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NASDAQ:CRWD

CrowdStrike Holdings (CRWD)

682.80
-2.06 (0.30%)
as of Jun 18, 2026, 11:53:45 pm Market Open.
49 watching
0
DON'T BUY

A disappointment, underperforming Fortinet and Palo Alto. This hasn't captured more market share, though it saw a technical breakout a few weeks ago.

BUY ON WEAKNESS

Reported a good beat and raised forecast, but shares still fell. A mystery to him. Doesn't see it declining more.

Unspecified

It provides cloud delivered solutions and cloud workload protection which is becoming very important and a very good niche to be in. It was reluctant to provide guidance in the last report. It is capital intensive and spends heavily on sales and marketing.

(Analysts’ price target is $148.50)
DON'T BUY

Don't add if you already own. Tenable Holdings was down 10% yesterday, which signals sector headwinds ahead.

BUY

They wracked up huge gains when they peaked in late 2021, then plunged with the sector, bottoming last January after shedding 69% of value. Since then, they have boucned from $92 to $129. Yesterday they delivered a great quarter with beats on every key line and issued better guidance. Are confident about the future. They have never missed sales or earnings estimates, but this is a tricky time for fast-growing cybersecurity stocks.

DON'T BUY
Fallen dramatically. 10x revenue, no profitability in sight. For example, GOOG is at 4x revenue. Is it a great company? Yes, growing well, cybersecurity is front and centre. But is it a great stock? Too much future growth is priced in to the stock, still expensive.
PAST TOP PICK
(A Top Pick Dec 29/21, Down 49%) Cybersecurity. He owns a little less than a 1% position. One of leaders in endpoint and cloud workload protection. (Analysts’ price target is $180.70)
DON'T BUY
Good time to buy right now. Growth is likely to be out of favor this cycle with higher interest rates. Will wait to invest. Not bullish on the future of internet security.
COMMENT
They report this week. They're almost as consistent as peer Palo Alto, who pivoted from pure growth to profitable growth. That's why PA has moved up this month. Can Crowdstrike make the same pivot?
HOLD
Not a cheap stock and that's why it hasn't performed even after a flawless quarter. Their business model and growing dominance over the entire Fortune 500 will be more meaningful than a discounted PE. Will stick with this.
HOLD
Expectations were high going into the last quarter. Guidance was better as were margins, but there wasn't enough in the report to carry positive momentum. He's holding because he believes in this long-term.
SELL
He sold it. This has really performed. But he's trimming his portfolio. These cloud names are volatile. He's fine taking profits.
BUY
Cybersecurity demand never goes away, especially with the Russian threat. These stocks are rebounding after tech was slammed. Last Thursday, CRWD again beat their numbers top and bottom line with sales up 61% YOY. Managers also delivered terrific guidance this quarter and raised their full-year forecast. But shares still tumbled on Friday which is an insane response. Today, they rebounded over 4% today.
BUY
Shares are jumping after hours after their report It fell far from its all-time high some months ago. But earnings were really good: beat EPS by 50% and guided higher for this fiscal year. At 20x revenue it is expensive, but all these stocks are. This upside move will continue.
BUY
Shares are jumping after hours after their report He likes it. Cybersecurity is on the top of everyone's minds, especially given the Russian war. Despite a bloated PE, CRWD is pivoting from non-profitable to profitable operations by 2022.
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