CrowdStrike Poised for Strong Earnings Season Amid Evolving Cyber Threat Landscape
CrowdStrike Holdings Inc is on the cusp of a potentially strong earnings season, with analysts predicting a revenue beat in its Q4 2025 earnings. As the company continues to navigate the ever-changing landscape of cyber threats, its demand trends are showing signs of improvement. However, the recovery of its Average Revenue Run Rate (ARR) remains a work in progress.
The latest report from CrowdStrike highlights the shifting nature of cyber threats, with a significant increase in malware-free intrusions. In 2024, a staggering 79% of intrusions were found to be malware-free, a notable jump from the 40% recorded in 2019. This trend underscores the growing complexity of cyber threats, which are increasingly sophisticated and difficult to detect.
Despite the challenges, CrowdStrike’s strong growth and customer retention have led to a raised price target of $450. This optimism is a testament to the company’s ability to adapt to the evolving cyber threat landscape and deliver value to its customers. However, the overall market remains cautious, with the DAX expected to start lower on Tuesday.
Key Takeaways:
- Analysts predict a revenue beat in CrowdStrike’s Q4 2025 earnings
- Demand trends are improving, but ARR recovery remains a work in progress
- 79% of intrusions in 2024 were malware-free, up from 40% in 2019
- Raised price target of $450 reflects the company’s strong growth and customer retention
- Overall market remains cautious, with the DAX expected to start lower on Tuesday