$CRWD
CrowdStrike
39 articles
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We've curated 39 independent analyst write-ups on $CRWD from newsletters and Substacks — sorted by date.
Sleep Well Portfolio (Sept 2026) - New Pick coming up - SWI#25.
CrowdStrike ($CRWD) • By Sleep Well Investments • 2026-10-02
CrowdStrike – I Love This Business, But The Valuation is Brutal
CrowdStrike ($CRWD) • By Rijnberk Investinsights • 2026-09-10
CrowdStrike: Why Most Investors Are Underestimating The Mythos Inflection
CrowdStrike ($CRWD) • By Outperforming the Market • 2026-09-09
Sleep Well Portfolio (Aug 2026) - Recovery continues, Cyber Security roared back.
CrowdStrike ($CRWD) • By Sleep Well Investments • 2026-09-03
Software's Fairytale Run Continues
CrowdStrike ($CRWD) • By The Pragmatic Optimist • 2026-08-29
CrowdStrike: Investor meetings takeaways
CrowdStrike ($CRWD) • By Outperforming the Market • 2026-07-08
The CrowdStrike vs SentinelOne Puzzle, Solved
CrowdStrike ($CRWD) • By Flow Value Investing • 2026-05-16
Crowdstrike – Is it Really Worth 27x Sales and 140x Earnings?
CrowdStrike ($CRWD) • By Rijnberk Investinsights • 2025-12-06
CrowdStrike – Still the King of Cybersecurity, But is the Stock a Buy?
CrowdStrike ($CRWD) • By Rijnberk Investinsights • 2025-09-06
Crowdstrike is Still a Rule of 40 Business — Just Not a 25x Sales One
CrowdStrike ($CRWD) • By Rijnberk Investinsights • 2025-06-07
Business Update - CrowdStrike's Possible Yellow Card or Opportunity?
CrowdStrike ($CRWD) • By Sleep Well Investments • 2025-03-17
Crowdstrike Holdings, Inc – Are shares finally a buy after a 30%+ drop?
CrowdStrike ($CRWD) • By Rijnberk Investinsights • 2025-03-11
Business Update - CrowdStrike (CRWD) Q3'25 - Retention Retention
CrowdStrike ($CRWD) • By Sleep Well Investments • 2024-12-18
Business Update - Thesis Tracking Q3'24 - MIPS, Kinsale, Wisetech, Fortinet + CrowdStrike
CrowdStrike ($CRWD) • By Sleep Well Investments • 2024-11-04
Business Update - CrowdStrike Q2'25 - IT Outage A '1%' Problem, what's next at 60x FCF?
CrowdStrike ($CRWD) • By Sleep Well Investments • 2024-08-30
✅ Buy Alert - CrowdStrike's $5.4B IT Outage Damage, Why I am Buying The Fear?
CrowdStrike ($CRWD) • By Sleep Well Investments • 2024-08-05
CrowdStrike Stock after the Crash
CrowdStrike ($CRWD) • By High Growth Investing • 2024-07-28
✅ 🚫 Buy/Sell Alert - *10th sleep-well ownership* - Adding to Fortinet (FTNT) & CrowdStrike (CRWD), SELL Medistim (MEDI)
CrowdStrike ($CRWD) • By Sleep Well Investments • 2024-07-19
Business Update - Thesis Tracking Q1'24 - Fortinet, CrowdStrike, Veeva, Sea Limited
CrowdStrike ($CRWD) • By Sleep Well Investments • 2024-07-17