NASDAQ:CRWD
CrowdStrike Holdings (CRWD)
Financials 
Technical Analysis 
Sep 13, 2026, 12:00 amThis 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.
This could be a buying opportunity. He's regretted not buying this in the past. The CEO is great and will get through this crisis. Yes, they are a market leader in mobiles and PCs, but the valuation remains too high for him at 19x sales. Deserved, because it's the belle of the ball. He bought Fortinet and Checkpoint instead.
Valuations in cybersecurity are high. He waited a long time and recently bought it at $300. He is a long-term investor. CRWD is the leader in this space. Was just added to the S&P, and they just unveiled their AI offering which accounts for nearly 25% of their revenues. But, this has to grow into its high valuation. He bought a half position.
(Analysts’ price target is $400.71)
Gordon Reid
Decent runway. Moved to subscription-based model. Involved in corporate workload security and the cloud. Falcon ID protection and log management. Blew it out of the park on top and bottom in March, guided higher on revenue and earnings. Buy here around $321, more closer to $300, under $300 would be a great buy.
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Premium contentCrowdstrike is the leader in cloud-delivered next-generation endpoint protection. crowdstrike has revolutionized endpoint protection by being the first and only company to unify next-generation antivirus (av), endpoint detection and response (edr), and a 24/7 managed hunting service — all delivered via a single lightweight agent. many of the world’s largest organizations already put their trust in crowdstrike, including three of the 10 largest global companies by revenue, five of the 10 largest financial institutions, three of the top 10 health care providers, and three of the top 10 energy companies. we stop breaches. learn more: https://www.crowdstrike.com/. follow us on twitter, @crowdstrike and our blog: https://www.crowdstrike.com/blog/. Social media mentions are up 500% in the past 24h.
Grand opportunity today, rolled over 10%. He wants to add to his position, but is waiting for all the short-dated options to be dealt with. Tomorrow or Friday will probably be good days to step in. 12-month price target of $320.
Kim Bolton
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It's expensive at 78x forward PE. He owns PANW instead trades at 58x. Today's outage is very concerning. There could be government intervention -- how does that weigh on the space? But cybersecurity spending will continue. Let the dust settle. Don't buy now.