CrowdStrike Holdings (CRWD)
Coverage summary
Aardvark Labs Capital Research has covered CrowdStrike Holdings (CRWD) since August 28, 2025. The company is in the Technology sector. This page lists 5 reports: 5 earnings recaps.
The latest is the Q2 FY27 Earnings Recap, published September 1, 2026. The current rating is Hold, unchanged since the Q1 FY27 Earnings Recap of June 4, 2026. The rating has changed twice since coverage began.
Translations: 5 in Chinese.
Rating history
All CRWD reports
Recap: Q2 FY27
Maintaining Hold on CrowdStrike: Billings Re-Accelerates to 29% and Net New ARR Jumps 51%, But a 20% Melt-Up to ~39x Sales Prices In the Fix
Recap: Q1 FY27
Downgrading CrowdStrike to Hold: A Genuine Beat-and-Raise and a Real AI Inflection — But a Billings Miss and a Near-Double to ~31x Sales Make This a Price Call, Not a Business Call
Recap: Q4 FY26
Maintaining CrowdStrike at Outperform: A Blockbuster $5B-ARR Finish, GAAP Profitability Returns, Microsoft Opens Its Marketplace — and the Stock Is 24% Cheaper Than at Our Upgrade
Recap: Q3 FY26
Upgrading CrowdStrike to Outperform: The Reacceleration Doesn't Just Confirm — It Accelerates, the Back-Half Guide Jumps to 50%, and AWS Makes Falcon Its Default SIEM
Recap: Q2 FY26
Initiating CrowdStrike at Hold: Reacceleration Arrives a Quarter Early and Falcon Flex Crosses 1,000 Customers — But the Multiple Already Prices the Recovery