Two software names, both beaten down heading into earnings night. One delivered.
CrowdStrike Holdings, Inc. (CRWD) Q4 2026 Earnings Call Transcript
CrowdStrike's CEO cited ‘elevated demand' for the company's Falcon cybersecurity platform in the AI era.
Although the revenue and EPS for CrowdStrike (CRWD) give a sense of how its business performed in the quarter ended January 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
CrowdStrike Holdings (CRWD) came out with quarterly earnings of $1.12 per share, beating the Zacks Consensus Estimate of $1.1 per share. This compares to earnings of $1.03 per share a year ago.
CrowdStrike is set to report earnings after the closing bell Tuesday, with traders anticipating a big move in the cybersecurity provider's stock following the results.
An analyst sees minimal risk to the company's guidance and thinks shares have been overly punished by a broad selloff in the software sector.
President Donald Trump announced the U.S. will blacklist Anthropic over its refusal to loosen safeguards for the Pentagon, just as the AI company's tools are disrupting cyber stocks. OpenAI subsequently signed an agreement with the U.S. Department of Defense to deploy its models within the government's network. Claude's new security features fueled a cyber scare trade, exacerbated by hotter-than-expected inflation data and rotation away from big tech.
CrowdStrike Holdings, Inc. is downgraded to neutral due to its widening valuation premium versus high-growth cybersecurity peers like Zscaler. CRWD trades at 19.5x FY26 revenue and 16.0x FY27 revenue, double or triple direct competitors despite similar growth and margins. Upcoming Q4 earnings and FY27 outlook are key catalysts; consensus expects $5.87B revenue (+22% y/y), but a guidance miss could trigger further downside.
Recently, Zacks.com users have been paying close attention to CrowdStrike (CRWD). This makes it worthwhile to examine what the stock has in store.
CrowdStrike heads into Q4 with revenues seen up 22.5% Y/Y, but premium valuation and rising costs cloud the near-term outlook.
CrowdStrike (CRWD) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.