CRWD

It has been about a month since the last earnings report for CrowdStrike Holdings (CRWD). Shares have added about 7.9% in that time frame, outperforming the S&P 500. But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is CrowdStrike due for a pullback? Well, first let's take a quick look at the latest earnings report in order to get a better handle on the recent catalysts for CrowdStrike before we dive into how investors and analysts have reacted as of late. CrowdStrike reported non-GAAP earnings per share of $1.10 for the first quarter of fiscal 2027, which surpassed the Zacks Consensus Estimate by 2.8%. The bottom line increased 50.7% on a year-over-year basis. The company’s first-quarter revenues of $1,385.63 million surpassed the consensus estimate by 1.7%. The top line increased 25.6% year over year. Subscription revenues jumped 25.7% year over year to $1,320.85 million. Professional services revenues increased 23% year over year to $64.78 million. As of April 30, 2026, annual recurring revenues (ARR) were $5.51 billion, up 24% year over year. The company added $255.8 million to its net new ARR in the reported quarter. As of April 30, 2026, CrowdStrike’s subscription customers, who adopted six or more cloud modules, represented 51% of total subscription customers. Customers that adopted seven or more cloud modules accounted for 35% of the total, while those with eight or more cloud modules represented 25%. CrowdStrike’s gross profit increased 27.1% to $1,089.8 million in the fiscal first quarter from $857.1 million in the year-ago quarter. The non-GAAP gross margin increased 100 basis points to 78.7%. The non-GAAP subscription gross profit rose 27.1% year over year to $1.07 billion, while the gross margin expanded 100 basis points (bps) year over year to 81%. The non-GAAP professional gross profit increased 29.5% to $21.2 million, while the gross margin expanded 160 bps to 32.7% on a year-over-year basis. Non-GAAP sales and marketing expenses jumped 12.1% year over year to $413.1 million. Non-GAAP research and development expenses climbed 25.3% year over year to $273.4 million. Non-GAAP general and administrative expenses increased 12% year over year to $77.7 million. Non-GAAP income from operations was $325.7 million, up from $201.1 million in the year-ago quarter. The non-GAAP operati...

BlackBerry (NYSE:BB), a security software and embedded systems provider, closed at $10.32, up 19.72%. Shares rose after first-quarter fiscal 2027 results showed an earnings beat and revenue above estimates. Investors are watching QNX’s momentum and updated fiscal 2027 revenue guidance. Trading volume reached 70.2M shares, coming in about 140% above its three-month average of 29.2M shares. BlackBerry IPO'd in 1999 and has grown 438% since going public. The S&P 500 (SNPINDEX:^GSPC) closed at 7,357, down 0.01%, while the Nasdaq Composite (NASDAQINDEX:^IXIC) finished at 25,359, down 0.46%. Among cybersecurity and embedded software for enterprises and automakers, Palo Alto Networks closed at $293.09, up 2.74%, and CrowdStrike Holdings ended at $678.65, up 0.84%, showing firmer trading in sector rivals. It was a great day for BlackBerry shareholders as the company delivered Q1 sales and adjusted EBITDA growth of 26% and 144%, respectively, suggesting that its turnaround is in full effect. In addition to this impressive Q1 growth, management guided that 2027 sales will rise by roughly 11% at the midpoint and that it will generate at least $100 million in cash from operations -- up from $50 million last year. The best part of BlackBerry’s strong results, in my opinion, is that they were company-wide. Its burgeoning, automotive-focused (for now) QNX unit grew sales by 26% and remains the “crown jewel” of BB’s growth plans, with a backlog of nearly $1 billion. However, the company’s more mature security communications and licensing divisions also grew revenue by 24% and 49%, respectively. BlackBerry has quietly reinvented itself, but investors may want to consider buying shares in small batches over time as the stock has already doubled over the last year. Before you buy stock in BlackBerry, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and BlackBerry wasn’t one of them. The 10 stocks that made the cut are built for long-term growth and could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $387,428!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,221,398!* That performance is...

By IPO Edge Editorial Staff A cybersecurity outage took down half the internet in July 2024. The company behind it was CrowdStrike (CRWD). Two years later, the stock has not just recovered. It has climbed to fresh records. Last week’s first quarter results explain why, with record net new annual recurring revenue and the company’s first GAAP profit in years. CrowdStrike also announced a four-for-one stock split, a move that tends to draw retail crowds. Financial pros noticed too, ranking CRWD fourth among big software names in our TrackStar data, just behind ServiceNow (NOW), Oracle (ORCL), and Salesforce (CRM). The pitch is simple. CrowdStrike wants to be the security layer for the entire AI buildout. The question is whether that justifies one of the richest valuations in tech. CrowdStrike sells cloud-delivered cybersecurity through its Falcon platform. A single lightweight agent guards laptops, servers, identities, and cloud workloads. The model is subscription-first, and customers add modules over time. More than half now run six or more modules. It serves enterprises, governments, and small businesses worldwide, and counts a large share of major corporations as clients. CrowdStrike segments its business into the following areas: Subscription (95% of total revenues) – Recurring access to Falcon platform modules across endpoint, cloud, identity, and data security Professional Services (5% of total revenues) – Incident response, advisory work, and threat hunting engagements First quarter revenue rose 26% to $1.39 billion, with net new ARR up 32% to a record $256 million. GAAP net income swung to a $27.8 million profit, reversing a $104.3 million loss a year earlier. Management is leaning hard into artificial intelligence. It launched Project QuiltWorks, a coalition with OpenAI and Anthropic aimed at frontier AI risk. It also rolled out Charlotte AI AgentWorks, a no-code tool built with AWS, NVIDIA, and OpenAI for custom security agents. The Falcon Flex consumption model keeps expanding too, now reaching the full services portfolio. These moves push CrowdStrike beyond endpoint protection toward a platform that customers consolidate spending onto. Source: Stock Analysis Revenue climbed from $481.4 million in fiscal 2020 to $5.1 billion over the trailing twelve months. Growth has cooled from triple digits to 23.2%, which is still impressive at this scale. Gros...

Interested in Chewy? Here are five stocks we like better. Chewy beat on growth and profitability in Q1 fiscal 2026, with net sales up 7.7% to about $3.36 billion, adjusted EBITDA margin rising to 7.5%, and free cash flow increasing more than 45% year over year. Management cut full-year sales guidance to $13.40 billion-$13.55 billion as it sees softer consumer spending and weaker premiumization, though it kept adjusted EBITDA margin guidance unchanged at 6.6% to 6.8%. Chewy said it is still gaining market share and is leaning on growth initiatives like Autoship, Chewy Health, Vet Care, AI efficiencies and Sponsored Ads, while adding clinics and integrating SmartPak and Modern Animal. From CrowdStrike to Chewy, These Tanking Stocks Are Announcing Buybacks Chewy (NYSE:CHWY) reported first-quarter fiscal 2026 results that showed continued sales growth, higher profitability and strong free cash flow, while management lowered its full-year sales outlook to account for a softer consumer environment in the pet category. Chief Executive Officer Sumit Singh said the online pet retailer “delivered solid results in Q1, continuing to outperform the broader pet category while further expanding profitability and free cash flow.” He said the company added nearly 200,000 net customers during the quarter and continued to capture category share, even as consumer conditions weakened late in the period. → Meta Unveils Subscriptions: A New Offering With Real Growth Potential Chewy Gobbles up Market Share in 2026: Poised to Advance in Q2 First-quarter net sales rose 7.7% year over year to approximately $3.36 billion. Chewy ended the quarter with 21.5 million active customers, up 3.6% from the prior year. Net sales per active customer, or NSPAC, increased to $597. Autoship remained a key contributor to the company’s recurring revenue base. Autoship customer sales increased more than 10% year over year to approximately $2.83 billion and represented 84.4% of total net sales in the quarter. → Cybersecurity Earnings: 1 AI Standout and 2 Stocks Under Pressure Can These 3 Names Be 2026’s Biggest Retail Comebacks? Chewy reported first-quarter gross margin of 30.1%, up about 50 basis points year over year. Chief Financial Officer Chris Deppe said gross margin benefited from Sponsored Ads, favorable category mix and continued operating discipline, partly offset by a low single-digit million...

CrowdStrike’s first quarter results triggered a sharp negative market reaction, despite the company surpassing Wall Street’s revenue and non-GAAP profit expectations. Management attributed the quarter’s performance to an inflection in AI-related cybersecurity demand, referencing accelerated adoption of AI-driven workloads and new vulnerabilities. CEO George Kurtz described a surge in customer urgency to secure AI deployments, noting the “Mythos moment” as a major catalyst. The company also highlighted increased module adoption and strengthening retention rates as factors supporting revenue growth. Is now the time to buy CRWD? Find out in our full research report (it’s free). Revenue: $1.39 billion vs analyst estimates of $1.36 billion (25.6% year-on-year growth, 1.7% beat) Adjusted EPS: $1.10 vs analyst estimates of $1.07 (3% beat) Adjusted Operating Income: $325.7 million vs analyst estimates of $309.4 million (23.5% margin, 5.3% beat) The company slightly lifted its revenue guidance for the full year to $5.94 billion at the midpoint from $5.90 billion Management raised its full-year Adjusted EPS guidance to $4.92 at the midpoint, a 1.7% increase Operating Margin: -2.2%, up from -10.8% in the same quarter last year Annual Recurring Revenue: $5.51 billion vs analyst estimates of $5.50 billion (24.2% year-on-year growth, in line) Billings: $1.35 billion at quarter end, up 18.2% year on year Market Capitalization: $164.2 billion While we enjoy listening to the management’s commentary, our favorite part of earnings calls is the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Meta Marshall (Morgan Stanley) asked about the specific drivers behind the raised net new annual recurring revenue guidance. CFO Burt Podbere cited strong module adoption, retention rates, and an expanded pipeline post-Mythos moment. Saket Kalia (Barclays) questioned the timing of the demand inflection related to AI. CEO George Kurtz explained that customer urgency began in late March and intensified after the Mythos announcement, resulting in widespread focus on securing AI workloads. Gabriela Borges (Goldman Sachs) inquired about changes in consumption-based pricing due to agentic activity. Kurtz described increased data ingestion and broader SI...

Morningstar lifted PANW's fair value to $285, citing AI-driven firewall demand, but maintained a '3-star' rating. The firm also raised CRWD's fair value to $530 on confidence in its AI strategy, but kept a '2-star' rating, AVGO beat earnings and revenue estimates and guided above expectations, yet shares fell more than 12% as investors sought even stronger AI guidance. Palo Alto Networks (PANW), CrowdStrike (CRWD), and Broadcom (AVGO) all delivered strong quarterly results recently, but Morningstar believes Wall Street may have gotten one earnings reaction wrong. The research firm says Broadcom's post-earnings decline has created the most attractive opportunity of the group. In premarket trading, AVGO rose 1%, CRWD gained 0.2%, while PANW slipped 0.3%. Meanwhile, the Direxion Daily Semiconductor Bear 3X Shares ETF (SOXS), which seeks to deliver 3x the inverse daily performance of the semiconductor Index, fell 6%. See what 10M+ investors are talking about. Get the Stocktwits Daily Rip for what retail is watching right now, free to your inbox Palo Alto Networks reported third-quarter (Q3) adjusted earnings of $0.85 per share, beating estimates of $0.80, while revenue of $3 billion topped expectations of $2.94 billion. The company also raised its full-year earnings and revenue guidance. Remaining performance obligations rose 36% from the previous year to $18.4 billion, while security annual recurring revenue jumped 60% to $8.1 billion. CEO Nikesh Arora called the quarter a "standout quarter," citing accelerating growth in bookings as customers secure AI deployments. In a fresh note from late Monday, Morningstar raised its fair value estimate for PANW to $285, driven by stronger growth expectations for Palo Alto's firewall business. Analyst Dave Sekera said demand for firewall security products should benefit from ongoing AI data center buildouts. Despite the strong outlook, Morningstar rates the stock '3-star,' noting that shares trade only slightly below fair value after gaining 50% this year. CrowdStrike also topped expectations, reporting adjusted earnings of $1.10 per share versus estimates of $1.07, while revenue of $1.39 billion beat forecasts of $1.36 billion. The company raised both its fiscal 2027 revenue and earnings outlook. Morningstar raised its fair value estimate to $530, citing growing confidence in CrowdStrike's AI-driven growth strategy. Seker...

Interested in Okta, Inc.? Here are five stocks we like better. Okta surged nearly 48% over two days after beating estimates and citing strong demand for its AI agent identity offerings. Zscaler dropped more than 31% despite a beat-and-raise quarter, as investors focused on a lowered free cash flow margin outlook and slowing ARR growth guidance. CrowdStrike fell 7% after its fiscal Q1 2027 report despite beating estimates and raising net new ARR growth guidance by 520 basis points to 27.7%. Cybersecurity earnings delivered a sharp split this week, even as three major names all topped expectations and raised their outlooks. The difference came down to quality, guidance, and confidence in the AI opportunity. One company delivered a clean quarter and showed clear signs of AI-driven momentum, sending shares higher. Two others sold off as investors focused on softer spots beneath the headline beats. Here are the key takeaways from the latest round of cybersecurity earnings. → Meta Unveils Subscriptions: A New Offering With Real Growth Potential The latest cybersecurity earnings reports show that investors are rewarding clean execution—and punishing anything less. Identity and access management giant Okta (NASDAQ: OKTA) was the standout in this cybersecurity earnings cycle. → Cybersecurity Earnings: 1 AI Standout and 2 Stocks Under Pressure The day after Okta's fiscal Q1 2027 earnings report was released, the stock popped 30% and then climbed another 13% the next day, for a total two-day gain of nearly 48%. The firm saw revenue grow by just over 11% year over year (YOY) to $765 million, handily beating estimates near $752 million. → Planet Labs: Coming Back Down to Earth Adjusted earnings per share (EPS) rose by 6% YOY to 91 cents. This was much better than analyst expectations of 85 cents, which implied a decline of 1% YOY. Adding to the positives, Okta also raised the midpoints of both its full-year revenue and adjusted operating margin guidance. These figures each increased by 50 basis points to 9.5% YOY and 25.5%, respectively. Notably, current remaining performance obligations (RPOs) rose 12% YOY, while total RPOs grew 16% YOY. Both figures ran ahead of revenue growth, pointing to building demand momentum. Importantly, the company noted strong demand for its AI agent identity offerings, which was key to the stock’s rise. As companies deploy more AI agents, the...

Broadcom Inc. (NASDAQ:AVGO) was among the stocks Jim Cramer highlighted on Mad Money as he noted that the market has an appetite for stocks. Cramer highlighted the stock’s parabolic move before the quarter, as he said: Photo by Anna Nekrashevich on Pexels Plus, when we speak with George Kurtz, the CEO of CrowdStrike tonight, I think we’re going to get a much better sense of how well the cybersecurity company’s doing. And the notion of an earnings or a forecast disappointment, it may be misplaced… The disappointments really weren’t all that disappointing. While we acknowledge the potential of AVGO as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years Disclosure: None. Follow Insider Monkey on Google News.

CrowdStrike (NASDAQ: CRWD) gave investors plenty to cheer when it reported its fiscal first quarter of 2027 results (the period ended April 30, 2026) last week. The cybersecurity company grew revenue 26%, lifted non-GAAP (adjusted) earnings per share by about 50%, raised its full-year outlook, and announced its first-ever stock split. And yet the stock fell about 10% in the days that followed. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue » That reaction may look strange for a quarter this strong. But it makes more sense, though, once investors account for one more factor: high expectations. The stock had climbed to an all-time high on June 1, capping a seemingly vertical run, leaving expectations heading into the report sky high. When one closely watched demand figure grew more slowly than revenue, that was enough to send shares lower. While the cybersecurity specialist's revenue rose 26% and net new annual recurring revenue (ARR) reached a fiscal first-quarter record of $256 million (up 32%), additions to deferred revenue grew only about 18%. Additions to deferred revenue reflect amounts billed to customers and recorded as deferred revenue, so a slower pace there can hint that revenue growth could cool down the road, even when current results look strong. A second figure also prompted some caution. Net new ARR, the fresh recurring revenue added during the quarter, grew 32% -- a record for any fiscal first quarter, but a step down from the 47% growth posted just one quarter earlier. Then there's the stock's valuation. Even after the pullback, shares are up about 40% year to date as of this writing. At that level, the stock carries a forward price-to-earnings ratio well over 100 -- a price that arguably assumes years of rapid, uninterrupted growth. Underneath the sell-off, however, the most important trend for the company may be speeding up. CrowdStrike's newest product line, AI Detection and Response (AIDR) -- software built to detect and respond to AI threats at runtime -- saw its ending ARR grow more than 250% from the prior quarter, with a sales pipeline already topping $50 million for the fiscal second quarter. Management linked muc...

Interested in CrowdStrike? Here are five stocks we like better. CrowdStrike's stock fell after earnings despite beating revenue and EPS estimates, raising guidance, and posting record free cash flow, as investors reacted to lofty expectations. The cybersecurity leader continues to benefit from growing demand for AI-driven security solutions, with annual recurring revenue growth accelerating for a third consecutive quarter. Analysts raised price targets following the report, suggesting the post-earnings selloff could create a buy-the-dip opportunity for long-term investors in CRWD stock. Shares of CrowdStrike Holdings Inc. (NASDAQ: CRWD) were down about 4% the day after the cybersecurity company delivered what was, by fundamental metrics, a strong earnings report. For the first quarter of its 2027 fiscal year, CrowdStrike delivered a beat on the top and bottom lines and raised its guidance. Revenue of $1.39B was up 26% year over year (YOY). → Buy the Dip? Broadcom's AI Moat Is Wider Than Ever Adjusted earnings per share (EPS) of $1.10 was a gain of over 50% YOY. 51% of customers now use 6+ modules. → Samsara Just Answered The AI Question—Is Wall Street Ready To Listen? Net new annual recurring revenue totaled $255.8 million. Record free cash flow hit $468.5 million. → Tesla’s EV Rebound Leaves Rivian and Lucid Facing a Tougher Investor Test One of the report's strongest elements was the $6 million increase in annual recurring revenue (ARR) for the company’s Falcon platform. That was better than expected, but apparently not enough to satisfy investors. However, this appears to be a case where high-frequency trading platforms sell first and discern later. With CRWD up sharply in the last three months, algorithms were looking for a stronger number than they got. But if investors look past the noise, the outlook for CrowdStrike and other cybersecurity stocks is bullish. To be fair, the selloff wasn't purely about CrowdStrike—it also reflected a market already on edge. CrowdStrike’s report came on a day when the market sold off on concerns over a re-escalation of hostilities with Iran, as well as a revenue miss by Broadcom Inc. (NASDAQ: AVGO) that stoked concerns about a frothy artificial intelligence (AI) trade. Cybersecurity stocks aren’t immune to AI fears. The concern is that the current business models of companies, such as CrowdStrike, will be less viable in...

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) has gained more than 70% in May, and the company recently released strong results for fiscal Q1 2027 on June 3. CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is also one of the Best Performing Stocks in May. ​During the quarter, the company posted $1.39 billion in revenue, up 26% year-over-year and ahead of the consensus of $1.36 billion. The EPS of $1.10 also topped the Street’s expectations of $1.07. CEO George Kurtz framed the quarter as an AI inflection point as net new ARR hit a record $256 million, up 32% year over year. The ARR was also up 24% during the same time and reached $5.51 billion. Profitability showed meaningful improvement as GAAP net income came in at $27.8 million, a sharp turnaround from a $104 million loss a year ago. ​Notably, management announced a four-for-one stock split, with trading expected to begin on a split-adjusted basis on July 2, 2026. ​Just before the earnings, on June 3, J.P. Morgan had raised the price target on CrowdStrike Holdings, Inc. (NASDAQ:CRWD) from $475 to $800 and reiterated a Buy rating on the shares. ​CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is a leading cloud-native cybersecurity and threat intelligence company specializing in endpoint protection, cloud security, identity security, and next-generation SIEM solutions through its Falcon platform. While we acknowledge the potential of CRWD as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 9 Most Undervalued Foreign Stocks to Buy Now and 10 Most Undervalued US Stocks According to Hedge Funds. Disclosure: None. Follow Insider Monkey on Google News.

CrowdStrike CRWD reported non-GAAP earnings per share of $1.10 for the first quarter of fiscal 2027, which surpassed the Zacks Consensus Estimate by 2.8%. The bottom line increased 50.7% on a year-over-year basis. The company’s first-quarter revenues of $1,385.63 million surpassed the consensus estimate by 1.7%. The top line increased 25.6% year over year. Subscription revenues jumped 25.7% year over year to $1,320.85 million. Professional services revenues increased 23% year over year to $64.78 million. CrowdStrike price-consensus-eps-surprise-chart | CrowdStrike Quote As of April 30, 2026, annual recurring revenues (ARR) were $5.51 billion, up 24% year over year. The company added $255.8 million to its net new ARR in the reported quarter. As of April 30, 2026, CrowdStrike’s subscription customers, who adopted six or more cloud modules, represented 51% of total subscription customers. Customers that adopted seven or more cloud modules accounted for 35% of the total, while those with eight or more cloud modules represented 25%. CrowdStrike’s gross profit increased 27.1% to $1,089.8 million in the fiscal first quarter from $857.1 million in the year-ago quarter. The non-GAAP gross margin increased 100 basis points to 78.7%.The non-GAAP subscription gross profit rose 27.1% year over year to $1.07 billion, while the gross margin expanded 100 basis points (bps) year over year to 81%. The non-GAAP professional gross profit increased 29.5% to $21.2 million, while the gross margin expanded 160 bps to 32.7% on a year-over-year basis.Non-GAAP sales and marketing expenses jumped 12.1% year over year to $413.1 million. Non-GAAP research and development expenses climbed 25.3% year over year to $273.4 million. Non-GAAP general and administrative expenses increased 12% year over year to $77.7 million.Non-GAAP income from operations was $325.7 million, up from $201.1 million in the year-ago quarter. The non-GAAP operating margin expanded 530 basis points year over year to 24%. As of April 30, 2026, cash and cash equivalents were $4.55 billion. In the fiscal first quarter, CrowdStrike generated operating and free cash flows of $590.9 million and $468.5 million, respectively. The company updates its fiscal second-quarter 2027 guidance, including total revenues of $1.43-$1.44 billion and ARR of $5.792-$5.794 billion. Non-GAAP earnings are expected in the range of $1.16 to $1....