CrowdStrike Holdings (CRWD) Stock Overview
Provides cybersecurity solutions in the United States and internationally. More details
| Snowflake Score | |
|---|---|
| Valuation | 0/6 |
| Future Growth | 5/6 |
| Past Performance | 2/6 |
| Financial Health | 5/6 |
| Dividends | 0/6 |
CRWD Community Fair Values
Create NarrativeSee what 955 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
CrowdStrike Holdings, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$237.65 |
| 52 Week High | US$250.32 |
| 52 Week Low | US$85.68 |
| Beta | 1.25 |
| 1 Month Change | 24.86% |
| 3 Month Change | 38.80% |
| 1 Year Change | 89.16% |
| 3 Year Change | 484.73% |
| 5 Year Change | 263.17% |
| Change since IPO | 1,538.97% |
Recent News & Updates
Narrative Update • Sep 17
CRWD: Frontier AI Security Demand Will Support Long Duration ARR Upside
CrowdStrike Holdings' analyst fair value estimate has been adjusted from $256.00 to about $295.41. This reflects analysts' updated price targets and models that emphasize the company's AI-driven security positioning, expanded product set and long term recurring revenue ambitions.Seeking Alpha • Sep 15
CrowdStrike: Insane Valuation Built On AI Hype With 165 P/E
Summary CrowdStrike is downgraded from Buy to Hold due to extreme valuation and limited margin of safety. Despite 26% annual revenue growth and strong AI-driven demand, CRWD trades at 165x FY27 P/E and 35x sales, reflecting hype over fundamentals. Stock-based compensation nearly offsets free cash flow, amplifying dilution concerns and making the current premium unsustainable. Hold is justified: upside is possible but unlikely; a macro-driven reset could offer a better entry if valuation reverts. Read the full article on Seeking AlphaRecent updates
Narrative Update • Sep 17
CRWD: Frontier AI Security Demand Will Support Long Duration ARR Upside
CrowdStrike Holdings' analyst fair value estimate has been adjusted from $256.00 to about $295.41. This reflects analysts' updated price targets and models that emphasize the company's AI-driven security positioning, expanded product set and long term recurring revenue ambitions.Seeking Alpha • Sep 15
CrowdStrike: Insane Valuation Built On AI Hype With 165 P/E
Summary CrowdStrike is downgraded from Buy to Hold due to extreme valuation and limited margin of safety. Despite 26% annual revenue growth and strong AI-driven demand, CRWD trades at 165x FY27 P/E and 35x sales, reflecting hype over fundamentals. Stock-based compensation nearly offsets free cash flow, amplifying dilution concerns and making the current premium unsustainable. Hold is justified: upside is possible but unlikely; a macro-driven reset could offer a better entry if valuation reverts. Read the full article on Seeking Alpha
Narrative Update • Sep 03
CRWD: AI Security Optimism Will Eventually Collide With Fal Con Execution Risk
CrowdStrike Holdings' fair value estimate has been raised from $129.52 to $149.20 as analysts factor in higher long term AI driven security demand, reflected in a richer future P/E assumption alongside Street price target increases into upcoming Fal.Con and earnings events. Analyst Commentary Recent Street research around CrowdStrike Holdings has tilted more positive on long term AI driven security demand, yet not all commentary is bullish.Narrative Update • Aug 19
CRWD: Frontier AI Security Demand Will Drive Future Upside Potential
CrowdStrike Holdings' analyst fair value estimate has edged up from $250.00 to $256.00 as analysts factor in stronger AI security demand, expanding platform adoption across areas like cloud and identity, and expectations for continued annual recurring revenue and margin performance around upcoming earnings events. Analyst Commentary Recent Street research around CrowdStrike Holdings has been broadly constructive, with many bullish analysts revisiting their valuation frameworks after Q1 and ahead of upcoming Q2 results.
Narrative Update • Aug 04
CRWD: Future Returns Will Track AI Security Demand And Elevated Expectations
The CrowdStrike Holdings analyst price target has been reset from about $712 to roughly $193, with analysts largely pointing to sector wide multiple expansion tied to AI driven cybersecurity demand and a higher assumed future P/E multiple to support the new valuation framework. Analyst Commentary Recent Street research on CrowdStrike Holdings shows a wide range of price targets but a clear focus on AI driven security demand, platform breadth and the updated P/E framework that now anchors valuation closer to US$193 post split.Narrative Update • Jul 21
CRWD: AI Security Inflection And Record ARR Will Drive Future Upside
Analysts have raised their fair value estimate for CrowdStrike Holdings to $250, citing higher confidence in AI-driven cybersecurity demand, stronger annual recurring revenue expectations in the high 20% range, and an unchanged view of the company as a key consolidator in security platforms. Analyst Commentary Recent Street research on CrowdStrike Holdings points to a generally constructive tone, with many bullish analysts lifting price targets and highlighting AI driven security demand, platform consolidation, and recurring revenue visibility as key supports for the current valuation framework.Narrative Update • Jul 07
CRWD: AI Hype Around Security Demand Will Eventually Pressure Rich Multiples
Analysts have trimmed their blended price expectations for CrowdStrike Holdings to about $130 from roughly $380, reflecting modest tweaks to discount rates, slightly softer revenue growth assumptions, a small uplift in profit margin forecasts, and updated P/E multiples that incorporate recent target resets and stock-split adjusted models across the Street. Analyst Commentary Street research around CrowdStrike Holdings reflects strong interest in the stock, but also a growing split in opinion as some firms flag valuation, expectations, and execution risks despite generally constructive views on the cybersecurity and AI opportunity.Narrative Update • Jun 23
CRWD: Future Returns Will Reflect AI Security Inflection And Lofty Expectations
Analysts have nudged the fair value estimate for CrowdStrike Holdings slightly higher to about $712, with updated models reflecting modestly stronger revenue growth, margins, and AI driven ARR guidance. This has pushed many Street price targets into the $700 to $825 range, even as some highlight valuation constraints.Narrative Update • Jun 07
CRWD: Future Returns Will Hinge On AI Security Inflection Versus Sky High Expectations
CrowdStrike's analyst fair value estimate has shifted from $535.33 to $707.47 as analysts factor in higher long term P/E assumptions and slightly stronger margin expectations, supported by Q1 earnings, raised FY27 ARR guidance, and growing AI driven cybersecurity demand highlighted across recent research. Analyst Commentary Street research around the latest Q1 print and FY27 outlook presents a mixed picture for CrowdStrike.Narrative Update • May 24
CRWD: Future Returns Will Depend On AI Security Hype Unwinding
Analysts have nudged the fair value estimate for CrowdStrike higher to about $535 per share from roughly $490, pointing to stronger channel checks around Falcon platform demand, platform consolidation and AI driven security use cases, partially balanced by modestly lower revenue growth and profit margin assumptions and a higher future P/E near 257x versus about 227x previously. Analyst Commentary Recent Street research around CrowdStrike clusters around two themes: the stock is being priced for strong execution on Falcon platform adoption, and there is an active debate about how much of that execution is already reflected in current valuation.Narrative Update • May 01
CRWD: AI Disruption Fears And Software Multiple Compression Will Cap Forward Upside
Analysts nudged their fair value estimate for CrowdStrike shares up by about $1 to $378.70 as they factor in Street research that highlights growing confidence in the company's growth avenues, AI driven security opportunities, and ongoing platform momentum, even as some price targets across the sector have been reset to reflect software multiple compression. Analyst Commentary Street research around CrowdStrike is broadly constructive, but a group of bearish analysts has been trimming price targets and flagging areas where expectations may be running ahead of themselves.Narrative Update • Apr 17
CRWD: AI Pullback Fears And Multiple Compression Will Restrain Platform Upside
Analysts nudged their price target on CrowdStrike higher to $377.36 from $374.82, citing updated models that reflect slightly stronger assumed revenue growth, modestly higher profit margins, and a small adjustment to the discount rate and future P/E after a series of Q4 reviews, target tweaks, and fresh bullish initiations across the Street. Analyst Commentary Street research around CrowdStrike has been active, with a mix of supportive views and more cautious resets.Narrative Update • Apr 02
CRWD: Future Performance Will Reflect AI Security Partnerships And Platform Share Gains
The analyst fair value estimate for CrowdStrike Holdings has been adjusted slightly lower by around $1 to $489.86, as analysts weigh sector wide multiple compression against company specific views on AI tailwinds, platform breadth, and ongoing share gains highlighted across recent upgrades and price target resets. Analyst Commentary Recent Street research around CrowdStrike reflects a mix of optimism on execution and AI driven product breadth, alongside a reset in valuations as software multiples compress across the sector.Narrative Update • Mar 19
CRWD: Future Performance Will Reflect AI Security Leadership In Next Generation SOC
CrowdStrike's updated analyst fair value estimate has moved to about $490 from roughly $547, as analysts reset price targets in the $440 to $525 range. They continue to highlight AI driven Security Operations Center opportunities, share gains in endpoint, and steady ARR trends as key parts of the thesis.Narrative Update • Mar 05
CRWD: AI Security Platform And Identity Expansion Will Temper Crowded Trade Fears
Narrative Update on CrowdStrike Holdings Our updated view reflects a lower analyst price target of $374.82, down from $414.96, as analysts recalibrate revenue growth, profit margin and future P/E assumptions, while still highlighting strong Q4 execution, resilient ARR trends and ongoing AI and platform tailwinds across recent research. Analyst Commentary Across recent research, you are seeing a mix of optimism on CrowdStrike's execution and platform, paired with a clear reset in expectations as many firms trim price targets.Narrative Update • Feb 18
CRWD: Future Performance Will Reflect AI Security Leadership And Expanding Identity Platform
Narrative Update: CrowdStrike Holdings The updated analyst price target for CrowdStrike edges higher to about $547 from roughly $533, as analysts factor in slightly stronger modeled revenue growth and profit margins, along with a more moderate future P/E assumption and mixed, but generally constructive, Street research around AI security positioning and recent rating changes. Analyst Commentary Recent research on CrowdStrike gives you a mixed but generally constructive picture, with several firms adjusting price targets and ratings as they reassess AI risk, software multiples, and security spending trends.Narrative Update • Feb 04
CRWD: AI Identity Focus And Crowded Trade Will Shape Future Market Perception
Analysts nudged their price expectations for CrowdStrike higher, with the updated fair value estimate now clustered around the mid $400s. This reflects survey based optimism on revenue growth, improving profit margins and a lower future P/E, offset by at least one more cautious stance on sector wide security spending and AI tailwinds.Narrative Update • Jan 21
CRWD: AI Identity Push And Crowded Trade Likely To Reshape Future Multiple
Analysts made a small adjustment to our CrowdStrike fair value estimate to about $415 per share from about $416, reflecting slightly higher modeled revenue growth, modestly stronger profitability, and slightly lower future P/E expectations in light of recent price target changes and mixed but generally constructive Street commentary. Analyst Commentary Recent Street research around CrowdStrike has been active, with most firms maintaining constructive views on the business while adjusting price targets within a relatively tight band.Narrative Update • Jan 06
CRWD: Q3 Net New ARR Execution Will Drive AI Security Upside
Analysts lifted our CrowdStrike fair value estimate from US$600.50 to US$692.37, reflecting Street price target increases into the US$580 to US$706 range, supported by partner checks, reseller surveys, expected Q3 net new ARR strength, and continued interest in cybersecurity names tied to AI trends. Analyst Commentary Bullish analysts have been moving targets higher across the board, with fresh work on channel checks, reseller surveys, and AI related demand all feeding into a more constructive view on CrowdStrike ahead of upcoming Q3 results.Narrative Update • Dec 15
CRWD: Elevated Expectations For AI Security May Trigger Future Multiple Compression
Analysts have raised their fair value estimate for CrowdStrike Holdings to approximately $416 from about $363, citing broadly higher Street price targets. These targets are underpinned by expectations for sustained net new annual recurring revenue momentum, improving profitability, and durable double digit long term growth supported by AI driven security demand.Shareholder Returns
| CRWD | US Software | US Market | |
|---|---|---|---|
| 7D | 15.0% | 1.2% | -0.2% |
| 1Y | 89.2% | -11.2% | 11.9% |
Return vs Industry: CRWD exceeded the US Software industry which returned -11.2% over the past year.
Return vs Market: CRWD exceeded the US Market which returned 11.9% over the past year.
Price Volatility
| CRWD volatility | |
|---|---|
| CRWD Average Weekly Movement | 10.2% |
| Software Industry Average Movement | 9.4% |
| Market Average Movement | 6.8% |
| 10% most volatile stocks in US Market | 15.0% |
| 10% least volatile stocks in US Market | 2.9% |
Stable Share Price: CRWD has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: CRWD's weekly volatility (10%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2011 | 11,706 | George Kurtz | www.crowdstrike.com |
CrowdStrike Holdings, Inc. provides cybersecurity solutions in the United States and internationally. Its unified platform provides cloud-delivered protection of endpoints, cloud workloads, identity, and data through a software as a service (SaaS) subscription-based model. The company offers corporate endpoint and cloud workload security, managed security, security and vulnerability management, IT operations management, identity protection, threat intelligence, data protection, SaaS security posture management, and AI powered workflow automation, and securing generative AI workload services, as well as security orchestration, automation, and response; and security information and event management, and log management services.
CrowdStrike Holdings, Inc. Fundamentals Summary
| CRWD fundamental statistics | |
|---|---|
| Market cap | US$243.86b |
| Earnings (TTM) | US$45.00m |
| Revenue (TTM) | US$5.40b |
5,420x
P/E Ratio45.2x
P/S RatioIs CRWD overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| CRWD income statement (TTM) | |
|---|---|
| Revenue | US$5.40b |
| Cost of Revenue | US$1.34b |
| Gross Profit | US$4.06b |
| Other Expenses | US$4.01b |
| Earnings | US$45.00m |
Last Reported Earnings
Jul 31, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 0.044 |
| Gross Margin | 75.19% |
| Net Profit Margin | 0.83% |
| Debt/Equity Ratio | 14.5% |
How did CRWD perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/09/19 03:19 |
| End of Day Share Price | 2026/09/18 00:00 |
| Earnings | 2026/07/31 |
| Annual Earnings | 2026/01/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
|
|
| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
|
* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
CrowdStrike Holdings, Inc. is covered by 73 analysts. 51 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Adam Shepherd | Arete Research Services LLP |
| Ellie Bagshaw | Arete Research Services LLP |
| Shrenik Kothari | Baird |