Stocks / Software
CRWDSoftware
FollowFollowingUnfollowCrowdStrike Holdings, Inc.
$242.151d -6.0%5d -7.6%settled close · 2026-11-02
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Mkt cap $61B (11/2)β 1.7752w $181–779Shares 253.6M (A)Ind. Services-Prepackaged SoftwareNasdaq since 2019Emp. 10,698HQ Austin, TXcrowdstrike.com
The tape, with the calls on it
Who said what, and what CRWD did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
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Who’s talkingIdea Scout · free
Who’s talking about CRWD
20 long1 shortlatest 2026-10-27
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-27 | Eddie GhabourCo-founder & CEO, Key Advisors Wealth Management | Bullish | Fox Business (uncut) | CrowdStrike should benefit as rapid AI adoption increases cyberattack risks and drives double-digit growth in… |
| 2026-10-26 | Josh Brown (Ritholtz)CEO, Ritholtz Wealth Management | Bullish | The Compound | AI agents exponentially expand the attack surface and accelerate vulnerability exploitation, making a… |
| 2026-10-23 | Unknown Deepwater Asset Management | Bullish | CNBC (uncut) | Accelerating AI adoption expands the attack surface, sustaining elevated demand for CrowdStrike's… |
| 2026-10-23 | Ted MortonsonTechnology desk strategist, Baird | Bullish | Bloomberg TV (uncut) | Agentic AI has been deployed faster than security solutions can contain it, creating escalating enterprise… |
| 2026-10-23 | Ted MortonsonTechnology desk strategist, Baird | Bullish | Liz Ann Sonders (newest) | The rapid rollout of agentic AI has outpaced security infrastructure, creating a large and urgent addressable… |
| 2026-10-22 | Unknown | Bullish | CNBC (uncut) | Trillions in AI spend must be accompanied by growing cybersecurity investment, making CrowdStrike the primary… |
| 2026-10-22 | Unknown | Bullish | Fox Business (uncut) | Agentic AI adoption structurally increases cybersecurity demand, and CrowdStrike was thrown out with the AI… |
| 2026-10-15 | Malcolm Ethridge (CIC Wealth)Wealth advisor & CNBC contributor | Bullish | CNBC (uncut) | Rising enterprise cyber spending — exemplified by BofA allocating hundreds of millions in six months to… |
| 2026-10-15 | Malcolm Ethridge (CIC Wealth)Wealth advisor & CNBC contributor | Bullish | CNBC Halftime Final Trades | Surging enterprise cybersecurity spending — exemplified by BofA allocating hundreds of millions to address… |
| 2026-10-13 | Dan IvesTech analyst, Wedbush Securities | Bullish | Dan Ives (newest) | CrowdStrike's cybersecurity platform is a standout beneficiary of AI-driven security use cases that are… |
Show all 21 mentions
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-09 | Robert HerjavecInvestor, Shark Tank; founder, Herjavec Group | Bullish | Fox Varney & Co (playlist) | AI-driven cyber threats are shifting security from defense to offense, and CrowdStrike is among the companies… |
| 2026-10-01 | Joe Terranova (Virtus)Chief market strategist, Virtus | Bullish | CNBC Halftime Final Trades | Cybersecurity names provide edge on AI innovation buildout since expanded AI infrastructure demands greater… |
| 2026-08-11 | George Blue Cloud TradingHost, Blue Cloud Trading | Bullish | CNBC Halftime Final Trades | CrowdStrike broke out above key resistance at $217.50 on the daily chart, with bullish Ichimoku signals… |
| 2026-07-22 | Joe Terranova (Virtus)Chief market strategist, Virtus | Bullish | CNBC Halftime Committee | CTOs view cybersecurity spending as non-negotiable even as AI disrupts SaaS pricing, because enterprises must… |
| 2026-07-06 | Jim Cramer (CNBC)Host, CNBC's Mad Money | Bullish | CNBC Television | Anthropic's claimed entry into cybersecurity was a media-amplified stalking horse that unfairly crushed… |
| 2026-05-20 | Josh Brown (Ritholtz)CEO, Ritholtz Wealth Management | Bullish | CNBC Halftime Final Trades | CrowdStrike rebounded from SASpocalypse lows near $300 to near $650 on the thesis that more AI adoption means… |
| 2025-07-04 | Shay BoloorChief Market Strategist, Futurum Equities Research | Bullish | The Compound | CrowdStrike benefits from dual structural tailwinds — AI driving a permanent shift to a digital battlefield… |
| 2025-04-10 | Josh Brown (Ritholtz)CEO, Ritholtz Wealth Management | Bullish | The Compound | CrowdStrike is a rare defensive compounder in tech — board-level must-have spend that survives cost-cutting… |
| 2025-03-07 | Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat | Bullish | The Compound | CrowdStrike qualifies as a Granny Shot because it sits at the intersection of two durable multi-decade themes… |
| 2024-07-25 | Ryan | Bearish | Chit Chat Stocks | CrowdStrike's reputational damage from the global IT outage mirrors Chipotle's salmonella crisis and likely… |
| 2022-08-03 | Joe Terranova (Virtus)Chief market strategist, Virtus | Bullish | CNBC Halftime Committee | The street was structurally underweight growth names; buying CrowdStrike was one of Joe's best trades this… |
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Earnings
Next report: 1 Dec 2026
Confirmed date · consensus EPS 0.32. Reactions below are the next settled session over the prior close.
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 26 Aug 2026 | after the close | 0.31 vs 0.30 | +8.8% |
The options tape
Notable options days
Sessions in the last 120 where CRWD’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 6 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are member content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-09-15 | ||||||
| 2026-09-14 | ||||||
| 2026-08-27 | ||||||
| 2026-08-26 | ||||||
| 2026-07-14 | ||||||
| 2026-06-04 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
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