Crocs (NASDAQ:CROX) Updates Q1 2026 Earnings Guidance

Crocs (NASDAQ:CROX) issued an update on its first quarter 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 2.670-2.770 for the period, compared to the consensus estimate of 2.600. The company issued revenue guidance of $885.8 million-$904.5 million, compared to the consensus revenue estimate of $900.1 million. Crocs also updated its FY 2026 guidance to 12.880-13.350 EPS.

Analysts Set New Price Targets

A number of equities analysts recently issued reports on the company. UBS Group restated a “neutral” rating on shares of Crocs in a research note on Tuesday, February 3rd. Bank of America lowered their price objective on Crocs from $99.00 to $98.00 and set a “buy” rating on the stock in a research note on Tuesday, October 21st. Weiss Ratings upgraded Crocs from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Monday. Robert W. Baird reiterated a “neutral” rating and set a $100.00 price target on shares of Crocs in a report on Wednesday, January 7th. Finally, Needham & Company LLC reissued a “buy” rating and issued a $100.00 price target on shares of Crocs in a research report on Friday, December 5th. Four equities research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, Crocs has a consensus rating of “Hold” and a consensus price target of $94.64.

Crocs Price Performance

Shares of Crocs stock opened at $82.73 on Thursday. The stock has a market capitalization of $4.30 billion, a P/E ratio of 26.95 and a beta of 1.56. The company has a current ratio of 1.40, a quick ratio of 0.83 and a debt-to-equity ratio of 0.97. Crocs has a twelve month low of $73.21 and a twelve month high of $122.84. The business’s fifty day moving average price is $86.47 and its 200 day moving average price is $84.66.

Crocs (NASDAQ:CROX) last issued its quarterly earnings data on Thursday, February 12th. The textile maker reported $2.29 EPS for the quarter, topping analysts’ consensus estimates of $1.91 by $0.38. The company had revenue of $957.64 million for the quarter, compared to analysts’ expectations of $916.16 million. Crocs had a return on equity of 43.14% and a net margin of 4.48%.Crocs has set its FY 2026 guidance at 12.880-13.350 EPS and its Q1 2026 guidance at 2.670-2.770 EPS. As a group, research analysts anticipate that Crocs will post 13.2 earnings per share for the current year.

Key Headlines Impacting Crocs

Here are the key news stories impacting Crocs this week:

• Positive Sentiment: Q4 results beat expectations — EPS $2.29 vs. $1.91 est. and revenue $957.6M vs. $916.2M consensus; strong cash flow and presentation materials released. Press Release / Slides
• Positive Sentiment: Management raised FY‑2026 EPS guidance to $12.880–$13.350 (well above the ~$12.10 consensus) and Q1 EPS to $2.670–$2.770 (above the $2.60 est.), signaling confidence in profit recovery. PR Newswire: Outlook
• Positive Sentiment: International strength and core Crocs brand momentum offset HeyDude weakness, helping sales return to growth over the holiday period in key markets. MarketWatch: Holiday/Overseas Demand
• Neutral Sentiment: Company disclosed a large 2025 share repurchase (6.5M shares for ~$577M), which supports EPS but reduces cash on the balance sheet. PR Newswire: Repurchase Detail
• Negative Sentiment: Topline still down YoY and the company logged lower profit for the quarter, driven largely by a decline at HeyDude — a sign of brand/mix risk that could pressure margins. WSJ: Lower Profit
• Negative Sentiment: Q1 revenue guidance ($885.8M–$904.5M) sits slightly below consensus (~$900.1M) at the midpoint, creating short‑term uncertainty on top‑line trajectory despite the EPS beat. PR Newswire: Q1 Guidance

Institutional Investors Weigh In On Crocs

Hedge funds have recently made changes to their positions in the business. NewEdge Advisors LLC boosted its position in Crocs by 1.1% during the 2nd quarter. NewEdge Advisors LLC now owns 10,710 shares of the textile maker’s stock worth $1,085,000 after acquiring an additional 120 shares during the period. Parallel Advisors LLC boosted its position in shares of Crocs by 60.2% in the 3rd quarter. Parallel Advisors LLC now owns 495 shares of the textile maker’s stock valued at $41,000 after purchasing an additional 186 shares during the period. Kestra Investment Management LLC lifted its holdings in shares of Crocs by 7.2% in the second quarter. Kestra Investment Management LLC now owns 2,800 shares of the textile maker’s stock valued at $284,000 after purchasing an additional 187 shares in the last quarter. Deutsche Bank AG lifted its position in Crocs by 5.2% in the 4th quarter. Deutsche Bank AG now owns 6,406 shares of the textile maker’s stock worth $548,000 after buying an additional 319 shares in the last quarter. Finally, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its stake in shares of Crocs by 48.7% in the 2nd quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 1,109 shares of the textile maker’s stock valued at $112,000 after buying an additional 363 shares in the last quarter. Institutional investors own 93.44% of the company’s stock.

About Crocs

Crocs, Inc is a global footwear designer, developer and distributor best known for its lightweight, proprietary Croslite™ foam-clog construction. The company’s product portfolio encompasses a range of styles, including clogs, sandals, slides, boots and sneakers, all featuring the slip-resistant, odor-resistant and cushion-providing qualities of the Croslite material. Crocs distributes its products through an omnichannel network that includes e-commerce platforms, company-owned retail stores, authorized dealers and wholesale partners.

Founded in 2002 by Scott Seamans, Lyndon “Duke” Hanson and George Boedecker Jr., Crocs launched its first clog on the island of Vail, Colorado.