NASDAQ:CRWD

CrowdStrike Holdings (CRWD)

206.74
-2.12 (1.02%)
as of Sep 11, 2026, 8:00:00 pm Market Open.
211 watching
0
Investor Insights
star iconSep 13, 2026, 12:00 am

This summary was created by AI, based on 31 opinions in the last 12 months.

CrowdStrike Holdings (CRWD) is at the forefront of the cybersecurity sector, bolstered by significant advancements in artificial intelligence, which have heightened awareness about cybersecurity threats. The company's recent earnings report showcased impressive results, surpassing both revenue and earnings expectations, leading to increased social media attention. Despite the positive momentum, some experts expressed concerns over the stock's high valuation relative to its earnings and revenue multiples, suggesting that it may be expensive. Nonetheless, the strong growth in annual recurring revenue and resilience in customer retention indicate confidence in the company's future prospects. Overall, while there's acknowledgment of CrowdStrike's leadership in cybersecurity, opinions vary regarding its current market value and future performance in a rapidly evolving technological landscape.

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Consensus
Bullish
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Valuation
Overvalued
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COMMENT

He is bullish on cybersecurity since the whole sector will see a big pickup in demand. Developments in AI will result in problems as related to cybersecurity. Risk management should lead to a pullback in AI stocks. Although Crowdstrike has done a great job and has a great reputation, he has no strong opinion, He suggests owning a cybersecurity ETF.

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TOP PICK

Wall Street hailed this report as a "historic moment" for cybersecurity, driven by the mass adoption of its artificial intelligence tools. The company posted total revenue of $1.47 billion (a 25.8% year-over-year increase), surpassing the $1.44 billion expected by analysts. Adjusted earnings per share came in at $0.31, beating the consensus forecast of $0.29 (figures adjusted following the 4-for-1 stock split in July). Social media mentions are up 600% in the past 24h.

HOLD

He's holding onto his large position as he battles this volatility. Their CTO left, which pressured shares. Customer retention remains strong, though. The stock will find its way higher after this earnings report.

BUY ON WEAKNESS

In the security space on the endpoint device management side. Generative AI is producing reams more data, which has to be protected. Around 40x PE, 7.5-8x revenue -- premium multiple. Pretty strong margins and growth profile. In the right space of adapting to AI. Expensive for a reason.

DON'T BUY

Trades at 15-20x revenue, so the market expects strong growth for five years without AI disruption or hiccups. Prefers MSFT at a much-lower PE.

TOP PICK

(The theme of today's Top Picks is cybersecurity, which is going to be big deal. All of the AI systems will have to be made more secure. Each of today's picks has already had a good run.)

12-month price target of $192. Scale in and buy some here today, some more in the low $170s, and the final tranche in the low $160s. Very competitive area, but its advantage is its global reach. No dividend.

(Analysts’ price target is $198.26)
BUY

Their 4-for-1 split took effect today. Cybersecurity stocks are no longer treated like software. Their forward PE is 127x. Look at the software names more than the Mag 7.

BUY

Cloud services are using a lot of cybersecurity names, which reported good earnings. CRWD's balance sheet continues to improve.

PAST TOP PICK
(A Top Pick Jul 15/25, Up 45%)

He loves the cybersecurity space but the stock has become very expensive. He advises to take a trading position and trim. It went parabolic a couple of weeks ago so they sold 25% at $758

DON'T BUY

It's 90x EBITDA or revenue--either is lunacy. Where does it go from here? He can't buy it at these levels.

BUY

Just bought it. Though software is underperforming, cybersecurity is strong. He shouldn't have sold this last February. Is up 48% this year. He's buying the momentum now. Don't be afraid of price when momentum is such a factor.

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TOP PICK

In the last quarter, the company reported 1.12 USD per share, beating the 1.10 USD estimate by 1.73%. Revenue for the same period reached 1.31 B USD, despite the estimate of 1.30 B USD. For the next quarter, analysts expect 1.07 USD in earnings per share and 1.36 B USD in revenue. Social media mentions are up 244% in the past 24h.

BUY

It reports today. You can't replace CWRD with Anthropic for most companies.

BUY

He wants to get back into the cybersecurity space. AI threats are increasing cyber budgets for governments and businesses. It has secular growth. He will go back into PANW or CRWD.

BUY

Though the industry is moving fast, cybersecurity is not going away anytime soon. AI fears are overdone. All players will have to evolve by absorbing large language models into their offerings. Need to have some exposure, and this name is one of the top choices.

Showing 1 to 15 of 135 entries

CrowdStrike Holdings (CRWD) Frequently Asked Questions

What is CrowdStrike Holdings stock symbol?

CrowdStrike Holdings is a American stock, trading under the symbol CRWD (previously CRWD-Q on Stockchase) on the NASDAQ (CRWD). It is usually referred to as NASDAQ:CRWD or CRWD

Is CrowdStrike Holdings a buy or a sell?

In the last year, 28 stock analysts issued a Buy, Sell, or Hold rating on CRWD (previously CRWD-Q on Stockchase). 23 analysts recommended to BUY and 3 analysts recommended to SELL the stock. The latest stock analyst rating is TOP PICK. Read the latest stock experts' ratings for CrowdStrike Holdings.

Is CrowdStrike Holdings a good investment or a top pick?

CrowdStrike Holdings was recommended as a Top Pick by Andrey Omelchak on 2026-08-31. Read the latest stock experts ratings for CrowdStrike Holdings.

Why is CrowdStrike Holdings stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts' recommendations for CrowdStrike Holdings.

Is CrowdStrike Holdings worth watching?

CrowdStrike Holdings is followed by 211 investors on Stockchase and is a trending stock that is worth watching.

What is CrowdStrike Holdings stock price?

On 2026-09-11, CrowdStrike Holdings (CRWD) stock closed at a price of $206.74.

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4.4(28)
Based on 28 expert opinions: 23 buy 2 hold 3 sell