CrowdStrike Holdings (CRWD) Buy, Sell or Hold

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CrowdStrike Holdings (CRWD)

211.24

+8.70 (4.30%)

as of Aug 4, 2026, 7:19:23 pm Market Open.

209 watching

Investor Insights

Aug 4, 2026, 12:00 am

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

CrowdStrike Holdings (CRWD) has garnered attention as a strong player in the cybersecurity sector, which is expected to experience significant growth as AI systems necessitate enhanced security measures. Despite a competitive landscape, CRWD's global reach provides a competitive advantage. The stock has experienced momentum, rising 48% this year, although some analysts express concerns regarding its high valuation metrics, notably its forward PE of 127x and 90x EBITDA. The company's recent earnings beat, along with an increase in annual recurring revenue, highlights its financial robustness, even amid a recent sell-off attributed to AI disruption fears. Many experts indicate this could be a potential buying opportunity amidst volatility, with ongoing demand for its diverse cybersecurity products.

Consensus

Bullish

Valuation

Overvalued

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PANW

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)

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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.

BUY

Cybersecurity demand never goes away, especially with the Russian threat. These stocks are rebounding after tech was slammed. Last Thursday, CRWD again beat their numbers top and bottom line with sales up 61% YOY. Managers also delivered terrific guidance this quarter and raised their full-year forecast. But shares still tumbled on Friday which is an insane response. Today, they rebounded over 4% today.

BUY

Shares are jumping after hours after their report It fell far from its all-time high some months ago. But earnings were really good: beat EPS by 50% and guided higher for this fiscal year. At 20x revenue it is expensive, but all these stocks are. This upside move will continue.

BUY

Shares are jumping after hours after their report He likes it. Cybersecurity is on the top of everyone's minds, especially given the Russian war. Despite a bloated PE, CRWD is pivoting from non-profitable to profitable operations by 2022.

BUY

The enterprise environment (for cybersecurity) is great, even better than pre-Russia/Ukraine, and shares have traded back to those levels.

BUY

You can play it long into earnings that'll be announced tomorrow.

HOLD

Nov. 10 was their record high to cap a record year. It got caught up in the rotation out of high-growth into cyclicals. But he's not worried. He stays long--cybersecurity remains a top concern facing the world. Holding on.

TOP PICK

Cybersecurity. Provides cloud-delivered solutions for endpoint and cloud-workload protection. In the perfect place. Second only to MSFT for cybersecurity execution. Nice pullback. 12-month price target of $315. No dividend. (Analysts’ price target is $290.07)

BUY ON WEAKNESS

He has been in and out of this many times this year. He's buying now. He's traded this well. Most of the correction here is due to long-duration assets selling, and this should be done. Cybersecrity matters now. He's happy to step in now around $200 and restart his position--and he did.

PARTIAL BUY

Cybersecurity. Pretty volatile. You could buy it in here at $230, add to it at 220, 210. When it gets to $270-300, write some calls, because it's pretty good protection. Price target of $315. His research tells him that this is one of the most visionary vendors, second only to MSFT in its ability to execute.

Showing 106 to 120 of 130 entries

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CrowdStrike Holdings (CRWD)