r/stocks•
MentalWealth2

Is $CRWD still a buy after earnings?

Earnings beat!

Crowdstrike Holdings Inc. ($CRWD) reported a classic beat and raise quarter last night, however the stock still sold off about 3% in after hours trading.

Then this morning the stock opened even lower, falling to about $486. That ended up being the low of the day before it ripped almost 7% off the bottom and closed up around 1.5%.

Q3 Fiscal Year 2026 highlights, things that stood out to me:

- Revenue grew 22% YoY to $1.23 billion, beating the $1.22 billion estimate

- Adjusted EPS hit 96 cents, beating the 94 cent estimate

- Added $265m of net new ARR in the quarter (+73% YoY)

- ARR as of October 31st, 2025 was $4.92b (+23% YoY)

- $398m in operating cash flow vs $326m last year

- $296m in free cash flow vs $231m last year

- Management raised guidance above expectations for the current quarter and for full year fiscal 2026

This combination led to record highs in EPS, operating cash flow, free cash flow, and net new ARR. CEO George Kurtz said this was one of the best quarters in company history and I tend to agree with him.

This stock always seems to fall after reporting earnings, and then grinds higher over the next couple of months as people recognize that the quarter was actually good and don't know why they sold.

Buying these kinds of dips has worked out pretty well historically, and this time doesn't look any different to me. The fundamentals here are strong, this quarter lines up the next leg of growth, and I think CrowdStrike is the strongest cybersecurity name in the market.

So at these levels, do you guys view $CRWD as a buy, hold, or sell?

(I do personally own the stock).

Posted Dec 4, 2025, 2:44 AM UTC

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