CrowdStrike beat earnings estimates in Q2 2025, raised 2026 guidance, and saw strong stock demand despite profitability concerns.

CrowdStrike reported strong Q2 earnings on August 27, 2025, with $0.93 EPS, exceeding estimates by $0.10, and $1.17 billion in revenue, a 21.4% year-over-year increase. The company raised its fiscal 2026 guidance to $3.60–$3.72 per share and expects Q3 2026 EPS of $0.93–$0.95. Despite negative profitability metrics, the stock traded at $502.63 on September 18, with a market cap of $126.14 billion. Analysts maintain a "Moderate Buy" consensus rating with a $471.23 average price target. Morgan Stanley, Rosenblatt Securities, and others raised their targets, citing growth and strong demand for its cloud-based cybersecurity platform. Institutional investors hold 71.16% of shares, and insiders collectively own 3.32%, though recent insider sales totaled $67.34 million in the past 90 days.