CrowdStrike Holdings Tidigare resultatutveckling
Tidigare kriterier kontrolleras 2/6
CrowdStrike Holdings har ökat intäkterna med en genomsnittlig årlig takt på 18.8%, medan Software -branschen såg intäkterna växer på 31.8% årligen. Intäkterna har varit växande med en genomsnittlig takt på 27.1% per år. CrowdStrike Holdings s avkastning på eget kapital är 1.3% och den har en nettomarginal på 0.8%.
Viktig information
18.77%
Tillväxttakt i vinsten
21.10%
Tillväxttakt för EPS
| Software Tillväxt i branschen | 17.33% |
| Intäkternas tillväxttakt | 27.12% |
| Avkastning på eget kapital | 1.27% |
| Nettomarginal | 0.83% |
| Senaste uppdateringen av resultatet | 31 Jul 2026 |
Senaste uppdateringar av tidigare prestationer
Recent updates
Uppdatering av berättelse • Sep 03
CRWD: AI Security Optimism Will Eventually Collide With Fal Con Execution Risk
CrowdStrike Holdings' fair value estimate has been raised from $129.52 to $149.20 as analysts factor in higher long term AI driven security demand, reflected in a richer future P/E assumption alongside Street price target increases into upcoming Fal.Con and earnings events. Analyst Commentary Recent Street research around CrowdStrike Holdings has tilted more positive on long term AI driven security demand, yet not all commentary is bullish.Seeking Alpha • Aug 31
AI Multiplier: Why CrowdStrike's ARR Explosion Proves Me Wrong (Rating Upgrade)
Summary CrowdStrike leverages AI to drive efficiency, new services, and robust customer acquisition, fueling top- and bottom-line outperformance. CRWD posted 26% Y/Y revenue growth and 33% Y/Y free cash flow growth for Q2'27, with strong momentum in enterprise net new ARR and margin expansion. Despite a premium 30.5x forward revenue multiple, CRWD’s accelerating growth, positive operating leverage, and AI-led market expansion justify its valuation. I am changing my rating from 'Hold' to 'Buy' amid a major growth boost for net new ARR, led by LogScale Next-Gen SIEM, as well as a record revenue backlog. Continued AI-driven product adoption, strong guidance, and expanding free cash flow margins underpin a bullish outlook for CRWD shares. Read the full article on Seeking Alpha
Uppdatering av berättelse • Aug 19
CRWD: Frontier AI Security Demand Will Drive Future Upside Potential
CrowdStrike Holdings' analyst fair value estimate has edged up from $250.00 to $256.00 as analysts factor in stronger AI security demand, expanding platform adoption across areas like cloud and identity, and expectations for continued annual recurring revenue and margin performance around upcoming earnings events. Analyst Commentary Recent Street research around CrowdStrike Holdings has been broadly constructive, with many bullish analysts revisiting their valuation frameworks after Q1 and ahead of upcoming Q2 results.
Uppdatering av berättelse • Aug 04
CRWD: Future Returns Will Track AI Security Demand And Elevated Expectations
The CrowdStrike Holdings analyst price target has been reset from about $712 to roughly $193, with analysts largely pointing to sector wide multiple expansion tied to AI driven cybersecurity demand and a higher assumed future P/E multiple to support the new valuation framework. Analyst Commentary Recent Street research on CrowdStrike Holdings shows a wide range of price targets but a clear focus on AI driven security demand, platform breadth and the updated P/E framework that now anchors valuation closer to US$193 post split.Uppdatering av berättelse • Jul 21
CRWD: AI Security Inflection And Record ARR Will Drive Future Upside
Analysts have raised their fair value estimate for CrowdStrike Holdings to $250, citing higher confidence in AI-driven cybersecurity demand, stronger annual recurring revenue expectations in the high 20% range, and an unchanged view of the company as a key consolidator in security platforms. Analyst Commentary Recent Street research on CrowdStrike Holdings points to a generally constructive tone, with many bullish analysts lifting price targets and highlighting AI driven security demand, platform consolidation, and recurring revenue visibility as key supports for the current valuation framework.Uppdatering av berättelse • Jul 07
CRWD: AI Hype Around Security Demand Will Eventually Pressure Rich Multiples
Analysts have trimmed their blended price expectations for CrowdStrike Holdings to about $130 from roughly $380, reflecting modest tweaks to discount rates, slightly softer revenue growth assumptions, a small uplift in profit margin forecasts, and updated P/E multiples that incorporate recent target resets and stock-split adjusted models across the Street. Analyst Commentary Street research around CrowdStrike Holdings reflects strong interest in the stock, but also a growing split in opinion as some firms flag valuation, expectations, and execution risks despite generally constructive views on the cybersecurity and AI opportunity.Uppdatering av berättelse • Jun 23
CRWD: Future Returns Will Reflect AI Security Inflection And Lofty Expectations
Analysts have nudged the fair value estimate for CrowdStrike Holdings slightly higher to about $712, with updated models reflecting modestly stronger revenue growth, margins, and AI driven ARR guidance. This has pushed many Street price targets into the $700 to $825 range, even as some highlight valuation constraints.Uppdatering av berättelse • Jun 07
CRWD: Future Returns Will Hinge On AI Security Inflection Versus Sky High Expectations
CrowdStrike's analyst fair value estimate has shifted from $535.33 to $707.47 as analysts factor in higher long term P/E assumptions and slightly stronger margin expectations, supported by Q1 earnings, raised FY27 ARR guidance, and growing AI driven cybersecurity demand highlighted across recent research. Analyst Commentary Street research around the latest Q1 print and FY27 outlook presents a mixed picture for CrowdStrike.Uppdatering av berättelse • May 24
CRWD: Future Returns Will Depend On AI Security Hype Unwinding
Analysts have nudged the fair value estimate for CrowdStrike higher to about $535 per share from roughly $490, pointing to stronger channel checks around Falcon platform demand, platform consolidation and AI driven security use cases, partially balanced by modestly lower revenue growth and profit margin assumptions and a higher future P/E near 257x versus about 227x previously. Analyst Commentary Recent Street research around CrowdStrike clusters around two themes: the stock is being priced for strong execution on Falcon platform adoption, and there is an active debate about how much of that execution is already reflected in current valuation.Uppdatering av berättelse • May 01
CRWD: AI Disruption Fears And Software Multiple Compression Will Cap Forward Upside
Analysts nudged their fair value estimate for CrowdStrike shares up by about $1 to $378.70 as they factor in Street research that highlights growing confidence in the company's growth avenues, AI driven security opportunities, and ongoing platform momentum, even as some price targets across the sector have been reset to reflect software multiple compression. Analyst Commentary Street research around CrowdStrike is broadly constructive, but a group of bearish analysts has been trimming price targets and flagging areas where expectations may be running ahead of themselves.Uppdatering av berättelse • Apr 17
CRWD: AI Pullback Fears And Multiple Compression Will Restrain Platform Upside
Analysts nudged their price target on CrowdStrike higher to $377.36 from $374.82, citing updated models that reflect slightly stronger assumed revenue growth, modestly higher profit margins, and a small adjustment to the discount rate and future P/E after a series of Q4 reviews, target tweaks, and fresh bullish initiations across the Street. Analyst Commentary Street research around CrowdStrike has been active, with a mix of supportive views and more cautious resets.Uppdatering av berättelse • Apr 02
CRWD: Future Performance Will Reflect AI Security Partnerships And Platform Share Gains
The analyst fair value estimate for CrowdStrike Holdings has been adjusted slightly lower by around $1 to $489.86, as analysts weigh sector wide multiple compression against company specific views on AI tailwinds, platform breadth, and ongoing share gains highlighted across recent upgrades and price target resets. Analyst Commentary Recent Street research around CrowdStrike reflects a mix of optimism on execution and AI driven product breadth, alongside a reset in valuations as software multiples compress across the sector.Uppdatering av berättelse • Mar 19
CRWD: Future Performance Will Reflect AI Security Leadership In Next Generation SOC
CrowdStrike's updated analyst fair value estimate has moved to about $490 from roughly $547, as analysts reset price targets in the $440 to $525 range. They continue to highlight AI driven Security Operations Center opportunities, share gains in endpoint, and steady ARR trends as key parts of the thesis.Uppdatering av berättelse • Mar 05
CRWD: AI Security Platform And Identity Expansion Will Temper Crowded Trade Fears
Narrative Update on CrowdStrike Holdings Our updated view reflects a lower analyst price target of $374.82, down from $414.96, as analysts recalibrate revenue growth, profit margin and future P/E assumptions, while still highlighting strong Q4 execution, resilient ARR trends and ongoing AI and platform tailwinds across recent research. Analyst Commentary Across recent research, you are seeing a mix of optimism on CrowdStrike's execution and platform, paired with a clear reset in expectations as many firms trim price targets.Uppdatering av berättelse • Feb 18
CRWD: Future Performance Will Reflect AI Security Leadership And Expanding Identity Platform
Narrative Update: CrowdStrike Holdings The updated analyst price target for CrowdStrike edges higher to about $547 from roughly $533, as analysts factor in slightly stronger modeled revenue growth and profit margins, along with a more moderate future P/E assumption and mixed, but generally constructive, Street research around AI security positioning and recent rating changes. Analyst Commentary Recent research on CrowdStrike gives you a mixed but generally constructive picture, with several firms adjusting price targets and ratings as they reassess AI risk, software multiples, and security spending trends.Uppdatering av berättelse • Feb 04
CRWD: AI Identity Focus And Crowded Trade Will Shape Future Market Perception
Analysts nudged their price expectations for CrowdStrike higher, with the updated fair value estimate now clustered around the mid $400s. This reflects survey based optimism on revenue growth, improving profit margins and a lower future P/E, offset by at least one more cautious stance on sector wide security spending and AI tailwinds.Uppdatering av berättelse • Jan 21
CRWD: AI Identity Push And Crowded Trade Likely To Reshape Future Multiple
Analysts made a small adjustment to our CrowdStrike fair value estimate to about $415 per share from about $416, reflecting slightly higher modeled revenue growth, modestly stronger profitability, and slightly lower future P/E expectations in light of recent price target changes and mixed but generally constructive Street commentary. Analyst Commentary Recent Street research around CrowdStrike has been active, with most firms maintaining constructive views on the business while adjusting price targets within a relatively tight band.Uppdatering av berättelse • Jan 06
CRWD: Q3 Net New ARR Execution Will Drive AI Security Upside
Analysts lifted our CrowdStrike fair value estimate from US$600.50 to US$692.37, reflecting Street price target increases into the US$580 to US$706 range, supported by partner checks, reseller surveys, expected Q3 net new ARR strength, and continued interest in cybersecurity names tied to AI trends. Analyst Commentary Bullish analysts have been moving targets higher across the board, with fresh work on channel checks, reseller surveys, and AI related demand all feeding into a more constructive view on CrowdStrike ahead of upcoming Q3 results.Uppdatering av berättelse • Dec 15
CRWD: Elevated Expectations For AI Security May Trigger Future Multiple Compression
Analysts have raised their fair value estimate for CrowdStrike Holdings to approximately $416 from about $363, citing broadly higher Street price targets. These targets are underpinned by expectations for sustained net new annual recurring revenue momentum, improving profitability, and durable double digit long term growth supported by AI driven security demand.Fördelning av intäkter och kostnader
Fördelning av intäkter och kostnader
Hur CrowdStrike Holdings tjänar och spenderar pengar. Baserat på senast rapporterade resultat, på rullande tolvmånadersbasis.
Resultat- och intäktshistorik
| Datum | Intäkter | Intäkter | G+A Kostnader | FoU-kostnader |
|---|---|---|---|---|
| 31 Jul 26 | 5,396 | 45 | 2,626 | 1,564 |
| 30 Apr 26 | 5,094 | -30 | 2,542 | 1,446 |
| 31 Jan 26 | 4,812 | -163 | 2,480 | 1,368 |
| 31 Oct 25 | 4,565 | -297 | 2,407 | 1,318 |
| 31 Jul 25 | 4,341 | -279 | 2,294 | 1,246 |
| 30 Apr 25 | 4,136 | -162 | 2,154 | 1,171 |
| 31 Jan 25 | 3,954 | -15 | 2,004 | 1,076 |
| 31 Oct 24 | 3,740 | 127 | 1,844 | 976 |
| 31 Jul 24 | 3,516 | 170 | 1,701 | 896 |
| 30 Apr 24 | 3,284 | 132 | 1,623 | 825 |
| 31 Jan 24 | 3,056 | 72 | 1,535 | 780 |
| 31 Oct 23 | 2,848 | -12 | 1,472 | 746 |
| 31 Jul 23 | 2,642 | -93 | 1,404 | 706 |
| 30 Apr 23 | 2,446 | -151 | 1,324 | 664 |
| 31 Jan 23 | 2,241 | -183 | 1,222 | 608 |
| 31 Oct 22 | 2,035 | -178 | 1,127 | 522 |
| 31 Jul 22 | 1,834 | -173 | 1,024 | 464 |
| 30 Apr 22 | 1,637 | -181 | 924 | 417 |
| 31 Jan 22 | 1,452 | -235 | 840 | 371 |
| 31 Oct 21 | 1,286 | -212 | 753 | 332 |
| 31 Jul 21 | 1,138 | -186 | 667 | 292 |
| 30 Apr 21 | 999 | -158 | 587 | 252 |
| 31 Jan 21 | 874 | -93 | 523 | 215 |
| 31 Oct 20 | 762 | -102 | 474 | 187 |
| 31 Jul 20 | 654 | -113 | 429 | 166 |
| 30 Apr 20 | 563 | -135 | 400 | 147 |
| 31 Jan 20 | 481 | -142 | 356 | 130 |
| 31 Oct 19 | 410 | -145 | 317 | 114 |
| 31 Jul 19 | 351 | -151 | 287 | 103 |
| 30 Apr 19 | 299 | -132 | 240 | 91 |
| 31 Jan 19 | 250 | -140 | 215 | 85 |
| 31 Oct 18 | 208 | -151 | 193 | 78 |
| 31 Jan 18 | 119 | -141 | 137 | 59 |
| 31 Jan 17 | 53 | -108 | 70 | 39 |
Kvalitetsintäkter: CRWD har en stor engång vinst av $40.8M {1 månader till 31st July, 2026 1 månader) 31st July, 2026.
Växande vinstmarginal: CRWD blev lönsam tidigare.
Fritt kassaflöde vs resultatanalys
Analys av tidigare vinsttillväxt
Resultatutveckling: CRWD har blivit lönsamt under de senaste 5 åren och ökat intäkterna med 18.8% per år.
Accelererande tillväxt: CRWD har blivit lönsamt under det senaste året, vilket gör det svårt att jämföra vinsttillväxttakten med 5-årsgenomsnittet.
Resultat vs industri: CRWD har blivit lönsamt under det senaste året, vilket gör det svårt att jämföra det senaste årets vinsttillväxt med Software branschen ( 27.2% ).
Avkastning på eget kapital
Hög ROE: CRWD s avkastning på eget kapital ( 1.3% ) anses vara låg.
Avkastning på tillgångar
Avkastning på sysselsatt kapital
Upptäck starka bolag som tidigare presterat bra
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/09/10 23:46 |
| Aktiekurs vid dagens slut | 2026/09/10 00:00 |
| Intäkter | 2026/07/31 |
| Årlig intjäning | 2026/01/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
CrowdStrike Holdings, Inc. bevakas av 71 analytiker. 51 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Adam Shepherd | Arete Research Services LLP |
| Ellie Bagshaw | Arete Research Services LLP |
| Shrenik Kothari | Baird |