CrowdStrikeCRWD
CRWD
About: CrowdStrike is a cloud-based cybersecurity company specializing in next-generation security verticals such as endpoint, cloud workload, identity, and security operations. CrowdStrike's primary offering is its Falcon platform that offers a proverbial single pane of glass for an enterprise to detect and respond to security threats attacking its IT infrastructure. The Texas-based firm was founded in 2011 and went public in 2019.
Employees: 10,363
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 29 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
48% more repeat investments, than reductions
Existing positions increased: 823 | Existing positions reduced: 556
46% more first-time investments, than exits
New positions opened: 200 | Existing positions closed: 137
24% more funds holding in top 10
Funds holding in top 10: 33 [Q4 2024] → 41 (+8) [Q1 2025]
2% more capital invested
Capital invested by funds: $58.4B [Q4 2024] → $59.6B (+$1.28B) [Q1 2025]
1% more funds holding
Funds holding: 1,756 [Q4 2024] → 1,770 (+14) [Q1 2025]
3.4% less ownership
Funds ownership: 71.67% [Q4 2024] → 68.27% (-3.4%) [Q1 2025]
20% less call options, than puts
Call options by funds: $4.73B | Put options by funds: $5.91B
Research analyst outlook
29 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$371
23%
downside
Avg. target
$494
3%
upside
High target
$550
14%
upside
29 analyst ratings
23 positive
79%
6 neutral
21%
0 negative
0%
Goldman Sachs Gabriela Borges | 10%upside $530 | Buy Maintained | 10 Jun 2025 |
Bernstein Peter Weed | 23%downside $371 | Market Perform Downgraded | 6 Jun 2025 |
Roth Capital Taz Koujalgi | 13%downside $420 | Buy Maintained | 4 Jun 2025 |
Stifel Adam Borg | 3%upside $495 | Buy Maintained | 4 Jun 2025 |
Piper Sandler Rob Owens | 5%upside $505 | Overweight Maintained | 4 Jun 2025 |
Financial journalist opinion
Based on 114 articles about CRWD published over the past 30 days
Positive
Zacks Investment Research
2 days ago
CrowdStrike Bets Big on Next-Gen SIEM: Will it Fuel Growth Momentum?
CRWD's Next-Gen SIEM, now integrated with OverWatch, posts 100% ARR growth as demand surges.
Positive
Seeking Alpha
2 days ago
CrowdStrike's Renewed Growth Opportunity Has Been Overbought
CrowdStrike's recent rally has occurred overly fast and furious, since its robust ARR and multi-year backlog growth have yet to be translated to its bottom-lines. With the stock trading at notable premiums compared to the historical trends and its cybersecurity peers, we maintain our belief that there is a minimal margin of safety here. Metrics are also pointing to CRWD's seemingly overbought positions, with the normalization in market sentiments potentially triggering double-digit corrections.
Neutral
Business Wire
4 days ago
CrowdStrike Delivers Full Lifecycle Protection for LLMs to Enterprise AI Factories with NVIDIA
AUSTIN, Texas--(BUSINESS WIRE)--CrowdStrike (NASDAQ: CRWD) today announced the integration of Falcon® Cloud Security with NVIDIA universal LLM NIM microservices and NeMo Safety, delivering full lifecycle protection for AI and over 100,000 large language models (LLMs) in collaboration with NVIDIA. Expanding CrowdStrike's protection for Enterprise AI Factories with NVIDIA, this new integration enables customers to safely run and scale diverse LLM applications across hybrid and multi-cloud environ.
Positive
Seeking Alpha
4 days ago
CrowdStrike Q1: Alpha-Rich And Resilient Cybersecurity Domination
CrowdStrike's Falcon platform is essential as cyberattack capabilities intensify due to advanced technology; despite the high valuation (~28x sales), sustained 20%+ revenue growth and solid retention justify long-term investment confidence. AI-driven Falcon distinguishes CRWD from peers like Palo Alto and SentinelOne, successfully integrating security across endpoints, cloud, and identity. Disciplined capital allocation and strong cash flow generation (~$1.1B TTM) reflect meticulous management; investors should wait for pullbacks but expect robust returns from secular cybersecurity tailwinds.
Neutral
Schwab Network
6 days ago
The Big 3: CRWD, GRPN, LHX
Today's Big 3 shows a lot of diversity between industries, though Kenny Polcari notes all have seen significant moves that can ignite further volatility. Kenny talks about why L3Harris (LHX) is in an industry investors "should be concerned about," CrowdStrike's (CRWD) support as it approaches overbought territory, and Groupon's (GRPN) big billings growth.
Positive
Zacks Investment Research
6 days ago
CrowdStrike Stock Rises 52% in 3 Months: Time to Hold or Book Profits?
CRWD jumps 52% in 3 months as Falcon Flex and AI-native tools drive demand, but rising costs cloud the outlook.
Positive
Zacks Investment Research
6 days ago
CrowdStrike (CRWD) is Attracting Investor Attention: Here is What You Should Know
CrowdStrike (CRWD) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Positive
Benzinga
6 days ago
5 Stocks In The Spotlight From Wall Street's Most Accurate Analysts Last Week
U.S. stocks settled higher on Friday, with the Dow Jones index gaining more than 400 points during the session following the release of jobs data.
Neutral
MarketBeat
6 days ago
In a Historic Shift, 2 Cybersecurity Stocks Plan to Buyback Stock
Two cybersecurity stocks have recently announced share repurchase programs, marking a big shift in their capital allocation policies. Neither has ever engaged in discretionary share repurchases.
Positive
The Motley Fool
6 days ago
3 Hypergrowth Tech Stocks to Buy in 2025
Many hypergrowth tech stocks skyrocketed during the buying frenzy in meme stocks throughout 2020 and 2021. But in 2022 and 2023, many of those stocks stumbled as interest rates rose.
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