CrowdStrike looks out nearly a decade at its investor day, and the stock soars

On Thursday, Crowdstrike increased its stock by more than 12.5% and presented an ambitious roadmap. George Kurtz, Founding Partner and CEO of Crowdstrike, and other company executives, offered a multi -year way to grow on Wednesday evening at an investor briefing at the Fal.Con event of the company's Fal.Con event this week. (Falcon is the cloud domestic platform of Crowdstrike.) Here are important points from the deck. Crowdstrike said that the non -GAAP operating margin expects to expand from 21.1% to 21.6% in the 2026 financial year. Free Cash Flow (FCF) margin, Mali 2026 in the fourth quarter of 27%in the financial year of 2027 in the fourth quarter of 30%is seen to be purified from 30%. The estimates were 30%. This estimate said the company's call for the second quarter of the Mali 2026 in late August. At that time, the management also increased the guidance of financial 2026 on earnings per share (EPS), but its income did not change basically. Crowdstrike sees more than 20% of the 2027 net new annual repetitive income (Arr) growth per year. This matched with consensus. The company said that the official Arr guidance for Mali 2027 will be achieved with the results of the Mali 2026 quarter. As of July 31, Arr increased by 20% compared to last year to 4.66 billion dollars. During the presentation of Wednesday, the management provided visibility in certain financial metrics for 10 years. In the financial year of 2029, the company expects an operating margin of 28% to 32% and FCF margin by 34% to 38%. These would be good increases from existing levels. In Mali 2036, the company targets 20 billion dollars in ARR, which has a 15% compound annual growth rate (CAGR) from the Arr target of 10 billion dollars for the 2031 fiscal year. Although this estimate is a very big leap, long -term investors, as we have been in the club, really appreciate the attempt to predict the external years of the administration. Financial optimism emerges as Crowdstrike betting on the role of the assurance of artificial intelligence representatives, a fast -growing area that creates new security deficits for businesses. These autonomous AI tools can facilitate workflows, but also expand the attack points for computer pirates. Therefore, the rise of AI agents will be the next growth catalyst in the cyber security industry. To seize this opportunity, Crowdstrike announced the acquisition of Pangea this week, focusing on securing AI agents as a game that describes 100 -fold market opportunities as a game. Crowdstrike sees that the total addressable market expands from $ 140 billion to $ 300 billion in 2026 calendar years and to 300 billion dollars in 2030 calendar years. Jim Cramer has long been saying that cyber security has been a secular growth industry because the data wants new gold and hackers everywhere. AI makes it easier to attack more often and efficiently with more sophisticated. As a result, the need for cyber security only increases. This makes Crowdstrike and Club Club in a position to protect Palo Alto Networks against bad actors. This is clear when we look at Crowdstrike's recent and long -term guidance. This tells us that our investment thesis in both stocks is alive and developed. Jim reiterates Kurtz's confidence in his ability to stay in front of the curve in the fast -paced industry in Crowdstrike shares at the September monthly meeting of Thursday, Jim, "This is an example of what you want to have." However, Jim admitted that "Crowdstrike would never be cheap", but considering that cyber security giant stands as an industrial leader with strong growth expectations, high -price gains were too guaranteed. The club continues to maintain our Crowdstrike and $ 520 price target. The stock has won 47% so far and traded at $ 502. The record level of $ 514 was on July 3 (Jim Cramer's charitable confidence long CRWD, Panw. See here for the full list of stocks.) Jim Cramer and CNBC Investment Club subscribe to a trade warning before doing a trade. Jim is waiting for 45 minutes after sending a trade warning before buying or selling a share in the portfolio of charitable confidence. If Jim talked about a stock on CNBC TV, he's waiting for 72 hours after trading warning before trading. The above investment club information is subject to our conditions and conditions and our Privacy Policy with the waiver. There is no confidence or duty or not, as you receive any information provided in connection with the Investment Club. A specific result or profit is not guaranteed.