CrowdStrike Holdings, Inc.(CRWD)— Stock Profile, AI Score & Financials
Technology · Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
CrowdStrike Holdings, Inc. (CRWD) stock profile, AI quality score, and SEC EDGAR financial data, a Technology sector company. 13F Pro's AI-powered ranking engine scores CRWD at 67.7/100 on a 32-signal composite quality model, placing it at rank #347 of 2,961 stocks — the top 25% of the AI-ranked universe. CRWD scores in the top quartile across earnings quality (94.2), institutional flow (88.6), revenue growth (85.2). Areas of concern include balance sheet strength (36.7), which score below median versus the broader universe. Shareholder dilution risk is elevated at 8.0/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), CrowdStrike Holdings, Inc. reports quarterly revenue of $1.5B, net income of $5.3M, an operating margin of -2.3%. Top institutional holders of CRWD by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, STATE STREET, based on the most recent SEC filings. CRWD trades on the Nasdaq exchange and files with the SEC under CIK 1535527. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate CRWD daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for CrowdStrike Holdings, Inc. directly from SEC EDGAR.
AI Quality Score
67.7/100
AI Rank
#347
Revenue
$1.5B
Net Income
$5.3M
Free Cash Flow
$405.9M
Operating Margin
-2.3%
CRWD key financials by period
CrowdStrike Holdings, Inc. reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2026
10-K
$4.8B
$-162.5M
-6.1%
FY 2025
10-K
$4.0B
$-15.2M
-2.9%
FY 2024
10-K
$3.1B
$72.2M
-0.6%
FY 2023
10-K
$2.2B
$-183.2M
-8.5%
FY 2022
10-K
$1.5B
$-234.8M
-9.8%
FY 2021
10-K
$874.4M
$-92.6M
-10.6%
Institutions holding CRWD
Institutional investors reporting a position in CrowdStrike Holdings, Inc. on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-08-27 — Q2 FY2027 (quarter ended July 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Subscription revenue grew 27% YoY to $1.4B; net income of $5.3M despite $33M operating loss, aided by $43.9M interest income.
Biggest Revenue Drivers
Subscription$1,400.3M+27% YoY
Driven by addition of new customers and sale of additional sensors and modules to existing customers.
Professional services$70.6M+7% YoY
Increase in the number of professional service hours.
Biggest Revenue Drivers
Total revenue: $1,470.9M+26% YoY
Subscription$1,400.3M+27% YoY
Driven by addition of new customers and sale of additional sensors and modules to existing customers.
Professional services$70.6M+7% YoY
Increase in the number of professional service hours.
Largest Expense Items
Research and development$444.2M+30% YoY
Increase in stock-based compensation ($48.5M), employee-related expenses ($40.1M) from 17% headcount growth, cloud hosting costs ($12.5M), and allocated overhead.
Sales and marketing$510.0M+14% YoY
Increase in stock-based compensation ($22.6M), employee-related expenses ($17.7M) from 10% headcount growth, marketing programs ($6.7M), and allocated overhead.
Subscription cost of revenue$310.7M+23% YoY
Increase in cloud hosting costs ($13.9M), depreciation of data center equipment ($10.4M), employee-related expenses ($9.4M), and stock-based compensation ($6.9M).
Margins: Subscription gross margin increased 1 percentage point to 78%, driven by hiring efficiencies despite higher infrastructure costs. Total gross margin was 75%, up 1 point YoY. The company expects gross margins to increase modestly over the long term as infrastructure investments are leveraged across growing revenue.
Watch Items from the Filing
July 19 Incident litigation and claims pending; company unable to reasonably estimate loss or range of possible loss, though company expects significant future legal and professional services expenses with some insurance coverage expected.
ARR grew 25% YoY to $5.84B as of July 31, 2026; dollar-based net retention rate improved sequentially but company notes it can fluctuate and faces headwinds from elongated sales cycles and customer commitment packages post-incident.
Company has accumulated deficit of $1.2B as of July 31, 2026; while achieved profitability in Q2 FY2027 and certain prior periods, sustained profitability not assured and operating expenses expected to increase.
Deferred revenue of $4.8B ($3.5B current) provides strong revenue visibility; company expects to recognize ~46% of remaining $10.7B performance obligations within next 12 months.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
