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NASDAQ · US · Software - Infrastructure

CRWD CrowdStrike

Endpoint and cloud security platform

Tight + uptrend Its supply chain is tightening and the stock trades above its 50-day average. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-26
$259.6
+0.80% today
1W
+13.8%
1M
+3.0%
3M
+42.8%
YTD
+121.5%
1Y
+96.9%
Off 52w high
−6.9%
Next earnings (est.): 2026-12-01
Market cap$264B
P/E (trailing)5151.4Forward 159.9
EV / sales44.4×EV/EBITDA 2241.0×
Revenue (TTM)$5.40BGrowth 25.8% y/y
Margins75.2%gross · op -2.3%
Free cash flow$2.00BCash $5.01B · debt $820M
Analyst target$246.7−5.0% upside · 50 analysts · buy
Riskβ 1.2Short 2.6% of float

Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.

CRWD · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

8 events
  1. 8
    2026-08-26EarningsBeat / raise

    Reported EPS 0.31 vs 0.29 expected (+6.4% surprise).

  2. 7
    2026-06-03EarningsBeat / raise

    Reported EPS 0.28 vs 0.27 expected (+3.0% surprise).

  3. 6
    2026-03-03EarningsBeat / raise

    Reported EPS 0.28 vs 0.28 expected (+1.6% surprise).

  4. 5
    2025-12-02EarningsBeat / raise

    Reported EPS 0.24 vs 0.24 expected (+2.0% surprise).

  5. 4
    2025-08-27EarningsBeat / raise

    Reported EPS 0.23 vs 0.21 expected (+12.1% surprise).

  6. 3
    2025-06-03EarningsBeat / raise

    Reported EPS 0.18 vs 0.16 expected (+10.6% surprise).

  7. 2
    2025-03-04EarningsBeat / raise

    Reported EPS 0.26 vs 0.21 expected (+19.9% surprise).

  8. 1
    2024-11-26EarningsBeat / raise

    Reported EPS 0.23 vs 0.2 expected (+14.9% surprise).

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-08-260.290.31+6.4%
2026-06-030.270.28+3.0%
2026-03-030.280.28+1.6%
2025-12-020.240.24+2.0%
2025-08-270.210.23+12.1%
2025-06-030.160.18+10.6%
2025-03-040.210.26+19.9%
2024-11-260.20.23+14.9%
2024-08-280.240.26+7.7%
2024-06-040.220.23+4.4%
2024-03-050.210.24+15.3%
2023-11-280.180.21+10.8%
2023-08-300.140.19+32.6%
2023-05-310.130.14+13.7%
2023-03-070.110.12+10.4%
2022-11-290.080.1+26.5%
2022-08-300.070.09+31.9%
2022-06-020.060.08+33.2%
2022-03-090.050.08+47.9%
2021-12-010.020.04+72.7%
2021-08-310.020.03+28.9%
2021-06-030.010.03+74.1%
2021-03-160.020.03+53.4%
2020-12-02—0.02+18281.8%

About CrowdStrike

Website ↗

CrowdStrike Holdings, Inc. provides cybersecurity solutions in the United States and internationally. Its unified platform provides cloud-delivered protection of endpoints, cloud workloads, identity, and data through a software as a service (SaaS) subscription-based model. The company offers corporate endpoint and cloud workload security, managed security, security and vulnerability management, IT operations management, identity protection, threat intelligence, data protection, SaaS security posture management, and AI powered workflow automation, and securing generative AI workload services, as well as security orchestration, automation, and response; and security information and event management, and log management services. It primarily sells subscriptions to its Falcon platform and cloud modules. The company has a strategic alliance with Cognizant Technology Solutions Corporation to h…

11,706 employees · Austin, United States

AI agents and AI-written attacks expand the attack surface faster than security teams can hire. Spend shifts to platforms that use AI to defend AI workloads.

Threats→Detection→Platform→Response

What would prove us wrong. Weakens if net-new ARR decelerates across the group while breach activity stays high.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
PANW
Palo Alto Networks
Network, cloud and identity security platform $388.7+2.15%+3.7%+111.0%
ZS
Zscaler
Zero-trust security for AI traffic $259.9+1.87%+34.6%+15.6%
FTNT
Fortinet
Firewalls and secure networking $182.8+1.58%+5.4%+130.2%
NET
Cloudflare
Edge network, AI inference and bot defence $329.1+1.04%−5.7%+66.9%
S
SentinelOne
AI-native endpoint security $25.13+4.71%+12.3%+67.5%
OKTA
Okta
Identity for people and AI agents $219.6+3.06%+12.5%+153.9%
CHKP
Check Point Software
Network and cloud security $159.4+0.22%+21.4%−14.1%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.