Here are the earnings estimates, what analysts are saying ahead of the report and the key items to watch.
• CrowdStrike Holdings stock is challenging resistance. Why are CRWD shares at highs?
CrowdStrike Q1 Earnings Estimates
Analysts expect CrowdStrike to report first-quarter revenue of $1.36 billion, up from $1.10 billion, according to data from Benzinga Pro.
The company has beaten analyst estimates for revenue in three straight quarters and in nine of the past 10 quarters overall.
Analysts expect CrowdStrike to report first-quarter earnings per share of 88 cents, up from 73 cents per share year-over-year.
The company has beaten analyst estimates for earnings per share in more than 20 straight quarters.
What CrowdStrike Analysts Are Saying
Wedbush analyst Dan Ives expects strong earnings from CrowdStrike, with the company having a large scale and ability to widen its moat.
“The increased use of AI has dramatically lowered the cost, skill and time required to execute sophisticated attacks while massively elevating their scale/precision,” Ives said.
The analyst reiterated an Outperform rating and a price target of $700 ahead of earnings.
Ives said that AI multiplys the need for better cybersecurity efforts from companies.
“CRWD’s federal pipeline also remains a key growth engine with the company benefiting from accelerated cyber budget use post-Iran conflict and a steady drumbeat of large enterprise wins.”
Here are other recent analyst ratings on CrowdStrike and their price targets:
Key Items to Watch
The quarterly results from CrowdStrike come a day after peer Palo Alto Networks (NASDAQ:PANW) reported results and saw shares soar in the after-hours trading session.
Investors and analysts will likely be looking for a similar story of growth and guidance when CrowdStrike reports.
In the fourth quarter, revenue was up 23% year-over-year for CrowdStrike, with strength from subscription revenue and annual recurring revenue.
CrowdStrike founder and CEO George Kurtz said AI is creating more opportunities for the company with increased needs to secure more layers of the company’s business.
“The AI revolution is creating a massive growth opportunity for CrowdStrike, one that our technology team and ecosystem are well positioned to continue winning,” Kurtz said.
Investors and analysts will be looking for more optimism on the AI opportunity.
CrowdStrike Stock Price Action
CrowdStrike stock closed down 1.69% to $768.95 on Tuesday versus a 52-week trading range of $342.72 to $785.66. CrowdStrike stock is up 69.5% year-to-date in 2026, recently setting new all-time highs.
Photo: IgorGolovniov / Shutterstock
