CrowdStrike: Is FY 2026 A Lost Cause?
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CrowdStrike's guidance for FY26 indicates a slowdown in revenue growth, with incentives and discounts impacting margins. The company hopes for a net new ARR reacceleration in the second half of FY26, but investors may need to focus on FY27 due to the high stock price.

March 06, 2025 | 2:00 pm
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CrowdStrike's FY26 guidance shows a slowdown in revenue growth, with incentives and discounts affecting margins. The company aims for a net new ARR reacceleration in the second half of FY26, but the high stock price may push investors to focus on FY27.
The guidance for FY26 indicates a significant slowdown in revenue growth, which is a critical factor for investors. The impact on margins due to incentives and discounts further complicates the outlook. Although there is hope for a reacceleration in the second half of FY26, the current high stock price may lead investors to shift their focus to FY27.
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IMPORTANCE 80
RELEVANCE 100