CrowdStrike (NASDAQ:CRWD) Updates Q1 2026 Earnings Guidance

CrowdStrike (NASDAQ:CRWD) updated its first quarter 2026 earnings guidance on Tuesday. 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.

Analysts Set New Price Targets

CRWD has been the subject of several recent analyst reports. BMO Capital Markets increased their price target on CrowdStrike from $315.00 to $380.00 and gave the stock an “outperform” rating in a research note on Wednesday, November 27th. Barclays upped their target price on CrowdStrike from $372.00 to $506.00 and gave the stock an “overweight” rating in a research report on Friday, February 21st. Susquehanna raised their target price on CrowdStrike from $310.00 to $400.00 and gave the stock a “positive” rating in a research report on Wednesday, November 27th. Truist Financial increased their target price on shares of CrowdStrike from $385.00 to $460.00 and gave the stock a “buy” rating in a research report on Wednesday, February 12th. Finally, Piper Sandler increased their price objective on shares of CrowdStrike from $290.00 to $375.00 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 given a hold rating, twenty-nine have issued a buy rating and three have assigned a strong buy rating to the company’s stock. Based on data from MarketBeat, CrowdStrike has an average rating of “Moderate Buy” and an average price target of $391.75.

CrowdStrike Price Performance

Shares of NASDAQ CRWD opened at $390.16 on Wednesday. The business has a 50-day moving average of $387.85 and a 200-day moving average of $337.82. CrowdStrike has a fifty-two week low of $200.81 and a fifty-two week 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 stock has a market capitalization of $96.10 billion, a price-to-earnings ratio of 765.03, a PEG ratio of 17.86 and a beta of 1.16.

Insiders Place Their Bets

In other news, insider Shawn Henry sold 4,000 shares of the company’s stock in a transaction dated 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 sale, the insider now directly owns 94,214 shares of the company’s stock, valued at approximately $42,459,423.38. This represents a 4.07 % decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CAO Anurag Saha sold 1,863 shares of CrowdStrike stock in a transaction dated Monday, December 23rd. The stock was sold at an average price of $358.46, for a total value of $667,810.98. Following the transaction, the chief accounting officer now owns 41,059 shares of the company’s stock, valued at $14,718,009.14. The trade was a 4.34 % decrease in their position. The disclosure for this sale can be found here. Insiders have sold 100,315 shares of company stock valued at $38,387,254 in the last 90 days. 4.34% of the stock is currently owned by insiders.

Institutional Investors Weigh In On CrowdStrike

A hedge fund recently raised its stake in CrowdStrike stock. Brighton Jones LLC boosted its stake in shares of CrowdStrike Holdings, Inc. (NASDAQ:CRWD) by 44.9% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 7,803 shares of the company’s stock after buying 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 SEC filing. 71.16% of the stock is owned by hedge funds and other institutional investors.

About CrowdStrike

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.