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CrowdStrike Stock Takes a Breather Before Earnings
Schaeffers Investment Research· 2025-05-29 16:37
Cybersecurity giant CrowdStrike Holdings Inc (NASDAQ:CRWD) will announce first-quarter results after the close on Tuesday, June 3. Shares were last seen down 1.5% to trade at $462.20, but are fresh off a May 27, record high of $474.23, and sport a 34.6% year-to-date lead. The 20-day moving average has also been acting as a support level since early April, and looks ready to contain today's pullback.The security has a mostly positive history of post-earnings moves, finishing five of its last eight earnings r ...
Countdown to CrowdStrike (CRWD) Q1 Earnings: A Look at Estimates Beyond Revenue and EPS
ZACKS· 2025-05-29 14:21
Wall Street analysts expect CrowdStrike Holdings (CRWD) to post quarterly earnings of $0.66 per share in its upcoming report, which indicates a year-over-year decline of 29%. Revenues are expected to be $1.1 billion, up 19.9% from the year-ago quarter.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe.Before a company reveals its earnings, it is vital to ...
CrowdStrike Stock Slips: Analyst Downgrades Before Earnings
MarketBeat· 2025-05-29 11:15
CrowdStrike TodayCRWDCrowdStrike$468.83 -3.39 (-0.72%) 52-Week Range$200.81▼$475.50P/E Ratio919.29Price Target$404.43Add to WatchlistCrowdStrike Holdings Inc. NASDAQ: CRWD is scheduled to report earnings after the market closes on June 3. Analyst sentiment has generally been bullish. That makes it noteworthy that one analyst firm, DZ Bank, issued a rare Strong Sell rating on the stock on May 23 with a price target of $370, a 20% drop from the stock’s price on May 28. The downgrade is more startling because ...
Should You Buy or Sell CRWD Stock Ahead of Its Earnings?
Forbes· 2025-05-29 10:01
CHONGQING, CHINA - MARCH 3: In this photo illustration, the CrowdStrike Holdings, Inc. logo is ... More displayed on a smartphone screen, with the company's latest stock market performance and candlestick charts visible in the background, highlighting CrowdStrike's real-time financial trends, stock price fluctuations, market volatility, and investment developments within the cybersecurity, cloud security, and technology sectors, on March 3, 2025, in Chongqing, China. (Photo by Cheng Xin/Getty Images)Getty I ...
Should You Buy CrowdStrike Stock Before June 3?
The Motley Fool· 2025-05-29 08:30
On June 3, CrowdStrike (CRWD -0.74%) will report results for its fiscal 2026's first quarter, which ended on April 30. The cybersecurity giant is hoping to put its fiscal 2025 firmly in the rear-view mirror, as the year was marred by a devastating gaffe -- the flawed software update it released on July 19 that crashed around 8.5 million Windows computers run by its clients, disrupting the operations of banks, airlines, healthcare providers and more. That incident took a near-term toll on CrowdStrike's busin ...
CrowdStrike Holdings (CRWD) Falls More Steeply Than Broader Market: What Investors Need to Know
ZACKS· 2025-05-28 22:51
The most recent trading session ended with CrowdStrike Holdings (CRWD) standing at $468.83, reflecting a -0.72% shift from the previouse trading day's closing. The stock's performance was behind the S&P 500's daily loss of 0.56%. On the other hand, the Dow registered a loss of 0.58%, and the technology-centric Nasdaq decreased by 0.51%.Heading into today, shares of the cloud-based security company had gained 9.57% over the past month, lagging the Computer and Technology sector's gain of 11.21% and outpacing ...
BB vs. CRWD: Which Cybersecurity Stock Is the Smarter Buy Now?
ZACKS· 2025-05-27 13:11
Industry Overview - The cybersecurity market is projected to witness a CAGR of 12.9% from 2025 to 2030, driven by increasing digital threats and the need for advanced cybersecurity solutions [3] - The rise in cloud deployment, digital transformation, and the proliferation of smart and IoT devices has led to more sophisticated cyberattacks, necessitating enhanced cybersecurity measures [2] Company Analysis: BlackBerry Limited (BB) - BlackBerry has shifted its focus from smartphones to cybersecurity and IoT solutions, with its Secure Communications division including products like Unified Endpoint Management (UEM) and SecuSUITE [4] - In fiscal Q4, BlackBerry's Secure Communications revenue reached $67.3 million, exceeding forecasts, driven by strong performance in AtHoc and UEM solutions [5] - The company has established strong relationships with government agencies, securing a stable revenue stream and credibility in high-trust sectors [6] - BlackBerry has successfully cut approximately $150 million from its run rate and reported an adjusted EBITDA of $39.3 million for fiscal 2025, marking a significant improvement [8] - The expansion of contracts with the Malaysian government enhances BlackBerry's revenue potential and positions its Secure Communications division as a key contributor to overall EBITDA [7] Company Analysis: CrowdStrike Holdings, Inc. (CRWD) - CrowdStrike is a leader in next-generation endpoint protection and has introduced new solutions like Falcon Data Protection to address data security concerns [9] - The company's subscription revenues reached $1.01 billion, reflecting a 27% increase year-over-year, aided by the Falcon Flex Subscription Model [10] - Despite strong growth, CrowdStrike faces challenges due to customer sentiment issues following a global IT outage and has implemented a Customer Commitment Package to retain clients [11] - The company has significantly increased its sales and marketing expenses, which rose nearly ninefold to $1.52 billion in fiscal 2025, alongside a focus on R&D [12][13] Performance Comparison - Over the past month, BlackBerry and CrowdStrike have seen stock gains of 10.5% and 7.6%, respectively [16] - BlackBerry's forward 12-month Price/Sales ratio is 4.21X, significantly lower than CrowdStrike's 22.17X, indicating a more favorable valuation for BlackBerry [17] - Analysts have raised BlackBerry's earnings estimates for the current fiscal year, while CrowdStrike has seen only marginal upward revisions [19][21] Investment Outlook - Both companies are well-positioned to benefit from the growing cybersecurity market, but BlackBerry currently holds a Zacks Rank 1 (Strong Buy), while CrowdStrike has a Zacks Rank 4 (Sell), suggesting BlackBerry may be the better investment choice at this time [22]
CrowdStrike: Don't Chase, As Q1 Results Are Unlikely To Be Stellar
Seeking Alpha· 2025-05-26 15:48
When equities, in general, have been all over the place this year, CrowdStrike Holdings, Inc. ( CRWD ) , which is amongst the top 3 largest cybersecurity stocks in the world, hasAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no busi ...
3 Top Cybersecurity Stocks to Buy in May
The Motley Fool· 2025-05-26 15:01
When it comes to cybersecurity, I don't know much about how it works from an experiential perspective. So, I suppose one could say I'm an outsider. But even an outsider like me understands that businesses must invest in cybersecurity in 2025. And I can appreciate that the need for cybersecurity will only get bigger in the coming years.Research firm Gartner predicts that spending for cybersecurity will increase by 15% in 2025 alone, which is huge when looking at an entire market. Gartner further predicts tha ...
If you invested $1,000 in CrowdStrike stock after the global IT outage, here's your return now
Finbold· 2025-05-24 13:29
Core Viewpoint - CrowdStrike's stock has rebounded significantly after a major disruption caused by a faulty software update in mid-2024, leading to a 49.6% increase in share price within ten months, indicating a recovery and investor confidence in the company's future [1][2][3]. Stock Performance - On July 19, 2024, CrowdStrike's stock closed at $304 per share, and by May 24, 2025, it surged to $455, reflecting a 49.6% increase [2]. - An investment of $1,000 in CrowdStrike stock on the day of the crash would now be worth approximately $1,496, resulting in a gain of nearly $497 [3]. Analyst Sentiment - Stifel analyst Adam Borg raised the price target from $435 to $480 and maintained a 'Buy' rating ahead of the Q1 FY2026 earnings report, citing growth among value-added resellers using CrowdStrike solutions [4]. - Conversely, Mizuho downgraded the stock from 'Outperform' to 'Neutral' with a price target of $425, citing slowing momentum among partners and preferring to wait for a better entry point [5]. Company Actions - CrowdStrike is streamlining operations by appointing Brad Burns as Chief Communications Officer to enhance global messaging [7]. - The company is facing regulatory scrutiny over a $32 million transaction with Carahsoft Technology related to undelivered IRS software [8]. - CrowdStrike plans to cut around 500 jobs, or 5% of its workforce, to improve efficiency while continuing to hire for key strategic roles [8].