CrowdStrike Holdings (CRWD) Buy, Sell or Hold

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CrowdStrike Holdings (CRWD)

190.68

-1.27 (0.66%)

as of Aug 24, 2026, 8:00:00 pm Market Open.

211 watching

Investor Insights

Aug 25, 2026, 12:00 am

This summary was created by AI, based on 30 opinions in the last 12 months.

CrowdStrike Holdings (CRWD) has solidified its position as a top player in the cybersecurity sector, particularly in endpoint device management. As generative AI continues to proliferate, the need for effective cybersecurity solutions has skyrocketed, prompting analysts to project significant growth in the next few years. Despite the company's impressive growth profile and strong margins, its current price-earnings ratio suggests the stock may be expensive. Many experts recommend a cautionary approach, advocating for carefully timed investments as CRWD has experienced volatility amidst broader market concerns regarding AI disruption in cybersecurity. Overall, the consensus is that while the stock remains a leader in a rapidly growing segment, it may require strategic buying due to its high valuation.

Consensus

Bullish

Valuation

Overvalued

Similar

PaloAlto, PANW

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.

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)

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