The company that took down the world pops 13% on positive guidance...
Sometimes I wonder if crashing every computer everywhere wasn't just some insane marketing campaign.
https://www.cnbc.com/2025/09/18/crowdstrike...
CrowdStrike
CRWD
NASDAQ
IPO2019
about CRWD
CrowdStrike is a leading cybersecurity company that provides a cloud-native platform, powered by artificial intelligence, to protect businesses from cyberattacks, breaches, and ransomware across endpoints, cloud environments, and identities.
| type | open | high | low |
market cap |
volume |
|---|---|---|---|---|---|
| stock | $536.81 | $543.90 | $535.98 | $132.93B | 317.35K |
| eps |
price to earnings |
price to sales |
operating margin |
profit margin |
yield |
| -$0.31 | n/a | 115.24 | -9.66% | -6.64% | 0% |
Q2 FY2026 results announced ... and stock is down over 7% in after-hours trading.
Anything that isn't a blowout earnings is getting chucked off the cliff.
https://www.businesswire.com/news/home/2025...
Oof, CRWD plummets over 7% after providing weak estimates for Q3. Sounds like government and enterprise spending on cybersecurity products is dwindling. Probably reallocating that money on AI, AI, and more AI. Oh, and a $1 billion dollar buyback program. Can't forget about the shareholders even when you have a PE ratio of nearly 1000 and a gloomy outlook.
https://finance.yahoo.com/news/crowdstrike-...
Why would anybody buy into this, it's insanely overpriced for what it is
Remember the global computer crash of July 2024? One year ago a faulty CrowdStrike update brought the entire world of IT to a halt while overworked sysadmins scrambled to purge the broken patch and restore critical systems. Many feared it was the end for the company as its stock initially plummeted from around $345. However CrowdStrike mounted an unbelievable comeback through crisis management and closed door dealings. Today CRWD is at a whopping $470+ highlighting just how much quality of your product does not matter in today's economy. It's a valuable lesson for investors to recognize fundamentals are only a small, often insignificant contribution to the valuation of a company.