CrowdStrike Holdings, Inc. (CRWD): A Bull Case Theory

We came crossed a bullish thesis connected CrowdStrike Holdings, Inc. connected Business Ontology’s Substack by Lorenzo Bastianelli. In this article, we volition summarize the bulls’ thesis connected CRWD. CrowdStrike Holdings, Inc.'s stock was trading astatine $509.16 arsenic of November 28th. CRWD’s trailing and guardant P/E were 401.83 and 105.26 respectively according to Yahoo Finance.

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CrowdStrike Holdings, Inc. provides cybersecurity solutions successful the United States and internationally. CRWD has delivered a singular acceleration successful its business, achieving reacceleration a 4th earlier than expected, validating the thesis that it remains the premier cybersecurity company. The AI-native Falcon level is driving unprecedented demand, positioning CrowdStrike arsenic the foundational information furniture for the emerging agentic AI era.

Platform adoption continues to deepen, with 48% of subscription customers utilizing six oregon much modules, and 60% of $100K+ ARR customers adopting 8 oregon much modules, demonstrating strong consolidation crossed information tools. The 3 cardinal solutions—Cloud Security, Next-Gen Identity, and LogScale Next-Gen SIEM—now harvester for $1.56 cardinal successful ARR, increasing implicit 40% year-over-year, portion Charlotte AI, the automated SOC analyst, grew much than 85% quarter-over-quarter, accelerating menace detection and mitigation. CEO George Kurtz emphasized the increasing complexity of securing AI agents and the accelerating menace landscape, including adversaries leveraging AI for blase attacks, reinforcing the captious relation of CrowdStrike’s integrated platform.

The company’s guidance anticipates at slightest 40% maturation successful back-half nett caller ARR, with a wide trajectory to transcend $5 cardinal successful ARR by FY26 and $10 cardinal by FY31. CrowdStrike’s level superiority, AI-native architecture, and cross-module adoption make a defensible moat done data, speed, and enforcement. The disruptive events from July person been addressed, leaving the institution well-positioned to capitalize connected AI-driven demand.

With strong growth, expanding ARR, and a enactment presumption in consolidating fragmented information tools, CrowdStrike presents a compelling concern opportunity, combining durable competitory advantages with important upside potential. Its execution underscores resilience, innovation, and strategical foresight, making it a standout subordinate successful the cybersecurity landscape.

Previously we covered a bullish thesis connected CrowdStrike Holdings, Inc. by Bulls On Parade successful February 2025, highlighting its cybersecurity consolidation, resilient financials, and ARR maturation imaginable contempt the July 19 incident. The banal has appreciated astir 33.90% since sum arsenic the thesis played out. Lorenzo Bastianelli shares a akin position but emphasizes AI-driven demand, level reacceleration, and deeper module adoption.