How Is CrowdStrike’s Stock Performance Compared to Other Software Stocks?

Core Insights - CrowdStrike Holdings, Inc. (CRWD) is a leading U.S. cybersecurity technology company with a market cap of $123.2 billion, specializing in cloud-native security solutions to protect enterprise IT infrastructure globally [1][2] Financial Performance - For the third quarter, CrowdStrike reported total revenue of approximately $1.23 billion, reflecting a 22% year-over-year increase, driven by strong demand for its Falcon security platform [5] - Subscription revenue increased by 21%, while Annual Recurring Revenue (ARR) rose 23% to $4.92 billion, including a record net new ARR addition of $264.6 million [5] - The company reported a GAAP net loss of $34 million due to ongoing investments, but achieved a record non-GAAP operating income of $264.6 million, with non-GAAP EPS of $0.96, exceeding expectations [5] Stock Performance - CrowdStrike's stock has decreased by 17.1% from its 52-week high of $566.90, reached on November 12, but has surged 5.5% over the past three months [3] - Over the past year, the stock has increased by 24.9%, significantly outperforming the SPDR S&P Software & Services ETF (XSW), which experienced a marginal decline [4] - Year-to-date, the stock is up 37.4%, while XSW has fallen by 7.2% [4] - The stock has mostly remained above its 200-day moving average but recently slipped below its 50-day average, indicating short-term consolidation [4]