CRWDCybersecurity

CrowdStrike Holdings

Cloud-native endpoint security platform. Falcon platform protects 28,000+ customers including DoD, IC, and 8 of 10 top global financial institutions. AI-powered threat intelligence and SIEM leader.

$342.90

▲ $7.21 (+2.15%)

◆ KEY PROGRAMS

Falcon XDR PlatformFalcon OverWatch (MDR)Falcon Intelligence (TI)CISA JCDC PartnershipDoD IL5 AuthorizationFalcon LogScale SIEM

◆ RECENT CONTRACTS

DoD Endpoint Protection Renewal

DISA · 2026-02-22

$380M

NATO Locked Shields Red Team

NATO CCDCOE · 2026-03-08

$48M

IC Community License Expansion

IC CIO · 2025-12-14

$220M

◆ RELATED SIGNALS (1)

This CEO Just Put $10 Million of His Own Money Into His Company's Stock. Here's Why It's a Great Buy Right Now.

After a massive sell-off, this CEO thinks his company's stock is a bargain.

◆ GEOPOLITICAL HEADWINDS (2)

EU Expands Russia Sanctions — 14th Package Targets Defence Supply Chains

SEV 7

New EU sanctions package targets Russian microelectronics procurement networks. Secondary sanctions on third-country intermediaries.

NATO Baltic Shield: Largest Cyber Exercise Tests Grid Defense

SEV 5

NATO conducts "Locked Shields 2026" with 38 nations. Focus on energy grid and financial system resilience. CRWD provides red team support.

◆ FINANCIALS

Revenue$3.9B

Ebitda$820M

Backlog$5.2B

P/E Ratio142.8

Div Yield0%

◆ RISK FACTORS

⚠July 2024 outage reputational overhang

⚠Competition from PANW and S

⚠Renewal risk post-incident

⚠High valuation multiple compression risk

◆ RELATED

PANW S ZS FTNT PLTR

◆ MACRO CONTEXT

FOMC Holds Rates at 4.25-4.50% — Unanimous Decision

RATE DECISIONHAWKISH

Powell Press Conference: "Patient Approach Remains Appropriate"

SPEECHHAWKISH

Fed Governor Waller: Data Supports Holding Through Q3

SPEECHHAWKISH