CrowdStrike has gotten torched over the last six months - since September 2025, its stock price has dropped 24.9% to $368.48 per share. This might have investors contemplating their next move.
Following the pullback, is this a buying opportunity for CRWD? Find out in our full research report, it’s free.
Why Are We Positive On CrowdStrike?
Known for detecting the massive SolarWinds hack in 2020 that compromised numerous government agencies, CrowdStrike (NASDAQ:CRWD) provides cloud-based cybersecurity solutions that protect endpoints, cloud workloads, identity, and data through its Falcon platform.
1. Billings Surge, Boosting Cash On Hand
Billings is a non-GAAP metric that is often called “cash revenue” because it shows how much money the company has collected from customers in a certain period. This is different from revenue, which must be recognized in pieces over the length of a contract.
CrowdStrike’s billings punched in at $2.00 billion in Q4, and over the last four quarters, its year-on-year growth averaged 26%. This performance was fantastic, indicating robust customer demand. The high level of cash collected from customers also enhances liquidity and provides a solid foundation for future investments and growth. 
2. Projected Revenue Growth Is Remarkable
Forecasted revenues by Wall Street analysts signal a company’s potential. Predictions may not always be accurate, but accelerating growth typically boosts valuation multiples and stock prices while slowing growth does the opposite, though some deceleration is natural as businesses become larger.
Over the next 12 months, sell-side analysts expect CrowdStrike’s revenue to rise by 22.8%. While this projection is slightly below its 25.5% annualized growth rate for the past two years, it is healthy and indicates the market is forecasting success for its products and services.
3. Customer Acquisition Costs Are Recovered in Record Time
The customer acquisition cost (CAC) payback period represents the months required to recover the cost of acquiring a new customer. Essentially, it’s the break-even point for sales and marketing investments. A shorter CAC payback period is ideal, as it implies better returns on investment and business scalability.
CrowdStrike is quite efficient at acquiring new customers, and its CAC payback period checked in at 29.4 months this quarter. The company’s rapid recovery of its customer acquisition costs indicates it has a strong brand reputation, giving it more resources pursue new product initiatives while maintaining the flexibility to increase its sales and marketing investments. 
Final Judgment
These are just a few reasons why CrowdStrike ranks highly on our list. With the recent decline, the stock trades at 17.2× forward price-to-sales (or $368.48 per share). Is now a good time to initiate a position? See for yourself in our comprehensive research report, it’s free.
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