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01/10 05:36
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CrowdStrike Holdings Inc (CRWD) is set to release its FY2026Q2 earnings performance on 08/27 04:00:00 in After Hours trading. Consensus forecasts predict a revenue of 1.15B and an earnings per share (EPS) of 0.83 for the FY2026Q2. With Intellectia's exclusive AI algorithms, users can predict whether the earnings will beat or miss expectations before the report drops. Leverage this powerful tool to strategize and position your trades ahead of the earnings release!
The forecast suggests a neutral outlook, with partnerships and revenue growth offset by high valuations and cautious analyst sentiment.
The Fact Data presents a mixed picture:
Expanded AWS collaboration (AI-driven Falcon-MCP and Red Team Services) and Zscaler migration support could drive Net New ARR growth and enhance revenue visibility.
Strategic alliances with Resilience and Red Canary strengthen cross-selling opportunities, supporting Total Revenue growth.
Multiple downgrades (Piper Sandler, Bernstein, Morgan Stanley) cite rich valuations and limited near-term upside, suggesting market expectations are already elevated.
Evercore ISI’s "subdued" channel checks imply potential softness in Net New ARR growth, a critical investor focus.
Key Watch Item: Net New ARR growth rate and management’s commentary on enterprise budget trends during the earnings call.
The earnings call highlights strong financial performance, with record net income and high subscription gross margins. Product development is robust, with emerging segments performing well and AI integration enhancing offerings. Market strategy is solid, with strategic partnerships and a focus on observability. Financial health is strong, despite high operating expenses. Shareholder returns are not explicitly mentioned, but overall guidance is optimistic. The Q&A section supports these positives, with analysts showing interest in growth areas. The absence of market cap data suggests a moderate reaction, leading to a positive stock price prediction.
The earnings call summary and Q&A session reveal strong financial performance, strategic partnerships, and optimistic guidance. Key highlights include robust ARR growth, high subscription gross margins, and a significant share repurchase plan. The company is confident in its market strategy, with successful product adoption and strategic realignment for growth. While the management was unclear about growth sustainability beyond FY '26, the positive outlook for net retention, acquisitions, and market positioning supports a positive sentiment. The absence of specific market cap data suggests a moderate positive impact on stock price.
CrowdStrike Holdings Inc (CRWD) is scheduled to release its FY2026Q2 earnings report onAug 27, 2025, After Hours(approximately 4:00 PM ET). This timing allows investors to react during after-hours trading, with a conference call typically following shortly after.
Analysts' consensus predicts 1.15B in revenue and an EPS of 0.83 for CrowdStrike Holdings Inc's FY2026Q2.
Intellectia's exclusive AI algorithms forecast a Neutral forCrowdStrike Holdings Inc's FY2026Q2 earnings, with a prediction date of Aug 27, 2025. CrowdStrike Holdings Inc The forecast suggests a neutral outlook, with partnerships and revenue growth offset by high valuations and cautious analyst sentiment.
Leverage Intellectia's AI forecast to position trades ahead of theAug 27, 2025 release—consider calls for a beat scenario or protective puts for misses. Focus on pre-market volatility, and use the scenario probabilities to build strategies around revenue and guidance updates.
Intellectia's predictions are backed by rigorous backtesting, showing a high hit rate for Beat and Miss calls compared to traditional analysis. While no forecast is 100% certain, we provide probability-based scenarios (e.g., 50% chance of a *Beat*) and detailed rationales to help you make informed decisions. Combine our insights with your strategy for the best results—it's like having a co-pilot for earnings season! Empowering users to strategize trades before reports drop.
AI Earnings Prediction uses advanced Large Language Models (LLMs) to analyze a wealth of data, including past earnings transcripts, real-time market sentiment, analyst insights, and company news from the last three months. It focuses on key indicators like revenue, EPS, and margins to predict whether a company will *Beat*, *Miss*, or remain Neutral relative to market expectations. Think of it as a super-smart analyst crunching numbers and news 24/7 to give you a trading edge!
Predictions are generated two days before a company’s earnings release (e.g., 5:00 PM ET on Feb 13 for a Feb 15 report) to capture the latest market and company data. They’re updated in real-time if significant news breaks, ensuring you get fresh insights.
Currently, AI Earnings Prediction focuses on companies with market caps above $40 billion, covering major players like SPG, AAPL, MSFT, and NVDA for the 2024-2025 earnings seasons. We prioritize high-impact stocks with robust data to ensure reliable forecasts. Stay tuned as we expand coverage to more companies based on user demand!
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