CrowdStrike (CRWD)

• Market cap: $126B
• 1 day: 12.99%
• 5 days: 15.61%
• 1 month: 18.06%
• 3 months: 3.75%
• 6 months: 38.61%
• Year to date: 44.92%
• 1 year: 88.44%
• 5 years: 282.98%
• 10 years: 767.84%
• Sector: Technology
• Industry: Software - Infrastructure

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: 10,047

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

236% more first-time investments, than exits

New positions opened: 343 | Existing positions closed: 102

52% more capital invested

Capital invested by funds: $59.8B [Q1] → $90.7B (+$30.9B) [Q2]

41% more funds holding in top 10

Funds holding in top 10: 41 [Q1] → 58 (+17) [Q2]

39% more repeat investments, than reductions

Existing positions increased: 848 | Existing positions reduced: 608

11% more funds holding

Funds holding: 1,796 [Q1] → 2,002 (+206) [Q2]

5.19% more ownership

Funds ownership: 68.4% [Q1] → 73.59% (+5.19%) [Q2]

20% less call options, than puts

Call options by funds: $7.21B | Put options by funds: $9.01B

Research analyst outlook

26 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $343
• Avg. target: $487
• High target: $555

26 analyst ratings

• positive: 16 62%
• neutral: 10 38%
• negative: 0 0%

Roth Capital Taz Koujalgi	$510	Buy Reiterated	18 Sep 2025
BMO Capital Keith Bachman	$500	Outperform Maintained	18 Sep 2025
Jefferies Joseph Gallo	$515	Buy Maintained	18 Sep 2025
DA Davidson Rudy Kessinger	$515	Buy Maintained	18 Sep 2025
Stifel Adam Borg	$515	Buy Maintained	18 Sep 2025