CrowdStrike Q4 Earnings Preview: Analysts Expect Revenue Beat, Even Better Guidance

Shares of CrowdStrike Holdings Inc CRWD were rising in early trading on Monday, as the cybersecurity company gears up to report its fourth-quarter results on March 4.

The Austin, Texas-based company is likely to report a revenue beat for its fiscal fourth quarter. It will also provide its fiscal 2026 guidance ahead of the consensus, according to Needham.

The Analyst: Analyst Mike Cikos maintained a Buy rating on the stock.

The Thesis: CrowdStrike could report revenues of $1,034.3 million and non-GAAP earnings of 86 cents per share, Cikos said in the note.

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The company is likely to report operating income of $188 million and operating margin of 18.2%, he added.

Investor focus is likely to be on CrowdStrike’s NNARR (net new annual recurring revenues), the analyst stated. The fourth-quarter consensus estimate of $4,209.9 million in ARR implies $192.4 million in NNARR, he added.

"CrowdStrike is likely to deliver stronger outperformance to guidance given (1) relatively consistent win-rates despite caution due to the July outage; and (2) year-end Renewal seasonality," Cikos further wrote.

Price Action: Shares of CrowdStrike Holdings had risen by 0.73% to $392.49 at the time of publication on Monday.

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