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: 9,666
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
32% more repeat investments, than reductions
Existing positions increased: 678 | Existing positions reduced: 514
4% less funds holding
Funds holding: 1,612 [Q2] → 1,549 (-63) [Q3]
7.06% less ownership
Funds ownership: 78.33% [Q2] → 71.28% (-7.06%) [Q3]
15% less first-time investments, than exits
New positions opened: 247 | Existing positions closed: 289
28% less call options, than puts
Call options by funds: $4.71B | Put options by funds: $6.54B
33% less capital invested
Capital invested by funds: $69.3B [Q2] → $46.3B (-$22.9B) [Q3]
55% less funds holding in top 10
Funds holding in top 10: 53 [Q2] → 24 (-29) [Q3]
Research analyst outlook
24 Wall Street Analysts provided 1 year price targets over the past 3 months
24 analyst ratings
Citigroup Fatima Boolani 64% 1-year accuracy 21 / 33 met price target | 18%upside $420 | Buy Maintained | 17 Jan 2025 |
Truist Securities Joel Fishbein 64% 1-year accuracy 48 / 75 met price target | 8%upside $385 | Buy Maintained | 7 Jan 2025 |
RBC Capital Matthew Hedberg 68% 1-year accuracy 147 / 216 met price target | 18%upside $420 | Outperform Maintained | 3 Jan 2025 |
Goldman Sachs Gabriela Borges 54% 1-year accuracy 15 / 28 met price target | 16%upside $415 | Buy Maintained | 24 Dec 2024 |
Jefferies Joseph Gallo 46% 1-year accuracy 6 / 13 met price target | 26%upside $450 | Buy Maintained | 19 Dec 2024 |
Financial journalist opinion
Based on 40 articles about CRWD published over the past 30 days