CrowdStrike Holdings, Inc.

🇺🇸NASDAQ Global Select
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CrowdStrike Holdings, Inc. stock analysis CRWD overview
Bullish +75

5 Best Performing Stocks in May

📈 CrowdStrike (CRWD) shares gained over 70% in May, ranking as one of the top five best-performing stocks for the month.

💰 The company reported fiscal Q1 2027 results on June 3 with revenue of $1.39 billion, a 26% year-over-year increase that beat analyst consensus.

📊 Earnings per share reached $1.10, surpassing the Street's expectation of $1.07.

🤖 CEO George Kurtz described the quarter as an AI inflection point, with net new annual recurring revenue (ARR) hitting a record $256 million.

📉 Total ARR grew 24% year-over-year to reach $5.51 billion during the period.

💸 GAAP net income improved significantly to $27.8 million, marking a sharp turnaround from a $104 million loss in the same quarter last year.

🔄 CrowdStrike announced a four-for-one stock split with trading expected to begin on a split-adjusted basis on July 2, 2026.

🏦 J.P. Morgan raised its price target on CRWD from $475 to $800 and reiterated a Buy rating just before the earnings release.

🛡️ CrowdStrike is a leading cloud-native cybersecurity company specializing in endpoint protection, cloud security, identity security, and next-generation SIEM solutions.

🚀 The Falcon platform serves as the core technology delivering these security services across various enterprise environments.

Bullish Signals
  • CrowdStrike Holdings (NASDAQ: CRWD) gained more than 70% in May, solidifying its position as one of the best performing stocks.
  • The company reported fiscal Q1 2027 revenue of $1.39 billion, a 26% year-over-year increase that beat analyst consensus estimates of $1.36 billion.
  • Earnings per share (EPS) of $1.10 exceeded Street expectations of $1.07, demonstrating strong profitability.
  • Net new Annual Recurring Revenue (ARR) hit a record $256 million, up 32% year over year, driven by an AI inflection point.
  • Total ARR reached $5.51 billion, representing a 24% increase during the same period.
  • GAAP net income turned positive at $27.8 million, marking a sharp turnaround from a $104 million loss a year ago.
  • Management announced a four-for-one stock split with trading expected to begin on July 2, 2026.
  • J.P. Morgan raised its price target from $475 to $800 and reiterated a Buy rating just before earnings.
Full Analysis
CrowdStrike Holdings (CRWD) gained more than 70% in May and recently reported strong fiscal Q1 2027 results on June 3, with revenue of $1.39 billion up 26% year-over-year and EPS of $1.10 exceeding analyst expectations. CEO George Kurtz highlighted the quarter as an AI inflection point, noting record net new annual recurring revenue (ARR) of $256 million and total ARR reaching $5.51 billion. GAAP net income improved significantly to $27.8 million from a $104 million loss a year prior, and management announced a four-for-one stock split effective July 2, 2026. J.P. Morgan raised its price target on CRWD from $475 to $800 and maintained a Buy rating ahead of the earnings release. The company specializes in cloud-native cybersecurity and threat intelligence through its Falcon platform, offering endpoint protection, cloud security, identity security, and next-generation SIEM solutions.