From Morningstar: 2025-06-04 09:18:00

CrowdStrike reported strong financial results for fiscal 2026, with sales growing by 20% to $1.1 billion. Adjusted margins contracted to 18% due to the impact of the July 19 outage. The company continues to expand beyond endpoint security and offer bundling discounts to meet customer demands.

Despite operating costs rising post-outage, CrowdStrike is expected to reenter margin expansion territory in the second half of fiscal 2026. The company’s adjusted margins are forecasted to close in on 30% by 2030. Morningstar maintains a fair value estimate of $330 per share for CrowdStrike, viewing shares as overvalued despite a drop after hours.



Read more at Morningstar: CrowdStrike Earnings: Vendor Consolidation Drives…