CRWD - CrowdStrike Holdings, Inc. 0 WATCHERS

CRWD MS RTX PLTR HOOD RTX

Does one of these companies with the best EPS and revenue figures in the last quarter seem like a good deal to you? I looked at this list of companies with the best EPS and revenue surprises: [https://stockschecker.com/earnings?tab=Tab1](https://stockschecker.com/earnings?tab=Tab1) . The top stocks with the best earnings appear to be the …

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

I missed out on CRWD earlier (I had my eyes on it since 2019) and IMO the valuation is too far ahead. 20% top line growth is very good, but when you're talking that figure on barely $5b/year revenue, it's not as impressive. I'd rather buy equal or higher growth …

Is $CRWD still a buy after earnings? Crowdstrike Holdings Inc. ($CRWD) reported a classic beat and raise quarter last night, however the stock still sold off about 3% in after hours trading. Then this morning the stock opened even lower, falling to about $486. That ended up being the low …

With all the hype about AI, it will have its stops and starts. I prefer cyber which is not optional. My favorite is CRWD which is the best in the game.

Guh. Glad I sold half my bag at close but…guh for the rest of it. Hopefully it’ll recover like CRWD.

Bought 4x $495 CRWD calls at the absolute bottom today for 7.00 each and sold for 8.00 each, they're now at 22.00, fuck me.

This was a clean quarter from CRWD. The revenue beat was expected, but the standout for me is the consistency in ARR growth and how efficiently they’re converting it into cash. Nearly $400M in operating cash flow during a macro where most cybersecurity names are still juggling higher costs says …

CRWD earnings CrowdStrike forecasts Q4 revenue between $1.29B and $1.30B, beating analyst estimates of $1.22B Q3 revenue grew 22% to $1.23B with annual recurring revenue hitting $4.92B Company raises full-year revenue outlook to $4.80B-$4.81B on strong AI-driven demand Record cash flow of $397.5M and free cash flow of $295.9M demonstrate …

Gambling or Investing? Hello! 18M and looking for advice about investing, especially with the psychology I should have with stocks. I have 14k in a TFSA and already a little big of knowledge on investing. Lucky to have parents that are okay with me staying longer, plus money already saved …

Caught a nice move on MDB this week I picked up some MongoDB ($MDB) last week, and the stock jumped about 27% at the open today. Ended up closing the trade with roughly a 40% gain — around $160k. Pretty happy with how it worked out, but trying not to …

Those options going into CRWD earnings were pretty expensive. And it's flat... All that premium...

What a show : GTLB, OKTA, CRWD, MRVL.

Give it to me straight, CRWD.

Feeling gay. Bot CRWD puts. See you in Valhalla.

GTLB MRVL CRWD here we gooooooo

Feeling gay. Bot CRWD puts.

#Ban Bet Won --- /u/Amplees made a bet that CRWD would go to 520.0 within **2 days** when it was 508.53 and it did, congrats autist. Their record is now 3 wins and 2 losses [**Join WSB Discord**](https://discord.gg/wsbverse) | [**⚔**](https://www.reddit.com/r/KarmaCave/)

Tempted to just sell my $CRWD calls for 16% profit already

TIL CRWD is valued at 30x revenue.

$CRWD bout to blast higher!!

(CRWD) CrowdStrike Q3 2026 Earnings Call | Live Transcript at 5:00pm ET This post contains content not supported on old Reddit. [Click here to view the full post](https://sh.reddit.com/r/wallstreetbets/comments/1pch4va)

CRWD

Bout CRWD at $70 panic sold during that airport debacle. Good return but half it's valuation now

ZS got crushed for meeting expectations. CRWD is doomed. Puts.

Very fair and worth the warning. The valuable thing about Cramer’s show imho is he does the CEO interviews. Yes companies are on there to hype their story obviously - but it’s still the story straight from the horses mouth. And if you watch many of them you can compare. …

Skip S. For cybersecurity I would go with PANW, CRWD, NET, and if you want a fourth ZS. If you want a broad collection CIBR.

SentinelOne - What am I missing? So, I just saw a suggestion for CRWD and was looking for it's competitors - and saw SentinelOne. SentinelOne's revenue is growing at 30%+ for last 5 years but stock is down 60%. CRWD has a revenue of $3.95B and market cap of $127B …

If it sparks some ideas, heres my portfolio Holdings 45 35% BRK.B 30% TFX (Custom tech foundations pie) +521% > 5Y 20% AVGO 12% NVDA 10% EQIX 9% GOOGL 9% AMZN 8% PLTR 6% ANET 6% CRWD 6% PANW 5% IBM 15% CEF (Costom Clean energy foundations pie) 350% > …

my portfolio Holdings 45 35% BRK.B 30% TFX (Custom tech foundations ETF) +521% > 5Y 20% AVGO 12% NVDA 10% EQIX 9% GOOGL 9% AMZN 8% PLTR 6% ANET 6% CRWD 6% PANW 5% IBM 15% CEF (Costom Clean energy foundations ETF) 350% > 5Y 21% PWR 18% NEE 13% …

I'm actually trying to understand this at the moment. I acknowledge your explanation but I'm neither 5 yo nor Michael Scott so someone please talk to me like an adult... Not a very smart one but still an adult. I'm discussing with Gemini on rebalancing my portfolio, after initial advice …

Does This 5–10 Year Growth Portfolio Look Solid? AI + Core ETFs I’m planning to reinvest part of my portfolio into a moderate risk “high growth savings” allocation. I’ve run several iterations over the past few weeks and I think this version is close to finalized. The goal is to …

Does This 5–10 Year Growth Portfolio Look Solid? AI + Core ETFs I’m planning to reinvest part of my portfolio into a moderate risk “high growth savings” allocation. I’ve run several iterations over the past few weeks and I think this version is close to finalized. The goal is to …

CRWD--CYBERSECURITY = THE ONE SECTOR THAT PRINTS IN *RECESSION, DEPRESSION, AND AFTER NUCLEAR WINTER*

CRDO/MDB/CRWD/CRM/SNOW/TTAN/RBRK

I have done very well with CRWD in my portfolio.

Going long on CRWD before earnings is risky - cybersecurity sector has been mixed lately as we saw with ZS. CRWD does have stronger fundamentals and market position though. Might be worth watching the IV crush post-earnings instead of taking a directional bet. Consider a strangle/straddle if you're determined to …

AEO calls. PUTS on CRM CRWD DOCU

Santa rally is coming. Calls on MDB, MRVL, CRWD, CRM, SNOW, and DOCU.

Thoughts on SNOW? CRM or CRWD?

I too have been looking hard at this space as believe secular tailwinds are strong for cybersecurity. They may be 20% off the highs but the p/s multiples still pretty high. The 'leaders' are PANW and CRWD but they are trading at 13 and 30 price/sales multiples. Prettty pricey for …

CRWD Long or Short?? Anyone going long on CRWD with earnings coming up? ZS was NOT a good call. Wondering if CRWD will follow suit being in the same sector

I felt the December cut was necessary when many Fed people were backing away from it. As usual, they are late as they look at data in the rear view mirror. But layoffs are real among white collar jobs and college students can’t find work. Unemployment is front and center …

My research led me to hold PANW, CRWD, NET, and ZS and excluded the others for now. Equal weight all except PANW, which I hold at double weight of the others. My portfolio has been tech-focused for a few decades and starting a few years ago I re-mapped it toward …

CRWD

If you aren’t buying the dip on ZS, NET, PANW… you must hate free money. CRWD and OKTA report next week, loading up if they dip too

CRWD

PLTR (high now but good long term), RBRK, CRWD, TWLO, IBIT.

TSLA HOOD CRWD HIMS TEM SYM

INTU, NOW, CRWD, STT, BLK, KKR, TOST, Don’t buy garbage stocks if you want to be wealthy

From Google Gemini: ​Zscaler (ZS): A cloud security company that offers Zscaler Private Access (ZPA), which is considered a modern, "Zero Trust" alternative to traditional corporate VPNs. ​Palo Alto Networks, Inc. (PANW): A leading cybersecurity provider whose platform includes a secure remote access solution called GlobalProtect, which acts as an …

I buy puts and short shares on companies i think are overvalued. Tesla and CVNA, and a couple others like CRWD, APP, NET, DDOG, AVGO. the movement and manipulation is insane. Algos will always ramp them massively on the open, especially Mondays. They try to scare the shit out of …

Evaluate my Roth IRA portfolio So since 1st of October I went from being 60% up YTD to now being almost flat YTD. I'm mentally frustrated given the amount of time I spend looking at my stocks and trying to make the best decisions. This is my Roth IRA account …

I’m buying CRWD. Just need it to hit 500 or lower.

I did that with CRWD when that whole thing happened and have also not been dissapointed. Also bought more MSFT at the time. I did not buy BA after their whole Maxx crash situation and the whistle blower dying situation. That one is on a weird risk level I wasn't …

NET or CRWD

Will CRWD pull a DDOG and RIP after earnings?!

NET outage = CRWD outage? So NET calls?

GOOG, MU, VRT, CRWD, PANW (I think AI is going to massively increase the need for good cybersecurity going forward)

I bought CRWD around $130 and sold around $370. I was considering selling for valuation reasons and then I had the opportunity to sell a minute into the cybersecurity incident in 2024 if I remember

Fortinet. Of the big 4 pure plays (PANW, CRWD, FTNT, ZS, maybe including NET if you're comfortable with 40x sales), Fortinet checks the most boxes *and* trades at the lowest price. -Founder owned, high insider ownership -Highest gross margins -Highest operating margins -Highest FCF margins after subtracting SBC -Lowest SBC …

I have CRWD and FTNT.

The best ones are $CRWD and $PANW. Both are outstanding companies, but both are rather expensive right now. Another great company is Fortinet $FTNT. I would rank them a notch below the other two, but based on the valuation, this one is the most interesting one right now. In case …

CRWD, NET and ZS. They don't overlap and are good cyber security plays. To be honest, I do think they are richly valued but they deserve that premium.