CrowdStrike (NASDAQ:CRWD) Releases Q1 2027 Earnings Guidance

CrowdStrike (NASDAQ:CRWD) issued an update on its first quarter 2027 earnings guidance on Wednesday morning. The company provided EPS guidance of 1.060-1.070 for the period, compared to the consensus EPS estimate of 0.680. The company issued revenue guidance of $1.4 billion-$1.4 billion, compared to the consensus revenue estimate of $1.4 billion. CrowdStrike also updated its FY 2027 guidance to 4.780-4.900 EPS.

Wall Street Analyst Weigh In

A number of brokerages have issued reports on CRWD. Argus lowered their target price on shares of CrowdStrike from $600.00 to $520.00 and set a “buy” rating on the stock in a report on Thursday. Macquarie Infrastructure reiterated a “neutral” rating and set a $485.00 price objective on shares of CrowdStrike in a research note on Tuesday, January 27th. Citigroup dropped their price objective on CrowdStrike from $610.00 to $525.00 and set a “buy” rating on the stock in a report on Wednesday. DA Davidson lifted their target price on CrowdStrike from $425.00 to $455.00 and gave the company a “buy” rating in a report on Wednesday. Finally, UBS Group reiterated an “overweight” rating on shares of CrowdStrike in a research report on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, thirty have assigned a Buy rating, sixteen have assigned a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $505.98.

CrowdStrike Stock Performance

NASDAQ:CRWD opened at $426.16 on Friday. The stock has a market cap of $107.43 billion, a P/E ratio of -575.88, a PEG ratio of 22.89 and a beta of 1.06. The company has a quick ratio of 1.81, a current ratio of 1.77 and a debt-to-equity ratio of 0.17. The business’s 50-day moving average price is $432.60 and its two-hundred day moving average price is $468.57. CrowdStrike has a twelve month low of $298.00 and a twelve month high of $566.90.

CrowdStrike (NASDAQ:CRWD) last posted its quarterly earnings data on Tuesday, March 3rd. The company reported $1.12 earnings per share for the quarter, topping the consensus estimate of $1.10 by $0.02. The company had revenue of $1.31 billion for the quarter, compared to analysts’ expectations of $1.30 billion. CrowdStrike had a negative net margin of 3.81% and a negative return on equity of 0.14%. CrowdStrike’s revenue for the quarter was up 23.8% compared to the same quarter last year. During the same period in the prior year, the business earned $1.03 earnings per share. As a group, equities analysts predict that CrowdStrike will post 0.55 EPS for the current fiscal year.

Insider Transactions at CrowdStrike

In other news, CFO Burt W. Podbere sold 10,516 shares of the firm’s stock in a transaction on Monday, December 22nd. The shares were sold at an average price of $483.33, for a total transaction of $5,082,698.28. Following the sale, the chief financial officer owned 179,114 shares in the company, valued at approximately $86,571,169.62. This trade represents a 5.55% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, Director Johanna Flower sold 3,000 shares of the company’s stock in a transaction on Thursday, January 15th. The stock was sold at an average price of $461.94, for a total transaction of $1,385,820.00. Following the completion of the transaction, the director owned 76,082 shares of the company’s stock, valued at $35,145,319.08. This trade represents a 3.79% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 91,947 shares of company stock worth $41,438,616. Company insiders own 3.32% of the company’s stock.

Key Headlines Impacting CrowdStrike

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Q4 results beat and record ARR: CrowdStrike reported $1.31B revenue and $1.12 adjusted EPS, with ending ARR of ~$5.25B and record net new ARR of $331M — metrics investors prize in recurring-revenue software businesses. CrowdStrike’s Record ARR And AI Security Push Reshape Growth Story
• Positive Sentiment: EU sovereign-cloud partnership and FalconID launch broaden addressable market: A long‑term deal with Schwarz Digits to deliver Falcon on STACKIT (GDPR-compliant sovereign cloud) plus the FalconID AI multifactor auth product target regulated European customers and identity security demand. CrowdStrike and Schwarz Digits Partner to Deliver AI‑Native and Sovereign Cybersecurity Platform on STACKIT
• Positive Sentiment: Analyst support and institutional flows: Scotiabank raised its FY2027 EPS estimate and holds an Outperform/Buy; Baron Global Opportunity Fund increased its CRWD stake and Wells Fargo initiated coverage — all reinforce buy-side interest. CrowdStrike Receives a Buy from Scotiabank
• Neutral Sentiment: Mixed analyst price‑target moves: Several firms raised targets (e.g., Stephens, Rosenblatt, DA Davidson) while others trimmed theirs (Goldman, UBS, Morgan Stanley, BNP/Deutsche Bank). The net effect is continued Wall Street divergence rather than a clear sell‑ or buy‑consensus. Wall Street Just Sent a Split but Bullish Signal on CRWD
• Neutral Sentiment: Guidance largely in line: FY2027 revenue and EPS guidance were essentially consistent with analyst expectations — supportive but not a large upside catalyst on its own. CrowdStrike Beats, But AI Concerns Persist
• Negative Sentiment: Valuation and AI‑driven pricing risk: Multiple pieces flag that high multiples and the possibility that agentic AI could compress software pricing or reduce module needs are key risks investors are weighing. Some analysts trimmed forecasts post‑print because of these structural concerns. Why I’m Still Not Buying CrowdStrike Stock
• Negative Sentiment: Mixed analyst downgrades / target cuts: A number of reputable shops lowered price targets after the quarter, signaling caution and limiting near-term upside until proof of durable AI monetization arrives. These Analysts Cut Their Forecasts On CrowdStrike Following Q4 Results

Institutional Trading of CrowdStrike

Hedge funds have recently bought and sold shares of the company. Logan Capital Management Inc. bought a new position in CrowdStrike during the third quarter valued at approximately $26,000. Strive Financial Group LLC bought a new stake in shares of CrowdStrike in the 4th quarter worth approximately $29,000. Texas Capital Bancshares Inc TX purchased a new stake in shares of CrowdStrike in the 3rd quarter valued at $31,000. Quarry LP bought a new position in shares of CrowdStrike during the 3rd quarter valued at $35,000. Finally, Kemnay Advisory Services Inc. purchased a new position in CrowdStrike in the 4th quarter worth $45,000. Institutional investors own 71.16% of the company’s stock.

About CrowdStrike

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.