CrowdStrike (CRWD) Q3 2026: Shrinking Losses Test High-Growth, Premium-Valuation Narrative

Simply Wall St.12-04 07:51

CrowdStrike Holdings (CRWD) just posted Q3 2026 results with revenue of about $1.2 billion and a basic EPS loss of $0.14, keeping the focus firmly on scaling the top line while chipping away at losses...

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The company has seen quarterly revenue move from roughly $964 million in Q2 2025 to $1.23 billion in Q3 2026. Basic EPS has shifted from a $0.19 profit in Q2 2025 to a $0.44 loss in Q1 2026 and then narrowed to a $0.14 loss this quarter. This progression positions investors to pay close attention to how quickly margins may tighten toward the profitability that forecasts assume. See our full analysis for CrowdStrike Holdings. With the latest numbers on the table, it is worth setting them against the dominant narratives around CrowdStrike's path to profitability and margin expansion to see which stories hold up and which ones start to look stretched. See what the community is saying about CrowdStrike Holdings NasdaqGS:CRWD Earnings & Revenue History as at Dec 2025 AdvertisementLosses Shrink While Revenue Keeps Climbing  Net loss improved from about $110.2 million in Q1 2026 to $34.0 million in Q3 2026, alongside revenue rising from roughly $1.10 billion to $1.23 billion over the same period. Consensus narrative points to innovations like Falcon Flex and AI tools as key drivers of future revenue growth and better margins, which lines up with the recent pattern of higher sales and smaller losses but still has to be proven over time.\n     Falcon Flex and bundled modules are expected to deepen customer relationships, and the move from $963.9 million in Q2 2025 revenue to $1.23 billion in Q3 2026 shows CrowdStrike is already handling a larger revenue base. Analysts also highlight AI offerings and cloud partnerships as long term growth engines, yet trailing 12 month net loss of about $314.2 million reminds investors that the profitability side of that story is still catching up.    Over the last few quarters, bulls say these shrinking losses and new product motions could be the early proof points of the long term growth story, but they are also watching how consistently that trend can continue. 🐂 CrowdStrike Holdings Bull Case From Trailing Losses To Forecast Profit  On a trailing 12 month basis, revenue has climbed to about $4.6 billion while net loss sits near $314.2 million, and forecasts call for earnings to grow around 65.7 percent per year with profitability expected within three years. Supporters of the bullish view argue that this growth runway more than offsets today’s negative earnings, but the numbers still require a lot to go right.\n     Revenue is projected to expand at roughly 17.6 percent per year, faster than the 10.5 percent forecast for the broader US market, so any slowdown versus that pace would directly undercut the growth based thesis. Losses have been reduced by about 12 percent per year over the past five years, yet the trailing EPS of roughly negative $1.26 shows the business is not yet close to the $691.1 million earnings that analysts are modeling for 2028.    Premium Valuation Demands Flawless Execution  The stock trades at a price to sales of about 28.8 times versus 12.7 times for peers and 4.8 times for the US software industry, and it also sits above a DCF fair value of roughly $447.18 per share. Critics focus on this rich setup as the main risk, arguing that even strong growth may not be enough if the company stumbles on its product or acquisition strategy.\n     A forecast revenue growth rate of about 17.6 percent per year and expected earnings growth near 65.7 percent are already baked into the story, so any disappointment on those paths could weigh heavily at a 28.8 times sales multiple. Recent insider selling over the last three months is flagged as an additional concern, because it sits alongside ongoing losses and an elevated valuation rather than being offset by clear profitability today.    Skeptics warn that with the share price above DCF fair value and well ahead of sector multiples, the margin for error on growth and profitability timelines is unusually thin. 🐻 CrowdStrike Holdings Bear Case  Next Steps To see how these results tie into long-term growth, risks, and valuation, check out the full range of community narratives for CrowdStrike Holdings on Simply Wall St. Add the company to your watchlist or portfolio so you'll be alerted when the story evolves. See the numbers another way? In a few minutes, you can turn that perspective into a full narrative and share your angle: Do it your way. A great starting point for your CrowdStrike Holdings research is our analysis highlighting 1 key reward and 1 important warning sign that could impact your investment decision. Explore Alternatives CrowdStrike’s premium valuation, ongoing net losses, and insider selling leave little room for execution missteps before the growth story starts to fray. If that trade off feels uncomfortably tight, use our these 920 undervalued stocks based on cash flows to quickly zero in on companies where cash flows and valuations line up more convincingly today.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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