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

Similar

PANW

BUY

CRWD vs. PANW He owns CHKP instead. It's a bit cheaper and has a suite of new products that will accelerate their revenue growth. Cybersecurity is a very strong growth area that you have to be in. People working outside the office creates a lot of issues. Owning any of them will benefit you.

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.

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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.

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CrowdStrike Holdings (CRWD)