FY2027 EPS Estimates for CrowdStrike Increased by Scotiabank

CrowdStrike (NASDAQ:CRWD) – Stock analysts at Scotiabank boosted their FY2027 earnings estimates for CrowdStrike in a research report issued on Thursday, March 5th. Scotiabank analyst P. Colville now forecasts that the company will post earnings of $0.87 per share for the year, up from their prior forecast of $0.81. Scotiabank has a “Outperform” rating on the stock. The consensus estimate for CrowdStrike’s current full-year earnings is $0.55 per share.

CrowdStrike (NASDAQ:CRWD) last posted its quarterly earnings results on Tuesday, March 3rd. The company reported $1.12 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.10 by $0.02. CrowdStrike had a negative net margin of 3.81% and a negative return on equity of 0.14%. The company had revenue of $1.31 billion for the quarter, compared to the consensus estimate of $1.30 billion. During the same period last year, the firm posted $1.03 EPS. The company’s revenue for the quarter was up 23.8% on a year-over-year basis.

Several other brokerages also recently issued reports on CRWD. Macquarie Infrastructure reissued a “neutral” rating and issued a $485.00 price target on shares of CrowdStrike in a report on Tuesday, January 27th. Stifel Nicolaus cut their target price on CrowdStrike from $600.00 to $480.00 and set a “buy” rating on the stock in a research note on Monday, February 23rd. Jefferies Financial Group lowered their price target on shares of CrowdStrike from $600.00 to $500.00 and set a “buy” rating for the company in a research report on Friday, February 27th. JPMorgan Chase & Co. cut their price objective on shares of CrowdStrike from $582.00 to $472.00 and set an “overweight” rating on the stock in a research report on Wednesday, February 25th. Finally, Citigroup decreased their target price on shares of CrowdStrike from $610.00 to $525.00 and set a “buy” rating for the company 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 given a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $505.98.

CrowdStrike Stock Performance

Shares of NASDAQ CRWD opened at $426.16 on Friday. 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 firm’s 50-day moving average price is $432.60 and its two-hundred day moving average price is $468.57. CrowdStrike has a 52-week low of $298.00 and a 52-week high of $566.90. The stock has a market capitalization of $107.43 billion, a P/E ratio of -575.88, a P/E/G ratio of 22.89 and a beta of 1.06.

Insider Activity

In related news, President Michael Sentonas sold 11,461 shares of the stock in a transaction 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 completion of the sale, the president directly owned 342,655 shares in the company, valued at approximately $164,399,015.90. This trade represents a 3.24% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CAO Anurag Saha sold 836 shares of CrowdStrike stock in a transaction that occurred on Wednesday, December 24th. The shares were sold at an average price of $476.83, for a total transaction of $398,629.88. Following the completion of the sale, the chief accounting officer owned 43,726 shares of the company’s stock, valued at $20,849,868.58. This trade represents a 1.88% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 91,947 shares of company stock worth $41,438,616. 3.32% of the stock is owned by company insiders.

Institutional Trading of CrowdStrike

Several hedge funds have recently added to or reduced their stakes in the business. Asset Planning Inc acquired a new stake in shares of CrowdStrike during the 3rd quarter worth approximately $25,000. Pilgrim Partners Asia Pte Ltd bought a new stake in CrowdStrike during the 3rd quarter worth approximately $25,000. Anchor Investment Management LLC acquired a new stake in shares of CrowdStrike in the third quarter valued at $25,000. Hanson & Doremus Investment Management raised its stake in shares of CrowdStrike by 170.0% in the fourth quarter. Hanson & Doremus Investment Management now owns 54 shares of the company’s stock worth $25,000 after acquiring an additional 34 shares during the last quarter. Finally, Basepoint Wealth LLC acquired a new position in shares of CrowdStrike during the fourth quarter worth approximately $25,000. Institutional investors own 71.16% of the company’s stock.

CrowdStrike News Roundup

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

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.