CrowdStrike Holdings, Inc. (CRWD) Stock Price & Analysis
CrowdStrike Holdings, Inc. (CRWD) closed at USD 237.94 on Thursday, October 22, 2026, down 0.58% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 239.34; the Oct 22, 2026 session ranged USD 235.17–246.36 on volume of 10,095,313 shares. Market capitalization is $243.64B, with a 52-week range of USD 85.68–286.99 (NMS). Source: Nexqual, retrieved October 23, 2026 at 09:57 UTC.
Also available as compact Markdown for AI agents: nexqual.com/CRWD.md
Key facts (CRWD)
- Last four reported quarters (through Jul 31, 2026): revenue $5.40B, net income $58.5M (1.1% margin), free cash flow $1.61B (SEC filings).
- Valuation: P/E 4167.6x (avg 987.3x at the last 1 fiscal year-ends).
- 1 of 80 tracked superinvestors hold CRWD (13F, Q2 2026): 1 new, 0 added, 0 reduced, 0 unchanged.
- Analysts: Buy (mean 2.09 on a 1–5 scale) (53 analysts), mean target USD 246.65 (range 132–325).
- Total return with dividends: 1Y +82.3% vs S&P 500 +14.9%; 5Y +235.8% vs S&P 500 +80.3%.
- Next earnings: 2026-12-01, EPS estimate USD 0.31, revenue estimate $1.53B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (CRWD)
| USD | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $1.45B | $2.24B | $3.06B | $3.95B | $4.81B | $5.40B |
| Gross profit | $1.07B | $1.64B | $2.30B | $2.96B | $3.59B | — |
| Operating income | -$143M | -$190M | -$19.1M | -$116M | -$293M | -$119M |
| Net income | -$235M | -$183M | $72.2M | -$15.2M | -$163M | $58.5M |
| EPS (diluted) | -$0.26 | -$0.20 | $0.07 | -$0.01 | -$0.16 | — |
| Free cash flow | $463M | $706M | $990M | $1.13B | $1.31B | $1.61B |
| Gross margin | 73.6% | 73.2% | 75.2% | 75.0% | 74.7% | — |
| Operating margin | -9.8% | -8.5% | -0.6% | -2.9% | -6.1% | -2.2% |
| Net margin | -16.2% | -8.2% | 2.4% | -0.4% | -3.4% | 1.1% |
| Revenue growth | +66.0% | +54.4% | +36.3% | +29.4% | +21.7% | — |
| Cash + short-term investments | $2.00B | $2.71B | $3.47B | $4.32B | — | — |
| Total debt | $740M | $741M | $742M | $744M | $745M | — |
Fiscal years end Jan. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jul 31, 2026) (CRWD)
P/E 4167.6x · P/S 45.1x · P/FCF 151.4x · P/B 47.8x · FCF yield 0.66% · Earnings yield 0.02%
P/E at fiscal year-ends: Jan 2024 987.3x.
Superinvestors (SEC 13F-HR, Q2 2026) (CRWD)
1 of 80 tracked investors hold CRWD. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Lee Ainslie | Maverick Capital | 0.01% | $1.1M | New position |
Analysts (CRWD)
Consensus Buy (mean 2.09 on a 1–5 scale), 53 analysts; mean target USD 246.65 (low 132, high 325).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-22 | Mizuho | Target raised | Outperform | $250 → $275 |
| 2026-10-16 | Keybanc | Target raised | Overweight | $245 → $265 |
| 2026-10-15 | Citigroup | Target raised | Buy | $260 → $295 |
| 2026-10-14 | Freedom Broker | Target raised | Buy | $260 → $320 |
| 2026-10-14 | BTIG | Target raised | Buy | $245 → $312 |
| 2026-10-13 | Wells Fargo | Target raised | Overweight | $235 → $300 |
| 2026-10-09 | Needham | Target raised | Buy | $250 → $310 |
| 2026-10-08 | BMO Capital | Target raised | Outperform | $235 → $295 |
| 2026-10-08 | Amerx | Initiated | Underweight | $212 |
| 2026-10-06 | StoneX | Target raised | Buy | $250 → $325 |
| 2026-10-02 | TD Cowen | Target raised | Buy | $250 → $280 |
| 2026-09-21 | Morgan Stanley | Target raised | Overweight | $238 → $254 |
Total return (dividends reinvested) (CRWD)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +82.3% | +235.8% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +82.7% | +27.3% |
| Volatility (annualized) | 54.9% | 51.4% |
| Max drawdown | -37.2% (Nov 2025→Feb 2026) | -66.7% (Nov 2021→Jan 2023) |
CRWD revenue by product line (quarter ended Jul 31, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Subscription | $1.40B | 95.2% | +27.0% |
| Professional services | $70.6M | 4.8% | +7.0% |
| Total revenue | $1.47B | 100% | — |
CRWD revenue by region (quarter ended Jul 31, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| United States | $954.5M | 64.9% | +21.6% |
| Europe, Middle East, and Africa | $263.7M | 17.9% | +40.0% |
| Asia Pacific | $157.9M | 10.7% | +34.3% |
| Other | $94.8M | 6.4% | +21.1% |
| Total revenue | $1.47B | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
CRWD suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Customer | AI | “We believe our approach has defined a new category called the AI Security Cloud, which has the power to transform the cybersecurity industry the same way the cloud has transformed the customer relationship management, human resources, and service management industries.” |
| Customer | Amazon (AMZN) | “To further meet the compliance demands of the government, customers can elect to deploy the Falcon platform in the AWS GovCloud.” |
| Customer | Intel (INTC) | “•Our Intel Graph, which analyzes and correlates data and threat intelligence to visualize the connections between adversaries and attacks to help customers prioritize investigations and gain a deep understanding of the threat landscape.” |
| Partner | Alphabet (Google) (GOOGL) | “We will continue to invest in customer acquisition programs, including our channel partnerships and new programs, like our free trial program of Falcon Go that is easily downloaded from our website, the AWS Marketplace, the Google Marketplace, and the Microsoft Marketplace.” |
| Partner | Microsoft (MSFT) | “We will continue to invest in customer acquisition programs, including our channel partnerships and new programs, like our free trial program of Falcon Go that is easily downloaded from our website, the AWS Marketplace, the Google Marketplace, and the Microsoft Marketplace.” |
Quoted from the company's 10-K filed Mar 5, 2026.
Companies that name CRWD in their SEC reports
| Relationship to CRWD | Company | Filing | Sentence |
|---|---|---|---|
| supplier | D-MARKET Electronic Services & Trading (HEPS) | 20-F Apr 30, 2026 | “Our systems were briefly affected by the CrowdStrike software update, during which time customers using our platform encountered issues while ordering items.” |
| supplier | Flywire Corp (FLYW) | 10-K Feb 24, 2026 | “Additionally, in July 2024, a software update by CrowdStrike Holdings, Inc., a cybersecurity technology company, caused widespread crashes of Windows systems into which it was integrated, including certain Windows systems used by our vendors and customers.” |
| supplier | BLACKBAUD INC (BLKB) | 10-K Feb 18, 2026 | “For example, on July 19, 2024, CrowdStrike Holdings, Inc. ("CrowdStrike"), which provides cybersecurity services to millions of Microsoft Windows systems worldwide, including to certain Windows systems operated by Blackbaud, implemented a software update to its Falcon sensor software that was flawed and caused Falcon to crash, thereby causing widespread crashes of Windows systems into which it was integrated, incl…” |
CRWD company outlook (results filed Aug 26, 2026)
- “CrowdStrike is providing the following guidance for the third quarter of fiscal 2027 (ending October 31, 2026) and increasing its guidance for fiscal year 2027 (ending January 31, 2027).”
Quoted word-for-word from the SEC 8-K results press release.
CRWD analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Oct 2026) | $0.31 | $0.31 | +0.3% | $1.53B | 45 |
| Next quarter (ends Jan 2027) | $0.36 | $0.35 | +1.1% | $1.62B | 45 |
| Current fiscal year (ends Jan 2027) | $1.26 | $1.28 | -2.0% | $6.01B | 51 |
| Next fiscal year (ends Jan 2028) | $1.61 | $1.63 | -1.0% | $7.38B | 53 |
CRWD options: expected move
Options price a move of about ±17.8% (±$42.22) by Dec 4, 2026, which includes earnings on Dec 1, 2026; the earnings reaction alone is priced at about ±9.3%. Over the last 8 reports the stock moved ±7.1% on average.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Oct 30, 2026 | 7 | 62.6% | ±7.5% |
| Nov 6, 2026 | 14 | 62.4% | ±10.2% |
| Nov 13, 2026 | 21 | 60.2% | ±11.9% |
| Nov 20, 2026 | 28 | 58.5% | ±13.2% |
| Nov 27, 2026 | 35 | 56.3% | ±14.1% |
| Dec 4, 2026 | 42 | 65.1% | ±17.8% |
| Dec 18, 2026 | 56 | 63.2% | ±20.2% |
| Jan 15, 2027 | 84 | 58.8% | ±22.7% |
30-day implied volatility 58.1% vs 61.4% realized over the last 30 trading days. Put/call ratio (volume) 0.7. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 09:57 UTC)
| Price | USD 237.94 |
|---|---|
| Change | ▼ 0.58% (down) |
| Previous Close | USD 239.34 |
| Open | USD 243.68 |
| Day Range | USD 235.17 – 246.36 |
| 52-Week Range | USD 85.68 – 286.99 |
| Volume | 10,095,313 shares |
| Market Cap | $243.64B |
| Exchange | NMS |
Technical Analysis (CRWD)
Nexqual's technical model rates CRWD "NEUTRAL" based on 2 bullish and 3 bearish signals across 127 daily candles, as of October 23, 2026 at 09:57 UTC.
| Overall Signal | NEUTRAL |
|---|---|
| RSI (14) | 47.64 (neutral) |
| vs SMA50 | Above (USD 234.16) |
| MACD | -1.11 (negative) |
Analyst Ratings (CRWD)
Wall Street analysts rate CRWD "Buy" based on 53 analysts, with a mean price target of USD 246.65 (range USD 132–325), per Nexqual as of October 23, 2026 at 09:57 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 53 |
| Mean Target | USD 246.65 |
| High Target | USD 325 |
| Low Target | USD 132 |
| Buy / Hold / Sell | 40 / 12 / 1 |
Earnings (CRWD)
| Next Earnings Date | 2026-12-01 |
|---|---|
| EPS Estimate | USD 0.31 |
| Revenue Estimate | $1.53B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-07-31 | USD 0.31 vs est 0.29 ▲ beat |
| 2026-04-30 | USD 0.28 vs est 0.27 ▲ beat |
| 2026-01-31 | USD 0.28 vs est 0.28 ▲ beat |
| 2025-10-31 | USD 0.24 vs est 0.24 ▲ beat |
Source: Nexqual, October 23, 2026 at 09:57 UTC.
Financials & Fundamentals (CRWD)
| Total Revenue | $5.40B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +25.80% |
| Gross Margin | +75.19% |
| Operating Margin | -2.26% |
| Profit Margin | +0.83% |
| ROE | +1.46% |
| Debt / Equity | 0.16 |
| Current Ratio | 1.57 |
| Total Cash | $5.01B |
| Total Debt | $820.18M |
| Free Cash Flow (last four quarters to Jul 2026, SEC 10-Q / 10-K) | $1.61B (29.8% of revenue) |
Source: Nexqual, October 23, 2026 at 09:57 UTC.
Financial Health Score (CRWD)
Nexqual rates CrowdStrike Holdings, Inc.'s overall financial health "Solid" across five dimensions, as of October 23, 2026 at 09:57 UTC.
| Growth | Strong — Revenue +22% YoY (annual) |
|---|---|
| Profitability | Solid — Gross margin 75%, operating -2% (last 12 months) |
| Balance Sheet | Strong — $5.01B cash vs $820M debt, net cash position |
| Cash Flow | Strong — FCF $1.61B (last 4 quarters to Jul 2026, SEC), 30% margin |
| Efficiency | Weak — ROE 1%, ROA -0.8% |
Ownership (CRWD)
| Insider Ownership | +1.35% |
|---|---|
| Institutional Ownership | +77.88% |
| Shares Outstanding | 1.02B |
| Float | 1.01B |
| Short % of Float | +2.60% |
Source: Nexqual, October 23, 2026 at 09:57 UTC.
Leadership (CRWD)
CrowdStrike Holdings, Inc. is led by George R. Kurtz, Co-Founder, President, CEO & Director, per Nexqual as of October 23, 2026 at 09:57 UTC.
| Co-Founder, President, CEO & Director | George R. Kurtz |
|---|---|
| President | Michael Sentonas |
| Chief Financial Officer | Burt W. Podbere |
| Chief Technology Innovation Officer | Alex Ionescu |
| Vice President of Investor Relations & Strategic Finance | Andy Nowinski |
Major Backers & Investors (CRWD)
Notable institutional backers of CrowdStrike Holdings, Inc. include Fidelity, Invesco, JPMorgan, according to Nexqual as of October 23, 2026 at 09:57 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Fidelity | 1.29% |
| Invesco | 0.82% |
| JPMorgan | 0.8% |
| FMR, LLC | 0.76% |
| SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF | 0.72% |
| Morgan Stanley | 0.63% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 2.16% |
| BlackRock | 2.13% |
| State Street | 1.13% |
| Geode Capital | 0.59% |
Source: Nexqual, October 23, 2026 at 09:57 UTC.
From CrowdStrike Holdings, Inc.'s Latest SEC 10-K Filing (filed 2026-03-05)
Key Strengths & Strategy (as disclosed to the SEC)
- Enterprise Graph unifies our pioneering graph technologies (including Threat Graph, Intel Graph, and Asset Graph) into a living, connected model of the enterprise.
- Our Falcon platform is composed of two tightly integrated proprietary technologies: our lightweight sensor and our Security Cloud.
- We will continue to invest in customer acquisition programs, including our channel partnerships and new programs, like our free trial program of Falcon Go that is easily downloaded from our website, the AWS Marketplace, the Google Marketplace, and the Microsoft Marketplace.
- We launched the CrowdStrike Marketplace, the first open cloud-based application PaaS for cybersecurity, which allows customers to purchase CrowdStrike products and provides an ecosystem of trusted partners and applications for our customers to choose from.
Partnerships
- We work with a wide array of go-to-market partners in our technology alliance partners to design go-to-market strategies that combine our platform with products and/or services provided by our technology alliance partners.
Legal & Regulatory Risks (Item 1A, quoted)
- We may not be effective in policing unauthorized use of our intellectual property, and even if we do detect violations, litigation or technical changes to our products may be necessary to enforce our intellectual property rights.
- Claims by others that we infringe their proprietary technology or other intellectual property rights could result in significant costs and substantially harm our business, financial condition, results of operations, and prospects.
- We license technology from third parties, and our inability to maintain those licenses could harm our business.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| PANW | Palo Alto Networks, Inc. | USD 354.92 | ▲ 2.21% |
| ORCL | Oracle Corporation | USD 125.54 | ▼ 2.78% |
| FTNT | Fortinet, Inc. | USD 172.98 | ▼ 0.61% |
| PLTR | Palantir Technologies Inc. | USD 196.19 | ▼ 2.74% |
| NET | Cloudflare, Inc. | USD 303.61 | ▼ 1.18% |
| SNPS | Synopsys, Inc. | USD 422.48 | ▼ 6.36% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:57 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt