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TickerTalks›$CRWD
CRCRWD

CrowdStrike Holdings, Inc.

$CRWD·$233B·Software - Infrastructure·Technology
$227.39-7.0%YTD-48.4%1Y+88.6%
Price updated 7h ago·X counts updated 5d ago
CRCRWD
$CRWDCrowdStrike Holdings, Inc.
$227.39-7.02%1.7k posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $CRWD on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

1,691X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $CRWD's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data10 posts analyzed · as of 2026-10-02

X is bullish on CrowdStrike as the AI-era cyber leader — Federal prosecutors just wrapped the distributor probe with no enforcement, OpenAI/Anthropic rogue-agent incidents are being quoted as the new secular tailwind, and CRWD/ANET/NET all made record weekly closes. The one honest reservation is a long admitting trailing P/E now sits at ~7,000, which they wave off because "PE matters less in the AI-agent era." Price-wise, orderly pullback is the preferred setup.

Read what X is saying about $CRWD

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $CRWD — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptWinding up for a moveAI verdict · as of 2026-10-03

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

A cybersecurity leader that lost almost half its market cap into a thesis that just keeps getting more relevant.

CrowdStrike is one of the two names everyone names when they list enterprise cybersecurity — endpoint, cloud, identity, the whole platform. The post-July-2024 outage shadow and a sky-high multiple have been working against it; the AI-agent threat landscape is working for it.

  • The core business is still compounding: Q2 revenue grew 26% YoY, recurring revenue just hit $5.84B, and EPS beats of 6% and 4% on the last two prints say growth and margin are both intact despite the stock being down 43% YTD.
  • The overhang is now officially off: Federal prosecutors wrapping the distributor probe with no enforcement removes the one tail risk that had been priced in — the stock's 16% percentile 52-week range position is the setup where a cleared overhang usually matters most.

The one real counterweight is valuation: a ~7,000x trailing P/E only works if the growth stays near 25% and the margin re-expands. Dec 1 earnings is where the fundamentals get a real test — a clean ARR number plus any color on AI-agent protection use cases restarts the move; a decel in net new ARR confirms the de-rating.

Agrees with X sentimentThe bull read on cleared probes plus AI-era tailwind is well-reasoned, and the 'orderly pullback' setup matches the chart. The one honest reservation on the ~7,000x trailing multiple is worth more weight than the thread gave it — but it's a reason to size, not to short.

What to watch: Dec 1 earnings — net new ARR growth, Falcon Flex adoption, and any customer retention numbers post-outage anniversary. A soft net new ARR print below $200M is the first real crack.

On the calendar: 2026-12-01 — Q3 earnings

high multipleoverhang cleared

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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

No material change from last week — AI infrastructure capex bifurcates the cohort — GPU-cloud providers and AI-native security platforms absorbing enterprise spend, while legacy SaaS faces multiple compression. GPU-cloud platforms and AI-native security tools absorb enterprise spend while legacy SaaS faces multiple compression.

What this means for $CRWD

Partial — Provides cloud-native endpoint, identity, and workload protection via the AI-driven Falcon platform, sold on subscription.; AI-generated telemetry volumes are expanding monitoring spend, but competitive consolidation into platform deals compresses standalone tool pricing.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+4.2%YTD
-7.5%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 38 analysts
FYRevenueRangeEPSRangeAnalysts
FY27$6.0B$5.9B – $6.0B$1.25$1.24 – $1.3137
FY28$7.4B$7.1B – $7.5B$1.60$1.49 – $2.0238
FY29$9.0B$8.5B – $10.1B$2.07$1.15 – $4.2927
FY30$10.5B$10.3B – $10.9B$2.44$2.36 – $2.5618
FY31$12.4B$12.1B – $12.9B$2.94$2.84 – $3.0812

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.1.4×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.9%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.-2.5%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.-41.1%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 today1.4% 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.β1.205-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.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

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

Recent transactions

SellOct 14George KurtzCEO10.0K sh$2.5MSellOct 13George KurtzCEO10.0K sh$2.6MSellOct 12George KurtzCEO9.4K sh$2.5MSellOct 9George KurtzCEO10.0K sh$2.7MSellOct 8George KurtzCEO10.0K sh$2.7MSellOct 7George KurtzCEO6.6K sh$1.8MSellOct 6George KurtzCEO10.0K sh$2.8MSellOct 5George KurtzCEO10.0K sh$2.7MSellOct 2George KurtzCEO10.0K sh$2.7MSellOct 1Sameer K GandhiDirector54.0K sh$14.3M
1–10 of 125
+ 22 other (18 awards · 2 exempts · 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

S-3ASRAuto-shelf registrationSep 11S-3ASR
AI summary

CrowdStrike Holdings filed an automatic shelf registration statement (S-3ASR), effective immediately upon filing as a well-known seasoned issuer (WKSI). The registration provides CrowdStrike the flexibility to quickly access capital markets for future debt or equity offerings. Specific offering amounts or instruments were not announced — this is a preparatory capital markets filing.

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.

+ 9 other (2 10-Qs · 2 proxys · 1 earnings 8-K · 1 8-K) in window

Recent news

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

CrowdStrike, Netflix And A Financial Stock: CNBC's ‘Final Trades'benzinga.com·21h agoMapping the Market: Bulls beware — CrowdStrike shares could be in for more lossesreuters.com·22h agoCrowdStrike vs. ServiceNow: Comparing Revenue Trends Between These Growing Software Giantsfool.com·1d agoAs AI Makes Software Cheaper to Build, Data and Distribution Become the Moatfool.com·2d agoCrowdStrike Holdings (CRWD) Sees a More Significant Dip Than Broader Market: Some Facts to Knowzacks.com·2d 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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