A Look At CrowdStrike (CRWD) Valuation After New AI And Public Sector Cybersecurity Deals
A Look At CrowdStrike (CRWD) Valuation After New AI And Public Sector Cybersecurity Deals
Publish Date: 2026-03-18 12:23:00
Source Domain: simplywall.st
CrowdStrike Holdings (CRWD) is back in focus after a run of cybersecurity announcements, including FedRAMP High Authorization for Falcon for XIoT, expanded GovCloud services, and new AI focused partnerships with Nebius and NVIDIA.
See our latest analysis for CrowdStrike Holdings.
Despite a string of AI focused partnerships and public sector wins, the recent 90 day share price return of 7.83% and year to date share price return of 4.49% suggest momentum has cooled. At the same time, the 1 year total shareholder return of 19.29% and 3 year total shareholder return of roughly 3x still point to a strong longer term record.
If you want to see what else is happening at the intersection of cybersecurity and AI infrastructure, now could be a good moment to scan 34 AI infrastructure stocks
With shares up 19.29% over 1 year and more than 2x over 3 years, yet down 4.49% year to date, are you looking at an underappreciated cybersecurity and AI leader, or a stock where the market is already pricing in future growth?
Most Popular Narrative: 50% Overvalued
CrowdStrike’s most followed valuation narrative, from Tokyo, pegs fair value at $431.24, slightly below the last close of $433.20, which implies only a small gap between price and this model.
My main narrative for CRWD:
· When founder and CEO George Kurtz founded CRWD in 2011, Cybersecurtiy Software was nothing new, but there were several pain points for customers: reduced system performance, updates needed to be installed, and for each problem you needed a different software, so you dealt with silos, …
· So he built a fully cloud-based platform named Falcon. It has a modular concept, and customers pay within a subscription model only for the contracted modules. At any time they may add or remove modules from scope. It is highly flexible, and the changes are nearly instantaneous because of the cloud native approach.
Read the complete narrative.
Want to see what kind of growth profile and profitability path Tokyo uses…
