CrowdStrike (CRWD)
NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-07-08
$194.62-2.39%
Close 2026-07-07 · 1-day change
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Track CRWD free→CrowdStrike grows revenue about 26% yearly. Profit losses shrink steadily. The company plans $20 billion ARR. It buys back $1.5 billion in shares.
Revenue growth may slow below 25%. CEO stock sales raise trust issues. Profit losses remain large. Market worries about growth persist.
Analysts expect about 25% revenue growth next year. Our fair value is 28% below the Street median, showing more cautious outlook.
Breaks if: ARR growth stalls or fails to approach $20 billion
CrowdStrike aims to achieve $20 billion in annual recurring revenue.
Breaks if: operating income worse than -30.6 million USD in FY27 Q1
CrowdStrike aims to expand its profitability through operational efficiencies.
Stated in 2 of last 2 quarters. Operating income improved from -$118.7M in 2025-Q1 to -$30.6M in 2027-Q1, showing progress in expanding profitability. The trajectory is delivering on the stated priority.
Breaks if: YoY revenue growth falls below 25% in FY27
CrowdStrike aims to increase its revenue guidance for fiscal year 2027.
Stated in 2 of last 2 quarters. Revenue grew from $1,013.4M in 2025-Q3 to $1,385.6M in 2027-Q1, indicating progress towards increased FY27 revenue guidance. The trajectory is delivering on the stated priority.
Breaks if: Buyback program is canceled or significantly reduced
CrowdStrike has approved a share repurchase program to enhance shareholder value.
Newly stated in 2026-Q1. The share repurchase program has been expanded to a total authorization of $1.5 billion. This reflects a strategic capital allocation decision, but the impact on financials is not yet clear.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“We are raising our fiscal year 2026 guidance.”
“We aim to drive ARR growth, scale the Company, expand profitability...”
“We are raising our fiscal year 2026 guidance.”
“Increasing its guidance for fiscal year 2027 (ending January 31, 2027)... $5,914.7 - $5,958.7 million.”
“The Board approved the repurchase of up to an additional $500 million, total authorization to $1.5 billion.”