CrowdStrike Holdings (CRWD) Buy, Sell or Hold

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CrowdStrike Holdings (CRWD)

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671.02

-48.07 (6.68%)

as of Jun 5, 2026, 8:00:00 pm Market Open.

209 watching

Investor Insights

Jun 6, 2026, 12:00 am

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

CrowdStrike Holdings (CRWD) has demonstrated strong quarterly performance, reporting an earnings per share of $1.12, surpassing estimates. Despite being down 13% this year, the company's recent quarterly results reflect strong revenues and significant institutional interest. Social media buzz surrounding CRWD has surged by 244%, indicating increased investor interest. Experts view CRWD as a leading player in cybersecurity, despite concerns about AI disruptions. They emphasize that while the cybersecurity landscape is evolving rapidly, the need for these services will remain critical, and current market conditions may represent a buying opportunity for investors looking to capitalize on its long-term potential.

Consensus

Positive

Valuation

Overvalued

Similar

PANW

BUY ON WEAKNESS

He targets $170.50. This and Sentinel are the leaders in this sector. CRWD has the infrastructure to scale up. Are second only to Microsoft to execute. Own it here and add at $142 then $135 on pullbacks.

SELL

He bought this in early March at $126 and sold it today at $147. It's the least profitable cybersecurity stock and he's a little troubled by the rising move in interest rates, not peaking as he expected. So stocks like Crowdstrike will be challenged. This is a valuation trade, and he will buy Palo Alto and/or Fortinet at a lower price (they have lower valuations). Ring the register and take profits. Fortinet generates strong free cash flow, and also scores well in ROE and debt-to-equity. Maybe not a super balance sheet, but they have the flexibility to do the things they want, because they have profits today. So, they're less reliant on funding from the debt markets and less effected by rising rates.

BUY

They continue to execute. They were doing AI before it was cool. Enterprise spend is not as easy as in past years, but deals will still close just later.

DON'T BUY

A disappointment, underperforming Fortinet and Palo Alto. This hasn't captured more market share, though it saw a technical breakout a few weeks ago.

BUY ON WEAKNESS

Reported a good beat and raised forecast, but shares still fell. A mystery to him. Doesn't see it declining more.

Unspecified

It provides cloud delivered solutions and cloud workload protection which is becoming very important and a very good niche to be in. It was reluctant to provide guidance in the last report. It is capital intensive and spends heavily on sales and marketing.

(Analysts’ price target is $148.50)

DON'T BUY

Don't add if you already own. Tenable Holdings was down 10% yesterday, which signals sector headwinds ahead.

BUY

They wracked up huge gains when they peaked in late 2021, then plunged with the sector, bottoming last January after shedding 69% of value. Since then, they have boucned from $92 to $129. Yesterday they delivered a great quarter with beats on every key line and issued better guidance. Are confident about the future. They have never missed sales or earnings estimates, but this is a tricky time for fast-growing cybersecurity stocks.

DON'T BUY

Fallen dramatically. 10x revenue, no profitability in sight. For example, GOOG is at 4x revenue. Is it a great company? Yes, growing well, cybersecurity is front and centre. But is it a great stock? Too much future growth is priced in to the stock, still expensive.

PAST TOP PICK

(A Top Pick Dec 29/21, Down 49%) Cybersecurity. He owns a little less than a 1% position. One of leaders in endpoint and cloud workload protection. (Analysts’ price target is $180.70)

DON'T BUY

Good time to buy right now. Growth is likely to be out of favor this cycle with higher interest rates. Will wait to invest. Not bullish on the future of internet security.

COMMENT

They report this week. They're almost as consistent as peer Palo Alto, who pivoted from pure growth to profitable growth. That's why PA has moved up this month. Can Crowdstrike make the same pivot?

HOLD

Not a cheap stock and that's why it hasn't performed even after a flawless quarter. Their business model and growing dominance over the entire Fortune 500 will be more meaningful than a discounted PE. Will stick with this.

HOLD

Expectations were high going into the last quarter. Guidance was better as were margins, but there wasn't enough in the report to carry positive momentum. He's holding because he believes in this long-term.

SELL

He sold it. This has really performed. But he's trimming his portfolio. These cloud names are volatile. He's fine taking profits.

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CrowdStrike Holdings (CRWD)