CrowdStrike (CRWD)
Sells Falcon subscriptions securing endpoints, identities, clouds, data, security operations, and enterprise AI.
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Sells modular cybersecurity subscriptions for endpoints, cloud workloads, identities, data, security operations, and AI through the Falcon platform, with professional services contributing a small share. A single sensor and shared data layer let customers activate additional modules, making renewals, cross-selling, and platform reliability central to the model.
Protects enterprise endpoints, cloud workloads, identities, data, and AI systems through the cloud-delivered Falcon platform. Named product families span Endpoint and Workspace Security, Identity Protection, Cloud Security, Next-Gen SIEM and log management, Exposure Management, Data Protection, SaaS Security, threat intelligence, and managed detection and response.
Uses a single lightweight sensor to collect telemetry that a shared cloud data layer reuses across detection, investigation, automated response, and additional modules. That architecture supports rapid deployment and security-tool consolidation, while Charlotte AI and AI Detection and Response extend automation and protection to enterprise AI.
Earns most revenue from subscriptions, supplemented by incident-response and advisory services. Revenue is concentrated in the United States, with international sales. Results depend on renewals, customers adding modules, and reliable platform updates; litigation and customer claims tied to the global outage remain unresolved.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 20, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $238 | Target: $254 |
| Sep 18, 2026 | Stephens | Reiterate | Rating: —Target: $465 | Target: $280 |
| Sep 17, 2026 | Bernstein | Reiterate | Rating: —Target: $119 | Target: $132 |
| Sep 3, 2026 | Roth Capital | Target | Target: $200 | Target: $220 |
| Sep 3, 2026 | Robert W. Baird | Target | Target: $230 | Target: $235 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jul 31, 2026Cash & short-term investments $5.01B · Total debt $820.2M · Total assets $12.03B · Shareholders' equity $5.10B
- Revenue
- $1.47B
- Operating income
- −$33.2M
- Net income
- $5.3M
No dividends on record.
| Institutions | 76.12% | 779.38M shares | |
|---|---|---|---|
| 2,590 holders · as of Jun 30, 2026 | |||
| Insiders | 0.71% | 7.26M shares | |
| 12 holders · as of Sep 21, 2026 | |||
| Other | 23.17% | 237.29M shares | |
| remainder | |||
1.02B company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 8.53% | 21.85M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 6.33% | 16.21M | as of Jun 30, 2026 |
State Street CorpInstitution | 4.53% | 11.58M | as of Jun 30, 2026 |
Invesco Ltd.Institution | 3.28% | 8.39M | as of Jun 30, 2026 |
JPMorgan Chase & CoInstitution | 3.19% | 8.17M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 18, 2026 | George Kurtz | director, officer: PRESIDENT AND CEO | −10,000 | $239.06 |
| Sep 17, 2026 | George Kurtz | director, officer: PRESIDENT AND CEO | −10,000 | $245.52 |
| Sep 17, 2026 | Cary Davis | director | −29,940 | $246.00 |
| Sep 16, 2026 | George Kurtz | director, officer: PRESIDENT AND CEO | −10,000 | $245.79 |
| Sep 15, 2026 | George Kurtz | director, officer: PRESIDENT AND CEO | −10,000 | $239.15 |
- Microsoft
Endpoint market leader with Defender XDR and Sentinel SIEM in Microsoft 365.
- Palo Alto Networks
Platform consolidation rival: SOC, endpoint, cloud, and exposure management.
- SentinelOne
Closest pure-play EDR/XDR rival; on-agent autonomous AI vs Falcon telemetry.
- Fortinet
Security Fabric vendor competing in endpoint and XDR via firewall-first motion.
- Cisco Systems
Endpoint and SIEM competitor via Cisco Secure Endpoint and Splunk (acq. 2024).
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| CrowdStrike | $248.36 | −0.40% | $253.90B | 7,104.0 | 176.2 | 47.1 | +25.8% |
| Microsoft | $497.39 | −0.84% | $3.72T | 27.9 | 25.4 | 11.2 | +17.8% |
| Palo Alto Networks | $368.66 | −0.83% | $302.98B | 844.9 | 88.1 | 26.4 | +34.5% |
| SentinelOne | $23.65 | −0.63% | $8.01B | — | 59.6 | 7.3 | +20.6% |
| Fortinet | $171.77 | −1.97% | $128.57B | 61.7 | 48.8 | 17.1 | +25.6% |
| Cisco Systems | $107.19 | −3.83% | $439.31B | 33.5 | 20.9 | 6.9 | +17.6% |
| Median | 47.6 | 48.8 | 11.2 | +20.6% |