Crowdastric ,CRWD 2.31%, One of the world’s largest cyber security companies. Its stock has increased by 40% year to date, but its current assessment can be a barrier to the remaining of the year and to reverse.

He said, investors who are willing to take a long -term views can still receive important awards by the owner of a slices of the crowdstruk. The company’s overall all-in-one platform is extremely popular with enterprise customers, and its annual recurring revenue (ARR) can be more than doubled in the next six years based on forecast from management.

One of the only overall solutions of cyber security industry

Cyber ​​security industry is quite fragmented, meaning that many providers are often experts like single products Cloud Security or identity security, so businesses have to use many vendors to get adequate security. Crowdastric is an external in that regard as its Falcon platform is a true all-in-one solution that allows its customers to strengthen their entire cyber security stack with a seller.

Falcon uses a cloud-based architecture, which means that organizations do not need to install software on each computer and device. It also depends too much artificial intelligence (AI) to detect the danger and automate the reaction of the event, so it is basically operated in the background and requires minimal intervention from the average employee, if any.

To lighten the charge for Cyber ​​security In particular, the managers launched a virtual assistant called Charlotte AI in 2023. It eliminates cautious fatigue by filtering the dangers that are autonomally filtered, meaning that human team members will only have to focus on valid risks for their organization. Charlotte AI is 98% accurate when it comes to reducing the dangers, and the company says it is saving the managers on an average of over 40 hours per week.

Falcon customers continue to expand their cyber security expenses

Falcon has 30 different modules (products), so businesses can keep a custom cyber security solution together to suit their requirements. At the end of the company’s fiscal 2026 first quarter (end on 30 April), its 48% of its customers were using six or more modules, above 44% in the year-old period.

It launched a new membership option in 2023, called flakes, which allows businesses to move their annual contracted expenses between various Falcon modules as changes in their needs. It can save customers in sufficient amounts of money, and it also attracts them to try modules that they may not use otherwise, which may increase spending in long periods.

It is driving that the management says “reflexis”, which describes the flakes customers who quickly chew through their budget and return to more. The company says 39 flex customers recently terminated their budget within the first five months of their 35 -month contracts, and each of them returned to expand its expenses.

This ended fiscal 2026 with a record $ 4.4 billion in the first quarter arrivalWhich was 22% year after year. This growth has slowed down in the last few quarters, mainly due to the major Falcon Outage on 19 July last year, which crashed 8.5 million customer computers.

The management does not estimate any long -term effects from the event (which I will discuss further in a moment) because Falcon is very valuable for customers, but the company offered customer choice package to the affected businesses that included concessional flex membership. This is a temporary shock for revenue growth.

Is Crowdastric Stock growing more in 2025?

Here is the place where things become a bit sticky for crowdstruk. Its stock is more than 40% this year and is trading at a record high, but strong steps have pushed it Price-to-sell ratio (p/s) Until June 24 till 29.1. This AI is much more expensive than any of its colleagues in cyber space:

Data by Ycharts,

This premium valuation can be a barrier to the rest of this year and to reverse, and it seems that Wall Street agrees. The Wall Street Journal 53 tracks analysts that cover the stock, and their average price is the target of $ 481.95, which is slightly below where it is trading now, which means that the near -term negative side can occur.

But there may still be an opportunity for long -term investors. As I mentioned earlier, the management has not expected any effects from Falcon Outage last year as it repeats its target to reach $ 10 billion in ARR by FY 2031. This represents a possible growth of 127% from the current ARR of $ 4.4 billion, and if the forecast may come for strong returns for stock in the next six years.

In addition, $ 10 billion is still a fraction of the estimated market of Crowdastric, which is $ 116 billion today – a figure management expects more than double $ 250 billion in the next few years.

So when I do not think that in the remaining part of 2025, there is a lot of reverse on the table for crowdstruck, then those who can catch it for the next six years and still have an opportunity for a solid investment.