NASDAQ:CRWD

CrowdStrike Holdings (CRWD)

211.22
+8.68 (4.29%)
as of Aug 4, 2026, 8:00:00 pm Market Open.
209 watching
0
Investor Insights
star iconAug 5, 2026, 12:00 am

This summary was created by AI, based on 28 opinions in the last 12 months.

CrowdStrike Holdings (CRWD), a leader in the cybersecurity sector, is navigating a competitive landscape heightened by the increasing integration of AI in business environments. Recent reviews highlight a positive sentiment toward CRWD, particularly focusing on its strong earnings performance and potential for continued growth amid rising cybersecurity budgets driven by AI threats. Analysts expect a rebound in shares due to its solid earnings and improving balance sheet, even as concerns about high valuations linger. The stock has demonstrated resilience, with strong institutional buying and a significant increase in social media mentions, indicating growing interest among investors. However, many experts caution that CRWD remains expensive relative to its earnings potential, suggesting a careful stance toward buying positions.

consensus icon
Consensus
Positive
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Valuation
Overvalued
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Similar
PANW
BUY

They just reported a major top and bottom line beat and raised forecasts. A winner.

BUY

If you're going to buy just one cybersecurity company right now, buy this one.

BUY ON WEAKNESS

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.

BUY

Reported a great quarter a few weeks ago and announced a cloud partnership with Nvidia.

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TOP PICK

Crowdstrike 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.

BUY

Shares jumped more than 10% after reporting a top and bottom line beat and offered better than expected guidance for the quarter and full-year.

BUY

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.

COMMENT

You can own so many stocks and he didn't buy cybersecurity. Also, he wonders if and when tech giants like Microsoft, Alphabet and Apple will get into this space. PANW and Crowstrike have performed well though.

COMMENT

Next to semiconductors, cybersecurity is one of the great secular growth areas. Hacks are proliferating. An area you have to own. Cybersecurity covers huge government risk and business risk. Really strong secular growth for years to come.

WATCH

Powerful, lightweight solution. Leader in the group. Prefers it to FTNT.

BUY

An analyst recommend Palo Alto, Fortinet and Crowdstrike, citing tailwinds that continue to be increasing cyber-threats, SEC requiring companies to disclose hacks, and easier growth comps. Nothing new. He likes this space.

BUY

Was the 3rd-best Nasdaq stock in 2023. Up nearly 150%, purely on fundamental growth. Cybersecurity is the guaranteed secular bull market for the next 10 years. These companies can have a few soft quarters, but it's law that companies must announce cyber breaches. They must have cybersecurity. He's a long-time investor since 2020 and won't trade it. At an all-time high. It's not even in the S&P yet, but the stock is young.

BUY

It reported record annual recurring revenue yesterday and shares jumped as well as record free cash flow and record operating profits. They raised their full-year forecast.

BUY

It reports next week, and is a big holding of his. The market likes the cybersecurity space, so this is set up nicely.

BUY

Hit a 52-week high yesterday, but he sees further upside in the cybersecurity stocks.

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