Veteran analyst's words on CrowdStrike turns heads
Here’s what could be next for CrowdStrike.
CrowdStrike (CRWD) ’s months-long stock rally since last August has come to a stop.
Despite posting solid fourth-quarter results, the cybersecurity software provider’s weaker-than-expected guidance sent shares shedding more than 6% on March 5.
For the fourth quarter, CrowdStrike reported earnings of $1.03 per share, above Wall Street’s $0.86 consensus. Revenue of $1.06 billion also topped forecasts, slightly ahead of the $1.04 billion consensus.
However, the company projected EPS for the full year 2025 between $3.33 and $3.45, well below analysts’ $4.43 consensus. Revenue guidance of $4.74 billion to $4.81 billion was roughly in line with Wall Street’s $4.78 billion estimate.
