CrowdStrike (CRWD) stock has fallen 13.6% since its October 6 high, while the S&P 500 lost 1.6%, and after eight earlier falls of more than 20%, the highest price within a year of each fall was a median 59.9% above the price on the day of the drop. In the eight cases with a full year of data, the stock traded higher 12 months later in six, with a median one-year gain of 18.5%, though the lowest close in the year after each fall was a median 34.2% below the initial drop price. Revenue rose 25.8% in fiscal Q2 2027, up from 21.3% a year earlier, and operating cash flow equaled 36.1% of revenue, but the twelve-month operating margin was minus 2.2%, against 18.7% for the S&P 500. The stock trades at 45.5 times sales over the last twelve months, against 3.2 times for the S&P 500, and management raised its fiscal 2027 revenue forecast midpoint to $6,001 million from $5,937 million. Fiscal Q3 2027 revenue is guided to $1,523 million to $1,529 million, and the article says the current valuation relies on that growth continuing, with the company's report expected in December 2026.
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