CRWD

txholdup

CRWD is a great company, but I can only afford to make money on it when they implode like last year.

jcpopm

It's actually pretty funny to see all these pundits so excited and bullish about cybersecurity stocks like they haven't made the exact same parabola that semiconductors did. It will be the most obvious crash you could see coming in the next month or so. CRWD P/E 218, PANW 300+... genuinely hilarious.

JackWagon1990

You sound like you might wanna look into some Cash secured puts on CRWD

Soberdonkey69

CRWD, I like the company and the industry it operates but its valuation right now is just so overblown. Its earnings for the next few quarters have to be heavy hitters regardless of the market conditions now.

New_Ad_1682

Bought a lil CRWD today. Figured, why not?

diefy7321

Even tho CRWD gives me anxiety, I prefer it over OKTA

Put_Er_There_Sport

Every time I look at CRWD its up another 6-8%

Yogurt_Up_My_Nose

imagine being WSB and not buying CRWD when you thought it was going bankrupt.

traderbusto

I played options on it when too poor for CRWD options

Game3k

Cybersecurity will win 2026 $NET $CRWD $PANW

1040taxguy

AAPL cost basis $17.54 today $301 META cost basis $59.00 $578 CRWD cost basis $23.50 $221 HELLO?

Original_Spirit_2753

4x2=8 U have 8 shares You started with 2 CRWD split 1 share into 4 To make the stock seem more affordable they created more stock Increasing supply decreasing value Conclusion: inflation

ApathysLastKiss_

I'm disappointed in myself for not buying XLE calls. But I had to spend my last cash on NBIS. Might sell some CRWD to buy the oil calls in this weird thing people do called ""taking profits""

SnS2500

You seem confuded about something. They are not losing money. Neither are PANW, CRWD and FTNT, the three largest cyber security companies. But given their high values and low profits they all have huge forward PEs, though FTNT isn't as bad as the other three.

SnS2500

Cybersecurity being important going forward is basically obvious to everyone, which is largely why the forward PE of PANW and CRWD (150ish) are absurdly high. Vital companies, but the "priced in" idea makes them a questionable risk/reward. \> not building weapons or selling surveillance Only if you don't define PLTR as cybersecurity.

diefy7321

Nice dude. I wish I bought CRWD at the lows. Guh. Started adding $BUG into my Roth a month ago.

Swimming-Dingo-9695

What are your thoughts on CRWD? More up. or time for down?

One_Willingness_326

Up 100 pct over a year on CRWD and NET lol

KittyLover-7

Just gonna full port CRWD calls because it just keeps melting up somehow

GainzandPumpz

CRWD just silently crushing it ❤️🚀

Status-Net2947

Relocate BTC money into either TSLA, CRWD, PLTR or CRCL?

Samjabr

I thought about CRWD calls - but damn it's expensive. And another 5% today... Guh

KittyLover-7

How does CRWD keep doing this

Big-Highlight-9

PE is not the right metric for a company with a very high growth potential. Their competitor, CRWD, has a -4000 PE (meaning loss making, almost break even). If you just look at PE, every loss making company would look overpriced. It’ll be useful to look at how PE ratio changes as a company grows. https://preview.redd.it/29kloq60lgih1.jpeg?width=1408&format=pjpg&auto=webp&s=04d426f40dbe678104bb5d2e550a7920f51dc16f

Staticks

My long-term portfolio has a bunch of big winners that are up huge from from I bought them 2-3 years ago. Names like NVDA, HOOD, MU, ARM, CRWD... just to name a few. I bought strong companies that produce great products, and that I had strong conviction in that they'll have huge success in the long term. You people act like buying individual stocks is the same as buying a lottery ticket, or that it's some mystifying, inscrutable, voodoo magic, that you're guaranteed to fail if you do it. It's absolutely delusional.

Particular_Rice9607

Insider transactions were seen across major firms this week, including Microsoft (MSFT) and Meta (META). The following trades took place between August 3 and August 7. Microsoft (MSFT) saw two executives divest a small part of their positions in the company this week. EVP and Chief Marketing Officer Takeshi Numoto sold 4,810 shares at $496.48 each for ~$2.39M. The transaction represented about 10.13% of his direct holdings, leaving him with 42,677 shares. Meanwhile, Judson Althoff, CEO of Microsoft Commercial, sold 10,000 shares at $487.89 each for around $4.88M. The sale accounted for about 9.05% of his direct holdings, reducing his stake to 100,447 shares. Meta Platforms (META) director Marc Andreessen sold 426 shares in the price range of $588.98 to $591.69 each for a total value of $250,907. The transaction represented about 0.60% of his indirect holdings, leaving him with 70,399 shares. CrowdStrike (CRWD) Chief Financial Officer Burt Podbere sold 7,622 shares at $194.34 to $196.6

thegoldenfinn

I sold some CRWD and PANW. Held it for years. I feel good about taking some profits. Need to pay some bills. Thank you casino. 🎰

Snoo29444

**NET is valued as an** **Internet platform** **, not a cybersecurity vendor** The market is effectively betting that Cloudflare becomes a neutral operating layer for the Internet: the place where applications are secured, accelerated, executed, stored, connected, and increasingly accessed by AI agents. That explains the premium. It does **not** make the stock conventionally cheap. At the August 7 close of **$300.27**, Cloudflare had a market cap of approximately **$106.9 billion** and enterprise value of **$106.3 billion**. That equals roughly: **42× trailing revenue** **37× Cloudflare’s 2026 revenue guidance** **29× 2027 consensus revenue** **203× forward adjusted earnings** A trailing free-cash-flow yield of only **0.32%** Those are extreme numbers even for high-growth software. **Why investors are nevertheless willing to pay it** **1. Growth has reaccelerated at an unusually large scale** Cloudflare’s second-quarter revenue increased **36%**, accelerating from 28% a year earlier. Management now guides to approximately **32% growth for full-year 2026**, despite approaching a $3 billion revenue base. More importantly, most of the underlying indicators confirm that the growth is not merely coming from small AI developers: Dollar-based net retention accelerated to **120%** Remaining performance obligations increased **38%** Current RPO increased **35%** Customers spending more than $100,000 annually increased **27%** Large customers now generate **73% of revenue** Non-GAAP operating margin reached **13.8%** Revenue growth plus operating margin was therefore nearly **50%**—effectively Rule-of-50 performance. Cloudflare also added a record number of customers in every large-customer cohort, including customers spending more than $1 million and $5 million annually. Very few public software companies can simultaneously offer roughly 30%–35% growth, enterprise expansion, improving margins, and a credible path to a much larger addressable market. **2. Its products reinforce one another** Cloudflare is not just selling DDoS protection or CDN capacity anymore. Its platform spans: Application security and performance Zero Trust and SASE Network security and connectivity Workers serverless compute R2 storage and databases AI inference, gateways, agent orchestration, and related developer infrastructure The bull case is that these are not separate products requiring separate infrastructure. They run over the same network and generate cross-selling opportunities. Recent customer examples support this. One enterprise selected Cloudflare to eliminate five incumbent products, with potentially seven eventually displaced. Several customers chose Workers or R2 over incumbent hyperscalers because of lower latency, Cloudflare’s zero-egress model, security integration, and the ability to purchase multiple services through a common pool of funds. The analogy investors are reaching for is not “the next Akamai.” It is closer to a combination of: **Akamai + Zscaler + a lightweight AWS edge platform + an Internet traffic control plane.** That potential product breadth materially expands the plausible terminal market. **3. Cloudflare may be unusually well positioned for AI agents** Cloudflare said that more than half of the traffic traversing its network is now non-human. It ended Q2 with more than **7.4 million developers**, having added almost **2 million in one quarter—more than it added in all of 2025**. The potential monetization stack is unusually broad: Developers run agents on Workers. Agents use Cloudflare storage and state-management products. Enterprises use Cloudflare to secure agents and their data access. Websites use Cloudflare to identify, permit, block, or charge AI crawlers. Cloudflare could facilitate authentication and very small machine-to-machine payments. The market is therefore assigning value to Cloudflare before all of these revenue streams are separately visible. Investors see a chance that enormous growth in machine-generated requests increases demand for compute, storage, security, authentication, and traffic-management services simultaneously. This is the biggest reason the stock trades above what its present financials alone would justify. **4. Cloudflare has a developer-distribution flywheel** Cloudflare’s free and low-cost developer products create a very large funnel. Most individual developers will never become important customers, but some projects become successful applications or are brought into larger companies. The pattern is: developer adoption → workload adoption → security and performance usage → enterprise contract → additional platform products. Cloudflare’s latest results suggest that both ends of this funnel are working: paying-customer growth was extremely strong, while the number of large customers and spending by existing enterprises also accelerated. **5. It receives a scarcity and founder-led execution premium** There are not many companies with Cloudflare’s combination of product velocity, developer mindshare, enterprise security credibility, global infrastructure, and founder leadership. Matthew Prince has also been unusually effective at framing Cloudflare as the company architecting the next version of the Internet. That narrative premium matters. When results validate the narrative—as Q2 did—the stock tends to re-rate very sharply. **How exceptional is the valuation relative to peers?** On current S&P Global-derived figures, NET trades near CRWD on sales multiple, but materially above most other security and infrastructure-software peers. Fiscal calendars and business models differ, so this is directional rather than perfectly comparable. Nevertheless, the contrast is revealing: **NET’s premium is justified by expected growth and platform optionality—not by current cash generation.** Cloudflare’s free-cash-flow margin remains substantially below those of CRWD, PANW, DDOG, and ZS. Its developer-platform mix is also more infrastructure-intensive, with gross margins currently around **73%**, versus approximately 75%–80% for many pure software businesses. **What the current stock price implicitly requires** Consider a deliberately optimistic scenario: 2026 revenue: approximately **$2.87 billion** Five years of **30% annual revenue growth** 2031 revenue: approximately **$10.6 billion** Long-term free-cash-flow margin: **30%** 2031 free cash flow: approximately **$3.2 billion** Even in that excellent scenario, today’s enterprise value is already about **33× that hypothetical 2031 free cash flow**. For an investor to earn roughly 10% annually over those five years, Cloudflare would need to be worth around **$171 billion** in 2031, ignoring dilution. That would still require approximately: **16× 2031 revenue**, or **54× 2031 free cash flow** Cloudflare’s share count is currently increasing about 2% annually. Were that dilution to continue, achieving a 10% per-share return would require something closer to **18× 2031 revenue** or approximately **60× 2031 free cash flow**. The current valuation and dilution inputs come from Cloudflare’s updated market statistics; the scenario calculations are illustrative rather than a price target. That is the clearest way to understand the valuation: **even spectacular execution is not enough by itself. Cloudflare must also retain an exceptionally high terminal multiple.** **What could break the valuation** The most important risk is not that Cloudflare becomes a bad company. It is that it becomes merely a very good company. A reduction from 30%–35% growth to the low 20s could cause substantial multiple compression. Likewise, machine traffic does not automatically equal revenue: Cloudflare blocks significant amounts of malicious or unwanted traffic without incremental charges, while compute-heavy Workers and AI workloads can carry lower gross margins than traditional security software. Other risks include hyperscaler competition, slower enterprise adoption of Workers, declining net retention, persistent stock-based compensation, and the possibility that Cloudflare’s AI-commerce products prove strategically interesting but financially modest. **My view** **The valuation is explainable, but not comfortably justified.** Cloudflare probably deserves one of the highest multiples in software because it has unusually strong growth, architecture, distribution, and optionality. The latest quarter meaningfully strengthened the thesis that it could become core infrastructure for the agentic Internet. But at roughly **37× current-year sales**, the stock is priced for something close to category dominance. There is little room for ordinary execution, slowing growth, or a less-generous future software market. Relative to PANW, the distinction is: **PANW’s valuation is primarily supported by existing platform scale and cash flow.** **NET’s valuation is primarily supported by future platform creation and AI-era optionality.** That gives NET potentially greater upside if the broad “Internet operating layer” thesis succeeds—but much greater multiple risk if it develops into only an excellent security and edge-computing company. **NET is an exceptional business at a venture-style public-market price.**

DryCastellaCake

At least they have a positive P/E. You can't even say that regarding CRWD and INTC, and so many others

No-Improvement3164

Might want to look at CRWD and PANW charts before you decide on that. Market moves are crazy once they take off.

hermeskino715

Somebody needs to tell me why software companies are going up recently. At some point, 1 or more of the mag7 is going to outstage those guys by using their AI. Just look at the fucking green owl. You're telling me that GOOGL can't do what PLTR does? It can't do what CRWD does? So pissed that it's going up that I bought calls at the close

Your_new_stepdad83

Cybersecurity will be the winner of 2026 $NET $CRWD $PANW

CD274

CRWD earnings in a few weeks should be blowouts

Clearsky_Beyond

CRWD vs. NVDA: I'm torn over which one to buy ahead of earnings season. Depending on which one I choose, my fate seems likely to take a different turn.

GainzandPumpz

NVDA, CRWD, RTX , HOOD. 3/4 of the shares I hold are absolutely doing wonders ❤️

jonneh

(**Bloomberg) -- OpenAI and Anthropic model tests reveal more hacking** Goddamn man, at this rate I might need to go long SNOW and CRWD

MitchCurry

I held SNOW for \~5.5 years and finally let it go in March in favor of others I had higher conviction on. Took a 24% loss while SPY was up 77% and RSP was up 55%. Since the day I sold, SNOW is up 85% and I'd be well in the green if I had held. My highest conviction software stocks right now are IOT (hardware is a big part of their software story), VEEV, GWRE, and TYL. On the cyber side, DDOG and CRWD. I also hold NOW which I don't plan to sell but it's still a level of conviction below my others.

CD274

Wow the rest is like MSFT, CRWD, PANW. Basically the top half of its holdings are all way up

I_Love_Lamp_1

Lol no CRWD and PANW have been killing it for me. PLTR far from being even the top winner in SaaS.

fomoandyoloandnogrow

If OpenAI can hack companies at will, Claude, Chinese AI’s I’m sure it’s over for data security. Short PANW and CRWD

diefy7321

Cyberattacks on water infrastructure? Calls on CRWD I guess lmfao

ApathysLastKiss_

Charts that aren't boomer stocks that actually look constructive right now: CRWD(all of cyber), MSFT, ANET, JPM, GE

Growly150

CRWD is the most flaccid POS today

Frank-sWildYears

I bought Google at IPO, just had faith. Only bought 10 shares. But they have split numerous times. I trimmed 20% pre earning, which was my 1st sale. Initial investment was only 1k. I bought NVDA when it was primarily as gaming company, same thesis though, only bought a 2k position. I only buy small 1.5-3k positions in stocks with potential. My remain portfolio is well diversified in boring ETFs. I typically trim stocks by at least a 1/3 when the double and then again at another double. I never have individual stocks have a large position in my overall portfolio. Bought 15 shares of CRWD below 75....finally trimmed some this year post split. I watch a lot of CNBC and I research for a long time. I buy in at 50 and 200 dma averages and never aquire shares of companies that run 3, 4, 500+% . No FOMO....i.e., looking to add MRVL, but small order of 10-15shares at its 200dma (130+/-). Never worry if I don't get positions. Lots of equities available if you can't get one at your target price

ElkQuiet1541

yes CRWD and PANW are better better... but they trade already at 150x forward PE.. overvalued

ManBearPig_1983

Why is George Kurtz selling 133k shares of his in CRWD?

brjh1990

Couldn't agree more. I've been very happy between PANW and CRWD. If we see a good pullback here, I'm throwing a LOT at CRWD.

coloredzebra

🤡 yeah I kept risk pretty small up until the last two days...-$700 yesterday, swung META calls ovn and opened up another like -$1000, Got myself down to $500, then aped into CRWD got back to $1200. Took LLY 1185c, missed the exit, and that was it.

Yogurt_Up_My_Nose

maybe everyone learned from CRWD that these global issues don't mean the company is gonna explode.

diefy7321

I like how nobody mentions CRWD, yet it’s up +130% since feb and hasn’t fallen either everyone else lmfaoooooo

PhasedVenturer

LLY is like CRWD, totally indestructible in its overvaluation

KittyLover-7

How the fuck is CRWD always green

Forward-Surprise1192

Its increased $120 to $163 YTD. Networking runs everything and is more important than anything else imo. Cybersecuritys also in every single company and not going away but evolving with AI. My personal conviction is it’s one of the pick/shovel companies everyone preaches about finding. I can’t say for ANET but CRWD was literally almost the same price as Micron a month ago yet no one said anything

Forward-Surprise1192

Check out CRWD, and ANET, and other cybersecurity stocks. They’re still going up while space and semis are down

CD274

Yep I had Net and CRWD for a while now and they survived saas downturns too

IIINevermoreIII

Your probably chasing and looking at too many hype stocks instead of trying to find the next leadership rotation like for example who has or could profit from all this AI capex, PANW, APPL, MSFT, ONDL, CRWD NET DDOG are good examples, some are green or slight red but these have been showing the most strength within non defensive stocks 

Forward-Surprise1192

Right? CRWD was the same price as Micron almost before the split a month ago. Nobody said anything lol. Palo and Arista have been steadily going up with CRWD yet they’re forgotten too

No_Nefariousness5996

I always was upset that I missed the CRWD train. So I had it on a watchlist and averaged in at $390 ($95) during SaaSpocalypse. One of my best investment decisions.

lovemyshittyBMer

CRWD was a darling around 2022, its having a good run and a split.

Forward-Surprise1192

I’m planning to buy LEAPs on CRWD. What are some good strikes to pick if I want a year or 2 or 2.5 years out

lezgobrando

It’s called the wheel and do it with stocks you don’t mind owning. AVGO, CRWD MRVL etc

StayPositivePlease

So we all going full port into CRWD? 

Kindly_Doubt_6804

I’m glad I own lots of CRWD

splikt

Im 40% up...have fun shorting a cyber security company these days. Rotation is happening infront of ur eyes, every day a new ATH for Fortinet, PAN and CRWD. Go ahead cassandra.

Immediate-Finding454

A lot of security related SaaS companies were up between 7-12% on this news: OKTA, CRWD, ZS, PANW

HammerDownl

KO is a great stock to own,i own it and it pays a solid dividend. Dont sell it it'sa safe play Id buy some more individual growth stocks. Example. Apple NVDA KO CRWD LLY All these i own and they are my big plays.

ADynes

As long as you are going to hold for a while you're fine. See: UNH, CRWD, etc

rando9999912

Clueless corps trying to adopt AI agents and fire real people just creates more security vulnerabilities. Higher cybersecurity spend until there’s a “safe” and viable AI native competitor, which most likely will come from one of the already established platforms. CRWD, PANW, NET, FTNT all still relevant. IBM cited cyber security spend today as a reason they made less money competing for capex

rando9999912

Up 100% on CRWD shares in 3 months lol

WarlockSmurf

originally i had a few shares that i bought during the Claude dip ($350 per share). Sold them off when it spiked to 750. After split i bought back few more shares when it hit 180, managed to sell them off today since I think i can get a better price to enter CRWD again

GainzandPumpz

CRWD my boy ❤️ .. what a beautiful sight to wake up to

Comfortable_Thing611

When did CRWD stock split? I was so confused

surmoiFire

when u have CRWD and oil in your port

Yogurt_Up_My_Nose

i'm up 220% on CRWD shares from when WSB said they were going bankrupt. wsb is always the best indicator.

Yogurt_Up_My_Nose

remember thinking CRWD was going bankrupt LOL man. good times.

mighty_sys_admin

From what I read, CRWD offered some insane discounts to keep people. Up to 90%

mighty_sys_admin

CRWD recovery from shutting down the world needs to be studied

d33p7r0ubl3

Geez. CRWD was at 800 before the split? That is wild

HabsfaninCalgary

I too have subscribed for 2.5 years now and it is way too expensive for what he provides. Great education for sure but overall you may beat the market if you happened to be in the ones that are doing well. Right now July 14th 2026 he has a decent amount of double digit profits in his buys. This is the first time in 3 years that has happened. With many of them he has waited 60 days for just 12% (MATX) and a few like CRWD and KRYS it took 4 weeks for 16%. He took a hit on KRYS today but he did sell half at 17%. This is one of many many stocks on his recommended list. He has at least 60% you take 5% or more losses on or do nothing. My issue is he has not adjusted his system to buy the real leaders like SNDK (in April) was although he was in MU. He sells out of great winners for 30% gains instead of selling at the 21 day or 10 day. In 2024 Mark Ritchie had APP and sold for 30% and the thing went 200%. I understand the concept that you put together enough of these and you will have a great return but there just aren't enough of these with his criteria. Some people do well but are the very small minority. Maybe 5% do well. Maybe they have time to sit in front of a computer all day and monitor and study on the weekends. I find buying Episodic Pivots - Pradeep Bonde and Quallamagie way more effective because they are looking not just for tightenings but real power with and ADR of >5%. Super huge surge in buying and then a tightening before resuming and of course Episodic Pivots.

thegoldenfinn

I love you CRWD & PANW.😘

No-Improvement3164

CRWD and PANW don’t care about software

WinstonSalemSmith

Yes, I mean old timers have the knowledge but I don't know if it is just luck. For example I bought a lot of CRWD after it crashed in 2024 and everyone who did this made money if they held. This was skill and luck. And everyone bought UNH last year and in 2024. Easy money and easy to outperform with such picks.

Forward-Surprise1192

I think it’s cybersecurity/networking? CRWD and PANW seem to mostly agree since one was just $800 before the recent share split. It’s usually very high in importance to big companies. They almost always have a cyber department and theres only a couple trusted and reliable names in the sector. Most importantly to expected future outlooks they will need security for their AI and to protect against AI. I have no real or specific evidence for any of this but it makes sense to me.

Forward-Surprise1192

Try CrowdStrike or Palo Alto, or similar? That sector will be Micron soon. CRWD was just $775 and share split June 2. So Palos next and CRWD should up again

Forward-Surprise1192

It’s much easier buying a few days out. More pricey, sure but way easier for me than 0dte. Personally I’d get CrowdStrike or Palo Alto, or Arista LEAPs or monthlies. Cybersecurity is almost always very important in literally every major company. CRWD was $800 a few weeks back before the share split and PANW is 45 degrees price increase for several months now. More importantly, if this AI bullshit continues then add security against others AI and to protect your AI the AI will need it to. People ask what the next Micron is? Well, it’s businesses like those.

hftrobo9285

Brave shorting CRWD, that thing has regard strength

Ok_Ambassador_4311

META calls, CRWD puts, or SPY ODTEs tomorrow

Mr830BedTime

CRWD about to break out

PM__ME_UR_BOOBS

Wow why is CRWD shittin the bed?

PM__ME_UR_BOOBS

Lost $25k on CRWD today buying at the top...

PM__ME_UR_BOOBS

CRWD stop dying plz 😭

PM__ME_UR_BOOBS

CRWD plz stop giving up all your gains

Turbulent_Cycle_7757

Based on my position sizing formula, these are the most heavily weighted CRWD FCEL GLW

Yogurt_Up_My_Nose

I've been trading a while so I've sold a bunch. but currently. CRWD i'm at 197% , GOOG 283%, and JPM 251% , and JPM I sold about 50 shares of last year. and GOOG I think I sold 25 shares of last year.

dcwhite98

NVDA, AAPL, GOOGL. LLY, CRWD, AMD, aren’t far behind.

ohgodthehorror95

Some companies I like right now. NOW, VEEV, SAP, TYL, TRI, HUBS, APP, and maybe ZETA. I also like DDOG and CRWD but their valuations are crazy stupid right now.

Fine_Sock3874

Today I traded CRWD, ASTS, NOW, FCEL, PANW, FDEX, and re-entered a SNDK call holding overnight so will see how it goes. I will look at all of these for the next couple days as well, SasS sector may rally more. Stuck in MUU/MU purchased at closing last week hoping to get out tomorrow.

Top-Meaning2626

Is CRWD going to keep going?

No-Improvement3164

What made CRWD and PAWN go up 100% in a blink of the eye on no news?

cbusoh66

I should have bought PANW and CRWD when they were 50% off