Investors are closely watching Fed policy and the May jobs report, as hiring appetite remains tepid amid macro uncertainty and tariff impacts. Broadcom and CrowdStrike earnings are key this week; AVGO benefits from AI demand, while CRWD sees cross-selling momentum and stable sector trends.
Multiple channel checks point to higher-than-expected demand that consensus estimates don't seem to be pricing in. So I expect a revenue result and guidance beat in Q1 results. A 5% cut in headcounts can provide a 380bps margin tailwind., but stock-based compensation remains a key risk. CRWD is not cheap and there is some valuation risk. However, I am wary of avoiding a stock purely due to high valuations when the growth and margin momentum are accelerating.
CRWD's high valuation, customer challenges and competitive headwinds suggest that it is wise to avoid the stock ahead of its first-quarter fiscal 2026 results.
Cybersecurity giant CrowdStrike Holdings Inc (NASDAQ:CRWD) will announce first-quarter results after the close on Tuesday, June 3.
Beyond analysts' top -and-bottom-line estimates for CrowdStrike (CRWD), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended April 2025.
CrowdStrike Holdings Inc. NASDAQ: CRWD is scheduled to report earnings after the market closes on June 3. Analyst sentiment has generally been bullish.
CrowdStrike (NASDAQ:CRWD) is set to announce its earnings on Tuesday, June 3, 2025. For traders focusing on events, grasping the stock's historical behavior around earnings announcements can provide valuable insights.
In the latest trading session, CrowdStrike Holdings (CRWD) closed at $468.83, marking a -0.72% move from the previous day.
BlackBerry gains momentum with cost cuts, strong UEM growth and top Zacks Rank, while CrowdStrike faces pressure from rising costs and outage fallout.
CrowdStrike has outperformed both the market and cybersecurity peers quite handsomely this year, with the sustainability of this alpha likely to be dictated by Q1 earnings on the 3rd of June. The pace of sales growth is expected to dip even further, but the decline in new ARR may not be as bad as what was seen in H2-25. CRWD is due to face pressure on the operational margin front, as it ramps up investments and incurs one-off costs.
In mid-2024, shares of American cybersecurity company CrowdStrike (NASDAQ: CRWD) plunged after a faulty software update disrupted industries worldwide, grounding flights, halting businesses, and affecting hospitals.
In the past month, CrowdStrike Holdings Inc. (NASDAQ: CRWD) announced it would cut 5% of its staff, reaffirmed its fiscal 2026 outlook, and appointed a new chief communications officer.