CrowdStrike's Maturing Growth Profile Doesn't Warrant Triple Digits P/E Valuations
CrowdStrike remains extremely expensive despite the recent selloff, attributed to the projected deceleration in its growth profile in the low teens against the prior guidance of over ~80%. The same has been observed in its recent FY 2025 numbers, underscoring why it has had to play offensive through the Falcon Flex subscription model. For now, these efforts have already driven the somewhat stable TTM Dollar-Based Retention Rates and increased cross-selling through the expanding module adoption rates.
CrowdStrike's Relentless Growth Defies Skeptics
CrowdStrike surged 37% since July 2024, outperforming the market's 5% gain and proving its resilience and strong growth trajectory. Falcon Flex adoption expanded rapidly, with multi-module adoption growing 80% QoQ and total deal value reaching $2.5 billion. Charlotte AI accelerated threat response, reducing analysis time from 30 minutes to seconds and securing widespread enterprise adoption.
Stock Of The Day: Breakdown Or Reversal For CrowdStrike? (Updated)
CrowdStrike Holdings Inc. CRWD announced Thursday it signed a distribution agreement with Arrow Electronics, Inc. ARW to provide its Falcon cybersecurity platform.
CrowdStrike Shares Sink on Outlook. Should Investors Buy the Stock on the Dip?
CrowdStrike (CRWD -4.85%) shares tumbled after the company issued weak profitability guidance for fiscal year 2026 and saw spending from existing customers continue to decelerate. Shares of the cybersecurity company are up less than 6% over the past year as of this writing.
CrowdStrike Holdings, Inc. (CRWD) Morgan Stanley Technology, Media & Telecom Conference (Transcript)
CrowdStrike Holdings, Inc. (NASDAQ:CRWD ) Morgan Stanley Technology, Media & Telecom Conference March 6, 2025 10:45 AM ET Company Participants George Kurtz - CEO & Founder Conference Call Participants Keith Weiss - Morgan Stanley Keith Weiss Excellent. Thank you, everyone, for joining us.
CrowdStrike: Is FY 2026 A Lost Cause?
CrowdStrike's guidance for FY26 shows a significant slowdown in revenue growth, indicating issues moving past the bug heard 'round the world. Incentives and discounts have hurt margins, with hopes for a net new ARR reacceleration in the second half of FY26. Does this put FY26 out to pasture, forcing investors to look toward FY27 while dealing with a historically high stock?
CrowdStrike: Toxic Trifecta Forces A Temporary Downgrade To Sell
Despite CrowdStrike's strong Q4 and FY 2025 results, market perception led to a significant stock drop due to conservative future growth guidance. A trifecta of negative factors, including lower-than-expected growth estimates, an SEC and DOJ probe, and conservative FY 2026 guidance, has impacted CRWD's stock. I temporarily downgrade CRWD to Sell, recognizing that the stock is likely to move sideways with minimal gains through FY 2026.
CrowdStrike Stock Rises 5% After This Key Signal
CRWD reverses early decline and rises over 18 points after the alert
CrowdStrike Stock: Why the Drop, and Is It a Hidden Opportunity?
In this video, I will go over the recent updates regarding CrowdStrike (NASDAQ:CRWD). Watch the short video to learn more, consider subscribing, and click the special offer link below.
CrowdStrike CEO George Kurtz goes one-on-one with Jim Cramer
CrowdStrike Founder and CEO George Kurtz joins 'Mad Money' host Jim Cramer to talk quarterly results, the state of cybersecurity, Q1 guidance and more.
4 Cybersecurity Stocks in Focus Amid Rising Cyber Threats
As cyber threats continue to evolve and digital transformation accelerates, cybersecurity stocks are well-positioned to outperform the market.
Chart of the Day: Crowdstrike
Crowdstrike down today after reporting a weak earnings outlook. It's our Chart of the Day.
