Crowdstrike Holdings Inc
- Industry
- AI Cybersecurity
- Exchange
- US
- Country
- USA
- IPO date
- Jun 12, 2019
- Employees
- 11,157
- Website
- www.crowdstrike.com
Composite valuation range · conservative $180–$260 / fair $260–$380 / optimistic $380–$500. At $180.11, Within the conservative intrinsic-value range · significant margin of safety.
At publication $626.79 (May 21, 2026)
Data from EODHD, shown in the reporting currency; for reference only, not investment advice.
CrowdStrike Holdings, Inc. provides cybersecurity solutions in the United States and internationally. Its unified platform provides cloud-delivered protection of endpoints, cloud workloads, identity, and data through a software as a service (SaaS) subscription-based model. The company offers corporate endpoint and cloud workload security, managed security, security and vulnerability management, IT operations management, identity protection, threat intelligence, data protection, SaaS security posture management, and AI powered workflow automation, and securing generative AI workload services, as well as security orchestration, automation, and response; and security information and event management, and log management services. It primarily sells subscriptions to its Falcon platform and cloud modules. The company has a strategic alliance with Cognizant Technology Solutions Corporation to help enterprises secure artificial intelligence across its lifecycle, from the AI agents and models to the foundational infrastructure that supports the entire AI ecosystem. The company was incorporated in 2011 and is headquartered in Austin, Texas.
History
CrowdStrike Holdings, Inc. was incorporated in 2011 and is headquartered in Austin, Texas. It completed its IPO on June 12, 2019. The company built its business around the cloud-delivered Falcon platform, sold as a SaaS subscription, following a land-and-expand model in which customers add modules, endpoints, and workloads over time. It has expanded its platform through acquisitions including Bionic, Flow Security, Adaptive Shield, and Reposify, and has a strategic alliance with Cognizant Technology Solutions Corporation to secure AI across its lifecycle.
Industry position
CrowdStrike provides cybersecurity solutions across endpoint, cloud workload, identity, and security operations markets in the United States and internationally. By the end of FY2026 its ARR reached $5.253 billion, up 24%, with a 115% dollar-based net retention rate and 97% gross retention; 50% of customers used at least 6 modules, 34% at least 7, and 24% at least 8. It competes with Microsoft, Palo Alto Networks, Fortinet, Zscaler, and SentinelOne; Microsoft ranked first in modern endpoint security in 2024, with share rising from 25.8% to 28.6%.