CrowdStrike Holdings (CRWD) Buy, Sell or Hold

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CrowdStrike Holdings (CRWD)

191.12

-3.50 (1.80%)

as of Jul 8, 2026, 8:00:00 pm Market Open.

209 watching

Investor Insights

Jul 9, 2026, 12:00 am

This summary was created by AI, based on 29 opinions in the last 12 months.

CrowdStrike Holdings (CRWD) continues to capture the interest of investors despite concerns over its high valuation metrics, including a forward PE ratio of around 127x. The recent 4-for-1 stock split and strong earnings, outperforming analyst expectations, have generated positive momentum, with shares showing a remarkable 48% increase this year. Experts are divided; some express cautious optimism, suggesting that the growth in AI-related cybersecurity threats will bolster demand, while others warn of the stock’s expensive pricing and potential for a retracement. Despite its robust performance relative to the sector, the consensus reflects a recognition that CRWD operates in a rapidly evolving landscape where competition and valuation pressures are significant. Observations of increased social media engagement and commentary from industry leaders, such as Nvidia's CEO, add to the narrative that CrowdStrike is a pivotal player amidst shifting market dynamics.

Consensus

Mixed

Valuation

Overvalued

Similar

PANW

COMMENT

It's priced to more than perfection. It's really expensive. It topped at $265ish in mid-July. It's a valuation call. All these cyber stocks are in play; the story isn't over, but rather the valuation got caught on the back of this quarter.

BUY

Last week they reported a fine quarter and he expected shares to spike. It didn't. Yes, there's a rotation favouring reopenings, but this is ridiculous. Cybersecurity is now a huge issue. We've seen ransomware attacks on Colonial Pipeline, for example. CRWD reported strong top- and bottom-line beats last quarter with 74% annual recurring revenue growth and they raised their full-year forecast. This industry is amazing.

BUY

It's been on fire during the pandemic and is coming out of it with a good business plan and a growing market.

COMMENT

Major ransomware attack on meat plants by Russia is the latest of several against the U.S. They have a pipeline and backlog of projects. Recent numbers showed 81% revenue growth, with revenues above $1 billion. On the enterprise side, there's room to sell more cybersecurity. These cybersecurity stocks are expensive, and they have not gone up. Year to date, we've had several cyber attacks (i.e. pipeline), but these stocks have gone nowhere.

BUY ON WEAKNESS

An essential 5G play They offer cybersecurity, so they will benefit from protecting 5G networks and phones. Up 264% in the past year, but has pulled back recently, so it's a buying opportunity.

BUY ON WEAKNESS

Security business, endpoint protection. New module expands its total addressable market. A favourite of Gartner Research, calling it a "visionary vendor" second only to MSFT. Trading at a bit of a discount. May be able to buy in low $120s. Price target of $160.30. Don't buy and hold; you must monitor it closely. Also likes PANW and CYBR, with PANW being a long-term hold.

BUY

Will its growth continue during Covid? This is one of the best in this sector (along with Palo Alto). It received a recommendation today and the stock rose. Valuation has gotten high, but long term this is fine.

COMMENT

What he calls one of 15 Red Hot stocks: unstoppable growth stocks with a sky-high valuation (30-100x sales, not earnings) With Okta, is a cloud cybersecurity play. Offers only 30% revenue growth, though trades at 30x sales, which is insane, but what can he say? Danger of a downside hit at these levels.

WAIT

Has an excellent business model. Snowflake's huge IPO today came at the expense of selling off so many other tech stocks. Wait for things to cool down in this sector, because further IPOs may spark more tech selling.

Showing 121 to 129 of 129 entries

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CrowdStrike Holdings (CRWD)