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TickerTalks›$CRWD
CRCRWD

CrowdStrike Holdings, Inc.

Rising onWhy it's trendingStrong bullish X conversationBacked by solid revenue growth
$CRWD·$218B·Software - Infrastructure·Technology
$202.20-6.0%YTD-55.4%1Y+108.0%
Mentions · last 7 days
2026-08-23: 188 posts2026-08-24: 181 posts1,045+18%
Price updated 1m ago·X counts updated 9d ago
CRCRWD
$CRWDCrowdStrike Holdings, Inc.
$202.20-5.98%1.0k posts+18%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $CRWD, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Comeback attemptAcceleratingAI verdict · as of 2026-09-01

The move is getting stronger, with heavier trading behind it.

Post-drawdown inflection off a monster ARR print; CEO Kurtz is selling into every open, five days running.

CrowdStrike is the endpoint-security platform that spent 2026 recovering from a bruising drawdown after last year's outage. A record Q2 ARR print and a 20% single-session pop have flipped the tape from broken to inflecting.

Why the turnaround reads real:

  • The ARR number is the whole reason — $333M in net new ARR growing 51% YoY is a record and specifically the metric bears said would break first; it didn't.
  • The core P&L is compounding — last quarter revenue grew 26% YoY to $1.39B at a 75% gross margin, operating margin still slightly negative but scaling; consensus for the fiscal year is $5.94B and $1.23 EPS.
  • Structural tape is early-stage — 9% of the 52-week range and 46% below the 200-day, but volume 2.0x average on this pop reads as an inflection off the lows, not a top.
  • Insider tape is the specific counter-signal — CEO George Kurtz sold ~$9M across five consecutive trading days (Aug 24-28) into the ATM pop; a 10b5-1 pattern but its size and cadence are worth naming.
  • The valuation bear point is real — 186x forward is the priciest software multiple in the group.

Acceleration extends on continued net-new-ARR growth above 50% and Falcon Agent AI-security ACV disclosures at the Dec 1 print; the invalidation is any hint of Palo Alto or SentinelOne winning share on incremental deals.

Agrees with X sentimentX is right that the Q was the best in company history and the AI-security TAM story is real; the crowd is under-weighting the pace and size of Kurtz's five-day open-market sales, which is the one signal worth flagging alongside the bullish frame.

What to watch: Dec 1 fiscal Q3 earnings — net-new-ARR sustainably above $300M and Falcon Agent ACV disclosure; a slip in ARR or a Palo Alto share-loss signal is the invalidation.

On the calendar: 2026-12-01 — FQ3 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment175 posts analyzed · as of 2026-09-01

CrowdStrike is decisively bullish, ripping to fresh all-time highs after a Q2 print called the company's best-ever with record $333M net-new ARR (+51% YoY) and a raised FY27 outlook. Bulls are anchoring to Kurtz's 'Mythos moment' framing, Falcon IQ launching on Google Cloud and Snowflake, and cybersecurity being called the next $1T AI bottleneck. A vocal skeptical thread flags 186x forward P/E and 40x P/S as priced-for-perfection, but that camp is being drowned out by the price action.

Read the AI verdict + X sentiment for $CRWD

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Provides cloud-native endpoint, identity, and workload protection via the AI-driven Falcon platform, sold on subscription.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Infrastructure sits in its cycle right now — and what that implies for $CRWD.

Software - Infrastructure · Technology

SaaS multiples remain compressed as rate-sensitive valuations weigh on pure-play software; customers are lengthening deal cycles outside of AI-native workloads. AI co-pilot upsell is the only clear near-term catalyst — companies without it are treading water.

What this means for $CRWD

Partial — software subscription economics provide some insulation from macro cycles; AI integration is the growth catalyst for this segment; CrowdStrike Holdings, Inc.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-4.2%YTD
-1.0%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-26901.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
6.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-3.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
0.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
33.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-0.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
75.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 26, 2026$0.31$0.29+6.3%
Q1 2026Jun 3, 2026$0.28$0.27+3.7%
Q4 2025Mar 3, 2026$0.28$0.27+2.8%
Q3 2025Dec 2, 2025$0.24$0.23+2.2%
Next earningsTue, Dec 1·consensus EPS $0.31

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY27$1.4B+25.6%75.3%-2.2%$0.11$493.3M
Q4 FY26$1.3B+23.3%76.1%1.1%$0.15$376.4M
Q3 FY26$1.2B+22.2%75.1%-5.6%$-0.14$297.4M
Q2 FY26$1.2B+21.3%73.5%-9.7%$-0.31$285.0M

Forward consensus

5-year forecast · up to 39 analysts
FYRevenueRangeEPSRangeAnalysts
FY27$5.9B$5.9B – $6.0B$1.23$1.19 – $1.2638
FY28$7.2B$7.1B – $7.4B$1.56$1.45 – $1.9539
FY29$8.8B$8.4B – $10.0B$2.01$1.23 – $2.7521
FY30$10.2B$10.0B – $10.7B$2.29$2.22 – $2.4319
FY31$12.0B$11.7B – $12.5B$2.61$2.52 – $2.779

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.5×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.7%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-10.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-49.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 1.0B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.235-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 28George KurtzCEO10.0K sh$2.2MSellAug 27George KurtzCEO10.0K sh$2.2MSellAug 26George KurtzCEO7.1K sh$1.3MSellAug 25George KurtzCEO10.0K sh$1.9MSellAug 24George KurtzCEO7.0K sh$1.3MSellAug 21George KurtzCEO10.0K sh$1.9MSellAug 20George KurtzCEO10.0K sh$1.9MSellAug 19George KurtzCEO10.0K sh$2.0MSellAug 18George KurtzCEO9.8K sh$2.1MSellAug 17George KurtzCEO10.0K sh$2.1M
1–10 of 82
+ 14 other (12 awards · 2 gifts) in window

See when $CRWD insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KCharter amendmentJun 228-K — Item 5.03: Charter amendment · Item 5.07: Shareholder vote
AI summary

CrowdStrike Holdings held its 2026 Annual Meeting on June 17, 2026, at which stockholders approved an amendment to the company's Certificate of Incorporation to limit officer liability to the fullest extent permitted by Delaware General Corporation Law. The amended certificate was filed with Delaware's Secretary of State on June 22, 2026 and became immediately effective. This charter change reduces litigation exposure for officers. The annual meeting also covered other routine proposals including director elections; the governance amendment is the materially notable outcome.

8-KOfficer or director changeApr 218-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

CRWD disclosed a personnel change (8-K Item 5.02, dated 2026-04-21). An executive departure and a new appointment are both reported. Michael Sentonas, the Company’s President. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

+ 11 other (2 10-Qs · 2 proxys · 2 13Gs · 1 earnings 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Russian cybercrime operation being dismantled after two decades, US officials and CrowdStrike sayreuters.com·1d agoStock Market Today, Sept. 1: Stocks Slide and Oil Surges Amid U.S.-Iran Tensionfool.com·1d ago5-Star Analyst Revamps CrowdStrike Price Target for 2027gurufocus.com·1d agoCrowdStrike Stock Dips as Inflation and Oil Prices Pressure Yieldsbenzinga.com·1d agoPANW Earnings to Follow CRWD? Gauging Cybersecurity's Growth Storyyoutube.com·1d ago

In themes

Explore the broader themes this ticker is being talked about under.

Cybersecurity

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Voices on X · top 15 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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