CrowdStrike Holdings マネジメント
マネジメント 基準チェック /24
CrowdStrike Holdingsの CEO はGeorge Kurtzで、 Nov2011年に任命され、 の在任期間は 14.75年です。 の年間総報酬は$ 247.58Mで、 0.4%給与と99.6%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.83%を直接所有しており、その価値は$ 1.87B 。経営陣と取締役会の平均在任期間はそれぞれ4.1年と13年です。
主要情報
George Kurtz
最高経営責任者
US$247.6m
報酬総額
| CEO給与比率 | 0.44% |
| CEO在任期間 | 14.8yrs |
| CEOの所有権 | 0.8% |
| 経営陣の平均在職期間 | 4.1yrs |
| 取締役会の平均在任期間 | 13yrs |
経営陣の近況
Recent updates
ナラティブ更新 • 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.Seeking Alpha • Jul 24
CrowdStrike: Firmly In Bubble Territory
Summary CrowdStrike's stock has surged on the expectation of an AI-driven surge in demand for cybersecurity solutions. Revenue growth remains in the mid-20% range, though, and while AI, cloud, and identity are growth areas, module adoption is maturing, and net new ARR growth is only modest. Despite this, CRWD's revenue multiple has returned to SaaS bubble highs, raising the risk of a significant correction if sentiment shifts. Read the full article on Seeking Alpha
ナラティブ更新 • 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.
ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.CEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| 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$142m |
報酬と市場: Georgeの 総報酬 ($USD 247.58M ) は、 US市場 ($USD 14.47M ) の同規模の企業の平均を上回っています。
報酬と収益: Georgeの報酬は増加しましたが、会社は利益を上げていません。
CEO
George Kurtz (55 yo)
14.8yrs
在職期間
US$247,579,143
報酬
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...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Co-Founder | 14.8yrs | US$247.58m | 0.83% $ 1.9b | |
| President | 3.4yrs | US$33.63m | 0.15% $ 338.3m | |
| Chief Financial Officer | 10.9yrs | US$17.38m | 0.15% $ 332.9m | |
| Co-Founder | 14.8yrs | データなし | データなし | |
| Chief Accounting Officer | 4.3yrs | データなし | 0.021% $ 47.2m | |
| Chief Technology Officer | 3.6yrs | データなし | データなし | |
| Chief Information Officer | no data | データなし | データなし | |
| Vice President of Investor Relations & Strategic Finance | no data | データなし | データなし | |
| Chief Legal Officer | no data | データなし | データなし | |
| Chief Communications Officer | 1.3yrs | データなし | データなし | |
| Chief Marketing Officer | 3.9yrs | データなし | データなし | |
| Chief Human Resources Officer | no data | データなし | データなし |
4.1yrs
平均在職期間
51yo
平均年齢
経験豊富な経営陣: CRWDの経営陣は 経験豊富 であると考えられます ( 4.1年の平均在職年数)。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Co-Founder | 14.8yrs | US$247.58m | 0.83% $ 1.9b | |
| Independent Director | 13yrs | US$328.01k | 0.31% $ 704.5m | |
| Independent Director | 13.1yrs | US$338.74k | 0.0085% $ 19.3m | |
| Independent Director | 7.9yrs | US$396.04k | 0.0074% $ 16.7m | |
| Independent Director | 14.7yrs | US$323.59k | 0.026% $ 58.1m | |
| Independent Chairman | 14.3yrs | US$429.77k | 0.030% $ 68.4m | |
| Independent Director | 5.8yrs | US$330.63k | 0.0036% $ 8.2m | |
| Director | 3.6yrs | US$379.95k | 0.030% $ 67.6m |
13.0yrs
平均在職期間
63yo
平均年齢
経験豊富なボード: CRWDの 取締役会 は経験豊富で 経験豊富 です ( 13年の平均在任期間)。
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/08/12 18:46 |
| 終値 | 2026/08/12 00:00 |
| 収益 | 2026/04/30 |
| 年間収益 | 2026/01/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
CrowdStrike Holdings, Inc. 51 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。70
| アナリスト | 機関 |
|---|---|
| Ellie Bagshaw | Arete Research Services LLP |
| Adam Shepherd | Arete Research Services LLP |
| Shrenik Kothari | Baird |