
CrowdStrike Holdings Inc. (NASDAQ: CRWD) delivered a bold new projection for net new annual recurring revenue (ARR) of at least 20% by 2027, and CRWD stock surged higher in response. The announcement was made at Fal.Con, which is the company’s Investor Day presentation.
The announcement was a marked contrast to the cautious guidance CrowdStrike delivered in its August earnings report. The forecast for a 20% net new growth in ARR surpasses its 17% pace this year, which is CrowdStrike’s fiscal year 2026.