CrowdStrike (NASDAQ:CRWD) Releases FY 2026 Earnings Guidance

CrowdStrike (NASDAQ:CRWD) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share guidance of 3.330-3.450 for the period, compared to the consensus earnings per share estimate of 4.430. The company issued revenue guidance of $4.7 billion-$4.8 billion, compared to the consensus revenue estimate of $4.8 billion. CrowdStrike also updated its Q1 2026 guidance to 0.640-0.660 EPS.

Analyst Upgrades and Downgrades

A number of brokerages have commented on CRWD. HSBC cut shares of CrowdStrike from a “buy” rating to a “hold” rating and set a $347.00 price target for the company. in a research note on Wednesday, November 27th. Oppenheimer lifted their price target on CrowdStrike from $365.00 to $410.00 and gave the stock an “outperform” rating in a report on Wednesday, November 27th. Wells Fargo & Company upped their price objective on CrowdStrike from $350.00 to $400.00 and gave the company an “overweight” rating in a research note on Wednesday, November 27th. Stifel Nicolaus raised their price objective on CrowdStrike from $400.00 to $475.00 and gave the company a “buy” rating in a research report on Wednesday, February 19th. Finally, Morgan Stanley boosted their target price on CrowdStrike from $390.00 to $429.00 and gave the stock an “overweight” rating in a report on Wednesday, February 19th. One analyst has rated the stock with a sell rating, eleven have given a hold rating, twenty-nine have given a buy rating and three have issued a strong buy rating to the company. Based on data from MarketBeat.com, CrowdStrike presently has a consensus rating of “Moderate Buy” and a consensus target price of $391.75.

CrowdStrike Price Performance

CRWD stock traded up $7.43 during trading on Tuesday, reaching $390.16. 7,295,686 shares of the company were exchanged, compared to its average volume of 3,466,877. The company has a market capitalization of $96.10 billion, a price-to-earnings ratio of 765.03, a P/E/G ratio of 17.86 and a beta of 1.16. The company has a debt-to-equity ratio of 0.24, a current ratio of 1.86 and a quick ratio of 1.86. The company has a 50-day moving average of $387.36 and a two-hundred day moving average of $336.92. CrowdStrike has a twelve month low of $200.81 and a twelve month high of $455.59.

CrowdStrike (NASDAQ:CRWD) last announced its quarterly earnings results on Tuesday, March 4th. The company reported ($0.05) earnings per share (EPS) for the quarter, missing the consensus estimate of $0.85 by ($0.90). CrowdStrike had a return on equity of 7.11% and a net margin of 3.39%. As a group, equities analysts predict that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

Insider Transactions at CrowdStrike

In other news, CAO Anurag Saha sold 1,863 shares of the firm’s stock in a transaction dated Monday, December 23rd. The stock was sold at an average price of $358.46, for a total transaction of $667,810.98. Following the completion of the transaction, the chief accounting officer now directly owns 41,059 shares in the company, valued at $14,718,009.14. This trade represents a 4.34 % decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Shawn Henry sold 4,500 shares of the company’s stock in a transaction that occurred on Monday, December 16th. The shares were sold at an average price of $368.14, for a total value of $1,656,630.00. Following the completion of the sale, the insider now owns 115,798 shares in the company, valued at $42,629,875.72. The trade was a 3.74 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last three months, insiders have 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 holdings in CrowdStrike Holdings, Inc. (NASDAQ:CRWD) by 44.9% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 7,803 shares of the company’s stock after acquiring an additional 2,417 shares during the period. Brighton Jones LLC’s holdings in CrowdStrike were worth $2,670,000 as of its most recent filing with the Securities and Exchange Commission. Institutional investors and hedge funds own 71.16% of the company’s stock.

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.