CrowdStrike Holdings, Inc. Class A (CRWD)

CrowdStrike's stock price has experienced significant movement, trading at $481.58 as of July 21, 2025, a 35.06% increase over six months and 82.70% over 12 months. A global IT outage on July 19, 2024, caused by a Falcon sensor update, led to system crashes and a 12-15% stock plunge, but the company addressed the issue, offered customer commitment packages, and has since seen its stock advance. Customer retention remained high at 97% following the incident. Analyst sentiment has been generally positive, though some analysts have downgraded the stock due to valuation concerns.

Demand for CrowdStrike's cybersecurity solutions is generally high due to increasing cyberattack risks, digitalization, and flexible work models. While specific seasonality data is limited, analysts often model Q3 to Q4 net new ARR well above historical levels. Historically, July has shown a chance of being a "green month" for CRWD stock. CrowdStrike's Falcon Flex model offers adaptable purchasing options, influencing demand patterns.

CrowdStrike Holdings, Inc. is a cybersecurity company providing cloud-delivered protection of endpoints, cloud workloads, identity, and data through a SaaS subscription model. Its primary offering is the AI-driven Falcon platform, which unifies various security technologies to stop breaches. Major products include Falcon Endpoint Protection with NGAV, EDR, managed threat hunting, and threat intelligence; Cloud Workload Protection solutions like Falcon Horizon; Identity Protection services; Security and Vulnerability Management tools; IT Operations Management solutions; Threat Intelligence Services; Data Protection; SaaS Security Posture Management; AI-powered Workflow Automation and SOAR; Next-generation SIEM and Log Management; Falcon Flex, a flexible procurement model; and Charlotte AI, leveraging generative AI and natural language processing.

CrowdStrike operates primarily in the United States, with significant international expansion. International revenue is increasing, and the company plans to continue investing globally, including adding headcount in Europe, the Middle East, and Asia-Pacific, and expanding data centers overseas. CrowdStrike maintains a global presence across 18 countries and serves customers worldwide, including over 50% of Fortune 500 companies, covering more than 90 nations.

CrowdStrike's brand reputation was significantly impacted by the global IT outage on July 19, 2024, which caused widespread system crashes. Despite this, the company demonstrated resilience by quickly fixing the issue, offering customer commitment packages, and maintaining strong customer relationships with a 97% retention rate. CrowdStrike has continued to grow, with revenue climbing in double digits, and has been recognized as a leader in the Gartner Magic Quadrant for Endpoint Protection Platforms for the sixth consecutive time.

CrowdStrike has a mixed ownership structure, with institutional shareholders owning approximately 67.99% to 70.39% of the company. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and State Street Corp. Individual insider ownership is around 4.35%, with Sameer K. Gandhi being the largest individual shareholder. Retail investors hold approximately 27.66% to 53.07% of the stock.