Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc - Ordinary Shares - Class A

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Market Cap$186.07B
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Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Crowdstrike Holdings Inc - Ordinary Shares - Class ACrowdstrike Holdings Inc - Ordinary Shares - Class A-1136.1--2%39.31

Earnings Call Q1 2027

June 3, 2026 - AI Summary

Q1 FY27 results beat expectations; major growth + profitability + cash flow - Net new ARR: $255.8M (≈$256M) up 32% YoY, exceeding high end of guidance. - Ending ARR: $5.51B, accelerating >24% YoY growth. - Revenue: $1.39B, up 26% YoY, beating guidance; 4th consecutive quarter of sequential acceleration. - Profitability (non-GAAP): Operating income $325.7M, 24% operating margin, up 62% YoY (per CFO). - Cash generation: Free cash flow $468.5M (34% of revenue); record free cash flow and “Rule of 40” 59% (per CEO/CFO). - Shareholder returns: Repurchased $176M of shares in the quarter (CFO).
Guidance raised materially for FY27 (net new ARR growth acceleration) + Q2 expectations - FY27 net new ARR outlook (raised): now expects $1.279B–$1.303B, implying 27–29% YoY net new ARR growth (CFO), and midpoint growth rate ~27.7% (stated as +520 bps vs prior guidance), i.e., +~$52M higher net new ARR at the midpoint. - FY27 seasonality (new expectation): ~42% of net new ARR in H1 and ~58% in H2. - Q2 FY27 (high level): - Net new ARR: $284M–$286M (YoY growth 28–29%). - ARR: annual recurring revenue $5.793B–$5.795B (YoY growth ~24%). - Total revenue: $1.436B–$1.442B (YoY growth ~23%). - Free cash flow: expects margin at least 30% for full year; Q2 margin is seasonally lowest (CFO); CFO also provided updated seasonal split for FCF dollars: 46% H1 / 54% H2.
Core “why” behind the raise: AI-driven cybersecurity demand + module adoption + retention + the “Mythos” inflection - Management argues the AI adoption curve is creating structural demand for security that “compounds, not decelerates.” - Mythos moment (April): described as a market inflection that shifted buyers from “AI disrupts security” to “AI requires cybersecurity as foundational infrastructure,” driving increased urgency around real-time discovery/remediation of vulnerabilities and readiness. - Proof points they cite: stronger module adoption, retention, record Q2 pipeline, and AI tailwind (CEO), plus continued endpoint momentum (CFO: endpoint ending ARR growing and ending ARR acceleration).

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$578.54

Target Price by Analysts

22.6% downsideCrowdstrike Holdings Target Price DetailsTarget Price
$125.57

Current Fair Value

83.2% downside

Overvalued by 83.2% based on the discounted cash flow analysis.

Share Statistics

Market cap$186.07 Billion
Enterprise Value$185.08 Billion
Dividend Yield$- (-)
Earnings per Share$-0.65
Beta1.06
Outstanding Shares252,566,000

Return

Return on Equity-1.65%ROE
Return on Assets-0.66%
Return on Invested Capital-1.64%

Valuation & Multiples

P/E Ratio-1136.14P/E Ratio
PEG800.51PEG
Price to Sales39.35Price to Sales
Price to Book Ratio43.98Price to Book Ratio
Enterprise Value to Revenue38.46
Enterprise Value to EBIT-1631.27
Enterprise Value to Net Income-2536
Total Debt to Enterprise0.02
Debt to Equity0.96Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
June 3, 2026
EPS Estimate
$1.07
Average shareholder expectation
Revenue Estimate
$1.36 B
Average shareholder expectation

Next Earnings Call

Expected Date
June 9, 2026
EPS Estimate
$1.07
Average shareholder expectation
Revenue Estimate
$1.36 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.9510▼ 32.31%
Total Calls12,240,721▲ 15.00%
Total Puts11,640,655▼ 14.17%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %69.38%▼ 2.25%
Total Invested$68.37B▼ 18.89%
Investors Holding2,179▼ 86.00%

ESG Score

No data

About Crowdstrike Holdings Inc

Relevant Senate Committees

Appropriations

This committee directly allocates discretionary federal spending. Its subcommittees determine the precise cash flow for defense programs, scientific research, and other government initiatives, directly impacting the order books and revenue streams for federal cybersecurity contractors like Crowdstrike.

Armed Services

This committee oversees the Department of Defense and authorizes the annual NDAA, which includes significant cybersecurity spending and policy. Its decisions directly determine revenue streams and R&D funding for defense contractors, including those providing cybersecurity solutions like Crowdstrike.

Banking, Housing, and Urban Affairs

This committee regulates the financial system (Fed, SEC). Financial institutions are major clients for cybersecurity, and the committee's regulations on financial data security and emerging areas like cryptocurrency directly impact compliance requirements and demand for Crowdstrike's services.

Select Committee on Intelligence

This committee oversees the Intelligence Community (CIA, NSA) and receives classified briefings on global threats. Members would possess non-public material information directly relevant to cybersecurity threats, government priorities, and spending in the defense and cybersecurity sectors, directly impacting Crowdstrike.

Commerce, Science, and Transportation

This committee has broad jurisdiction over interstate commerce, the FCC, and FTC. It directly impacts tech companies through potential privacy laws, data security regulations, and general oversight of the digital economy, which are critical for Crowdstrike's market and operations.

Homeland Security and Governmental Affairs

This committee oversees the Department of Homeland Security, a key agency for federal cybersecurity, and regulates government procurement. Its decisions directly impact federal contracting and the regulatory environment for cybersecurity solutions like Crowdstrike's, especially concerning emerging risks like AI in government systems.