CrowdStrike(CRWD)

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Should You Buy, Sell or Hold CrowdStrike Stock Before Q1 Earnings?
ZACKS· 2025-05-30 15:32
Core Viewpoint - CrowdStrike is expected to report first-quarter fiscal 2026 results on June 3, 2025, with anticipated revenues between $1.1006 billion and $1.1064 billion, reflecting a year-over-year growth of 19.92% [1] - The company expects non-GAAP earnings per share between 64 cents and 66 cents, with a consensus estimate of 66 cents indicating a year-over-year decline of 29% [2] Revenue and Earnings Expectations - The Zacks Consensus Estimate for CRWD's fiscal first-quarter revenues is pegged at $1.1 billion [1] - The earnings consensus has been revised upward by a penny over the past 60 days [2] - Current earnings estimates for the next quarters remain stable, with no significant changes noted in the last 30 days [3] Recent Performance and Market Position - CrowdStrike has beaten the Zacks Consensus Estimate in each of the trailing four quarters, with an average surprise of 11.65% [5] - Currently, CRWD carries a Zacks Rank 4 (Sell) and has an Earnings ESP of 0.00% [6] Factors Influencing Q1 Results - The demand for CrowdStrike's cybersecurity products is expected to benefit from the increasing number of cyber threats and breaches [7] - The company’s robust subscription revenue growth and new customer additions are likely to contribute positively to the top line [8] - Partnerships with Amazon Web Services (AWS) are expected to enhance earnings through increased transaction volumes and co-selling opportunities [9] Compliance and Innovations - CrowdStrike has achieved C5 compliance and FedRAMP authorization, likely increasing government contracts and providing revenue stability [10] - The introduction of AI-based capabilities is anticipated to attract more customers [10] Stock Performance and Valuation - Year-to-date, CRWD shares have increased by 34.1%, outperforming the Zacks Security industry, which returned 17.2% [11] - CRWD is trading at a forward 12-month P/S of 22.29X, compared to the industry average of 14.24X, indicating a stretched valuation [12] Challenges and Competitive Landscape - The company faces challenges due to negative customer sentiment following a global IT outage incident [13] - Competitors like Palo Alto Networks and SentinelOne are positioned to attract CRWD's customer base amid ongoing regulatory scrutiny [16] - CrowdStrike's products compete directly with offerings from other cybersecurity firms, highlighting the competitive nature of the industry [17][18] Conclusion - Given the stretched valuation, revenue compression, and competitive pressures, it is suggested to avoid investing in CRWD stock before the upcoming earnings report [19]
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
BlackBerry Limited (BB) and CrowdStrike Holdings, Inc. (CRWD) offer cybersecurity solutions, including endpoint protection and enterprise security solutions, making them contenders in a high-growth industry driven by increasing digital threats.Amid rapid cloud deployment and digital transformation, as well as the proliferation of smart and IoT devices, cyberattacks have become highly sophisticated. This creates a more complex attack surface, necessitating advanced cybersecurity solutions for endpoints, netw ...
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 ...