CRWDCrowdStrike Holdings, Inc.(CRWD)Stock Analysis

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SEC EDGAR: CIK 1535527CRWD stock profile & AI dashboard →

13F Pro Quality Score

67.7/100

Rank #347 of 2,961 stocksTOP 25%

View Technology peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

85.2/100

Profitability

51.9/100

Balance Sheet

36.7/100

Earnings Quality

94.2/100

Free Cash Flow

83.9/100

Institutional Flow

88.6/100

Revenue Scale

78.9/100

Dilution Risk

8.0/100
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CRWD Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for CrowdStrike Holdings, Inc. (CRWD), 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. CrowdStrike Holdings, Inc.'s 13F Pro composite quality score has ranged between 61 and 68 since 2026, currently 67.7 — a stable long-term trajectory across 41 quarterly and live scoring snapshots.

Fun facts about CrowdStrike Holdings, Inc.

Quirks, history, and lore behind CRWD — the kind of stuff that makes a stock memorable.

  • 1
    The Basics
    U.S. technology company · large-cap · listed on Nasdaq · headquartered in Texas.
  • 2
    The Numbers
    Annual revenue has surpassed $3 billion, growing at a pace that makes most software companies blush — yet it still prioritizes growth over profit, classic SaaS style.
  • 3
    The History
    Founded in 2011 by a former McAfee executive, it bet everything on a radical idea: ditch the old antivirus playbook and move endpoint security entirely to the cloud.
  • 4
    The Secret
    Its platform doesn't just block threats — it hoovers up trillions of security events per week, feeding an AI engine that gets smarter with every customer it adds.
  • 5
    The Lore
    In July 2024, a botched software update from this company triggered one of the largest IT outages in history, grounding planes and crashing hospital systems worldwide — an accidental reminder of just how deeply embedded it is.
  • 6
    The Giveaway
    Its mascot is a cartoon falcon, its platform is called Falcon, and its ticker is four letters that sound like it's ready to strike back at any crowd of hackers.
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What's Driving CRWD's Business? Latest 10-Q Breakdown

AI-extracted from CrowdStrike Holdings, Inc.'s 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.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Revenue

Q2 2026

$1.5B

Net Income

Q2 2026

$5.3M

Free Cash Flow

Q2 2026

$405.9M

Operating Margin

Q2 2026

-2.3%

ROIC

Q2 2026

-2.3%

D/E Ratio

Q2 2026

0.15

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+21.7% YoY
$4.81BFY 2026
FY23 $2.24BFY24 $3.06BFY25 $3.95BFY26 $4.81B

Net Income

-966.2% YoY
$-162.5MFY 2026
FY23 $-183.2MFY24 $72.2MFY25 $-15.2MFY26 $-162.5M

Operating Income

-152.0% YoY
$-293.3MFY 2026
FY23 $-190.1MFY24 $-19.1MFY25 $-116.4MFY26 $-293.3M

EPS (Diluted)

-983.3% YoY
$-0.16FY 2026
FY23 $-0.20FY24 $0.07FY25 $-0.01FY26 $-0.16

Total Assets

+27.4% YoY
$11.09BFY 2026
FY23 $5.03BFY24 $6.65BFY25 $8.70BFY26 $11.09B

Total Debt

+0.2% YoY
$745.5MFY 2026
FY23 $741.0MFY24 $742.5MFY25 $744.0MFY26 $745.5M

Op. Cash Flow

+16.7% YoY
$1.61BFY 2026
FY23 $941.0MFY24 $1.17BFY25 $1.38BFY26 $1.61B

Free Cash Flow

+16.3% YoY
$1.31BFY 2026
FY23 $706.0MFY24 $989.7MFY25 $1.13BFY26 $1.31B

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Available Research

13F Pro tracks comprehensive data for CrowdStrike Holdings, Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)
XBRL financial facts (revenue, EPS, margins)
Insider transactions (Form 4)
Institutional 13F holdings
Quality rankings (32 signals)
AI analyst debates & daily meetings
Historical financial trends
Peer comparison & sector analysis

Top Institutional Holders of CRWD

Companies Similar to CRWD

Ranked by quality-profile closeness and shared hedge-fund ownership — not just sector membership.

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MRVL

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AMD

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QCOM

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META

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Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.

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Is CRWD a good stock to buy?

13F Pro's AI-powered analysis of CrowdStrike Holdings, Inc. (CRWD) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for CRWD are available on the CRWD stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. CRWD is classified as a mega company.

Which hedge funds own CRWD?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling CRWD. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of CrowdStrike Holdings, Inc.'s investment landscape.