CrowdStrike Earnings Report: The Stock Is Setting New Highs
CrowdStrike Earnings Report: The Stock Is Setting New Highs
By:Mike Butler
It’s one of the few tech stocks that’s been able to wade through the tariff turmoil
- CrowdStrike will report quarterly earnings on after the market closes tomorrow.
- The company is expected to report an earnings-per-share of $0.66 on $1.1 billion in revenue.
- Its stock reached a new all-time high of $476.87 today and is up over 37% this year.
- Investors will want to hear more in the earnings call about the Falcon platform and growth plans for sustainable growth in FY ’26.
This earnings season is coming to a close, but CrowdStrike (CRWD) isn't slowing down after reaching a new all-time-high in the stock price of $476.87 just a day before earnings are released. The Texas-based cybersecurity tech company offers multi-layer cybersecurity. It’s had a wildly successful 2025, with total revenue growth 29% higher than 2024, including a 31% increase in subscription revenue. Its stock is up over 37% this year, and it's been one of the few strong tech stocks that has been able to wade through the tariff turbulence we saw in April.
CrowdStrike is expected to report an earnings-per-share (EPS) of $0.66 on $1.1 billion in revenue.
Company founder and CEO George Kurtz, offered positive words in the last earnings call that included stats for the full 2025 fiscal year: “Delivering $224 million of net new ARR, which brings our ending ARR to $4.24 billion, places us firmly on the flight path to our $10 billion ending ARR goal ... As businesses of all sizes rapidly adopt AI, stopping the breach necessitates cybersecurity’s AI-native platform. We are seeing strong momentum in our Next-Gen SIEM, Cloud Security and Identity Protection businesses, surpassing $1.3 billion in combined ending ARR. With 97% gross retention and accounts adopting Falcon Flex adding over $1 billion of in-quarter deal value, customers are increasingly consolidating on the Falcon platform as their AI-native SOC for today and tomorrow."
It's clear CrowdStrike is a go-to platform for many different cybersecurity offerings, with sustainable growth initiatives in focus for this quarter's earnings call.
Looking at the implied volatility of the options market, we can see +/- $33.29 implied stock price move for this week. With the stock hovering at new highs of around $476 per share, this puts the earnings week expected move at almost 7% of the stock price's notional value. This is on the higher end of the range for typical earnings announcements, which usually fall between 5%-10%.
Looking to July of this year, we can see a +/- $57.01 implied stock price range for the next 46 days. With this week's implied stock price range accounting for more than 50% of July's range, we can tell the market is placing a heavy weight on what's released during this earnings call. It will be interesting to see if the company can keep posting strong quarterly figures, potentially sending the stock to another new all-time high.
Bullish on CrowdStrike stock for earnings
If you're bullish on CRWD stock for earnings, you're looking for earnings numbers that exceed EPS and revenue estimates. If the company can comment on plans for sustainable growth initiatives for the new fiscal year that could result in another strong year-over-year (YoY) result, we could see the stock price climb higher. Crowdstrike's tariff implications are minimal because it’s a service company and thus does not depend solely on hardware and supply chain relationships. This could, at the very least, help keep the stock price afloat as AI demand continues to expand.
Bearish on CrowdStrike stock for earnings
If you're bearish on CRWD stock for earnings, you're looking for an EPS or revenue miss. With the stock setting new all-time-highs ahead of the announcement, any kind of pullback or slowdown in growth could send the stock price lower. This is especially true if there is a "profit-taking" wave of sellers, which could create some real downside pressure on the stock price even if the earnings figures are decent.
Tune in to Options Trading Concepts Live at 11 a.m. CT tomorrow ahead of CrowdStrike earnings for some in-depth options trading strategy ideas.
Mike Butler, tastylive director of market intelligence, has been in the markets and trading for a decade. He appears on Options Trading Concepts Live, airing Monday-Friday. @tradermikeyb
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