Cybersecurity platform provider CrowdStrike (NASDAQ: CRWD) will be announcing earnings results tomorrow after market close. Here’s what you need to know.
CrowdStrike beat analysts’ revenue expectations by 1.7% last quarter, reporting revenues of $1.17 billion, up 21.3% year on year. It was a strong quarter for the company, with an impressive beat of analysts’ EBITDA estimates and full-year EPS guidance exceeding analysts’ expectations.
Is CrowdStrike a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, analysts are expecting CrowdStrike’s revenue to grow 20.3% year on year to $1.22 billion, slowing from the 28.5% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.94 per share.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. CrowdStrike has only missed Wall Street’s revenue estimates once over the last two years, exceeding top-line expectations by 1.4% on average.
Looking at CrowdStrike’s peers in the cybersecurity segment, some have already reported their Q3 results, giving us a hint as to what we can expect. Varonis Systems delivered year-on-year revenue growth of 9.1%, missing analysts’ expectations by 2.7%, and Qualys reported revenues up 10.4%, topping estimates by 2.2%. Varonis Systems traded down 49.2% following the results while Qualys was up 20.6%.
Read our full analysis of Varonis Systems’s results here and Qualys’s results here.
Questions about potential tariffs and corporate tax changes have caused much volatility in 2025. While some of the cybersecurity stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 5.2% on average over the last month. CrowdStrike is down 8.3% during the same time and is heading into earnings with an average analyst price target of $533.26 (compared to the current share price of $506.51).
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