What is CRWD's Compass score?

CrowdStrike Holdings (CRWD) has a Compass Score of 37 out of 100, placing it in the "Headwinds" tier. This score is calculated by Alexandria's proprietary AI engine blending quantitative metrics (revenue growth, profitability, valuation, momentum) with qualitative analysis (theme purity, moat, catalysts, market position).

Based on Alexandria's Compass Rating, CRWD scores 37/100 (Headwinds). This rating indicates significant headwinds — proceed with caution. Always conduct your own research before investing.

What sector is CRWD in?

CrowdStrike Holdings (CRWD) operates in the Technology sector. Alexandria's Compass engine evaluates it against sector peers across 8 scoring dimensions.

NASDAQ:CRWD

CrowdStrike Holdings

Headwinds

AI & Robotics

Defence

Adjacent

Catalyst Play

Featured in “Three Stocks to Own for the $2.5 Trillion AI Upgrade Cycle”

$2.5T AI Spend

CrowdStrike is the AI-native cybersecurity platform protecting endpoints, cloud, and identity. Here's the part most investors miss: every enterprise AI deployment creates massive new attack surfaces. More AI means more vulnerabilities means more CrowdStrike. They're not riding the AI wave — they're the security checkpoint everyone has to pass through.

The catalyst: Enterprise AI spending hit an inflection point in 2026. Gartner forecasts $2.52 trillion in worldwide AI spending this year — 44% year-over-year growth. Hyperscalers alone are spending $700 billion on AI infrastructure, nearly doubling 2025. For companies above $500M in revenue, AI now represents 5% of total revenue — not 5% of IT budget. This isn't hype spending; it's mandatory modernization. Every Fortune 500 is re-architecting for AI, and these three companies are the picks and shovels of the buildout.

View all Technology plays

Compass Direction

Earnings Intelligence
AI-Powered

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Compass Score

Neutral

Key Numbers

Market Cap

$75B

P/E

Revenue Growth

+35.0%

Gross Margin

N/A

ROE

N/A

About CrowdStrike Holdings

As a large-cap technology company trading on the NASDAQ, CrowdStrike Holdings has established itself, benefiting from artificial intelligence and robotics tailwinds in its peripheral business lines. AI-native cybersecurity platform protecting cloud and endpoint infrastructure. Valued at 85x trailing earnings with a $75B market capitalization, CrowdStrike Holdings has delivered hypergrowth trajectory with revenue moving +35% over the past year.