CRWD

Massive-Celery4758

By the way, CRWD does $5B ARR and has a market cap os $111b. This is 22x revenue. They have a slower revenue growth rate than SentinelOne. There is zero reason why SentinelOne will not eventually get the same treatment. Wild times! 

aliveintucson325

I have 200 shares of CRWD and 305 shares of ORCL and let me tell you, the last 3 months have been brutal. Buying puts tomorrow as a sacrifice to Wall Street so shares will reverse course

aliveintucson325

I’ve been invested in CRWD for 5 years (thanks to Nancy Pelosi). Good time to buy. It often does this - drop for a few months and rocket back up at earnings. Crowdstrike is more important than ever as AI agents introduce new risks. India expansion is going well, they recently opened a new datacenter there and have set up some new channel partnerships. Good play if you want to buy calls 4-6 weeks out and enjoy the ride up to earnings.

jigglyjohnson13

Starting to get interested in $CRWD and $DDOG again down here

dralva

WTF! Why is CRWD catching strays.

mylezman

# CRWD

Game3k

Cybersecurity, $NET $CRWD, will win 2026

Status-Net2947

Guys would you prefer to replace HOOD, TSLA, CEG and NFLX in your portfolio with CRWD, NOW, DDOG, and AMZN?! I really need help.

aliveintucson325

Super bullish on CRWD: 1. AI creates tons of security vulnerabilities and 2. APJ expansion strategy. Using channel partners in India. Recently announced new datacenter in India, which is huge competitive advantage since India requires data to be stored locally. APJ tailwinds should prop up guidance at next earnings

Bobby-Firmino-Legend

CRWD is a screaming buy for 2026 with agentic AI bad actors and Crowds 10 years of unparalleled battle tested real time attack data to defend

Status-Net2947

Actually I was targeting NFLX but decided to sell hood at 108 for a 40 dollar gain to rebuy it at 102y. I definitely need NFLX and CRWD

Status-Net2947

CRWD, DDOG, CEG and NOW will be targeted

Status-Net2947

CEG, NOW, DDOG and CRWD will be purchased as soon as possible.

Odd-Ad-9596

I’m averaging down on Monday. Just remember how pundits knocked TSLA @ $60, FB as a new issue trading around $32. RBRK is one of these type of situations and NOT competing with CRWD (an actual partnership with CRWD). Buy the stock and forget it. It is a steal @ 11.4 valuation. Screw the guidance crap negativity. They’ll continue to grow subscription. Remember, buy it and forget it. Check back in a year from now.

KwOlffUtbILL

They are not competitors with CRWD and PANW. RBRK is a data "insurance" / recovery / backup software (expanding on this, but this is their core feature). To ELI5 this, they are the company that will insure + recover/restore the belongings in your house if/when you get robbed (AKA: data in your system if you get hacked).

catpicsforfree

This whole concept is so funny to me in cybersecurity stocks especially. I promise that no large company on the planet is going to replace the CRWD, PANW, RBRK, etc services with Claude. It’s just not gonna happen, ever.

Game3k

Cybersecurity is biggest slam dunk of 2026. $NET $CRWD

MaskYourDeviceID

own the Mag 7 before they were the Mag 7. it's what I did. bought all if them during the slump of 2022 and have beaten the S&P by 100% since then. also take some chances. Put 2k into CRWD and am at 200% return. also buy companies with good fundamentals that got caught in a bad selloff. Put money in Shopify after it fell 80% and got 300% so far. buy companies that offer genuinely good and profitable services. Spotify is at 300% return for me. also hold strong on companies that have good fundamentals and are undervalued. MU was underperforming the S&P when I was trimming my portfolio in Jan 25 (I offloaded AMD, VISA, and trimmed MSFT, AAPL positions), but it just didn't make sense to me. MU P/E was 11 while similar companies were at 20-30. this is back when they were at \~$100/share. "I liked the stock" so I held it. and now they have been caught up in the AI boom really tho, just invest in the giants. AAPL, MSFT, GOOG, AMZN, TSLA, META, NVDA. hell even Walmart has beat the S&P since I bought it. it's not too complicated to beat the S&P. i'm only 3 years in on my portfolio, so it could just be luck, but idk

Even-Cartographer134

Commvault is closest competitor. PANW and CRWD aren’t in the same category. Rbrk is a solid buy at these prices and would encourage to build a position

DonnyB79

Wow, it’s funny you make this post- I was thinking about making a post about RBRK as well. It’s to my understanding that they aren’t necessarily competitors with your CRWD and PANW type companies. Essentially, Rubrik assumes everyone will get hacked or mess up, so you should have a plan for when it happens. It’s more of a backup/recovery cyber company than threat prevention. I believe their closest competitor is Cohesity (which is private) What caught my eye was the P/S Valuation. 11.4 feels low compared to others in the industry. CRWD’s is 25.44, PANW’s is 13.83, ZS is 12.06. And none of those are growing as fast as RBRK. I believe that this niche they are in could be very profitable and essential to any sized company- and they’re positioning themselves as a leader. Anyways, looks like we will both be building a position at the same time. Hope it works out for us.

SaaSGrass

GLD, SLV, CRWD, LMT, PANW seem like a good Iranian port for ‘26

dansdansy

Taking valuations into account, I'd say PANW and CRWD

CokePusha69

CRWD

InspectionInfinite46

Who do y’all think has the better 5-10 year ahead of them AVGO, CRWD, or PANW?

DegenGonnaDegen

Why CRWD not $500?

Game3k

Cybersecurity bull run on deck NET, CRWD

Creative-Sherbet-584

The companies that own the datacenters and service the software. Amazon, Google, Microsoft ZS, PANW, CRWD The chip producers will taper off (if) demand tapers off. Utilities I don't have a lot of knowledge on but classically they have capex and anti monopoly constraints for growth. Not really worth the investment in my opinion. People claiming that the "AI Hype" will die down or stop don't really understand whats happening right now in the software space. Models are being built out across industries for a vast array of utilities. From electric grid demand prediction, fine tuned language processing, medical imaging, crash analysis for insurance claims. This isn't a thing that's just going to stop. It's slowly going to be EVERYWHERE optimizing corporate efficiency in a variety of ways. Replacing jobs in some sectors and creating jobs in others.

Leroy--Brown

Some software/cloud security providers: PANW, CRWD, ZS I like the hyperscalers too, I've specifically chosen MSFT and GOOG. Amazon is a great choice too IMO. I like VRT for data center cooling and reducing electricity use. Also there are some longshots in the SMR OKLO, rolls royce, westinghouse, small modular reactor nuclear space. I'm sure that what data centers are doing in actual reality to achieve their short term electricity demands is not aiming for nuclear longshots, but they're actually taking a multimodal approach: solar, grid contracts with grid utility companies, wind, petroleum generators, geothermal if they can get it.

Yogurt_Up_My_Nose

just buy individual stonks when there's clear maybe deserved but still over reactions. such as CRWD , INTC, I wanted to say NKE but that one hasn't worked out for me. I don't really play the market too much anymore though.

Yogurt_Up_My_Nose

PANW is a bleh imo. I'd stick with CRWD.

cbusoh66

I guess buying PANW and CRWD calls on recent weakness may not have been the right move.

Spiritual-Matters

I work in cybersecurity and CRWD has a very positive reputation. I’ve never used their product myself though.

zendaddy76

I guess I got lucky - I did MF for one year and only bought their recommendations I believed would do well, and that’s how I discovered NVDA, LRCX, ASML and CRWD

sNeKbIt99

Might add to CRWD at EoD.

Game3k

Getting rich off cybersecurity. $NET $CRWD $PANW

palindromic

CRWD went up because.. it has security in its name??

aliveintucson325

Love to see CRWD pumping today. CEO just spent $300M for ownership stake in Mercedes F1 team. I was worried that he was selling so many shares recently.

Game3k

Cybersecurity gains are certain NET CRWD PANW

jaajaajaa6

Little diversification in your holdings. Add some financials (MS a favorite), some defense (RTX, HII, BA) and cyber (CRWD). I own all of these so I put my money where my mouth is. But, to be fair, I am in at much lower prices.

TepesVodaVoievod

Dude...I worked for CRWD, 8 out of 10 leading world banks use them for a reason... almost 70% of the NASDAQ100 companies use them... it is the best solution out there, by far... expensive but any company that has an IT manager with at least half a brain will want CRWD... About the global outage... there are so many Idiotic IT managers... the solution has ample testing environments...but idiots chose to let the new patch run directly in production... you can't teach passion and you can't fix stupid...

bythepowerofboobs

That incident actually made them a better company. I went to Fal.Con a few months after this happened and belief in CRWD was still very strong among it's customer base. Everyone I talked to was satisfied with the way CRWD handled that situation and the changes they put in place to ensure it never happens again. My company actually increased our CRWD investment by a factor of 10 last year adding a ton more CRWD products.

ElectricalSystem1761

VST, PLMR, MNMD, XZO, ZS, AORT, DDOG and CRWD is where we be put my money for 26

donatom3

Yes after that happened was the time to buy CRWD cheap. I work with a Security vendor that dumped Sentinel for CRWD as in their testing they could get passed Sentinel. I sleep better at night knowing CRWD is on our machines.

Game3k

Cybersecurity will be the winner $NET $CRWD

TepesVodaVoievod

You clearly do not understand how much better is CRWD over Sentinel0ne at endpoint security...CRWD is overvalued but it will grow more. It just murders everyone in the field but loses on price and once the customers they cheaped out get breached, they buy CRWD.

Capital-Resident-131

Bro you're catching the falling knife on S while CRWD is literally printing money 📈 That Falcon Flex rollout has been brutal for competitors but honestly might be a decent contrarian play if you can stomach more pain - just don't go full regard and YOLO everything unless you hate money

Rich-Use1484

Fair point on deceleration—growth's slowed from 100%+ peaks to 23% YoY. Guidance is conservative (FY26 $1.001B, +22%; Q4 $271M, +20%), but they've beaten estimates consistently and raised intra-year. Margins? Actually killing it—non-GAAP op margin hit 7% Q3 (+1200 bps YoY from -5%), FCF positive at 6%. Thesis holds: Undervalued at \~4x sales with AI tailwinds, enterprise wins (1,572 big customers +20%), and rebound potential vs. CRWD. Risks? More slowdown if macros bite...

aezakmii-

I start with quality filters before looking at valuation. ROIC above 12%, consistent free cash flow, manageable debt. Then I look at which ones are trading below fair value estimates. The sector approach you're using isn't bad but it sounds like you're missing the individual company analysis piece. Like yeah CRWD was in an undervalued sector but it also has sticky revenue and high switching costs which matters more than sector exposure imo. I use Valuesense for the screening and valuation stuff. Finviz works too for basic filters but doesn't give you the intrinsic value piece.

aliveintucson325

CRWD is the low key play post Venezuela. Russia is waging cyber war, this weekend was a wake up call for all governments and private companies.

jaajaajaa6

Agree on MSFT and can see TSM and neutral on META My core also includes CRWD for cyber, MS for financials, RTX and HII for defense I also have high growth plays of PLTR and HOOD Good luck!

PuzzleheadedSpeech67

Your list is broad. I'm still thinking through ten stocks for the long run, not sure how long of a time horizon. I've got a few more than ten but picking a few options for more research Amazon Walmart Nvidia Google Netflix Have to have something in the energy space, grid, solar, nuclear etc Risky bet Oklo, Hubble, Stable but boring Exxon Defense Sector - RTX INFO SEC NET CYBR CRWD Retail HD DKS Ulta

aliveintucson325

Ugh. Down $8k on CRWD. Wrote 2 puts and got assigned at $495 2 weeks ago. Selling covered calls to make up the difference, but it just keeps dropping.

Misaka9615

for what it's worth that was CRWD, not CRWV

aliveintucson325

CRWD

1bizzyone

CRWD takin out that last gap, had to be done

silverfire626

What’s going on with CRWD?

Xzlk

Look how they’ve massacred by boy CRWD

Game3k

Cybersecurity can’t miss $CRWD $NET

PMmeuroneweirdtrick

I'm still stacking SOFI this year, but also RKLB and ASTS in the space sector RDDT HOOD MELI CRWD MU / CEG / VRT in AI related plays

Moon2Reddit

You pick and choose carefully. CRWD is one to stay with. Cyber is also unique, look at the price of that Google acquisition recently. Future of cyber

ImnTheGreat

yes, but neither you nor I are market makers. Market makers are very forward-looking, and don’t care about your opinion about a particular security, or mine. I’m not trying to be toxic or offensive, but to put it bluntly, your opinion does not matter. $CRWD may generate enormous returns within the next 5-10 years, so coming back to my original point, it doesn’t make sense to write it off as a “bad” company

Spins13

I got out at +200% on CRWD because yeah it’s much too expensive for a barely profitable company right now

Working-Guard-7848

well, CRWD has about 1B in free cash flow (FCF) annually. Normally this would be very close to same # as net income. However, for a company that is focussed on growth, they take their FCF and reinvest it into capitol expenditures (think, build more data centers, buy more chips). That's why net income is almost zero, while FCF is a billion+. They are choosing to reinvest and expand.

Jersey_Crypto

Well maybe you can help me out. I’m 64, I just transferred $150K of my annuity into my Fidelity IRA. Would you have any stock suggestions? I would be on a 7-10 year plan. I currently have $48K in my Robinhood account which is up only 8.2% YTD, but 61% over the 3 years. Stocks: META, NFLX, CRWD, AAPL, ZBRA, NVDA, RDDT, HOOD, PANW. We already have real estate as our safe investment totaling $800-900K equity.

Affectionate-Day2743

absolutely. In the last 16 months I've purchased CRWD at 217 and PLTR at 41. i flipped both for decent profits but, in hindsight, should have held both much longer.

WinstonSalemSmith

Large gains, mainly CRWD RNMBY WBD some ETFs. I would have made much more had I not panic sold GOOGL and some others in April. Next year I expect more merger activity, gains from precious metals and AI so I am in GLD SLV NBIS. Boring ETFs like XLU will also do OK. Oil will fluctuate as always.

Kitchen-Safety4218

Your allocation mirrors the "Quality Factor" dominance seen since the 2008 GFC. It’s a fortress. But at 23, you’re paying a high premium for defensiveness you won't need for decades. UNH, PG, and KO are modern "Nifty Fifty" plays. They provide excellent ballast. So, holding 11% in staples and legacy healthcare suggests a fear of drawdowns your 40-year horizon doesn't justify. It’s a defensive posture for a long-distance race. MELI is your alpha engine. It captures both e-commerce and fintech tailwinds in a developing theater. Which is where the real compounding happens. AMZN and CRWD provide the necessary digital infrastructure exposure. These should be the core, not the satellites. The VXUS and WM additions are concessions to "Modern Portfolio Theory." VXUS is often a performance drag disguised as prudence. WM is a great business, but it's another anchor. Because you're adding capital daily, you don't need this much protection.

jx25bbxb

VOO 47.4% UNH 8.4% PG 5.2% KO 5.9% CRWD 4.3% COST 5.1% QCOM 4.7% MELI 5.2% AMZN 9.4% BRK.B 4.4% thinking of adding around 15% vxus and wm heading into 2026 by trimming off each individual stock holding

Donut_LordO

CRWD

aliveintucson325

My stock pick for 2026: CRWD. Cybersecurity is more important in the AI age, phishing attacks and the like are increasing. Last thing IT will cut, so resistant to downturns. Best in breed. Subscription model working well, and once you’re in the ecosystem, plenty of upsells. Never disappoints on earnings calls. Currently trading well below 50 day moving average (477, was at 556 a month ago). Coiling for a move up to 600. I got 200 shares.

aliveintucson325

CRWD. Cybersecurity is more important in the AI age, phishing attacks and the like are increasing. Last thing IT will cut. Best in breed. Subscription model working well, and once you’re in the ecosystem, plenty of upsells. Currently trading well below 50 day moving average. Coiling for a move up to 600. I got 200 shares.

Tobytime34

RBRK Cyber is going to pop & RBRK has a small enough market cap & growth to pretty easily double. For the lazy MF’ers here lurking for picks, Merry Christmas. These will also work well & make you $ in 2026 in the space: PANW, CRWD, NET, ZS.

jaajaajaa6

Riding the same sectors I had in 2025. Focus on select defense stocks( RTX, HII,, Ktos) cyber ( CRWD, Panw via cybr) tech (MSFT, google, Pltr,), financials(ms, hood, abl) and some cutting edge biotech stocks(CAI, ntra). Very rewarding 2025 up 30 to almost 50% in my accounts.

Asrikk

TSM has an absolute vice grip on semiconductor manufacturing. Samsung and Intel are their only real potential competition and Samsung has had issues scaling and fulfilling contracts and Intel arrived very late to the party and are still trying to play catch-up. INTC definitely has the 5x potential IF they can pull the catch-up off. Google and Microsoft both have massive, stable core businesses to build off of which gives them a massive advantage. META is arguably the most forward-thinking consumer-wise, but that's largely at the expense of near-term margins. Their social ads platforms aren't as stable revenue streams as Google's or Microsoft's core businesses IMO. AMZN, AVGO, PLTR, ASML, CRWD are all very heavy growers with their own respective niches in the AI sphere as well.

WinstonSalemSmith

Agree. If you can make rational decisions picking stocks and sector ETFs will allow you to outperform and outpace inflation. If you study the current US administration you can identify patterns to its behavior and profit. You can study other issues, like increasing debt issuance and make decisions about the precious metals and commodities market. You can also not do these things and live a rather comfortable life, though I will say that purchasing RNMBY and CRWD in 2024 and WBD this year has made my life easier. So I think that if you are alive to the world it is rational to make investment decisions based on this knowledge. However, if you don't pay attention to this sort of stuff, it is better not too start as it is a rather steep learning curve and the type of curiosity it involves could be innate.

LALiving2020

CRWD

aliveintucson325

Great time to buy CRWD

Calm_Still_8917

Avuv, AMD, Palantir, CRWD

jaajaajaa6

I am entering 2026 with positions in: RTX, KTOS, HII - war is continuing, NATO counties have a bigger budget, and China is building military as a priority. CRWD, PANW - cyber is not optional and they are the best. Also, heading towards one stop shopping for customers to save on integration efforts. MS - 50% revenue from wealth management. As markets grow, so do their account fees with an excellent management team HOOD - the most innovative company out there and where the younger investor is going. And buying businesses that generate steady cash flows. PLTR - the best CEO in the business - love Karp and a fantastic product. You could wait for a pull back but from what price? Hope this helps! Happy holidays!

aliveintucson325

January is a good month for Nasdaq 100 stocks. Copium I’m inhaling because I’m about to get assigned 200 shares of CRWD

aliveintucson325

Sold two CSPs using margin on 12/19 $495 CRWD last Thursday. Thought the market looked steady, why not pick up an easy $700. And of course the market proceeded to tank as soon as I sold. Was down $5k this week. Swore I would never use margin or trade options ever again. But didn't pussy out and now only down $1k. Hell yeah.

upside_win222

I have warned the folks of bb\_stock time and time again to stop lighting money on fire and to invest in better cybersecurity products like CRWD (ever since it was 250, and I have the receipts to back it up). Those guys ended up banning me oh well.

upside_win222

I have warned the folks of bb\_stock time and time again to stop lighting money on fire and to invest in better cybersecurity products like CRWD (ever since it was 250, and I have the receipts to back it up). Those guys ended up banning me oh well.

aliveintucson325

I’m so fucked. I wrote two put contracts for CRWD on Thursday afternoon using margin, got $700 in total. And then CRWD decided to nose dive. Now total loss is $3.5k. Yesterday it seemed to stabilize and didn’t want to sell at the bottom, did not anticipate another big drop today. This is brutal.

aliveintucson325

Why is CRWD getting pulled down along with ORCL and Dell?

aliveintucson325

Please God, push CRWD up 1% by Monday and I promise I’ll start tipping at checkout counters

aliveintucson325

I’m such an unlucky fool. I sold naked CRWD 12/19 $495 puts on Thursday afternoon right before stock dropped from 520 to 488. Just need a 1% pump and these puts expire worthless and I’m set. And then I’m not touching this market again until the recession clears.

txholdup

I do this selectively, buy CRWD was worth a $130 a share profit in a matter of a few months. During the 1st Trump administration, I made a lot of $$ for a while buying the companies he trashed. They would drop 10-15-20% and within 3-4 weeks would be back to their old levels. It worked for about a year until the market stopped reacting to his rants about corporations.

Hamlerhead

That's kinda/sorta how I've been playing the market since 2022. Taking 20-50% profits and then re-upping when it drops. It hurts sometimes when I see certain tickers run, though. I made decent money on CRWD and AMD for instance, but if I'd just held? I dunno.

mixedTape3123

CRWD 477 P exp 12/19 if it closes below 510 on a 30m chart NVDA 175 P exp 12/19 if it closes below 183.65 on a 30m chart

GTORacer44

I knew this post was regarded just by looking at you comparing OKTA to CRWD & Zscaler If you don’t even know what companies/products compete with a stock you have no business trading it

WinstonSalemSmith

I know, I know. Once you are on that other side no amount of evidence will convince you otherwise. Buying CRWD after the 2024 crash, Rheinmetall before the surge last year. Adding shares whenever the US administration recycles the "Ukraine Peace Plan" selling when it goes back up. And seeing the US Dollar weakening right in front of your eyes and buying precious metals. All wasted words. And why not do it your way? There are many roads. And it's the next market phase we should all be thinking about.

CokePusha69

CRWD I like

jaajaajaa6

CRWD and MS on the large cap / ABL on the small cap

AFTCP

Tech wise, they are were CRWD was 5 years ago. Their CFO resigned after 15 months.

scroto_gaggins

Considered it in the past but there are better cybersecurity plays imo. CRWD, PANW, RBRK >>

HotTruth999

Are you kidding? Palo Alto is a legacy firewall maker from the 90s trying to switch to security. CRWD is THE security leader in the 21st century. It’s like comparing Intel to Nvidia. Not even a close race.

scroto_gaggins

$RBRK had great earnings. Wish I bought more on the recent drop but considering selling my $CRWD shares to buy $RBRK shares/calls

Riskismyapellido

ZS, PANW got hit hard. PANW is somewhat recovering. CRWD is flat or down slightly. I have a weird feeling about RBRK in my balls. Might me cancer or might have to nut after hours. Let's see! Ruding with 1,000 shares. Expect move to 80ies

greenpride32

Do your own DD but some of my more recent pickups are BROS and CRDO. But I buy and hold for several years so I'm not buying all the time; I buy when I find the right one - or just add to my existing positions. As an example, SHOP is something I picked up before even considering CRWD - it still has better top line growth on much larger base revenue number. I mix these in with more established companies with growth (mostly tech megacaps).