CrowdStrike Holdings, Inc. Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
29.3%projected annual EPS growth
Analyst Coverage
50analysts covering
FY Revenue (est.)
$5.9Bnext fiscal year
FY EPS (est.)
$1.23next fiscal year
Monitoring Framework
Key Performance Indicators
Ending annual recurring revenue (USD billions) Quarterly5.8Target: $6.603-$6.6119 billion at FY27 end
Quarterly net new annual recurring revenue (USD millions) Quarterly332.8Target: 34% year-over-year FY27 net-new-ARR growth at the guidance midpoint
Ending ARR from accounts adopting Falcon Flex (USD billions) Quarterly2.3
Watch Items
- FY27 ending-ARR guidance executionAction: Reassess the growth thesis and scenario valuation if fiscal-year ending ARR falls below management's guidance floor.
- Falcon Flex adoption momentumAction: Review whether platform consolidation and flexible consumption are losing momentum; reduce the bull-case probability if the condition persists.
Research as of 29 Aug 2026