CRWD

CrowdStrike Holdings, Inc. (CRWD) | Rumor.io

CrowdStrike Holdings

CRWD

Attention (50-day avg)0.37%

Attention rank (50-day avg)#43

Bullish sentiment (50-day avg)74%

Price to earnings ratio8.6K

Market capitalization265.5B

Earnings per share0.03

Dividend yield (TTM)—

Revenue (annual)4.8B

Net income (annual)-161.2M

Social

What share of all stock conversation is about CRWD?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.08% -0.2	0.19% +0.03	0.15% -0.31	0.14% +0

Sep 30

$CRWD's forward PE ratio is 180, with some users considering this a sign of overvaluation, while others disagree.
CrowdStrike Holdings' insiders have been selling shares, with one user questioning their confidence in the demand for AI security.
The company's AI security solutions are seen as a key aspect of its business, with one user noting that an AI agent escaping its own sandbox is a security failure that CrowdStrike's solutions are designed to prevent.

Generated by AI

Sentiment

Of the messages about CRWD that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	87.42% -0.2	67.3% +12.02	66.11% -20.85	76.22% -5.12
Bearish	12.58% +0.2	32.7% -12.02	33.89% +20.85	23.78% +5.12

Bullish· Sep 29

$CRWD has experienced a significant 181% increase in 6 months, reaching all-time highs, and has outperformed expectations despite initial concerns about its global IT outage.
The stock has shown strong chart performance, with price above all moving averages, and has completed a retest after breaking above the uptrend resistance line, with potential for a new ATH at $280-$300.
CrowdStrike's strong AI-security demand, record net new ARR trend, and removed legal overhang have supported its valuation, and the stock is positioned for a breakout confirmation above $263.87.

Bearish· Sep 29

The CEO of CrowdStrike Holdings, Inc. (CRWD) has a history of selling shares, which could be a red flag for investors, and the company's valuation may not be justified by its fundamentals.
The need for cyber security services may plateau or decrease due to the potential for legislation to require AI models to prevent criminal use, which could negatively impact CrowdStrike's business and stock price.
The stock market is experiencing high volatility, and the price of CRWD has been extremely unstable, making it a high-risk investment that may not be worth the potential reward.

Generated by AI

Topics

Of the messages about CRWD that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Macro	3.85%	26.53%	30.56%	46.13%
Technical Analysis	64.1%	36.69%	16.92%	6.99%
Announcements	32.05%	8.92%	9%	3.45%
Analysts	0%	26.16%	27.88%	28.27%
Earnings	0%	0.64%	15.28%	14.75%
Controversies	0%	1.06%	0.36%	0.41%

Earnings· Aug 28

CrowdStrike reported strong quarterly results, with revenue reaching $1.47 billion and annual recurring revenue (ARR) climbing to $5.84 billion, a 25% year-over-year increase.
The company raised its outlook, and its stock surged 20.5% after hours, with net-new ARR growing 51% and free cash flow reaching $377 million.
CrowdStrike's AI-driven cybersecurity demand continues to drive growth, with the company's stock experiencing its biggest S&P 500 move in a day, closing at $227.96, up 20.5%.

Analysts· Aug 27

Goldman Sachs, BTIG, Piper Sandler, Scotiabank, Canaccord Genuity, Capital, KeyBanc, Citi, RBC, TD Cowen, Baird, DA Davidson, Macquarie, and Jefferies have raised their price targets for CrowdStrike, with the highest target at $260 from Citi.
Analysts attribute the strong Q2 results to CrowdStrike's Falcon platform benefiting from AI-driven demand, post-Mythos tailwinds, and increased customer urgency to modernize cybersecurity stacks.
CrowdStrike's record Q2 revenue of $1.47B, up 26% YoY, beat estimates, with adjusted EPS of $0.31 also exceeding expectations, and the company raised its full-year guidance across the board.

Announcements· Sep 28

CrowdStrike is collaborating with NVIDIA on the Open Agent Safety Platform, building on NVIDIA's open-source reference design to provide security controls across the software, runtime, and hardware levels.
The Open Agent Safety Platform has been adopted by over 100 organizations, including Microsoft, Cisco, Palo Alto Networks, and ServiceNow, and is also being used in robotics, banks, and energy infrastructure.
CrowdStrike's high valuation (5000 p/e) is attributed to the growing demand for enterprise security, a market that is expected to be significant in the future.

Controversies· Jun 4

CrowdStrike Holdings, Inc. ($CRWD) has received requests for information from the US Department of Justice and the US Securities and Exchange Commission related to revenue recognition and reporting of annual recurring revenue (ARR) for certain transactions.
The requests are also related to the July 19 incident and its aftermath, which resulted in a $39.7M impact on the company's financials.
The company is cooperating with the inquiries and providing information to the DOJ and SEC.

Macro· Sep 14

$CRWD, a cybersecurity stock, has surged 13.86% as investors rotate away from semiconductor and AI-infrastructure stocks and toward businesses positioned to benefit from the security risks created by AI adoption.
The market is pricing in the reality that faster AI means faster threats, making cybersecurity essential infrastructure, not optional spending, with $CRWD as one of the clearest beneficiaries.
As AI-safety concerns hit parts of the hardware trade, cybersecurity stocks are being repriced higher, with $CRWD up ~15% and semiconductor ETFs sharply lower.

Technical Analysis· Sep 29

$CRWD has confirmed its breakout above $239.37, with the RSI of 65 rising and MACD showing signs of correction. A close above $233.88 on heavy volume would further confirm the breakout.
The chart is up and to the right, with price above all moving averages, and the theme is certainly there. The recent high of $263.87 is a key level to watch, and a hold above $260 could lead to further upside.
A close above $263.87 would confirm the breakout, while a dip to $252-$250 could weaken momentum. Bulls need to defend $256, and a break above this level could accelerate momentum.

Generated by AI

Community

Of the messages about CRWD, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	83.82%	67.8%	61.63%	49.48%
Newcomers	16.18%	32.2%	38.37%	50.52%

Regulars· Sep 29

CrowdStrike announces Falcon platform available in OpenAI Marketplace, expanding its partnership with the AI company.
The stock has seen significant price fluctuations, with a global IT outage 18 months ago followed by a +181% increase in 6 months, reaching all-time highs.
Regular investors are optimistic about the stock's future, with one noting a strong performance despite a 70% loss on another holding, and another predicting it will not go below $200 in a market correction.

Newcomers· Sep 30

Newcomers to the market are focusing on the high price of $CRWD, with one user stating that it's "too expensive".
Some users are comparing $CRWD unfavorably to other stocks, such as $PANW, and predicting that $CRWD will decline in value.
The high price-to-earnings (PE) ratio of $CRWD, currently at 180, is being cited as evidence that the stock is overvalued and due for a pullback.

Generated by AI

News

CrowdStrike vs. UiPath: What Revenue Patterns Tell Investors About These High-Growth Tech Companies | The Motley Fool

CrowdStrike has pulled further ahead in absolute revenue, but UiPath's seasonal spikes hint at untapped potential.

16h agofool.com

CrowdStrike: Time To Ring The Register (NASDAQ:CRWD)

CrowdStrike is up ~1,000% since 2023, but the valuation looks stretched amid insider selling and AI hype. Click here to read this CRWD stock update.

16h agoSeeking Alpha

CrowdStrike Brings the Falcon Platform to the OpenAI Marketplace

19h agoYahoo Finance

CrowdStrike Stock Is Up 112% Over the Past Year. Can AI Security Keep the Rally Going?

Key Stats for CRWD StockPast week performance: -1. 2%52-week range: $86 to $264Valuation model target price: $324Implied upside: 24.

19h agoYahoo Finance

NewsOut Expands Market Coverage to SpaceX (NASDAQ:SPCX), NVIDIA (NASDAQ:NVDA) and CrowdStrike (NASDAQ: CRWD) as Its Combined Distribution With New to The Street Reaches Approximately 6.5 Million YouTube Subscribers

1d agoYahoo! Finance Canada

CrowdStrike vs. Figma: Comparing Revenue Trends Between Two High-Growth Tech Companies | The Motley Fool

CrowdStrike leads in absolute revenue, but Figma's faster growth rate is narrowing the gap — a key tension for long-term investors.

1d agoThe Motley Fool

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CrowdStrike Holdings, Inc.

Technology
Software - Infrastructure

CrowdStrike Holdings, Inc. is a cybersecurity company that provides cloud-native protection for endpoints, cloud workloads, identities, and data. Its unified platform combines threat intelligence, managed security, vulnerability management, log management, security operations, and AI-powered workflow automation to help organizations detect, investigate, and respond to digital threats. The company serves enterprises across industries such as technology, finance, healthcare, retail, and government, supporting both large-scale and distributed IT environments. CrowdStrike’s subscription-based software model centers on modular security capabilities delivered through a single platform, making it a key provider in modern enterprise security architectures. Headquartered in Austin, Texas, CrowdStrike Holdings, Inc. focuses on helping customers secure critical systems and reduce operational complexity across their digital infrastructure.

Website

Location

206 East 9th Street

Austin, TX, 78701

United States

Social

What share of all stock conversation is about CRWD?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.08% -0.2	0.19% +0.03	0.15% -0.31	0.14% +0

Sep 30

$CRWD's forward PE ratio is 180, with some users considering this a sign of overvaluation, while others disagree.
CrowdStrike Holdings' insiders have been selling shares, with one user questioning their confidence in the demand for AI security.
The company's AI security solutions are seen as a key aspect of its business, with one user noting that an AI agent escaping its own sandbox is a security failure that CrowdStrike's solutions are designed to prevent.

Generated by AI

Sentiment

Of the messages about CRWD that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	87.42% -0.2	67.3% +12.02	66.11% -20.85	76.22% -5.12
Bearish	12.58% +0.2	32.7% -12.02	33.89% +20.85	23.78% +5.12

Bullish· Sep 29

$CRWD has experienced a significant 181% increase in 6 months, reaching all-time highs, and has outperformed expectations despite initial concerns about its global IT outage.
The stock has shown strong chart performance, with price above all moving averages, and has completed a retest after breaking above the uptrend resistance line, with potential for a new ATH at $280-$300.
CrowdStrike's strong AI-security demand, record net new ARR trend, and removed legal overhang have supported its valuation, and the stock is positioned for a breakout confirmation above $263.87.

Bearish· Sep 29

The CEO of CrowdStrike Holdings, Inc. (CRWD) has a history of selling shares, which could be a red flag for investors, and the company's valuation may not be justified by its fundamentals.
The need for cyber security services may plateau or decrease due to the potential for legislation to require AI models to prevent criminal use, which could negatively impact CrowdStrike's business and stock price.
The stock market is experiencing high volatility, and the price of CRWD has been extremely unstable, making it a high-risk investment that may not be worth the potential reward.

Generated by AI

Topics

Of the messages about CRWD that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Macro	3.85%	26.53%	30.56%	46.13%
Technical Analysis	64.1%	36.69%	16.92%	6.99%
Announcements	32.05%	8.92%	9%	3.45%
Analysts	0%	26.16%	27.88%	28.27%
Earnings	0%	0.64%	15.28%	14.75%
Controversies	0%	1.06%	0.36%	0.41%

Earnings· Aug 28

CrowdStrike reported strong quarterly results, with revenue reaching $1.47 billion and annual recurring revenue (ARR) climbing to $5.84 billion, a 25% year-over-year increase.
The company raised its outlook, and its stock surged 20.5% after hours, with net-new ARR growing 51% and free cash flow reaching $377 million.
CrowdStrike's AI-driven cybersecurity demand continues to drive growth, with the company's stock experiencing its biggest S&P 500 move in a day, closing at $227.96, up 20.5%.

Analysts· Aug 27

Goldman Sachs, BTIG, Piper Sandler, Scotiabank, Canaccord Genuity, Capital, KeyBanc, Citi, RBC, TD Cowen, Baird, DA Davidson, Macquarie, and Jefferies have raised their price targets for CrowdStrike, with the highest target at $260 from Citi.
Analysts attribute the strong Q2 results to CrowdStrike's Falcon platform benefiting from AI-driven demand, post-Mythos tailwinds, and increased customer urgency to modernize cybersecurity stacks.
CrowdStrike's record Q2 revenue of $1.47B, up 26% YoY, beat estimates, with adjusted EPS of $0.31 also exceeding expectations, and the company raised its full-year guidance across the board.

Announcements· Sep 28

CrowdStrike is collaborating with NVIDIA on the Open Agent Safety Platform, building on NVIDIA's open-source reference design to provide security controls across the software, runtime, and hardware levels.
The Open Agent Safety Platform has been adopted by over 100 organizations, including Microsoft, Cisco, Palo Alto Networks, and ServiceNow, and is also being used in robotics, banks, and energy infrastructure.
CrowdStrike's high valuation (5000 p/e) is attributed to the growing demand for enterprise security, a market that is expected to be significant in the future.

Controversies· Jun 4

CrowdStrike Holdings, Inc. ($CRWD) has received requests for information from the US Department of Justice and the US Securities and Exchange Commission related to revenue recognition and reporting of annual recurring revenue (ARR) for certain transactions.
The requests are also related to the July 19 incident and its aftermath, which resulted in a $39.7M impact on the company's financials.
The company is cooperating with the inquiries and providing information to the DOJ and SEC.

Macro· Sep 14

$CRWD, a cybersecurity stock, has surged 13.86% as investors rotate away from semiconductor and AI-infrastructure stocks and toward businesses positioned to benefit from the security risks created by AI adoption.
The market is pricing in the reality that faster AI means faster threats, making cybersecurity essential infrastructure, not optional spending, with $CRWD as one of the clearest beneficiaries.
As AI-safety concerns hit parts of the hardware trade, cybersecurity stocks are being repriced higher, with $CRWD up ~15% and semiconductor ETFs sharply lower.

Technical Analysis· Sep 29

$CRWD has confirmed its breakout above $239.37, with the RSI of 65 rising and MACD showing signs of correction. A close above $233.88 on heavy volume would further confirm the breakout.
The chart is up and to the right, with price above all moving averages, and the theme is certainly there. The recent high of $263.87 is a key level to watch, and a hold above $260 could lead to further upside.
A close above $263.87 would confirm the breakout, while a dip to $252-$250 could weaken momentum. Bulls need to defend $256, and a break above this level could accelerate momentum.

Generated by AI

Community

Of the messages about CRWD, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	83.82%	67.8%	61.63%	49.48%
Newcomers	16.18%	32.2%	38.37%	50.52%

Regulars· Sep 29

CrowdStrike announces Falcon platform available in OpenAI Marketplace, expanding its partnership with the AI company.
The stock has seen significant price fluctuations, with a global IT outage 18 months ago followed by a +181% increase in 6 months, reaching all-time highs.
Regular investors are optimistic about the stock's future, with one noting a strong performance despite a 70% loss on another holding, and another predicting it will not go below $200 in a market correction.

Newcomers· Sep 30

Newcomers to the market are focusing on the high price of $CRWD, with one user stating that it's "too expensive".
Some users are comparing $CRWD unfavorably to other stocks, such as $PANW, and predicting that $CRWD will decline in value.
The high price-to-earnings (PE) ratio of $CRWD, currently at 180, is being cited as evidence that the stock is overvalued and due for a pullback.

Generated by AI

CrowdStrike Holdings

Social

Sep 30

Bullish· Sep 29

Bearish· Sep 29

Earnings· Aug 28

Analysts· Aug 27

Announcements· Sep 28

Controversies· Jun 4

Macro· Sep 14

Technical Analysis· Sep 29

Regulars· Sep 29

Newcomers· Sep 30

CrowdStrike vs. UiPath: What Revenue Patterns Tell Investors About These High-Growth Tech Companies | The Motley Fool

CrowdStrike: Time To Ring The Register (NASDAQ:CRWD)

CrowdStrike Brings the Falcon Platform to the OpenAI Marketplace

CrowdStrike Stock Is Up 112% Over the Past Year. Can AI Security Keep the Rally Going?

NewsOut Expands Market Coverage to SpaceX (NASDAQ:SPCX), NVIDIA (NASDAQ:NVDA) and CrowdStrike (NASDAQ: CRWD) as Its Combined Distribution With New to The Street Reaches Approximately 6.5 Million YouTube Subscribers

CrowdStrike vs. Figma: Comparing Revenue Trends Between Two High-Growth Tech Companies | The Motley Fool

Also Discussed

CrowdStrike Holdings, Inc.

Company Information

Location

CrowdStrike vs. UiPath: What Revenue Patterns Tell Investors About These High-Growth Tech Companies | The Motley Fool

CrowdStrike: Time To Ring The Register (NASDAQ:CRWD)

CrowdStrike Brings the Falcon Platform to the OpenAI Marketplace

CrowdStrike Stock Is Up 112% Over the Past Year. Can AI Security Keep the Rally Going?

NewsOut Expands Market Coverage to SpaceX (NASDAQ:SPCX), NVIDIA (NASDAQ:NVDA) and CrowdStrike (NASDAQ: CRWD) as Its Combined Distribution With New to The Street Reaches Approximately 6.5 Million YouTube Subscribers

CrowdStrike vs. Figma: Comparing Revenue Trends Between Two High-Growth Tech Companies | The Motley Fool

Also Discussed

Social

Sep 30

Bullish· Sep 29

Bearish· Sep 29

Earnings· Aug 28

Analysts· Aug 27

Announcements· Sep 28

Controversies· Jun 4

Macro· Sep 14

Technical Analysis· Sep 29

Regulars· Sep 29

Newcomers· Sep 30