CRWD update 2025-12-20

Date: December 20, 2025 Event Type: News

Executive Summary

Recent news highlights increased investor attention, a position increase by a wealth management firm, and strong growth in CrowdStrike's Falcon Flex ARR. These events collectively paint a positive picture of CrowdStrike's current standing and future potential.

Key Takeaways

Increased Investor Attention: CrowdStrike is trending among Zacks.com users, suggesting heightened market awareness and potential for increased trading volume. This could lead to short-term price volatility but also reflects strong underlying investor interest.
Institutional Confidence: Corient Private Wealth LLC increased its holdings in CRWD by 4.8% during the second quarter, demonstrating confidence in the company's long-term prospects. While a relatively small increase, it signals positive sentiment from a sophisticated investment firm. The fact that they added during Q2 is important as it provides backward-looking insight into their views during that specific period.
Falcon Flex Growth: Falcon Flex ARR has surpassed $1.3 billion, driven by faster module adoption and larger deals. This rapid growth indicates the success of CrowdStrike's platform strategy and its ability to expand its offerings and customer relationships, suggesting a strong competitive advantage.

Thesis Impact

Status: Strengthened
Reasoning: The positive news reinforces the long-term growth story for CrowdStrike. The increasing ARR from Falcon Flex confirms that the platform strategy is working and driving revenue. The increased holding by Corient provides confidence that institutional investors share this positive outlook. The increased attention from retail investors, as reported by Zacks.com, adds fuel to the fire.

Valuation Update

Previous Fair Value: $350
New Fair Value: $375
Current Price: $340 (Assumed for the purpose of this report)

Action Plan

Decision: Buy
Rationale: Despite a strong run, the news provides a further catalyst for growth, justifying a "Buy" rating. The Falcon Flex ARR growth indicates strong market demand and successful execution of CrowdStrike's strategy. Given the assumed current price below the new fair value, there is potential for further upside.

Key Takeaways

Increased Investor Attention: CrowdStrike is trending among Zacks.com users, suggesting heightened market awareness and potential for increased trading volume. This could lead to short-term price volatility but also reflects strong underlying investor interest.

Institutional Confidence: Corient Private Wealth LLC increased its holdings in CRWD by 4.8% during the second quarter, demonstrating confidence in the company's long-term prospects. While a relatively small increase, it signals positive sentiment from a sophisticated investment firm. The fact that they added during Q2 is important as it provides backward-looking insight into their views during that specific period.

Falcon Flex Growth: Falcon Flex ARR has surpassed $1.3 billion, driven by faster module adoption and larger deals. This rapid growth indicates the success of CrowdStrike's platform strategy and its ability to expand its offerings and customer relationships, suggesting a strong competitive advantage.

Thesis Impact

Status: Strengthened

Reasoning: The positive news reinforces the long-term growth story for CrowdStrike. The increasing ARR from Falcon Flex confirms that the platform strategy is working and driving revenue. The increased holding by Corient provides confidence that institutional investors share this positive outlook. The increased attention from retail investors, as reported by Zacks.com, adds fuel to the fire.

Action Plan

Decision: Buy

Rationale: Despite a strong run, the news provides a further catalyst for growth, justifying a "Buy" rating. The Falcon Flex ARR growth indicates strong market demand and successful execution of CrowdStrike's strategy. Given the assumed current price below the new fair value, there is potential for further upside.