Crowdstrike Holdings Inc (CRWD) — Quality & forensics
As of 2026-09-17 — refreshed nightly. Closelook readings from an investment research diary, not ratings or advice.
The Closelook module scores
- Valuation 5
- Quality 39
- Growth 77
- Balance sheet 52
- Cash quality 54
- Capital allocation 9
- Momentum 97
Scores are computed nightly across the coverage universe and read relative to it — the methodology lives in the company-scoring explainer.
Financial forensics — the academic screens
Sits in the safe zone (above 2.99). The Z-Score estimates financial-distress risk from five balance-sheet and earnings ratios.
Nine binary fundamental-strength checks across profitability, leverage and operating efficiency.
Screens reported earnings for statistical manipulation patterns — below the −1.78 manipulation-risk threshold. A screen, not an accusation.
Continue: the CRWD chart & overview · the earnings record · CRWD on the tape
FAQ · from the current data · as of 2026-09-17
Quick answers
What is Crowdstrike Holdings Inc's Closelook quality reading?
The composite reads 49/100 across 7 modules, as of 2026-09-17: valuation 5, quality 39, growth 77, balance sheet 52, cash quality 54, capital allocation 9, momentum 97. Closelook scores are research diary readings, not ratings or investment advice.
What is Crowdstrike Holdings Inc's Altman Z-Score?
19.74, which sits in the safe zone (above 2.99) as of 2026-09-17. The Altman Z-Score estimates financial distress risk from five balance-sheet and earnings ratios.
What is Crowdstrike Holdings Inc's Piotroski F-Score?
4 of 9, as of 2026-09-17. The F-Score counts nine binary fundamental-strength signals across profitability, leverage and operating efficiency.
What does Crowdstrike Holdings Inc's Beneish M-Score indicate?
-3.04 — below the −1.78 manipulation-risk threshold, as of 2026-09-17. The M-Score screens reported earnings for statistical manipulation patterns; it is a screen, not an accusation.
Mentioned on Closelook
Where CRWD appears in the diary — 18 pieces, newest first. Every link is our own writing.
Go deeper
- Earnings — Post-Earnings Announcement DriftA Closelook Lab Read — why a 50-year-old anomaly still leaks alpha and how the Pattern Engine scans for itDossier · $29 one-time, or included in C+
- The Agentic Winners 25A Leading Indicator for the Agentic Software RotationDossier · $49 one-time, or included in C+
Long reads
- Earnings — Post-Earnings Announcement Drift
We walk through three historical cases drawn from the SaaS and cybersecurity universe in 2024–2025: Rubrik in December 2024 as the Mid-Cap pure-form drift, CrowdStrike in November 2024 as the Reversal-PEAD case after the Falcon outage…
- The Agentic Winners 25
CrowdStrike secures the endpoints and cloud workloads that agents access — and as agent surface area expands, so does the attack surface.
- Agentic Application Software: The SaaSpocalypse Map
CrowdStrike and Palo Alto are structural winners.
- Agentic Infrastructure Software: The Orchestration Layer
Datadog (DDOG) · Dynatrace (DT) · HiddenLayer · Arize AI · Weights & Biases · Rubrik (RBRK) · CrowdStrike (CRWD) Edge & Distribution Layer 5 — The Delivery Network Cloud dependency kills latency and drains battery.
Dailies
- Fed day — relief before the decision: 10-year 4.96%, Brent under $107.63, chips reclaim $505, Nasdaq-100 above $708.69
Software is today’s laggard rather than its leader: the software ETF flat at $105.41, Microsoft −0.5% at $494.39, ServiceNow −0.8%, Amazon flat, while the security names hold their bid — Palo Alto +1.2%, Cloudflare +0.8%, CrowdStrike +0.5%.
- Rates — Fed day at a 5% 10-year: the hike is priced, the cycle is not; Yardeni cuts the S&P target to 7,900
The AI sort paused and softened at the close: the semiconductor ETF +1.0% to $502.07, still under $505, with AMD +2.8%, Marvell +2.4%, Arm +1.7%, Nvidia +1.1% and the equipment names — Lam, Applied Materials, KLA — recovering from −1% to…
- AI trade — sellers of compute sold, buyers bought: chips −5.6%, software +5%, SoftBank +7% in Tokyo
The software ETF gained 5.0% to $106.64, its best day of the year, and the security names that Sunday’s Weekly Signal named as the buyers of frontier models rose 13% to 17%: Zscaler, SentinelOne, CrowdStrike, Palo Alto.
- Rates — the 10-year hits 5.01%: Dow −0.9%, Russell −1.2%, the AI sort pauses, Oracle and Adobe hold their lines
The security group keeps its bid — CrowdStrike +2.9%, SentinelOne +2.3%, Zscaler +1.8% — and the buyers of compute give some back: Alphabet −1.6%, Amazon −1.5%, Apple −1.0%, Microsoft −0.8%.
- AI trade — the pacing call splits tech: chips −5%, software +4.5%, security +12–15%, 10-year hits 5%
The software ETF is up 4.5% at $106.07, its best day of the year, and the security names that Sunday’s Weekly said were being sold on price and bought on flow are up 12% to 15%: Zscaler +14.8%, SentinelOne +14.6%, CrowdStrike +14.7%, Palo…
- From Silicon Scarcity to Software Scarcity: The Next AI Bottleneck Is Permission to Act, and the Market Graded It This Week
Observability; runtime enforcement; recovery DDOG, DT, CRWD, PANW, FTNT, RBRK 4 · Govern the agent estate Can many agents and harnesses from different vendors coexist under one control plane?
- Software and semis sell off together at midday — the green sits outside tech
CRWD is off 6.93% to 214.99 — one day after its earnings window closed at a card-record +22.1% and a fresh 52-week high.
- The morning chip slide rounds back to flat; oil takes the bid
Fabless semis round-trip a 3.7% morning drop to flat, energy rides crude's 2.5% jump, metals and e-commerce are sold, bonds slip below Friday's failed line — and CrowdStrike prints a fresh 52-week high into tonight's scoring close.
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