CrowdStrike Holdings Inc (NASDAQ:CRWD) stock popped as investors responded positively to the company's long-term financial targets and upbeat guidance outlined at its recent Fal.Con 2025 conference. The cybersecurity firm set an ambitious goal of reaching $20 billion in annual recurring revenue (ARR) by fiscal 2036, which would represent a compound annual growth rate of about 15%.
CrowdStrike Holdings (CRWD) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Cybersecurity threats are a persistent problem for companies across the globe, requiring businesses, small and large, to devote some of their budgets to fighting them. IDC estimates that cybersecurity spending is on the rise and will reach an estimated $377 billion by 2028.
Cybersecurity firms are leveraging AI to deliver smarter and faster protection as cyberattacks continue to intensify.
CRWD soars 21% YTD, outpacing its industry and peers, fueled by its AI-native cybersecurity solutions and strategic partnerships.
The Zacks Security industry participants, PANW, CRWD, FTNT and QLYS, gain from an increase in data breaches, prompting companies to seek comprehensive IT security solutions.
CrowdStrike's Falcon Flex drives record $221M net new ARR, with customers expanding faster and boosting long-term growth momentum.
CrowdStrike Holdings Inc (NASDAQ:CRWD) reported second quarter fiscal 2026 results that drew a favorable reaction from Wedbush analysts, who highlighted the cybersecurity firm's platform growth and AI-driven expansion. The company posted total revenue of $1.168 billion, above the Street estimate of $1.150 billion and its guidance range of $1.145 billion to $1.152 billion.
CrowdStrike faces slowing revenue growth, cash flow pressure, and tough competition as Q2 earnings loom.
CrowdStrike (NASDAQ:CRWD), a cybersecurity firm, is slated to release earnings on Wednesday, August 27, 2025. For event-driven traders, reviewing how the stock has behaved around prior earnings announcements can offer useful perspective.
CRWD's Q2 revenues are likely to have benefited from strong adoption of Falcon Flex, while rising costs may have weighed on profitability.
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 July 2025.