CrowdStrike just reported earnings, with shares soaring 11% following the report. Here are the key numbers:
Guidance:
Quick Read:
Contact [email protected] for any questions or corrections.
That wraps up our initial coverage of CrowdStrike’s Q2 results. Thank you for stopping by!
CrowdStrike reports tonight with guidance calling for $284-$286 million in net new annual recurring revenue, representing growth of 28-29%. The stock has already fallen nearly 6% over the past week, but its valuation still leaves little room for disappointing guidance.
CrowdStrike trades at 153x forward earnings and 37 times sales, requiring its AI security business to deliver meaningful additional growth.
A clean ARR beat with visible contribution from AI Detection and Response would reinforce CEO George Kurtz’s argument that cybersecurity is becoming foundational AI infrastructure.
A weaker result could reopen concerns about CrowdStrike’s pricing power as rival security platforms continue pressing for market share.
CrowdStrike heads into its August 26 earnings report carrying momentum that has surprised Wall Street eight times in a row, and the setup heading into fiscal Q2 2027 suggests investors may want to pay…
Investors are watching CrowdStrike (NASDAQ: CRWD | CRWD Price Prediction) ahead of its first-quarter fiscal 2027 results due today, June 3, expected at 4:05 PM ET after the market’s close. After a furious run…
Jim Cramer says machine-on-machine attacks have crossed a threshold that one cybersecurity company saw coming long before Wall Street did, and the financial results suggest the market is finally catching up.
CrowdStrike (NASDAQ:CRWD | CRWD Price Prediction) just got hit with a Sell rating from DZ Bank, which set a $500 price target on the cybersecurity leader. The downgrade lands one day after KeyBanc raised…
Benchmark analyst Yi Fu Lee initiated coverage of CrowdStrike Holdings (NASDAQ:CRWD | CRWD Price Prediction) with a Buy rating and a $500 price target, arguing the cybersecurity platform leader has a clear path to…
CrowdStrike Holdings (NASDAQ:CRWD | CRWD Price Prediction) currently trades at $426.51, while the Wall Street consensus price target sits at $489.86, a gap of roughly 14.85%. That is a meaningful dislocation for a company…
AI-powered attacks are accelerating faster than most security budgets can absorb, and a handful of platform vendors are capturing a disproportionate share of that urgent spend. Three Nasdaq-listed cybersecurity names just posted beat-and-raise quarters,…
BTIG analyst Gray Powell raised the firm’s price target on CrowdStrike (NASDAQ:CRWD | CRWD Price Prediction) to $621 from $499, maintaining a Buy rating ahead of the company’s Q1 FY27 results. The price target…
Jim Cramer used his Mad Money segment on April 21 to argue that investors who dumped CrowdStrike Holdings (NASDAQ:CRWD | CRWD Price Prediction) after Anthropic touted its Claude Mythos model made a serious error.…
