CrowdStrike Holdings, Inc. (CRWD)
CrowdStrike's Renewed Growth Opportunity Has Been Overbought
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 Q1: Alpha-Rich And Resilient Cybersecurity Domination
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.
CrowdStrike Stock Rises 52% in 3 Months: Time to Hold or Book Profits?
CRWD jumps 52% in 3 months as Falcon Flex and AI-native tools drive demand, but rising costs cloud the outlook.
CrowdStrike (CRWD) is Attracting Investor Attention: Here is What You Should Know
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.
CrowdStrike Stock Drops on Cautious Outlook -- Is This a Buying Opportunity?
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.
CrowdStrike Q1 Earnings: Why I'm Not Impressed
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.
Watch Jim Cramer's full interview with CrowdStrike CEO George Kurtz
'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.
S&P 500 Gains and Losses Today: Outlook Hits CrowdStrike Shares, Dollar Tree Stock Falls
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.
CrowdStrike Stock Dips on Guidance Miss: It May Rebound Fast
CrowdStrike Holdings Inc. NASDAQ: CRWD is down more than 6% after delivering its first quarter earnings report after the market closed on June 3. The company beat on the bottom line.
CrowdStrike: Time To Take Profits
CrowdStrike has rebounded from last year's PR issues, showing strong free cash flows and expanding annual recurring revenue. The company beat earnings expectations in Q1 FY26, driven by robust demand for its cybersecurity products, but missed on the top line. CrowdStrike's Q2'26 revenue outlook disappointed, causing shares to slide 8% in the pre-market.
CrowdStrike: Priced For Perfection, Not A Quarterly Miss
CrowdStrike's growth has sharply decelerated post-IT outage, with net new ARR and revenue growth rates falling below expectations. AI cybersecurity hype has fueled the stock price, but there's little evidence of AI-driven growth materializing in recent results or guidance. CrowdStrike announced a $1 billion share buyback amounting to less than 1% of the outstanding shares in an indication of the expensive valuation.
