Stock market today: S&P 500 extends monthly win streak despite Nvidia-led stumble
CrowdStrike’s expansion beyond endpoint protection into identity, cloud and managed detection and response via its Falcon platform is translating into strong financials. In the first quarter, revenue climbed almost 20% year over year to $1.10 billion, while earnings of $0.73 per share comfortably outpaced Street expectations.
Cybersecurity peers signal strength: Varonis exceeded revenue expectations with 16.7% YoY growth and a 5.3% stock gain. Qualys also beat estimates with 10.3% revenue growth, though its shares were unchanged.
Key Highlights
- CrowdStrike was recognized as a Leader in the 2025 IDC MarketScape for Worldwide Incident Response Services and Worldwide Exposure Management.
- IDC MarketScape praised CrowdStrike’s cloud‑native, intelligence‑driven Falcon platform for combining AI‑accelerated automation, 24/7 global IR expertise, and ongoing Pulse consulting to deliver rapid, consistent detection, investigation, remediation, and continuous visibility during incidents.
- Demand from data breaches, hybrid work and cloud migration is lifting CrowdStrike; the Falcon platform’s 29 cloud modules and strategic acquisitions are strengthening its differentiation and accelerating user adoption.
Analysts Expectation
- BMO Capital lowered CrowdStrike’s target price to $460 from $500, maintaining an Outperform rating. While channel feedback for Q2 was positive—highlighting strong Falcon Flex and Next-Gen SIEM sales—concerns about future guidance and the need for 22–23% ARR and revenue growth in FY27 led to the price cut.
- Cantor Fitzgerald maintains an Overweight rating and $475 target on CRWD, citing optimism for H2 revenue reacceleration. However, they remain cautious about near-term endpoint market constraints, macro headwinds, and high valuations, emphasizing the need for continued channel investments to grow emerging categories.
WDAY Q2 2025 earnings after market on Wednesday August 27, 2025 
Technical Analysis Perspective
- CRWD rejected a rising trendline resistance from July 2024 high at 518 in June 2025.
- It previously tested the same trendline resistance in February 2025, then dropped to a rising trendline support at 298 in early April 2025.
- Currently, after failing to break 518, the stock aims for support levels between 380-352 along the same ascending trendline.
- A post-earnings rally to 435–445 is possible to test the falling trendline from the July 7, 2025, high at 514.50.
- A sustained break above 445–446 would invalidate the downside and open targets toward 462–467.
Weekly Candlestick Chart
WDAY Seasonality Chart
Since 2019, CrowdStrike has experienced an average increase of 3.5% in August, with positive performance in 57% of those years, and an average decline of -6.3% in September, occurring in 50% of years.
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