CrowdStrike (CRWD)
NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-07-07
$194.62-2.39%
Close 2026-07-07 · 1-day change
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Track CRWD free→Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Systems Software: fringe margins under pressure (2q confirmed)
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Management is running behind on a stated commitment.
View ThesisRevenue is growing steadily — about 23% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on earnings delivery, the balance sheet.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 2% a day.
View RiskCrowdStrike's growth in cybersecurity must continue to justify its current price. Revenue grew 26% year over year, and the last quarter beat expectations. It trades at 49× P/E, which is in line with its peer median. The price reflects less growth than expected, indicating modest expectations. A sharp drop in stock price may signal a repricing of the thesis. Peer multiples imply a price about 62% above where it trades.
Trailing returns as of 2026-07-07. CRWD is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 53 analysts currently covering CRWD (as of Jul 2026).
Based on 26 Wall Street analysts offering 12-month price targets for CRWD in the last 4 months.
A consensus fair price across 7 valuation methods, at three horizons. Current price $194.62. As of 2026-07-08. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Systems Software — fair value, gap to price, and forward P/E.
Price target cut indicates potential revenue growth concerns.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-07-07. EPS is implied from price ÷ P/E. Not investment advice.
Current $194.62
The last 12 months of price, then the range of analyst 12-month targets from today’s $194.62.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Achieve $20 billion ARR
AI threats boost demand, supporting growth objectives.
Advances: Increase FY27 revenue
Strong results support revenue growth expectations.
Threatens: Align CEO incentives with growth
CEO stock sale raises concerns about alignment with growth objectives.
Threatens: Align CEO incentives with growth
Insider selling may raise concerns about management's confidence.
Advances: Achieve $20 billion ARR
Positive sentiment boosts growth outlook amid AI trends.
Advances: Achieve $20 billion ARR
SWOT analysis highlights growth potential amid AI shifts.
Advances: Achieve $20 billion ARR
Record performance indicates strong market position.
