Ticker archive
What was said about CrowdStrike Holdings
This is the TubeRank file on CRWD. Price calls from finance YouTube are kept here with the original quote, then checked against the market once their window closes. Read it the way you would a research notebook.
CRWDCrowdStrike Holdings
$250.06as of 10h ago
The record, in brief
2 calls from 1 channel are on file for CRWD. None have resolved yet, so there is no hit rate to report. None are still pending. The record leans bullish: 2 bullish and 0 bearish.
- On file
- 2
- Hit rate
- —
- Pending
- 0
- Channels
- 1
recorded calls
nothing resolved yet
none waiting
2 bullish · 0 bearish
No chart in this file yet
Plotting needs at least two calls that each have a price target and a video date. What we do have is listed below.
Calls, by channel
Grouped by who said it. The latest thesis is written out; open a channel for the calls we kept, newest first.
Meet Kevin2 callsStrongly BullishKevin is strongly bullish on CrowdStrike, arguing that AI-driven cyberattacks (the 'agentic swarm') are creating an arms race that will structurally boost cybersecurity spending, and that Wall Street's growth estimates for CrowdStrike's ARR are far too conservative. He personally holds the stock and believes it deserves a much higher valuation than current Street numbers imply.
Kevin is strongly bullish on CrowdStrike, arguing that AI-driven cyberattacks (the 'agentic swarm') are creating an arms race that will structurally boost cybersecurity spending, and that Wall Street's growth estimates for CrowdStrike's ARR are far too conservative. He personally holds the stock and believes it deserves a much higher valuation than current Street numbers imply.
Earlier thesis (1)
Kevin argues that cheaper AI (open-weight models) is fueling more frequent and severe cyberattacks, creating a self-reinforcing cycle that will drive outsized demand for cybersecurity, with CrowdStrike best positioned to capture it. He believes Wall Street's growth estimates for CrowdStrike's annual recurring revenue and EPS are too conservative given the accelerating agentic AI and endpoint risk trifecta.