CrowdStrike Holdings Inc Class A

CRWD: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	$773.00	Ftpgv	Cmqwsvsmml

CrowdStrike Earnings: Despite Near-Term Headwinds, We Believe Falcon Is Poised for Long-Term Success

Malik Ahmed Khan

Aug 29, 2024

We are maintaining our $300 fair value estimate for narrow-moat CrowdStrike after the firm reported strong second-quarter results that were offset by the firm lowering its sales and profitability outlook for the second half of fiscal 2025. Despite an impactful outage of CrowdStrike’s Falcon Platform in July, we believe the firm is poised to move forward successfully.

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