CrowdStrike Holdings, Inc.
CRWD —Price and target zones价格与目标区间
Above the sell price高于卖出价
What the company does公司做什么
CrowdStrike sells a small software agent that installs on every laptop and server in a company and detects and stops attacks, run from the cloud. Its revenue is almost all recurring subscription.CrowdStrike 出售一个小巧的软件探针，装在公司每一台笔记本和服务器上，从云端运行，用来发现并阻止攻击。它的收入几乎全部是可重复的订阅费。
Earns from营收来源 subscriptions to its Falcon platform. In FY2026, 95% of the $4.8 billion revenue was subscription.对其 Falcon 平台的订阅。2026财年，48亿美元收入中有95%来自订阅。
Read the full description查看完整介绍
CrowdStrike Holdings, Inc. provides cybersecurity solutions in the United States and internationally. Its unified platform provides cloud-delivered protection of endpoints, cloud workloads, identity, and data through a software as a service (SaaS) subscription-based model. The company offers corporate endpoint and cloud workload security, managed security, security and vulnerability management, IT operations management, identity protection, threat intelligence, data protection, SaaS security posture management, and AI powered workflow automation, and securing generative AI workload services, as well as security orchestration, automation, and response; and security information and event management, and log management services. It primarily sells subscriptions to its Falcon platform and cloud modules. The company has a strategic alliance with Cognizant Technology Solutions Corporation to help enterprises secure artificial intelligence across its lifecycle, from the AI agents and models to the foundational infrastructure that supports the entire AI ecosystem. The company was incorporated in 2011 and is headquartered in Austin, Texas.
What the company sells公司卖什么
The agent plus a set of add-on modules, all managed from one console.这个小型代理程序加上一组附加模块，全部在一个控制台里管理。
- Endpoint and cloud modules端点与云模块
- Detect and stop attacks on laptops, servers, and cloud systems.检测并阻止针对笔记本电脑、服务器和云系统的攻击。
- Identity and threat intelligence身份与威胁情报
- Watch for stolen logins and known attacker methods.监控被盗的登录凭据和已知的攻击手法。
Plus:此外： Professional services专业服务 (5%) — Incident response and forensic help when a customer is breached在客户遭到入侵时提供应急响应和取证帮助.
Company facts公司资料
- Founded成立时间
- 2011
- Headquarters总部
- Austin, Texas
- Employees员工人数
- 11,157
- Industry行业
- Software - Infrastructure
- Country国家
- United States
Investment thesis投资逻辑 from the watchlist来自关注列表
✂️ Above trim $140+ (split-adj; 4-for-1 Jul 2 2026). Add $95-105.
继续持有。板块龙头；需要非常大的跌幅才会抹掉收益。133.8x 前瞻市盈率，目标价低于现价 7.6%。
Historical results历史业绩 past fiscal years — these values do not change过去财年——这些数值不会变动
Profit margins利润率 the share of revenue that stays as profit营收中留存为利润的比例
of every $1 of revenue每 $1 营收中的占比
- Return on equity净资产收益率
- -0%
- Revenue growth营收增长
- +26%
Competitors竞争对手
Why customers stay客户为什么留下
A data network effect. Every protected computer feeds attack signals back into one shared cloud, so more customers make detection sharper for all of them. Adding a new module to the already-installed agent is frictionless — about half of customers use six or more.一种数据网络效应。每一台受保护的电脑都把攻击信号反馈到同一个共享的云端，所以客户越多，对所有人的检测就越精准。在已经装好的探针上再加一个新模块几乎毫无障碍——大约一半的客户使用六个或更多模块。
Related companies相关公司 🟠 Cybersecurity
Platform bundling by Microsoft/PANW/CRWD, plus sector-wide multiple de-ratings that hit good and bad alike (QLYS −20% in 9 days on no company news).
4 held = deep. New entries are swaps, not adds.
Recent news近期新闻 last 7 days近7天
- How Much CRWD Are You Really Betting On?Trefis
- How AI‑Driven Falcon Demand and M&A Ambitions Could Reshape CrowdStrike Holdings’ (CRWD) Investment NarrativeSimply Wall St.
- CrowdStrike Stock Just Scored a New 'Buy' Rating. Here's Why.Barchart
- Can Platform Consolidation Accelerate CrowdStrike's Revenue Growth?Zacks
- 'Unprecedented' OpenAI Cyberattack Brings Palo Alto, CrowdStrike Into FocusInvestor's Business Daily