CrowdStrike (CRWD)
NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-09-04
$213.10-0.87%
Close 2026-09-04 · 1-day change
NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-09-04
Research Workspace
Put CRWD beside peers and holdings, graph the same metric, and keep your notes with the evidence.
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 is in expansion. Describes the industry's cycle state, not a call on this stock.
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.
The reason to own it still holds.
View ThesisRevenue growth is accelerating — up about 24% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens weak on the balance sheet, guidance credibility.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 37% in its worst 12-month stretch.
View RiskCrowdStrike's AI Security strategy must keep growing to justify its price. The company aims for $10 billion in annual recurring revenue by 2030. Revenue grew 26% year over year, and the last quarter beat expectations. It trades at 41 times price-to-sales, above the peer median of 5 times. This suggests the price reflects less growth than expected. A risk exists if CrowdStrike cuts guidance after raising it recently. Our read remains intact.
Trailing returns as of 2026-09-04. CRWD is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 52 analysts currently covering CRWD (as of Sep 2026).
Based on 32 Wall Street analysts offering 12-month price targets for CRWD in the last 4 months.
Continue this research
Compare CRWD with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| CRWD Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across our valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
No fair value published
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
This applies to all three horizons. The trailing multiples, peer comparison, and quality and trajectory reads on this page are unaffected. Names move in and out of this state day to day as the methods converge or diverge. Method agreement on this name is low.
Around the middle on quality vs scored peers
A price-focused, side-by-side fair-value read versus Systems Software — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put CRWD next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
New partnership enhances CrowdStrike's market position and growth potential.
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 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $213.10
The last 12 months of price, then the range of analyst 12-month targets from today’s $213.10.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Achieve $20 billion annual recurring revenue (ARR)
Integration of GPT-5.6 enhances product offering and growth potential.
Threatens: Increase fiscal year 2027 revenue
Guidance reality check raises concerns about future revenue growth.
Threatens: Execute share repurchase program
CEO stock sale raises concerns about alignment with long-term growth.
Advances: Achieve $20 billion annual recurring revenue (ARR)
Highlights potential for significant ARR growth.
Advances: Increase fiscal year 2027 revenue
Earnings call provides positive revenue guidance.
Advances: Increase fiscal year 2027 revenue
Raising guidance supports revenue growth objectives.
Advances: Increase fiscal year 2027 revenue
Q2 beat and stronger fiscal 2027 outlook boosts growth prospects.
