Analyst Consensus ?
ConsensusBuy66 ratings
Bullish5075.8%
Neutral1421.2%
Bearish23.0%
CrowdStrike Holdings, Inc. · CRWD · FY2027 Q1 · Calendar Q2 2026
CrowdStrike Q1 FY27: AI-Secured Demand Lifts ARR to $5.51B, Guidance Raised
CrowdStrike's Q1 FY27 results confirm that AI-driven demand has moved from narrative to numbers. Record revenue of $1.39B and ending ARR of $5.51B — up from $5.25B in Q4 FY26 — both beat consensus, and management raised full-year net new ARR guidance by over $50M. The company's position as exclusive cybersecurity partner for both Anthropic and OpenAI lends credibility to its AI-infrastructure thesis, while the AIDR pipeline exceeding $50M signals a new revenue pillar forming. Despite the beat-and-raise, the stock's initial reaction was a -4.19% abnormal decline (benchmark +0.38%), though it subsequently drifted +10.91% on 2.05x baseline volume — a pattern consistent with the market re-evaluating the durability of AI-driven growth after initial profit-taking.
Reported After market closeNASDAQTechnology
$183.40B market cap
100quality score
Company context
Snapshot as of publicationCrowdStrike Holdings, Inc. delivers cloud-native cybersecurity solutions. Its comprehensive suite safeguards endpoints, cloud workloads, user identities, and critical data. The company's offerings span a wide range, including threat intelligence, managed security services, IT operations management, proactive threat hunting, Zero Trust identity protection, and log management capabilities. CrowdStrike primarily generates revenue through subscription sales of its flagship Falcon platform and its array of cloud modules. These offerings are distributed globally via a direct sales force, augmented by an extensive network of channel partners. Established in 2011, the company is headquartered in Austin, Texas.
Earnings scorecard
Reported versus consensus
Reported EPS
$0.28
Consensus $0
EPS surprise
+3.7%
Reported versus consensus
Reported revenue
$1.39B
Consensus $1.36B
Revenue surprise
+1.7%
Reported versus consensus
Earnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$205.34Current
$30Low
$155.85Average
$425High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Sep 11, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Scotiabank | Sector Outperform | Sector Outperform | Maintain | Sep 4, 2026 |
| Roth Capital | Buy | Buy | Maintain | Sep 4, 2026 |
| Rosenblatt | Buy | Buy | Maintain | Sep 4, 2026 |
| Macquarie | Neutral | Neutral | Maintain | Sep 4, 2026 |
| TD Cowen | Buy | Buy | Maintain | Sep 3, 2026 |
| RBC Capital | Outperform | Outperform | Maintain | Sep 3, 2026 |
| Raymond James | Outperform | Outperform | Maintain | Sep 3, 2026 |
| Needham | Buy | Buy | Maintain | Sep 3, 2026 |
| BTIG | Buy | Buy | Maintain | Sep 3, 2026 |
| Baird | Neutral | Neutral | Maintain | Sep 3, 2026 |
| DA Davidson | Buy | Buy | Maintain | Sep 2, 2026 |
| Truist Securities | Buy | Buy | Maintain | Sep 1, 2026 |
| Wells Fargo | Overweight | Overweight | Maintain | Aug 28, 2026 |
| Argus Research | Buy | Buy | Maintain | Aug 28, 2026 |
| UBS | Buy | Buy | Maintain | Aug 27, 2026 |
| Piper Sandler | Overweight | Overweight | Maintain | Aug 27, 2026 |
| Morgan Stanley | Overweight | Overweight | Maintain | Aug 27, 2026 |
| Mizuho | Outperform | Outperform | Maintain | Aug 27, 2026 |
| Keybanc | Overweight | Overweight | Maintain | Aug 27, 2026 |
| Jefferies | Buy | Buy | Maintain | Aug 27, 2026 |
| Guggenheim | Neutral | Neutral | Maintain | Aug 27, 2026 |
| Evercore ISI Group | In Line | In Line | Maintain | Aug 27, 2026 |
| Citizens | Market Outperform | Market Outperform | Maintain | Aug 27, 2026 |
| Citigroup | Buy | Buy | Maintain | Aug 27, 2026 |
| Cantor Fitzgerald | Overweight | Overweight | Maintain | Aug 27, 2026 |
| Canaccord Genuity | Hold | Hold | Maintain | Aug 27, 2026 |
| BMO Capital | Outperform | Outperform | Maintain | Aug 27, 2026 |
| Bernstein | Market Perform | Market Perform | Maintain | Aug 27, 2026 |
| Benchmark | Buy | Buy | Maintain | Aug 27, 2026 |
| JP Morgan | Overweight | Overweight | Maintain | Aug 20, 2026 |
| Barclays | Overweight | Overweight | Maintain | Aug 18, 2026 |
| Stifel | Buy | Buy | Maintain | Jul 17, 2026 |
| Wedbush | Outperform | Outperform | Maintain | Jun 4, 2026 |
| Susquehanna | Positive | Positive | Maintain | Jun 4, 2026 |
| BNP Paribas | Neutral | Neutral | Maintain | Jun 4, 2026 |
| B of A Securities | Neutral | Neutral | Maintain | Jun 4, 2026 |
| Wolfe Research | Outperform | Peer Perform | Upgrade | Mar 30, 2026 |
| Oppenheimer | Outperform | Outperform | Maintain | Feb 24, 2026 |
| HSBC | Buy | Hold | Upgrade | Feb 13, 2026 |
| Berenberg | Buy | Hold | Upgrade | Jan 9, 2026 |
| Stephens & Co. | Overweight | Overweight | Maintain | Dec 18, 2025 |
| Freedom Capital Markets | Buy | Hold | Upgrade | Dec 11, 2025 |
| Freedom Broker | Buy | Hold | Upgrade | Dec 11, 2025 |
| Goldman Sachs | Buy | Buy | Maintain | Dec 4, 2025 |
| WestPark Capital | Hold | Hold | Maintain | Oct 15, 2025 |
| JMP Securities | Market Outperform | Market Outperform | Maintain | Sep 23, 2025 |
| CFRA | Hold | Buy | Downgrade | Jul 10, 2025 |
| Citizens Capital Markets | Market Outperform | Market Outperform | Maintain | Mar 5, 2025 |
| Deutsche Bank | Hold | Hold | Maintain | Aug 26, 2024 |
| Redburn Atlantic | Sell | Buy | Downgrade | Jul 18, 2024 |
| MoffettNathanson | Outperform | Outperform | Maintain | Jun 1, 2023 |
| Redburn Partners | Buy | Buy | Maintain | Dec 1, 2022 |
| MKM Partners | Buy | Buy | Maintain | Nov 30, 2022 |
| Cowen & Co. | Outperform | Outperform | Maintain | Nov 30, 2022 |
| SMBC Nikko | Outperform | Outperform | Maintain | Oct 7, 2022 |
| Capital One | Overweight | Overweight | Maintain | Sep 30, 2022 |
| Atlantic Equities | Neutral | Neutral | Maintain | Sep 2, 2022 |
| Daiwa Capital | Outperform | Outperform | Maintain | Dec 20, 2021 |
| Credit Suisse | Neutral | Neutral | Maintain | Jan 15, 2021 |
| SunTrust Robinson Humphrey | Buy | Buy | Maintain | Jun 3, 2020 |
| Nomura | Buy | Buy | Maintain | Dec 9, 2019 |
| Bank of America | Buy | Buy | Maintain | Dec 6, 2019 |
| Citi | Sell | Sell | Maintain | Oct 14, 2019 |
| Summit Insights Group | Hold | Hold | Maintain | Aug 29, 2019 |
| Stifel Nicolaus | Buy | Buy | Maintain | Jul 19, 2019 |
| Piper Jaffray | Overweight | Overweight | Maintain | Jul 8, 2019 |
Named analyst price targets
Upside is calculated against the persisted current price $205.34. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Roth Capital | Taz Koujalgi | $220 | $214.97 | +7.1% | Sep 3, 2026 |
| Robert W. Baird | Analyst unavailable | $235 | $203.42 | +14.4% | Sep 3, 2026 |
| Raymond James | Adam Tindle | $250 | $203.42 | +21.7% | Sep 3, 2026 |
| Truist Financial | Junaid Siddiqui | $300 | $231 | +46.1% | Sep 1, 2026 |
| Argus Research | Joseph Bonner | $425 | $227.96 | +107.0% | Aug 28, 2026 |
| Wells Fargo | Analyst unavailable | $235 | $227.96 | +14.4% | Aug 28, 2026 |
| RBC Capital | Analyst unavailable | $250 | $223.34 | +21.7% | Aug 27, 2026 |
| RBC Capital | Analyst unavailable | $260 | $222.74 | +26.6% | Aug 27, 2026 |
| Raymond James | Adam Tindle | $240 | $223.38 | +16.9% | Aug 27, 2026 |
| D.A. Davidson | Analyst unavailable | $245 | $219.44 | +19.3% | Aug 27, 2026 |
| Evercore ISI | Analyst unavailable | $210 | $189.18 | +2.3% | Aug 27, 2026 |
| Roth Capital | Analyst unavailable | $200 | $189.18 | -2.6% | Aug 27, 2026 |
| Bernstein | Analyst unavailable | $119 | $189.18 | -42.0% | Aug 27, 2026 |
| Stifel Nicolaus | Adam Borg | $240 | $189.18 | +16.9% | Aug 27, 2026 |
| Morgan Stanley | Analyst unavailable | $238 | $189.18 | +15.9% | Aug 27, 2026 |
| BMO Capital | Analyst unavailable | $235 | $189.18 | +14.4% | Aug 27, 2026 |
| Needham | Mike Cikos | $250 | $189.18 | +21.7% | Aug 27, 2026 |
| BTIG | Analyst unavailable | $245 | $189.18 | +19.3% | Aug 27, 2026 |
| Goldman Sachs | Analyst unavailable | $230 | $189.18 | +12.0% | Aug 27, 2026 |
| UBS | Analyst unavailable | $250 | $189.18 | +21.7% | Aug 27, 2026 |
| Canaccord Genuity | Kingsley Crane | $210 | $189.18 | +2.3% | Aug 27, 2026 |
| Scotiabank | Patrick Colville | $250 | $189.18 | +21.7% | Aug 27, 2026 |
| Robert W. Baird | Shrenik Kothari | $230 | $189.18 | +12.0% | Aug 27, 2026 |
| KeyBanc | Eric Heath | $245 | $189.18 | +19.3% | Aug 27, 2026 |
| Mizuho Securities | Gregg Moskowitz | $250 | $189.18 | +21.7% | Aug 27, 2026 |
| Jefferies | Analyst unavailable | $240 | $189.18 | +16.9% | Aug 27, 2026 |
| Jefferies | Analyst unavailable | $230 | $191.95 | +12.0% | Aug 24, 2026 |
| Scotiabank | Analyst unavailable | $227 | $190.34 | +10.5% | Aug 21, 2026 |
| KeyBanc | Eric Heath | $240 | $190.34 | +16.9% | Aug 21, 2026 |
| Evercore ISI | Analyst unavailable | $205 | $201.63 | -0.2% | Aug 20, 2026 |
| Mizuho Securities | Analyst unavailable | $240 | $212.92 | +16.9% | Aug 19, 2026 |
| Truist Financial | Analyst unavailable | $245 | $212.92 | +19.3% | Aug 19, 2026 |
| Cantor Fitzgerald | Jonathan Ruykhaver | $250 | $212.92 | +21.7% | Aug 19, 2026 |
| Barclays | Analyst unavailable | $235 | $213.9 | +14.4% | Aug 18, 2026 |
| Wells Fargo | Analyst unavailable | $230 | $216.95 | +12.0% | Aug 17, 2026 |
| RBC Capital | Analyst unavailable | $256 | $225.53 | +24.7% | Aug 14, 2026 |
| Loop Capital Markets | Analyst unavailable | $230 | $180.11 | +12.0% | Jul 27, 2026 |
| Argus Research | Analyst unavailable | $230 | $189.5 | +12.0% | Jul 22, 2026 |
| Morgan Stanley | Meta Marshall | $227 | $194.17 | +10.5% | Jul 21, 2026 |
| Stifel Nicolaus | Analyst unavailable | $230 | $203.76 | +12.0% | Jul 17, 2026 |
| BTIG | Gray Powell | $237 | $210.73 | +15.4% | Jul 15, 2026 |
| Rosenblatt Securities | Analyst unavailable | $206 | $187.91 | +0.3% | Jul 14, 2026 |
| UBS | Analyst unavailable | $235 | $193.01 | +14.4% | Jul 7, 2026 |
| Barclays | Analyst unavailable | $169 | $194.15 | -17.7% | Jul 2, 2026 |
| Arete Research | Ellie Kearney | $182.5 | $175.27 | -11.1% | Jun 29, 2026 |
| Berenberg Bank | Rahul Chopra | $180 | $179.77 | -12.3% | Jun 5, 2026 |
| D.A. Davidson | Rudy Kessinger | $191.25 | $173.87 | -6.9% | Jun 4, 2026 |
| Needham | Mike Cikos | $195 | $174.05 | -5.0% | Jun 4, 2026 |
| Wedbush | Analyst unavailable | $180 | $174.64 | -12.3% | Jun 4, 2026 |
| UBS | Analyst unavailable | $197.5 | $174.84 | -3.8% | Jun 4, 2026 |
| RBC Capital | Matthew Hedberg | $188.75 | $186.9 | -8.1% | Jun 4, 2026 |
| BMO Capital | Keith Bachman | $186.25 | $186.9 | -9.3% | Jun 4, 2026 |
| Robert W. Baird | Analyst unavailable | $130 | $186.9 | -36.7% | Jun 4, 2026 |
| Susquehanna | Analyst unavailable | $200 | $186.9 | -2.6% | Jun 4, 2026 |
| Cantor Fitzgerald | Analyst unavailable | $181.25 | $186.9 | -11.7% | Jun 4, 2026 |
| Scotiabank | Patrick Colville | $201.25 | $186.9 | -2.0% | Jun 4, 2026 |
| Mizuho Securities | Gregg Moskowitz | $175 | $186.9 | -14.8% | Jun 4, 2026 |
| Canaccord Genuity | Analyst unavailable | $168.75 | $186.9 | -17.8% | Jun 4, 2026 |
| Piper Sandler | Analyst unavailable | $187.5 | $186.9 | -8.7% | Jun 4, 2026 |
| Wells Fargo | Analyst unavailable | $181.25 | $186.9 | -11.7% | Jun 4, 2026 |
| Barclays | Saket Kalia | $168.75 | $186.9 | -17.8% | Jun 4, 2026 |
| Jefferies | Joseph Gallo | $190 | $186.9 | -7.5% | Jun 4, 2026 |
| Morgan Stanley | Meta Marshall | $172.5 | $186.9 | -16.0% | Jun 4, 2026 |
| Stifel Nicolaus | Adam Borg | $197.5 | $186.9 | -3.8% | Jun 4, 2026 |
| Truist Financial | Junaid Siddiqui | $187.5 | $186.9 | -8.7% | Jun 4, 2026 |
| Jefferies | Joseph Gallo | $187.5 | $186.9 | -8.7% | Jun 4, 2026 |
| Bernstein | Peter Weed | $103.25 | $186.9 | -49.7% | Jun 4, 2026 |
| Goldman Sachs | Gabriela Borges | $181.5 | $186.9 | -11.6% | Jun 4, 2026 |
| Jefferies | Joseph Gallo | $193.75 | $167.75 | -5.6% | May 29, 2026 |
| Wedbush | Analyst unavailable | $175 | $161.4 | -14.8% | May 27, 2026 |
| Oppenheimer | Analyst unavailable | $187.5 | $167.89 | -8.7% | May 27, 2026 |
| Morgan Stanley | Meta Marshall | $152.5 | $156.97 | -25.7% | May 20, 2026 |
| Cantor Fitzgerald | Analyst unavailable | $175 | $154.22 | -14.8% | May 20, 2026 |
| Stifel Nicolaus | Adam Borg | $165 | $154.22 | -19.6% | May 20, 2026 |
| Truist Financial | Junaid Siddiqui | $162.5 | $154.71 | -20.9% | May 19, 2026 |
| Barclays | Saket Kalia | $162.5 | $154.71 | -20.9% | May 19, 2026 |
| KeyBanc | Analyst unavailable | $175 | $148.52 | -14.8% | May 18, 2026 |
| RBC Capital | Analyst unavailable | $162.5 | $145.2 | -20.9% | May 15, 2026 |
| BTIG | Gray Powell | $155.25 | $140.64 | -24.4% | May 14, 2026 |
| Mizuho Securities | Gregg Moskowitz | $130 | $112.03 | -36.7% | Apr 27, 2026 |
| KeyBanc | Analyst unavailable | $131.25 | $108.29 | -36.1% | Apr 20, 2026 |
| Morgan Stanley | Meta Marshall | $127.5 | $109.08 | -37.9% | Mar 10, 2026 |
| Bernstein | Peter Weed | $92 | $97.73 | -55.2% | Mar 4, 2026 |
| Wedbush | Dan Ives | $137.5 | $97.62 | -33.0% | Mar 4, 2026 |
| D.A. Davidson | Rudy Kessinger | $106.25 | $94.35 | -48.3% | Feb 26, 2026 |
| Stephens | Analyst unavailable | $116.25 | $89.98 | -43.4% | Feb 25, 2026 |
| Oppenheimer | Analyst unavailable | $125 | $87.85 | -39.1% | Feb 24, 2026 |
| Cantor Fitzgerald | Analyst unavailable | $130 | $87.58 | -36.7% | Feb 24, 2026 |
| Barclays | Analyst unavailable | $137.5 | $105.54 | -33.0% | Feb 20, 2026 |
| Mizuho Securities | Analyst unavailable | $122.5 | $107.41 | -40.3% | Feb 17, 2026 |
| HSBC | Stephen Bersey | $111.5 | $102.88 | -45.7% | Feb 13, 2026 |
| RBC Capital | Analyst unavailable | $137.5 | $103.35 | -33.0% | Feb 11, 2026 |
| Macquarie | Steve Koenig | $121.25 | $119.16 | -41.0% | Jan 27, 2026 |
| Berenberg Bank | Rahul Chopra | $150 | $115.97 | -27.0% | Jan 9, 2026 |
| Mizuho Securities | Gregg Moskowitz | $135 | $115.97 | -34.3% | Jan 8, 2026 |
| Morgan Stanley | Meta Marshall | $134.25 | $117.5 | -34.6% | Dec 18, 2025 |
| Loop Capital Markets | Almas Almaganbetov | $137.5 | $129.2 | -33.0% | Dec 11, 2025 |
| Goldman Sachs | Gabriela Borges | $141 | $131.17 | -31.3% | Dec 3, 2025 |
| Scotiabank | Analyst unavailable | $153.25 | $128.6 | -25.4% | Dec 3, 2025 |
| Evercore ISI | Analyst unavailable | $115 | $124.21 | -44.0% | Dec 3, 2025 |
| RBC Capital | Matthew Hedberg | $155.25 | $128.44 | -24.4% | Dec 3, 2025 |
| BMO Capital | Keith Bachman | $138.75 | $129.14 | -32.4% | Dec 3, 2025 |
| UBS | Analyst unavailable | $128.75 | $129.14 | -37.3% | Dec 3, 2025 |
| Susquehanna | Shyam Patil | $150 | $129.14 | -27.0% | Dec 3, 2025 |
| Needham | Mike Cikos | $143.75 | $129.14 | -30.0% | Dec 3, 2025 |
| Bernstein | Analyst unavailable | $88.25 | $129.14 | -57.0% | Dec 3, 2025 |
| UBS | Analyst unavailable | $147.5 | $129.14 | -28.2% | Dec 3, 2025 |
| Piper Sandler | Rob Owens | $130 | $129.14 | -36.7% | Dec 3, 2025 |
| UBS | Analyst unavailable | $145 | $127.31 | -29.4% | Dec 1, 2025 |
| KeyBanc | Analyst unavailable | $142.5 | $127.31 | -30.6% | Dec 1, 2025 |
| D.A. Davidson | Rudy Kessinger | $145 | $124.94 | -29.4% | Nov 25, 2025 |
| Oppenheimer | Analyst unavailable | $145 | $122.11 | -29.4% | Nov 21, 2025 |
| Stifel Nicolaus | Analyst unavailable | $150 | $134.39 | -27.0% | Nov 17, 2025 |
| Barclays | Saket Kalia | $152.5 | $132.44 | -25.7% | Nov 14, 2025 |
| BTIG | Analyst unavailable | $160 | $137.98 | -22.1% | Nov 4, 2025 |
| Arete Research | Ellie Bagshaw | $176.5 | $132.42 | -14.0% | Oct 28, 2025 |
| Oppenheimer | Ittai Kidron | $140 | $120.02 | -31.8% | Oct 17, 2025 |
| RBC Capital | Analyst unavailable | $135 | $126.36 | -34.3% | Oct 13, 2025 |
| Stephens | Analyst unavailable | $147.5 | $127.49 | -28.2% | Oct 9, 2025 |
| Wells Fargo | Andrew Nowinski | $150 | $122.6 | -27.0% | Oct 1, 2025 |
| Scotiabank | Patrick Colville | $150 | $119.08 | -27.0% | Sep 24, 2025 |
| Canaccord Genuity | Kingsley Crane | $125 | $125.64 | -39.1% | Sep 22, 2025 |
| Robert W. Baird | Analyst unavailable | $122.5 | $125.66 | -40.3% | Sep 19, 2025 |
| Jefferies | Analyst unavailable | $128.75 | $125.66 | -37.3% | Sep 18, 2025 |
| Truist Financial | Joel Fishbein | $137.5 | $122.54 | -33.0% | Sep 18, 2025 |
| D.A. Davidson | Analyst unavailable | $128.75 | $122.52 | -37.3% | Sep 18, 2025 |
| Cantor Fitzgerald | Jonathan Ruykhaver | $125 | $122.54 | -39.1% | Sep 18, 2025 |
| BMO Capital | Analyst unavailable | $125 | $110.57 | -39.1% | Sep 18, 2025 |
| Needham | Analyst unavailable | $133.75 | $110.57 | -34.9% | Sep 18, 2025 |
| Stifel Nicolaus | Analyst unavailable | $128.75 | $122.52 | -37.3% | Sep 18, 2025 |
| Morgan Stanley | Keith Weiss | $118.75 | $122.54 | -42.2% | Sep 18, 2025 |
| Roth Capital | Taz Koujalgi | $127.5 | $125.66 | -37.9% | Sep 18, 2025 |
| KeyBanc | Analyst unavailable | $127.5 | $110.57 | -37.9% | Sep 18, 2025 |
| Barclays | Analyst unavailable | $128.75 | $122.52 | -37.3% | Sep 18, 2025 |
| Jefferies | Analyst unavailable | $130 | $122.52 | -36.7% | Sep 18, 2025 |
| Scotiabank | Patrick Colville | $110 | $109.94 | -46.4% | Aug 28, 2025 |
| Needham | Analyst unavailable | $118.75 | $108.23 | -42.2% | Aug 28, 2025 |
| Mizuho Securities | Analyst unavailable | $107.5 | $110.5 | -47.6% | Aug 28, 2025 |
| BMO Capital | Analyst unavailable | $112.5 | $110.5 | -45.2% | Aug 28, 2025 |
| RBC Capital | Matthew Hedberg | $127.5 | $108.25 | -37.9% | Aug 28, 2025 |
| UBS | Analyst unavailable | $125 | $110.5 | -39.1% | Aug 28, 2025 |
| D.A. Davidson | Rudy Kessinger | $122.5 | $106.44 | -40.3% | Aug 28, 2025 |
| BTIG | Gray Powell | $122.25 | $106.67 | -40.5% | Aug 28, 2025 |
| Morgan Stanley | Keith Weiss | $115 | $106.64 | -44.0% | Aug 28, 2025 |
| New Street | Analyst unavailable | $115 | $110.5 | -44.0% | Aug 28, 2025 |
| Jefferies | Joseph Gallo | $125 | $106.67 | -39.1% | Aug 28, 2025 |
| BMO Capital | Keith Bachman | $115 | $104.71 | -44.0% | Aug 25, 2025 |
| Morgan Stanley | Keith Weiss | $123.75 | $119.04 | -39.7% | Jul 14, 2025 |
| Barclays | Saket Kalia | $125 | $121.37 | -39.1% | Jun 3, 2025 |
| Stifel Nicolaus | Adam Borg | $120 | $111.02 | -41.6% | May 22, 2025 |
| JMP Securities | Trevor Walsh | $125 | $110.87 | -39.1% | May 5, 2025 |
| BTIG | Analyst unavailable | $107.75 | $96.24 | -47.5% | Mar 25, 2025 |
| Morgan Stanley | Analyst unavailable | $107.25 | $90.79 | -47.8% | Mar 18, 2025 |
| UBS | Analyst unavailable | $106.25 | $86.93 | -48.3% | Mar 6, 2025 |
| BMO Capital | Analyst unavailable | $101.25 | $91.36 | -50.7% | Mar 5, 2025 |
| D.A. Davidson | Analyst unavailable | $103.75 | $91.36 | -49.5% | Mar 5, 2025 |
| Wedbush | Analyst unavailable | $98.75 | $91.36 | -51.9% | Mar 5, 2025 |
| Raymond James | Analyst unavailable | $97.5 | $91.36 | -52.5% | Mar 5, 2025 |
| Susquehanna | Analyst unavailable | $106.25 | $91.36 | -48.3% | Mar 5, 2025 |
| Robert W. Baird | Analyst unavailable | $101.25 | $91.36 | -50.7% | Mar 5, 2025 |
| Piper Sandler | Analyst unavailable | $86.75 | $91.36 | -57.8% | Mar 5, 2025 |
| Wells Fargo | Analyst unavailable | $107.5 | $91.36 | -47.6% | Mar 5, 2025 |
| Jefferies | Analyst unavailable | $106.25 | $91.36 | -48.3% | Mar 5, 2025 |
| Barclays | Analyst unavailable | $118.75 | $91.36 | -42.2% | Mar 5, 2025 |
| Robert W. Baird | Shrenik Kothari | $107.5 | $99.39 | -47.6% | Feb 3, 2025 |
| Truist Financial | Joel Fishbein | $96.25 | $89.98 | -53.1% | Jan 7, 2025 |
| Goldman Sachs | Gabriela Borges | $103.75 | $91.45 | -49.5% | Dec 24, 2024 |
| KeyBanc | Eric Heath | $98.75 | $85.52 | -51.9% | Nov 27, 2024 |
| Needham | Mike Cikos | $105 | $85.52 | -48.9% | Nov 27, 2024 |
| Robert W. Baird | Shrenik Kothari | $97.5 | $85.52 | -52.5% | Nov 27, 2024 |
| Wedbush | Dan Ives | $82.5 | $77.4 | -59.8% | Oct 17, 2024 |
| Jefferies | Joseph Gallo | $86.25 | $73.28 | -58.0% | Sep 24, 2024 |
| Needham | Mike Cikos | $90 | $74.96 | -56.2% | Sep 23, 2024 |
| KeyBanc | Eric Heath | $86.25 | $74.74 | -58.0% | Sep 23, 2024 |
| BMO Capital | Keith Bachman | $78.75 | $72.21 | -61.6% | Sep 20, 2024 |
| Goldman Sachs | Gabriela Borges | $81 | $69.34 | -60.6% | Sep 20, 2024 |
| Mizuho Securities | Gregg Moskowitz | $75 | $67.18 | -63.5% | Sep 18, 2024 |
| Citigroup | Fatima Boolani | $75 | $67.18 | -63.5% | Sep 18, 2024 |
| Susquehanna | Shyam Patil | $77.5 | $64.11 | -62.3% | Sep 6, 2024 |
| Bernstein | Peter Weed | $81.75 | $64.83 | -60.2% | Sep 5, 2024 |
| FBN Securities | Shebly Seyrafi | $92.5 | $66.65 | -55.0% | Sep 3, 2024 |
| HSBC | Stephen Bersey | $84.75 | $69.32 | -58.7% | Aug 30, 2024 |
| Bernstein | Peter Weed | $83.5 | $67.92 | -59.3% | Aug 30, 2024 |
| Goldman Sachs | Gabriela Borges | $73.75 | $67.92 | -64.1% | Aug 29, 2024 |
| Rosenblatt Securities | Catherine Trebnick | $82.5 | $67.61 | -59.8% | Aug 26, 2024 |
| Bank of America Securities | Tal Liani | $91.25 | $67.92 | -55.6% | Aug 21, 2024 |
| Loop Capital Markets | Keith Bachman | $97.5 | $66.63 | -52.5% | Aug 20, 2024 |
| Scotiabank | Patrick Colville | $66.25 | $64.06 | -67.7% | Aug 14, 2024 |
| Piper Sandler | Rob Owens | $72.5 | $56.92 | -64.7% | Aug 6, 2024 |
| Jefferies | Joseph Gallo | $75 | $58.41 | -63.5% | Jul 31, 2024 |
| Needham | Alex Henderson | $93.75 | $58.41 | -54.3% | Jul 30, 2024 |
| Evercore ISI | Peter Levine | $81.25 | $64.7 | -60.4% | Jul 30, 2024 |
| Morgan Stanley | Hamza Fodderwala | $90 | $64.04 | -56.2% | Jul 29, 2024 |
| Citigroup | Fatima Boolani | $86.25 | $67.22 | -58.0% | Jul 24, 2024 |
| HSBC | Stephen Bersey | $75.5 | $65.98 | -63.2% | Jul 23, 2024 |
| Oppenheimer | Ittai Kidron | $112.5 | $65.98 | -45.2% | Jul 22, 2024 |
| Piper Sandler | Ron Owens | $77.5 | $76.24 | -62.3% | Jul 22, 2024 |
| Scotiabank | Patrick Colville | $75 | $76.24 | -63.5% | Jul 22, 2024 |
| RBC Capital | Matthew Hedberg | $95 | $76.24 | -53.7% | Jul 22, 2024 |
| Evercore ISI | Peter Levine | $87.5 | $76.24 | -57.4% | Jul 19, 2024 |
| Stifel Nicolaus | Adam Borg | $100 | $76.24 | -51.3% | Jul 19, 2024 |
| Redburn Partners | Nina Marques | $68.75 | $88.74 | -66.5% | Jul 18, 2024 |
| Wells Fargo | Andrew Nowinski | $108.75 | $95.54 | -47.0% | Jun 21, 2024 |
| Goldman Sachs | Gabriela Borges | $100 | $85.54 | -51.3% | Jun 5, 2024 |
| FBN Securities | Shebly Seyrafi | $100 | $84.46 | -51.3% | Jun 5, 2024 |
| BMO Capital | Keith Bachman | $102.5 | $80.42 | -50.1% | Jun 5, 2024 |
| Needham | Alex Henderson | $106.25 | $80.3 | -48.3% | Jun 5, 2024 |
| Piper Sandler | Ron Owens | $100 | $76.4 | -51.3% | Jun 5, 2024 |
| Oppenheimer | Ittai Kidron | $100 | $76.4 | -51.3% | Jun 5, 2024 |
| Canaccord Genuity | Michael Walkley | $101.25 | $76.4 | -50.7% | Jun 5, 2024 |
| Scotiabank | Patrick Colville | $98.25 | $76.4 | -52.2% | Jun 5, 2024 |
| Rosenblatt Securities | Catherine Trebnick | $105 | $76.4 | -48.9% | Jun 5, 2024 |
| Mizuho Securities | Gregg Moskowitz | $92.5 | $76.4 | -55.0% | Jun 5, 2024 |
| Barclays | Saket Kalia | $100 | $76.4 | -51.3% | Jun 5, 2024 |
| D.A. Davidson | Rudy Kessinger | $95 | $76.4 | -53.7% | Jun 5, 2024 |
| BTIG | Gray Powell | $100.5 | $76.4 | -51.1% | Jun 5, 2024 |
| Rosenblatt Securities | Catherine Trebnick | $103.75 | $78.98 | -49.5% | May 31, 2024 |
| J.P. Morgan | Brian Essex | $109.25 | $86.7 | -46.8% | May 29, 2024 |
| Scotiabank | Patrick Colville | $100 | $81.19 | -51.3% | Mar 25, 2024 |
| Loop Capital Markets | Keith Bachman | $106.25 | $83.23 | -48.3% | Mar 6, 2024 |
| Needham | Alex Henderson | $81.25 | $63.97 | -60.4% | Dec 21, 2023 |
| Oppenheimer | Ittai Kidron | $60 | $58.21 | -70.8% | Nov 29, 2023 |
| Stifel Nicolaus | Adam Borg | $56.25 | $49.95 | -72.6% | Nov 13, 2023 |
| Jefferies | Joseph Gallo | $56.25 | $46.95 | -72.6% | Oct 19, 2023 |
| Wedbush | Taz Koujalgi | $50 | $40.78 | -75.7% | Sep 21, 2023 |
| Needham | Alex Henderson | $50 | $40.84 | -75.7% | Aug 31, 2023 |
| Morgan Stanley | Hamza Fodderwala | $41.75 | $36.01 | -79.7% | Aug 28, 2023 |
| KeyBanc | Eric Heath | $50 | $37.97 | -75.7% | Jun 14, 2023 |
| Needham | Alex Henderson | $42.5 | $39.2 | -79.3% | Jun 1, 2023 |
| RBC Capital | Matthew Hedberg | $45 | $39.74 | -78.1% | May 30, 2023 |
| RBC Capital | Matthew Hedberg | $42.5 | $31.92 | -79.3% | Apr 5, 2023 |
| Needham | Alex Henderson | $41.25 | $32.22 | -79.9% | Mar 8, 2023 |
| Morgan Stanley | Analyst unavailable | $33.75 | $24.38 | -83.6% | Jan 12, 2023 |
| Jefferies | Analyst unavailable | $30 | $24.1 | -85.4% | Jan 5, 2023 |
| Piper Sandler | Analyst unavailable | $42.5 | $26.09 | -79.3% | Jan 5, 2023 |
| Wedbush | Analyst unavailable | $33.75 | $30.14 | -83.6% | Dec 15, 2022 |
| Citigroup | Analyst unavailable | $40 | $30.11 | -80.5% | Dec 1, 2022 |
| Redburn Partners | Analyst unavailable | $43.75 | $30.76 | -78.7% | Dec 1, 2022 |
| JMP Securities | Trevor Walsh | $58.75 | $27.85 | -71.4% | Nov 30, 2022 |
| D.A. Davidson | Analyst unavailable | $36.25 | $27.82 | -82.3% | Nov 30, 2022 |
| MKM Partners | Analyst unavailable | $47.5 | $27.7 | -76.9% | Nov 30, 2022 |
| Deutsche Bank | Analyst unavailable | $37.5 | $27.64 | -81.7% | Nov 30, 2022 |
| Wells Fargo | Analyst unavailable | $41.25 | $27.89 | -79.9% | Nov 30, 2022 |
| Morgan Stanley | Analyst unavailable | $43 | $28.7 | -79.1% | Nov 30, 2022 |
| Citigroup | Itay Michaeli | $41.25 | $34.5 | -79.9% | Nov 30, 2022 |
| RBC Capital | Analyst unavailable | $41.25 | $28.53 | -79.9% | Nov 30, 2022 |
| Jefferies | Analyst unavailable | $43.75 | $34.5 | -78.7% | Nov 30, 2022 |
| Barclays | Analyst unavailable | $38.75 | $34.5 | -81.1% | Nov 30, 2022 |
| Stifel Nicolaus | Brad Reback | $30 | $34.5 | -85.4% | Nov 30, 2022 |
| RBC Capital | Analyst unavailable | $50 | $35.15 | -75.7% | Nov 28, 2022 |
| Morgan Stanley | Analyst unavailable | $47.5 | $33.76 | -76.9% | Nov 22, 2022 |
| Barclays | Analyst unavailable | $45 | $34.81 | -78.1% | Nov 18, 2022 |
| SMBC Nikko | Carson Sippel | $60 | $44.6 | -70.8% | Oct 6, 2022 |
| Mizuho Securities | Gregg Moskowitz | $57.5 | $43.53 | -72.0% | Sep 21, 2022 |
| MKM Partners | Catharine Trebnick | $60 | $44.72 | -70.8% | Sep 16, 2022 |
| Stephens | Brian Colley | $59 | $45.67 | -71.3% | Aug 31, 2022 |
| Stifel Nicolaus | Analyst unavailable | $56.25 | $45.65 | -72.6% | Aug 31, 2022 |
| Deutsche Bank | Analyst unavailable | $57.5 | $45.62 | -72.0% | Aug 31, 2022 |
| Citigroup | Fatima Boolani | $61.25 | $48.32 | -70.2% | Aug 31, 2022 |
| Morgan Stanley | Analyst unavailable | $54.25 | $47.97 | -73.6% | Aug 31, 2022 |
| Piper Sandler | Analyst unavailable | $60 | $48.32 | -70.8% | Aug 31, 2022 |
| RBC Capital | Analyst unavailable | $59 | $48.32 | -71.3% | Aug 31, 2022 |
| Jefferies | Joseph Gallo | $55 | $48.32 | -73.2% | Aug 31, 2022 |
| JMP Securities | Trevor J. Walsh | $68.75 | $48.32 | -66.5% | Aug 31, 2022 |
| RBC Capital | Matthew Hedberg | $59 | $48.32 | -71.3% | Aug 31, 2022 |
| Stephens | Brian Colley | $59 | $48.32 | -71.3% | Aug 31, 2022 |
| BTIG | Gray Powell | $58.5 | $48.32 | -71.5% | Aug 30, 2022 |
| Barclays | Analyst unavailable | $53.75 | $47.63 | -73.8% | Aug 22, 2022 |
| Stifel Nicolaus | Analyst unavailable | $55 | $49.34 | -73.2% | Aug 17, 2022 |
| Citigroup | Analyst unavailable | $58.75 | $45.72 | -71.4% | Jul 22, 2022 |
| Oppenheimer | Ittai Kidron | $62.5 | $39.14 | -69.6% | Jun 16, 2022 |
| Deutsche Bank | Patrick Colville | $56.25 | $42.33 | -72.6% | Jun 11, 2022 |
| Wells Fargo | Andrew Nowinski | $62.5 | $42.55 | -69.6% | Jun 3, 2022 |
| D.A. Davidson | Analyst unavailable | $58.75 | $40.87 | -71.4% | Jun 3, 2022 |
| Jefferies | Analyst unavailable | $53.75 | $41.7 | -73.8% | Jun 3, 2022 |
| BTIG | Analyst unavailable | $58.5 | $43.5 | -71.5% | Jun 3, 2022 |
| RBC Capital | Analyst unavailable | $58 | $40.49 | -71.8% | Jun 3, 2022 |
| Stifel Nicolaus | Analyst unavailable | $51.25 | $41.68 | -75.0% | Jun 3, 2022 |
| Morgan Stanley | Analyst unavailable | $48.75 | $43.5 | -76.3% | Jun 3, 2022 |
| Piper Sandler | Analyst unavailable | $57.5 | $43.5 | -72.0% | Jun 3, 2022 |
| Deutsche Bank | Patrick Colville | $56.25 | $40.52 | -72.6% | Jun 3, 2022 |
| BTIG | Gray Powell | $58.5 | $40.52 | -71.5% | Jun 3, 2022 |
| Stephens | Brian Colley | $58 | $40.52 | -71.8% | Jun 3, 2022 |
| Morgan Stanley | Hamza Fodderwala | $48.75 | $40.52 | -76.3% | Jun 3, 2022 |
| Jefferies | Joseph Gallo | $53.75 | $40.52 | -73.8% | Jun 3, 2022 |
| JMP Securities | Trevor J. Walsh | $68.75 | $40.52 | -66.5% | Jun 3, 2022 |
| Wells Fargo | Andrew Nowinski | $62.5 | $40.52 | -69.6% | Jun 3, 2022 |
| D.A. Davidson | Rudy Kessinger | $58.75 | $40.52 | -71.4% | Jun 3, 2022 |
| RBC Capital | Analyst unavailable | $56.25 | $41.7 | -72.6% | May 31, 2022 |
| RBC Capital | Matthew Hedberg | $56.25 | $40 | -72.6% | May 31, 2022 |
| RBC Capital | Matthew Hedberg | $56.25 | $40 | -72.6% | May 31, 2022 |
| Stephens | Brian Colley | $58 | $39.6 | -71.8% | May 26, 2022 |
| UBS | Roger Boyd | $60 | $37.18 | -70.8% | May 23, 2022 |
| Jefferies | Analyst unavailable | $50 | $37.34 | -75.7% | May 23, 2022 |
| Barclays | Analyst unavailable | $45.5 | $37.18 | -77.8% | May 23, 2022 |
| Mizuho Securities | Gregg Moskowitz | $55 | $35.66 | -73.2% | May 20, 2022 |
| Morgan Stanley | Analyst unavailable | $45.25 | $35.1 | -78.0% | May 19, 2022 |
| Jefferies | Joseph Gallo | $68.75 | $56.78 | -66.5% | Apr 19, 2022 |
| Goldman Sachs | Brian Essex | $71.25 | $58.8 | -65.3% | Apr 16, 2022 |
| Deutsche Bank | Patrick Colville | $67.5 | $54.55 | -67.1% | Apr 8, 2022 |
| RBC Capital | Matthew Hedberg | $68.75 | $54.55 | -66.5% | Apr 8, 2022 |
| Morgan Stanley | Hamza Fodderwala | $53 | $54.55 | -74.2% | Apr 8, 2022 |
| BTIG | Gray Powell | $64.25 | $54.26 | -68.7% | Apr 7, 2022 |
| Jefferies | Brent Thill | $62.5 | $47.42 | -69.6% | Mar 16, 2022 |
| Barclays | Saket Kalia | $63.75 | $47.76 | -69.0% | Mar 10, 2022 |
| J.P. Morgan | Sterling Auty | $72 | $47.76 | -64.9% | Mar 10, 2022 |
| Cowen & Co. | Shaul Eyal | $76.25 | $47.76 | -62.9% | Mar 10, 2022 |
| D.A. Davidson | Rudy Kessinger | $62.5 | $47.76 | -69.6% | Mar 10, 2022 |
| JMP Securities | Trevor J. Walsh | $68.75 | $47.76 | -66.5% | Mar 10, 2022 |
| UBS | Roger Boyd | $71.25 | $47.76 | -65.3% | Mar 10, 2022 |
| Wolfe Research | Alex Zukin | $75.75 | $47.76 | -63.1% | Mar 10, 2022 |
| Bank of America Securities | Tal Liani | $78.75 | $42.45 | -61.6% | Mar 9, 2022 |
| Morgan Stanley | Hamza Fodderwala | $45 | $41.85 | -78.1% | Mar 7, 2022 |
| Stifel Nicolaus | Brad Reback | $62.5 | $41.85 | -69.6% | Mar 7, 2022 |
| Citigroup | Fatima Boolani | $55 | $44.3 | -73.2% | Feb 6, 2022 |
| Truist Financial | Joel Fishbein | $68.75 | $43.21 | -66.5% | Jan 18, 2022 |
| Canaccord Genuity | Michael Walkley | $82.5 | $46.99 | -59.8% | Jan 12, 2022 |
| Piper Sandler | Rob Owens | $62.5 | $46.87 | -69.6% | Jan 6, 2022 |
| Oppenheimer | Ittai Kidron | $75 | $44.82 | -63.5% | Jan 5, 2022 |
| Daiwa | Stephen Bersey | $56 | $51.57 | -72.7% | Dec 20, 2021 |
| FBN Securities | Shebly Seyrafi | $67.5 | $52.34 | -67.1% | Dec 2, 2021 |
| Goldman Sachs | Brian Essex | $67.5 | $52.34 | -67.1% | Dec 2, 2021 |
| Berenberg Bank | Kingsley Crane | $66.25 | $52.34 | -67.7% | Dec 2, 2021 |
| Summit Redstone Partners | Srini Nandury | $81.25 | $70.25 | -60.4% | Aug 31, 2021 |
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Try FN2 freeTranscript intelligence
What changed
Q1 FY27 delivered records across the board: $1.39B revenue (beating $1.363B consensus by 1.67%), EPS of $0.28 (beating $0.27 by 3.70%), $5.51B ending ARR (up from $5.25B in Q4 FY26), $468M free cash flow, and 24% operating margin. Management raised full-year net new ARR guidance by over $50M. Falcon Flex expanded to 480+ Reflex customers with a 26% average uplift. AIDR pipeline surpassed $50M. Acquisitions of Signal and Seraphic contributed $7.8M net new ARR. A 4-for-1 forward stock split was announced, and Dr. Bartley Richardson joined from NVIDIA as Chief AI and Autonomous Systems Officer.
Guidance delta
Management raised full-year net new ARR guidance by over $50M, citing AI-driven demand acceleration from the Mythos moment. This follows the prior quarter's raised FY27 ARR target of $6.5B+. Guidance sentiment was 'raised' for the second consecutive quarter, with management tone described as confident and a bullish score of 92 (up from 88 in Q4 FY26).
Key takeaways
- Record Q1: $1.39B revenue (+1.67% vs consensus), $5.51B ARR, $468M FCF, 24% operating margin.
- AI-driven Mythos demand accelerating net new ARR; full-year guidance raised by over $50M.
- Exclusive cybersecurity partner for both Anthropic and OpenAI new AI models from day one.
- 480+ Reflex customers at 26% average uplift; AIDR pipeline exceeds $50M.
- 4-for-1 stock split announced; new Chief AI Officer appointed from NVIDIA.
Management priorities
- Scale AIDR as a new growth pillar alongside endpoint, SIEM, and identity.
- Expand AgentWorks ecosystem of purpose-built AI agents on the Falcon platform.
- Integrate Signal (privileged access management) and develop agentic identity solutions.
- Deepen partnerships with AI labs (Anthropic, OpenAI) and system integrators (Accenture, IBM, Deloitte).
- Continue strategic acquisitions to fill AI-security gaps.
Sources
- Earnings call transcript and parsed analysis · 2026-06-04T12:18:45.967105+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-07-28T14:33:16.554662+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-07-28T14:33:16.552403+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated . For educational purposes only; not investment advice.