Posts on CRWD

Latest ideas and analyses related to CrowdStrike Holdings Inc. Class A Common Stock

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CRWD

+20 pts



$CRWD Crowdstrike - Strong Demand

By Btam on Sept. 2, 2022, 5:03 a.m.
Tagged topics: earnings results

Views: 24, Votes: 5, Responses: 0, Attachments: 1
CRWD

+15 pts



Broader Platform Showing Up in Numbers

By mooreideas on Sept. 1, 2022, 2:15 p.m.
Tagged topics: conservative guidance

Views: 9, Votes: 3, Responses: 0, Attachments: 1
CRWD

+20 pts



Not Expecting Any Major Surprises

By mooreideas on Aug. 29, 2022, 2:41 p.m.
Tagged topics: earnings preview

Views: 23, Votes: 5, Responses: 0, Attachments: 1
CRWD

+54 pts



$CRWD Customer Survey Points To Sustained Momentum

By junkfoodlover on Aug. 17, 2022, 2:28 p.m.
Tagged topics: earnings results

Views: 45, Votes: 8, Responses: 0, Attachments: 1
CRWD , INTU , MSFT , PANW , CRM , NOW , ZI , INST , VEEV , TEAM , DDOG , HUBS , MDB , SNOW , TWLO , NET , CFLT , HCP , SHOP

+49 pts



Software Gut Check – Entering Confession Season

By mooreideas on July 21, 2022, 3:18 p.m.
Tagged topics: analyst checks

Views: 94, Votes: 5, Responses: 1, Attachments: 1
MSFT , INTU , NOW , ADBE , ZI , ZS , SNOW , CRWD

+47 pts



Looking for Quality in All the Right Places

By bbern3 on July 8, 2022, 10:47 a.m.
Tagged topics: analyst checks

Views: 64, Votes: 7, Responses: 0, Attachments: 1
CRWD

+42 pts



$CRWD Consolidator of Spend = Resilient in Any Environment

By labjordan on June 3, 2022, 11:26 a.m.
Tagged topics: earnings results

Views: 42, Votes: 4, Responses: 0, Attachments: 1
CRWD

+41 pts



$CRWD 1Q23 Results – Sustaining Strong Topline and FCF Growth

By realmomobags on June 3, 2022, 2:57 a.m.
Tagged topics: earnings results , security software , SaaS

Views: 25, Votes: 3, Responses: 1, Attachments: 1
CRWD , S

+34 pts



$CRWD $S - another analyst expects earnings beat from resilient cyber backdrop

By josiebe on May 31, 2022, 10:46 a.m.
Tagged topics: earnings preview

Views: 123, Votes: 4, Responses: 0, Attachments: 1
CRWD

+37 pts



$CRWD - analysts see upside to Q1 results and outlook following checks

By CdnInvstr on May 30, 2022, 12:26 p.m.
Tagged topics: earnings preview

Views: 149, Votes: 5, Responses: 0, Attachments: 1
MSFT , CRWD , SNOW , NET , DDOG , WDAY , S , SMAR , CHKP , VRNS , ESTC , TEAM , ASAN , SUMO , ZUO

+34 pts



OKTA: We use them at work and I actually enjoy using their product. Identity Access Management (especially important in COVID remote work) and I like...

By wineced142@azteen.com on May 24, 2022, 7:10 p.m.
Tagged topics: analyst lowers estimates

Views: 34, Votes: 8, Responses: 0, Attachments: 0
TEAM , SNOW , DDOG , SUMO , ESTC , NET , SMAR , ASAN , VRNS , CRWD , S , WDAY , ZUO , MSFT , CHKP

+41 pts



Software — Lowering Ests./PTs Across the Board — Beware Macro Storm

By labjordan on May 24, 2022, 12:56 p.m.
Tagged topics: analyst lowers estimates

Views: 42, Votes: 5, Responses: 1, Attachments: 1
CRWD , OKTA , S , ZS

+36 pts



Despite sharp valuation correction, demand remains robust for security software

By labjordan on May 24, 2022, 10:26 a.m.
Tagged topics: earnings preview

Views: 32, Votes: 4, Responses: 0, Attachments: 1
CRWD

+37 pts



$CRWD Sustained share gains in endpoint support our positive thesis; PT to $200 due to ongoing software multiple compression

By CdnInvstr on May 19, 2022, 2:10 p.m.
Tagged topics: analyst checks

Views: 29, Votes: 4, Responses: 0, Attachments: 1
CRWD , S , PANW , ZS

+39 pts



Partners on CRWD, S, PANW and ZS Demand Ahead of 1Q Earnings

By labjordan on May 17, 2022, 4:12 p.m.
Tagged topics: analyst checks

Views: 25, Votes: 5, Responses: 0, Attachments: 1
MSFT , GOOGL , AMZN , PANW , CRWD

+41 pts



Cloud Tracker - Indicating Healthy Demand in 2022

By junkfoodlover on May 16, 2022, 3:04 p.m.
Tagged topics: analyst checks

Views: 47, Votes: 3, Responses: 1, Attachments: 1
CRWD

+38 pts



$CRWD - checks indicate investors may be undersizing CrowdStrike's TAM

By cassie on April 21, 2022, 11 a.m.
Tagged topics: expanding TAM

Views: 138, Votes: 5, Responses: 0, Attachments: 1
CRWD , PANW , VRNS , CHKP , S , SAIL , IRNT

+51 pts



Security Software - there is no “Microsoft” of security so prefer a basket investment approach

By mooreideas on April 18, 2022, 2:09 p.m.
Tagged topics: deep dive

Views: 177, Votes: 8, Responses: 2, Attachments: 1
CRWD

+35 pts



CRWD: Platform Built to Scale, Deliver Efficacy, Extensible into Adjacencies

By mooreideas on April 18, 2022, 2 p.m.
Tagged topics: non deal roadshow

Views: 35, Votes: 2, Responses: 0, Attachments: 1
CRWD

+46 pts



$CRWD - analysts walk away from Investor Briefing with greater confidence in future ARR runway

By labjordan on April 8, 2022, 12:03 p.m.
Tagged topics: investor day

Views: 164, Votes: 4, Responses: 2, Attachments: 8