Rubrik was rated as a buy by the creator earlier in the year, and has since soared significantly.
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Should You Buy Crowdstrike Stock Before the Huge Investor Update? | CRWD Stock Analysis
Aug 14, 2026
The creator discusses CrowdStrike (CRWD) stock, noting its significant 92% increase in 2026 and the broader cybersecurity boom. Despite strong revenue growth, the creator expresses concern over CrowdStrike's extremely high valuation, which has reached a forward P/E of over 144, and a calculated fair value estimate of $116 compared to the current market price of $225. The creator maintains a hold rating, advising caution due to the overextended valuation, and notes downgrades on other cybersecurity stocks like Palo Alto Networks, Okta, and Fortinet.
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Zscaler was rated as a buy by the creator earlier in the year, and has since soared significantly.
SentinelOne was rated as a buy by the creator earlier in the year, and has since soared significantly.
Fortinet, previously rated a buy, has been downgraded due to its significant share price increase, indicating a shift in sentiment based on valuation.
Okta, previously rated a buy, has been downgraded due to its significant share price increase, indicating a shift in sentiment based on valuation.
Palo Alto Networks, previously rated a buy, has been downgraded due to its significant share price increase, indicating a shift in sentiment based on valuation.
CrowdStrike stock is up 92% in 2026, but its valuation is extremely overvalued with a forward P/E over 144 and a fair value estimate of $116, leading the creator to maintain a hold rating and advise caution.
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