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# CrowdStrike: High Visibility And Longer Term Growth Acceleration (Archive)
- URL: https://www.huntingalphas.com/crowdstrike-high-visibility-and-longer-term-growth-acceleration-archive/
- Published: 2024-12-18T03:57:00.000Z
- Updated: 2026-02-28T05:41:34.000Z
- Description: CrowdStrike’s accelerating RPOs and Falcon Flex adoption support durable, premium-valued growth visibility.
- Author: Vish (Hunting Alphas)
- Tags: 5-Minute Pitches, #noindex, Archive, #sa-origin, CRWD, Tech

*This 5-Minute Pitch was originally published on Seeking Alpha before the launch of the Hunting Alphas website. It is shared here to showcase my previous work and track record. New 5-Minute Pitches published on this site will not be disseminated anywhere else.*

## Elevator Pitch

- There is sequential growth acceleration in RPOs; a leading indicator of revenues, driven by customers' adoption of the Falcon Flex subscription.
- High visibility of a large pipeline is leading to upgrades in longer term revenue and earnings estimates by Wall St.
- Valuations are rich but acceptable given CrowdStrike's 'leader-of-leaders' market leadership and longer term visibility.
- Technicals indicate some room for upside vs S&P500 as the ratio prices move up toward the top of the trading range.
- GAAP profitability is still in unprofitable territory, due to a persistent 20% of revenues SBC intensity that has not reduced despite revenues multiplying almost 3x over the past 3 years. This is a key risk as such a scenario benefits employees at the expense of minority shareholders.

Read the full article [here](https://seekingalpha.com/article/4744952-crowdstrike-stock-high-visibility-and-longer-term-growth-acceleration?ref=huntingalphas.com).

#### Disclosures and Disclaimers

**Past performance ≠ future results. Not investment advice. See* [**full Disclaimer*](https://www.huntingalphas.com/disclaimer/)**.*