CrowdStrike
Sells Falcon subscriptions securing endpoints, identities, clouds, data, security operations, and enterprise AI.
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Profile
Sells modular cybersecurity subscriptions for endpoints, cloud workloads, identities, data, security operations, and AI through the Falcon platform, with professional services contributing a small share. A single sensor and shared data layer let customers activate additional modules, making renewals, cross-selling, and platform reliability central to the model.
Protects enterprise endpoints, cloud workloads, identities, data, and AI systems through the cloud-delivered Falcon platform. Named product families span Endpoint and Workspace Security, Identity Protection, Cloud Security, Next-Gen SIEM and log management, Exposure Management, Data Protection, SaaS Security, threat intelligence, and managed detection and response.
Uses a single lightweight sensor to collect telemetry that a shared cloud data layer reuses across detection, investigation, automated response, and additional modules. That architecture supports rapid deployment and security-tool consolidation, while Charlotte AI and AI Detection and Response extend automation and protection to enterprise AI.
Earns most revenue from subscriptions, supplemented by incident-response and advisory services. Revenue is concentrated in the United States, with international sales. Results depend on renewals, customers adding modules, and reliable platform updates; litigation and customer claims tied to the global outage remain unresolved.
Company facts
Categories
Key statistics
Year to date +92.6% · Average volume (30d) 8.5M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 28, 2026 | Argus Research | Target | $230 | $425 | |
| Aug 28, 2026 | Wells Fargo | Target | $230 | $235 | |
| Aug 27, 2026 | RBC Capital | Target | $260 | $250 | |
| Aug 27, 2026 | Raymond James | Reiterate | Outperform | $390 | $240 |
| Aug 27, 2026 | D.A. Davidson | Target | $765 | $245 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 26, 2026Q2 FY27 | $0.29 | $0.31 | +6.3% | $1.44B | $1.47B | +2.1% | +20.50% |
| Jun 3, 2026Q1 FY27 | $0.27 | $0.28 | +3.7% | $1.36B | $1.39B | +1.7% | −3.81% |
| Mar 3, 2026Q4 FY26 | $0.27 | $0.28 | +2.8% | $1.30B | $1.31B | +0.6% | +4.15% |
| Dec 2, 2025Q3 FY26 | $0.23 | $0.24 | +2.2% | $1.21B | $1.23B | +1.6% | +1.47% |
Financial highlights
| 12 quarters | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 | Q2 FY27 | |
|---|---|---|---|---|---|---|---|
| Revenue | $1.10B | $1.17B | $1.23B | $1.31B | $1.39B | $1.47B | |
| Gross profit | $814.3M | $858.7M | $926.4M | $993.7M | $1.04B | $1.10B | |
| Operating income | −$124.7M | −$113.0M | −$69.4M | $13.8M | −$30.6M | −$33.2M | |
| Net income | −$110.2M | −$77.7M | −$34.0M | $59.4M | $27.8M | $5.3M | |
| Diluted EPS | −$0.11 | −$0.08 | −$0.04 | $0.04 | $0.03 | $0.00 | |
| Gross margin | 73.8% | 73.5% | 75.1% | 76.1% | 75.3% | 74.6% | |
| Operating margin | -11.3% | -9.7% | -5.6% | 1.1% | -2.2% | -2.3% |
Fiscal years (4-quarter sums)FY22 $1.45B · FY23 $2.24B · FY24 $3.06B · FY25 $3.95B · FY26 $4.81B
Revenue by product · Q2 FY27
Revenue by geography · Q2 FY27
Balance sheet, Jul 31, 2026Cash & short-term investments $5.01B · Total debt $820.2M · Total assets $12.03B · Shareholders' equity $5.10B
Dividends
No dividends on record.
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 1.02B · Float 1.00B · 98.2% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| George Kurtz · director, officer: PRESIDENT AND CEO | 7.89M | 0.77% | Form 4 | Aug 27, 2026 |
| Sameer K. Gandhi · director | 2.91M | 0.29% | Form 4 | Aug 6, 2026 |
| Burt W. Podbere · officer: CHIEF FINANCIAL OFFICER | 696.8K | 0.07% | Form 4 | Aug 4, 2026 |
| Denis Oleary · director | 165.4K | 0.02% | Form 4 | Jul 15, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 26, 2026 | George Kurtz | director, officer: PRESIDENT AND CEO | −10,000 | $188.52 |
| Aug 25, 2026 | George Kurtz | director, officer: PRESIDENT AND CEO | −10,000 | $187.22 |
| Aug 24, 2026 | George Kurtz | director, officer: PRESIDENT AND CEO | −7,025 | $191.07 |
| Aug 21, 2026 | George Kurtz | director, officer: PRESIDENT AND CEO | −10,000 | $190.32 |
| Aug 20, 2026 | George Kurtz | director, officer: PRESIDENT AND CEO | −10,000 | $193.47 |
Peers
- Microsoft
Endpoint market leader with Defender XDR and Sentinel SIEM in Microsoft 365.
- Palo Alto Networks
Platform consolidation rival: SOC, endpoint, cloud, and exposure management.
- SentinelOne
Closest pure-play EDR/XDR rival; on-agent autonomous AI vs Falcon telemetry.
- Fortinet
Security Fabric vendor competing in endpoint and XDR via firewall-first motion.
- Cisco Systems
Endpoint and SIEM competitor via Cisco Secure Endpoint and Splunk (acq. 2024).
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| CrowdStrike | $217.75 | −0.30% | $222.39B | 6,720.0 | 157.7 | 41.2 | +25.8% |
| Microsoft | $513.06 | −0.06% | $3.81T | 28.6 | 26.2 | 11.5 | +17.8% |
| Palo Alto Networks | $372.18 | +0.16% | $302.85B | 323.1 | 94.9 | 28.6 | +31.2% |
| SentinelOne | $21.42 | −0.63% | $7.25B | — | 49.4 | 6.6 | +20.6% |
| Fortinet | $165.78 | −0.16% | $121.80B | 58.5 | 47.4 | 16.2 | +25.6% |
| Cisco Systems | $109.95 | +0.01% | $433.28B | 33.0 | 21.4 | 6.8 | +17.6% |
| Median | 45.7 | 47.4 | 11.5 | +20.6% |