Crowdstrike Holdings. Every tracked FinTwit mention of $CRWD, newest first. 96 mentions since the first on Jul 14, 2025. See the price chart.
June 2026 · 27 mentions
Jun 4
Ophir Gottlieb — $CRWD Sell side numbers out:
Avg PT: $721.40
Median PT: $747.50
• Rosenblatt Securities raises PT from $640 to $825.
• Scotiabank raises PT from $475 to $805.
• Capital One raise…↗
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. $BTC Bitcoin’s selloff is worsening, with the price falling below $63,000 for the first time since Feb…↗
Jun 3
Ophir Gottlieb — $CRWD This may be the first time that we actually see a software company of substantial scale, actually realize ARR accleration due to AI. I don’t mean say big words, I mean, liter…↗
Jun 3
Ophir Gottlieb — $CRWD to anyone paying attention..
... This may be the first time that we see a software company of substantial scale, actually realize ARR accleration due to AI.
I don’t mean s…↗
Jun 3
amit — first red close on the S&P in 10 days and it was chaos
imagine if we actually stay red for a while 😆
as annoying as it is, did feel healthy
earnings growth is strong but some v…↗
Jun 3
Shay Boloor — $CRWD JUST ANNOUNCED A 4-FOR-1 STOCK SPLIT https://t.co/8TDxTlf7Ik↗
Jun 3
Ophir Gottlieb — $CRWD This is a big number
"Raises FY27 net new ARR growth guidance by 520 basis points at the midpoint"
2/↗
The Future Investors — 𝗖𝗿𝗼𝘄𝗱𝘀𝘁𝗿𝗶𝗸𝗲 𝗤𝟭 𝗙𝗬𝟮𝟳 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $CRWD
EPS: $1.10 vs $1.07 est. ✅
Revenue: $1.39B vs $1.36B est. ✅
Outlook Q2 FY27:
Revenue: $1.436B-$1.442B vs $1.43B est. ✅…↗
Jun 3
Shay Boloor — $CRWD Q1 EARNINGS
• Revenue $1.39B vs Est. $1.36B
• EPS $1.10 vs Est. $1.07
• FCF $468M vs Est. $447M
• ARR $5.5B vs Est. $5.5B
• Net New ARR $256M vs Est. $249M
Q2 Guidance
• Re…↗
Jun 3
Trade Whisperer — New statistical models just dropped across all 300+ charts. The results are already standing out. 6 Elite tier seats remaining.
Just two examples of what the new models are produc…↗
Jun 3
Shay Boloor — $CRWD appointed former $NVDA agentic AI and cybersecurity AI leader Dr. Bartley Richardson as Chief AI Officer.
He will oversee Charlotte AI, AI Detection & Response and Crowd…↗
Jun 2
Midas — $S
$RBRK
$NOK
$CRWD
$BTQ
Follow me if you want to know when I enter these companies.↗
Jun 2
Shay Boloor — $CRWD JUST CROSSED $800 FOR THE FIRST TIME EVER https://t.co/W27RP9wmgB↗
Trade Whisperer — $NOW +29% $PLTR +20% $CRWD +18% $MSFT +11%
Since my Agentic AI Software callout. https://t.co/adR63LezIH↗
Jun 1
Trade Whisperer — Since the initiation of this thread:
$CRWD +24.10% $PANW +22.06% $FTNT +13.25%
$ZS Recovering from the earnings shock
$S flat↗
Jun 1
Alex A.C. — Jensen is even giving you those names; don't put all the SaaS in the same basket 😉 $CDNS $CRWD $PLTR $NOW
Said that, I'm not interested in Software as long as the hardware/data…↗
Jun 1
Trade Whisperer — @BigBernard1990 Do you even read my posts? $NOW is up 36% since I called out. $CRWD is up 20%. You missed the $MU 31% run because you are unable to comprehend English?↗
Jun 1
Shay Boloor — The “SaaSpocalypse” narrative got overplayed and when everyone is positioned the same way and expectations are that low then better-than-feared earnings can be enough to spark a so…↗
Jun 1
Michael | Hypermarkets — JENSEN HUANG DOING IT AGAIN
IN TAIPEI, HE SAID THESE STOCKS ARE THE FUTURE:
$NOW — AI agents run inside ServiceNow's enterprise software stack
$CRWD — Security layer every AI fa…↗
Jun 1
Michael | Hypermarkets — CEO $NVDA Jensen Huang says the market got it wrong on software stocks.
This is CHEATSHEET for what Jensen wants you to buy right now:
1. $NOW — ServiceNow
"We're working with C…↗
Jun 1
InvestmentGuru — Earnings this week
$CRDO (Mon June 1, AMC)
Consensus EPS of ~$1.03 on revenue of $430M, implying a 153% YoY jump — and management guided $425–$435M for the quarter. The company h…↗
Jun 1
NoLimit — Jensen Huang, CEO of $NVDA, just highlighted $NOW, $CRWD, and $PLTR.
He said AI agents will not disrupt these markets. They will create the biggest opportunity these companies hav…↗
Jun 1
Shay Boloor — $NVDA CEO Jensen Huang says “software companies aren’t dead” because AI agents still need an application layer to process, orchestrate and turn tokens into real workflows
He also…↗
May 2026 · 28 mentions
May 31
Midas — Here they are:
$TSM
$SMCI
$PLTR
$CRWD
$UBER
if this helped you out, follow me for more.↗
May 31
InvestmentGuru — BIG WEEK AHEAD — Here’s what I’m watching
MACRO
➜ Friday’s May nonfarm payrolls report drops — consensus at +93K jobs. Apollo’s chief economist thinks it prints well above that. J…↗
May 31
amit — $IGV
Okay, let’s talk about software…
Here’s my question: are software stocks actually ready to breakout or is this move legit?
If it is legit, then it may be time to buy the br…↗
May 31
Shane C. Murphy, CMT — Big rebound in software stocks last week..
The below grid displays the 1yr RS chart (vs. $SPY) of the largest $IGV stocks. Comprising >50% of the index.
$PANW $ORCL $CRWD are…
The Future Investors — $CRWD CrowdStrike launches Project QuiltWorks 🛡️
An industry coalition with OpenAI, Anthropic, Accenture, EY, and IBM to tackle AI-discovered vulnerabilities faster 🚨
Focus: co…↗
Apr 18
InvestmentGuru — Project Glasswing — AI Just Changed Cybersecurity Forever
Project Glasswing is a major signal shift: AI is no longer just a tool for building software — it’s now actively breaking…↗
Apr 13
InvestmentGuru — The “SaaSpocalypse” just handed long-term investors a rare gift.
$1 TRILLION wiped from SaaS stocks in last few days.
AI disruption fears. Seat-based model collapse. Vibe coding.…
March 2026 · 12 mentions
Mar 27
The Future Investors — Cybersecurity stocks dropped after leaked news about Claude Mythos model 🔒📉
It’s a next-gen AI system with major improvements in reasoning, coding, and cybersecurity capabilitie…↗
Mar 17
mon — $NBIS down 7.19% today. 🧐
Jim Cramer never fails.
On a serious note, NBIS did raise money after the massive $MSFT deal. So this recent raise, after securing a much larger deal w…↗
Mar 17
mon — 🚨: $NBIS announced partnership with $CRWD.
Seems like today is also an NBIS day.
Stock down -6.82% Pre-Market.
“AI companies don’t just need more GPUs – they need infrastructure…↗
The Future Investors — What a week. Pure fear in the market 😱📉
Next week, a new round of earnings 📊
Monday: $CRDO, $MDB
Tuesday: $SE, $CRWD
Wednesday: $AVGO
Thursday: $MRVL
Which one are you lookin…↗
Feb 27
KaizenInvestor — February Portfolio Recap
February Performance: -15.6%
Year-to-Date (YTD) Performance: -0.9%
If you only looked at February, you might think the sky was falling. A -15.6% drop in…↗
Feb 25
Tech Fund — Expert call with Software/Cloud consultant (via Mizuho)
Key findings: $SNOW losing share vs Databricks and Fabric, Cybersecurity performing strongly - $PANW $CRWD $ZS, Cloud AI w…↗
The Future Investors — $CRWD CrowdStrike acquires Seraphic Security for $420M to add browser-level security to its Falcon platform 🌐🔒
The deal closes a major blind spot by improving visibility into se…↗
Jan 8
The Future Investors — $CRWD CrowdStrike is buying identity security startup SGNL for about $740 million to strengthen security on its Falcon platform to better protect user and AI identities from cybera…↗
Jan 4
Mike Investing — These 6 layers are responsible for the immense AI boom that we have seen…
1. AI Compute & Chips
~ $NVDA, $AMD, $ASML, $ARM, $AVGO
These companies design and manufacture the proces…↗
The Future Investors — 𝗖𝗿𝗼𝘄𝗱𝘀𝘁𝗿𝗶𝗸𝗲 𝗤𝟯 𝗙𝗬𝟮𝟲 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $CRWD
EPS: $0.96 vs $0.94 est. ✅
Revenue: $1.23B vs $1.22B est. ✅
Outlook Q4 FY26:
Revenue: $1.29B-$1.30B vs $1.29B est. ✅
EP…↗
November 2025 · 3 mentions
Nov 29
The Future Investors — Next week is packed with exciting earnings! 🔥🚀
Monday: $MDB
Tuesday: $MRVL, $CRWD
Wednesday: $CRM, $SNOW, $PATH
Thursday: $RBRK
Which report are you most excited for? 🤩 https:…↗
Nov 24
The Future Investors — The Future Investors presents the Top 30 companies founded in this century (>2000) — ranked by market cap 🚀✨
🇺🇸 1. $META | Meta – 2004
🇺🇸 2. $TSLA | Tesla – 2003
🇺🇸 3. $PLT…↗
Nov 5
The Future Investors — $CRWV $CRWD CrowdStrike and CoreWeave join forces to build a secure AI cloud for the next generation of intelligent systems, combining CoreWeave’s AI power with CrowdStrike’s cyber…↗
September 2025 · 1 mention
Sep 29
Nancy Pelosi Stock Tracker ♟ — Just in: Marjorie Taylor Greene went on a buying spree
On September 11th, she bought up to $150K of new stocks
Including $ADBE, $GOOGL, $DUK, $MS, & more
Most notable: $CRWD…↗
August 2025 · 1 mention
Aug 11
Nancy Pelosi Stock Tracker ♟ — Then there's stocks she's been holding for a while including
Crowdstrike $CRWD: ~+40%
Microsoft $MSFT: ~+12%
Apple $AAPL: ~+40%
Amazon $AMZN: ~+44% https://t.co/W8ECUuqaBp↗
July 2025 · 1 mention
Jul 14
Nancy Pelosi Stock Tracker ♟ — @stoolpresidente Pelosi used to own Tesla $TLSA but sold in July of last year
So +1 for Portnoy's DDTG vs. The Pelosi Tracker
She's still owns her top winners like $NVDA, $CRWD,…↗
amit — $PLTR
The biggest concern around Palantir over the past 2 years has been its valuation.
That concern should not be that relevant anymore.
If we are looking at other companies in…↗
May 30
Michael | Hypermarkets — Yesterday, $DELL spiked 45% after its Q1 earnings.
Options exploded 20000%-30000% in 1 day (rare).
Next week, there's 4 earnings with exact same set-up:
1. $CRWD 📅 Earnings: Ju…↗
May 30
The Future Investors — One of the final Q1 earnings weeks is coming up 📊
Monday: $CRDO
Tuesday: $PANW
Wednesday: $AVGO, $CRWD
Thursday: $RBRK
Which company are you watching most closely? 👇👀 https://…↗
May 29
Trade Whisperer — $NOW+ 14% $PLTR +9% $CRWD +8% $RDDT +5% $MSFT +4%
Remember, these aren't just some random picks of mine. I've shared the AI thesis with all five since 2024.↗
May 28
InvestmentGuru — $SNOW’s monster quarter just sent a signal across EVERY sector of the market
Here’s the full sector-by-sector breakdown of what it means and what to watch
DATA INFRASTRUCTURE — Di…↗
Evergreen Capital — $CRWD and $PANW each up ~70% since this tweet. Still think leading-edge security software is an interesting area to dig into, on the thesis that cyber is entering into a major upgr…↗
May 20
Ophir Gottlieb — $CRWD Mythos scare seems to have been an opportunity. https://t.co/VzJGtggI2f↗
May 20
InvestmentGuru — Software stocks are under pressure today, but this doesn’t look like a breakdown—it looks more like profit-taking after a strong run and rotation ahead of $NVDA earnings. A lot of…↗
May 19
InvestmentGuru — In this kind of macro environment, the market is basically forcing a rotation decision rather than a broad risk-on approach. You either lean into deep value / beaten-down quality n…↗
Ophir Gottlieb — $CRWD The problem with the CRWD / Cyber us dead argument is that...
... CRWD just broke an ATH https://t.co/nGscqMpjF4↗
May 11
Shay Boloor — @jsmith68abq @cvpayne Yes but depends on your timeline.
I’m constructive on $NOW, $CRWD and $SNOW long term because I think they own some of the best software real estate in the A…↗
May 11
Shay Boloor — @cvpayne Hey @jsmith68abq! Here are my takeaways on $NOW, $CRWD and $SNOW:
Crowdstrike is AI security layer because AI makes attacks faster and more automated which makes endpoin…↗
May 9
Shay Boloor — 10 WAYS ROBOTICS IS GETTING BUILT OUT ACROSS SECTORS
1. $NVDA infrastructure layer for robotics stack where humanoid robots from Optimus to Atlas can train in Nvidia’s Isaac Sim v…↗
May 9
Michael | Hypermarkets — Cathie Wood says inflation will go under 2% in 2026.
SPY will spike from $730 to $1000+ in a few years.
Cathie says (in her latest video):
Manufacturing going up (flatbed deman…↗
May 9
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS
AI Utility
• $IREN $50
• $NBIS $133
• $CIFR $17
• $CRWV $103
AI Power
• $EOSE $7
• $BE $194
• $NVTS $13
• $VRT $258
AI Hardware
• $NVDA $17…↗
May 7
Nancy Pelosi Stock Tracker ♟ — Nancy Pelosi just made her yearly salary in a day
Today, her CrowdStrike position is up +7%
She made ~$161,500 from $CRWD today alone
Her net worth is ~$280,000,000↗
May 6
Jason Luongo — 12. $CRWD - CrowdStrike (Cybersecurity)
Every layer of AI infrastructure needs to be protected and CrowdStrike is the platform doing it. FY2026 revenue $4.81B, up 22%. ARR crossed…↗
May 3
Mike Investing — The best way to get rich in 2026 is by simply owning the entire AI ecosystem…
Cloud Infrastructure ~ $GOOGL, $AMZN, $MSFT
NeoCloud ~ $CRWV, $NBIS, $CIFR, $IREN
Security ~ $CRWD…↗
KaizenInvestor — @pepemoonboy I’ve sold my $CRWD shares for now. Bought them at $240, sold them at $400. The cybersecurity environment is changing too fast and it’s too unpredictable for me. Happy…↗
Apr 10
Evergreen Capital — @Midnight_Captl $CRWD is definitely leading-edge rather than legacy but who knows. If I think too hard about what the future is for any of these companies it breaks my brain. But I…↗
Apr 10
Evergreen Capital — Two names worth watching/doing work on as the Saas-pocalypse unfolds: $CRWD and $PANW, who should each experience meaningful upward revisions to near/medium-term numbers.
Why?…↗
Apr 10
Evergreen Capital — As software stocks continue to get completely obliterated, here are 3 moves SaaS management teams should consider now to lead in the generative AI and agentic future, and not get r…↗
Apr 9
The Future Investors — Software stocks are being sold off again today 📉😱
Who will survive? 👀
Our article is still relevant.
Dive in now 👇
$CRWD $ADBE $NOW $CRM $MNDY $PLTR $TEAM $AXON $APP $RBRK
h…↗
Apr 9
KaizenInvestor — I sold my complete $CRWD position at $400 with a profit of 66%.
AI is changing the cybersecurity sector rapidly and it is difficult to predict what comes next. Anthropic is const…↗
Apr 8
Nancy Pelosi Stock Tracker ♟ — New: Pelosi really might be her
Yesterday, Anthropic partnered with 10 companies they trust to help roll out the most powerful AI model ever built
She owns 7 of them
Amazon $AMZ…↗
Apr 8
Evergreen Capital — I’m no cyber stock expert. But I’ll bet $CRWD and $PANW can catch a hell of a bid from here. Both still 20% off highs from SaaS-pocalypse fears. Meanwhile, Anthropic seems to need…↗
Apr 1
Black Panther Capital — THE AI SUPPLY CHAIN — COMPLETE MAP
I've spent a few hours mapping the entire AI supply chain. Hyperscalers are spending $750 billion. These are the 42 companies building, powering…↗
— Starting to poke around software bonds looking for mispricings. The equities might be dead, but maybe there is still enough FCF left for debt service??
$FTNT $ADBE $WDAY $CRWD htt…
KaizenInvestor — I've decided to close my $NET position last Monday. I had the stock for about a year with a total return of 58.52%.
It might not be the best timing as the stock is catching up ag…↗
Mar 11
The Future Investors — 🟡 𝗟𝗮𝘆𝗲𝗿 𝟱: 𝗔𝗽𝗽𝗹𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀
This is where AI creates real economic value. AI applications transform industries and workflows.
Key companies:
$PLTR | Palantir
$NOW |…↗
Mar 4
KaizenInvestor — @TalentNotHaver It's a great company with great software. I own $CRWD and $NET already so I'm not going to add another cybersecurity company, but they are certainly worth a mention…↗
Mar 4
The Future Investors — 𝗖𝗿𝗼𝘄𝗱𝘀𝘁𝗿𝗶𝗸𝗲 𝗤𝟰 𝗙𝗬𝟮𝟲 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $CRWD
EPS: $1.12 vs $1.10 est. ✅
Revenue: $1.31B vs $1.30B est. ✅
Outlook Q1 FY27:
Revenue: $1.36B vs $1.36B est. ✅
EPS: $1.0…↗
Mar 3
KaizenInvestor — Just a chart of $DDOG, $CRWD, $NET, and $ZS growing quarter after quarter with a CAGR of more than 36%.
I remain very bullish on the cybersecurity sector. https://t.co/QGnvKAwVVS↗
Mar 3
KaizenInvestor — $CRWD currently down 4.4% after earnings.
$CRWD truly crushed targets, crossing $5 billion in recurring revenue faster than any pure cybersecurity firm ever. They also generated…↗
Mar 1
KaizenInvestor — Some interesting earnings next week, I’ll be looking at following earnings.
Monday: $BRK.B, $QURE, $RIOT, $BBAI, $MDB, $PLUG, $QUBT, $ASTS, $ACHR
Tuesday: $SE, $ASM.AS, $CRWD, $…↗
Mar 1
Mike Investing — The war between the U.S. & Iran has officially begun, and as a result war stocks will rise heavily.
If you aren’t invested into these picks by now then you’ll soon be left behind:…↗
— The AI value chain from chips to applications 🤖🔥
AI isn’t just ChatGPT. It’s an entire stack 👇
⚙️ 𝗛𝗮𝗿𝗱𝘄𝗮𝗿𝗲
The physical backbone. Without compute, no AI.
$NVDA $AMD $…
The Future Investors — Every time a new AI feature launches, the market declares an industry dead. Today it’s Claude Code Security 🤖🔒
AI can suggest what might be wrong. It can flag a security flaw an…↗