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Posted by
Two Blokes May 26, 2025 -
Filed in
Stock
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5 views
CrowdStrike has outperformed both the market and cybersecurity peers quite handsomely this year, with the sustainability of this alpha likely to be dictated by Q1 earnings on the 3rd of June. The pace of sales growth is expected to dip even further, but the decline in new ARR may not be as bad as what was seen in H2-25. CRWD is due to face pressure on the operational margin front, as it ramps up investments and incurs one-off costs.
