Wall Street expects Crowdstrike to report consensus revenue of $1.44 billion and earnings of $0.05 per share for the quarter ending July 31, 2026, while the stock currently trades at $191.95 against an average analyst target of $215.64.
Investors are primarily focused on Net New Annual Recurring Revenue (NNARR) growth, which analysts expect to reaccelerate as the company moves past the long-term impacts of the 2024 global IT outage.
Recent channel checks show strong momentum for the Falcon Flex platform and rising adoption of AI Detection and Response (AIDR) modules across the enterprise base. This report serves as a critical checkpoint for management's raised full-year guidance and the sustainability of its AI-native security leadership.