Crowdstrike Holdings Inc - Ordinary Shares - Class A
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+ FollowMarket Cap$256.42B
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Earnings Call Q2 2027
August 26, 2026 - AI Summary
Q2 FY27 delivered a “record” AI-driven acceleration (core growth + profitability): Net new ARR hit an all-time record $333M (up 51% YoY), ending ARR grew to $5.84B (up 25%+ YoY), and total revenue reached $1.47B (up 26% YoY). Profitability also surged with record non-GAAP operating income $372M (up 46% YoY) and record free cash flow $377M (26% of revenue, up 33% YoY).
Guidance raised materially—signals durability into FY27: FY27 net new ARR outlook increased by ~630 bps (about +$116M vs initial outlook). At the midpoint, the company now expects ~$1.35B net new ARR (about 34% YoY).
- Q3 FY27 outlook (midpoint-style ranges): net new ARR $343–$347M (~29–31% YoY); total revenue $1.523–$1.529B (~23–24% YoY); continued strong profitability and FCF expectations (non-GAAP).
- FY27 revenue outlook: total revenue $5.991–$6.011B (~25% YoY).
FalconFlex momentum is a major upside driver (platform consolidation economics): FalconFlex ended the quarter with ending ARR > $2.29B (up 101% YoY). “FlexFirst” execution was strong:
- Top deals were heavily Flex-weighted (all top 10 by deal value were Flex).
- Record Flex deal volume adding >935 Flex accounts (about 10+ Flexes per day in Q2), with re-flex dynamics showing meaningful uplift: >40% average ending ARR uplift when converting standard subscriptions to Flex; first re-flex typically ~8 months after initial Flex; re-flex uplifts ~25% and customers re-flexing at least twice averaged ~53% higher ending ARR vs initial Flex baseline.
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$27.29
88.7% downside
Current Fair Value
88.7% downsideOvervalued by 88.7% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $256.42 Billion |
|---|---|
| Enterprise Value | $255.73 Billion |
| Earnings per Share | $-0.16 |
| Beta | 1.2 |
| Outstanding Shares | 1,017,225,000 |
Return
| Return on Equity | 1.10% |
|---|---|
| Return on Assets | 0.47% |
| Return on Invested Capital | 0.72% |
Valuation & Multiples
| P/E Ratio | 7114.49 |
|---|---|
| PEG | -6659.57 |
| Price to Sales | 48.2 |
| Price to Book Ratio | 48.2 |
| Enterprise Value to Revenue | 47.39 |
| Enterprise Value to EBIT | 4676.63 |
| Enterprise Value to Net Income | 4569 |
| Total Debt to Enterprise | 0.02 |
| Debt to Equity | 0.85 |
Revenue Sources
No data
Last Earnings Call
Report Date
September 1, 2026
EPS Estimate
$0.29
Consensus analyst estimateRevenue Estimate
$1.44 B
Consensus analyst estimateNext Earnings Call
Expected Date
December 1, 2026
EPS Estimate
$0.31
Consensus analyst estimateRevenue Estimate
$1.53 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 1.88, the ratio is above 1, so institutions hold more puts than calls. That is a more cautious stance.
| Put/Call Ratio | 1.8834▲ 89.72% |
|---|---|
| Total Calls | 209,516▼ 98.38% |
| Total Puts | 394,600▼ 96.91% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 3.47%▼ 73.34% |
|---|---|
| Total Invested | $9.29B▼ 75.02% |
| Investors Holding | 1,187▼ 1409.00% |
About Crowdstrike Holdings Inc
10,698 employees
CEO: George R. Kurtz
CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT o...