CrowdStrike (CRWD): Is a Surge Imminent? AI Demand Fuels Optimism!

By: Danilo Pérez Published On: 18/09/2025

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Is CrowdStrike Holdings (CRWD) poised for a significant surge? Recent developments suggest a positive outlook for the cloud-based security company. Analysts are increasingly optimistic about CrowdStrike's earnings prospects, and this sentiment is reflected in upward revisions of earnings estimates.

Why the Optimism?

The correlation between earnings estimate revisions and near-term stock price movements is well-documented. CrowdStrike has witnessed strong agreement among analysts in raising earnings estimates, leading to considerably higher consensus estimates for the upcoming quarter and the full year.

Key Factors Driving Potential Growth:

Strong Earnings Estimates: The Zacks Consensus Estimate for CrowdStrike has increased significantly, reflecting growing confidence in the company's performance.
Agentic AI Demand: CrowdStrike's partnership with Salesforce and NVIDIA to secure agentic AI adoption positions it as a key player in the rapidly evolving AI landscape.
Falcon Platform Enhancement: The integration of Charlotte AI enhances Falcon by monitoring and mitigating AI misuse risks, further strengthening its cybersecurity capabilities.

The demand for cybersecurity is projected to accelerate as companies increasingly adopt agentic AI tools. CrowdStrike's AI-native Falcon platform is a logical choice for many organizations seeking to safeguard their digital space.

Analyst Expectations

For the current quarter, CrowdStrike is expected to earn $0.94 per share, representing a year-over-year increase. The revisions trend for the current year also appears promising, with numerous estimates moving higher over the past month.

CrowdStrike is navigating a period of anticipation, with earnings reports not expected until late November. However, the recent partnership announcement with Salesforce has provided a bullish jolt, potentially driving CRWD stock higher.

The rise of agentic AI presents a new frontier for cybersecurity. As these autonomous systems become more prevalent, the need for robust security measures will only intensify, potentially benefiting companies like CrowdStrike.