CrowdStrike Holdings Inc. NASDAQ: CRWD stock is having a run in 2025 that's eerily similar to that of Palantir Technologies Inc. NASDAQ: PLTR. CRWD stock is up “only” about 40% this year.
Crowdstrike's Falcon Flex drove $774 million in Q1 bookings, marking over 6x YoY growth and $3.2 billion in total deal value. The average Flex client contract exceeds $1 million ARR, with one Fortune 100 firm expanding 8x to $100 million+. 75% of Flex contracts are already deployed, and 39 clients re-Flexed within five months, signaling rapid platform adoption.
With Charlotte AI leading SOC automation and customer growth, CRWD deepens its push into agentic cybersecurity leadership.
CRWD's Next-Gen SIEM, now integrated with OverWatch, posts 100% ARR growth as demand surges.
CrowdStrike's recent rally has occurred overly fast and furious, since its robust ARR and multi-year backlog growth have yet to be translated to its bottom-lines. With the stock trading at notable premiums compared to the historical trends and its cybersecurity peers, we maintain our belief that there is a minimal margin of safety here. Metrics are also pointing to CRWD's seemingly overbought positions, with the normalization in market sentiments potentially triggering double-digit corrections.
CrowdStrike's Falcon platform is essential as cyberattack capabilities intensify due to advanced technology; despite the high valuation (~28x sales), sustained 20%+ revenue growth and solid retention justify long-term investment confidence. AI-driven Falcon distinguishes CRWD from peers like Palo Alto and SentinelOne, successfully integrating security across endpoints, cloud, and identity. Disciplined capital allocation and strong cash flow generation (~$1.1B TTM) reflect meticulous management; investors should wait for pullbacks but expect robust returns from secular cybersecurity tailwinds.
CRWD jumps 52% in 3 months as Falcon Flex and AI-native tools drive demand, but rising costs cloud the outlook.
CrowdStrike (CRWD) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Share prices of CrowdStrike (CRWD 1.20%) sank after the company reported further deceleration of its revenue growth and maintained its full-year revenue guidance. Despite the share-price decline and the cybersecurity company's forecast disappointing investors for the second time in 2025, the stock still trades up nearly 37% on the year, as of this writing.
I maintain a hold rating on CrowdStrike due to its ultra-high valuation, lackluster earnings, and just-okay forward guidance. CrowdStrike's current valuation—about 30x sales and a forward P/E near 100—is difficult to justify given recent revenue misses and modest guidance. While CrowdStrike remains the top cybersecurity stock, competition is intensifying and growth must accelerate to support its premium price.
'Mad Money' host Jim Cramer is joined by CrowdStrike co-founder and CEO George Kurtz to discuss the inquires from the Department of Justice and the Securities and Exchange Commission, company's latest financials and more.
Major U.S. equities indexes finished Wednesday mixed after a report showed job creation by private employers hitting a two-year low in April, prompting President Donald Trump to reiterate calls for interest-rate cuts by the Federal Reserve.