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CRWD logo

CrowdStrike Holdings, Inc. Stock Price

NasdaqGS:CRWD Community·US$215.0b Market Cap
  • 7 Narratives written by author
  • 0 Comments on narratives written by author
  • 1197 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

CRWD Share Price Performance

US$0
-106.22 (-100.00%)
​
US$193.13
Fair Value
US$0
-106.22 (-100.00%)
​
Price US$0
Tue, 4 Aug 26
Fair ValueUS$193.13
Share Pricen/a

CRWD Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$193.13 8.1% 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
439users have followed this narrative
TA
Talos
Talos's
Fair Value
·
Fair Value US$637.28 67.2% undervalued intrinsic discount

The Digital Frontline Sentry – Speed is the New Armor

1users have liked this narrative
0users have commented on this narrative
56users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$256 18.4% undervalued intrinsic discount

Digital Transformation And Remote Work Will Empower Unified Cybersecurity Platforms

2users have liked this narrative
0users have commented on this narrative
36users have followed this narrative
CRWD logo
CrowdStrike Holdings
67.2% undervalued intrinsic discount

The Digital Frontline Sentry – Speed is the New Armor

View narrative
TA
Talos
Emerging Author
Talos
Updated 6 Jan
Read Narrative
CRWD logo
CrowdStrike Holdings
84.8% overvalued intrinsic discount

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

View narrative
GO
Goran_Damchevski
Goran_Damchevski
Published 11 Apr 2024
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CRWD logo
CrowdStrike Holdings
51.6% undervalued intrinsic discount

Even a breakdown cannot harm the best product.

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TO
Tokyo
Recommended Voice
Tokyo
Updated 18 Apr 2025
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CRWD logo
CrowdStrike Holdings
35.6% undervalued intrinsic discount

CRWD: Safeguarding the Digital Frontier with Cloud-Native Security and AI

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WA
WallStreetWontons
Published 14 Dec 2023
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CRWD logo
CrowdStrike Holdings
40.0% overvalued intrinsic discount

Intensifying Regulations And Rivalry Will Erode Future Prospects

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AN
AnalystLowTarget
AnalystLowTarget
Updated 3 Sep
Read Narrative
CRWD logo
CrowdStrike Holdings
8.1% overvalued intrinsic discount

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

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 4 Aug
Read Narrative
CRWD logo
CrowdStrike Holdings
18.4% undervalued intrinsic discount

Digital Transformation And Remote Work Will Empower Unified Cybersecurity Platforms

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 19 Aug
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

TA
Talos
CRWD logo

The Digital Frontline Sentry – Speed is the New Armor

Fair Value: US$637.28 67.2% undervalued intrinsic discount
56 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
1 likeusers have liked this narrative
TO
Tokyo
CRWD logo

Even a breakdown cannot harm the best product.

Fair Value: US$431.24 51.6% undervalued intrinsic discount
68 fair values setusers have set this as their fair value
1 commentusers have commented on this narrative
0 likesusers have liked this narrative
GO
Goran_Damchevski
CRWD logo

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

Fair Value: US$113.04 84.8% overvalued intrinsic discount
10 fair values setusers have set this as their fair value
2 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

High growth potential with excellent balance sheet.

2 Risks
2 Rewards
View Full Analysis

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 and with Snowflake to bring AI-native security and enterprise data at scale. Additionally, it has a partnership with Fortanix Inc. to combine its Falcon platform with Fortanix Confidential AI to provide an integrated solution for end-to-end AI security. The company was incorporated in 2011 and is headquartered in Austin, Texas.

Recent CRWD News & Updates

User avatar
Narrative Update • 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.

Recent updates

No updates

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