Buy These 3 Cybersecurity Stocks Amid Rising Cyber Threats
Cybersecurity stocks like Okta, Fortinet and CrowdStrike are worth buying as cyber threats escalate and the digital landscape becomes increasingly vulnerable.
CrowdStrike slumps 10% on weak earnings outlook, overhang from outage costs
CrowdStrike shares dropped 10% after issuing weak earnings guidance that overshadowed better-than-expected fourth-quarter results. The cybersecurity software provider said it expects an additional $73 million in expenses this quarter from the July global IT outage.
CRWD Q4 Earnings Beat: Will Weak Guidance Drag the Stock Down?
CrowdStrike's fourth-quarter 2025 results reflect the benefits of strong adoption of the Falcon platform and better sales execution.
Why CrowdStrike’s weaker guidance could be a smart buying signal
Investors are bailing on CrowdStrike Holdings Inc (NASDAQ: CRWD) this morning after its management warned of significant weakness in earnings in fiscal 2026.The cybersecurity giant expects its adjusted per-share earnings to come in at $3.45 at the top end of its range this year – well below $4.40 that analysts had forecast.Still, famed investor Jim Cramer recommends buying the post-earnings dip in CRWD as he reads a hint of conservatism in the company’s outlook that positions it for positive surprises in the coming quarters.CrowdStrike stock is now down about 20% versus its year-to-date high in February.Why is Jim Cramer bullish on CrowdStrike stock?Cramer is bullish on CrowdStrike shares as cybersecurity has turned into a necessity in the digital age – and the Austin headquartered firm is among the best in that space.George Kurtz, the company’s chief executive, also echoed a similar view on the earnings call last night, adding the multinational is currently “placed at the epicentre of a rapidly evolving demand environment.”Easier access to sophisticated AI tools is leading to a record increase in cyber threats, reiterating the pivotal role that CRWD plays in the digital age, he added.That’s why CrowdStrike stock, despite today’s sell-off, is up more than 60% versus its 52-week low at the time of writing.CRWD shares offer exposure to the AI tradeThe former hedge fund manager recommends loading up on CrowdStrike stock this morning because its Falcon platform makes it an AI play as well.Statista forecasts the artificial intelligence market to grow at a compound annualised rate of more than 27% through the end of this decade – and CRWD offers means to capitalise on that growth.Customer retention was another green area in the company’s earnings release last night. For Q4, the Nasdaq-listed firm recorded gross customer retention at 97% – roughly in line with its prior quarter.More importantly, CrowdStrike’s existing customers spent about 12% more on its products (on average) this quarter versus a year ago.Why does CrowdStrike expect a hit to earnings?Investors could also take heart in the company’s full-year guidance for revenue that topped Street estimates.What’s also noteworthy is that a change in the long-term projected tax rate resulted in significant pressure on CrowdStrike’s earnings guidance for fiscal 2026. In fact, it lowered the firm’s earnings estimate by as much as 98 cents a share, according to Jim Cramer.Finally, shares of CrowdStrike remain worth owning as they’re somewhat insulated from the Trump tariffs. In his recent appearance on CNBC, the Mad Money host dubbed cybersecurity stocks the safest pick within technology in the current macro environment.Cramer’s positive view on CRWD shares is in line with Wall Street that also currently rates CrowdStrike stock at “overweight”.The post Why CrowdStrike's weaker guidance could be a smart buying signal appeared first on Invezz
CrowdStrike: Still Expensive And Too Much Uncertainty (Rating Downgrade)
I am downgrading CrowdStrike from a buy to a hold due to its overbought status, high valuation, and limited upside potential in the near term. Despite beating Q4 estimates, CrowdStrike's guidance for Q1 and fiscal 2026 EPS is significantly lower than consensus, impacting investor confidence. CrowdStrike remains very expensive, trading at over 20 times this year's estimated sales, with potential for further earnings estimate reductions.
CrowdStrike Is Paying More for Growth
Here's our initial take on CrowdStrike's (CRWD 1.94%) fiscal 2025 fourth-quarter results.
CRWD Fades After Earnings Beat, Weak Guidance
Jenny Horne examines cybersecurity leader Crowdstrike (CRWD) after the company's 4Q quarterly figures were released Tuesday in after hours trading. In terms of analyst coverage, Jenny shares several firms remaining bullish on CRWD despite the post-earnings pullback.
CrowdStrike: Post-Earnings Dip Looks Like Noise
CrowdStrike's 9.3% post-earnings dip is seen as noise, as the company's Q4 earnings release was nothing but stellar. The company achieved a record $6 billion TCV in Q4, indicating strong customer commitment and bright long-term revenue growth prospects. Despite a slight operating margin contraction, the gross margin remains solid at 80%, allowing for continued aggressive investment in innovation and growth.
CrowdStrike Q4 Earnings: Outage Narrative Returns, FCF Margins Compress
CrowdStrike's fiscal 2026 guidance shows slowing growth below 30%, moving it away from its "hyper-growth" status and raising valuation concerns. At 64x forward free cash flow, CRWD stock's valuation feels stretched, especially with shrinking margins and negative operating leverage. Expected free cash flow of $1.4 billion is solid but not as strong as anticipated, leading to a more moderate outlook.
CrowdStrike: The Post-Earnings Dip Makes No Sense, Buy
CrowdStrike's Falcon Platform, a cloud-native cybersecurity solution, leads the market with AI integration and a SaaS subscription model, driving high revenue visibility. With a TAM projected to reach $250 billion by CY29, CrowdStrike's growth potential is substantial, making it a prime investment opportunity. CrowdStrike's impressive financial performance, including a 23.5% YoY ARR growth and significant free cash flow, supports a target price of $585 per share.
CrowdStrike Holdings, Inc. (CRWD) Q4 2025 Earnings Call Transcript
CrowdStrike Holdings, Inc. (NASDAQ:CRWD ) Q4 2025 Earnings Conference Call March 4, 2025 5:00 PM ET Company Participants Maria Riley - VP, IR George Kurtz - CEO & Founder Burt Podbere - CFO Conference Call Participants Saket Kalia - Barclays Brian Essex - JPMorgan Gabriela Borges - Goldman Sachs Tal Liani - Bank of America Joel Fishbein - Truist Securities Matt Hedberg - RBC Andrew Nowinski - Wells Fargo Fatima Boolani - Citi Gregg Moskowitz - Mizuho Joseph Gallo - Jefferies Patrick Colville - Scotiabank Operator Hello, and welcome to CrowdStrike's Fourth Quarter and Fiscal Year 2025 Financial Results Conference Call. At this time, all participants are in a listen-only mode.
Compared to Estimates, CrowdStrike (CRWD) Q4 Earnings: A Look at Key Metrics
The headline numbers for CrowdStrike (CRWD) give insight into how the company performed in the quarter ended January 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
