Equity Profile

CRWD

CrowdStrike Holdings, Inc.

Information TechnologySystems Software$169.6B

Jun3Wed

Pre-Earnings Brief

UpcomingQ1-2027After Close5:00 PM EDT

Company Snapshot

CrowdStrike Holdings, Inc. is a leader in cybersecurity, specializing in cloud-based endpoint protection....

Key Metrics to Watch

EPS

Earnings per share is a critical measure of profitability, and investors will be keen to see if CrowdStrike can maintain its strong performance.

$1.07

Revenue

Revenue growth reflects the company's ability to expand its customer base and increase sales, which is essential for sustaining its market position.

$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, specializing in cloud-based endpoint protection. As businesses increasingly rely on digital infrastructure, CrowdStrike's services are vital for safeguarding against cyber threats, making it a key player in the Information Technology sector.

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 surpassing estimates. The stock reacted positively, rising by 1.70% the following day.

Management Promises & Guidance

Continued focus on expanding their cloud-based services.
Commitment to enhancing AI-driven cybersecurity solutions.
Plans to increase investments in research and development.

Expectations

Wall Street Expectations

Analysts expect CrowdStrike to report strong earnings, with a consensus EPS of $1.07 and revenue of $1.4 billion. Given the company's recent performance, there is optimism about its ability to exceed these expectations.

Bull Case

If CrowdStrike delivers better-than-expected earnings and revenue, it could signal robust demand for its cybersecurity solutions, potentially leading to a surge in stock price.

Bear Case

Conversely, if the company fails to meet earnings expectations or provides weak guidance, it could raise concerns about its growth trajectory, leading to a decline in stock value.

Key Metrics to Watch

EPS

$1.07

Earnings per share is a critical measure of profitability, and investors will be keen to see if CrowdStrike can maintain its strong performance.

Revenue

$1.4B

Revenue growth reflects the company's ability to expand its customer base and increase sales, which is essential for sustaining its market position.

Expectations

Two Questions That Matter

The print will turn on these two things.

Can CrowdStrike achieve an EPS of $1.07 or higher this quarter?

This EPS figure is crucial for maintaining investor confidence and validating the company's growth strategy.

What guidance will CrowdStrike provide for future revenue growth?

Investors will closely scrutinize guidance to assess the company's outlook in a competitive cybersecurity market.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate CrowdStrike's ability to leverage AI advancements in cybersecurity, which could drive higher-than-expected revenue growth.

Supporting Evidence

CrowdStrike's recent innovations in AI-driven security solutions could attract new customers.

The strong historical EPS surprises suggest a trend of exceeding expectations.

Options pricing indicates a significant anticipated move, reflecting investor sentiment.

Key Risk

If the company reports an EPS below $1.07, it could challenge the bullish sentiment surrounding its growth potential.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether CrowdStrike can sustain its recent growth momentum amid increasing competition.

Bull Confirmed If

Achieving an EPS of $1.07 or better would confirm strong demand and operational efficiency.

Bear Confirmed If

An EPS below $1.06 could raise concerns about the company's growth prospects.

Pre-Earnings Positioning

Options Market

Implied Move

±12.44%

Historical Avg

±1.6%

Pricing rich

The options market is pricing in a significant move, indicating that investors are anticipating 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)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$5.8M

13,157 sh

2 insiders

Net

$5.8M

Net selling

Most Active Insiders· 55 open-market trades

PRESIDENT AND CEOKurtz George
$4.4M
Net selling

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If CrowdStrike beats expectations, history suggests a positive reaction, potentially leading to a +0.80% move in the stock price.

In-Line / Cautious

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

Miss

Should the company miss earnings expectations, history indicates a potential decline of around -1.57% in the stock price.

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

1Details on customer acquisition rates and retention metrics.
2Updates on new product launches and their market reception.
3Insights into competitive pressures and market share changes.
4Any commentary on macroeconomic factors affecting cybersecurity spending.
5Future guidance on revenue growth and strategic initiatives.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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Company Snapshot

CrowdStrike Holdings, Inc. is a leader in cybersecurity, specializing in cloud-based endpoint protection....

Key Metrics to Watch

EPS

Earnings per share is a critical measure of profitability, and investors will be keen to see if CrowdStrike can maintain its strong performance.

$1.07

Revenue

Revenue growth reflects the company's ability to expand its customer base and increase sales, which is essential for sustaining its market position.

$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 surpassing estimates. The stock reacted positively, rising by 1.70% the following day.

Management Promises & Guidance

Continued focus on expanding their cloud-based services.
Commitment to enhancing AI-driven cybersecurity solutions.
Plans to increase investments in research and development.

Expectations

Wall Street Expectations

Bull Case

If CrowdStrike delivers better-than-expected earnings and revenue, it could signal robust demand for its cybersecurity solutions, potentially leading to a surge in stock price.

Bear Case

Conversely, if the company fails to meet earnings expectations or provides weak guidance, it could raise concerns about its growth trajectory, leading to a decline in stock value.

Key Metrics to Watch

EPS

$1.07

Earnings per share is a critical measure of profitability, and investors will be keen to see if CrowdStrike can maintain its strong performance.

Revenue

$1.4B

Revenue growth reflects the company's ability to expand its customer base and increase sales, which is essential for sustaining its market position.

Expectations

Two Questions That Matter

The print will turn on these two things.

Can CrowdStrike achieve an EPS of $1.07 or higher this quarter?

This EPS figure is crucial for maintaining investor confidence and validating the company's growth strategy.

What guidance will CrowdStrike provide for future revenue growth?

Investors will closely scrutinize guidance to assess the company's outlook in a competitive cybersecurity market.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate CrowdStrike's ability to leverage AI advancements in cybersecurity, which could drive higher-than-expected revenue growth.

Supporting Evidence

CrowdStrike's recent innovations in AI-driven security solutions could attract new customers.

The strong historical EPS surprises suggest a trend of exceeding expectations.

Options pricing indicates a significant anticipated move, reflecting investor sentiment.

Key Risk

If the company reports an EPS below $1.07, it could challenge the bullish sentiment surrounding its growth potential.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether CrowdStrike can sustain its recent growth momentum amid increasing competition.

Bull Confirmed If

Achieving an EPS of $1.07 or better would confirm strong demand and operational efficiency.

Bear Confirmed If

An EPS below $1.06 could raise concerns about the company's growth prospects.

Pre-Earnings Positioning

Options Market

Implied Move

±12.44%

Historical Avg

±1.6%

Pricing rich

The options market is pricing in a significant move, indicating that investors are anticipating 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)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$5.8M

13,157 sh

2 insiders

Net

$5.8M

Net selling

Most Active Insiders· 55 open-market trades

PRESIDENT AND CEOKurtz George
$4.4M
Net selling

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If CrowdStrike beats expectations, history suggests a positive reaction, potentially leading to a +0.80% move in the stock price.

In-Line / Cautious

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

Miss

Should the company miss earnings expectations, history indicates a potential decline of around -1.57% in the stock price.

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

1Details on customer acquisition rates and retention metrics.
2Updates on new product launches and their market reception.
3Insights into competitive pressures and market share changes.
4Any commentary on macroeconomic factors affecting cybersecurity spending.
5Future guidance on revenue growth and strategic initiatives.