CrowdStrike shares, at $261.83, rose 14.79% in a week and are up 123.42% year to date after a quarter that CEO George Kurtz called the best in the company's history. Revenue grew 25.8% to $1.47B, net new ARR rose 51% to $332.8M, and Falcon Flex ARR reached $2.29B, up 101%, while non-GAAP EPS of $0.31 beat the $0.2915 estimate. Full-year guidance was raised to $5.99B to $6.01B in revenue and $1.25 to $1.26 in non-GAAP EPS, though GAAP operating income was negative $33.23 million in the quarter. The stock trades at 189x forward earnings, and the average analyst target of $247.25 from 53 analysts sits about 5.6% below the current price. The article says the next report, with Q3 net new ARR guidance of $343 to $347 million, will test whether growth is still accelerating at this valuation.
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CrowdStrike (CRWD) paid employees $1.2 billion in stock over the year ended July 2026, about 23% of revenue, even as sales grew 24.3%. Diluted shares rose to 1.0 billion from 905 million five years earlier, while buybacks totaled only $176 million. Stock pay equaled about 82% of the company's $1.5 billion free cash flow, and the GAAP operating margin was -2.2%. As of October 21, 2026, the stock traded at 45.2 times sales versus 3.1 times for the S&P 500, and it returned 90.1% over the year against 16.5% for the index. The article says concern would grow if stock pay starts rising faster than sales, and suggests watching this ratio in the fiscal Q3 2027 report expected in late 2026.
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