Key Stats for CrowdStrike Stock
- Pre-market Price Change for CRWD stock: -3%
- $CRWD Share Price as of Dec. 2: $516
- 52-Week High: $567
- $CRWD Stock Price Target: $536
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What Happened?
CrowdStrike (CRWD) stock is down 3% in pre-market despite posting third-quarter results that beat Wall Street expectations. The cybersecurity company reported revenue of $1.23 billion, up 22% from last year, and raised its full-year guidance.
The company’s annual recurring revenue (ARR) performance stood out. CrowdStrike added $265 million in net new ARR during the quarter, bringing total ARR to $4.92 billion. The growth rate accelerated to 23% year-over-year, showing momentum is building across the business.
Management highlighted strength across multiple product areas. The company saw gains in endpoint security, cloud protection, identity security, and its SIEM (security information and event management) offerings.
This broad-based growth reinforces the platform consolidation trend that’s been driving the business forward.
CrowdStrike’s partnership ecosystem also expanded during the quarter, given that it deepened relationships with major cloud providers, consulting firms, and infrastructure partners.
Most notably, AWS selected CrowdStrike’s Next-Gen SIEM as the default offering for millions of AWS customers directly within their security console.
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What the Market Is Telling Us About CRWD Stock
The slight decline in CRWD stock likely reflects profit-taking after a strong recent run rather than concerns about the business itself. The stock has rallied 25% over the past three months, and some investors may be locking in gains.
The company’s fundamentals remain solid as free cash flow hit a record $295.9 million for the quarter, or 24% of revenue.
CrowdStrike ended the quarter with $4.80 billion in cash, giving it plenty of firepower for continued growth investments and potential acquisitions.
Management’s confidence is evident in the updated guidance. The company now expects second-half net new ARR growth of at least 50% year-over-year, up from the previous target of 40%.
It also reaffirmed expectations for 20% net new ARR growth in fiscal 2027, even with the higher base from this year’s outperformance.
The company is positioning itself as the “operating system of cybersecurity” for the AI era. As organizations deploy more AI agents and applications, they’re creating new attack surfaces that need protection.
CrowdStrike’s platform approach addresses this by securing everything from endpoints to cloud infrastructure to SaaS applications in a single system.
While CRWD stock may see some near-term volatility after its recent gains, the company’s accelerating growth and strong cash generation suggest the business is firing on all cylinders.
Investors will be watching closely to see if the momentum continues into the critical fourth quarter.
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
