Added to YB: 2025-12-10
Pitch date: 2025-12-06
CRWD [neutral]
CrowdStrike Holdings, Inc.
+90.7%
current return
Author Info
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Company Info
CrowdStrike Holdings, Inc. provides cybersecurity solutions in the United States and internationally.
Market Cap
$269.9B
Pitch Price
$128.25
Price Target
522.00 (+113%)
Dividend
N/A
EV/EBITDA
1.8K
P/E
7.1K
EV/Sales
49.24
Sector
Software
Category
growth
Crowdstrike – Is it Really Worth 27x Sales and 140x Earnings?
CRWD (earnings): Q3 beat w/ 22% revenue growth accelerating, record $265M net new ARR (+73% YoY). Falcon Flex driving adoption w/ 200% ARR growth, 10% customers re-flexing avg 5 months early. Strong SIEM traction, AWS partnership. 21% op margin expanding to 28-32% by FY29. $10B ARR by 2031 vs $4.9B today. Premium valuation at 27x sales limits upside - Hold, accumulate below $400.
Read full article (13 min)