DailyIQ
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Last updated 1 minute ago

CRWD·CrowdStrike Holdings, Inc.

$.
+. (+.%)
After Hours
High
$731.49
Open
$675.79
Market Cap
186.07B
52W High
$731.49
Low
$670.02
P. Close
$730.85
P/E
-
52W Low
$342.72
Fwd P/E
118.46
Mean Target
$550.53
Technical Score (1D)
100
BUY
News Sentiment
79
BULLISH
CrowdStrike is expanding its Project QuiltWorks initiative by partnering with leading cyber insurance firms to mitigate financial exposure from frontier AI risks. This collaboration integrates actuarial intelligence and underwriting expertise to offer financial protection as AI accelerates vulnerability discovery and exploitation. Concurrently, CrowdStrike is enhancing its Falcon platform through integration with Claude's Compliance API, providing centralized visibility, detection, and response for AI-driven activities. This move is expected to support strong earnings growth by enabling organizations to scale their security operations effectively in AI environments. Furthermore, CrowdStrike is expanding its reach in Germany via a partnership with SVA System Vertrieb Alexander GmbH to deploy its AI-native Falcon platform to public sector and enterprise clients. These developments suggest that fears of a "SaaSpocalypse" due to AI may be overstated for platforms integral to AI workflows, especially as the cyber threat environment intensifies and security budgets remain resilient. Investors should watch for further details on the impact of these AI-focused partnerships on customer adoption and revenue growth.
Earnings Summary
CrowdStrike Holdings, Inc. is a global cybersecurity provider specializing in cloud-delivered protection through its Falcon platform, a SaaS solution designed to secure endpoints, cloud workloads, identities, and data. Operating within the Technology sector's Software - Infrastructure industry, CrowdStrike offers a unified platform for comprehensive security needs, including threat intelligence and identity protection, delivered via subscription models. In its recent performance, CrowdStrike demonstrated a trend of increasing revenue, with Q3 2025 revenue at $1.23 billion, up from $1.17 billion in Q2 2025 and $1.10 billion in Q1 2025. Earnings per share (EPS) have also shown growth, with Q3 2025 EPS at $0.96, an increase from $0.93 in Q2 2025 and $0.73 in Q1 2025. The company has consistently beaten analyst EPS estimates in the last three reported quarters (Q4 2024, Q1 2025, Q2 2025), with actual EPS exceeding estimates by varying margins. Historically, CrowdStrike has exhibited a strong year-over-year revenue growth trajectory, although specific YoY growth percentages are not provided in the earnings data. The company has a pattern of beating EPS estimates, notably in Q4 2024 where actual EPS of $1.03 significantly surpassed the estimate of $0.86. While revenue estimates were not consistently provided, actual revenue figures have shown an upward trend across the reported quarters. Recent news highlights CrowdStrike's strategic initiatives in AI security, including partnerships to mitigate AI risks and integration with Claude's Compliance API to manage enterprise AI usage. These developments aim to enhance visibility, detection, and response for AI-driven activities, potentially driving customer adoption and revenue growth. The company has also been recognized as a Leader in identity threat detection and has expanded its reach in Germany, indicating strong market positioning and ongoing business development efforts. Looking ahead, investors will be watching for the continued impact of AI-focused partnerships and integrations on customer adoption and revenue growth. Key will be the company's ability to translate these strategic advancements into sustained financial performance, particularly in light of its strong customer expansion momentum and recognition in identity security, while also monitoring any potential market headwinds or valuation concerns.

EPS

EstBeatMiss
$0.59$0.74$0.89$1.04$1.19Q4'24Q1'25Q2'25Q3'25Q4'26Q1'27
QtrEstActual+/−
Q1'27$1.07 - -
Q4'26$1.12$1.12-0.3%
Q3'25$0.94$0.96+2.0%
Q2'25$0.83$0.93+12.1%
Q1'25$0.66$0.73+10.6%
Q4'24$0.86$1.03+19.9%

Revenue

EstBeatMiss
$1.0B$1.1B$1.2B$1.3B$1.4BQ4'24Q1'25Q2'25Q3'25Q4'26Q1'27
QtrEstActual+/−
Q1'27$1.4B - -
Q4'26$1.3B$1.3B-1.3%
Q3'25 - $1.2B -
Q2'25 - $1.2B -
Q1'25 - $1.1B -
Q4'24 - $1.1B -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

CRWD Stock Snapshot

CRWD is currently trading at $729.80, giving CrowdStrike Holdings, Inc. a market cap of 186.07B. Today's range spans $670.02–$731.49, with shares opening at $675.79 and moving down $1.05 (0.1%) from the prior close. DailyIQ's technical score sits at 100/100 (BUY) with a news sentiment reading of 79/100.

Over the past year CRWD has traded between $342.72 and $731.49 - the current price is +112.9% off the 52-week low and -0.2% from the high. 63 analysts cover the stock with a Buy consensus and a mean 12-month target of $550.53 (range $368.00–$764.00), implying downside of -24.6%.

Dividend-paying Technology stocks at the large-cap level tend to attract a different buyer mix than pure growth names - and CRWD (186.07B market cap) with a BUY read (100/100) and bullish sentiment (79/100) benefits from both income-oriented and growth-oriented flows. Price: $729.80 (near 52-week highs in $342.72–$731.49). When technical momentum aligns with that dual-buyer base, the price path tends to be more durable than single-buyer-type momentum trades.

Earnings revision cycles in large-cap Technology names tend to compound: when technicals confirm a BUY thesis (100/100) and news sentiment (79/100, bullish) supports the narrative, analyst upgrades follow price rather than lead it. At $729.80 (near 52-week highs), CRWD's position within the $342.72–$731.49 annual range suggests there's room for multiple expansion before the stock encounters meaningful technical resistance.