CrowdStrike (NASDAQ:CRWD) Updates FY 2026 Earnings Guidance

CrowdStrike (NASDAQ:CRWD) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided EPS guidance of 3.330-3.450 for the period, compared to the consensus EPS 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.

Analysts Set New Price Targets

Several research firms recently commented on CRWD. Barclays boosted 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. Rosenblatt Securities boosted their price objective on CrowdStrike from $385.00 to $450.00 and gave the stock a “buy” rating in a report on Thursday, February 27th. Wells Fargo & Company raised their target price on shares of CrowdStrike from $350.00 to $400.00 and gave the company an “overweight” rating in a research note on Wednesday, November 27th. Robert W. Baird reissued a “neutral” rating and issued a $430.00 price target (up previously from $390.00) on shares of CrowdStrike in a research note on Monday, February 3rd. Finally, Jefferies Financial Group increased their price target on shares of CrowdStrike from $415.00 to $450.00 and gave the stock a “buy” rating in a report on Thursday, December 19th. One equities research analyst has rated the stock with a sell rating, eleven have issued a hold rating, twenty-nine have assigned a buy rating and three have assigned a strong buy rating to the company’s stock. According to MarketBeat, CrowdStrike has a consensus rating of “Moderate Buy” and a consensus target price of $391.75.

CrowdStrike Stock Up 1.9 %

Shares of CRWD stock traded up $7.43 during mid-day trading on Tuesday, reaching $390.16. 7,030,793 shares of the company’s stock traded hands, compared to its average volume of 3,451,723. The company’s 50-day moving average price is $387.36 and its 200-day moving average price is $336.92. CrowdStrike has a 12 month low of $200.81 and a 12 month high of $455.59. 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 company has a market cap of $96.10 billion, a P/E ratio of 765.03, a P/E/G ratio of 17.86 and a beta of 1.16.

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

Insiders Place Their Bets

In other news, President Michael Sentonas sold 10,801 shares of the firm’s stock in a transaction on Monday, December 23rd. The stock was sold at an average price of $358.47, for a total value of $3,871,834.47. Following the transaction, the president now directly owns 389,589 shares in the company, valued at $139,655,968.83. This trade represents a 2.70 % decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, Director Sameer K. Gandhi sold 6,250 shares of CrowdStrike stock in a transaction 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 of the company’s stock, valued at $280,613,187.30. The trade was a 0.76 % decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders sold 100,315 shares of company stock valued at $38,387,254. 4.34% of the stock is owned by insiders.

Institutional Inflows and Outflows

A hedge fund recently raised its stake in CrowdStrike stock. Brighton Jones LLC raised its holdings in shares of CrowdStrike Holdings, Inc. (NASDAQ:CRWD) by 44.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 7,803 shares of the company’s stock after buying 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. Hedge funds and other institutional investors own 71.16% of the company’s stock.

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.