CrowdStrike Holdings, Inc. (CRWD) AI Stock Analysis

CrowdStrike Holdings, Inc. specializes in delivering cloud-based cybersecurity solutions through its Falcon platform. Their offerings encompass protection for endpoints, cloud workloads, identities, and data. They provide a range of services including threat intelligence, managed security, IT operations management, proactive threat hunting, Zero Trust identity protection, and log management solutions. CrowdStrike distributes its platform and cloud modules through a direct sales force supported by channel partners. Operating on a subscription-based model, the company combines machine learning algorithms with human expertise to defend organizations against cyber threats. Founded in 2011 and headquartered in Austin, Texas, CrowdStrike operates globally with 11,706 employees.

CrowdStrike expanded annual revenue from $1.45B in FY2022 to $2.24B in FY2023, $3.06B in FY2024, $3.95B in FY2025, and $4.81B in FY2026, reflecting a 5-year revenue CAGR of 40.6%. Annual revenue growth adjusted from 66.0% in FY2022 to 21.7% in FY2026. Gross margin remained consistent, recording 74.7% in FY2026 compared to 73.6% in FY2022. Net income stood at -$234.8M in FY2022, $89.3M in FY2024, and -$162.5M in FY2026. For the latest quarter ended July 31, 2026, quarterly revenue growth was 25.8% year-over-year, while quarterly earnings growth increased 533.3%, bringing trailing twelve month revenue to $5.40B with a profit margin of 0.8%.

As of July 31, 2026, CrowdStrike held $5.01B in cash and short-term investments against $820.2M in total debt, producing net cash of $4.19B. Total assets stood at $12.03B and shareholders' equity was $5.10B, supporting a current ratio of 1.57 and a debt-to-equity ratio of 0.16. In FY2026, operating cash flow reached $1.61B and capital expenditures were $302.1M, generating free cash flow of $1.31B. Over the last five years, the company's share count increased 13.7%.

CrowdStrike trades at an enterprise value of $264.58B and a market cap of $232.83B. Its forward P/E of 208.3x stands well above the 25.1x median of its Nasdaq-100 Technology peers. Its price-to-sales ratio of 43.1x and EV/EBITDA of 624.9x also trade at premiums to the median of its Nasdaq-100 Technology peers of 11.9x and 30.6x, respectively. The company's operating margin of -2.3% sits below the peer median of 30.7%. Over the trailing year, CRWD returned 88.6%, outperforming the S&P 500 (SPY) return of 16.8%, and generated a 5-year return of 233.0% versus 83.0% for SPY.

Wall Street analysts cover CrowdStrike with 30 Strong Buy, 10 Buy, 12 Hold, 1 Sell, and 0 Strong Sell ratings. The mean price target of $246.15 sits 8.3% above the last close of $227.39. For the current fiscal year ending January 31, 2027, consensus estimates project revenue of $6.01B and EPS of $1.26, indicating 34.8% EPS growth. Over the last four quarters, CrowdStrike exceeded EPS estimates in 1 quarter. The next earnings date is scheduled for December 1, 2026.

This page is an AI-written research summary of CrowdStrike Holdings, Inc. (CRWD). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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