NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-07-31
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Create your account →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 depends on strong demand for its AI-driven security solutions. Revenue grew 26% year over year, and the last quarter beat expectations. It trades at 45× P/E, which is in line with its peer median of 38×. The price reflects less growth than expected, indicating modest expectations. A specific risk is that management is behind on commitments, which could hurt credibility. Peer multiples imply a price about 29% below where it trades.
Trailing returns as of 2026-07-31. CRWD is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 54 analysts currently covering CRWD (as of Jul 2026).
Based on 29 Wall Street analysts offering 12-month price targets for CRWD in the last 4 months.
A consensus fair price across our valuation methods, at three horizons. As of 2026-08-01. 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.
Above average 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.
Cerebras deal enhances AI capabilities, supporting growth objectives.
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 2026-07-31. EPS is implied from price ÷ P/E. Not investment advice.
Current $190.86
The last 12 months of price, then the range of analyst 12-month targets from today’s $190.86.
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.
Partnership could enhance growth potential and revenue.
Price target cut indicates potential revenue growth concerns.
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.
