CrowdStrike Holdings had a strong performance, but mixed analyst reactions.

From Yahoo Finance: 2025-05-19 09:54:00

TimesSquare Capital Management released its “U.S. Focus Growth Strategy” first quarter 2025 investor letter, showing a 2.42% return compared to a -7.12% return for the Russell Midcap Growth Index. CrowdStrike Holdings, Inc. (NASDAQ: CRWD) gained 16.94% in one month and closed at $439.26 per share with a market cap of $109.408 billion on May 16, 2025.

In the same investor letter, TimesSquare Capital U.S. Focus Growth Strategy discussed CrowdStrike’s performance, stating a 3% gain in a volatile quarter. They believe CrowdStrike’s annual recurring revenues will reaccelerate later this year, prompting them to add back to their holdings. CrowdStrike’s stock retreated after reporting better-than-anticipated results with a less optimistic outlook.

CrowdStrike Holdings, Inc. (NASDAQ: CRWD) is held by 77 hedge fund portfolios, showing potential as an investment with subscription revenue growing 31% year-over-year. However, analysts believe AI stocks like NVIDIA hold greater promise for higher returns in a shorter timeframe. For a promising AI stock trading at less than 5 times its earnings, check out their report on an undervalued AI stock set for massive gains.



Read more at Yahoo Finance: Should You Consider Increasing Your Holdings in CrowdStrike Holdings (CRWD)?