CRWD

CrowdStrike Holdings, Inc.

TechnologySoftware - InfrastructureNASDAQ

$384.62

-$45.18 (-11.75%)today

Conviction

0/ 10

Fair Value$489.65

Upside+27.31%

Signal0

Market Cap$96.5B

52W Range$298–$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

KEY VALUE DRIVERS

Spearman correlation — what moves this valuation most

Quick Take

CrowdStrike Holdings, Inc.

Forward P/E61.6x

P/S20.1x

EPS (TTM)-$0.67

Analyst Target$489.65

Analyst Upside27.3%

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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%...