Should I Buy CrowdStrike (CRWD)? Finance YouTuber Analysis

Joseph Hogue identifies Crowdstrike as one of his top five cybersecurity stocks, recommending it as a direct investment after using the CIBR ETF as a research tool. He highlights its strong past performance, outperforming the thematic ETF, and its position as a leader in the essential cybersecurity theme.

“The five cyber security stocks I like best. Crowdstrike holdings ticker CRWD. Palo Alto Networks P&W, Fortnet, FTN, Octa, OKTA, and Zcaler ticker ZS have returned an average 151% over the last 5 years versus an 87% return on that thematic ETF.”

The YouTuber believes Crowdstrike is a strong buy, citing its superior Falcon platform and its surprisingly inexpensive valuation on an adjusted P/E basis despite a high nominal P/E. He expects significant earnings growth and believes it will surpass Palo Alto as the largest cybersecurity company.

“I like Palo Alto as well, but I still believe Crowdstrike is going to be the largest cyber security company within a few years.”

The YouTuber includes Crowdstrike in his cybersecurity holdings, considering it one of the 'safest' in the group. He mentions its collaboration with Anthropic's Mythos model to combat hackers, reinforcing his belief in the continued demand for cybersecurity solutions despite AI concerns.

“Now Crowdstrike and Palo Alto are probably the safest of the group and are working with Anthropic in its Mythos model to stop those hackers.”

The YouTuber is buying shares of Crowdstrike Holdings, citing its position as a cybersecurity stock that has rebounded from AI fears. He previously highlighted cybersecurity stocks as a good investment.

“I also highlighted cyber security stocks in that video and why I'm still buying shares of Palo Alto Networks P&W, Crowdstrike Holdings, CRWD”

The YouTuber is buying Crowdstrike, citing its industry-leading Falcon platform and strong fundamentals, evidenced by its stock being up over the last year. The cloud-based, AI-native architecture drives high customer retention and integration, making it a competitive advantage. Despite being more expensive, its 22% revenue growth and platform approach justify the valuation, with a potential 19% upside based on its average historical price-to-sales ratio.

“That would be a $135 billion market cap, or about a 19% upside from here.”

The YouTuber is adding to positions in Crowdstrike, arguing that fears of AI replacing cybersecurity companies are overblown. He expects strong revenue growth to continue, and that upcoming earnings reports will confirm this, leading to a bounce in the stock.

“I own and am adding to positions in Zscaler, ticker ZS, Crowdstrike Holdings, CRWD, Palo Alto Networks, PNW, and Fortnite, ticker FTN. Now, the trigger here in these stocks is going to be the quarterly earnings reports like we're coming into right now.”

The YouTuber recommends holding Crowdstrike Holdings, arguing that fears of AI negatively impacting cybersecurity revenue are misplaced. He believes AI will actually increase demand for cybersecurity solutions, citing Anthropic's partnership with Crowdstrike to address potential AI-driven threats. He sees the recent sell-off as an opportunity, expecting revenues to continue growing and valuations to recover.

“In fact, Crowdstrike and Palo Alto initially jumped on this news that Anthropic is partnering with both of these companies to fix those that potential threat.”

The YouTuber is actively buying CrowdStrike, along with other cybersecurity stocks, believing the market is now recognizing AI as an opportunity rather than a risk for these companies. He argues that the initial sell-off was a 'knee-jerk reaction' and that AI will boost demand for robust cybersecurity solutions, making these stocks attractive after their double-digit declines.

“I own all five stocks here. Crowdstrike, Zscaler, Palo Alto Networks, Fortnet, and Octa, and I'm actively buying more of some of these hardest hit over the next few months.”

The speaker recommends CrowdStrike as a top cybersecurity stock, noting its foundational use of traditional machine learning to proactively avoid attacks. They highlight its rapid growth (47% year-over-year net new ARR) and sticky product, benefiting from the secular wave of AI increasing demand for cybersecurity solutions. The stock's recent 15% drop is seen as unjustified given its strong business fundamentals.

“This is one of my favorite stocks to own right now.”

The YouTuber recommends Crowdstrike Holdings as a leader in cybersecurity, especially with its Falcon platform, believing AI will increase demand for cybersecurity. He sees its recent dip as a buying opportunity and highlights its strong revenue growth, double the sector median, despite a negative operating margin due to heavy reinvestment in growth, which he expects to pivot to profitability later.

“Probably my favorite stock in that cyber security space. Again, my favorite theme over the next three, five, even 10 years. Cyber security. We see average cyber security spending up 12% a year on forecast.”

The YouTuber expresses high conviction in CrowdStrike Holdings, a cybersecurity leader, viewing cybersecurity as a critical and growing sector, especially with increasing AI threats and state-sponsored hacking. He points to consistent 20%+ revenue growth, which he expects to accelerate, and argues that while profitability is currently low due to R&D and marketing spend, the long-term growth potential is significant given the essential nature of its services.

“Here we see year-to- date that these cyber security stocks have been hit by the AI fears that that AI agents are going to be able to replace them. Lot of reasons why that's not going to happen and we have seen a 24% bounce off the off the lows this year already. I think there's a lot more room for that to go here.”

The YouTuber recommends Crowdstrike Holdings as a top cybersecurity pick, noting its recent strong earnings report with significant profit and revenue growth. He believes the increasing cyber threats, especially from Iran, will drive higher demand and interest in cybersecurity stocks, making it a key long-term theme.

“Crowdstrike Holdings actually just reported its earnings yesterday. Big increase in profits. 22% uh increase in profits or in revenue over the last year. Crowd Strike swung to a profit, an actual profit of 38 million 15 cents a share.”

The YouTuber recommends buying CrowdStrike on the dip, noting its 20% decline this year due to AI-driven sell-offs in cybersecurity. He argues that AI tools won't replace the comprehensive services provided by industry leaders like CrowdStrike, which is expected to post over 20% revenue growth. He advises accumulating shares monthly for long-term holding.

“These two stocks continue to be my favorites in the space along with Palo Alto Networks PW and Fortnite FTN. Now, these aren't must buy cheap territory. But instead of trying to time that rebound, I just put them a little bit more in each month, put them on a monthly buy list, and hold long-term.”

Crowdstrike is a pure-play cybersecurity company with leadership in endpoint and agentic segments, which are high-growth areas within the cybersecurity theme. The analyst is buying it due to the dependable growth in cybersecurity budgets and its strong positioning.

“I like Palo Alto for its broad participation as well as leadership in growth areas, but I'm also buying Crowdstrike for its endpoint and agentic segments as well as Zcaler for cloud and SASSE growth.”

The YouTuber is buying Crowdstrike Holdings due to its leadership in the cybersecurity theme, which is identified as a long-term growth area. The stock is part of the First Trust Cybersecurity ETF (CIBR) holdings, indicating its prominence in the sector.

“Within the group here, I'm buying Palo Alto Networks, ticker PW, Crowdstrike Holdings, CRWD, Octa Inc., ticker Okta, Fortnet, FTN, and Zcaler ZS on their leadership in this theme.”

The YouTuber favors Crowdstrike Holdings due to its leadership in AI cybersecurity and strong revenue growth. He emphasizes that cybersecurity spending is an essential IT expense that cannot be cut, driven by the increasing frequency and cost of ransomware attacks.

“I like shares of Crowdstrike Holdings, ticker CRWD, for the company's lead in AI cyber security and its revenue growth.”

The analyst is deeply invested in cybersecurity and views Crowdstrike as a top company in the theme with strong sales growth. Despite potential earnings pressure from R&D spending, he has been using any dip to accumulate more shares, anticipating continued growth in the sector.

“But I've been using any dip to buy more since last year, building a 500 share position with an average cost of $350 per share and already a $78,000 profit so far.”

The YouTuber identifies Crowdstrike as part of his favorite long-term cybersecurity theme and states he would pick up more shares on any dips. He emphasizes that cybersecurity is an 'unstoppable theme' and investors should be involved.

“And I'd be picking up more of these on any dips. Folks, this is a long-term unstoppable theme and you want to be involved in these cyber security names.”

The YouTuber is buying Crowdstrike, highlighting cybersecurity as a resilient growth theme even if AI spending falters. He notes that companies cannot afford to cut cybersecurity, citing the rising cost of ransomware attacks and CrowdStrike's industry-leading Falcon platform.

“Cyber security stocks sold off as well with my favorite Crowdstrike Holdings, ticker CRWD, down more than 4% on the week. And you out there in the nation know cyber security is my favorite growth theme because even if that AI spending comes down and crashes these AI stocks, cyber security is the one area companies cannot afford to cut.”

The analyst believes CrowdStrike is the best company in the cybersecurity theme and is willing to pay a premium for its competitive advantages and faster growth. However, he finds the current valuation, even adjusted for growth, to be a bit pricey and would prefer to see the valuation come down before adding more shares.

“I think this is the best company in my favorite theme, that cybersecurity, but at this price, it might not be the best stock right now. I am still holding my shares, but I want to see valuation come down a little bit before adding more.”

The analyst prefers CrowdStrike over Palo Alto Networks due to its aggressive investment in R&D and marketing, which, despite leading to negative earnings currently, is building market share in a growing sector. Its balance sheet also shows more conservative debt usage and better liquidity compared to Palo Alto.

“But then it's here. This difference between the income growth and the cash flow for Palo Alto is a warning sign and is a big part of why I like CrowdStrike here as the better stock.”

Hogue expresses high conviction for Crowdstrike Holdings, calling it his 'favorite stock' and 'favorite growth theme.' He argues that cybersecurity is a sector that defies economic cycles, with businesses unable to cut spending due to the high costs of data breaches. CrowdStrike is positioned as a leader in fast-growing cybersecurity segments like cloud (24% growth) and analytics/endpoint (15% growth), particularly with its next-generation AI threat assessment tools, making it a market winner despite not having the fastest revenue growth or best profitability overall.

“Now, you out there in the nation know this is my favorite stock and my favorite growth theme because cyber security is the one group of stocks that defies economic cycles and the boom in the bust of the business cycle.”

The YouTuber considers CrowdStrike his favorite stock in the cybersecurity theme and his largest position, alongside Zscaler, Fortinet, Palo Alto, and Okta. He plans to continue holding and adding as the theme grows over the next decade, noting its AI strength and a vote of confidence from another YouTuber.

“You out there in the nation know Crowd Strike is my favorite stock in my favorite growth theme, Cyber Security, and in fact is my largest position in that theme along with Zcaler, Fortnet, Palo Alto, and Octa. So, I'm going to keep on holding here and adding as that theme grows over the next decade.”

The YouTuber highlights CrowdStrike as a leader in 'agentic AI' for cybersecurity, which he believes is the next wave in the industry. He notes its strong revenue growth (21.6%) and leadership in high-growth segments like cloud and endpoint security, despite a negative operating margin due to heavy reinvestment in R&D. He considers it a strong growth stock within the cybersecurity theme.

“Crowdstrike leads in the kind of agentic AI, artificial intelligence for cyber security that it's really going to be the next wave in cyber security and really going to take a lot of that market share.”

The analyst continues to recommend CrowdStrike, citing its leadership in endpoint security and its innovative Charlotte AI, an agentic cybersecurity assistant that automates investigations and recommendations. The company's XDR platform, Falcon, is widely adopted, and its ability to process over a trillion security events daily fuels its AI learning and threat detection, making it a solid performer in high-growth segments like cloud and agentic AI.

“Not only does CrowdStrike lead in several of the industry segments like endpoint security and SIEM, it's building on the future of AI cybersecurity that's going to tie all the segments together with its Charlotte AI, an agentic cybersecurity assistant that's redefining how security operations work.”

The YouTuber favors CrowdStrike Holdings in cybersecurity, noting its leadership in endpoint security and its innovative Charlotte AI assistant. He emphasizes its deep customer entrenchment with the Falcon platform and its ability to capture trillions of security events daily, fueling its AI learning and real-time threat detection capabilities.

“My favorite company in the space, Crowdstrike Holdings, took her CRWD, up 109% since I started buying and and still heading higher.”

The YouTuber highlights Crowdstrike Holdings as a leader in the growing cybersecurity market, particularly in cloud, endpoint security, and AI. Its Charlotte AI and Falcon XDR platform provide a structural advantage, making it a category definer despite its relatively high valuation.

“In an environment where every vendor is trying to bolt AI onto its legacy tools, CrowdStrike has built its platform around it. That structural advantage in data automation and agentic AI makes it not just the leader but a category definer in the nextgen cyber security.”

CrowdStrike Holdings is highlighted as a strong pick within the cybersecurity theme, which the YouTuber favors. It successfully passed the 'Rule of 40' test, indicating robust financial health, and he holds a position in the company.

“You out there in the nation know Cyber Security is my favorite growth theme. And I own both Palo Alto and CrowdStrike.”

The YouTuber expresses high conviction for Crowdstrike, his largest cybersecurity holding, due to its leadership in endpoint security and SIM, and its pioneering AI-driven cybersecurity with Charlotte AI. He emphasizes its platform built around AI, its extensive data capture, and deep customer entrenchment with multiple module adoption. He believes its structural advantage in AI and data makes it a category definer for next-generation cybersecurity.

“And here what I think is going to be the largest cyber security company someday, Crowdstrike Holdings to CRWD, positioning itself in the era of AI.”

The YouTuber is "loading up" on Crowdstrike, believing it will eventually overtake Palo Alto as the largest cybersecurity company. The rationale highlights Crowdstrike's leadership in endpoint security and SIM, its development of AI cybersecurity with Charlotte AI, and its ability to process over a trillion security events daily, fueling its AI learning and threat detection capabilities.

“But here, I think Crowdstrike Holdings to grow CRWD overtakes PaloAlto someday as the world's largest cyber security company. and I'm loading up.”

The analyst considers CrowdStrike his largest cyber position and a long-term growth theme, but is waiting for selloffs before adding to his position. He notes the stock is currently expensive at 28 times sales, despite expected 20% sales growth.

“Shares are priced very higher at 28 time sales, so I'm waiting for any selloffs before I add to that position.”

The YouTuber is buying Crowdstrike Holdings, a top cybersecurity play and Agentic AI stock, due to its Falcon platform and generative AI assistnet Charlotte, which has improved detection speed. He projects 21% annual revenue growth and a price target of nearly $630, despite its currently expensive valuation, emphasizing the strong demand in cybersecurity.

“Crowdstrike is one of my largest positions at 300 shares worth $122,000, up almost 47% just in the past couple of years. That cyber security theme is expected to take revenue up at a 21% annual pace to $7 billion through fiscal 2028.”

Hogue recommends Crowdstrike, highlighting its Falcon platform as a leader in enterprise cybersecurity with 27% annual recurring revenue growth. Its generative AI assistant, Charlotte, powered by an Nvidia partnership, has doubled detection speed with less compute resources. Despite a high valuation of 23 times price-to-sales, he believes its continued growth in the $250 billion cybersecurity market makes it a strong buy and a significant holding in his portfolio.

“Cyber security stocks haven't sold off much this year, so the valuation is still high at 23 times the price to sales, but this one is going to keep on growing and is one of the largest holdings in my portfolio.”

The analyst emphasizes cybersecurity as a must-own theme for the next decade, citing increasing cyber attacks and geopolitical tensions. Crowdstrike is highlighted as a favorite within the sector, which has not sold off to bargain prices like the rest of the market, indicating its strong position and continued growth potential.

“Within the theme, I own both of these along with Zcaler, ticker ZS, and Fortnite, FT&T. Showing you the bigger picture here with the sector spider sector tracker.”

Hogue identifies Crowdstrike as his favorite long-term cybersecurity stock, citing its Falcon platform as the best option for enterprise security. He highlights its AI-native security driving 27% annual recurring revenue growth and the significant expansion of the cybersecurity market.

“CrowdStrike's Falcon platform is the best option right now for enterprise security, its AI native security is driving a 27% annual rate in annual recurring revenue.”

The YouTuber recommends buying CrowdStrike, citing its Falcon platform as the best for enterprise protection with AI-native security driving 27% annual recurring revenue growth. He believes its AI security is leading the next evolution in the theme, with revenue forecast to reach $4.8 billion next year and the company nearing GAAP profitability. Despite high P/E, adjusted valuation makes it an excellent deal, with a price target of $500 based on 25x price-to-sales on $5 billion in sales.

“CrowdStrike is not only my biggest cybersecurity bet, but also one of the largest positions in my portfolio with 300 shares I started buying last year after that outage up 20% even after the recent sell-off. I think the stock can reach $500 per share based on a forecast of $5 billion in sales times a slightly conservative 25 times price-to-sales basis.”

The analyst is buying CrowdStrike, citing its Falcon platform as the best for enterprise protection and its AI-native security driving 27% annual recurring revenue growth. Despite a higher valuation compared to other picks at 18 times forward price-to-sales, its leadership in AI-powered cybersecurity and expected 21% growth make it a 'buy the dip' opportunity.

“CrowdStrike holdings, ticker CRWD, is still up for the year, but down 22% from its February high. I started buying CrowdStrike after that massive outage last year when researching the company found that its Falcon platform is the best available for enterprise protection.”

The analyst's top pick is CrowdStrike, citing its market-leading Falcon platform for enterprise protection and AI-native security driving 27% annual recurring revenue growth. Despite high valuation, strong earnings growth and impending GAAP profitability make it an excellent deal. The analyst has a price target of $500, expecting continued market leadership.

“My price target of $500 a share is based on a forecast of 5 billion in sales times a slightly more conservative 25 times price to sales ratio it's a solid 29% return and while lower than zscaler upside CrowdStriker will continue to push its Market leadership.”

The YouTuber holds a significant position in CrowdStrike, citing its leadership in multi-tenant endpoint software and its Falcon platform's technological advantage. He notes its 51% annualized revenue growth and positive operating profit, despite a high PE ratio, believing it will continue to ride the cybersecurity trend.

“crowd strike leads in the software's ability to work on a multi-tenant basis across endpoints and has clear Tech advantage in its Falcon platform”

The YouTuber is buying CrowdStrike as part of his cybersecurity investment theme, driven by the continuous growth in demand for cybersecurity solutions. He sees it as a key player in this essential sector.

“I'm buying zscaler poo Alto networks and crowd strike on that ever increasing demand for cyber security protection”

The YouTuber is buying CrowdStrike as part of his favored cybersecurity theme for the next decade, citing increasing cyber threats and the company's strong competitive advantage with its Falcon platform. He loaded up after a July outage, believing its leadership and technological edge will ensure continued growth despite a competitive and expensive market.

“CrowdStrike has a strong competitive advantage in its Falcon platform for that One-Stop protection that tops Gardner's quadrant for inpoint protection year after year”

The YouTuber advocates for CrowdStrike, emphasizing cybersecurity as a critical long-term theme with consistent revenue growth and profitability. He highlights CrowdStrike's competitive advantage with its Falcon platform and its partnership with Zscaler, expecting continued growth despite recent share appreciation.

“this one will continue higher for years along with cyber security demand”

The YouTuber is buying CrowdStrike, emphasizing the massive and ongoing growth in the cybersecurity sector. He highlights CrowdStrike's leadership due to its software's multi-tenant capability across endpoints and its technological advantage with the Falcon platform, expecting significant returns for patient investors.

“CrowdStrike's leadership is on its software's ability to work on a multi-tenant basis across endpoints and has a clear Tech advantage in its Falcon platform even if its quarterly report was a little disappointing last week it was because investors just didn't have the patience to wait for that Revenue wave expected late 2025 so for those that can wait this one will deliver.”

The YouTuber owns CrowdStrike and would buy more on significant dips, viewing cybersecurity as a favorite growth play for the next decade. The company is reporting earnings soon, and while there's apprehension about potential slower revenue growth, the long-term theme remains strong.

“I do own 300 shares of crowd strike along with Z scalers Zs and Palo Alto networks and would be buying more on any significant dips as this cyber security theme is really my favorite growth play over the next decade”

The YouTuber recommends CrowdStrike, citing its position in the growing cybersecurity sector, driven by increasing cyber threats and AI. Despite not being the market leader, he notes its 15% market share among top competitors and strong revenue growth (27% this year, 22% next), considering it a good deal after a recent outage incident.

“Crowd Strike Holdings, ticker CRWD, at 66 billion, is in my favorite growth theme right now, cyber security nation.”

The YouTuber is buying CrowdStrike, noting its recent price weakness despite a major outage in July. He emphasizes its strong competitive advantage through its Falcon software, especially with new AI and zero-trust integrations with Zscaler. CrowdStrike is also seen as one of the least expensive cybersecurity stocks based on price-to-revenue-to-growth, with sales expected to grow over 20% next year.

“Z Skiller zero trust exchange and crowd strikes Falcon software are each company's competitive advantage in the industry and combining them I don't think there's another company that can beat that... I analyzed cyber security stocks recently in a video and found these two are the least expensive in terms of price to revenue to growth both expected to grow sales by 20% plus over the next year now I've got 300 shares of crowd strike at $277 a share and 300 zscaler at $173 per share buying both after that recent price weakness”

The YouTuber views CrowdStrike as a top cybersecurity company, a sector with significant growth potential due to increasing cyber threats. He argues the market overreacted to a recent outage, causing a $30 billion market cap drop for an estimated $60 million in incentives. He believes the stock is undervalued given its strong revenue growth (27.5% year-over-year) and its position as a leader in threat intelligence.

“I picked up more shares added to my position because this is one of the best cyber security companies and really the best theme that I'm watching over the next 5 years.”

The analyst is buying CrowdStrike shares, citing cybersecurity as his favorite theme due to strong growth driven by IoT and AI. He believes the demand for cybersecurity is pervasive and will not change, making it a confident investment.

“cyber security is easily my favorite theme right now not only for its strong growth but also for the confidence in returns behind all the tech changes the internet of things and artificial intelligence is a booming and pervasive demand for cyber security that's not going to change and I'm buying shares of zscaler crowd strike”

The YouTuber expresses a positive long-term outlook for CrowdStrike Holdings (CRWD), noting that despite a recent outage and potential client retention issues, the long-term growth in demand for cybersecurity services typically helps these firms rebound. He believes the recent sell-off has lowered its valuation to a more attractive level compared to peers, and he personally picked up shares near the sell-off low.

“the long-term growth in demand has always helped them rebound and I still like the long-term picture for crowd strike management is likely to lower itself's Outlook from the current 3.96 billion and 29% ful year growth but the selloff has lowered valuation to 16 times Revenue which is much closer to peers like zscaler and Palo Alto networks at 20 at 15 times Revenue”

Joseph Hogue is bullish on CrowdStrike, identifying it as a key player in the growing cybersecurity sector. He notes its $85 billion market cap and its leading threat intelligence capabilities, particularly its multi-tenant software across various endpoints. He expects the universal force of demand in cybersecurity to drive revenue higher for the company.

“Crowd strike Holdings ticker crwd is one of the largest cyber security companies with an $85 billion market cap and really interesting threat intelligence capability it's leading here in that software's ability to work on a multi-tenant basis across many endpoints including Internet of Things appliances.”

The YouTuber owns CrowdStrike as a long-term holding in the cybersecurity mega-trend and would buy on any dips. The company has a strong track record of managing and beating earnings expectations, despite mixed signals from other cybersecurity firms, indicating its ability to maintain growth.

“I do own shares into the earnings report as a long-term holding for that cyber security Mega Trend and would be buying this best of breed in the space on any dips as well”

The YouTuber is accumulating CrowdStrike shares, considering cybersecurity a top growth trend for the next decade. He sees the recent sector sell-off as an opportunity to add to his favorite names in the space, anticipating continued strong performance despite any short-term budget concerns from enterprise customers.

“I'm taking the opportunity to pick up shares of my three favorites in this space zscaler Zs crowd strike crwd and paloalto networks panw as cyber security continues to be one of my favorite growth Trends over the next decade despite any warnings we hear hear here for management”

The YouTuber identifies Crowdstrike as a top cybersecurity pick due to its leading threat intelligence capabilities and multi-tenant software for various endpoints. He praises its balance of growth and price, noting its strong revenue growth and profitability in prior research.

“In This Crowd strike Holdings ticker crwd is one of the largest cyber sec companies with a70 billion market cap that might make it more difficult to book maybe a 20 or 30 times return growing from a $70 billion company into a trillion dollar market cap but crowd strike has a really interesting threat intelligence capability”

The analyst identifies CrowdStrike as a significant opportunity within the cybersecurity theme, which is experiencing surging demand. Its 40% revenue growth is robust, and even a small improvement in its EBITDA margin could substantially boost earnings and stock performance.

“I'd say the biggest opportunity here is In Crowd strike Holdings tier crwd cyber security is one of my favorite themes right now with the demand surging and that 40% Revenue growth should be fairly robust improving the EA margin even a few percent here is going to boost earnings for this stock and could see the shares jump”

The analyst likes CrowdStrike for its strong revenue growth and higher operating margin, noting its integration of AI into its framework to identify and respond to security breaches. He sees it as a primary beneficiary of increased demand in cybersecurity due to companies' slow response to technical debt issues.

“researching cyber security stocks here I do like crowd strike tocker crwd for its strong Revenue growth and higher operating margin”

CrowdStrike is highlighted as the analyst's favorite for its balance of growth and price, leading in threat intelligence and multi-tenant software capabilities. It boasts the highest sales growth and nearly double the operating margin compared to some peers, with profits expected to more than double this year.

“I'd say crowd strike is probably my favorite for a balance between that growth and price here sales growth has been the highest in the group the operating margin is nearly twice as high as some of these other cyber security companies it's not the cheapest on the PE basis over 108 times earnings but profits are expected to more than double this year making this one a must own.”

The YouTuber is taking advantage of the recent sell-off in cybersecurity stocks to pick up more shares of CrowdStrike at better valuations. He notes the company's expected 35% sales growth this year and 29% next year in a fast-growing market, following positive sentiment from Palo Alto Networks' earnings.

“Cyber security stocks have been a target of mine but I've always traded so expensively so I'm taking advantage of this recent sell-off to pick up more shares at these better valuations.”

The YouTuber suggests waiting until after CrowdStrike's earnings report to consider buying, despite positive trends in the cybersecurity sector. While the company is expected to show strong sales and earnings growth, the stock is very expensive at 16.2 times price-to-sales. A high bar has been set, and any lowering of full-year expectations by management could negatively impact the stock.

“I would still be a little worried though if CrowdStrike does come out and lower that uh full year earnings expectations.”

The YouTuber invests in Crowdstrike because cybersecurity is a critical cost of doing business for AI infrastructure. He highlights their Falcon platform, which integrates cloud-based modules, a proprietary threat graph, and a Falcon agent for comprehensive enterprise network security. He expects the cloud security market to grow significantly, especially with AI-enabled threats, positioning Crowdstrike well.

“The global cloud security market is expected to more than triple in size over the next 6 years, and that's before accounting for AI enabled cyber threats. So, I expect the cyber security industry to grow even faster than that with CrowdStrike in a great position to capture a lot of that growth.”

The YouTuber is bullish on Crowdstrike for the next decade, citing its dominant position in endpoint security and its strong alignment with the AI trend. He highlights its ability to protect individual devices by detecting suspicious behavior, even if network defenses are breached.

“Ich persönlich glaube aber in den nächsten 10 Jahren werden diese drei Unternehmen noch mal deutlich in den Aktienkursen steigen, da sie halt eben genau perfekt in diesem KI Trend sich positioniert haben.”

The YouTuber has made significant profits from Crowdstrike and continues to view it as a strong long-term investment. He argues that cybersecurity, including Crowdstrike, will benefit immensely from the AI era, experiencing fundamental tailwinds that will lead to substantial returns over the next decade.

“Viele von euch wissen ja, ich habe jetzt mit Crowstrike ziemlich viel Kohle gemacht, mit Fortune ziemlich viel Kohle gemacht, so wie auch andere von euch auch, ne? Also seit Cyber, seit ja 2023 sage ich ja die ganze Zeit, Cybers Security ist für mich das offensichtliche Investment, was halt eben in dieser KI Era sehr sehr stark profitieren wird und daran hat sich auch nichts geändert.”

The YouTuber highlights Crowdstrike as an example of a fundamentally strong company that experienced a significant drawdown (-50%) in 2024. He advises against panic selling during such periods, emphasizing that strong companies with good management will recover. He views these dips as opportunities for long-term investors to build positions.

“Macht euch nicht in die Hose, das Unternehmen ist stark, das Management ist stark, die werden sich fangen und es spielt keine Rolle, ob es nächsten Monat steigt oder in den nächsten drei Monaten steigt. Das Entscheiden ist einfach nur, es braucht keine 30 Jahre, um sich zu erholen.”

The YouTuber is bullish on Crowdstrike for the long term, citing strong fundamentals like consistent revenue growth (20%+), expanding margins, record free cash flow, and a strong balance sheet. He believes the FalconFlex platform creates a strong competitive advantage and that the company is a key beneficiary of the AI trend. He would buy if the stock falls below $400, especially if it reaches the upward trendline.

“Nach wie vor empfinde ich Kurse bei unter 400 USDollar als sehr sehr günstig. Wir waren ja auch hier tatsächlich auf diesen 339 auf einem Support. Ich persönlich, wenn ich nicht investiert gewesen wäre in Crossack, hätte hier logischerweise dann eben unter 400 US-Dollar bei 339 auf dem ersten Support dann logischerweise auch zugeschlagen.”

The YouTuber suggests avoiding CrowdStrike at its current valuation, despite it being a high-quality business. He argues that the stock is very expensive with high expectations already priced in, making it susceptible to drops even on good earnings reports if expectations aren't exceeded.

“So here we can talk about super high quality businesses. Super highquality businesses that yes maybe crowd strike falls into this.”

The YouTuber acknowledges CrowdStrike as a strong company in a growing cybersecurity market, but concludes it's currently overvalued. Their analysis, even with aggressive growth assumptions, suggests a fair value significantly below the current market price, leading to a projected 1.5% return over 10 years, which is deemed insufficient.

“The stock is currently at 655. I have a low price of 145, a high price of 7.84, a middle price of 340, about half of where it's at today.”

The YouTuber recommends Crowdstrike as a crucial company in the 'security and observability' layer, stating that as AI systems become more critical, they become bigger targets. He emphasizes that security is a mandatory part of enterprise AI adoption, making Crowdstrike's role essential.

“Bottleneck seven is security. Crowdstrike, Palto networks, and data dog sit at the intersection of AI infrastructure and protection. Every new workload that goes live is a new attack surface. Security is not optional at the enterprise level.”

The analyst is holding his existing position in CrowdStrike, having previously trimmed it due to valuation concerns after a significant run-up. He acknowledges the company's strong Q1 performance, including revenue re-acceleration driven by AI-related cybersecurity demand and improved margins. However, he believes the stock's valuation remains stretched, requiring an aggressive 35% annual revenue growth for 10 years to justify the current price, which is significantly higher than analyst estimates.

“I'm happy with the position where it is. I certainly still think the valuation is still very stretched even though this company is pretty much doing everything right and has a huge tailwind.”

The YouTuber added to CrowdStrike based on both valuation and the potential for increased cybersecurity threats in the age of agentic AI, having previously sold it at a higher price.

“At the same time, I added to Crowd Strike. I did sell out of it at over $500 per share in 2025 and I added to it based on both valuation and the potential for more uh cyber security threats in the age of aic being uh being plausible”

The YouTuber classifies Crowdstrike as 'robust' because, despite threat detection being probabilistic, it requires 100% accuracy, unlike other probabilistic SaaS. He believes it is fairly valued at the current time.

“Right now at this point I think that Crowdstrike is fairly valued.”

The YouTuber sold Crowdstrike shares due to valuation concerns, despite the company's strong performance. His reverse DCF analysis indicated that the stock price at his selling point implied a 24% revenue growth rate over 10 years, which he believes is too high compared to analyst expectations of 20-22% over the next few years. He would consider buying back at a lower, more justified price.

“what the stock at that price was saying was investors are betting that the company will grow at 24% over the next 10 years. That's a longer time frame. That's a higher bar. So, that is why I traded out of that.”

The YouTuber considers CrowdStrike the most expensive stock on his list, trading at 103 times free cash flow and 25 times sales, despite 22% annual revenue growth. He believes this valuation is too high for any business, making it overvalued even with its AI-benefiting cybersecurity position.

“In my opinion, this is the most expensive stock on our entire list.”

The YouTuber is bullish on CrowdStrike (CRWD), suggesting it could reach $1,000 within three years, or sooner, driven by AI developments, earnings, and fundamental factors. He highlights its role in defending against the 'dark side of the AI movement' and its strong existing partnerships.

“it would not behoove me if Crowd Strike went from here to $1,000 in the next three years. Okay? And if not sooner, depending on how things go with AI, earnings, and some of the fundamental things that can factor into the technical things, okay?”

The YouTuber recommends buying Crowd Strike, noting its strong position in the cybersecurity market due to the increasing need for AI defense. He suggests waiting for a pullback from its current price, ideally below $502, to initiate a position, comparing its potential recovery to UNH's past performance.

“Crowd Strike going to get busy because with AI and with everything that's going manifest the next two to five years, they're going to need something to fend against it. And Crowd Strike is that company.”

The YouTuber recommends Crowd Strike, noting its strong bounce back and recent 12% gain. They anticipate further upside as good news flows into the market, combining momentum with quality, and suggest it could reach $600-$700.

“Crowd Strike could be one of them ones. Not everything. So, don't be all over the place, okay? Find your ones in addition to the ones I'mma give you, okay?”

The YouTuber recommends CrowdStrike, highlighting its best-in-class cyber security services, which are crucial in the new AI-driven world. He sees it as a 'young gun' with similar growth potential to Palantir.

“Crowd Strike, we talking cyber security right here, guys. You're going to need that in this new world of AI that's coming. You're going to need I'm talking about companies specifically are going to need this level of support that they provide.”

The YouTuber highlights CrowdStrike as a successful play, up 26% in the past month, with members getting in around $400-$405. Similar to Uber, he advises against chasing the stock at its current price and recommends waiting for a pullback to enter, as he believes his identified levels will be retested.

“If you join The Money Team and the play is already Target don't chase don't buy a high follow the instructions it's going to pull back trust me trust me okay and then when it pulls back that's your time to shine cuz then it's going to go back up and hit all the levels that I lay out for you guys every single week.”

The YouTuber expresses high conviction in CrowdStrike for the current month, noting its recent 5% gain and a previous call to buy it at $405, which led to a rise to $426. He implies it's a strong performer that will continue to 'kill it'.

“Crowd strike another one for this month that is going to kill it is already up 5% this week techer symbol crwd is this one guys we hit this one off the park.”

The YouTuber highlights CrowdStrike as a successful 'home run' play, having called a buy at $405 with a target of $415. He emphasizes the importance of precise entries and exits based on chart analysis and respecting price targets to lock in profits quickly.

“everybody I told you guys to buy this at 405 it was going to go to 415 your stop loss still needed to be at 404 or 403 or at 400 at the bare minimum”

The YouTuber identifies a 'power bar' candle and a 'bull flag' technical pattern on CrowdStrike's chart, indicating a strong upward movement. He suggests buying call options with a target price of $415, ideally if the stock pulls back to the $405-$407 range, as the 50% retracement level of the 'power bar' suggests continued upside.

“we got a bull flag setting up so nice and so beautiful on crowd strike that I want you guys to take advantage of it for me okay listen all right we about to dive into which strike price you choose and all that good stuff okay but again we don't guess we don't gamble we are surgical okay so again one last thing get this play around 405”

The YouTuber recommends CrowdStrike as a high-growth stock, comparing its potential to Cava and Uber. They highlight its strong year-to-date performance (up 41%) and impressive 5-year return (600%), emphasizing its importance in cybersecurity amidst the rise of AI and cyber attacks.

“This has the ability to just run year to date they're up 41% again you won't get this in a bank okay despite the ups and downs okay you won't get this in a bank and so again you want to take advantage of it.”

The YouTuber advises including CrowdStrike in one's portfolio for cyber security exposure, stating that it's a play that will 'pop' and that Wall Street will eventually catch on.

“Next is crowd strike guys you guys want to have cyber security as part of your mix all right please make sure these things are not something you miss out on.”

The YouTuber recommends CrowdStrike for exposure to the cybersecurity space, highlighting its potential for 'swing' or 'leap' opportunities. He argues that with the rise of AI, cybersecurity protection will be increasingly vital for individuals and corporations alike.

“I want this on your radar as well well for a swing opportunity and or a leap opportunity as they will have a chance to climb all the way back from where they fell from which is big money for you if you guys put this on your radar okay”

The YouTuber recommends CrowdStrike, emphasizing its role in cybersecurity, especially in combating the negative aspects and challenges brought by AI. He believes it will be a leader in this space, suggesting it will double in value within one to three years.

“Something like crowd strike will be what will be one of the leaders or one of be Forefront Runners of combating those things.”

The YouTuber recommends CrowdStrike as a growth company in cybersecurity with significant room to run. He suggests holding it for the long term due to its strong fundamentals and impact, aiming for a 1-3 year horizon.

“in terms of cyber security you can't ask for a better upand cominging company than this this is a Growth Company guys so meaning they got room to run”

The YouTuber considers CrowdStrike to be a best-in-class cybersecurity play and recommends it for investment. He notes its recent performance, being up nearly 3% on the day.

“Crowd Strike guys ticker symbol crwd this is my cyber security play this is best in class in my opinion.”

The YouTuber highlights CrowdStrike's strong rebound after hitting support at $273, describing its subsequent surge as 'shot off like a cannon'. He implies it's a stock with strong momentum and potential.

“look at this drop this had okay coming from here boom we had a hard drop but once it hit support 273 it was boom shot off like a cannon to the upside okay sitting at 292 at the time of this recording”

The YouTuber advises buying CrowdStrike on dips, highlighting its recent strong performance and classifying it as a quality stock expected to continue its upward trend.

“Another one guys is Crow St ticker symbol crwd sitting at $283 96 this one was up 22% on the day again dime is in a rough that I put on your radar that I want you to guys to pay attention to on these run-ups and these explosions that we had when we have them.”

The YouTuber believes CrowdStrike will become more relevant and prevalent due to the emergence of AI, as more defense and protection will be needed for new AI software and capabilities. He suggests buying if the stock pulls back 20% from its current high.

“I am of the belief that with the emergence of AI and all this new AI software and these new AI capabilities we are going to need more and more defense around those things.”

The YouTuber is dollar-cost averaging into CrowdStrike but advises waiting for a potential heavy pullback, which could occur if the company faces lawsuits from recent outages or additional margin hits. He notes the company's strong debt-to-assets and increasing cash flow, but believes a further dip would offer a better buying opportunity for this cybersecurity firm.

“If they have any major hits against them then you'll see a heavy pullback and that would give us another good chance to buy in more heavily now that's the scenario that I see potentially playing out for crowd strike”

The YouTuber advises waiting until after November's quarterly results and early next year before investing in CrowdStrike. He cites concerns about potential customer lawsuits and expected drops in revenue and margin due to the fallout from a July system outage, despite strong past financial growth and future potential in cybersecurity.

“I'm going to hold back on investing in crowd strike until early next year when I can better gauge how they're going to be managing the Fallout from that outage”

The YouTuber believes CrowdStrike will experience significant growth due to increasing demand for cybersecurity solutions as AI tools become more widespread and accessible to cyber attackers. He notes the company's strong revenue growth and anticipates a stock surge once they achieve profitability, despite a current negative margin.

“أعتقد أن الطلب والحاجة إلى شركات مثل CrowdStrike سوف ينمو بمرور الوقت. وأعتقد حقًا أنه سيكون أمامهم طريق طويل من النمو.”

The YouTuber sees long-term potential in CrowdStrike, a leader in cybersecurity endpoint security, due to its use of AI to monitor over two trillion cyber events daily. They anticipate a major stock surge once the company, currently in growth mode, becomes profitable, noting its consistent double-digit growth.

“This is a company that I believe has long term potential since they are hyper focused on security.”

The analyst notes CrowdStrike's strong revenue growth and high annually recurring revenue, indicating a solid business model. Despite a recent outage and lawsuit, the stock rebounded after earnings, suggesting investors were bracing for worse news. The CEO's proactive communication is seen as a positive, implying the company is navigating recent challenges without significant damage.

“so far it looks like crowd strikes pass this earnings without much damage”

Carlson advises avoiding CrowdStrike, despite its strong historical fundamentals, due to the severe reputational and financial damage from a recent critical software update that caused a widespread IT outage. He argues that the stock's 40-50% decline doesn't fully reflect the long-term impact of the incident, which exposed critical flaws in their update procedures and sales messaging, making a quick recovery unlikely.

“I don't know how long this will take for crowd strike to recover fully but I do think it will take a bit longer than investors are expecting.”

The YouTuber advises avoiding CrowdStrike stock despite a recent pullback, as discounted cash flow analysis suggests it remains significantly overvalued even after accounting for potential long-term free cash flow. The company's history of unprofitability and the recent outage's potential impact on future revenue growth and customer churn also raise concerns, making it a less attractive investment at current prices.

“so in my mind I think it makes more sense to hold off on crowd strike in fact I think we're far better off looking at some of the competitors as it's possible some companies whether they keep crowd strike or get rid of them if they get rid of them some competitors of crowd strike could be the beneficiary here or even if they don't get rid of them like I said before there might be some redundancy needs to prevent things like this happening going forward and it's possible other companies are there to try to fill in that Gap and maybe they can pick up some of the slack some of them you know the benefic some of the benefits of crowd strikes error so for me on a personal basis I have to pass on this one”