CrowdStrike Holdings, Inc. Class A (CRWD)

CrowdStrike's stock price has been influenced by several events in the past six months. The company acquired SGNL and announced its intent to acquire Seraphic in January 2026, and acquired Onum in August 2025. In December 2025, CrowdStrike reported strong Q3 FY2026 results, exceeding expectations and raising its Q4 FY2026 operating income and full-year revenue guidance. Analysts remained bullish on CrowdStrike in January 2026. The July 2024 outage continued to have effects, leading to pipeline delays and extended sales cycles. Despite positive analyst sentiment, there has been some insider selling activity reported in late 2025.

Demand for CrowdStrike's products and services is generally considered mission-critical and less discretionary. While specific long-term seasonality data for CrowdStrike is limited, there is a tendency for stronger Q4 performance. CrowdStrike's seasonal timeframe correlates poorly with the broader Technology sector's period of seasonal strength. Despite the limited historical data for seasonality, CrowdStrike has demonstrated consistent revenue growth.

CrowdStrike Holdings, Inc., based in Austin, Texas, is a cloud-native cybersecurity company operating within the Technology sector, specializing in Information Security, Software, and Cybersecurity. Its core mission is to prevent breaches through its AI-powered cloud security platform, Falcon. The Falcon platform offers endpoint security, cloud security, identity protection, threat intelligence and hunting, security operations, and specialized offerings like Falcon Go, Charlotte AI, Falcon Foundry, and CrowdStrike Financial Services.

CrowdStrike has a significant global presence, with its headquarters in Austin, Texas, and a substantial office in Sunnyvale, California. It operates in North America with offices in major U.S. cities and Toronto, Canada. In Europe, it has offices in London, Paris, Frankfurt, Aarhus, Barcelona, Brussels, Bucharest, Cheltenham, Copenhagen, and Reading. Its Asia-Pacific presence includes Bengaluru, Mumbai, New Delhi, Osaka, Tokyo, Singapore, Sydney, and Tel Aviv-Yafo. In the Middle East and Africa, it has offices in Dubai and Riyadh.

CrowdStrike's brand reputation in the past year has been a mix of challenges and strong positive recognition. The July 2024 outage impacted CrowdStrike's reputation, with IT leaders expressing concerns. Despite the outage, CrowdStrike received positive accolades, including being named a Customers' Choice in the 2025 Gartner Peer Insights report and receiving the 2025 SC Award for Best SME Security Solution for its Falcon Go platform. CrowdStrike maintained its reputation as a cybersecurity leader through its research and innovation, including the CrowdStrike 2025 Global Threat Report and its "Agentic AI" innovation.

CrowdStrike Holdings, Inc. is largely controlled by institutional shareholders, who collectively own a significant majority of the company's shares. Major institutional owners include The Vanguard Group, Inc., BlackRock, Inc., and State Street Global Advisors, Inc. Key individual owners include George Kurtz (CEO & Co-Founder) and Sameer K. Gandhi, who is reported as the largest individual shareholder.