Equity Profile

CRWD

CrowdStrike Holdings, Inc.

Information TechnologySystems Software$229.6B

Jun3Wed

Pre-Earnings Brief

UpcomingQ1-2027After Close5:00 PM EDT

Company Snapshot

CrowdStrike Holdings, Inc. is a leader in cybersecurity, providing cloud-based solutions to protect organizations from cyber threats....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and can influence investor sentiment significantly.

$1.07

Revenue

Revenue growth reflects the company's ability to attract and retain customers, which is essential for its long-term success.

$1.4B

Wall Street expectations, options signals, track record, and call prep available with Pro.

CRWD Q1-2027 Earnings Preview

Context

Company Snapshot

CrowdStrike Holdings, Inc. is a leader in cybersecurity, providing cloud-based solutions to protect organizations from cyber threats. As part of the Information Technology sector, its services are increasingly vital in a world where cyber attacks are on the rise, making its performance crucial for investors focused on technology and security.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+2642.34%

Avg Stock Reaction

+0.80%

Last Quarter Recap

In the last quarter, CrowdStrike reported an impressive EPS of $1.12, significantly beating expectations. The stock reacted positively with a 1.70% increase the following day.

Management Promises & Guidance

Continued focus on expanding its customer base.
Investment in product innovation to stay ahead of cyber threats.
Commitment to maintaining high customer satisfaction and retention rates.

Expectations

Wall Street Expectations

Analysts are generally optimistic about CrowdStrike's upcoming earnings, expecting continued strong performance in both EPS and revenue.

Bull Case

If CrowdStrike exceeds the EPS estimate and shows robust revenue growth, it could further solidify its market position and attract more investors.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could lead to a decline in stock price, reflecting investor concerns about growth sustainability.

Key Metrics to Watch

EPS

$1.07

Earnings per share is a key indicator of profitability and can influence investor sentiment significantly.

Revenue

$1.4B

Revenue growth reflects the company's ability to attract and retain customers, which is essential for its long-term success.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will CrowdStrike's EPS exceed the consensus estimate of $1.07?

A beat on EPS would reinforce the company's strong performance trend and could lead to a positive stock reaction.

What guidance will management provide regarding future revenue growth?

Clear and optimistic guidance on revenue could alleviate investor concerns and support the stock price.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate CrowdStrike's ability to leverage its existing customer base for upselling additional services, which could drive revenue growth beyond current expectations.

Supporting Evidence

The company has consistently beaten EPS estimates, indicating stronger-than-expected demand.

Options pricing suggests a larger move than historical averages, hinting at potential surprises.

Recent insider buying indicates confidence in the company's future performance.

Key Risk

If CrowdStrike's revenue growth significantly outpaces expectations, it could challenge the current market consensus.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether CrowdStrike can maintain its impressive growth trajectory in a competitive cybersecurity landscape.

Bull Confirmed If

An EPS of $1.10 or higher would confirm the bull case, indicating strong profitability.

Bear Confirmed If

An EPS below $1.05 would confirm the bear case, raising concerns about growth sustainability.

Pre-Earnings Positioning

Options Market

Implied Move

±12.44%

Historical Avg

±1.6%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.

Options are pricing ±12.4% while CRWD has averaged ±1.6% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

1.0%

30d HV

45.8%

Calls (1.2M)P/C Ratio: 0.95Puts (893K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If CrowdStrike beats expectations, history suggests a positive reaction, averaging a +0.80% move the next day, confirming strong demand.

In-Line / Cautious

If results are in line with expectations but management is cautious, the stock may experience muted movement as investors digest the commentary.

Miss

A miss could lead to a decline, with history suggesting an average drop of around -1.57% if expectations are not met.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

1 buy·0 sells

Members

House only

Est. Notional

$1,001.00–$15,000.00

disclosed dollar ranges

Most Active Members

D-CAGilbert CisnerosRep.
1

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on customer acquisition and retention rates.
2Details on product innovations and their expected impact on revenue.
3Management's outlook on the competitive landscape in cybersecurity.
4Insights into operational efficiencies and cost management.
5Any commentary on macroeconomic factors affecting demand for cybersecurity services.

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Company Snapshot

CrowdStrike Holdings, Inc. is a leader in cybersecurity, providing cloud-based solutions to protect organizations from cyber threats....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and can influence investor sentiment significantly.

$1.07

Revenue

Revenue growth reflects the company's ability to attract and retain customers, which is essential for its long-term success.

$1.4B

Wall Street expectations, options signals, track record, and call prep available with Pro.

CRWD Q1-2027 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+2642.34%

Avg Stock Reaction

+0.80%

Last Quarter Recap

In the last quarter, CrowdStrike reported an impressive EPS of $1.12, significantly beating expectations. The stock reacted positively with a 1.70% increase the following day.

Management Promises & Guidance

Continued focus on expanding its customer base.
Investment in product innovation to stay ahead of cyber threats.
Commitment to maintaining high customer satisfaction and retention rates.

Expectations

Wall Street Expectations

Analysts are generally optimistic about CrowdStrike's upcoming earnings, expecting continued strong performance in both EPS and revenue.

Bull Case

If CrowdStrike exceeds the EPS estimate and shows robust revenue growth, it could further solidify its market position and attract more investors.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could lead to a decline in stock price, reflecting investor concerns about growth sustainability.

Key Metrics to Watch

EPS

$1.07

Earnings per share is a key indicator of profitability and can influence investor sentiment significantly.

Revenue

$1.4B

Revenue growth reflects the company's ability to attract and retain customers, which is essential for its long-term success.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will CrowdStrike's EPS exceed the consensus estimate of $1.07?

A beat on EPS would reinforce the company's strong performance trend and could lead to a positive stock reaction.

What guidance will management provide regarding future revenue growth?

Clear and optimistic guidance on revenue could alleviate investor concerns and support the stock price.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate CrowdStrike's ability to leverage its existing customer base for upselling additional services, which could drive revenue growth beyond current expectations.

Supporting Evidence

The company has consistently beaten EPS estimates, indicating stronger-than-expected demand.

Options pricing suggests a larger move than historical averages, hinting at potential surprises.

Recent insider buying indicates confidence in the company's future performance.

Key Risk

If CrowdStrike's revenue growth significantly outpaces expectations, it could challenge the current market consensus.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether CrowdStrike can maintain its impressive growth trajectory in a competitive cybersecurity landscape.

Bull Confirmed If

An EPS of $1.10 or higher would confirm the bull case, indicating strong profitability.

Bear Confirmed If

An EPS below $1.05 would confirm the bear case, raising concerns about growth sustainability.

Pre-Earnings Positioning

Options Market

Implied Move

±12.44%

Historical Avg

±1.6%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.

Options are pricing ±12.4% while CRWD has averaged ±1.6% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

1.0%

30d HV

45.8%

Calls (1.2M)P/C Ratio: 0.95Puts (893K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If CrowdStrike beats expectations, history suggests a positive reaction, averaging a +0.80% move the next day, confirming strong demand.

In-Line / Cautious

If results are in line with expectations but management is cautious, the stock may experience muted movement as investors digest the commentary.

Miss

A miss could lead to a decline, with history suggesting an average drop of around -1.57% if expectations are not met.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

1 buy·0 sells

Members

House only

Est. Notional

$1,001.00–$15,000.00

disclosed dollar ranges

Most Active Members

D-CAGilbert CisnerosRep.
1

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on customer acquisition and retention rates.
2Details on product innovations and their expected impact on revenue.
3Management's outlook on the competitive landscape in cybersecurity.
4Insights into operational efficiencies and cost management.
5Any commentary on macroeconomic factors affecting demand for cybersecurity services.