CrowdStrikeCRWD
CRWD
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: 9,666
0
Funds holding %
of 6,809 funds
0
Analysts bullish %
of 26 analysts
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
32% more repeat investments, than reductions
Existing positions increased: 676 | Existing positions reduced: 513
4% less funds holding
Funds holding: 1,610 [Q2] → 1,547 (-63) [Q3]
7.05% less ownership
Funds ownership: 76.74% [Q2] → 69.69% (-7.05%) [Q3]
20% less first-time investments, than exits
New positions opened: 248 | Existing positions closed: 311
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: $67.9B [Q2] → $45.3B (-$22.6B) [Q3]
55% less funds holding in top 10
Funds holding in top 10: 53 [Q2] → 24 (-29) [Q3]
Research analyst outlook
26 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$285
22%
downside
Avg. target
$382
5%
upside
High target
$450
24%
upside
26 analyst ratings
23 positive
88%
3 neutral
12%
0 negative
0%
Goldman Sachs Gabriela Borges 69% 1-year accuracy 18 / 26 met price target | 14%upside $415 | Buy Maintained | 24 Dec 2024 |
Jefferies Joseph Gallo 54% 1-year accuracy 7 / 13 met price target | 24%upside $450 | Buy Maintained | 19 Dec 2024 |
Stifel Adam Borg 68% 1-year accuracy 19 / 28 met price target | 10%upside $400 | Buy Maintained | 18 Dec 2024 |
JP Morgan Brian Essex 68% 1-year accuracy 19 / 28 met price target | 15%upside $418 | Overweight Maintained | 16 Dec 2024 |
Wells Fargo Andrew Nowinski 65% 1-year accuracy 24 / 37 met price target | 10%upside $400 | Overweight Maintained | 27 Nov 2024 |
Financial journalist opinion
Based on 77 articles about CRWD published over the past 30 days
Positive
Seeking Alpha
2 days ago
CrowdStrike: A Masterclass In Innovation And Sales
CrowdStrike is a 'Strong buy' due to robust fundamentals, including massive industry tailwinds, capable management, and a strong financial position. The company recently surpassed over $1 billion in quarterly sales for the first time in its history and delivered a significant EBITDA improvement. CRWD's valuation is attractive, with a fair share price of $398, indicating a 10% undervaluation and strong future growth potential.
Positive
Schwab Network
2 days ago
NFLX Hike Ahead of NFL Games, CRWD Gets Bullish Call, X Steel Deal Decision Incoming
In his final days occupying the Oval Office, President Biden is reportedly reviewing the Nippon Steel takeover deal for U.S. Steel (X). Meanwhile, Netflix (NFLX) gets a huge price target hike at Keybanc.
Positive
The Motley Fool
5 days ago
Here Is My Top Cybersecurity Stock for 2025
Cybersecurity is one of the most lucrative corners of the market to invest in. If the economy goes through a downturn, these companies would still be set up for success, as cybersecurity is one area of software where businesses can't afford to skimp out on spending.
Positive
The Motley Fool
5 days ago
My Top 10 Stocks to Buy for 2025
It's that time of year again. I'm not referring to buying gifts and preparing holiday meals -- although that may be part of your agenda too.
Positive
The Motley Fool
6 days ago
CrowdStrike vs SentinelOne: Which Cybersecurity Stock Will Outperform in 2025?
Cybersecurity was a big news topic in 2024, and largely for the wrong reasons. While there continues to be a number of high-profile security breaches, the biggest incident of 2024 was a CrowdStrike (CRWD 0.53%) outage that was felt around the globe.
Neutral
Business Wire
1 week ago
CrowdStrike and SHI International Surpass $1 Billion in Sales
AUSTIN, Texas--(BUSINESS WIRE)--CrowdStrike (NASDAQ: CRWD) today announced it is the first and fastest pure play SaaS cybersecurity vendor to exceed $1 billion in total sales with SHI International, a leading global provider of innovative technology solutions. The milestone demonstrates the strength and expertise of CrowdStrike's partner-first go-to-market strategy, delivering efficient growth at scale with IT's leading ecosystem partners. Together, CrowdStrike and SHI are transforming cybersec.
Neutral
Business Wire
1 week ago
CrowdStrike Named a Leader in the 2024 GigaOm Radar Report for Container Security
AUSTIN, Texas--(BUSINESS WIRE)--CrowdStrike (NASDAQ: CRWD) today announced it has been named a Leader in the 2024 GigaOm Radar Report for Container Security. The report recognized the innovation and leadership of CrowdStrike Falcon® Cloud Security, awarding it seven perfect scores across critical categories, including Flexibility, Interoperability, Lifecycle Security Management, Manageability, Registry Scanning, Scalability and Threat Intelligence. Kubernetes and containers are now the backbone.
Positive
Seeking Alpha
1 week ago
CrowdStrike: High Visibility And Longer Term Growth Acceleration
There is sequential growth acceleration in RPOs; a leading indicator of revenues, driven by customers' adoption of the Falcon Flex subscription. High visibility of a large pipeline is leading to upgrades in longer term revenue and earnings estimates by Wall St. Valuations are rich but acceptable given CrowdStrike's 'leader-of-leaders' market leadership and longer term visibility.
Positive
Schaeffers Research
1 week ago
Shares of CrowdStrike Stock Could Continue Climb
Shares of CrowdStrike Holdings Inc (NASDAQ:CRWD) have been on an uptrend since early August.
Neutral
CNBC
1 week ago
CrowdStrike moves to dismiss Delta Air Lines suit, citing contract terms
CrowdStrike moved Monday evening to dismiss Delta Air Lines' lawsuit around the July cybersecurity outage that led to canceled flights. CrowdStrike also argued in its filing that Georgia law prevents Delta from converting a breach of contract into tort claims.
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