CRWD

CrowdStrike Holdings, Inc.
TechnologySoftware - InfrastructureNASDAQ
$731
+$93.34 (12.77%)today
Conviction
0/ 10
Fair Value$489.86
Upside-32.99%
Signal0
Market Cap$102.1B
52W Range$318.38–$566.90
Next EarningsJun 9

Price History

FAIR VALUE ANALYSISMonte Carlo · 5,000 runs · 99% valid
Fair Value$91.63
Current Price$369.58
Upside / Down-75.2%
P(Undervalued)0.0%
P(20%+ Up)0.0%
P(15%+ Down)100.0%

Fair Value Distribution — percentile bands

0.0% of simulations place fair value above current price

WHAT IS PRICED IN

FCF-Based Reverse DCF

46.2%/yr

±3.9% · FCF growth to justify current price

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Quick Take

CrowdStrike Holdings, Inc.

Forward P/E65.2x
P/S21.2x
EPS (TTM)-$0.64
Analyst Target$489.86
Analyst Upside-33.0%

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Bull Case

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Bear Case

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Research Feed

sec_10qMar 1
Conviction: unchanged
CRWD Q3 FY2026 10-Q: Post-Incident Recovery Accelerating, Valuation Stretched

ARR grew to $4.92B (+23% YoY) with Q3 net new ARR of $265M — the strongest quarter since before the July 19 Incident — validating thesis recovery. Revenue $1.234B (+22%), subscription gross margin 78%...