CRWD
Guest preview — showing qualitative direction only.
CRWD Analysis Summary
CrowdStrike (CRWD) operates in Layer 7: AI Applications, in the Ai Cybersecurity sub-sector. With a $85.0B market cap and 40% AI-derived revenue, it sits in the downstream tier of the AI supply chain.
The current composite signal is neutral with none conviction, driven primarily by daily factors.
Learn more about our signal methodology. View Signal History →
Analysis as of Apr 11, 2026 07:02 UTC (quarterly run). Live data.
Data Trust
Quality grade A · Score 1.00 · Updated Apr 11, 2026 07:02 UTC (0.1h ago)
Source-by-source provenance available after sign-in.
Signal Snapshot
Current model view is neutral with none conviction. Based on the latest quarterly run.
Primary driver appears to be daily factors for this ticker.
Latest Recommendation (Guest Preview)
Low bearish on CrowdStrike (AI Applications, 40% AI revenue). Signal: -0.16.
Why Not a Buy?
No signal data available for this ticker yet.
Supply Chain Position
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Portfolio Position
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Bottleneck Exposure (Guest Preview)
No active bottleneck exposure is currently flagged for this ticker.
Fundamentals & Characteristics
- Market Cap
- $85,000M (85.0B)
- Avg Daily Volume
- $300.0M
- AI Revenue %
- 40%
- Liquid Options
- Yes
- Layer
- 7 — AI Applications
- Sub-Sector
- Ai Cybersecurity
- Mega Cap
- No
Latest Signal Snapshot
Full multi-run history, trend charts, and component-level changes available after sign-in.
Key Facts About CRWD
- Company: CrowdStrike
- Supply Chain Position: AI Applications (Layer 7 of 10)
- Market Cap: $85.0B
- AI Revenue: 40%
- Sub-sector: Ai Cybersecurity
- Tier: Downstream
- Supply Chain Partners: 0 companies
CRWD FAQ
What does CrowdStrike do in AI?
CrowdStrike (CRWD) operates in the AI Applications layer of the AI supply chain, in the Ai Cybersecurity sub-sector.
Is CRWD a buy or sell?
Full signal analysis for CRWD is available after sign-in at Early Signal. Our quantitative model analyzes momentum, sentiment, earnings, and supply chain factors.
What AI supply chain layer is CRWD in?
CRWD is in Layer 7: AI Applications. Early Signal's 10-layer taxonomy traces the AI value chain from raw materials (Layer 0) through semiconductor manufacturing, chips, infrastructure, cloud platforms, AI tools, foundation models, applications, AI-enabled transformation, to secondary beneficiaries (Layer 9). Learn more on the methodology page.
What is CrowdStrike's AI revenue exposure?
CrowdStrike derives approximately 40% of its revenue from AI-related activities. It has a market capitalization of $85.0B and sits in the downstream tier of the AI supply chain.
Who are CRWD's AI supply chain partners?
CRWD does not have mapped upstream or downstream supply chain relationships in the current AI ecosystem model.