CRWD — candidate.roundup
Update
CRWD — candidate.roundup
Reason: Security led. CRWD +14.95% on the week and +17.86% on the month, OKTA +9.53% and +29.15% — both in uptrend, +61.7% and +71.5% against their 200-days with one-year alpha of +74.11 and +79.83. ZS enters on the group's biggest week (+19.92%) and is the caution: still -32.22% on the year and -41.45% off its high. DDOG recovered +3.94%. INTU is the broken one and got worse — -5.72% on the week, -16.35% on the month, -55.08% on the year, -26.5% against its 200-day, thesis flagged broken.
Price/RSI Table
| Stock | Price | 7D | 30D | 52wkHi | 1Y | vs 200-day | RSI | Status | Action |
|---|---|---|---|---|---|---|---|---|---|
| DDOG | $229.92 | +3.94% | -1.54% | -21.45% | +68.06% | +28.3% | 48.9 | 🟢 Pullback in trend | 📈 Accumulate |
| CRWD | $237.65 | +14.95% | +17.86% | -5.06% | +89.12% | +61.7% | 60.4 | 🟢 Pullback in trend | 🔒 Hold |
| OKTA | $182.37 | +9.53% | +29.15% | -5.31% | +94.84% | +71.5% | 61.5 | 🟢 Pullback in trend | 🔒 Hold |
| INTU | $303.19 | -5.72% | -16.35% | -57% | -55.08% | -26.5% | 38 | 🔴 Broken trend | ❌ Don't buy |
| ZS | $197.31 | +19.92% | +6.89% | -41.45% | -32.22% | +17.2% | 63.3 | 🟢 Pullback in trend | 🔍 Watch |
Status reads the 200-day trend first and RSI second; Action is a trend-hold lens — an extended name is never an entry, and a name below its 200-day with a negative year is not a dip.
What Changed Since 2026-09-11
- CRWD +14.95% on the week, +17.86% on the month, only -5.06% off its high with +61.7% against its 200-day and +89.12% on the year — the cohort's real leader on every window.
- OKTA owns the month at +29.15% (+9.53% on the week), +71.5% against its 200-day, +94.84% on the year. RSI 61.5 says extended, not oversold.
- ENTRANT — ZS: +19.92% on the week and +58.04% over three months, but -32.22% on the year at alpha -47.24 and -41.45% below its high. A violent bounce in a name the year has not rewarded — watch, not buy.
- DDOG +3.94% on the week and -1.54% on the month, +28.3% against its 200-day on a +68.06% year — the quiet intact name in the group.
- INTU keeps breaking: -5.72% week, -16.35% month, -55.08% year, alpha -70.09, -26.5% against its 200-day and -57% off its high. Its last pull is August 28 — news not pulled for this move, and the tape alone is doing the talking.
- No dropouts. CRWD and ZS pulls completed September 17 and OKTA's September 15, all returning quote and overview pages with nothing dated behind the week; DDOG's is from September 11. Nothing for these names sits in the desk's event record this week.
Sources
- Tape data (price, RSI, returns, one-year change and alpha, distance to the 200-day): pre-computed summaries as of the 2026-09-18 close — cloud-saas (Schwab).
- Prior edition (format and roster only): 2026-09-11-cloud-saas.
- News checks: latest and
.../ZS/news/latest.json(pulled 2026-09-17),.../OKTA/news/latest.json(2026-09-15),.../DDOG/news/latest.json(2026-09-11),.../INTU/news/latest.json(2026-08-28).
Related
9 events DateTypeEvent
Sep 18 ScanTech Insider Buys Scan Sep 23 UpdateCRWD — candidate.roundup Sep 23 ScanTech Insider Buys Scan Sep 25 UpdateCRWD — candidate.roundup Sep 25 ScanTech Insider Buys Scan Oct 2 UpdateDDOG — candidate.roundup Oct 2 ScanTech Insider Buys Scan Sep 4 ScanTech Insider Buys Scan — Three Confirmed Beats Sell Off Anyway (CRDO, MDB, PANW), CRDO's Chart Cracks Below Its 200 Day On A Margin Scare, SMCI's One Year Deficit Nearly Closes, MSFT's One Year Return Flips Back Negative, ESTC Resolves From Unconfirmed To A Confirmed Beat And Cools Hard Anyway Oct 9 UpdateDDOG — candidate.roundup No direct external sources are attached to this read.