CrowdStrike Holdings, Inc. Class A Common Stock
CRWDCrowdStrike Holdings, Inc. Class A (CRWD) is a cybersecurity technology company specializing in cloud-delivered endpoint protection, threat intelligence, and cyberattack response services. Founded in 2011, the company offers its Falcon platform to organizations worldwide, utilizing advanced artificial intelligence and machine learning to identify and prevent cyber threats in real time. CrowdStrike is known for its innovative approach to cybersecurity, emphasizing cloud-native solutions that enable rapid deployment and scalable security operations.
Company News
CrowdStrike (CRWD) stock is recovering after a recent 17% pullback from November highs, with technical indicators improving and analyst sentiment strengthening. Berenberg Bank upgraded the stock from Hold to Buy, citing better valuation and long-term acquisition benefits. While KeyBanc downgraded to Sector Weight due to measured security budget o...
The article recommends three AI stocks for long-term investment with a $3,000 budget: Taiwan Semiconductor Manufacturing (TSMC) for its dominance in producing advanced AI chips, CrowdStrike for its AI-native cybersecurity solutions and market growth potential, and Microsoft for its diversified tech portfolio and organic AI integration capabilities.
The global endpoint security market is expected to grow from USD 21.90 billion in 2025 to USD 65.04 billion by 2035 at a CAGR of 11.5%, driven by escalating cyber threats (161 billion annually), workforce shortages, and enterprise adoption of AI-driven autonomous platforms and unified XDR solutions. Software solutions dominate with over 60% marke...
CrowdStrike announced plans to acquire SGNL to enhance its identity security offerings for hybrid environments. The deal, paid mostly in cash with some stock, aims to strengthen real-time authorization and continuous risk evaluation for human, machine, and AI identities. CrowdStrike shares declined 3.28% following the announcement.
CrowdStrike demonstrates strong operational fundamentals with 22% revenue growth, 23% ARR growth, and accelerating net-new ARR of 265 million dollars (73% YoY increase). However, the stock trades at premium valuations (23x FY26 revenue, 18.8x FY27 revenue) roughly double peer multiples, leaving little room for error. While the company benefits fr...
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