CRWD CrowdStrike Holdings, Inc. - Class A Common Stock

NASDAQ · Technology · View on SEC EDGAR ↗
$624.21
Price · May 20, 2026
Fundamentals as of Mar 5, 2026
52W Range
$343–$634
97% of range
Analyst Rating
BUY
62 analysts
Price Target
$509
P/E (TTM)
-685.9
ROE
-4.2%
Net Profit Margin
-3.4%

CRWD Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price
$624.21
Market Cap
—
P/E (TTM)
-685.9
EPS (TTM)
$-0.65
Revenue (TTM)
$4.81B
Div Yield
—
ROE
-4.2%
Debt/Equity
0.2
52W Range
$343 – $634

CRWD Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income $4.81B
9-point trend, +3952.1%
2018-01-31 → 2026-01-31
EPS $-0.65
7-point trend, +32.3%
2020-01-31 → 2026-01-31
Free Cash Flow $1.31B
7-point trend, +6535.8%
2020-01-31 → 2026-01-31
Margins -3.4%
7-point trend, +5.8%
2020-01-31 → 2026-01-31

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric
5Y trend
CRWD
Peer Median
P/E (TTM)
5-point trend, -291.1%
-685.9
32.9

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric
5Y trend
CRWD
Peer Median
Gross Margin
5-point trend, +1.5%
74.7%
76.4%
Operating Margin
5-point trend, +37.9%
-6.1%
—
Net Profit Margin
5-point trend, +79.1%
-3.4%
12.2%
ROA
5-point trend, +77.8%
-1.6%
4.3%
ROE
5-point trend, +83.0%
-4.2%
15.4%
ROIC
5-point trend, +38.7%
-7.2%
—

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
CRWD
Peer Median
Debt / Equity
5-point trend, -76.7%
0.2
26.9
Current Ratio
5-point trend, -3.0%
1.8
1.4
Quick Ratio
5-point trend, +502.0%
1.6
—

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric
5Y trend
CRWD
Peer Median
Revenue YoY
5-point trend, +231.5%
21.7%
—
Revenue CAGR 3Y
5-point trend, +231.5%
29.0%
—
Revenue CAGR 5Y
5-point trend, +231.5%
40.6%
—

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric
5Y trend
CRWD
Peer Median
EPS (Diluted)
5-point trend, +36.9%
$-0.65
—

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
CRWD
Peer Median

CRWD Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

BUY 62 analysts
  • Strong Buy 13 21.0%
  • Buy 36 58.1%
  • Hold 12 19.4%
  • Sell 1 1.6%
  • Strong Sell 0 0.0%

12-Month Price Target

51 analysts · 2026-05-19
Median target $500.00 -19.9%
Mean target $508.80 -18.5%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Avg Surprise
0.04%
Next Report
Jun 03, 2026
Period EPS Actual EPS Est Surprise
March 31, 2026 $1.12 $1.12 -0.00%
Dec. 31, 2025 $0.96 $0.96 0.00%
Sept. 30, 2025 $0.93 $0.85 0.08%
June 30, 2025 $0.73 $0.67 0.06%

Peer Comparison Key metrics vs sector peers

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
CRWD — -685.9 21.7% -3.4% -4.2% 74.7%
MSFT $3.70T 36.5 14.9% 36.1% 31.5% 68.8%
ORCL $464.64B 38.1 8.4% 21.7% 85.4% —
PANW $115.95B 108.5 14.9% 12.3% 16.0% 73.4%
NOW $160.43B 91.7 20.9% 13.2% 14.6% 77.5%
FTNT $59.00B 32.8 14.2% 27.3% 135.7% 80.5%
ZS $45.20B -1057.6 23.3% -1.6% -2.4% 76.9%
GEN $16.31B 25.7 3.5% 16.3% 29.1% 80.3%
RBRK $11.32B -31.4 48.5% -26.5% 64.4% 80.1%
FROG $7.47B -100.7 24.1% -13.5% -8.4% 76.8%
S — -10.2 21.9% -45.0% -30.6% 74.1%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

Income Statement 18
Annual Income Statement data for CRWD
Metric Trend 20262025202420232022202120202019
Revenue 8-point trend, +1826.2% $4.81B $3.95B $3.06B $2.24B $1.45B $874M $481M $250M
Cost of Revenue 8-point trend, +1297.2% $1.22B $990M $759M $601M $383M $230M $142M $87M
Gross Profit 8-point trend, +2110.0% $3.59B $2.96B $2.30B $1.64B $1.07B $645M $340M $163M
R&D Expense 8-point trend, +1537.8% $1.38B $1.08B $780M $608M $371M $215M $130M $85M
SG&A Expense 8-point trend, +1487.9% $670M $481M $395M $317M $223M $121M $89M $42M
Operating Expenses 8-point trend, +1197.8% $3.89B $3.08B $2.32B $1.83B $1.21B $737M $486M $299M
Operating Income 8-point trend, -114.3% $-293M $-116M $-19M $-190M $-143M $-93M $-146M $-137M
Interest Expense 6-point trend, +5917.8% · · $26M $25M $25M $2M $442.0K $428.0K
Interest Income 6-point trend, +3824.5% $195M $196M $149M $52M $4M $5M · ·
Other Non-op 8-point trend, +54.5% $-645.0K $5M $2M $3M $4M $1M $7M $-1M
Pretax Income 8-point trend, +8.5% $-127M $59M $106M $-160M $-160M $-88M $-140M $-139M
Income Tax 8-point trend, +2400.1% $34M $71M $32M $22M $72M $5M $2M $1M
Net Income 8-point trend, -16.0% $-163M $-15M $72M $-183M $-235M $-93M $-142M $-140M
EPS (Basic) 7-point trend, +32.3% $-0.65 $-0.06 $0.30 $-0.79 $-1.03 $-0.43 $-0.96 ·
EPS (Diluted) 7-point trend, +32.3% $-0.65 $-0.06 $0.30 $-0.79 $-1.03 $-0.43 $-0.96 ·
Shares (Basic) 7-point trend, +69.2% 250,576,000 244,750,000 238,637,000 233,139,000 227,142,000 217,756,000 148,062,000 ·
Shares (Diluted) 7-point trend, +69.2% 250,576,000 244,750,000 243,635,000 233,139,000 227,142,000 217,756,000 148,062,000 ·
EBITDA 7-point trend, -100.8% $-293M $-120M $-2M $-190M $-143M $-93M $-146M ·
Balance Sheet 27
Annual Balance Sheet data for CRWD
Metric Trend 20262025202420232022202120202019
Cash & Equivalents 8-point trend, +5815.9% $5.23B $4.32B $3.38B $2.46B $2.00B $1.92B $265M $88M
Short-term Investments 6-point trend, -100.0% · $0 $100M $250M $0 · $647M $103M
Receivables 8-point trend, +1372.6% $1.36B $1.13B $853M $626M $368M $239M $165M $92M
Prepaid Expense 8-point trend, +1962.4% $380M $314M $183M $122M $79M $54M $52M $18M
Other Current Assets 7-point trend, +11556.1% $129M $67M $38M · $13M $5M $7M $1M
Current Assets 8-point trend, +2138.8% $7.42B $6.11B $4.76B $3.64B $2.57B $2.29B $1.17B $331M
PP&E (Net) 8-point trend, +1224.1% $976M $789M $620M $492M $261M $167M $136M $74M
PP&E (Gross) 8-point trend, +1639.6% $1.75B $1.31B $958M $709M $402M $256M $186M $100M
Accum. Depreciation 8-point trend, +2787.7% $771M $522M $338M $216M $142M $89M $50M $27M
Goodwill 8-point trend, +17054.8% $1.36B $913M $638M $431M $416M $84M $8M $8M
Intangibles 8-point trend, +12944.1% $137M $133M $115M $87M $97M $16M $527.0K $1M
Other Non-current Assets 8-point trend, +4134.9% $389M $137M $76M $29M $25M $17M $17M $9M
Total Assets 8-point trend, +2459.1% $11.09B $8.70B $6.65B $5.03B $3.62B $2.73B $1.40B $433M
Accounts Payable 8-point trend, +1436.4% $105M $131M $28M $45M $48M $12M $1M $7M
Accrued Liabilities 8-point trend, +456.5% $181M $191M $126M $138M $83M $51M $30M $33M
Current Liabilities 8-point trend, +1386.8% $4.18B $3.46B $2.70B $2.11B $1.41B $864M $493M $281M
Capital Leases 7-point trend, +56374000.00 $56M $31M $36M $30M $25M $32M $0 ·
Other Non-current Liabilities 8-point trend, +2766.8% $296M $151M $50M $32M $16M $17M $11M $10M
Total Liabilities 8-point trend, +1721.6% $6.61B $5.38B $4.31B $3.54B $2.58B $1.86B $662M $363M
Total Debt 6-point trend, +1.0% $745M $744M $742M $741M $740M $738M · ·
Common Stock 7-point trend, +429.2% $127.0K $124.0K $121.0K $118.0K $115.0K $112.0K · $24.0K
Paid-in Capital 8-point trend, +18145.3% $5.69B $4.41B $3.36B $2.61B $1.99B $1.60B $1.38B $31M
Retained Earnings 8-point trend, -147.2% $-1.28B $-1.12B $-1.06B $-1.15B $-965M $-730M $-637M $-519M
AOCI 8-point trend, +16998.0% $17M $-10M $-2M $-1M $-1M $2M $1M $98.0K
Stockholders' Equity 8-point trend, +1007.8% $4.43B $3.28B $2.30B $1.46B $1.03B $871M $742M $-488M
Liabilities + Equity 8-point trend, +2459.1% $11.09B $8.70B $6.65B $5.03B $3.62B $2.73B $1.40B $433M
Shares Outstanding 2-point trend, -100.0% · · · · · · 0 47,421,000
Cash Flow 14
Annual Cash Flow data for CRWD
Metric Trend 20262025202420232022202120202019
Stock-based Comp 8-point trend, +5248.3% $1.10B $861M $649M $527M $310M $150M $80M $21M
Deferred Tax 8-point trend, -3440.0% $-15M $-10M $-3M $1M $-14M $-1M $-681.0K $-418.0K
Amort. of Intangibles 8-point trend, +5257.3% $31M $26M $18M $17M $13M $1M $487.0K $583.0K
Restructuring $45M · · · · · · ·
Operating Cash Flow 8-point trend, +7120.0% $1.61B $1.38B $1.17B $941M $575M $357M $100M $-23M
CapEx 8-point trend, +742.7% $302M $255M $177M $235M $112M $53M $80M $36M
Investing Cash Flow 8-point trend, -438.3% $-764M $-537M $-341M $-557M $-565M $495M $-630M $-142M
Stock Repurchased 3-point trend, -100.0% · · · · · $0 $0 $2M
Net Stock Activity Flat — no change across 2 periods · · · · · $0 $0 ·
Financing Cash Flow 8-point trend, -30.4% $132M $107M $93M $77M $73M $800M $706M $190M
Net Change in Cash 8-point trend, +3823.9% $990M $947M $921M $460M $78M $1.65B $176M $25M
Taxes Paid 8-point trend, +3591.8% $51M $19M $23M $12M $75M $2M $2M $1M
Free Cash Flow 7-point trend, +6535.8% $1.31B $1.13B $990M $706M $463M $304M $20M ·
Levered FCF 5-point trend, +4930.3% · · $971M $677M $426M $302M $19M ·
Profitability 8
Annual Profitability data for CRWD
Metric Trend 20262025202420232022202120202019
Gross Margin 7-point trend, +5.8% 74.7% 74.9% 75.3% 73.2% 73.6% 73.8% 70.6% ·
Operating Margin 7-point trend, +79.9% -6.1% -3.0% -0.07% -8.5% -9.8% -10.6% -30.3% ·
Net Margin 6-point trend, +88.5% -3.4% -0.49% 2.9% -8.2% -16.2% · -29.4% ·
Pretax Margin 7-point trend, +90.9% -2.6% 1.4% 4.0% -7.1% -11.0% -10.1% -29.0% ·
EBITDA Margin 7-point trend, +79.9% -6.1% -3.0% -0.07% -8.5% -9.8% -10.6% -30.3% ·
ROA 6-point trend, +89.4% -1.6% -0.25% 1.5% -4.2% -7.4% · -15.4% ·
ROE 6-point trend, +78.3% -4.2% -0.69% 4.7% -14.7% -24.8% · -19.4% ·
ROIC 7-point trend, +64.0% -7.2% 0.91% -0.05% -9.8% -11.7% -6.1% -20.0% ·
Liquidity & Solvency 5
Annual Liquidity & Solvency data for CRWD
Metric Trend 20262025202420232022202120202019
Current Ratio 7-point trend, -25.4% 1.8 1.8 1.8 1.7 1.8 2.7 2.4 ·
Quick Ratio 7-point trend, -4.4% 1.6 1.6 1.6 1.6 0.3 0.3 1.6 ·
Debt / Equity 6-point trend, -80.1% 0.2 0.2 0.3 0.5 0.7 0.8 · ·
LT Debt / Equity 6-point trend, -80.1% 0.2 0.2 0.3 0.5 0.7 0.8 · ·
Interest Coverage 5-point trend, +100.0% · · -0.1 -7.5 -5.6 -59.4 -330.5 ·
Efficiency 2
Annual Efficiency data for CRWD
Metric Trend 20262025202420232022202120202019
Asset Turnover 7-point trend, -7.2% 0.5 0.5 0.5 0.5 0.5 0.4 0.5 ·
Receivables Turnover 7-point trend, +3.3% 3.9 4.0 4.1 4.5 4.8 4.3 3.7 ·
Per Share 3
Annual Per Share data for CRWD
Metric Trend 20262025202420232022202120202019
Revenue / Share 5-point trend, +200.5% $19.20 $16.15 $12.54 $9.61 $6.39 · · ·
Cash Flow / Share 5-point trend, +154.3% $6.43 $5.65 $4.79 $4.04 $2.53 · · ·
EPS (TTM) 7-point trend, +32.3% $-0.65 $-0.06 $0.30 $-0.79 $-1.03 $-0.43 $-0.96 ·
Growth Rates 3
Annual Growth Rates data for CRWD
Metric Trend 20262025202420232022202120202019
Revenue YoY 5-point trend, -67.1% 21.7% 29.4% 36.3% 54.4% 66.0% · · ·
Revenue CAGR 3Y 3-point trend, -43.9% 29.0% 39.6% 51.7% · · · · ·
Revenue CAGR 5Y 40.6% · · · · · · ·
Valuation (TTM) 8
Annual Valuation (TTM) data for CRWD
Metric Trend 20262025202420232022202120202019
Revenue TTM 7-point trend, +899.6% $4.81B $3.95B $3.06B $2.24B $1.45B $874M $481M ·
Net Income TTM 7-point trend, -14.6% $-163M $-15M $72M $-183M $-235M $-93M $-142M ·
Market Cap · · · · · · $0 ·
P/E 7-point trend, -977.9% -685.9 -6634.5 975.0 -134.1 -175.4 -501.9 -63.6 ·
P/S · · · · · · 0.0 ·
P / Cash Flow · · · · · · 0.0 ·
P / FCF · · · · · · 0.0 ·
Earnings Yield 7-point trend, +90.4% -0.15% -0.02% 0.10% -0.75% -0.57% -0.20% -1.6% ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

Income Statement
2026-01-312025-01-312024-01-312023-01-312022-01-31
Revenue $4.81B$3.95B$3.06B$2.24B$1.45B
Gross Margin % 74.7%74.9%75.3%73.2%73.6%
Operating Margin % -6.1%-3.0%-0.07%-8.5%-9.8%
Net Income $-163M$-15M$72M$-183M$-235M
Diluted EPS $-0.65$-0.06$0.30$-0.79$-1.03
Balance Sheet
2026-01-312025-01-312024-01-312023-01-312022-01-31
Debt / Equity 0.20.20.30.50.7
Current Ratio 1.81.81.81.71.8
Quick Ratio 1.61.61.61.60.3
Cash Flow
2026-01-312025-01-312024-01-312023-01-312022-01-31
Free Cash Flow $1.31B$1.13B$990M$706M$463M

CRWD AI Analyst Panel — Bullish and Bearish Views 2026Q2 debate: Claude, Grok, Gemini, ChatGPT on the stock's prospects

Round 1 — Opening Takes

Grok NEUTRAL 0.75
↑ Bullish

I see CrowdStrike's cloud-native Falcon platform dominating endpoint detection as AI-driven threats explode cybersecurity budgets, potentially doubling by 2030 per Dan Ives on April 3. Gross margins stick at 74%, showing massive pricing power and subscription stickiness that scales without proportional cost hikes. Management boosted buybacks to $1.5 billion on April 6, a strong vote of confidence in improving free cash flow. Partnerships like Anthropic's on April 12 further widen the moat.

↓ Bearish

CrowdStrike burns cash with deepening losses in a frothy cyber sector, leaving its premium valuation vulnerable to any growth hiccup. ROE has fallen to -8.66%, actively destroying shareholder value through high operating expenses relative to equity. Net margins worsened to -6.88%, signaling the profitability path remains elusive despite revenue scale. P/S at 25.9x holds steady amid recent share price weakness, demanding flawless execution with peers like PANW trading at similar multiples but positive returns.

Claude NEUTRAL 0.62
↑ Bullish

CrowdStrike owns a structural moat in endpoint security that only widens as AI attack surfaces explode — and the market is finally pricing in that shift. Gross margin sits at 74.28%, which is fortress-level for software and means pricing power is real. The company is also returning capital aggressively: a $500 million boost to buybacks announced in early April signals management confidence that the stock is undervalued. If cybersecurity budgets truly double by 2030 as analysts suggest, CRWD's installed base and platform stickiness give it first-mover advantage in capturing that expansion.

↓ Bearish

CrowdStrike is burning cash on a massive scale — negative 6.88% net margin and negative 1.26 EPS trailing twelve months — which means the buyback program is masking deteriorating unit economics, not reflecting strength. The P/S multiple of 25.9x is still elevated for a company losing money, and the debt-to-equity ratio of 18.55 is dangerously high, leaving little room for a revenue miss or margin compression. Until the company proves it can convert that 74% gross margin into actual profits, the stock is a story, not a business, and the recent 7% dip from $514 to $478 may be the market finally waking up to that gap.

Gemini NEUTRAL 0.65
↑ Bullish

CrowdStrike is successfully positioning itself as the indispensable backbone for the next generation of AI-driven security. The company recently secured a launch partnership for Anthropic’s Project Glasswing, which validates their platform as a primary security layer for agentic AI. Their 74.28% gross margin proves they have the massive pricing power needed to dominate this high-growth sector. This margin indicates that for every dollar of revenue, nearly 75 cents remains after direct costs, showing exceptional efficiency in delivering their cloud-native services. With an additional $500 million earmarked for share repurchases, management is clearly signaling confidence in their long-term valuation.

↓ Bearish

The fundamental disconnect between CrowdStrike’s massive market valuation and its persistent lack of profitability remains a significant red flag for investors. The company is currently operating at a -8.66% return on equity. This negative return means that for every dollar of shareholder capital, the company is currently losing value rather than generating profit. Furthermore, trading at 25.89 times sales, the stock is priced for perfection in a market that is becoming increasingly intolerant of growth-at-any-cost models. At this price-to-sales multiple, investors are paying a premium that assumes flawless execution and rapid margin expansion that simply hasn't materialized yet.

Chatgpt NEUTRAL 0.62
↑ Bullish

I think CrowdStrike remains the AI-powered security moat with a scalable, high-margin platform and a disciplined capital-allocation stance. Gross margin TTM 74.28%. That margin signals pricing power and scalable software economics as it adds customers. Debt/Equity 18.55. It leaves the balance sheet room to invest and fund a buyback. Buyback authorization up to $1.5B. It shows cash-flow confidence and can lift per-share value even if near-term earnings are challenged. Recent signals: 4/6 buyback boost and 4/12 Claude Mythos news underscore AI momentum.

↓ Bearish

I think the strongest bearish case is that profitability remains negative and the stock trades at a rich multiple relative to peers. ROE TTM -8.66%. Negative returns on equity imply capital is not being rewarded by the market yet. Net margin TTM -6.88%. Profitability is negative, sowing risk that growth alone will not justify the multiple. Market cap slide from about $129.4B to $118.2B last quarter. This move reflects investor skepticism and the risk that growth will not translate into profits.

Round 2 — Responses & Rebuttals

Grok

Claude, your take that the 18.55 debt-to-equity ratio is dangerously high ignores its downward trend from 21.57 in 2025Q3, showing management actively deleveraging as revenue grows. This means more equity cushion per debt dollar to fund AI expansions without dilution risks. With current ratio steady at 1.81, liquidity comfortably covers short-term needs — bolstering the case for holding through volatility.

Claude

I need to push back on Grok here — you're conflating two separate things and it's muddying the analysis. Yes, gross margin at 74% is fortress-level, and yes, the buyback boost signals confidence. But then you say ROE falling to -8.66% is 'actively destroying shareholder value.' That's backwards. Negative ROE when a company is unprofitable doesn't mean buybacks are destroying value — it means the company hasn't yet proven it can turn revenue into earnings. The buyback is a bet that it will. That's a defensible thesis, but only if we're honest that right now, CRWD is spending cash to reduce share count while the underlying business bleeds. The moat story and the profitability gap are real tensions, not compatible narratives.

Gemini

Claude, your point about the debt-to-equity ratio misses the reality of how CrowdStrike is actually funding its operations. While you cited a ratio of 18.55, you are overlooking that this is largely a function of their aggressive capital structure rather than a sign of insolvency. A current ratio of 1.81 shows they have nearly two dollars in liquid assets for every dollar of short-term debt. This liquidity buffer provides the necessary runway to support their growth initiatives without the immediate liquidity crisis you are implying.

Chatgpt

Claude, your point about profitability is valid, but I think you overlook how CrowdStrike's margin mix and buyback signal potential value even with near-term losses. Gross margin 74.28% signals pricing power and scale that could translate into better unit economics as revenue grows. That means the stock's high multiple might be justified if growth remains robust and free cash flow improves, allowing continued buybacks without choking investments. Your concern about D/E and negative ROE stays real, but capital allocation can still lift per-share value.

Round 3 — Final Rebuttals

G
Grok

Claude, your dismissal of negative ROE as mere unprofitability overlooks the math: at -8.66%, CrowdStrike destroys $8.66 of shareholder value per $100 of equity each year. Buybacks reduce shares but concentrate that destruction among fewer owners unless profitability flips fast. PANW manages 14.85% ROE, turning equity into real gains without the same bleed — CRWD's path demands more proof than partnerships or budgets doubling.

C
Claude

I want to push back on something nobody's touched yet — the competitive moat claim itself. Yes, CRWD has 74% gross margin and a big installed base, but I haven't heard anyone address why Palo Alto Networks trades at a 115x P/E while CRWD sits at 25.9x P/S, despite PANW being profitable and CRWD burning cash. That gap exists for a reason: the market is pricing in that CRWD's endpoint dominance doesn't insulate it from platform consolidation. If enterprises start bundling detection, response, and threat intel into unified stacks — which is exactly what PANW and Microsoft are pushing — CRWD's single-point-of-entry advantage erodes fast. The Anthropic partnership is real, but it's a defensive move, not a moat widener. Until CRWD shows it can cross-sell beyond Falcon or defend against bundle pressure, the buyback is just financial engineering on a narrowing TAM.

G
Gemini

I want to widen the frame, because we are ignoring the technical positioning that is currently driving CRWD's price action. Institutional investors are currently rotating out of high-beta software names as the broader market prices in a 'higher-for-longer' interest rate environment. This shift is reflected in the 17.5 million shares traded during the week of June 27th, which was significantly higher than the typical volume. That surge in volume during a down-week suggests large institutional holders are actively trimming positions. Until we see that selling pressure stabilize, the fundamental narrative about AI partnerships will likely remain secondary to the technical overhead.

C
Chatgpt

Claude, your claim that buybacks mask deteriorating unit economics is too binary. Gross margin is 74.28%. That implies pricing power and scalable software economics, which means cash flow could improve even if near-term profits lag. Moreover, the buyback cadence—now up to $1.5 billion—signals management's confidence that capital will be allocated toward per-share value rather than chasing weak growth. Net losses and ROE negativity remain a risk, but the business's core economics aren't destroyed by buybacks alone.

Price Forecasts

Model 3M Target 6M Target Reasoning
G Grok 3M Target $495.00 6M Target $525.00 Reasoning I think CrowdStrike merits a hold with modest upside as its AI security moat counters profitability drags, assuming execution on growth narratives. The concrete catalyst is the 2026Q2 earnings release expected in late August, where reaffirmed subscription ARR growth above 30% could validate Dan Ives' budget-doubling thesis and reverse the recent dip from 514 to 478. The key risk is PANW's platform bundling gaining traction in Q3 enterprise RFPs, squeezing CRWD's endpoint pricing power. P/S at 25.9x means the market demands 25%+ revenue CAGR to justify the premium, sustainable with 74% gross margins if op-ex disciplines kick in.
C Claude 3M Target $445.00 6M Target $520.00 Reasoning CrowdStrike's moat survives platform consolidation risk if management proves Falcon can anchor unified stacks rather than lose share to bundles. The concrete catalyst is 2026Q2 earnings in late July — if free cash flow turns positive and gross margin holds above 73%, the market reprices the buyback as value creation, not desperation. The killer risk is enterprise procurement consolidating around PANW or Microsoft, which would crater TAM assumptions overnight. Right now at 25.9x sales on negative earnings, CRWD is priced for flawless execution; one guidance miss and institutional sellers like Gemini flagged will accelerate. I'm holding my thesis that the margin floor is real and buybacks work if profitability inflects, but I need Q2 proof or I'm cutting exposure.
G Gemini 3M Target $450.00 6M Target $485.00 Reasoning I believe CrowdStrike will trade in a consolidation range as institutional selling pressure from the summer rotation subsides and the market refocuses on their AI-driven platform stickiness. My 6-month target relies on the upcoming Q3 earnings print showing a meaningful narrowing of net losses, which would validate their margin expansion strategy. Conversely, a failure to defend against platform bundling from competitors like Microsoft would break my thesis. Investors are currently paying 25.89 times sales for this stock. That multiple means the market is betting heavily on future profitability, so any deviation from their current growth trajectory will likely trigger an immediate and sharp correction in the share price.
C Chatgpt 3M Target $455.00 6M Target $490.00 Reasoning I think CRWD should trend higher on buybacks and AI-security demand, even with current losses. Catalyst: Q2 2026 earnings and buyback expansion could push toward 455 in the near term and 490 in six months. Risk: a failure to improve profitability or rising operating costs could break the thesis. P/S is about 25.9x. That implies investors are paying heavily for growth with little current profit, so a margin or growth surprise could re-rate the multiple.

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