NASDAQ · Technology
CrowdStrike stock overview: financials, insider activity, and peer context
CrowdStrike provides cloud-native endpoint, identity, cloud, SIEM, and security operations software through the Falcon platform. This page connects filing evidence with ownership, insider activity, forecasts, ETFs, and peer context so each dataset can be checked against the others.
Deterministic, source-linked commentary
CRWD signals across filings and ownership
For CRWD, the filing evidence matters before the market narrative. 10-K covers CY2025. quarterly revenue was $1.2B; year-over-year growth was 22.2%; operating margin was -5.6%; trailing free cash flow was $1.2B. Read together, these figures test whether scale is translating into profit and cash. Verify periods and company footnotes in the original SEC EDGAR filing.
CRWD's published outlook is useful only while its inputs hold. The forecast scenarios were updated 2026-05-21. Revenue growth, margins, cash generation, and risk assumptions must be checked against each new filing. Compare them with the latest earnings analysis.
CrowdStrike is easier to assess when each disclosure is read on its own clock. Use institutional ownership, insider filings, earnings analysis, forecast scenarios alongside the filing. Company facts can update before 13F positions, so align every source date and report period before treating a difference as a change in fundamentals.
Business model
Company snapshot
CrowdStrike provides cloud-native endpoint, identity, cloud, SIEM, and security operations software through the Falcon platform. The latest standardized snapshot records $4.52B of trailing revenue, -$238.7M of net income, and $1.2B of free cash flow. These figures describe the reported company, while valuation and price require a separate market-data timestamp.
Operating lines
A named product, service, or operating exposure identified in the company description.
A named product, service, or operating exposure identified in the company description.
A named product, service, or operating exposure identified in the company description.
A named product, service, or operating exposure identified in the company description.
A named product, service, or operating exposure identified in the company description.
Geographic revenue mix
The current standardized filing dataset does not extract a comparable geographic revenue table for every issuer. Review the latest 10-K segment note for domestic and international mix, concentration, foreign-exchange sensitivity, and country-specific regulation.
10-K · 2026-03-05
What the latest filing shows
Revenue for the latest standardized quarter was $1.23B, while diluted EPS was -0.14. Revenue changed 22.2% from the comparable period. Gross margin was 75.1% and operating margin was -5.6%. Margin direction matters because it shows whether growth is translating into operating leverage or requiring more cost to support.
Open original SEC filingEarnings & filings
CRWD earnings calls, releases, and filing evidence
Earnings calls
No authorized call transcript summary is available yet for this ticker.
Filings & announcements
Q1 FY2027 · Earnings Release Summary
Revenue: $1.39B revenue, up 26% year over year; Profitability: $1.10 non-GAAP diluted EPS and $468.5M of free cash flow; Guidance: management guided Q2 FY2027 revenue to $1.436B-$1.442B and raised FY2027 guidance
Source: CrowdStrike fiscal Q1 2027 results · 2026-06-03Earnings history
| Date | Period | Status | Revenue | EPS | Source |
|---|---|---|---|---|---|
| 2026-06-03 | Q1 FY2027 | Reported | $1.39B | $468.5 | CrowdStrike fiscal Q1 2027 results |
| 2026-03-05 | CY2025Q3 | Standardized data | $1.23B | -0.14 | SEC |
CY2025Q3
Earnings analysis
| Period | Revenue | Net income | EPS | Operating margin |
|---|---|---|---|---|
| CY2025Q3 | $1.23B | -$34M | -0.14 | -5.6% |
| TTM | $4.52B | -$238.7M | -0.96 | -8% |
| CY2025 | $4.81B | -$162.5M | See filing | -6.1% |
CrowdStrike's fiscal Q1 2027 report should be read as a stock-outlook reset, not just a beat-or-miss event. The key facts are $1.39B revenue, up 26% year over year, ARR grew 24% year over year to $5.51B, with $255.8M of net new ARR added in the quarter, $1.10 non-GAAP diluted EPS and $468.5M of free cash flow, and management guided Q2 FY2027 revenue to $1.436B-$1.442B and raised FY2027 guidance. Bottom line: the report improves the setup only if those numbers support whether CrowdStrike can keep converting Falcon platform adoption and AI security demand into durable ARR growth after the 2024 outage overhang.
Read detailed earnings analysisScenario analysis
Forecast range
CRWD is a NASDAQ-100 stock with a checked price of 650.11, market cap of 165.48B, and revenue of 4.81B. A practical 2026 scenario map is $488-585 in a bear case, $598-748 in a base case, and $767-943 in a bull case. The forecast depends on software, cloud, cybersecurity, and AI monetization.
Forecast assumptions
- Revenue growth must be checked against the latest filing and management guidance.
- Current reported operating margin is -8%.
- TTM free-cash-flow margin is 26.7%.
- Discount rates and valuation multiples should move when risk-free rates, business risk, or estimate confidence changes.
This is not a buy or sell recommendation. Forecasts are conditional ranges whose assumptions can fail.
Open forecast methodology and scenariosTechnology
Peer comparison
| Company | TTM revenue | Revenue growth | Operating margin | Tracked holders |
|---|---|---|---|---|
| CRWDCrowdStrike | $4.52B | 22.2% | -8% | 0 |
| PLTRPalantir Technologies | $4.7B | 84.7% | 33.9% | 2 |
| PANWPalo Alto Networks | $9.61B | 14.9% | 12.1% | 0 |
| NVDANvidia | $10.92B | 40.8% | 1,278.8% | 7 |
| ADBEAdobe Inc. | $23.97B | 12% | 37% | 0 |
| AMDAdvanced Micro Devices | $34.62B | 37.8% | 9.9% | 4 |
| CRMSalesforce | $41.46B | 13.3% | 21.2% | 0 |
CRWD's 22.2% revenue growth and -8% operating margin should be read against peers using the same reporting definitions. A higher margin may reflect pricing power or business mix, while a lower margin can reflect investment, cyclicality, or weaker economics.
10-K · 2026-03-05
Key risk factors disclosed in the latest 10-K
The categories below are a deterministic research checklist anchored to CrowdStrike's industry and latest annual filing. They summarize areas investors should locate in Item 1A; they do not replace the company's exact legal disclosure.
- Demand and product-cycle risk: Cybersecurity can experience changing customer demand, replacement cycles, and competitive product launches that affect revenue timing.
- Competition and execution: Market share depends on product quality, pricing, distribution, innovation, and management's ability to convert investment into durable customer demand.
- Supply chain and counterparties: Supplier concentration, logistics disruption, component availability, and customer concentration can affect delivery schedules, costs, and working capital.
- Regulation and litigation: Antitrust, privacy, securities, labor, tax, environmental, and industry-specific rules may change costs or restrict products and business practices.
- Financial and market risk: Foreign exchange, interest rates, credit conditions, investment values, and capital-allocation decisions can affect reported earnings and valuation.
Research workflow
Common research questions about CRWD
Who is the largest tracked institutional holder of CRWD?
The current tracked-manager sample does not identify an active CRWD holder. The CRWD ownership page will reflect a matching position when one enters the filing dataset.
What does recent insider activity show for CRWD?
No recent Form 4 transaction appears in the current CRWD window. Check the CRWD Form 4 history for later company-officer or director filings.
What business does CrowdStrike operate?
CrowdStrike provides cloud-native endpoint, identity, cloud, SIEM, and security operations software through the Falcon platform. The CRWD company snapshot connects that business description with reported revenue, profit, and cash flow.
How does CRWD compare with a close operating peer?
CRWD's revenue growth is 22.2% and its operating margin is -8.0%. Compare those figures with PLTR research using the same definitions.
What do the latest financials say about CRWD?
10-K reports $4.5B of trailing revenue, with revenue growth of 22.2% and an operating margin of -8.0%. The supporting period and source are listed in the CRWD filing section.
How strong is CRWD's cash return profile?
CrowdStrike does not show a positive trailing dividend cash outflow in the standardized snapshot, while free cash flow is $1.2B. Review the CRWD filing evidence before assessing capital-allocation capacity.
Which assumptions matter most for the CRWD outlook?
The CRWD range depends on revenue growth, operating margin, cash conversion, and the risk assumptions in each new filing. Recheck them in the CRWD forecast section.
Primary and reference data
Sources and methodology
- Filings: SEC EDGAR CompanyFacts, 10-K, 10-Q, 8-K, Form 4, 13F-HR.
- Fundamentals: SEC EDGAR CompanyFacts; market references may use yfinance and Finnhub where explicitly available.
- ETF: Issuer disclosures and the locally dated ETF holdings snapshot.
Methodology: How SnowballHare parses and validates data.
Editorial standards: How research is published.
Disclaimer: Informational only; not investment, legal, or tax advice. Cross-check material facts against original filings before acting.
Reference notes
Data notes
Reporting dates
Use filing dates, report periods, and source links together for CRWD. A company filing, a 13F disclosure, a Form 4 transaction, and an earnings release can describe different time windows, so the date beside each row matters before comparing signals.
Ownership context
13F rows are delayed public long-equity snapshots from a selected manager universe. They are useful for seeing which tracked institutions reported exposure, but they do not show every hedge, short position, cash balance, or trade made after the quarter ended.
Insider transactions
Form 4 activity should be read by transaction type, role, value, and remaining ownership. Open-market purchases and sales are different from grants, option exercises, gifts, or tax withholding, and the original SEC filing is still the controlling document.
Earnings and forecasts
Earnings pages and forecast pages are linked when a supported article exists. Treat those pages as context for reported numbers, guidance, margins, and scenario assumptions, then return to the table data when you need the underlying source date or filing trail.