CrowdStrike's Growth Story Will Be Tested In The Fourth Quarter
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CrowdStrike is anticipated to surpass Q4'25 earnings expectations with net revenue of $1,034M and adjusted EPS of $0.86/share. Despite a 2024 IT outage, the company's FY26 outlook remains positive due to global IT spend and AI security growth.
February 24, 2025 | 9:45 pm
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CrowdStrike is expected to exceed Q4'25 earnings with $1,034M in revenue and $0.86 EPS, slightly above guidance. The company's strong AI security offerings and global IT spend growth support a positive FY26 outlook.
CrowdStrike's anticipated earnings beat and positive FY26 outlook due to AI security and IT spend growth suggest a likely positive impact on CRWD's stock price. The company's competitive moat and premium valuation further support this view.
CONFIDENCE 95
IMPORTANCE 90
RELEVANCE 100