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CrowdStrike Earnings Test Amid AI Security Boom
25 Aug
Summary
- CrowdStrike reports Q2 earnings on August 27, 2025
- Analysts expect 20% drop in earnings, but 19% revenue growth
- Stock has climbed 23% YTD, driven by AI-powered security demand

On August 25, 2025, CrowdStrike (NASDAQ:CRWD) is set to report its Q2 Fiscal 2026 earnings, with Wall Street closely watching the results. Analysts anticipate the company will post earnings of $0.83 per share, a decline of around 20% from the same period a year earlier. However, revenue is expected to near $1.15 billion, representing a roughly 19% increase year-over-year.
The stock has climbed approximately 23% since the start of 2025 and 58% over the past 12 months, driven by the growing demand for AI-powered security solutions and the steady expansion of CrowdStrike's cloud-native Falcon platform. Customers continue to renew their contracts, and the company's cross-sell momentum across its various modules is supporting its recurring revenue growth.
Despite the positive trends, the shares trade at a premium, and investors are concerned about whether CrowdStrike can maintain its sales growth in the back half of the year. Guggenheim's John DiFucci remains neutral on the stock, noting that the company can meet its revenue and annual recurring revenue (ARR) targets but offering limited upside from current levels. In contrast, Wells Fargo's Andrew Nowinski stays bullish, with a $550 price target, citing improving demand and the introduction of new products like Cloud Security and Identity Protection to drive ARR.