CrowdStrike Holdings, Inc.
CRWD · NASDAQ
Company research
CrowdStrike Holdings, Inc. (NASDAQ: CRWD) is a leading cloud-native cybersecurity company founded in 2011 and headquartered in Austin, Texas, that reinvented endpoint protection for the cloud and artificial intelligence era. The company's flagship Falcon platform delivers comprehensive, AI-powered security across endpoints, cloud workloads, identities, and data through a software-as-a-service (SaaS) subscription model, offering 29 cloud modules spanning endpoint and cloud workload security, managed security services, threat intelligence, identity protection, IT operations management, and log management. CrowdStrike distributes its solutions globally through a direct sales force and an extensive network of channel partners, serving commercial enterprises and public-sector organizations across the Americas, EMEA, and APAC. Led by co-founder and CEO George Kurtz, the company has grown into one of the largest cybersecurity players in the industry, achieving $3.76 billion in total revenue in fiscal year 2025 and commanding a market capitalization of approximately $194 billion.
Research reports
Ultra Stock Analysis Pro · March 8, 2026CRWD Stock Analysis – Comprehensive Technical & Fundamental Analyst Report
Systematic, AI-assisted report that combines backtested technical signals, consensus analyst targets, and fundamental metrics to support a HOLD recommendation, citing roughly 15% upside to the $493.85 consensus target, strong revenue growth, and high institutional ownership but noting a premium valuation and only moderate risk‑reward dynamics. Key risks highlighted include elevated forward P/E and price‑to‑sales multiples, compressed operating margins, volatility around earnings catalysts, and competitive and regulatory pressures that could challenge the growth and profitability profile despite broadly bullish sell‑side sentiment.
Morningstar (via Firstrade) · October 23, 2025Morningstar Equity Analyst Report – CrowdStrike Holdings Inc Class A (CRWD)Deep, 20+‑page equity research report that views CrowdStrike as a leading endpoint and cloud security vendor with a narrow economic moat, strong land‑and‑expand dynamics, and long‑term margin expansion potential, but assigns a $330 fair value estimate versus a contemporaneous price around $500, characterizing the shares as overvalued despite a positive business outlook. The report stresses risks from rapid technological change, intense competition (including major cloud and cybersecurity vendors), potential missteps in executing growth and post‑outage remediation, and the inherent uncertainty of the cybersecurity sector, leading to a cautious stance on the stock even as it projects robust revenue, gross margin, and free‑cash‑flow growth over the coming decade.