CrowdStrike Surpasses Q4 Estimates with Strong Revenue and EPS Growth
CrowdStrike Holdings Inc. (CRWD) delivered a robust fourth-quarter performance, exceeding analyst expectations on both revenue and earnings per share. The cybersecurity firm reported EPS of $1.12, $0.02 above consensus, with revenue climbing 23.3% year-over-year to $1.31 billion. Annual Recurring Revenue (ARR) reached $5.25 billion, marking a 23.8% annual increase and narrowly surpassing Wall Street projections.
Operating metrics showed significant improvement, with adjusted operating income hitting $325.8 million (25% margin) and free cash Flow margin expanding to 28.8%. The company's Q1 CY2026 revenue guidance of $1.36 billion (midpoint) also came in slightly above expectations, signaling continued momentum.
Investors responded positively, pushing the stock to $391.42 on heavy volume before settling NEAR $393. However, insider selling activity remains notable, with executives disposing of over 100,000 shares in recent months.
