CrowdStrike Holdings, Inc. (NASDAQ:CRWD ) Morgan Stanley Technology, Media & Telecom Conference March 6, 2025 10:45 AM ET Company Participants George Kurtz - CEO & Founder Conference Call Participants Keith Weiss - Morgan Stanley Keith Weiss Excellent. Thank you, everyone, for joining us.
CrowdStrike's guidance for FY26 shows a significant slowdown in revenue growth, indicating issues moving past the bug heard 'round the world. Incentives and discounts have hurt margins, with hopes for a net new ARR reacceleration in the second half of FY26. Does this put FY26 out to pasture, forcing investors to look toward FY27 while dealing with a historically high stock?
Despite CrowdStrike's strong Q4 and FY 2025 results, market perception led to a significant stock drop due to conservative future growth guidance. A trifecta of negative factors, including lower-than-expected growth estimates, an SEC and DOJ probe, and conservative FY 2026 guidance, has impacted CRWD's stock. I temporarily downgrade CRWD to Sell, recognizing that the stock is likely to move sideways with minimal gains through FY 2026.
CRWD reverses early decline and rises over 18 points after the alert
In this video, I will go over the recent updates regarding CrowdStrike (NASDAQ:CRWD). Watch the short video to learn more, consider subscribing, and click the special offer link below.
CrowdStrike Founder and CEO George Kurtz joins 'Mad Money' host Jim Cramer to talk quarterly results, the state of cybersecurity, Q1 guidance and more.
As cyber threats continue to evolve and digital transformation accelerates, cybersecurity stocks are well-positioned to outperform the market.
Crowdstrike down today after reporting a weak earnings outlook. It's our Chart of the Day.
CrowdStrike's NASDAQ: CRWD uptrend will continue because the cybersecurity company has traction, momentum in its deal cycle, and a forecast for another record-setting year in 2025. The Q1 2025 stock price decline is an opportunity that shouldn't be passed up.
CrowdStrike (CRWD -8.23%) stock is getting hit with a wave of sell-offs following the company's recent fourth-quarter report. The company's share price was down 8.2% as of 12:30 p.m.
CrowdStrike Holdings Inc (NASDAQ:CRWD) reported better-than-expected financial results for the fourth quarter but weak profit guidance saw the cybersecurity firm's shares fall almost 9% on Wednesday. The company projected earnings for the first quarter between $0.64 and $0.66 per share, significantly below the consensus estimate of $0.95 per share.
Shares of CrowdStrike Holdings Inc CRWD tanked in early trading on Wednesday, despite the company reporting upbeat fourth-quarter results.