CRWD

CrowdStrike Holdings CRWD is scheduled to report its first-quarter fiscal 2027 results on June 3, 2026. CrowdStrike anticipates revenues between $1.36 billion and $1.364 billion for the first quarter of fiscal 2027. The Zacks Consensus Estimate for CrowdStrike’s fiscal first-quarter revenues is pegged at $1.36 billion, indicating year-over-year growth of 23.5%. For the fiscal first quarter, the company expects non-GAAP earnings per share between $1.06 and $1.07. The Zacks Consensus Estimate for CrowdStrike’s fiscal first-quarter earnings is pegged at $1.07 per share, implying a year-over-year increase of 46.6%. The consensus mark for earnings has remained unchanged over the past 30 days. Image Source: Zacks Investment Research CrowdStrike’s earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, the average surprise being 6.7%. CrowdStrike price-eps-surprise | CrowdStrike Quote Our proven model does not conclusively predict an earnings beat for CrowdStrike this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here. CrowdStrike has an Earnings ESP of 0.00% and carries a Zacks Rank #3 at present. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter. You can see the complete list of today’s Zacks #1 Rank stocks here. CrowdStrike’s first-quarter fiscal 2027 results are likely to benefit from the robust demand for its cybersecurity products, given the increasing number of threat incidents across the globe. As a rising number of employees log into the enterprise's network, the vulnerabilities of cyber breaches lead to a greater need for security. These factors are likely to have spurred the demand for CrowdStrike’s products in the fiscal first quarter. CrowdStrike’s Falcon Flex subscription model is expected to have remained a major growth driver. Annual recurring revenue (ARR) from Flex accounts crossed $1.69 billion, growing more than 120% year over year during the fourth quarter of fiscal 2026, showing strong adoption across enterprise customers. Falcon Flex helps customers adopt new modules without long contract steps, which leads to faster platform usage. This structure is leading to larger deals. During the fourth quarter, CrowdStrike highlighted several Falcon Flex expan...

Broadcom stock is near highs ahead of earnings, along with other hot tech stocks like Credo Technology and fiber optic leader Ciena.

May 28 (Reuters) - Cybersecurity company SentinelOne forecast second-quarter revenue below analysts' expectations on Thursday and said it would cut ‌about 8% of its workforce as it looks to invest ‌in growth areas such as AI, data and cloud. The company also missed first-quarter revenue ​estimates, sending its shares slumping 18% in extended trading. Here are some details: • SentinelOne faces intense competition from larger rivals such as CrowdStrike and Palo Alto Networks, as well as from Microsoft, which is bundling security ‌features into its products. • ⁠Even as ransomware and nation-state threats boost cybersecurity demand, some corporate clients are tightening their budgets, scrutinizing ⁠deals and extending sales cycles. • SentinelOne expects a one-time charge of nearly $25 million related to the restructuring, of which $15 million are cash-based expenditures. • As ​of January ​2026, the company had more ​than 2,900 full-time employees worldwide. • ‌SentinelOne forecast second-quarter revenue to be between $289 million and $291 million, below analysts' average estimate of $292 million, according to data compiled by LSEG. • It expects adjusted profit per share in the range of 6 cents to 8 cents, while analysts expect 8 cents. • Revenue for the ‌first quarter ended April 30 came ​in at $276.7 million, missing the estimate of $277.3 ​million. • The company reaffirmed its ​fiscal 2027 revenue and adjusted profit per share ‌forecasts. • SentinelOne uses AI to help ​businesses monitor and ​secure laptops, servers and other devices connected to their networks. • Its Singularity platform aims to be an all-in-one solution for ​security teams, a strategy ‌that has become critical as firms look to simplify their ​security infrastructure. (Reporting by Juby Babu in Mexico City; Editing ​by Shreya Biswas and Shilpi Majumdar)

Interested in Okta, Inc.? Here are five stocks we like better. Okta’s AI agent strategy is a major focus, with executives saying customers are highly interested in using Okta to discover, govern and manage AI agents as “first-class identities.” The company said early pipeline interest is strong, but the new AI products are not yet contributing materially to results. Newer products are becoming more important to the business, accounting for about 25% of Q1 bookings, up sharply from a year ago. Okta Identity Governance led the mix, while privileged access is also gaining traction. Okta guided for 9% revenue growth in fiscal Q2 and 9% to 10% growth for the full year fiscal 2027, alongside healthy operating and free cash flow margins. The company also highlighted strong enterprise and partner momentum, plus continued share buybacks and a solid cash position. Okta and CrowdStrike Could Be the Backbone of AI Security Okta (NASDAQ:OKTA) executives said the identity security company began fiscal 2027 with strong first-quarter momentum, citing large enterprise demand, partner engagement and contributions from newer products, while emphasizing artificial intelligence agents as a major emerging opportunity for the business. Chief Executive Officer and Co-Founder Todd McKinnon said Okta’s core business remained durable across both the Okta and Auth0 platforms. He told investors that the company’s AI strategy was the top area of interest among customers and investors, describing AI agents as “the fastest-growing identity in the enterprise, but also the least governed.” → Rocket Lab Keeps Making Headlines and Highs—Here's What's Driving the Latest Move Okta Earnings Beat, But Growth Questions Remain McKinnon said Okta is positioning itself to manage AI agents as “first-class identities” within existing identity management systems. He said enterprises will need to answer three questions: where their agents are, what they can connect to and what they can do. Okta for AI Agents became generally available last month, according to McKinnon. The product is designed to give enterprises a control plane to discover, govern and manage agents. Auth0 for AI Agents is aimed at developers building secure agents into B2B, B2C and internal applications. → Quantum Stocks Just Got a Lifeline—Who Benefits Most? After a Brutal Selloff, Are These 3 SaaS Giants About to Bounce? McKinnon said p...

Interested in Nutanix? Here are five stocks we like better. Q3 results beat guidance across key metrics, with revenue of $703 million and ARR up 15% year over year to $2.43 billion. Nutanix also added more than 700 new customers and posted strong margins and free cash flow. Supply chain and server hardware constraints remain a major headwind, driving higher prices and longer lead times that are slowing conversions from bookings to revenue. Management expects these pressures to continue into fiscal 2027. Nutanix raised its full-year outlook for fiscal 2026, citing stronger bookings and demand from VMware migration, hybrid cloud, AI, and external storage use cases. The company also boosted its share repurchase authorization by $750 million. From CrowdStrike to Chewy, These Tanking Stocks Are Announcing Buybacks Nutanix (NASDAQ:NTNX) reported fiscal third-quarter results above its guidance ranges, with management pointing to healthy demand for hybrid cloud, application modernization and AI-related offerings, while also warning that server hardware supply constraints and higher prices continue to affect customer timelines. President and CEO Rajiv Ramaswami said the company delivered quarterly revenue of $703 million, above its guidance range, and annual recurring revenue, or ARR, grew 15% year over year to $2.43 billion. The company also added more than 700 new customers during the quarter. → Voya Financial Grows Earnings Across All 3 Business Segments MarketBeat Week in Review – 12/15 - 12/19 “In our third quarter, we continued to see healthy demand for our solutions, as reflected in our strong bookings and outperformance versus our guided metrics,” Ramaswami said. He attributed demand to businesses seeking to modernize IT footprints, adopt hybrid cloud operating models and deploy cloud-native applications, including AI. CFO Rukmini Sivaraman said Nutanix reported results “above the high end of the range for all guided metrics.” Revenue of $703 million exceeded the company’s prior guidance of $680 million to $690 million. → SpaceX Gets the Attention, But These 4 Stocks Could Get the Returns Is Nutanix the Best Comeback Trade Left in 2025? The Setup Says Yes ARR ended the quarter at $2.435 billion, up 15% from a year earlier, while net dollar-based retention rate was 106%. Average contract duration was 3.4 years, slightly higher than the company expected. Sivara...

Zscaler, Inc. ZS is scheduled to report third-quarter fiscal 2026 results on May 26, after market close. For the fiscal third quarter, Zscaler projects total revenues between $834 million and $836 million. The Zacks Consensus Estimate is pegged at $834.8 million, suggesting growth of 23.1% from the year-ago quarter. Zscaler anticipates non-GAAP earnings per share between $1.00 and $1.01. The consensus mark for non-GAAP earnings has remained unchanged at $1.00 over the past 60 days, which indicates a 19% increase from the year-ago quarter’s level. Image Source: Zacks Investment Research Zscaler’s earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with the average surprise being 12.42%. Zscaler, Inc. price-consensus-eps-surprise-chart | Zscaler, Inc. Quote Our proven model does not conclusively predict an earnings beat for Zscaler this season. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. However, that’s not the case here. You can see the complete list of today’s Zacks #1 Rank stocks here. ZS currently carries a Zacks Rank #3 and has an Earnings ESP of 0.00%. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter. Zscaler’s third-quarter results are expected to benefit from its security and networking solutions, given the rising demand for AI security. Momentum in its Zero Trust Everywhere platform is likely to have driven larger platform deals and customer consolidation in the to-be-reported quarter. In the second quarter of fiscal 2026, the number of Zero Trust Everywhere customers surpassed 550, up sharply from 130 in the prior-year period. Strong momentum with Global 2000 and Fortune 500 customers and $1 million ARR customers, driven by the ongoing digital transformation across organizations and the growing popularity of hybrid work, is likely to have been a key catalyst in the to-be-reported quarter. Zscaler’s growing enterprise penetration may have also been a tailwind in this quarter. Another important growth driver in the to-be-reported quarter would have been its Z-Flex program, which is helping the company secure larger multi-year contracts. Introduced in the third quarter of fiscal 2025, the program generated more than $290 million in total contract value bookings in the second qua...

SentinelOne (NYSE:S) primarily earns revenue by providing a centralized threat detection and response platform that helps organizations secure their enterprise endpoints, cloud workloads, and connected devices. It recently expanded its security partnership with Google Cloud, and reported a net income margin of approximately -41% for the quarter ended Jan. 31, 2026. CrowdStrike (NASDAQ:CRWD) primarily generates revenue by selling subscriptions to its cloud-delivered protection platform, which secures corporate endpoints, identity systems, and data against cyber threats. It recently achieved new federal security authorizations, while recording a net income margin of about 3% for the quarter ended Jan. 31, 2026. Revenue helps investors measure the total amount of money a business brings in before any expenses are deducted. This helps investors gauge raw business scale and growth. Image source: The Motley Fool. Data source: Company filings. Data as of May 10, 2026. Comparing the revenue generated by SentinelOne and CrowdStrike shows these two cybersecurity companies are experiencing consistent quarterly sales growth. As the larger business, CrowdStrike’s revenue overshadows SentinelOne’s, but each is successfully capturing customer spending as their revenue trend demonstrates. This makes sense given the importance of cybersecurity in today’s digital-focused world. Both saw their share prices plunge in the first quarter of 2026 after Wall Street worried artificial intelligence would eat into their businesses, leading to a widespread sell-off in the cybersecurity sector. As their most recent quarterly sales show, SentinelOne and CrowdStrike continue to grow revenue, suggesting that AI is not affecting them at this point. In fact, they are using AI in their platforms with SentinelOne touting its position as one of the first cybersecurity companies to do so. Although both hit 52-week lows this year, their share prices are making a comeback as investors began to realize their AI fears are proving unfounded. Recently, CrowdStrike stock has been approaching its 52-week high of $566.90 reached last year. The company’s most recent quarterly revenue of $1.3 billion, for its fiscal Q4 ended Jan. 31, is a 23% increase compared to the prior year’s $1 billion. SentinelOne’s latest quarterly sales of $271.2 million, for its fiscal Q4 ended Jan. 31, represents 20% year-over-yea...

AUSTIN, Texas, May 07, 2026--(BUSINESS WIRE)--CrowdStrike Holdings, Inc. (Nasdaq: CRWD), today announced that it will release financial results for its fiscal first quarter 2027 ended April 30, 2026 after the U.S. market close on Wednesday, June 3, 2026. CrowdStrike will host a conference call that day at 2:00 p.m. Pacific time (5:00 p.m. Eastern time) to discuss the results. To register for the live event please visit https://crowdstrike-fiscal-first-quarter-2027-results-conference-call.open-exchange.net/ A live webcast of the conference call and the financial results press release will be accessible from the CrowdStrike investor relations website at ir.crowdstrike.com. An audio webcast replay of the conference call will be available on the investor relations website for one year. About CrowdStrike Holdings CrowdStrike (NASDAQ: CRWD), a global cybersecurity leader, has redefined modern security with the world’s most advanced cloud-native platform for protecting critical areas of enterprise risk – endpoints and cloud workloads, identity and data. Powered by the CrowdStrike Security Cloud and world-class AI, the CrowdStrike Falcon® platform leverages real-time indicators of attack, threat intelligence, evolving adversary tradecraft and enriched telemetry from across the enterprise to deliver hyper-accurate detections, automated protection and remediation, elite threat hunting and prioritized observability of vulnerabilities. Purpose-built in the cloud with a single lightweight-agent architecture, the Falcon platform delivers rapid and scalable deployment, superior protection and performance, reduced complexity and immediate time-to-value. CrowdStrike: We stop breaches. For more information, please visit: ir.crowdstrike.com © 2026 CrowdStrike, Inc. All rights reserved. CrowdStrike and CrowdStrike Falcon are marks owned by CrowdStrike, Inc. and are registered in the United States and other countries. CrowdStrike owns other trademarks and service marks and may use the brands of third parties to identify their products and services. View source version on businesswire.com: https://www.businesswire.com/news/home/20260506940232/en/ Contacts Investor Relations Contact CrowdStrike Holdings, Inc. Andrew Nowinski [email protected] 669-721-0742

It has been about a month since the last earnings report for CrowdStrike Holdings (CRWD). Shares have lost about 3.5% in that time frame, outperforming the S&P 500. Will the recent negative trend continue leading up to its next earnings release, or is CrowdStrike due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the latest earnings report in order to get a better handle on the important catalysts. CrowdStrike reported non-GAAP earnings per share of $1.12 for the fourth quarter of fiscal 2026, which surpassed the Zacks Consensus Estimate by 1.6%. The bottom line increased 8.7% on a year-over-year basis. The company’s fourth-quarter revenues of $1.31 billion surpassed the consensus estimate by 0.68%. Moreover, the top line increased 23.6% year over year. Subscription revenues (95.2% of the total revenues) jumped 23.2% year over year to $1.24 billion. Professional services revenues (4.8% of the total revenues) increased 25.7% year over year to $63.1 million. As of Jan. 31, 2026, annual recurring revenues (ARR) were $5.25 billion, up 24% year over year. The company added $330.7 million to its net new ARR in the reported quarter. CrowdStrike’s subscription customers, who adopted six or more cloud modules, represented 50% of the total subscription customers, those with seven or more cloud modules accounted for 34%, and those with eight or more cloud modules represented 24% as of Jan. 31, 2026. CrowdStrike’s gross profit increased 25.9% to $989.5 million in the fiscal fourth quarter from $786.2 million in the year-ago quarter. The non-GAAP gross margin increased 100 basis points to 79%. The non-GAAP subscription gross profit soared 24.4% year over year to $1 billion, while the gross margin expanded 100 basis points (bps) year over year to 81%. The non-GAAP professional gross profit increased 35.9% to $21.9 million, while the gross margin expanded 300 bps to 35% on a year-over-year basis. CrowdStrike’s total non-GAAP operating expenses increased 19.8% to $703.2 million from $586.9 million reported in the year-ago quarter. As a percentage of revenues, non-GAAP operating expenses decreased 300 basis points to 54%. Non-GAAP sales and marketing expenses jumped 15.5% year over year to $384.7 million. Non-GAAP research and development expenses climbed 24.9% year over year to $246.3 million. Non-GAAP gene...

March 12 (Reuters) - Cybersecurity firm SentinelOne forecast quarterly profit below Wall Street estimates on Thursday, signaling a cautious stance ‌amid intense competition from larger rivals and a finance leadership ‌transition. Shares of the Mountain View, California-based company were down over 2% after the bell. The company faces competition from larger rivals such as CrowdStrike and Palo Alto Networks, as well as from Microsoft, which is bundling security features into its enterprise software. The cybersecurity market has also been rattled by ‌concerns over the rise ⁠of artificial intelligence tools, which could commoditize certain security functions. The company's biggest product is an AI-powered cybersecurity platform ⁠called Singularity, which aims to autonomously prevent, detect and respond to cyberattacks across devices, cloud workloads and data centers. It also offers Purple AI, designed to help security teams speed up the process of hunting for ‌digital threats. A cautious macroeconomic environment continues to pressure corporate IT budgets, which could also temper the company's growth. Ahead of the results, analysts said SentinelOne could provide a more conservative initial guidance for fiscal 2027, as incoming finance chief Sonalee Parekh gets established. The company expects adjusted ‌profit per share between 1 cent and 2 cents for the fiscal first quarter, below analysts' average estimate of 5 cents, according to data compiled by ‌LSEG. It expects revenue between $276 million and $278 million for the quarter, largely in line with estimates of $277 million. For the fourth quarter ended January 31, SentinelOne's revenue rose 20% to $271.2 million, in line with ‌estimates. Adjusted profit came in at 7 cents per share, beating estimates of 6 cents apiece. (Reporting by Anhata Rooprai in Bengaluru; Editing by Sahal Muhammed)

CrowdStrike Holdings CRWD shares have jumped 9.6% since the company reported its fourth-quarter fiscal 2026 results on March 3. The rise in share price can be attributed to better-than-expected fourth-quarter fiscal 2026 results. In the fourth quarter of fiscal 2026, CrowdStrike reported non-GAAP earnings per share of $1.12, which surpassed the Zacks Consensus Estimate by 1.6%. The bottom line increased 8.7% on a year-over-year basis. The company’s fourth-quarter revenues of $1.31 billion surpassed the consensus estimate by 0.68%. The top line increased 23.6% year over year. CrowdStrike shares have soared 38.9% in the trailing 12-month period, outperforming the Zacks Security industry’s decline of 0.1%. The stock has outperformed other industry peers, including Palo Alto Networks PANW, Zscaler ZS and Fortinet FTNT. Shares of Palo Alto Networks, Zscaler and Fortinet have plunged 5%, 15.7% and 12.9%, respectively, over the trailing 12-month period. Image Source: Zacks Investment Research CrowdStrike has been riding on strong enterprise demand for artificial intelligence (AI)-native cybersecurity solutions. But with the stock outperforming the industry and peers, the question arises: Does it still have room to run, or is it time for investors to consider taking profits? Let’s find out. CrowdStrike’s subscription business model is driving its overall top-line performance. The company’s revenues crossed the $1 billion mark for the sixth consecutive time during the fourth quarter of fiscal 2026 and marked a year-over-year improvement of nearly 23%. This was partly achieved due to the strong adoption of the Falcon Flex Subscription Model, which allows customers to commit upfront and later choose modules, eliminating procurement friction. CrowdStrike’s subscription customers, who adopted six or more cloud modules, represented 50% of the total subscription customers at the end of the second quarter. Those with seven or more cloud modules accounted for 34%, and those with eight or more cloud modules represented 24% as of Jan. 31, 2026. In the fourth quarter, Annual Recurring Revenues (ARR) from Falcon Flex customers reached $1.69 billion, rising more than 120% on a year-over-year basis. Management said Falcon Flex is now one of the most common ways customers choose to buy and expand on the Falcon platform. Falcon Flex helps customers adopt new modules without long con...

CrowdStrike CRWD reported non-GAAP earnings per share of $1.12 for the fourth quarter of fiscal 2026, which surpassed the Zacks Consensus Estimate by 1.6%. The bottom line increased 8.7% on a year-over-year basis. CrowdStrike’s earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, the average surprise being 6.6%. The company’s fourth-quarter revenues of $1.31 billion surpassed the consensus estimate by 0.68%. Moreover, the top line increased 23.6% year over year. Subscription revenues (95.2% of the total revenues) jumped 23.2% year over year to $1.24 billion. Professional services revenues (4.8% of the total revenues) increased 25.7% year over year to $63.1 million. CrowdStrike price-consensus-eps-surprise-chart | CrowdStrike Quote As of Jan. 31, 2026, annual recurring revenues (ARR) were $5.25 billion, up 24% year over year. The company added $330.7 million to its net new ARR in the reported quarter. CrowdStrike’s subscription customers, who adopted six or more cloud modules, represented 50% of the total subscription customers, those with seven or more cloud modules accounted for 34%, and those with eight or more cloud modules represented 24% as of Jan. 31, 2026. CrowdStrike’s gross profit increased 25.9% to $989.5 million in the fiscal fourth quarter from $786.2 million in the year-ago quarter. The non-GAAP gross margin increased 100 basis points to 79%. The non-GAAP subscription gross profit soared 24.4% year over year to $1 billion, while the gross margin expanded 100 basis points (bps) year over year to 81%. The non-GAAP professional gross profit increased 35.9% to $21.9 million, while the gross margin expanded 300 bps to 35% on a year-over-year basis. CrowdStrike’s total non-GAAP operating expenses increased 19.8% to $703.2 million from $586.9 million reported in the year-ago quarter. As a percentage of revenues, non-GAAP operating expenses decreased 300 basis points to 54%. Non-GAAP sales and marketing expenses jumped 15.5% year over year to $384.7 million. Non-GAAP research and development expenses climbed 24.9% year over year to $246.3 million. Non-GAAP general and administrative expenses increased 2.8% year over year to $73.2 million. The non-GAAP operating income increased 44.9% to $325.8 million. The non-GAAP operating margin for the quarter contracted 400 bps year over year to 25%. As of Jan. 31, 2026, cash and cash e...