CRWD CrowdStrike Holdings, Inc. Loading... : Bullish and Bearish Analyst Opinions
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23:31
Jun 03
Jun 03
Cramer notes CrowdStrike was parabolic and expects downside as deals are priced, but does not commit to a personal trade.
LOW
23:12
Jun 03
Jun 03
Cramer notes that CNBC Investing Club members received research notes on Broadcom and CrowdStrike, contrasting them with Dell and Marvell, but does not express a personal position or forward-looking call.
22:34
Jun 03
Jun 03
CrowdStrike CEO George Kurtz describes a market inflection point driven by customer demand for AI security solutions to enable faster AI deployment.
21:45
Jun 03
Jun 03
Speaker notes Crowdstrike is experiencing sharp price decline; no directional commitment or catalyst provided.
LOW
20:41
Jun 03
Jun 03
Author expresses a bullish view on Crowdstrike, calling it “better than ever,” implying the business is strong despite short‑term selling pressure.
MED
20:21
Jun 03
Jun 03
The tweet shares an earnings snapshot for CrowdStrike without expressing any personal position or forward-looking view on the stock.
LOW
20:20
Jun 03
Jun 03
CrowdStrike projected revenue figures broadly in line with analysts' estimates amid growing concern over AI-powered hacker threats.
20:15
Jun 03
Jun 03
CrowdStrike raised its full-year outlook with fiscal 2027 revenue and adjusted EPS guidance above consensus, while also issuing second-quarter guidance ahead of estimates.
20:14
Jun 03
Jun 03
CrowdStrike reported strong first-quarter results with revenue of 1.39 billion dollars and adjusted EPS of 1.10 dollars, both exceeding analyst expectations.
20:07
Jun 03
Jun 03
CrowdStrike reported fiscal first quarter revenue and adjusted earnings per share that both exceeded analyst estimates, while also guiding second quarter revenue and adjusted earnings above consensus expectations.
20:07
Jun 03
Jun 03
CrowdStrike reported strong Q1 fiscal 2027 earnings with revenue up 26% and record net new ARR, while raising full-year guidance.
16:45
Jun 03
Jun 03
Speaker cites CRWD trading at 32x sales as an absurd valuation, using it as a negative reference point in a comparative thesis. No explicit short position stated.
MED
04:19
Jun 03
Jun 03
Watch CRWD as a scaled platform expected to benefit from the same AI-driven attack velocity tailwinds; author holds no disclosed position.
MED
22:32
Jun 02
Jun 02
CrowdStrike strong AI-driven growth continues.
CrowdStrike is a big beneficiary of AI-driven demand for cybersecurity. It has strong growth momentum, leading Palo Alto on the way up, and we will continue to see strong growth from that company.
HIGH
21:28
Jun 02
Jun 02
Watch cybersecurity peers as beneficiaries of PANW's strong results and positive sector read-through; no author position.
MED
20:24
Jun 02
Jun 02
Buy CRWD ahead of earnings on the thesis that it will confirm its status as a platform winner in cybersecurity, mirroring PANW's positive result; pre-earnings conviction, thin on specifics.
MED
18:59
Jun 02
Jun 02
Watch as beneficiaries of agentic AI expanding usage of complex enterprise software with strong APIs.
MED
11:04
Jun 02
Jun 02
Investors will assess the sustainability of the cybersecurity rally as two major industry players report earnings in the coming days.
00:26
Jun 02
Jun 02
Cybersecurity stocks strong uptrend
Cybersecurity stocks like CrowdStrike are in a strong uptrend with earnings catalysts. The cybersecurity ETF is at all-time highs. AI-driven threats and increased spending on security make CrowdStrike and the sector attractive for long-term holding.
MED
17:52
Jun 01
Jun 01
Author explicitly waiting for earnings before taking a position in CRWD; no directional commitment until ER confirms AI growth acceleration narrative.
LOW
13:52
Jun 01
Jun 01
NVDA CEO Jensen Huang explicitly named CrowdStrike as a partner set to benefit from the agentic AI opportunity, a direct CEO-level endorsement of the company's positioning.
MED
13:51
Jun 01
Jun 01
Jensen Huang argues that AI agents will create the largest opportunity ever for enterprise software partners, countering disruption fears and framing a bullish read-through for these tickers.
LOW
00:20
Jun 01
Jun 01
US AI software stocks long
US software stocks are rebounding strongly as AI adoption drives real earnings. On-premise AI demand (e.g., Dell) and software sector undervaluation relative to hardware support further upside. Key names include Microsoft, Oracle, Palantir, CrowdStrike, and Palo Alto Networks.
HIGH
16:57
May 31
May 31
The author expresses a long-term bullish thesis on software companies benefiting from AI but does not state an explicit position or forward call, so all tickers are watch.
22:39
May 29
May 29
Cyber security is a Mythos-driven rip trade.
All cyber security stocks ripped 40-80% after the Mythos announcement; it's an easy trade to buy cyber security after major cyber threats.
HIGH
18:36
May 29
May 29
Speaker signals bullish sentiment on CRWD but provides no reasoning in tweet text — full thesis behind external link only.
LOW
17:30
May 29
May 29
Three upvoted comments recommend CRWD calls (e.g., “Calls on crwd”, “CRWD” in ladder). Strong momentum and positive community sentiment suggest a continued rally on earnings. High-conviction long call play riding earnings optimism. Options may be “too high” (one user questions premium) – price may already reflect beat.
LOW
15:36
May 29
May 29
The author argues that software companies can still command premium valuations, using CRWD and DDOG as examples, but does not state a personal position or forward call.
LOW
17:45
May 27
May 27
Seeking Alpha reports Zscaler's 25%+ crash on weak billings guidance and sector drag on CrowdStrike and Palo Alto Networks, questioning if the correction reflects fundamental demand shift or overreaction.
22:56
May 22
May 22
Long cybersecurity stocks on AI demand.
Cybersecurity demand from AI models will be a bigger demand story; CrowdStrike and Palo Alto Networks are positioned to benefit from this trend.
MED
About CRWD Analyst Coverage
Buzzberg tracks CRWD (CrowdStrike Holdings, Inc.) across 29 sources. 64 bullish vs 2 bearish calls from 69 analysts. Sentiment: predominantly bullish (52%). 120 total trade ideas tracked.