Up Over 100% in 2026, Is CrowdStrike Still a Buy?

Impact · against what's priced in

The article provides no catalyst for CrowdStrike as the reported revenue and cross-sell metrics are already baked into the current valuation. The mentioned growth figures align with existing expectations, and the warnings regarding valuation reflect the market's current refusal to price in extreme bull cases.

CRWD+0.00

Already priced in

The price assumes

The company's 25% year-over-year annual recurring revenue growth to $5.8 billion

The report of 25% ARR growth in the fiscal 2027 second quarter is identical to the growth rate the market is already paying for.

What CRWD's price assumes · Sep 4

• recurring revenue▲267%
• growth stocks▲7%
• software▲1%
• ai
• CRWD
• cybersecurity
• endpoint protection