CrowdStrike (NASDAQ:CRWD) Updates Q1 2026 Earnings Guidance

CrowdStrike (NASDAQ:CRWD) issued an update on its first quarter 2026 earnings guidance on Tuesday morning. The company provided EPS guidance of 0.640-0.660 for the period, compared to the consensus EPS estimate of 0.960. The company issued revenue guidance of $1.1 billion-$1.1 billion, compared to the consensus revenue estimate of $1.1 billion. CrowdStrike also updated its FY 2026 guidance to 3.330-3.450 EPS.

CrowdStrike Stock Up 1.9 %

Shares of NASDAQ:CRWD traded up $7.43 during midday trading on Tuesday, hitting $390.16. The stock had a trading volume of 7,030,793 shares, compared to its average volume of 3,451,723. The company has a quick ratio of 1.86, a current ratio of 1.86 and a debt-to-equity ratio of 0.24. The business’s 50-day simple moving average is $387.36 and its 200-day simple moving average is $336.92. CrowdStrike has a 12 month low of $200.81 and a 12 month high of $455.59. The company has a market cap of $96.10 billion, a P/E ratio of 765.03, a PEG ratio of 17.86 and a beta of 1.16.

CrowdStrike (NASDAQ:CRWD) last announced its quarterly earnings data on Tuesday, March 4th. The company reported ($0.05) EPS for the quarter, missing analysts’ consensus estimates of $0.85 by ($0.90). CrowdStrike had a net margin of 3.39% and a return on equity of 7.11%. On average, sell-side analysts forecast that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of analysts have recently issued reports on CRWD shares. Evercore ISI raised their price objective on CrowdStrike from $325.00 to $400.00 and gave the company an “outperform” rating in a research report on Monday, November 25th. JMP Securities reaffirmed a “market outperform” rating and set a $400.00 price target on shares of CrowdStrike in a report on Monday, November 4th. Royal Bank of Canada raised their target price on shares of CrowdStrike from $365.00 to $420.00 and gave the stock an “outperform” rating in a research note on Friday, January 3rd. Rosenblatt Securities increased their price target on shares of CrowdStrike from $385.00 to $450.00 and gave the company a “buy” rating in a report on Thursday, February 27th. Finally, Wells Fargo & Company boosted their price objective on CrowdStrike from $350.00 to $400.00 and gave the stock an “overweight” rating in a report on Wednesday, November 27th. One equities research analyst has rated the stock with a sell rating, eleven have assigned a hold rating, twenty-nine have given a buy rating and three have issued a strong buy rating to the company. According to MarketBeat.com, CrowdStrike has a consensus rating of “Moderate Buy” and a consensus price target of $391.75.

Insider Activity

In other CrowdStrike news, insider Shawn Henry sold 4,500 shares of the stock in a transaction dated Monday, December 16th. The stock was sold at an average price of $368.14, for a total value of $1,656,630.00. Following the completion of the transaction, the insider now directly owns 115,798 shares in the company, valued at approximately $42,629,875.72. This trade represents a 3.74 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Sameer K. Gandhi sold 17,120 shares of CrowdStrike stock in a transaction dated Monday, February 10th. The shares were sold at an average price of $428.13, for a total value of $7,329,585.60. Following the sale, the director now directly owns 780,592 shares in the company, valued at $334,194,852.96. The trade was a 2.15 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last ninety days, insiders sold 100,315 shares of company stock worth $38,387,254. Insiders own 4.34% of the company’s stock.

Hedge Funds Weigh In On CrowdStrike

An institutional investor recently raised its position in CrowdStrike stock. Brighton Jones LLC lifted its stake in shares of CrowdStrike Holdings, Inc. (NASDAQ:CRWD) by 44.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 7,803 shares of the company’s stock after acquiring an additional 2,417 shares during the quarter. Brighton Jones LLC’s holdings in CrowdStrike were worth $2,670,000 as of its most recent filing with the Securities and Exchange Commission (SEC). 71.16% of the stock is currently owned by institutional investors and hedge funds.

CrowdStrike Company Profile

CrowdStrike Holdings, Inc provides cybersecurity solutions in the United States and internationally. Its unified platform offers cloud-delivered protection of endpoints, cloud workloads, identity, and data. The company offers corporate endpoint and cloud workload security, managed security, security and vulnerability management, IT operations management, identity protection, SIEM and log management, threat intelligence, data protection, security orchestration, automation and response and AI powered workflow automation, and securing generative AI workload services.