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Sentiment · FY2026 Q4
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Saket Kalia | Barclays | 6 | 0% |
| Gabriela Borges | Goldman Sachs | 6 | 0% |
| Brian Essex | JPMorgan | 6 | 0% |
| Matt Hedberg | RBC Capital Markets | 6 | 0% |
| Joe Gallo | Jefferies | 5 | 0% |
| Tal Liani | Bank of America | 5 | 60% |
| Roger Boyd | UBS | 4 | 0% |
| Andy Nowinski | Wells Fargo | 4 | 25% |
| Fatima Boolani | Citigroup | 3 | 0% |
| Patrick Colville | Scotiabank | 3 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Goldman Sachs | 1 | 6 | 0% |
| JPMorgan | 1 | 6 | 0% |
| RBC Capital Markets | 1 | 6 | 0% |
| Barclays | 1 |
| 6 |
| 0% |
| Bank of America | 1 | 5 | 60% |
| Jefferies | 1 | 5 | 0% |
| UBS | 1 | 4 | 0% |
| Wells Fargo | 1 | 4 | 25% |
CrowdStrike closed FY2026 with Q4 revenue of $1.31 billion, up 23% and exceeding guidance, while ending ARR crossed the $5 billion milestone. Record net new ARR of $331 million grew 47% year-over-year, and operating income exceeded $1 billion for the first time with non-GAAP EPS reaching a record $1.12. The company returned to GAAP profitability at $0.15 per share. New FY2027 guidance was introduced targeting revenue of $5,868 to $5,928 million with 22% to 23% growth.
Competitive Dynamics | Revenue Growth | Cloud & AI | Subscriber Growth | Demand | Innovation & R&D | Guidance Reliability | Pricing | |
|---|---|---|---|---|---|---|---|---|
| 2025Q3 | 2 | 5 | 1 | 4 | 3 | 2 | 4 | |
| 2025Q4 | 3 | 5 | 3 | 3 | 1 | 2 | ||
| 2026Q1 | 4 | 3 | 2 | 5 | 4 | 2 | 2 | 1 |
| 2026Q2 | 6 | 4 | 4 | 1 | 3 | 3 | 2 | 1 |
| 2026Q3 | 4 | 2 | 3 | 4 | 4 | 4 | 2 | |
| 2026Q4 | 5 | 1 | 6 | 1 | 3 | 2 | 1 | 1 |
| '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | '26Q4 | |
|---|---|---|---|---|---|---|
| Competitive Dynamics | 2 | 3 | 4 | 6 | 4 | 5 |
| Revenue Growth | 5 | 5 | 3 | 4 | 2 | 1 |
| Cloud & AI | 1 | 3 | 2 | 4 | 3 | 6 |
| Subscriber Growth | 4 | 3 | 5 | 1 | 4 | 1 |
| Demand | 3 | 4 | 3 | 4 | 3 | |
| Innovation & R&D | 2 | 2 | 3 | 4 | 2 | |
| Guidance Reliability | 4 | 1 | 2 | 2 | 1 | |
| Pricing | 2 | 1 | 1 | 2 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
CRWD CrowdStrike | 9 | +23.3% | |
| ADBE Adobe Inc. | 7 | +12.0% | |
| AKAM Akamai Technologies | 6 | +5.8% | |
| CPAY Corpay | 8 | +25.4% | |
| FFIV F5, Inc. | 8 | +11.0% | |
| FTNT Fortinet | 10 | +20.1% | |
| GDDY GoDaddy | 7 | +6.1% | |
| GEN Gen Digital | 6 | +27.0% | |
| MSFT Microsoft Corporation | 8 | +18.3% | |
| NET Cloudflare, Inc. | 10 | +33.5% | |
| ORCL Oracle Corporation | 9 | +21.7% | |
| PANW Palo Alto Networks | 6 | +14.9% | |
| PLTR Palantir Technologies | 10 | +84.7% | |
| SNPS Synopsys | 7 | +41.9% | |
| VRSN Verisign | 7 | +6.6% | |
| XYZ Block, Inc. | 8 | +4.9% | |
| ZS Zscaler | 9 | +25.4% |