CrowdStrike Q1 Earnings Beat Estimates but Stock Falls
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Source: stocktwits
- Earnings Beat: CrowdStrike reported Q1 adjusted EPS of $1.10, exceeding the $1.07 estimate, while revenue reached $1.39 billion, surpassing the $1.36 billion forecast, indicating strong performance in the cybersecurity sector.
- Recurring Revenue Growth: As of April 30, 2026, CrowdStrike's annual recurring revenue (ARR) stood at $5.51 billion, reflecting a 24% year-over-year increase, with $255.8 million in net new ARR added this quarter, showcasing success in customer acquisition and retention.
- Steady Guidance: The company guided for Q2 adjusted EPS of $1.16 to $1.17, in line with expectations, and revenue guidance of $1.43 billion to $1.44 billion, demonstrating confidence in future performance despite market pressures.
- Stock Split Announcement: CrowdStrike announced a 4-for-1 stock split, with shareholders of record on June 25, 2026, receiving three additional shares for each share held, expected to enhance stock liquidity and attract more investors starting July 2, 2026.
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Analyst Views on CRWD
Wall Street analysts forecast CRWD stock price to fall
34 Analyst Rating
23 Buy
11 Hold
0 Sell
Moderate Buy
Current: 768.950
Low
353.00
Averages
559.71
High
640.00
Current: 768.950
Low
353.00
Averages
559.71
High
640.00
About CRWD
CrowdStrike Holdings, Inc. is a global cybersecurity company that provides cloud-delivered protection of endpoints, cloud workloads, identity and data. Its Falcon platform is designed for cybersecurity consolidation, purpose-built to stop breaches. The platforms collect and integrate data from across the enterprise, including endpoints, cloud workloads, identities, and third-party sources. It offers 29 cloud modules on its Falcon platform via a software as a service (SaaS) subscription-based model that spans multiple large markets, including corporate endpoint and cloud workload security, managed security services, security and vulnerability management, information technology (IT) operations management, identity protection, next-generation security information and event management (SIEM) and log management, threat intelligence services, data protection, SaaS security posture management, automation and response (SOAR) and artificial intelligence powered workflow automation, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Recurring Revenue Growth: As of April 30, 2026, CrowdStrike's annual recurring revenue (ARR) stood at $5.51 billion, reflecting a 24% year-over-year increase, with $255.8 million in net new ARR added this quarter, showcasing success in customer acquisition and retention.
- Steady Guidance: The company guided for Q2 adjusted EPS of $1.16 to $1.17, in line with expectations, and revenue guidance of $1.43 billion to $1.44 billion, demonstrating confidence in future performance despite market pressures.
- Stock Split Announcement: CrowdStrike announced a 4-for-1 stock split, with shareholders of record on June 25, 2026, receiving three additional shares for each share held, expected to enhance stock liquidity and attract more investors starting July 2, 2026.
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CrowdStrike (CRWD) Q1 2027 Earnings Transcript
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- Significant Revenue Growth: The company experienced a 26% year-over-year revenue increase, with net income reaching $27.8 million, a stark contrast to last year's net loss of $104.3 million, showcasing CrowdStrike's enhanced profitability amid rising market demand.
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- Earnings Impact: Both Broadcom and CrowdStrike saw their stock prices decline post-earnings, with Broadcom dropping by 5%, indicating market concerns over its future growth prospects, which could undermine investor confidence.
- Market Reaction: CrowdStrike's shares fell by 4%, as despite revenue growth reported in its earnings, higher-than-expected expenditures led to profit declines, intensifying market worries about its profitability and potentially affecting short-term stock performance.
- SpaceX IPO Developments: The IPO price target and size for SpaceX have been set, with the offering expected next week, which could attract significant investor interest and further drive capital inflow into the space industry.
- Investor Interest: As the SpaceX IPO approaches, market enthusiasm for investments in the space sector is rising, potentially having a positive impact on the stock prices of related companies, particularly those in technology and innovation sectors.
See More
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- Earnings Beat: CrowdStrike reported Q1 adjusted EPS of $1.10, exceeding the $1.07 estimate, while revenue reached $1.39 billion, surpassing the $1.36 billion forecast, indicating strong performance in the cybersecurity sector.
- Recurring Revenue Growth: As of April 30, 2026, CrowdStrike's annual recurring revenue (ARR) stood at $5.51 billion, reflecting a 24% year-over-year increase, with $255.8 million in net new ARR added this quarter, showcasing success in customer acquisition and retention.
- Steady Guidance: The company guided for Q2 adjusted EPS of $1.16 to $1.17, in line with expectations, and revenue guidance of $1.43 billion to $1.44 billion, demonstrating confidence in future performance despite market pressures.
- Stock Split Announcement: CrowdStrike announced a 4-for-1 stock split, with shareholders of record on June 25, 2026, receiving three additional shares for each share held, expected to enhance stock liquidity and attract more investors starting July 2, 2026.
See More
US Stock Indices Decline Amid Tensions and Economic Data
- Market Retreat: On Wednesday, the S&P 500 index fell by 0.74%, the Dow Jones Industrial Average dropped by 1.21%, and the Nasdaq 100 index decreased by 0.29%, indicating market vulnerability amid escalating US-Iran tensions that negatively impacted investor sentiment.
- Oil Price Surge: WTI crude oil prices rose over 2% to a 1.5-week high following the US interception of Iranian missiles and drones, heightening concerns about Middle Eastern stability and potentially affecting global supply chains and inflation expectations.
- Strong Employment Data: The US May ADP employment change increased by 122,000, surpassing expectations of 120,000, signaling signs of economic recovery that could support the stock market, although overall market performance remains influenced by other factors.
- Divergent Tech Stock Performance: While Marvell Technology rose over 3%, software and cybersecurity stocks faced significant declines, with Datadog and IBM dropping more than 6%, reflecting a lack of confidence in the tech sector despite some positive developments.
See More
CrowdStrike (CRWD) Q1 2027 Earnings Transcript
See More
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- Broadcom Revenue Miss: Broadcom reported fiscal Q2 revenue of $22.19 billion, falling short of the $22.27 billion expected by analysts, marking its first revenue miss since December 2024, which led to a 5% drop in shares and raised concerns among investors.
- Five Below's Outlook: Despite projecting Q2 revenue between $1.18 billion and $1.2 billion, exceeding the $1.15 billion estimate, Five Below's shares fell nearly 9%, reflecting broader market apprehensions regarding the retail sector's performance.
- Petco's Earnings Warning: Petco anticipates Q2 revenue growth of only 0.3%, below the 0.7% consensus, with adjusted EBITDA expected between $110 million and $112 million, missing the $115 million target, resulting in a more than 4% decline in its stock price.
- C3.ai Surpasses Expectations: C3.ai reported a fourth-quarter adjusted loss of 33 cents per share on revenue of $52 million, outperforming analyst expectations of a 37-cent loss and $50 million in revenue, leading to a more than 4% increase in its stock price, indicating strong market confidence in its AI software applications.
See More
CrowdStrike Announces Four-for-One Stock Split Amid Strong Earnings
- Earnings Beat: CrowdStrike reported its fiscal 2027 Q1 earnings with adjusted EPS of $1.10, slightly above the $1.07 expected, and revenue of $1.39 billion, surpassing the $1.36 billion estimate, indicating robust performance in the cybersecurity sector.
- Significant Revenue Growth: The company experienced a 26% year-over-year revenue increase, with net income reaching $27.8 million, a stark contrast to last year's net loss of $104.3 million, showcasing CrowdStrike's enhanced profitability amid rising market demand.
- Stock Split Impact: CrowdStrike announced a four-for-one stock split, closing at $747.61 on Wednesday, aimed at increasing stock liquidity and attracting more investors, which is expected to have a positive effect on the stock price.
- AI Security Infrastructure: CEO George Kurtz highlighted CrowdStrike's critical role in AI security infrastructure, as companies accelerate the adoption of advanced AI tools, positioning CrowdStrike at the intersection of cybersecurity and AI technology, likely driving future growth.
See More
