Why did CrowdStrike (CRWD) stock move recently?

On 9/2/2026, CrowdStrike moved -5.4% — CRWD fell as high-valuation software/growth stocks sold off broadly on rising Treasury yields (10-year hitting 4.8%) and oil prices amid inflation concerns and Middle East geopolitical tensions, plus profit-taking after a sharp post-earnings rally and Fal.Con AI announcements. This is MarketChacha's decoded reason from filings and credible news; it is education, not buy/sell advice.

Is CrowdStrike (CRWD) overvalued or fairly valued?

MarketChacha shows CrowdStrike's valuation in context — a forward P/E of about 134.3, a price-to-book of about 43.1 — alongside its revenue and profit growth and whether reported profit converts into operating cash, so you can judge value for yourself. MarketChacha does not issue ratings, price targets, or buy/sell advice.

What is CrowdStrike's revenue?

CrowdStrike reported revenue of $4.8B for FY2026, with net profit of $-162.5M, per official filings.

What is the share price of CrowdStrike (CRWD)?

CrowdStrike last traded at $213.10 (-0.9% on the day), as of 9/4/2026 — a delayed quote shown for education, not investment advice.

CrowdStrike

CRWD · NASDAQ · Cybersecurity · United States

Snapshot

TickerCRWD

ExchangeNASDAQ

SectorCybersecurity

IndustrySoftware - Infrastructure

CountryUnited States

Employees11,706

HeadquartersAustin, United States

Websitewww.crowdstrike.com

Filings tracked12

About CrowdStrike

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 and with Snowflake to bring AI-native security and enterprise data at scale. Additionally, it has a partnership with Fortanix Inc. to combine its Falcon platform with Fortanix Confidential AI to provide an integrated solution for end-to-end AI security. The company was incorporated in 2011 and is headquartered in Austin, Texas.

Who owns it

Insiders1.5%
Institutions76.5%
Public & other22.1%

3,160 institutional holders

Ownership breakdown from public market data.

Top holders

Blackrock Inc.2.13%
Vanguard Capital Management LLC1.58%
State Street Corporation1.13%
Invesco Ltd.0.82%
JPMORGAN CHASE & CO0.80%
FMR, LLC0.77%
Morgan Stanley0.63%
Geode Capital Management, LLC0.59%

Largest institutional holders — last updated 6/30/2026.

Forensic scorecard

Latest ROE of -3.7% is on the low side — the business earns a modest return on shareholder capital.

Net margin trend-8.2% → -3.4%

Margin has expanded by about 4.8 points — the business is getting more profitable.

Return on equity-3.7%

Latest ROE of -3.7% is on the low side — the business earns a modest return on shareholder capital.

Computed by MarketChacha from reported figures (SEC XBRL). Education, not a rating or recommendation.

What's expected next

Next quarter

Rev $1.6B · EPS 0.36

Est. earnings growth +27.2%

Next fiscal year

Rev $7.3B · EPS 1.60

Est. earnings growth +27.2%

Analyst consensus estimates — not the company's own guidance.

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P/E ROE ROCE Margins Market cap

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Financials at a glance

Source: SEC XBRL

Annual

Quarterly · last 8

Revenue (FY2026)

$4.8B

Net margin

-3.4%

ROE

-3.7%

Revenue CAGR (3y)

+29.0%

EPS (FY2026)

-0.65

Net profit (FY2026)

$-162.5M

Ask MarketChacha about CRWD

Get a cited, plain-English answer — the “why”, not just data. Finance research only, never buy/sell advice.

Why it moved

Sep 2, 2026
CRWD fell as high-valuation software/growth stocks sold off broadly on rising Treasury yields (10-year hitting 4.8%) and oil prices amid inflation concerns and Middle East geopolitical tensions, plus profit-taking after a sharp post-earnings rally and Fal.Con AI announcements.
source 1 ↗source 2 ↗source 3 ↗· confidence: high
Sep 1, 2026
CRWD fell with other software/tech names amid a broad selloff driven by rising Treasury yields (10-year hitting multi-month highs on inflation concerns) and surging oil prices from US-Iran geopolitical tensions; also profit-taking after the post-earnings rally, despite positive Fal.Con partnership and AI announcements.
source 1 ↗source 2 ↗source 3 ↗· confidence: high
Aug 31, 2026
CrowdStrike gained after announcements at its Fal.Con 2026 conference, where it unveiled Falcon IQ, an automated workflow layer built on NVIDIA Nemotron and Charlotte AI AgentWorks, alongside an integration with CLEAR's identity platform and an expanded operational-technology security partnership with Cognizant.
source 1 ↗source 2 ↗· confidence: high
Aug 27, 2026
CrowdStrike rallied after its quarterly results landed better than expected, with commentary on AI-driven security demand. It closed at $223.30, up $34.12 on the day.
source 1 ↗source 2 ↗· confidence: high
Aug 20, 2026
CrowdStrike fell after Axios reported that chief technology officer Elia Zaitsev is leaving the cybersecurity company to start an AI-focused cyber venture fund.
source 1 ↗source 2 ↗· confidence: high
Aug 4, 2026
No specific company catalyst identified in recent filings or news; CrowdStrike shares rose with broader market or sector momentum.
· confidence: low
Jul 21, 2026
CRWD fell on profit-taking after a July 17 insider sale filing by the CEO and amid broader sector rotation, with no new company-specific negative catalyst reported today.
source 1 ↗source 2 ↗· confidence: medium

Daily moves with the verified reason behind them. Education only — not investment advice.

On MarketChacha

Posts about CRWD

Financials

Yearly

Period	Revenue	Net profit	EPS	Net margin	ROE
FY2026	$4.8B	$-162.5M	-0.65	-3.4%	-3.7%
FY2025	$4.0B	$-15.2M	-0.06	-0.4%	-0.5%
FY2024	$3.1B	$72.2M	0.30	2.4%	3.1%
FY2023	$2.2B	$-183.2M	-0.79	-8.2%	-12.5%

Quarterly

Period	Revenue	Net profit	EPS	Net margin
2026Q2	$1.4B	$27.8M	0.11	2.0%
2025Q4	$1.2B	$-34.0M	-0.14	-2.8%
2025Q3	$1.2B	$-77.7M	-0.31	-6.6%
2025Q2	$1.1B	$-104.3M	-0.42	-9.4%
2024Q4	$1.0B	$-16.8M	-0.07	-1.7%
2024Q3	$963.9M	$47.0M	0.19	4.9%
2024Q2	$921.0M	$42.8M	0.17	4.6%
2023Q4	$786.0M	$26.7M	0.11	3.4%
2023Q3	$731.6M	$8.5M	0.03	1.2%
2023Q2	$692.6M	$491,000	0.00	0.1%

Figures as reported, in reporting currency. Source: SEC XBRL.

Filings & announcements

2026

8-K — Bylaw/charter change, Shareholder vote results, Exhibits
SEC6/22/2026material
10-Q filing
SEC6/4/2026
8-K — Results of operations, Other events, Exhibits
SEC6/3/2026material
8-K — Executive/director change, Reg FD disclosure, Exhibits
SEC4/21/2026material
8-K — Other events, Exhibits
SEC4/6/2026material
10-K filing
SEC3/5/2026
8-K — Results of operations, Exhibits
SEC3/3/2026material

2025

8-K — Executive/director change, Reg FD disclosure, Exhibits
SEC12/29/2025material
10-Q filing
SEC12/3/2025
8-K — Results of operations, Exhibits
SEC12/2/2025material
10-Q filing
SEC8/28/2025
8-K — Results of operations, Exhibits
SEC8/27/2025material

In the news

Education and discussion only — not investment advice. Financials from official filings (SEC/BSE) and reported company statements; market figures (delayed market data) are delayed and shown for reference only. Verify with the linked sources before acting.