Should I Buy CrowdStrike (CRWD)? Finance YouTuber Analysis

The YouTuber recommends Crowdstrike as a crucial company in the 'security and observability' layer, stating that as AI systems become more critical, they become bigger targets. He emphasizes that security is a mandatory part of enterprise AI adoption, making Crowdstrike's role essential.

“Bottleneck seven is security. Crowdstrike, Palto networks, and data dog sit at the intersection of AI infrastructure and protection. Every new workload that goes live is a new attack surface. Security is not optional at the enterprise level.” — ▶ Watch clip

The YouTuber has made significant profits from Crowdstrike and continues to view it as a strong long-term investment. He argues that cybersecurity, including Crowdstrike, will benefit immensely from the AI era, experiencing fundamental tailwinds that will lead to substantial returns over the next decade.

“Viele von euch wissen ja, ich habe jetzt mit Crowstrike ziemlich viel Kohle gemacht, mit Fortune ziemlich viel Kohle gemacht, so wie auch andere von euch auch, ne? Also seit Cyber, seit ja 2023 sage ich ja die ganze Zeit, Cybers Security ist für mich das offensichtliche Investment, was halt eben in dieser KI Era sehr sehr stark profitieren wird und daran hat sich auch nichts geändert.” — ▶ 12:40

The YouTuber highlights Crowdstrike as an example of a fundamentally strong company that experienced a significant drawdown (-50%) in 2024. He advises against panic selling during such periods, emphasizing that strong companies with good management will recover. He views these dips as opportunities for long-term investors to build positions.

“Macht euch nicht in die Hose, das Unternehmen ist stark, das Management ist stark, die werden sich fangen und es spielt keine Rolle, ob es nächsten Monat steigt oder in den nächsten drei Monaten steigt. Das Entscheiden ist einfach nur, es braucht keine 30 Jahre, um sich zu erholen.” — ▶ 22:00

The YouTuber is bullish on Crowdstrike for the long term, citing strong fundamentals like consistent revenue growth (20%+), expanding margins, record free cash flow, and a strong balance sheet. He believes the FalconFlex platform creates a strong competitive advantage and that the company is a key beneficiary of the AI trend. He would buy if the stock falls below $400, especially if it reaches the upward trendline.

“Nach wie vor empfinde ich Kurse bei unter 400 USDollar als sehr sehr günstig. Wir waren ja auch hier tatsächlich auf diesen 339 auf einem Support. Ich persönlich, wenn ich nicht investiert gewesen wäre in Crossack, hätte hier logischerweise dann eben unter 400 US-Dollar bei 339 auf dem ersten Support dann logischerweise auch zugeschlagen.” — ▶ 15:00

The analyst is holding his existing position in CrowdStrike, having previously trimmed it due to valuation concerns after a significant run-up. He acknowledges the company's strong Q1 performance, including revenue re-acceleration driven by AI-related cybersecurity demand and improved margins. However, he believes the stock's valuation remains stretched, requiring an aggressive 35% annual revenue growth for 10 years to justify the current price, which is significantly higher than analyst estimates.

“I'm happy with the position where it is. I certainly still think the valuation is still very stretched even though this company is pretty much doing everything right and has a huge tailwind.” — ▶ 13:00

The YouTuber added to CrowdStrike based on both valuation and the potential for increased cybersecurity threats in the age of agentic AI, having previously sold it at a higher price.

“At the same time, I added to Crowd Strike. I did sell out of it at over $500 per share in 2025 and I added to it based on both valuation and the potential for more uh cyber security threats in the age of aic being uh being plausible” — ▶ Watch clip

The YouTuber classifies Crowdstrike as 'robust' because, despite threat detection being probabilistic, it requires 100% accuracy, unlike other probabilistic SaaS. He believes it is fairly valued at the current time.

“Right now at this point I think that Crowdstrike is fairly valued.” — ▶ 10:00

The YouTuber sold Crowdstrike shares due to valuation concerns, despite the company's strong performance. His reverse DCF analysis indicated that the stock price at his selling point implied a 24% revenue growth rate over 10 years, which he believes is too high compared to analyst expectations of 20-22% over the next few years. He would consider buying back at a lower, more justified price.

“what the stock at that price was saying was investors are betting that the company will grow at 24% over the next 10 years. That's a longer time frame. That's a higher bar. So, that is why I traded out of that.” — ▶ 5:00

The YouTuber considers CrowdStrike the most expensive stock on his list, trading at 103 times free cash flow and 25 times sales, despite 22% annual revenue growth. He believes this valuation is too high for any business, making it overvalued even with its AI-benefiting cybersecurity position.

“In my opinion, this is the most expensive stock on our entire list.” — ▶ 54:50

The YouTuber is dollar-cost averaging into CrowdStrike but advises waiting for a potential heavy pullback, which could occur if the company faces lawsuits from recent outages or additional margin hits. He notes the company's strong debt-to-assets and increasing cash flow, but believes a further dip would offer a better buying opportunity for this cybersecurity firm.

“If they have any major hits against them then you'll see a heavy pullback and that would give us another good chance to buy in more heavily now that's the scenario that I see potentially playing out for crowd strike” — ▶ 16:00

The YouTuber advises waiting until after November's quarterly results and early next year before investing in CrowdStrike. He cites concerns about potential customer lawsuits and expected drops in revenue and margin due to the fallout from a July system outage, despite strong past financial growth and future potential in cybersecurity.

“I'm going to hold back on investing in crowd strike until early next year when I can better gauge how they're going to be managing the Fallout from that outage” — ▶ 13:40

The analyst notes CrowdStrike's strong revenue growth and high annually recurring revenue, indicating a solid business model. Despite a recent outage and lawsuit, the stock rebounded after earnings, suggesting investors were bracing for worse news. The CEO's proactive communication is seen as a positive, implying the company is navigating recent challenges without significant damage.

“so far it looks like crowd strikes pass this earnings without much damage” — ▶ 21:50

Carlson advises avoiding CrowdStrike, despite its strong historical fundamentals, due to the severe reputational and financial damage from a recent critical software update that caused a widespread IT outage. He argues that the stock's 40-50% decline doesn't fully reflect the long-term impact of the incident, which exposed critical flaws in their update procedures and sales messaging, making a quick recovery unlikely.

“I don't know how long this will take for crowd strike to recover fully but I do think it will take a bit longer than investors are expecting.” — ▶ 45:00

The YouTuber advises avoiding CrowdStrike stock despite a recent pullback, as discounted cash flow analysis suggests it remains significantly overvalued even after accounting for potential long-term free cash flow. The company's history of unprofitability and the recent outage's potential impact on future revenue growth and customer churn also raise concerns, making it a less attractive investment at current prices.

“so in my mind I think it makes more sense to hold off on crowd strike in fact I think we're far better off looking at some of the competitors as it's possible some companies whether they keep crowd strike or get rid of them if they get rid of them some competitors of crowd strike could be the beneficiary here or even if they don't get rid of them like I said before there might be some redundancy needs to prevent things like this happening going forward and it's possible other companies are there to try to fill in that Gap and maybe they can pick up some of the slack some of them you know the benefic some of the benefits of crowd strikes error so for me on a personal basis I have to pass on this one” — ▶ 15:00