Revealed: Best Time to Buy CrowdStrike Stock?

CrowdStrike's Q3 2025 earnings beat expectations, showcasing strong revenue growth and a robust financial position, despite some concerns about valuation. The company's AI-native platform and expansion into new areas position it for future growth, although risks such as quantum computing remain a consideration. While the stock price is currently high, the speaker believes it's a strong long-term investment, recommending a dollar-cost averaging strategy, especially during potential market pullbacks.

CrowdStrike Earnings

• 00:00:11 CrowdStrike's Q3 2025 earnings exceeded expectations, with revenue growth of 27% year-over-year and a strong free cash flow of $231 million. Analysts were initially bearish on the report, but CrowdStrike consistently beats estimates, and management has a proven track record. The company's gross margins are high, reflecting its software-as-a-service model built in and for the cloud.

Cyber Security Stocks

• 00:00:16 The speaker discusses several cyber security stocks, including CrowdStrike, SentinelOne, Zscaler, Palo Alto Networks, Cloudflare, and Datadog. CrowdStrike is particularly strong in endpoint security, while SentinelOne focuses on smaller companies. The speaker mentions owning several of these stocks for a long time, but cautions about current high valuations compared to a few years ago.

CrowdStrike's TAM

• 00:07:34 CrowdStrike estimates its total addressable market (TAM) to reach $116 billion in calendar year 2025 and $250 billion by 2029. This growth potential stems from the expansion of the company's Falcon platform into various security sectors. Although the TAM is large, the speaker stresses that realizing this potential is not guaranteed and depends on various factors.

CrowdStrike Valuation

• 00:09:54 The speaker acknowledges that CrowdStrike's stock is currently expensive, with a high price-to-earnings ratio. Despite this, the company's rapid growth and recurring revenue model make it a potentially attractive investment for those with a longer-term horizon. The speaker suggests that considering the company's growth trajectory and valuation is essential before investing.

CrowdStrike Stock Outlook

• 00:13:34 The speaker's outlook for CrowdStrike's stock is optimistic in the long term. With the stock above key resistance levels and moving averages, further growth is possible, particularly if the market remains bullish and the earnings call is positive. However, a pullback to below $350 could be healthy, and the speaker advises potential investors to consider dollar-cost averaging or waiting for a significant market pullback to enter the stock.