CrowdStrikeCRWD
About: CrowdStrike is a cloud-based cybersecurity company specializing in next-generation security verticals such as endpoint, cloud workload, identity, and security operations. CrowdStrike's primary offering is its Falcon platform that offers a proverbial single pane of glass for an enterprise to detect and respond to security threats attacking its IT infrastructure. The Texas-based firm was founded in 2011 and went public in 2019.
Employees: 9,219
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
33% more repeat investments, than reductions
Existing positions increased: 673 | Existing positions reduced: 507
4% less funds holding
Funds holding: 1,607 [Q2] → 1,535 (-72) [Q3]
7.1% less ownership
Funds ownership: 76.7% [Q2] → 69.6% (-7.1%) [Q3]
23% less first-time investments, than exits
New positions opened: 245 | Existing positions closed: 317
28% less call options, than puts
Call options by funds: $4.71B | Put options by funds: $6.51B
33% less capital invested
Capital invested by funds: $67.8B [Q2] → $45.2B (-$22.6B) [Q3]
55% less funds holding in top 10
Funds holding in top 10: 53 [Q2] → 24 (-29) [Q3]
Research analyst outlook
38 Wall Street Analysts provided 1 year price targets over the past 3 months
38 analyst ratings
Stifel Adam Borg 75% 1-year accuracy 18 / 24 met price target | 7%upside $375 | Buy Maintained | 20 Nov 2024 |
CICC | 16%downside $295 | Market Perform Initiated | 18 Nov 2024 |
Truist Securities Joel Fishbein 62% 1-year accuracy 21 / 34 met price target | 7%upside $375 | Buy Maintained | 18 Nov 2024 |
Barclays Saket Kalia 61% 1-year accuracy 25 / 41 met price target | 6%upside $372 | Overweight Maintained | 18 Nov 2024 |
Morgan Stanley Hamza Fodderwala 88% 1-year accuracy 14 / 16 met price target | 1%upside $355 | Overweight Maintained | 18 Nov 2024 |
Financial journalist opinion
Based on 57 articles about CRWD published over the past 30 days
