CrowdStrike Holdings (NASDAQ: CRWD) Q2 FY2027 earnings (27 August 2026): Non-GAAP EPS ≥ $1.05 per share – beats analyst consensus of approximately $1.02 (confirmed by CrowdStrike press release or Bloomberg)
Miss
✦ AI-generated prediction
Published on 25. August 2026
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Predicted for 27. August 2026
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Based on: Historical Cycle
CrowdStrike has beaten Non-GAAP EPS consensus in 12 consecutive quarters. Strong demand for AI-powered cybersecurity (Falcon platform), rising Annual Recurring Revenue and major government contracts support another beat. Bloomberg analyst consensus stands at approximately $1.02; a beat to ≥$1.05 (+~3 cents) matches the company's historical median beat. The parallel predicted +5% stock price reaction on the same day also presupposes a strong earnings beat – both forecasts are mutually consistent.
Data basis for this prediction
- Bloomberg Consensus Non-GAAP EPS CRWD Q2 FY2027: ca. 1,02 USD (Stand Aug 2026)
- CrowdStrike historische Beat-Rate: 12/12 Quartale (Earnings Whispers, Aug 2026)
- CrowdStrike Q1 FY2027 Annual Recurring Revenue-Wachstum (Juni 2026)
- CRWD-Kursreaktion-Prognose +5 % am 27. Aug 2026 (Cassandra-Plattform)
Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.
Verdict: Miss
[Vorzeitig entschieden] CrowdStrike Q2 FY2027 non-GAAP EPS laut Pressemitteilung: 0,31 USD je Aktie (Konsens: 0,29 USD) – weit unter der in der Prognose genannten Schwelle von 1,05 USD. Hinweis: Im Juli 2026 fand offenbar ein 4:1-Aktiensplit statt; pre-Split-Äquivalent wäre ~1,24 USD – die Prognose nutzte jedoch den alten Maßstab, den die offizielle Pressemitteilung nicht mehr ausweist. Literal bestätigt als MISS. Quelle: CrowdStrike Form 8-K (SEC), CNBC.
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PLTR closed at $175.40 on November 4, 2026 (after-hours: $170.88, -2.58%; intraday high: $176.54; 52-week high: $212.94). Palantir clearly beat Q3-FY2026 EPS consensus: total revenue $2.313B, US Commercial revenue +148% YoY to $984M. The $185 threshold is +5.5% above the closing price or +8.3% above after-hours levels. Typical post-earnings 'sell the news' may weigh short-term, but the 52-week high of $212.94 confirms the level is reachable. NVIDIA earnings on November 18, 2026 could serve as a sector-wide catalyst. No direct Polymarket equivalent; own estimate: ~42%.
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CBRS trades at $109.18 (October 30, 2026) — already 61% below its all-time high of $279.72. The final and largest lockup expiration is scheduled for November 10, 2026: approximately 19.4 million shares are unlocked (of three tranches of 19.4M each). Prior lockup tranches have consistently weighed on the stock. Insiders have sold ~$394.6M in shares since the May 2026 IPO — zero insider purchases. A Culper Research short-seller report has triggered multiple investigations. A close below $100 requires a ~8.4% decline — plausible given the expected supply pressure on expiration day.
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ARM Holdings reports Q2 FY2027 (July–September 2026) on November 4 after market close. EPS consensus: $0.47; revenue consensus ~$1.38B (Theta Research, Oct 29). ARM is the dominant CPU IP licensor for AI servers (Neoverse), smartphones (Apple A-series, Qualcomm), and edge devices — all three segments scaling strongly in 2026. ARM has beaten EPS consensus in each of the last four quarters, driven by AI infrastructure capex. No direct Polymarket contract; analogue: S&P 500 Q3 2026 beat rate ~71%. Key risks: export control escalation (UK/US vs. China), hyperscaler capex delays, or HBM4 demand plateau.