CRWD Earnings
Wednesday, Jun 03 2026
EPS Estimate
$1.07
$1.05 – $1.08
Revenue Estimate
$1.4B
Track Record
4/4 beats
Current Price
$731.00
Our Position
bullish · highCrowdStrike grows revenue, ups buybacks, cuts staff
structured data
est. revisions stable
(+0.1pp / 30d)
Strong revenue growth and aggressive capital return efforts support CrowdStrike's premium valuation but workforce cuts signal cost discipline amid sector AI pressures. Sustaining growth could justify elevated multiples.
Watch: Monitor upcoming earnings report for confirmation of revenue acceleration and effectiveness of buyback strategy amid AI sector headwinds.
Data Signal Summary
3 bullish
1 bearish
Insider selling cluster
Analysts: bullish
Price uptrend
High confidence (0.85)
Prior Call Analysis
2025Q1Management communicates with high confidence and specificity, strongly emphasizing platform consolidation and innovation, with minimal hedging and almost no question evasion, maintaining a consistent tone between prepared remarks and Q&A.
Hedging
0.12
Confidence
0.85
Avoided Qs
1
Language shifts vs prior quarter:
- Strong focus on platform consolidation as a narrative to drive growth
- Repeated emphasis on Falcon Flex subscription as a growth enabler
- Frequent mention of AI and next-gen SIEM as differentiators
- No novel risk disclaimers beyond standard forward-looking statements
- Confident reaffirmation of $10B ARR target without timeline change
Key Context
Analyst Consensus
bullish
Insider Activity
selling
Price Trend
uptrend
1-Month Return
+61.6%
From 52w High
0.0%
Est. Revisions (30d)
+0.0% 17up/18dn
Analyst Target (mean)
$556 $368–$775 -24%
Options P/C Ratio
1.11 1C/2P unusual
Est. Dispersion
3% 44 analysts
Insider Cluster
strong sell
Fund Convergence
strong Citadel, D.E. Shaw, Two Sigma
Recent Activity
insider trades
26 transactions
Sell
·
GANDHI SAMEER K. (Director)
·17,527 shares
·$9,230,016
Sell
·
KURTZ GEORGE ROBERT (Chief Executive Officer)
·39 shares
·$26,398
Sell
·
KURTZ GEORGE ROBERT (Chief Executive Officer)
·4,961 shares
·$3,314,785
Sell
·
GANDHI SAMEER K. (Director)
·2,817 shares
·$1,829,181
Sell
·
GANDHI SAMEER K. (Director)
·11,754 shares
·$7,509,101
21 more
Sell
·
KURTZ GEORGE ROBERT
·559 shr
·$365,586
Sell
·
KURTZ GEORGE ROBERT
·4,441 shr
·$2,852,394
Sell
·
GANDHI SAMEER K.
·5,429 shr
·$3,412,930
Sell
·
KURTZ GEORGE ROBERT
·160 shr
·$101,018
Sell
·
KURTZ GEORGE ROBERT
·4,840 shr
·$2,978,615
Sell
·
KURTZ GEORGE ROBERT
·2,500 shr
·$1,468,786
Sell
·
GANDHI SAMEER K.
·10,000 shr
·$5,800,313
Sell
·
KURTZ GEORGE ROBERT
·1,928 shr
·$1,115,594
Sell
·
KURTZ GEORGE ROBERT
·3,072 shr
·$1,708,607
Sell
·
SENTONAS MICHAEL
·10,000 shr
·$5,500,000
Sell
·
KURTZ GEORGE ROBERT
·19 shr
·$10,471
Sell
·
KURTZ GEORGE ROBERT
·5,000 shr
·$2,232,793
Sell
·
KURTZ GEORGE ROBERT
·4,981 shr
·$2,683,229
Sell
·
KURTZ GEORGE ROBERT
·2,882 shr
·$1,350,402
Sell
·
PODBERE BURT W.
·1,933 shr
·$883,799
Sell
·
KURTZ GEORGE ROBERT
·9,069 shr
·$4,172,434
Sell
·
KURTZ GEORGE ROBERT
·5,000 shr
·$2,356,624
Sell
·
SENTONAS MICHAEL
·45,000 shr
·$23,900,000
Sell
·
KURTZ GEORGE ROBERT
·3,098 shr
·$1,546,245
Other
·
SENTONAS MICHAEL
·5,000 shr
Sell
·
KURTZ GEORGE ROBERT
·1,902 shr
·$990,449
analyst ratings
14 ratings
Jefferies
→Buy
Updated Friday
Benchmark
→Buy
4d ago
Wedbush
→Outperform
4d ago
BTIG
→Buy
5d ago
Wells Fargo
→Overweight
10d ago
9 more
Morgan Stanley
→Overweight
Cantor Fitzgerald
→Overweight
Stifel
→Buy
Truist Securities
→Buy
TD Cowen
→Buy
Barclays
→Overweight
Keybanc
→Overweight
BTIG
→Buy
Wells Fargo
→Overweight
material events
CrowdStrike Holdings' Board approved a performance-and service-based equity award of up to 200,000 performance stock units (PSUs) to Michael Sentonas,...
SEC↗
41d ago
CrowdStrike Holdings has granted its CEO, George Kurtz, a performance-based equity award under its 2019 Equity Incentive Plan. The award consists of u...
SEC↗
154d ago
CrowdStrike announced a strategic plan to reduce its workforce by approximately 500 positions (5% of global workforce) to enhance operational efficien...
SEC↗
390d ago
filing changes
HIGH
Forward-Looking Statements:
Addition of expanded forward-looking statement risk disclosures with updates to fiscal year references.
HIGH
New mentions of investigations, litigation, regulatory actions:
Expanded discussion of legal actions related to the July 19 Incident including lawsuits, governmental inquiries and potential penalties in 2026 filing...
HIGH
NEW items added:
Inclusion of detailed new risk factor about risks and complications related to incorporation and reliance on AI technologies, including emerging regul...
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