TickerTalks
Browse all tickers →
TickerTalks›$CRWD
CRCRWD

CrowdStrike Holdings, Inc.

Buzzing onWhy it's trendingMoving on elevated volumeStrong bullish X conversation
$CRWD·$218B·Software - Infrastructure·Technology
$231.00+5.8%YTD-55.4%1Y+123.4%
Mentions · last 7 days
2026-08-22: 115 posts2026-08-23: 188 posts2026-08-24: 181 posts1,045+18%
Price updated 6h ago·X counts updated 7d ago
CRCRWD
$CRWDCrowdStrike Holdings, Inc.
$231.00+5.77%1.0k posts+18%
AI analysisFundamentalsVoices on X
Loading…

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.

Proven numbersAcceleratingAI verdict · as of 2026-08-30

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

Best quarter ever, guide raised, and the multiple is doing the talking — the only real debate is the price tag.

CrowdStrike is the endpoint-and-cloud cybersecurity platform whose July 2024 outage nearly broke the narrative and whose numbers have since rebuilt it. The most recent quarter was framed as the best in company history, and the tape has ripped in response.

  • Revenue is climbing back to a straight up-and-to-the-right shape: quarterly revenue moved from $1.17B to $1.23B to $1.31B to $1.39B across the last four quarters at a 75% blended gross margin, and analysts model $5.94B and $1.23 EPS for the full year — a return to double-digit growth off a base that had lost visibility after the outage.
  • The bull case now has a hard proof point: net new ARR grew +51% YoY, ARR crossed $5.84B, and management is explicitly framing that AI adoption is now gated by security posture — that's the kind of durable-demand argument that reshapes what large enterprises are willing to pay for.
  • Valuation is the real fight, not the story: the stock is trading at 186x forward EPS, so even fans concede the multiple is 'ridiculous' — which is what makes the next print carry outsized risk if it doesn't show ARR growth staying in the +40s.

A Dec 1 print that carries net new ARR above +40% and lifts full-year guide again extends the accelerating cadence; a soft NNARR number or any pricing-pressure commentary from an SMB channel is what pops the 186x forward multiple in a hurry.

Agrees with X sentimentX's bullish framing is well-anchored — the beat-and-raise print and the $5.84B ARR are real inflections, and even the valuation-skeptical minority is arguing multiple, not business quality; that's the honest tension.

What to watch: The Dec 1 print — net new ARR, ARR growth rate, and any SMB-channel pricing commentary. Any NNARR deceleration into a still-186x-forward multiple is the exact combination that resets the stock.

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

X sentiment

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

Bullish sentiment158 posts analyzed · as of 2026-08-31

Sentiment skews decisively bullish after Q2 blew past estimates with record $333M net new ARR (+51% YoY) and George Kurtz framing AI security as the next $1T bottleneck. The stock's roughly 20% pop drew celebratory takes about the 'best quarter in company history' and price targets lifted toward $425. A vocal minority pushes back on the ~186x forward P/E, calling CrowdStrike a 'bigger bubble than anything I've seen in sw since 20-22 era.'

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
Free, forever. No credit card.

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
+2.5%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 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.2.0×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.-7.1%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.-46.1%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 today1.8% 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 26George KurtzCEO10.0K sh$1.9MSellAug 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$2.1MSellAug 14George KurtzCEO10.0K sh$2.2MSellAug 13George KurtzCEO10.0K sh$2.2M
1–10 of 80
+ 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
Free, forever. No credit card.

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.

+ 13 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.

CrowdStrike Launches AI Partner Specialization, Defining Cybersecurity's Ecosystem for the Agentic Erabusinesswire.com·10h agoSecuring AI: 5 Most-Upgraded Stocks From the Q2 Reporting Seasonmarketbeat.com·13h agoLumu Announces New Integration with CrowdStrike Falcon Next-Gen SIEM to Accelerate Threat Investigation and Responsebusinesswire.com·14h agoAI Multiplier: Why CrowdStrike's ARR Explosion Proves Me Wrong (Rating Upgrade)seekingalpha.com·15h agoCrowdStrike Stock Hits New All-Time High: What's Happening?benzinga.com·16h ago

In themes

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

Cybersecurity

More in Software - Infrastructure

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$NET$NBIS$MSFT$PLTR$CRWV$ORCL$XYZ$BB
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.

PrivacyTermsSupport