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  • 🚨 CrowdStrike Just Grew Revenue 25% — But Is It Still a Buy Before June’s Earnings?

🚨 CrowdStrike Just Grew Revenue 25% — But Is It Still a Buy Before June’s Earnings?

If you've been watching CrowdStrike (NASDAQ: CRWD) like a hawk — just like I have — you're probably wondering: Should I double down, hold, or run for the hills?

With CRWD closed at $353.74 as of March 16, 2025, and a ton of conflicting signals out there, this stock is standing at a critical crossroad. And let me be real — miss these insights and you might leave serious money on the table (or worse, watch it disappear).

Today, I’m breaking down 7 brutally honest truths about CrowdStrike that every investor needs to know — including what to expect from their next earnings and my own trade setup if you're thinking about getting in.

Let’s get to it.

🔥 1. First, Here's Where CrowdStrike Stands (Right Now)

  • Current Price: $361.80

  • 52-Week Range: $117.00 - $366.17 (yes, it hit new highs last week!)

  • Market Cap: ~$86.5 billion

  • Recent Volume: 1.89 million shares

CrowdStrike has been on a crazy run this past year — more than tripling from its lows. But here’s the thing: are those gains sustainable?

💥 2. Last Earnings? Blew Past Estimates — but There’s a Catch

Let’s talk Q4 earnings (announced on March 4, 2025):

  • EPS: $1.03 (beat expectations of $0.86!)

  • Revenue: $1.06 billion (up 25% YoY and beating estimates)

Sounds great, right? Well, not so fast.

Management guided DOWN for next quarter. They expect:

  • EPS of $0.64 to $0.66 (vs. Wall Street expectations of $0.95)

  • Full-year EPS forecast: $3.33 to $3.45 (vs. Street's $4.40)

💣 Translation: Management is clearly worried about costs and market headwinds.

💡 3. Why the Caution? Blame the July 2024 Software Meltdown

Remember that massive July 2024 outage caused by a botched software update?

  • $21 million in costs last quarter

  • $73 million more expected this quarter

  • $43 million in customer retention "damage control"

👉 Bottom line: That incident isn’t over, and it's eating into profits — hard.

⚔️ 4. What About Competition? Is CRWD Still King of Cybersecurity?

Look, CrowdStrike is still one of the top dogs, but let’s be honest — the fight is heating up.

  • Palo Alto Networks (PANW) is eating market share.

  • SentinelOne (S) is innovating fast with AI-driven solutions.

  • Zscaler is aggressively expanding.

🧠 Smart investors need to ask: Can CrowdStrike keep its edge in endpoint security, or will it lose out as AI reshapes the game?

📅 5. Next Earnings (June 3, 2025) — What You Need to Prepare For

Mark this date: June 3, 2025.

Analysts are expecting:

  • EPS of $0.66 — down from $0.93 in the same quarter last year.

⚠️ Warning: If CrowdStrike misses this low bar, expect a sharp correction. But if they beat and guide higher? We could see a rally past $370+ in days.

🛡️ 6. My Trade Setup: How I’m Playing CrowdStrike (Exact Numbers)

Here’s what I’m doing:

  • Watchlist Buy Trigger: $370 breakout (if we close a day above this on strong volume, I’m buying — targeting $400).

  • Add-on Level: $385 on momentum.

  • Stop Loss: $340 (no questions asked — risk management is everything).

  • Aggressive Buy (Pullback): If CRWD falls to $340-$345 but holds support, I’ll scale in for a bounce trade.

🎯 Target: $400 near term, and $450 longer term if earnings come strong and AI wins boost valuation.

Risk-Reward setup?

  • Risk: ~$20 downside

  • Reward: $40 to $90 upside

Verdict: That’s a 2:1 to 4:1 setup. Not bad at all.

🚀 7. Key Takeaways — Should You Buy, Hold, or Run?

Let me shoot straight:

✅ If you’re holding CRWD long-term — stay put, but hedge with stop losses (maybe sell covered calls?).

⚠️ If you’re thinking of buying nowWAIT for either a confirmed breakout ($370+) or a deep pullback ($340 zone).

❌ Avoid blind chasing here — too much priced in, and next earnings could swing this stock hard.

💰 Final Thoughts: Why You Need to Pay Attention to CRWD Now

CrowdStrike is at a pivotal moment:

  • Massive growth story ✔️

  • But real risks ahead (outage aftermath, slowing EPS) ❗

The cybersecurity space is hot — but hot sectors get hit hard when expectations aren't met.

If you’ve made money on CRWD — congrats! But now's the time to think smart, not greedy.

Key Stats Recap (March 16, 2025):

  • 📈 Price: $353.74

  • 🧮 P/E Ratio: ~105x (forward)

  • 💰 Market Cap: ~$86.5 billion

  • 📆 Next Earnings: June 3, 2025

  • 🔥 Sector: Cybersecurity, AI-driven endpoint security

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Disclaimer: The content on this blog is for educational and informational purposes only and is not intended as financial, investment, tax, or legal advice. Investing in the stock market involves risks, including the loss of principal. The views expressed here are solely those of the author and do not represent any company or organization. Readers should conduct their own research and due diligence before making any financial decisions. The author and publisher are not responsible for any losses or damages resulting from the use of this information.

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