CrowdStrike Holdings, Inc. provides cloud solutions for endpoint and cloud workload protection in the United States, Australia, Germany, India, Israel, Romania, and the United Kingdom. The company is headquartered in Sunnyvale, California.
| Revenue (TTM) | $5.40B |
| Gross Profit (TTM) | $4.06B |
| EBITDA | $106.86M |
| Operating Margin | -2.26% |
| Return on Equity | 1.46% |
| Return on Assets | -0.78% |
| Revenue/Share (TTM) | $5.33 |
| Book Value | $4.98 |
| Price-to-Book | 43.59 |
| Price-to-Sales (TTM) | 41.16 |
| EV/Revenue | 40.44 |
| EV/EBITDA | 515.37 |
| Quarterly Earnings Growth (YoY) | 533.00% |
| Quarterly Revenue Growth (YoY) | 25.80% |
| Shares Outstanding | $1.02B |
| Float | $1.01B |
| % Insiders | 1.34% |
| % Institutions | 77.52% |
Volatility is currently expanding
CrowdStrike's planned acquisitions of Fiddler AI and Dreadnode aim to strengthen Falcon's AI security capabilities and expand enterprise growth opportunities.
AI and semiconductor stocks sold off sharply Thursday as investors reassessed the data center build-out after Democrats won control of Congress. The election rout landed on an AI trade already under pressure from high interest rates, heavy capital spending and questions about returns.
Highflying cybersecurity names take a beating from broader market concerns as well as ‘Black October' infrastructure hacks and news about AI disruptors.
CrowdStrike's ARR growth targets are likely conservative, with expansion in Cloud Security, Next-Gen Identity, and SIEM driving higher-than-guided growth. AI-driven product modules offer incremental revenue potential, but competitive pressures from peers like Palo Alto Networks and Microsoft remain material. CRWD's free cash flow margins are robust, but high stock-based compensation leads to ongoing dilution, tempering net margin expansion and equity upside.
Wall Street's post-election retreat from AI trades has spread to software, and Palantir Technologies (NASDAQ:PLTR | PLTR Price Prediction) is taking one of the hardest blows. Palantir stock is at $155.28 in afternoon trading, down 10%.
CrowdStrike shares plunge 13.4% in a month. Slowing revenue growth, premium valuation and rising competition raise concerns about CRWD's outlook.
During the third quarter of 2026, the Polen 5Perspectives Growth Opportunities Composite Portfolio returned -6.2% net of fees compared to the 0.5% return of the Russell 3000 Growth Index. The top contributors to relative performance in the period were Twist Bioscience, CrowdStrike and Micron Technology (underweight). The most significant detractors from the Portfolio's relative performance in the quarter were Argan, Microsoft (underweight), and Bloom Energy.
CrowdStrike just signed two secret-priced deals at its Barcelona conference and flipped a new switch that lets humans shut down rogue AI agents cold.
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
Jim Cramer just told viewers to buy a cybersecurity stock after its CEO showed him what he called the holy grail of AI safety, but the product itself carries a significant warning buried in the fine print.
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