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Crowdstrike Holdings Inc (CRWD) — chart, structure and Closelook read

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Company snapshot — Crowdstrike Holdings Inc

CRWD in five paragraphs: what it makes and sells, where it sits in the Closelook stack, who it is priced against, why we track it, what we watch. Research diary, not advice.

What it does
CrowdStrike sells a cloud-delivered security platform called Falcon that protects endpoints, cloud workloads, identity systems and data through a subscription model. It also provides managed security, threat intelligence, log management and tools built to secure generative AI workloads. The company was set up in 2011, is based in Austin, Texas, and has partnerships with Cognizant, Snowflake and Fortanix aimed at securing AI models and infrastructure.
Where it sits in the stack
CrowdStrike has no seat in Rubin, our AI build-out index; it sits instead in the Agentic Winners 40, the sleeve of our universe that tracks firms whose business shifts as autonomous AI agents spread. Its Falcon platform is the layer that has to defend the endpoints and cloud workloads those agents touch, so wider agent use is read here as wider exposure rather than as a build-out constraint.
Who it is priced against
Closelook's peer group for CrowdStrike is built on endpoint and security platforms, and pairs it with Palo Alto Networks, SentinelOne, Zscaler, Fortinet and Microsoft.
Why Closelook tracks it
CrowdStrike sits in the Agentic Winners 40 and in the Nasdaq-100, and carries a Closelook score with momentum as its strongest module and valuation as its weakest. The diary has named it a structural winner in the SaaSpocalypse dossier and cited it as the reversal case in a post-earnings drift study built around the Falcon outage.
What the diary watches
The diary watches whether the attack surface tied to agentic AI adoption keeps widening, since that link is the basis for CrowdStrike's place in the Agentic Winners sleeve.

Crowdstrike Holdings Inc (CRWD) trades on US exchanges, classified under Technology. Constituent of Agentic Winners 40.

The Closelook company score reads 49/100 composite (momentum 98, quality 39, valuation 5) across 7 modules — the full breakdown, chart structure and analog history load live above.

Written from the company’s public profile and Closelook’s own readings, 2026-09-17. Descriptive, refreshed with the registry; corrections welcome via the imprint. closelook.net is an investment research diary — market structure, index membership and scores are our own readings, not investment advice. Related: CRWD news on the tape · index compare · sector dispersion · scanner.

Signals for this name

Every Closelook reading that exists for CRWD, from the same nightly bakes the boards use. Research diary readings, not advice.

The Street on this name 8 analyst actions on the wire · latest: price target by Bernstein, 2026-09-17 · last print 2026-08-26

The Street on this name

Analyst actions and the latest print for CRWD from the Closelook wires — third-party opinions on the record, not our readings.

  • Price target Bernstein — target 132 from 119 Target raised to $132 from $119 (-45.3% to spot) 2026-09-17
  • Price target Roth Capital — target 220 from 200 Target raised to $220 from $200 (+2.3% to spot) 2026-09-03
  • Price target Argus — target 425 Target set to $425 (+86.4% to spot) 2026-08-28
  • Latest print EPS 0.31 against 0.29 expected — a +6.3% beat 2026-08-26

8 actions on the analyst wire since 2026-08-13: 8 target changes. Analyst wire → · Earnings wire →

Who it is priced against Endpoint and security platforms · 5 names with week and year-to-date

Peer group

Endpoint and security platforms

Curated competitor set — who the market prices this name against, not just who shares its sector.

Compared against CRWD on the nightly bakes; the Peers tab ranks the cohort on the Closelook scores where it exists.

Versus its index Agentic Ecosystem Index — the name, its sleeve and the index over day, week and month

Versus its index

The name against its Closelook index and its own sleeve — equal-weight, nightly closes.

Agentic Ecosystem Index · as of 2026-09-17

DayWeekMonth3 months
CRWD+1.8%+17.6%+15.4%+43.9%
Agentic Security+1.7%+14.4%+12.3%—
Agentic Ecosystem Index+2.5%+7.0%+3.9%—

Against the index: 10.6 pts ahead on the week, 11.5 pts ahead on the month; against its Agentic Security sleeve 3.1 pts ahead on the month.

Returns from the index workers’ nightly closes; equal-weight sleeves. A relative reading from the research diary, not advice.

Weather around the name 4 macro readings: Money Temperature, Factor regime, Sector × region …

The weather around this name

Macro readings that apply by membership — the regime, the factor tape, the sector cell, the funding backdrop.

  • Money Temperature Composite 55/100 · S&P 500 fund at 58, above its 50- and 200-day averagesEight instruments scored on position, momentum, volume, volatility and fragility — the regime every name trades inside. Temperature lab → 2026-09-17
  • Factor regime Momentum leading — risk appetite buildingMomentum against low volatility (SPMO / SPLV): above its 50-day trend, 94th percentile of the window, +2.7% over 20 sessions. Factor regime → 2026-09-17
  • Sector × region Technology in US: −2.1% week · −3.4% month · −1.2% quarter · +32.1% yearThe Sector Engine cell this name lives in, from XLK.US; the 11 × 4 matrix shows where its sector is being bought and where it is being sold. Sector Engine → 2026-09-16
  • Sovereign pressure Index 0.00 · down 0.41 over 21 sessionsG7 long-end yields, 10s30s and the slope — the funding weather for every balance sheet on this site. Sovereign pressure → 2026-09-17

FAQ · from the current data · as of 2026-09-18

Quick answers

What is Crowdstrike Holdings Inc (CRWD)?

Crowdstrike Holdings Inc trades as CRWD on the US exchange (US) and is classified under Technology in the Closelook research universe, as of the registry build of 2026-09-18.

Is CRWD in a Closelook index?

Yes — Crowdstrike Holdings Inc is a constituent of Agentic Winners 40, as of 2026-09-18.

What is Crowdstrike Holdings Inc's Closelook composite score?

49 out of 100, with momentum 98, quality 39 and valuation 5 sub-scores, as of 2026-09-18. Scores are Closelook's own research readings, not ratings or investment advice.

What is Crowdstrike Holdings Inc's earnings print record?

Across the 11 prints Closelook covers, Crowdstrike Holdings Inc beat EPS estimates 10 times and revenue estimates 10 times; the three-day reactions split 4 up, 3 flat and 4 down (moves beyond ±3%), as of the 2026-08-26 card. The full print-record card carries the per-print history.

Where does CRWD trade against its moving averages?

Trending: Above its 20-, 50- and 200-day — still in an uptrend. As of 2026-09-17 — a technical state from the nightly Closelook bake, not advice. The Technical tab carries the full row.

How is CRWD doing against its Closelook index?

Over the past month Crowdstrike Holdings Inc is +15.4% against +3.9% for the Agentic Ecosystem Index — 11.5 points ahead of its index, as of 2026-09-17. Its Agentic Security sleeve is +12.3% over the same month. The “Versus its index” table on this page carries the day, the week and the month for the name, its sleeve and the index.

What does Crowdstrike Holdings Inc do?

CrowdStrike sells a cloud-delivered security platform called Falcon that protects endpoints, cloud workloads, identity systems and data through a subscription model. It also provides managed security, threat intelligence, log management and tools built to secure generative AI workloads. The company was set up in 2011, is based in Austin, Texas, and has partnerships with Cognizant, Snowflake and Fortanix aimed at securing AI models and infrastructure. Closelook's peer group for CrowdStrike is built on endpoint and security platforms, and pairs it with Palo Alto Networks, SentinelOne, Zscaler, Fortinet and Microsoft.

Where does Crowdstrike Holdings Inc sit in the AI build-out?

CrowdStrike has no seat in Rubin, our AI build-out index; it sits instead in the Agentic Winners 40, the sleeve of our universe that tracks firms whose business shifts as autonomous AI agents spread. Its Falcon platform is the layer that has to defend the endpoints and cloud workloads those agents touch, so wider agent use is read here as wider exposure rather than as a build-out constraint. CrowdStrike sits in the Agentic Winners 40 and in the Nasdaq-100, and carries a Closelook score with momentum as its strongest module and valuation as its weakest. The diary has named it a structural winner in the SaaSpocalypse dossier and cited it as the reversal case in a post-earnings drift study built around the Falcon outage.

What has Wall Street done on Crowdstrike Holdings Inc recently?

The most recent analyst action on Crowdstrike Holdings Inc on the Closelook wire is a price target by Bernstein on 2026-09-17 (target 132 from 119). 8 actions on the analyst wire since 2026-08-13: 8 target changes. Its latest earnings print on the wire, 2026-08-26: EPS 0.31 against 0.29 expected — a +6.3% beat. Analyst actions are third-party opinions recorded by the wire, not Closelook readings. The “The Street on this name” block on this page lists the moves; the full feeds are the analyst wire and the earnings wire.

Where has Closelook written about Crowdstrike Holdings Inc?

Crowdstrike Holdings Inc appears in 19 Closelook pieces, most recently Midday 10: Day after the hike — yields fall and the lines are retaken: 10-year 4.95%, chips +3% over $505, S&P ETF above $757.83 (2026-09-17); Midday 10: Fed day — relief before the decision: 10-year 4.96%, Brent under $107.63, chips reclaim $505, Nasdaq-100 above $708.69 (2026-09-16); Morning 10: Rates — Fed day at a 5% 10-year: the hike is priced, the cycle is not; Yardeni cuts the S&P target to 7,900 (2026-09-16). What Closelook said most recently: Software recovers less than it fell: software ETF +0.9% to $105.93 after three days of selling; Microsoft +1.3% to $496.79, CrowdStrike +1.7% to $245.55, Adobe flat at $250.19 under its $256.29 paid line (Midday 10, 2026-09-17). The "Mentioned on Closelook" block on this page lists the long reads, the reference entries and the dailies that name it.

What does this page show?

A live price chart with SMA overlays and drawing tools for CRWD, performance metrics, index-membership context and the Closelook structure read — an investment research diary view, not investment advice.

Mentioned on Closelook 19 pieces · newest: Midday 10, “Day after the hike — yields fall and the lines are retaken: 10-year 4.95%, chips +3% over $505, S&P ETF above $757.83” (2026-09-17)

Mentioned on Closelook

Where CRWD appears in the diary — 19 pieces, newest first. Every link is our own writing.

Go deeper

Long reads

  • Earnings — Post-Earnings Announcement DriftDossier · $29 · 27 Apr 2026We walk through three historical cases drawn from the SaaS and cybersecurity universe in 2024–2025: Rubrik in December 2024 as the Mid-Cap pure-form drift, CrowdStrike in November 2024 as the Reversal-PEAD case after the Falcon outage…
  • The Agentic Winners 25Dossier · $49 · 31 Mar 2026CrowdStrike secures the endpoints and cloud workloads that agents access — and as agent surface area expands, so does the attack surface.
  • Agentic Application Software: The SaaSpocalypse MapDossier · $39 · 27 Feb 2026CrowdStrike and Palo Alto are structural winners.
  • Agentic Infrastructure Software: The Orchestration LayerDossier · $39 · 24 Feb 2026Datadog (DDOG) · Dynatrace (DT) · HiddenLayer · Arize AI · Weights & Biases · Rubrik (RBRK) · CrowdStrike (CRWD) Edge & Distribution Layer 5 — The Delivery Network Cloud dependency kills latency and drains battery.

Dailies

Related in the Closelook universe