9yrs |
Aggiornamenti recenti sulla gestione
Recent updates
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 Alpha
Aggiornamento della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • Jul 21
Is CrowdStrike Holdings (NASDAQ:CRWD) Using Debt In A Risky Way?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Apr 30 2026 | n/a | n/a | -US$30m |
| Jan 31 2026 | US$248m | US$1m | -US$163m |
| Oct 31 2025 | n/a | n/a | -US$304m |
| Jul 31 2025 | n/a | n/a | -US$287m |
| Apr 30 2025 | n/a | n/a | -US$162m |
| Jan 31 2025 | US$35m | US$1m | -US$15m |
| Oct 31 2024 | n/a | n/a | US$127m |
| Jul 31 2024 | n/a | n/a | US$170m |
| Apr 30 2024 | n/a | n/a | US$132m |
| Jan 31 2024 | US$47m | US$950k | US$72m |
| Oct 31 2023 | n/a | n/a | -US$12m |
| Jul 31 2023 | n/a | n/a | -US$93m |
| Apr 30 2023 | n/a | n/a | -US$151m |
| Jan 31 2023 | US$37m | US$900k | -US$183m |
| Oct 31 2022 | n/a | n/a | -US$178m |
| Jul 31 2022 | n/a | n/a | -US$173m |
| Apr 30 2022 | n/a | n/a | -US$181m |
| Jan 31 2022 | US$148m | US$750k | -US$235m |
| Oct 31 2021 | n/a | n/a | -US$212m |
| Jul 31 2021 | n/a | n/a | -US$186m |
| Apr 30 2021 | n/a | n/a | -US$158m |
| Jan 31 2021 | US$21m | US$550k | -US$93m |
| Oct 31 2020 | n/a | n/a | -US$102m |
| Jul 31 2020 | n/a | n/a | -US$113m |
| Apr 30 2020 | n/a | n/a | -US$135m |
| Jan 31 2020 | US$1m | US$450k | -US$142m |
Compensazione vs Mercato: La retribuzione totale di George ($USD 247.58M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.56M ).
Compensazione vs guadagni: La retribuzione di George è aumentata nonostante l'azienda non sia redditizia.
AMMINISTRATORE DELEGATO
George Kurtz (55 yo)
14.6yrs
Mandato
US$247,579,143
Compensazione
Mr. George R. Kurtz is Independent Director of Armadin, Inc. from April 27, 2026. Mr. Kurtz is Member of International Advisory Board of Banco Santander, S.A. He is Executive-in-Residence of Warburg Pincus...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Co-Founder | 14.6yrs | US$247.58m | 1.36% $ 2.3b | |
| President | 3.3yrs | US$33.63m | 0.15% $ 265.6m | |
| Chief Financial Officer | 10.8yrs | US$17.38m | 0.15% $ 249.7m | |
| Co-Founder | 14.6yrs | Nessun dato | Nessun dato | |
| Chief Accounting Officer | 4.2yrs | Nessun dato | 0.022% $ 38.1m | |
| Chief Technology Officer | 3.4yrs | Nessun dato | Nessun dato | |
| Chief Information Officer | no data | Nessun dato | Nessun dato | |
| Vice President of Investor Relations & Strategic Finance | no data | Nessun dato | Nessun dato | |
| Chief Legal Officer | no data | Nessun dato | Nessun dato | |
| Chief Communications Officer | 1.1yrs | Nessun dato | Nessun dato | |
| Chief Marketing Officer | 3.8yrs | Nessun dato | Nessun dato | |
| Chief Human Resources Officer | no data | Nessun dato | Nessun dato |
4.0yrs
Durata media
51yo
Età media
Gestione esperta: Il team dirigenziale di CRWD è considerato esperto (durata media dell'incarico 4 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Co-Founder | 14.6yrs | US$247.58m | 1.36% $ 2.3b | |
| Independent Director | 12.8yrs | US$328.01k | 0.31% $ 530.0m | |
| Independent Director | 12.9yrs | US$338.74k | 0.0083% $ 14.3m | |
| Independent Director | 7.8yrs | US$396.04k | 0.0072% $ 12.4m | |
| Independent Director | 14.5yrs | US$323.59k | 0.027% $ 46.3m | |
| Independent Chairman | 14.2yrs | US$429.77k | 0.030% $ 51.6m | |
| Independent Director | 5.6yrs | US$330.63k | 0.0034% $ 5.9m | |
| Director | 3.4yrs | US$379.95k | 0.030% $ 51.0m |
12.9yrs
Durata media
63yo
Età media
Consiglio di amministrazione esperto: Il consiglio di amministrazione di CRWD è composto da personale esperto e esperto (durata media dell'incarico 12.9 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/23 03:57 |
| Prezzo dell'azione a fine giornata | 2026/06/23 00:00 |
| Utili | 2026/04/30 |
| Utili annuali | 2026/01/31 |
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.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* 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.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
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.
| Analista | Istituzione |
|---|---|
| Ellie Bagshaw | Arete Research Services LLP |
| Shrenik Kothari | Baird |
| Saket Kalia | Barclays |