CrowdStrike Holdings (CRWD) Buy, Sell or Hold

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CrowdStrike Holdings (CRWD)

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682.80

-2.06 (0.30%)

as of Jun 18, 2026, 11:53:45 pm Market Open.

49 watching

BUY

The enterprise environment (for cybersecurity) is great, even better than pre-Russia/Ukraine, and shares have traded back to those levels.

BUY

You can play it long into earnings that'll be announced tomorrow.

HOLD

Nov. 10 was their record high to cap a record year. It got caught up in the rotation out of high-growth into cyclicals. But he's not worried. He stays long--cybersecurity remains a top concern facing the world. Holding on.

TOP PICK

Cybersecurity. Provides cloud-delivered solutions for endpoint and cloud-workload protection. In the perfect place. Second only to MSFT for cybersecurity execution. Nice pullback. 12-month price target of $315. No dividend. (Analysts’ price target is $290.07)

BUY ON WEAKNESS

He has been in and out of this many times this year. He's buying now. He's traded this well. Most of the correction here is due to long-duration assets selling, and this should be done. Cybersecrity matters now. He's happy to step in now around $200 and restart his position--and he did.

PARTIAL BUY

Cybersecurity. Pretty volatile. You could buy it in here at $230, add to it at 220, 210. When it gets to $270-300, write some calls, because it's pretty good protection. Price target of $315. His research tells him that this is one of the most visionary vendors, second only to MSFT in its ability to execute.

BUY

CRWD vs. PANW He owns CHKP instead. It's a bit cheaper and has a suite of new products that will accelerate their revenue growth. Cybersecurity is a very strong growth area that you have to be in. People working outside the office creates a lot of issues. Owning any of them will benefit you.

COMMENT

It's priced to more than perfection. It's really expensive. It topped at $265ish in mid-July. It's a valuation call. All these cyber stocks are in play; the story isn't over, but rather the valuation got caught on the back of this quarter.

BUY

Last week they reported a fine quarter and he expected shares to spike. It didn't. Yes, there's a rotation favouring reopenings, but this is ridiculous. Cybersecurity is now a huge issue. We've seen ransomware attacks on Colonial Pipeline, for example. CRWD reported strong top- and bottom-line beats last quarter with 74% annual recurring revenue growth and they raised their full-year forecast. This industry is amazing.

BUY

It's been on fire during the pandemic and is coming out of it with a good business plan and a growing market.

COMMENT

Major ransomware attack on meat plants by Russia is the latest of several against the U.S. They have a pipeline and backlog of projects. Recent numbers showed 81% revenue growth, with revenues above $1 billion. On the enterprise side, there's room to sell more cybersecurity. These cybersecurity stocks are expensive, and they have not gone up. Year to date, we've had several cyber attacks (i.e. pipeline), but these stocks have gone nowhere.

BUY ON WEAKNESS

An essential 5G play They offer cybersecurity, so they will benefit from protecting 5G networks and phones. Up 264% in the past year, but has pulled back recently, so it's a buying opportunity.

BUY ON WEAKNESS

Security business, endpoint protection. New module expands its total addressable market. A favourite of Gartner Research, calling it a "visionary vendor" second only to MSFT. Trading at a bit of a discount. May be able to buy in low $120s. Price target of $160.30. Don't buy and hold; you must monitor it closely. Also likes PANW and CYBR, with PANW being a long-term hold.

BUY

Will its growth continue during Covid? This is one of the best in this sector (along with Palo Alto). It received a recommendation today and the stock rose. Valuation has gotten high, but long term this is fine.

COMMENT

What he calls one of 15 Red Hot stocks: unstoppable growth stocks with a sky-high valuation (30-100x sales, not earnings) With Okta, is a cloud cybersecurity play. Offers only 30% revenue growth, though trades at 30x sales, which is insane, but what can he say? Danger of a downside hit at these levels.

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