CrowdStrike Holdings, Inc.

About CrowdStrike Holdings, Inc.

CrowdStrike sells cloud-delivered cybersecurity software and related services, centered on its Falcon platform and capabilities spanning endpoint, cloud, identity, threat intelligence, and AI-driven security operations. It makes money primarily through recurring subscriptions, with services and other offerings contributing to revenue; the supplied evidence does not disclose segment-level contributions. Its customers are organizations seeking protection against cyber threats, although customer counts and industry mix are not provided. CrowdStrike generates substantial scale: FY2026 revenue is $4.8 billion versus $4.0 billion in FY2025, while net income is negative $0.2 billion versus approximately breakeven in FY2025.

Notable Price Movement

1. Sep 7-11$206.742.98%

   CrowdStrike fell $20.98, or 9.08%, from $231.00 to $210.02 over the week. The stock dropped sharply to $203.42 on September 2, rebounded to $214.97 on September 3, and then gave back part of that recovery, closing at $213.10 on September 4 and $210.02 on September 8. The supplied evidence does not identify an earnings release, guidance change, contract, or other company-specific event explaining the decline. Instead, the week’s coverage was broadly constructive, including Wedbush’s $250 Outperform view and Nvidia CEO Jensen Huang’s description of CrowdStrike as a top security partner. CEO share sales under a preset plan were also reported, but no evidence establishes them as the principal driver. Broader market context is not supplied.

   28 sources
2. Aug 31 - Sep 4$213.102.43%

   CrowdStrike fell $12.99, or 5.70%, over the reported week, closing at $214.97 versus $227.96. Trading was volatile: the stock rose from $218.40 to $231.00 on Monday, then reversed sharply, dropping to $215.07 on Tuesday and $203.42 on Wednesday before rebounding 5.68% to $214.97 on Thursday. The supplied evidence does not identify a company announcement, earnings release, contract, or guidance change that explains the decline. Analyst activity was mixed, with Macquarie holding a $200 target while Roth Capital and Scotiabank raised targets to $220 and $265, respectively. The rebound occurred alongside a broader market advance as bond yields stabilized, but the week’s net move was weaker than that market context.

   28 sources
3. Aug 24-28$218.4013.78%

   CrowdStrike rose $26.45, or 13.78%, from $191.95 to $218.40 over the week. The stock initially weakened, falling to $185.38 by Tuesday, before recovering modestly on Wednesday. The decisive move came Thursday, when shares jumped to $227.96 after the company reported a Q2 earnings beat, record $332.8 million net new ARR, stronger Falcon Flex adoption and a higher fiscal 2027 outlook. Cybersecurity stocks broadly rallied, while Nvidia's results also supported technology and AI sentiment, amplifying the company-specific reaction. CrowdStrike gave back $9.56, or roughly 4.2%, on Friday, but retained most of Thursday's gain despite a weaker Nasdaq 100 and broader market pressure.

   28 sources
4. Aug 10-14$216.951.18%

   CRWD rose $22.62, or 11.17%, to $225.16 from $202.54 over the supplied week. The advance was front-loaded, with an 8.69% gain on Aug. 4, followed by pullbacks of 0.64% and 1.18% on Aug. 5-6 before a 3.39% rebound on Aug. 7 and a further 5.01% jump on Aug. 10. The supplied evidence identifies no dated company announcement explaining the move. Instead, trading appears to have reflected pre-earnings positioning, with coverage highlighting profit-taking and insider sales on the negative side, while reports on stronger bookings, a new $571.6 million Renaissance Technologies position, and RBC Capital's higher $256 target supported the rebound.

   28 sources
5. Aug 3-7$214.4212.34%

   CrowdStrike rose $29.42, or 16.18%, from $181.80 on July 28 to $211.22 on August 4. The stock initially slipped 1.33% on July 29, then advanced for four consecutive sessions, including gains of 6.11% on July 30, 3.04% on July 31, 6.12% on August 3 and 4.29% on August 4. No CrowdStrike-specific announcement, earnings release or contract was supplied to explain the move. The strongest evidence points instead to a broad technology-led rally: the Nasdaq 100 gained 3.32% in the cited Tuesday session, while strong earnings, including Amazon’s, supported technology stocks. CrowdStrike also benefited from favorable analyst sentiment, although the supplied evidence does not show a new recommendation or target revision.

   7 sources

Stories & Analysis

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