Insight Guru flags fading AI-driven cybersecurity urgency as key risk for CrowdStrike stock
CRWD•Insight Guru flagged fading AI-driven cybersecurity urgency as the key risk to CrowdStrike’s recent demand surge. Fiscal Q2 2027 revenue rose 26% year over year and net new ARR reached a record $333 million, up 51%.
1. Growth and risk
CrowdStrike’s fiscal Q2 2027 revenue rose 26% year over year, while net new ARR reached a record $333 million, up 51%. Subscriptions generated $4.6 billion in fiscal 2026 revenue, up 21% from fiscal 2025; the stock’s valuation was listed at 47.6 times sales, and shares were 3.9% below their 52-week high. Past drawdowns included 42% in July-August 2024 and 31% during the 2025 tariff shock.
