The stock got a pre-earnings bump after the United States and Israel began a military campaign against Iran. From the opening of trading on March 2 to the close on March 3, CRWD stock rose approximately 6% amid volatility.
CrowdStrike Holdings, Inc. delivered a modest beat on both EPS ($1.12) and revenue ($1.31B), with FY27 guidance slightly above consensus. CRWD's Falcon Flex flywheel is compounding, with re-Flex customers driving significant ARR lift and strong platform adoption. AI-driven cybersecurity demand and accelerating enterprise AI adoption are structural tailwinds, supporting ARR growth and pipeline strength.
Wall Street is sending a split but net-bullish signal on CRWD after CrowdStrike's record fourth quarter.
CRWD tops Q4 estimates with $1.31B revenues, up 23.6% Y/Y, as subscription growth lifts ARR to $5.25B and operating income jumps.
CrowdStrike Holdings Inc (NASDAQ:CRWD) reported fourth quarter earnings that topped Wall Street expectations as the cybersecurity company cited growing demand driven in part by increasingly sophisticated artificial intelligence-powered threats. For the quarter ended January 31, CrowdStrike posted revenue of $1.31 billion, up 23% from $1.06 billion a year earlier and above consensus estimates of roughly $1.04 billion.
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.