News about software

CrowdStrike (CRWD) has nearly doubled in 2026, while its revenue growth has stayed steady at 26%. Analysts expect 24% revenue growth in the third and fourth quarters and 23% next year. The author, who is a shareholder, notes that the price-to-sales ratio, used because the company is not profitable, is the highest since 2021, and that the stock may have gotten ahead of itself, similar to the 2022 software sell-off when expectations outran growth. He suggests it may be time to trim and take gains, and says a $5,000 investment could be worth less by 2028 given the high valuation, preferring other AI stocks with better valuations and faster growth.