CrowdStrike Holdings, Inc. Class A (CRWD)

Over the past six months, CrowdStrike's stock has shown strong performance, gaining 41.91%. As of June 30, 2025, the stock price was $508.62, up 28.93% over the past 12 months. The company joined the S&P 500 index in June 2024. Recent events include Dataminr appointing Tiffany Buchanan as CFO, CrowdStrike being named a leader in the 2025 IDC MarketScape for Worldwide Cloud-Native Application Protection Platforms (CNAPP), a U.S. District Court dismissing a class action lawsuit against CrowdStrike, and CrowdStrike Falcon for AWS Security Incident Response strengthening cyber resilience for AWS customers in June 2025. In May 2025, CrowdStrike's stock dropped by 6.5% in after-hours trading following a forecast for the current quarter that fell short of Wall Street expectations. For its fiscal first quarter, CrowdStrike reported revenue of $1.10 billion, matching analyst expectations, and beat on earnings with 73 cents per share in adjusted earnings versus 66 cents expected. In May 2025, CrowdStrike's Q4 CY2024 highlights showed annual recurring revenue (ARR) at $4.24 billion, up 23.5% year-on-year, and robust year-on-year revenue growth of 25.2%.

CrowdStrike's business model is subscription-based, providing predictable, recurring income and highlighting a consistent increase in revenue, which indicates growing demand for its services. The overall cybersecurity market is experiencing double-digit growth, driven by the increasing importance of cybersecurity in a digital world, the shift to remote work, the growing need for cloud security, and the rising threat of cyberattacks. Customer consolidation could lead to increased demand for comprehensive platforms like CrowdStrike's Falcon. CrowdStrike's ongoing investments in AI and machine learning, and the introduction of new products aim to maintain a technological edge and address evolving cybersecurity challenges, which can drive demand. Enterprise software sales often see increased activity towards the end of fiscal years or budget cycles as companies finalize their security investments.

CrowdStrike Holdings, Inc. is an American cybersecurity technology company headquartered in Austin, Texas, founded in 2011. It operates within the Technology sector and the Software - Infrastructure industry. CrowdStrike's core business revolves around providing comprehensive, cloud-delivered cybersecurity solutions through its Falcon platform, offering a software-as-a-service (SaaS) solution for real-time threat detection, automated threat intelligence, and incident response. Major products and services include endpoint security, cloud workload protection, identity protection, threat intelligence, managed security services, security and vulnerability management, IT operations management, data protection, SaaS security posture management (SSPM), AI-powered workflow automation and SOAR, next-gen SIEM and log management, and XIoT security.

CrowdStrike has a significant global presence, with its Falcon platform deployed in over 170 countries. Headquartered in Austin, Texas, the company has numerous offices worldwide, including operations in Europe, Asia, and Australia. CrowdStrike has been actively expanding its international operations, with a notable increase in business in the EMEA region. The company plans to continue investing globally to broaden its international footprint, including adding headcount in Europe, the Middle East, Asia-Pacific, and expanding data centers overseas. Key markets for expansion and partnerships include the UK, Germany, Benelux, India, Singapore, and Japan. International revenue increased by 31% from fiscal year 2024 to fiscal year 2025.

CrowdStrike's brand reputation was negatively impacted by a major global IT outage in July 2024, caused by a flawed software update to its Falcon EDR tool, leading to widespread disruptions and negative sentiment. The company responded by reverting the update, introducing a fix, and launching a customer-commitment program to rebuild trust. Despite the reputational damage, solution providers believe CrowdStrike will recover due to its acclaimed cybersecurity technology and strong response to the incident.

CrowdStrike Holdings is primarily owned by institutional shareholders, who hold approximately 67.99% of the company's stock. Individual investors own about 27.54%, and CrowdStrike insiders hold 4.47%. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and State Street Corp. Sameer K. Gandhi is noted as the largest individual shareholder, owning 5.20 million shares, representing 2.09% of the company.