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CrowdStrike: Time To Buy This Cybersecurity Leader

Apr. 05, 2021 4:42 AM ETCrowdStrike Holdings, Inc. (CRWD)31 Comments


  • Cloud and cybersecurity spend are expected to increase significantly over the course of the next few years, benefiting the leaders of the sector.
  • Robust financial performance during the work-from-home shift is likely to continue.
  • CRWD has the potential to witness significant operating and earnings leverage from FY22 to FY25.
  • Risks to watch stem from its customer base, expansion and valuation.
Crowdstrike headquarters in Silicon Valley
Photo by Sundry Photography/iStock Editorial via Getty Images

As shares in multiple different cloud and cybersecurity names continue to underperform against the market during 2021, digging for good value and positive long-term outlook bring multiple names to mind. Cloud/cybersecurity is one sector with a particularly bright outlook as IT spend

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Comments (31)

Daytrader77 profile picture
Crowdstike: Time to dumped this bubble cyber security company.
Daytrader77 profile picture
All of a sudden earnings report is moved later end of May/early June 2021..
Meant to be 6th May 2021..
Trying to spin the Public?

is the company hiding something about their financials?
@Daytrader77 Why would it be 6th of May? That would’ve been only 2 months since the last report
Daytrader77 profile picture
The large selling happened last week, that the reason the share price has bounced..

Only 1.72% are held by insiders..
Daytrader77 profile picture
A bubble territory is when a share price is justified by trading on multiples not of profits but by revenues..
Daytrader77 profile picture
How would you justify a revenue of $849+M, have a market cap of $50B
And yet is on a negative profit margin??

This is one of the stock along with the streamings that should have benefited the pandemic and still didn't make a profit?

And its at $220/share??

And a clown here says it will reached an all time high??
Daytrader77 profile picture
What a re-tracement.. will make a reversal soon at $ 40-50
Sometimes re-tracements lead to breakouts, even ATHs, huh?
Daytrader77 profile picture
@canyon all time high? Did you not say that about square....

The higher the better profits to short..
I did, I think SQ hits an ATH before it hits your target of what was it, $60? $80?
thoughts on CRWD vs TLS?
DrCrazyCat profile picture
Long $CRWD
Elicc profile picture
Crowdstrike the perfect Ponzi schema... be aware
And why is that? The product works, owning shares is owning equity in a company that produces revenues, so how is it a Ponzi scheme?
Elicc profile picture
@canyon "company that produces revenues". Here is the schema. How could you be sure that revenue is not money from the market capitalization? $43bl mkt cap vs $1bl revenue! If I'd like to make a Ponzi, I'd take from market to put in revenue and I'll told you that next year forecast will be much better, doubled. Just simple. That's a Ponzi
No, a ponzi is where each "widget" has zero intrinsic value, not a share of earnings/revenue, not securitized (granted after debt holders) by a share of a company. Like in the late '70s early '80s when home pyramid "games" were "invented".

When one buys a share of CRWD stock, one does get something (that all can argue about what exactly is the value of that share).
CRWD's bread and butter is still endpoint. The majority of their competition is still going to be in that space versus some of the companies you itemized in the "basket".
SlowHandLuke profile picture
Thanks for the article. I didn't know about this company, or the industry, so this is a good starting point.
LedZep4 profile picture
21 years old, huh. I have some Led Zeppelin tees that are older than you!
Excellent article....
This looks like a fantastic long-term opportunity with massive growth ahead as basically the #1 company in Cloud Security. It first got my attention from Cramer and Josh Brown. I then bought a few hundred shares in the 140's. One of the few stocks I have averaged up with.

The biggest risk is NOT owning Crowdstrike in my opinion.
yieldhunter196 profile picture
@LedZep4 i like stairway to heaven, imigrant song and dyer maker for example ;) great band!
Which stocks do you also average up? Im also long crwd
LedZep4 profile picture
@yieldhunter196 Hey there. As for stocks I have averaged up and still own with a low basis:
Also, I averaged up on Viacom (I had a lot of conviction on that one) buying from 17 and up to 26; then sold it all from 70-83.
Zep was a great, great band. I like your list of songs and would add Kashmir, Good Times/Bad Times, and Trampled Under Foot. Great youtube videos on these songs and more.
Take care.
Office Rat profile picture
@LedZep4 How could you leave Whole Lotta Love off that list?
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