CrowdStrike (NASDAQ:CRWD) Releases FY 2026 Earnings Guidance

CrowdStrike (NASDAQ:CRWD) issued an update on its FY 2026 earnings guidance on Tuesday morning. 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 Ratings Changes

A number of research firms have weighed in on CRWD. Truist Financial raised their target price on CrowdStrike from $385.00 to $460.00 and gave the stock a “buy” rating in a research report on Wednesday, February 12th. Scotiabank reaffirmed a “sector perform” rating on shares of CrowdStrike in a report on Wednesday, February 5th. Evercore ISI lifted their price target on shares of CrowdStrike from $325.00 to $400.00 and gave the company an “outperform” rating in a report on Monday, November 25th. Oppenheimer boosted their price target on shares of CrowdStrike from $365.00 to $410.00 and gave the company an “outperform” rating in a research report on Wednesday, November 27th. Finally, The Goldman Sachs Group raised their price objective on shares of CrowdStrike from $372.00 to $415.00 and gave the stock a “buy” rating in a report on Tuesday, December 24th. One investment analyst has rated the stock with a sell rating, eleven have issued a hold rating, twenty-nine have issued a buy rating and three have issued a strong buy rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $391.75.

CrowdStrike Stock Performance

CrowdStrike stock traded up $7.43 during midday trading on Tuesday, hitting $390.16. The company’s stock had a trading volume of 7,030,793 shares, compared to its average volume of 3,451,723. The company has a market cap of $96.10 billion, a price-to-earnings ratio of 765.03, a PEG ratio of 17.86 and a beta of 1.16. CrowdStrike has a 1-year low of $200.81 and a 1-year high of $455.59. 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 price of $387.36 and a two-hundred day moving average price of $336.92.

CrowdStrike (NASDAQ:CRWD) last announced its quarterly earnings data on Tuesday, March 4th. The company reported ($0.05) earnings per share (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%. As a group, sell-side analysts predict that CrowdStrike will post 0.55 earnings per share for the current year.

Insider Buying and Selling at CrowdStrike

In other CrowdStrike news, Director Sameer K. Gandhi sold 6,250 shares of CrowdStrike stock in a transaction that occurred on Thursday, January 2nd. The stock was sold at an average price of $345.65, for a total value of $2,160,312.50. Following the completion of the sale, the director now directly owns 811,842 shares in the company, valued at approximately $280,613,187.30. The trade was a 0.76 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Shawn Henry sold 4,000 shares of the business’s stock in a transaction that occurred on Tuesday, February 18th. The shares were sold at an average price of $450.67, for a total value of $1,802,680.00. Following the completion of the transaction, the insider now directly owns 94,214 shares in the company, valued at approximately $42,459,423.38. This trade represents a 4.07 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last three months, insiders sold 100,315 shares of company stock worth $38,387,254. 4.34% of the stock is currently owned by insiders.

Institutional Investors Weigh In On CrowdStrike

An institutional investor recently raised its position in CrowdStrike stock. Brighton Jones LLC lifted its position in shares of CrowdStrike Holdings, Inc. (NASDAQ:CRWD) by 44.9% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 7,803 shares of the company’s stock after purchasing an additional 2,417 shares during the period. Brighton Jones LLC’s holdings in CrowdStrike were worth $2,670,000 at the end of the most recent quarter. 71.16% of the stock is owned by institutional investors.

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.