Stock events for CrowdStrike Holdings, Inc. (CRWD)
CrowdStrike's stock experienced volatility in the past six months, reaching an all-time high closing price of $557.53 on November 10, 2025. In January 2026, shares dipped following the announcement of cloud infrastructure expansion. The stock also saw a significant retreat due to broader valuation re-ratings in the software sector. CrowdStrike reported strong Q4 FY2026 earnings on March 3, 2026, with record net new ARR, ending ARR, free cash flow, operating income, and revenue. Despite these strong earnings, the stock experienced a plunge following the report, reflecting investor concerns about the impact of AI on cybersecurity software demand. Acquisitions during this period include Onum, SGNL, and Seraphic Security.
Demand Seasonality affecting CrowdStrike Holdings, Inc.’s stock price
CrowdStrike's management expects the seasonality of net new Annual Recurring Revenue (ARR) to remain consistent, with approximately 41% in the first half of the fiscal year and 59% in the second half. AI is driving elevated demand for the Falcon platform. Demand for cloud security, identity protection, and log management products has been strong.
Overview of CrowdStrike Holdings, Inc.’s business
CrowdStrike Holdings, Inc. is a cybersecurity technology company providing cloud-delivered protection across endpoints, cloud workloads, identity, and data. The company operates within the Technology Services sector, focusing on Packaged Software. Its core offering is the CrowdStrike Falcon Platform, a cloud-native platform that delivers endpoint protection, threat intelligence, and proactive cybersecurity solutions. Major products and services include the CrowdStrike Falcon Platform, Falcon Endpoint Protection, Falcon OverWatch, Falcon X, Falcon Discover, Falcon Spotlight, Falcon Horizon, Falcon Identity Threat Protection, Falcon Complete, Falcon Flex, Charlotte AI, Falcon Foundry, CrowdStrike Financial Services, CrowdStream, and AIDR offering.
CRWD’s Geographic footprint
CrowdStrike operates in over 170 countries globally. Its headquarters are in Austin, Texas, with a significant operational presence in Sunnyvale, California. The company has a strong presence in North America, particularly in the United States and Canada. In Europe, it has major offices in London and Munich, with operations in France, Italy, and the Netherlands. In Asia-Pacific, it has a strong presence in Australia, Japan, and India, with expanded operations in Singapore and New Zealand. Recent expansions include establishing new regional cloud infrastructures in Saudi Arabia, India, and the United Arab Emirates.
CRWD Corporate Image Assessment
CrowdStrike has established a strong market leadership and brand reputation, with its Falcon platform recognized for its innovative approach to threat detection and response, cloud-native architecture, and AI-driven solutions. A faulty update to its security software in July 2024 caused global computer outages, incurring a $33.9 million cost and impacting its reputation.
Ownership
CrowdStrike Holdings, Inc. is primarily an institutionally-owned stock, with institutional investors holding approximately 75.29% of the outstanding shares as of Q3 2025 filings. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and State Street Corporation. The largest individual owner is CEO and Co-Founder George Kurtz.
