CrowdStrike (CRWD) Projected to Post Earnings on Tuesday

CrowdStrike (NASDAQ:CRWD) is anticipated to post its Q4 2026 results after the market closes on Tuesday, March 3rd. Analysts expect the company to announce earnings of $1.10 per share and revenue of $1.2974 billion for the quarter. Interested persons can check the company’s upcoming Q4 2026 earning summary page for the latest details on the call scheduled for Tuesday, March 3, 2026 at 5:00 PM ET.

CrowdStrike (NASDAQ:CRWD) last released its quarterly earnings data on Wednesday, December 3rd. The company reported $0.96 earnings per share for the quarter, beating analysts’ consensus estimates of $0.94 by $0.02. CrowdStrike had a negative return on equity of 2.12% and a negative net margin of 6.88%.The business had revenue of $1.23 billion during the quarter, compared to analyst estimates of $1.22 billion. During the same quarter last year, the business posted $0.93 EPS. The company’s revenue was up 21.8% on a year-over-year basis. On average, analysts expect CrowdStrike to post $1 EPS for the current fiscal year and $1 EPS for the next fiscal year.

CrowdStrike Stock Down 9.8%

Shares of CRWD opened at $350.33 on Tuesday. The stock’s 50-day moving average price is $447.71 and its 200-day moving average price is $471.61. The company has a quick ratio of 1.81, a current ratio of 1.81 and a debt-to-equity ratio of 0.18. The company has a market capitalization of $88.32 billion, a price-to-earnings ratio of -278.04, a PEG ratio of 21.86 and a beta of 1.03. CrowdStrike has a 52 week low of $298.00 and a 52 week high of $566.90.

Analyst Ratings Changes

A number of research analysts have weighed in on CRWD shares. Morgan Stanley upped their price objective on shares of CrowdStrike from $515.00 to $537.00 and gave the stock an “equal weight” rating in a research report on Thursday, December 18th. Stephens reaffirmed an “overweight” rating and issued a $590.00 price target on shares of CrowdStrike in a research note on Thursday, December 18th. Evercore raised their target price on CrowdStrike from $430.00 to $460.00 and gave the company an “in-line” rating in a research report on Wednesday, December 3rd. Wedbush reissued an “outperform” rating and issued a $600.00 price objective on shares of CrowdStrike in a research note on Monday, December 1st. Finally, Argus raised their target price on shares of CrowdStrike from $540.00 to $600.00 and gave the stock a “buy” rating in a research note on Friday, December 5th. Thirty investment analysts have rated the stock with a Buy rating, sixteen have given a Hold rating and three have given a Sell rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $546.26.

CrowdStrike News Summary

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Recent operating fundamentals and growth remain solid: CrowdStrike reported strong revenue growth (Q3 revenue +22% YoY) and continued cash generation, which underpins the longer-term thesis for the Falcon platform. Is CrowdStrike Stock a Buy After Falling 17% Year to Date?
• Positive Sentiment: Partnerships and channel momentum (Microsoft, Qualtrics and others) are cited as catalysts to expand Falcon’s reach and drive next-phase growth, helping offset short‑term headline risk. Can Strategic Partnerships Drive CrowdStrike’s Next Growth Phase?
• Positive Sentiment: Several bulls call the selloff an overreaction (“ghost trade”) and see buying opportunities; high‑profile analysts and investors still view CRWD as a leader in endpoint/cloud security. ‘AI Ghost Trade’ Fears Slam CrowdStrike, Palo Alto Stock — But Dan Ives Sees Winners
• Neutral Sentiment: Stifel lowered its price target (from $600 to $480) but kept a Buy rating — a sign of continued analyst support, but also that some upside expectations have been trimmed. Stifel Adjusts Price Target on CrowdStrike to $480 from $600, Maintains Buy Rating
• Negative Sentiment: Anthropic’s Claude Code Security launch directly triggered a broad selloff in cybersecurity names as investors reassess whether AI tools could replace or commoditize parts of incumbent vendors’ offerings. CrowdStrike, Datadog and other cybersecurity stocks slide after Anthropic’s AI tool launch
• Negative Sentiment: News coverage and market chatter widened fears (second‑day drops reported) that AI could disrupt security workflows and pricing, pressuring sentiment and driving indiscriminate selling. Cybersecurity stocks drop for a second day as new Anthropic tool fuels AI disruption fears
• Negative Sentiment: Analyst and media coverage is framing the move as a rapid, sentiment‑driven plunge (multiple headlines cite consecutive days of declines), which can amplify volatility even if fundamentals remain intact. Why CrowdStrike Plunged For the Second Day In A Row

Insider Buying and Selling

In other news, Director Johanna Flower sold 3,000 shares of CrowdStrike stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $461.94, for a total value of $1,385,820.00. Following the completion of the transaction, the director owned 76,082 shares in the company, valued at approximately $35,145,319.08. This trade represents a 3.79% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, President Michael Sentonas sold 11,461 shares of the company’s stock in a transaction that occurred on Monday, December 22nd. The stock was sold at an average price of $479.78, for a total transaction of $5,498,758.58. Following the sale, the president owned 342,655 shares in the company, valued at $164,399,015.90. The trade was a 3.24% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 100,247 shares of company stock worth $45,722,274 over the last three months. 3.32% of the stock is owned by insiders.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in CRWD. Logan Capital Management Inc. purchased a new stake in CrowdStrike during the third quarter worth approximately $26,000. Strive Financial Group LLC acquired a new stake in CrowdStrike during the 4th quarter worth $29,000. Texas Capital Bancshares Inc TX purchased a new stake in CrowdStrike in the third quarter valued at $31,000. Quarry LP purchased a new position in shares of CrowdStrike during the third quarter worth about $35,000. Finally, Palisade Asset Management LLC purchased a new position in CrowdStrike during the 3rd quarter worth approximately $45,000. 71.16% of the stock is owned by institutional investors and hedge funds.

CrowdStrike Company Profile

CrowdStrike Holdings, Inc (NASDAQ: CRWD) is a cybersecurity company founded in 2011 and headquartered in Sunnyvale, California. The firm was co-founded by George Kurtz and Dmitri Alperovitch and became a publicly traded company following its initial public offering in 2019. CrowdStrike positions itself as a provider of cloud-native security solutions designed to protect endpoints, cloud workloads, identities and data against sophisticated cyber threats.

The company’s core offering is the CrowdStrike Falcon platform, a modular, cloud-delivered security architecture that combines endpoint protection (EPP), endpoint detection and response (EDR), threat intelligence, and device control through lightweight agents and centralized telemetry.