CRWD

CrowdStrike Holdings, Inc.

TMT, Software


Presented:08/26/2024
Price:$265.87
Cap:$64.70B
Current Price:$302.31
Cap:$74.11B

Presented

Date08/26/2024
Price$265.87
Market Cap$64.70B
Ent Value$55.07B
P/E Ratio499.66x
Book ValueN/A
Div Yield0%
Shares O/S243.36M
Ave Daily Vol8,692,239
Short Int3.72%

Current

Price$302.31
Market Cap$74.11B
CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011, and is headquartered in Austin, TX.

Publicly traded companies mentioned herein: Crowdstrike Holdings Inc (CRWD), Delta Air Lines Inc (DAL), Microsoft Corp (MSFT), Okta Inc (OKTA), SentinelOne Inc (S)

Highlights

The presenter is long shares of Crowdstrike Holdings Inc (CRWD), as he does not believe the company is structurally impaired after it deployed faulty software causing widespread issues. His checks do not indicate any major customer losses, only that some deals have been put on pause. As such, he places a 2:1 risk-reward ratio on the stock with 50% upside as earnings expectations reset.

  • Signing up and creating account with us unlocks this content for you. Contact us today for full access to DeMatteo Research and more.

  • Signing up and creating account with us unlocks this content for you. Contact us today for full access to DeMatteo Research and more.

Request access to DeMatteo Research for full access

Request Access

Already have an account?

Idea Discussion

Commentor 1 - 2 weeks ago

Signing up and creating account with us, unlocks this content for you. Contact us today for full access to DeMatteo Research and more.

Commentor 1 - 2 weeks ago

Signing up and creating account with us, unlocks this content for you. Contact us today for full access to DeMatteo Research and more.

Idea Discussions display submitted commentary from our investor community.

To read and participate in the discussion with the presenter and investor base, request access to DeMatteo

Request Access

Already have an account?

An error occurred loading this content. Try again later or contact us.