Strong performance and guidance exceeding expectations highlight the AI tailwind! CrowdStrike(CRWD.US) receives positive ratings from major bank analysts

CryptoTimes Finance APP has learned that cybersecurity giant CrowdStrike (CRWD.US) announced better-than-expected fiscal 2026 Q4 results and guidance, receiving positive reviews from Wall Street analysts.

The earnings report shows that CrowdStrike’s revenue in Q4 increased by 23% year-over-year to $1.305 billion, surpassing the average analyst estimate of about $1.3 billion. Subscription-based revenue reached approximately $1.242 billion, up 23% year-over-year. Non-GAAP adjusted earnings per share were $1.12, up 38% year-over-year, exceeding the analyst consensus of $1.10. As of January 31, 2026, the company’s annual recurring revenue (ARR) grew significantly by 24% year-over-year to $5.25 billion, with $330.7 million of new net ARR in Q4—up 47% year-over-year, setting a record and far exceeding the analyst estimate of about $300 million.

Regarding outlook, for Q1 FY2027, CrowdStrike expects ARR between $5.5018 billion and $5.5038 billion; revenue guidance around $1.36 billion to $1.364 billion, slightly above the analyst average of about $1.36 billion; and adjusted EPS guidance between $1.06 and $1.07, roughly in line with expectations. For the full FY2027, CrowdStrike projects ARR between $6.4658 billion and $6.5164 billion; revenue guidance from $5.8676 billion to $5.9276 billion, higher than the analyst consensus of approximately $5.86 billion to $5.87 billion; and adjusted EPS guidance from $4.78 to $4.90, slightly above expectations.

Following the release of this latest financial report, Royal Bank of Canada Capital Markets maintained its “Outperform” rating on the stock with a target price of $550. Lead analyst Matthew Hedberg stated, “CrowdStrike delivered a very strong quarter, achieving scaled accelerated growth and raising FY2027 ARR guidance. The growth is broad-based, with Flex/Re-Flex products continuing to drive momentum. Even with the upward revision, we believe there is potential for an outperformance year, possibly pointing to accelerated ARR growth.” The bank’s analyst noted that CrowdStrike, as a scaled cybersecurity integrator with accelerating growth, remains a top pick and is poised to benefit from AI adoption.

Wedbush also maintained its “Outperform” rating on CrowdStrike but lowered its target price from $600 to $550. Led by analyst Dan Ives, the team said that CrowdStrike’s Q4 results slightly exceeded expectations in revenue and profit, with strong guidance for FY2027 surpassing market forecasts. Ives commented, “CrowdStrike remains on the Ives AI 30 list. We continue to believe that, amid the current software sector sell-off, CrowdStrike’s position as the ‘gold standard’ in cybersecurity remains solid. Its innovative and industry-leading Falcon platform is becoming increasingly important in the new AI threat landscape.” The analyst added that CrowdStrike remains one of their top cybersecurity picks for 2026, as they believe the market underestimates the growth potential embedded in the company’s long-term AI growth story.

Evercore maintained its “Market Perform” rating on CrowdStrike but raised its target price from $375 to $395. Led by analyst Peter Levine, the team said, “CrowdStrike’s Q4 results were solid, consistent with last quarter’s tone—rigorous execution and resilient fundamentals, with no significant surprises. We view this quarter’s results and guidance as balanced and in line with expectations.”

Morgan Stanley maintained its “Hold” rating on CrowdStrike but lowered its target price from $537 to $487. Analyst Meta Marshall and team stated, “CrowdStrike’s Q4 results beat expectations across the board. The company indicated continued expansion of Flex, Cloud, next-generation SIEM, and Identity products, while EDR products accelerated. We see tailwinds from AI and platformization, which encourages us after the recent pullback in the stock price.”