Headquartered in Austin, Texas, CrowdStrike Holdings, Inc. (CRWD) is a global leader in cybersecurity, providing cutting-edge endpoint protection and threat intelligence to organizations worldwide. Known for its innovative Falcon platform, CrowdStrike helps businesses detect, prevent, and respond to sophisticated cyber threats. With a market cap of $92.3 billion, the company continues to drive advancements in cloud-based security solutions. CrowdStrike is set to release its Q4 earnings results on Tuesday, Mar. 4.
Ahead of the event, analysts expect CRWD to report a profit of $0.01 per share, down 95.8% from $0.24 in the year-ago quarter. The company has surpassed Wall Street's earnings estimates in three of the last four quarters while missing on one other occasion. Its earnings of $0.08 per share for the last quarter surpassed the consensus estimate by a whopping 700%.
For fiscal 2025, analysts expect CRWD to report an EPS of $0.55, up 10% from $0.50 in fiscal 2024.
CrowdStrike’s shares have gained 28.7% over the past year, outperforming the S&P 500 Index's ($SPX) 22.9% gain and the Technology Select Sector SPDR Fund’s (XLK) 12.8% returns during the same period.
CrowdStrike Holdings has outperformed the broader benchmark, fueled by robust revenue growth, consistent earnings beats, a strong position in the cybersecurity market, and optimistic management guidance.
Despite surpassing Wall Street expectations in its Q3 earnings report on Nov. 26, the stock fell 4.6% in the next trading session. The company reported $1.01 billion in revenue, a 28.5% year-over-year increase, beating estimates by 2.8%. Adjusted operating income reached $194.9 million with a 19.3% margin, exceeding forecasts by 15.1%, while Q4 revenue guidance of $1.03 billion aligned with expectations.
The consensus opinion on CRWD stock is bullish, with an overall “Strong Buy” rating. Of 44 analysts covering the stock, 34 advise a “Strong Buy” rating, three indicate a “Moderate Buy,” and seven suggest a “Hold.”
CRWD's average analyst price target is $386.61, suggesting a potential upside of 3.4% from the current levels.
