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$184.99 $10.09 (5.8%)

04:00 PM EDT on 06/24/22

CrowdStrike (NASDAQ:CRWD)

CAPS Rating: 5 out of 5

Current Price $184.99 Mkt Cap $42.9B
Open $177.99 P/E Ratio 0.00
Prev. Close $184.99 Div. (Yield) $0.00 (0.0%)
Daily Range $177.29 - $188.68 Volume 897
52-Wk Range $130.00 - $298.48 Avg. Daily Vol. 5,246,051

Caps

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All Players

1,512 Outperform
10 Underperform
 

All-Star Players

143 Outperform
1 Underperform
 

Wall Street

0 Outperform
0 Underperform
 

Top NASDAQ:CRWD Bull/Bear Pitches

The best Bull and Bear pitches based on recency and number of recommendations.

Har1en (99.60)
Submitted January 17, 2022

Crowdstrike's platform looks for needles in haystacks by asking all of the hay, "Do you feel something long, hard, and sharp next to you?" and if they say yes, grabbing that needle and isolating it.This is different from other platforms that take the… More

TMFHerveBlandin (35.67)
Submitted December 11, 2019

Strong revenue growth, but it's decelerating and still no profits. Lofty valuation.

NASDAQ:CRWD VS S&P 500 (SPY)

NASDAQ:CRWD Summary

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Fools bearish on NASDAQ:CRWD are also bearish on:

Recent Community Commentary

Read the most recent pitches from players about CRWD.

Recs

0
Member Avatar usmc3074 (57.82) Submitted: 6/22/2022 10:24:18 PM : Outperform Start Price: $168.59 NASDAQ:CRWD Score: +5.72

Internet security platforms are in high demand.

Recs

0
Member Avatar TheFoolishAngler (21.50) Submitted: 4/15/2022 6:36:40 AM : Outperform Start Price: $234.00 NASDAQ:CRWD Score: -10.50

Crowdstrike offers cloud security products to its customers. Crowdstrike leverages it’s global footprint and many users to train its systems to recognize a wide range of threats far faster than any human could. Crowdstrike is consistently named a leader in its field and trusted by some of the world’s largest cloud companies.

positives

-leader in cloud security (Gartner, IDC, Foresters)
-focussed on being true “cloud native”, meaning they operate only within the cloud and don’t split their focus, one of the few companies to start in the cloud
-having a cloud based security solution means that Crowdstrike can collect tonnes of data from its users to further educate its AI product
-cloud based ensures that all customers get the best product
-over 60% of attacks don’t use malware, many existing platforms only look for malware attacks and aren’t prepared to adjust to someone actively hacking a system
-offers lots of important modules, endpoint security, zero trust, file protection, cloud security, etc.
-ai tells customers where their biggest weaknesses/vulnerabilities are so they can prioritize patches
-crowdstrike offers a warranty up to $1 million to users of its falcon complete platform, the warranty has never been claimed
-traditional firewall protection doesn’t work anymore with people working from anywhere, new solutions are needed
-new addition, Humio, offers log management
-Humio offers very large capacity for data and super fast processing (can ingest 1PB of data a day), more data = greater security
-Humio gives Crowdstrike another product type to sell to developers, in addition to its security solutions
-crowdstrike is offering an automatic workflow platform called falcon fusion that notifies customers of events and automatically draws needed information and draws a roadmap to fix the problem
-the cloud security/IT industry is constantly understaffed as a whole, so a provider that can offer automation to multiply the productivity of each person is of great value to a company
-Crowdstrike XDR (extended detection and response) draws information including that from third parties in order to get the best insights into security threats, XDR is available to third parties such as Cloudflare, Google, ZScaler, Okta and other cloud industry leaders in order to provide the best security to all parties
-rev growth above 60% in most recent year/quarter
-gross margins in the high seventies
-free cash flow positive, over 150m in most recent quarter
-non-gaap profitable
-grew customer count by 65% in last year
-customers are adding new modules (products) rapidly - “CrowdStrike’s subscription customers that have adopted four or more modules, five or more modules and six or modules increased to 69%, 57%, and 34%, respectively, as of January 31, 2022. “
-about $2b in cash and equivalents, despite being labelled around $1.4b, current liabilities are actually lighter than they look with about $1.1b of that marked as deferred revenue (subscriptions that the company still has to fulfill), because of the capital light design of the company this doesn’t equal a lot of increased costs they will have to bare to cover this, this is actually more of a positive, as it is recognized now as free cash
-cyber security is only becoming more integral in a digital world
-founder led, founder is involved and has deep understanding of business and tech
-George Kurtz has a CPA and security background
-its an enterprise level company meaning its customers are stable

negatives/risks

-like any security company, a major hack would be a big hit
-long term debt is the only line that stands out on the balance sheet, this is probably in large part attributable to Humio acquisition
-internet technology changes quickly so like any company operating in this space cloudflare will have to keep innovating and spending on R&D to keep up

Recs

0
Member Avatar Sparrow7 (< 20) Submitted: 3/28/2022 6:57:03 PM : Outperform Start Price: $224.45 NASDAQ:CRWD Score: -2.68

Yes

Leaderboard

Find the members with the highest scoring picks in CRWD.

Score Leader

SurfNow

SurfNow (86.85) Score: +383.21

The Score Leader is the player with the highest score across all their picks in CRWD.

Top
Pick
Member Name Member
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
Index
Gain
Score Commentary
This player feels very strongly about this pick and has marked it a Top Pick. Top Picks do not affect a player’s score. CovenantInvestmt 39.92 3/16/2020 4/8/2021 Outperform 3Y $34.86 +426.71% +54.55% +372.16 0 Comment
DiscoGator 57.53 3/16/2020 Outperform 1Y $34.86 +426.71% +61.24% +365.47 0 Comment
FunMikeInvestor 47.16 3/17/2020 Outperform 5Y $36.13 +408.12% +56.09% +352.03 0 Comment
hungarian1 28.81 3/13/2020 Outperform 5Y $37.30 +392.25% +51.43% +340.82 0 Comment
Vavoom11 99.85 3/13/2020 Outperform 5Y $39.90 +360.11% +47.63% +312.48 0 Comment
This player feels very strongly about this pick and has marked it a Top Pick. Top Picks do not affect a player’s score. marekz 25.14 3/19/2020 Outperform 5Y $42.00 +337.11% +61.96% +275.15 1 Comment
avg007 96.08 11/11/2019 Outperform 5Y $46.22 +297.20% +26.10% +271.10 0 Comment
This player feels very strongly about this pick and has marked it a Top Pick. Top Picks do not affect a player’s score. TMFHorst 90.15 3/19/2020 Outperform 5Y $42.89 +328.04% +60.54% +267.49 0 Comment
This player feels very strongly about this pick and has marked it a Top Pick. Top Picks do not affect a player’s score. texxritter 51.96 12/12/2019 Outperform 5Y $47.01 +290.52% +23.58% +266.94 0 Comment
This player feels very strongly about this pick and has marked it a Top Pick. Top Picks do not affect a player’s score. XJ 92.00 12/11/2019 Outperform 5Y $47.01 +290.52% +23.79% +266.73 0 Comment

Wall Street

See what the Wall Street professionals think, according to their public statements and filings.

There are no Wall Street tracker picks for CRWD.