Unpacking Q1 Earnings: CrowdStrike (NASDAQ:CRWD) In The Context Of Other Cybersecurity Stocks
Anthony Lee
Wed, July 15, 2026 at 11:11 PM GMT+5:30
5 min read
- CRWD
-1.46%
Wrapping up Q1 earnings, we look at the numbers and key takeaways for the cybersecurity stocks, including CrowdStrike (NASDAQ:CRWD) and its peers
Cybersecurity continues to be one of the fastest-growing segments within software for good reason. Almost every company is slowly finding itself becoming a technology company and facing rising cybersecurity risks. Businesses are accelerating adoption of cloud-based software, moving data and applications into the cloud to save costs while improving performance. This migration has opened them to a multitude of new threats, like employees accessing data via their smartphone while on an open network, or logging into a web-based interface from a laptop in a new location.
The 9 cybersecurity stocks we track reported a satisfactory Q1. As a group, revenues beat analysts’ consensus estimates by 1.6% while next quarter’s revenue guidance was in line
Luckily, cybersecurity stocks have performed well with share prices up 50.5% on average since the latest earnings results
CrowdStrike (NASDAQ:CRWD)
Known for detecting the massive SolarWinds hack in 2020 that compromised numerous government agencies, CrowdStrike (NASDAQ:CRWD) provides cloud-based cybersecurity solutions that protect endpoints, cloud workloads, identity, and data through its Falcon platform
CrowdStrike reported revenues of $1.39 billion, up 25.6% year on year. This print exceeded analysts’ expectations by 1.7%. Overall, it was a strong quarter for the company with EPS guidance for next quarter exceeding analysts’ expectations and full-year EPS guidance exceeding analysts’ expectations
Interestingly, the stock is up 13.2% since reporting and currently trades at $211.67
Read why we think that CrowdStrike is one of the best cybersecurity stocks, our full report is free
Best Q1: Palo Alto Networks (NASDAQ:PANW)
Founded in 2005 by security visionary Nir Zuk who sought to reimagine firewall technology, Palo Alto Networks (NASDAQ:PANW) provides AI-powered cybersecurity platforms that protect organizations’ networks, clouds, and endpoints from sophisticated threats
Palo Alto Networks reported revenues of $3.00 billion, up 31.1% year on year, outperforming analysts’ expectations by 2%. The business had a very strong quarter with an impressive beat of analysts’ billings estimates and full-year EPS guidance exceeding analysts’ expectations
Palo Alto Networks achieved the highest guidance raise, fastest revenue growth, and highest full-year guidance raise among its peers. The market seems happy with the results as the stock is up 18.9% since reporting. It currently trades at $353.20
