CrowdStrike (CRWD)
NASDAQ · Technology · analysed October 12, 2026
Founded in 2011, CrowdStrike Holdings, Inc. is a leading cybersecurity company that provides cloud-delivered protection across endpoints, cloud workloads, identity, and threat intelligence through its unified CrowdStrike Falcon platform. The company is currently focused on expanding its AI-native security capabilities—highlighted by its Charlotte AI agentic framework—to automate security operations center workflows and defend against modern cyber threats. Additionally, CrowdStrike is driving enterprise platform consolidation through flexible commitment options like its Falcon Flex model, alongside continued expansion into cloud security, identity protection, and next-generation SIEM solutions.
Executive summary
CrowdStrike demonstrates strong fundamental execution and platform expansion, with Q2 FY2027 net new annual recurring revenue growing 51% year-over-year and full-year revenue guided to approximately $6.0 billion1. The company maintains industry-leading endpoint market share and 97% gross retention, supported by high switching costs and the rapid adoption of its Falcon Flex licensing model1,8. However, with the stock up 136% over the past six months to trade at a forward P/E of 185.87 and above consensus analyst price targets, current valuation leaves little room for execution missteps1,8.
Sources cited here, 2 of 35
- 1ir.crowdstrike.com
- 8seekingalpha.com
Key figures
- Market cap
- $281.6B
- P/E, trailing
- 7373.3
- P/E, next 12 months
- 185.9
- Revenue growth, last fiscal year
- 21.7%
- Net margin, last fiscal year
- 1.6%
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