CrowdStrike Holdings, Inc. (CRWD)
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.
CrowdStrike Holdings (CRWD) Beats Q4 Earnings and Revenue Estimates
CrowdStrike Holdings (CRWD) came out with quarterly earnings of $1.03 per share, beating the Zacks Consensus Estimate of $0.85 per share. This compares to earnings of $0.95 per share a year ago.
CrowdStrike falls 9% on disappointing earnings forecast
CrowdStrike slumped more than 9% after issuing disappointing earnings guidance. The company said it expects earnings per share, excluding some items, of between $3.33 and $3.45, falling short of the $4.42 expected by LSEG.
CrowdStrike sees more costs ahead in the aftermath of last summer's outage
CrowdStrike's stock is falling in the wake of a larger-than-expected loss and disappointing profit guidance.
CrowdStrike's Fiscal Q4 Results Top Estimates
CrowdStrike (CRWD 1.94%), a leading provider of cloud-native cybersecurity solutions, released its fiscal 2025 fourth-quarter earnings on March 4. The company reported earnings per share of $1.03, outpacing analysts' consensus estimate of $0.86, and revenue clocked in at $1.059 billion compared to the anticipated $1.03 billion.
