CrowdStrike Holdings (CRWD) Buy, Sell or Hold

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CrowdStrike Holdings (CRWD)

206.74

-2.12 (1.02%)

as of Sep 11, 2026, 8:00:00 pm Market Open.

211 watching

Investor Insights

Sep 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.

Consensus

Bullish

Valuation

Overvalued

Similar

PaloAltoNetworks,PANW

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.

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.

Showing 106 to 120 of 135 entries

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CrowdStrike Holdings (CRWD)