Companies

Crowdstrike Holdings Inc - Class A

NASDAQ: CRWD
$265.13
▼ $13.73 (−4.92%) today
Markets open · 3:40pm ET

24/7 Wall St. View

CRWD at a Glance

Price
24/7 target
$283.60
Street target
$237.77
Earnings
Next report
Nov 30, 2026
Q2 2027 EPS
$0.31
vs. $0.29 est.
+6.3%

NASDAQ: CRWD

About CrowdStrike

CrowdStrike Holdings, Inc. is a global cybersecurity company that operates the CrowdStrike Falcon platform, a cloud-native, AI-powered platform designed to protect enterprise endpoints, cloud workloads, identity, and data. The Falcon platform uses a single lightweight-agent architecture combined with real-time threat intelligence, indicators of attack, and enriched telemetry to deliver automated detection, protection, and remediation. CrowdStrike generates revenue primarily through subscription-based contracts for its Falcon platform modules, supplemented by professional services including incident response and proactive threat hunting. The company serves enterprises of all sizes and has developed the Falcon Flex licensing model to enable customers to adopt multiple modules. CrowdStrike also offers Falcon Go bundles for smaller organizations. The company's platform integrates with major cloud providers including AWS, Google Cloud, and Microsoft Azure, and addresses emerging security needs around AI applications, non-human identities, and next-generation SIEM capabilities. Updated

Revenue by Segment · Q2 2027
  1. Subscription95%
  2. Professional Services5%

Latest Activity

52-week highs
19stocks hit new 52-week highs this week
  • HPEHewlett Packard Enterprise$69.33+9.2%
  • ASXASE Technology Holding$47.45+5.0%
  • AMCAMC Entertainment$2.77+4.4%
  • MRNAModerna$190.01+4.4%
  • SSentinelOne$25.06+4.0%
  • LITELumentum$1,085.42+3.1%
  • KEYSKeysight Technologies$384.64+3.0%
  • CRWDCrowdStrike$270.04+2.9%
  • RBRKRubrik$118.58+2.6%
  • PANWPalo Alto Networks$403.24+1.8%

Nineteen stocks cleared fresh 52-week highs this week, and Hewlett Packard Enterprise led the pack by topping its prior peak by 9.2% at $69.33. ASE Technology, AMC, Moderna and a cluster of security names including CrowdStrike and Palo Alto Networks also broke out.

Sold CrowdStrike Holdings, Inc.$16.4M61,611 shares @ $266.53

CrowdStrike's president unloaded roughly 244,000 shares across a laddered set of sales in the mid-$260s, trimming his stake to about 1.25 million shares just days after the company beat back the shareholder suit tied to the global outage. Only 12,920 of those shares came from an option exercise, so the bulk was existing stock going out the door.

Mad Money w/ Jim Cramer 10/1/26

  • Cramer still buys Palantir at $190 after the stock gained 60% in Q3 and stalled short of his $250 target
  • Salesforce, up 46.5%, called the better SaaS-apocalypse rebound than Veeva at 30 times earnings
  • Caterpillar's 24% Q3 profit taking framed as a buying chance on data center engine demand
  • IBM, down 22% on its miss, gets the wait-a-quarter rule; Home Depot stays hostage to rates

Cramer wants to add software as the bounce-back trade and the beaten-down industrial names tied to data center power. He also warns that rising rates are the real threat heading into earnings season in a couple of weeks.

CRWDCrowdStrike
New 52-week high$262.74+0.1% vs prior high · 2026-09-23

CrowdStrike notched another 52-week high at $262.74, 0.1% past the peak it set six days ago. The $269 billion security name has nearly tripled off its February low near $90.

Cramer is calling out Anthropic CEO Dario Amodei for leaving cybersecurity out of the AI safety conversation, and booking CrowdStrike's George Kurtz to make the counterpoint.

I find Dario's dismissal of cybersecurity (by non-inclusion) curious. Does he even consult the cyber security experts? Remember when he said his he could do the cyber security. That's why i had George Kurtz on from Crowdstrike tonight
  • Replies24
  • Reposts9
  • Likes111

Cramer is calling the selloff in the two largest pure-play cybersecurity names mechanical profit-taking rather than a break in the growth story, a read worth testing against Barclays' warning that the group has run out of room.

Crowdstrike and Palo Alto will come back.... huge wave of profit-taking
  • Replies25
  • Reposts3
  • Likes61
CRWDCrowdStrike
Q2 2027
EPS
$0.31
est $0.29+6.3%
Revenue
$1.47B
est $1.44B+2.3%

Net new ARR accelerated 51% year over year to a record $332.8 million, and management raised full-year net new ARR growth guidance. Falcon Flex ARR doubled, the clearest sign yet that AI security budgets are landing here.

Quarterly EPS — reported vs estimate
New positionJim SimonsRenaissance Technologies LLC
Opened
CRWDCROWDSTRIKE HLDGS INC
Shares
749K
Value
$572M
% of portfolio
0.8%

As of Jun 30, 2026 · disclosed Aug 13, 2026 · ~45 days stale — may not reflect current positions.

Renaissance Technologies disclosed a brand-new CrowdStrike stake as of June 30, now roughly 0.8% of its 3,140-name book, an outsized weight for a quant fund that spreads bets thin. NVIDIA remains its largest disclosed long, while Goldman Sachs, Bank of America and Arm dropped off the list entirely.

CRWD Coverage

Frequently Asked Questions

What does CrowdStrike do?

CrowdStrike Holdings, Inc. is a global cybersecurity company that operates the CrowdStrike Falcon platform, a cloud-native, AI-powered platform designed to protect enterprise endpoints, cloud workloads, identity, and data.

What is the CRWD stock price target?

24/7 Wall St.'s 12-month price target for CRWD is $283.60, rated Buy. The Wall Street consensus target is $237.77. CRWD price prediction →