CrowdStrike is set to report second-quarter fiscal 2027 earnings after the market closes today, with Wall Street expecting the cybersecurity company to deliver strong results as it capitalizes on growing demand for AI-driven security solutions. The company will release financial results at 5:00 PM ET, followed by a conference call for analysts and investors.
Analysts expect CrowdStrike to report revenue of $1.44 billion, representing a 23.2% increase year-over-year, according to consensus estimates compiled by multiple financial outlets. The company is also projected to deliver adjusted earnings per share of $0.29, while prediction markets assign an 89% probability to beating consensus EPS expectations.
Management has already signaled confidence ahead of today’s report by raising its Q2 revenue guidance to $1.44 billion from an earlier projection of $1.36 billion. For net new annual recurring revenue (ARR), the company guides for a range of $284 million to $286 million, representing 28% to 29% year-over-year growth. Wall Street is closely monitoring ARR as a key indicator of the company’s ability to expand its customer base and drive long-term recurring revenue.
CrowdStrike’s stock has surged 50% in 2026, reaching an all-time high of $227.50 on August 13 before pulling back in recent trading sessions. The company’s Q1 fiscal 2027 results, reported in June, set a high bar for today’s earnings, with the company posting record net new ARR of $256 million, up 32% year-over-year. Analysts flagged that the company’s strong momentum in AI-driven security capabilities has been a key driver of investor enthusiasm.
The cybersecurity sector has benefited from rising concerns about AI-enabled threats. According to CrowdStrike’s 2026 Threat Hunting Report released in August, AI-enabled attacks surged 89% in the period, with adversaries embedding AI across modern attack operations. This backdrop has positioned CrowdStrike as a beneficiary of accelerating demand for advanced threat detection and response capabilities.
For the full fiscal year 2027, management expects net new ARR to reach approximately $1.291 billion. Q1 contributed $255.8 million, leaving the company on track to achieve its guidance if Q2 hits the midpoint of its range. Analysts at Benchmark expect CrowdStrike to beat Q2 consensus estimates across annual recurring revenue, revenue, operating income, and free cash flow.
The earnings release comes at a time when the broader cybersecurity sector is attracting significant investor interest. Nvidia is also reporting earnings today after market close, and the technology sector has been a focal point for growth-focused investors seeking exposure to AI and cloud infrastructure trends.
Sources
- CrowdStrike Investor Relations — confirmed August 26 earnings date and 5:00 PM ET call time
- Yahoo Finance — analyst consensus revenue estimate of $1.44 billion and 89% probability of beating EPS
- Zacks Investment Research — Q2 revenue and EPS guidance expectations
- TradingView — net new ARR guidance of $284–$286 million and 23.1% revenue growth
- CrowdStrike 2026 Threat Hunting Report — 89% increase in AI-enabled attacks
- Benzinga — Q1 fiscal 2027 net new ARR of $256 million
- IndMoney — full-year FY2027 net new ARR guidance of $1.291 billion
- MarketBeat — stock price and earnings call details
