CrowdStrike Holdings Förvaltning
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CrowdStrike Holdings VD är George Kurtz, utsedd i Nov 2011, har en mandatperiod på 14.5 år. totala årliga ersättningen är $ 247.58M, bestående av 0.4% lön 99.6% bonusar, inklusive företagsaktier och optioner. äger direkt 0.86% av företagets aktier, värda $ 1.27B. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 3.9 år respektive 12.8 år.
Viktig information
George Kurtz
Verkställande direktör
US$247.6m
Total ersättning
| VD-lön i procent | 0.44% |
| Anställning som VD | 14.5yrs |
| Ägande av VD | 0.9% |
| Ledningens genomsnittliga anställningstid | 3.9yrs |
| Styrelsens genomsnittliga mandatperiod | 12.8yrs |
Senaste uppdateringar av ledningen
Recent updates
Seeking Alpha • May 10
CrowdStrike: Trimming Ahead Of Earnings Is The Right Move As AI Evolves (Rating Downgrade)
Summary CrowdStrike is downgraded to hold after a rapid 30% rebound, with shares now near intrinsic value. CRWD delivered strong Q4 results: 24% revenue growth, record $331M net new ARR, and robust free cash flow margins. Management projects FY 2027 revenue of $5.87–$5.93B, underpinned by rapid AI-native platform adoption and bullish long-term market opportunities. Valuation is now full; technicals are mixed but improved, with key support at $450 and resistance near all-time highs. Read the full article on Seeking Alpha
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.
Ny berättelse • Mar 01
CrowdStrike Holdings, Inc. (CRWD): The AI Sentinel – Defending the Digital Frontier in the 2026 "Arms Race"
CrowdStrike (CRWD) enters March 2026 as the linchpin of the cybersecurity industry, currently trading at $371.98 as of the February 27 close. The stock has experienced a volatile start to the year, retreating roughly 32% from its 52-week high of $566.90 due to broader valuation re-ratings in the software sector and a recent 9% plunge following its $740 million acquisition of identity-security startup SGNL.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Analys av ersättningar till VD
| Datum | Total ersättning | Lön | Företagets resultat |
|---|---|---|---|
| Jan 31 2026 | US$248m | US$1m | -US$163m |
| Oct 31 2025 | n/a | n/a | -US$314m |
| Jul 31 2025 | n/a | n/a | -US$297m |
| Apr 30 2025 | n/a | n/a | -US$172m |
| 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$142m |
Ersättning vs marknad: George s total kompensation ($USD 247.58M ) är över genomsnittet för företag av liknande storlek på US marknaden ($USD 14.81M ).
Ersättning vs inkomst: Ersättningen för George har ökat samtidigt som företaget är olönsamt.
VD OCH KONCERNCHEF
George Kurtz (54 yo)
14.5yrs
Anställning
US$247,579,143
Kompensation
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...
Ledningsgrupp
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| Co-Founder | 14.5yrs | US$247.58m | 0.86% $ 1.3b | |
| President | 3.2yrs | US$33.63m | 0.16% $ 233.9m | |
| Chief Financial Officer | 10.7yrs | US$17.38m | 0.15% $ 214.3m | |
| Co-Founder | 14.5yrs | inga uppgifter | inga uppgifter | |
| Chief Accounting Officer | 4.1yrs | inga uppgifter | 0.022% $ 32.7m | |
| Chief Technology Officer | 3.3yrs | inga uppgifter | inga uppgifter | |
| Chief Information Officer | no data | inga uppgifter | inga uppgifter | |
| Vice President of Investor Relations & Strategic Finance | no data | inga uppgifter | inga uppgifter | |
| Chief Legal Officer | no data | inga uppgifter | inga uppgifter | |
| Chief Communications Officer | 1yr | inga uppgifter | inga uppgifter | |
| Chief Marketing Officer | 3.7yrs | inga uppgifter | inga uppgifter | |
| Chief Human Resources Officer | no data | inga uppgifter | inga uppgifter |
3.9yrs
Genomsnittlig anställningstid
50yo
Genomsnittlig ålder
Erfaren ledning: CRWD s ledningsgrupp anses vara erfaren ( 3.9 års genomsnittlig anställningstid).
Styrelseledamöter
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| Co-Founder | 14.5yrs | US$247.58m | 0.86% $ 1.3b | |
| Independent Director | 12.8yrs | US$328.01k | 0.32% $ 475.4m | |
| Independent Director | 12.8yrs | US$338.74k | 0.0083% $ 12.2m | |
| Independent Director | 7.7yrs | US$396.04k | 0.0072% $ 10.6m | |
| Independent Director | 14.4yrs | US$323.59k | 0.034% $ 50.9m | |
| Independent Director | 8.4yrs | US$330.51k | 0.044% $ 64.5m | |
| Independent Chairman | 14.1yrs | US$429.77k | 0.034% $ 50.1m | |
| Independent Director | 5.5yrs | US$330.63k | 0.0034% $ 5.0m | |
| Director | 3.3yrs | US$379.95k | 0.030% $ 43.8m |
12.8yrs
Genomsnittlig anställningstid
63yo
Genomsnittlig ålder
Erfaren styrelse: CRWD s styrelse är rutinerade och erfaren ( 12.8 års genomsnittlig mandatperiod).
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/05/14 09:50 |
| Aktiekurs vid dagens slut | 2026/05/14 00:00 |
| Intäkter | 2026/01/31 |
| Årlig intjäning | 2026/01/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
CrowdStrike Holdings, Inc. bevakas av 72 analytiker. 52 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Ellie Bagshaw | Arete Research Services LLP |
| Shrenik Kothari | Baird |
| Saket Kalia | Barclays |