CrowdStrike Beats Estimates with Record Earnings and Strong FY2027 Guidance

CrowdStrike reported robust fourth-quarter results, with earnings per share reaching $1.12, surpassing the analyst consensus of $1.10. The company concluded fiscal 2026 with $5.25 billion in annual recurring revenue (ARR), bolstered by a record $1.01 billion in net new ARR. Financial performance was further highlighted by record operating and free cash flows for both the quarter and the full fiscal year. Looking ahead, CrowdStrike projected Q1 revenue between $1.36 billion and $1.364 billion, with earnings per share estimated at $1.06 to $1.07. For fiscal 2027, the firm expects revenue to reach up to $5.93 billion and EPS between $4.78 and $4.90, reflecting sustained growth momentum. This financial strength, coupled with a 6% stock surge amid geopolitical tensions, underscores the critical demand for the Falcon platform in combating sophisticated AI-driven cyber threats.

Sources:marketwatch.cominvesting.comsiliconangle.commorningstar.comcnbc.comreuters.combloomberg.comfinance.yahoo.comwsj.comft.comproactiveinvestors.comseekingalpha.comreuters.combloomberg.comft.comfinance.yahoo.cominvesting.comseekingalpha.comreuters.comfinance.yahoo.combloomberg.comcnbc.comwsj.comseekingalpha.comzacks.comzacks.comzacks.comseekingalpha.commarketbeat.comyoutube.comseekingalpha.comfxstreet.comreuters.combloomberg.comcnbc.comwsj.comft.comfxstreet.comFinancial Modeling Prep