CrowdStrike (CRWD)
NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-10-30
$250.43-4.10%
Close 2026-10-30 · 1-day change
NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-10-30
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: 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.
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 high — the market is pricing in about 116% growth a year, above the roughly 28% analysts expect, leaving little room for error.
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 platform must compound toward its $20 billion ARR objective to support its sales multiple. Revenue growth was 26% year over year in both recent quarters, following 23%; latest non-GAAP earnings beat consensus. CRWD trades at 51× sales versus 4× for peers and 28× its own history. The market is pricing in more growth than our forecast, so expectations look full. The risk is premium compression if growth fails to justify that peer gap; next-quarter miss probability is 23%. Peer multiples imply a price about 116% below where it trades; our read remains intact.
Trailing returns as of 2026-10-30. 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 Oct 2026).
Based on 27 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 6 valuation methods, at three horizons. As of 2026-10-30. 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.
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.
Advances: Achieve $20 billion annual recurring revenue (ARR)
Stock price target increase supports growth towards $20 billion ARR.
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 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $250.43
The last 12 months of price, then the range of analyst 12-month targets from today’s $250.43.
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.
Around the middle on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Achieve $20 billion annual recurring revenue (ARR)
Increased price target reflects confidence in AI security growth.
Threatens: Execute share repurchase program
CEO stock sale raises concerns about commitment to share repurchase.
Advances: Execute share repurchase program
Protects shareholder value and supports share repurchase program.
Advances: Achieve $20 billion annual recurring revenue (ARR)
Cramer's support highlights growing cybersecurity demand.
Threatens: Execute share repurchase program
CEO share sale raises concerns about commitment to share repurchase.
Threatens: Execute share repurchase program
CEO stock sale raises concerns about commitment to share repurchase.
Threatens: Execute share repurchase program
CEO share sale raises concerns about alignment with long-term growth.