CrowdStrike Enters Mature Phase While Zscaler Accelerates With AI Security Acquisitions
CrowdStrike (NASDAQ: CRWD) and Zscaler (NASDAQ: ZS) reported strong earnings in late November and early December, revealing two fundamentally different approaches to cloud security.
CrowdStrike Holdings, Inc. (CRWD) Presents at UBS Global Technology and AI Conference 2025 Transcript
CrowdStrike Holdings, Inc. ( CRWD ) UBS Global Technology and AI Conference 2025 December 3, 2025 9:35 AM EST Company Participants George Kurtz - Co-Founder, President, CEO & Director Presentation Unknown Analyst All right. We will get things going here.
CrowdStrike: Cybersecurity Leader With Defensive Strength, But Has Valuation Issues
CrowdStrike Holdings, Inc. remains a market-leading cybersecurity provider but trades at a significant premium with a 139x earnings multiple. I maintain a Hold rating for CRWD stock with a revised 12-month price target of $560, implying 9% upside after a 49% rally over the past year. FQ3 2026 delivered strong top-line growth and record ARR, but bottom-line expansion slowed to low single digits, raising valuation concerns.
Here's What Key Metrics Tell Us About CrowdStrike (CRWD) Q3 Earnings
The headline numbers for CrowdStrike (CRWD) give insight into how the company performed in the quarter ended October 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
CrowdStrike Q3 Earnings Beat Estimates, Revenues Increase Y/Y
CRWD beats Q3 earnings with 22% revenue growth and stronger guidance as Falcon adoption lifts ARR and profitability.
CrowdStrike Holdings, Inc. (CRWD) Q3 2026 Earnings Call Transcript
CrowdStrike Holdings, Inc. (CRWD) Q3 2026 Earnings Call Transcript
CrowdStrike Holdings (CRWD) Tops Q3 Earnings and Revenue Estimates
CrowdStrike Holdings (CRWD) came out with quarterly earnings of $0.96 per share, beating the Zacks Consensus Estimate of $0.94 per share. This compares to earnings of $0.93 per share a year ago.
CrowdStrike tops Q3 estimates, raises full-year guidance
CrowdStrike Holdings Inc (NASDAQ:CRWD) shares edged higher afterhours as the cybersecurity firm reported better-than-expected financial results for the third quarter. For the quarter ending October 31, revenue was up 22% year-over-year at $1.23 billion, ahead of estimates of $1.21 billion.
EARNINGS ALERT: CRWD, MRVL, OKTA
CrowdStrike (CRWD) and Okta Inc. (OKTA) muscled earnings beats for cybersecurity while Marvell (MRVL) did the same for the A.I. hardware space.
CrowdStrike AI push and M&A strategy has analyst bullish ahead of Q3 earnings
CrowdStrike Holdings Inc (NASDAQ:CRWD) will report its third quarter earnings after the market close on Tuesday, with Wedbush analysts expecting another solid quarter from the cybersecurity firm. The analysts have an ‘Outperform' rating and $600 price target on CrowdStrike, pointing to its position in the growing AI-driven security market.
Monday's Software Movers: CRWD & SNOW Price Target Hikes, CRM Cut
Diane King Hall turns to movers in the software space ahead of their earnings this week. KeyBanc and JPMorgan both raised price targets on CrowdStrike (CRWD) on expected long-term growth, while Rosenblatt raised its target for similar reasons.
Where Will CrowdStrike Be in 5 Years?
CrowdStrike (CRWD +1.52%) is gaining powerful momentum as a wave of AI-driven cyber threats pushes demand for smarter protection. With new partnerships with Alphabet's Google Cloud, EY, and CoreWeave, CrowdStrike is reclaiming its leadership position and opening the door to significant long-term upside.
