How Mark Roussin, CPA’s view on $CRWD changed

2026-09-27Bearish
“I LOVE These 3 Stocks — But I'm NOT Buying Yet”
CRWD business fundamentals are strong, but current valuation (40x sales, 186x fwd P/E) is too high; speaker refuses to buy until price improves.

The three stocks currently on my watch list are Apple, CrowdStrike, and AbbVie. But I am not buying any of them at the moment. The reason has nothing to do with her business activities. It's all about its market valuations.

Having said that, let's move on to the second stock, CrowdStrike, whose symbol on the stock exchange is CRWD. Now, as for this company, I love its growth story. I have been very frank about the cybersecurity sector, stating that it may be more attractive and promising than artificial intelligence.

So far, this prediction has been completely accurate. Cybersecurity is one of the structural growth markets that I believe will remain extremely important for years to come. Every company is becoming more reliant on digitalization.

The adoption of cloud computing continues to expand. Artificial intelligence increases productivity, but it also creates new cybersecurity risks.