CrowdStrike (NASDAQ:CRWD) Updates FY 2027 Earnings Guidance

CrowdStrike (NASDAQ:CRWD) issued an update on its FY 2027 earnings guidance on Wednesday morning. The company provided EPS guidance of 4.780-4.900 for the period, compared to the consensus EPS estimate of 3.260. The company issued revenue guidance of $5.9 billion-$5.9 billion, compared to the consensus revenue estimate of $5.9 billion. CrowdStrike also updated its Q1 2027 guidance to 1.060-1.070 EPS.

CrowdStrike Price Performance

NASDAQ CRWD opened at $391.42 on Wednesday. CrowdStrike has a 1-year low of $298.00 and a 1-year high of $566.90. The business’s fifty day moving average price is $434.98 and its 200-day moving average price is $469.29. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.81 and a quick ratio of 1.81. The stock has a market capitalization of $98.68 billion, a price-to-earnings ratio of -310.65, a PEG ratio of 21.65 and a beta of 1.06.

CrowdStrike (NASDAQ:CRWD) last announced its earnings results on Tuesday, March 3rd. The company reported $1.12 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.10 by $0.02. The business had revenue of $1.31 billion for the quarter, compared to analysts’ expectations of $1.30 billion. CrowdStrike had a negative return on equity of 2.12% and a negative net margin of 6.88%.The business’s revenue for the quarter was up 23.8% on a year-over-year basis. During the same period last year, the firm posted $1.03 earnings per share. On average, equities analysts predict that CrowdStrike will post 0.55 earnings per share for the current year.

Analysts Set New Price Targets

CRWD has been the topic of a number of analyst reports. BMO Capital Markets lifted their price objective on CrowdStrike from $500.00 to $555.00 and gave the company an “outperform” rating in a research report on Wednesday, December 3rd. KeyCorp restated a “sector weight” rating on shares of CrowdStrike in a report on Monday, January 12th. BNP Paribas Exane upped their target price on shares of CrowdStrike from $350.00 to $450.00 and gave the company a “neutral” rating in a research report on Wednesday, December 3rd. Weiss Ratings restated a “sell (d+)” rating on shares of CrowdStrike in a research report on Monday, December 29th. Finally, Cantor Fitzgerald cut their target price on CrowdStrike from $590.00 to $520.00 and set an “overweight” rating on the stock in a research note on Tuesday, February 24th. One analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating, fifteen have issued a Hold rating and three have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $520.43.

Insider Activity at CrowdStrike

In other CrowdStrike news, Director Denis Oleary sold 7,750 shares of CrowdStrike stock in a transaction on Friday, December 5th. The stock was sold at an average price of $515.44, for a total transaction of $3,994,660.00. Following the completion of the sale, the director directly owned 10,816 shares of the company’s stock, valued at $5,574,999.04. The trade was a 41.74% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CFO Burt W. Podbere sold 10,516 shares of the company’s stock in a transaction on Monday, December 22nd. The stock was sold at an average price of $483.33, for a total value of $5,082,698.28. Following the completion of the sale, the chief financial officer owned 179,114 shares of the company’s stock, valued at $86,571,169.62. This represents a 5.55% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 100,247 shares of company stock worth $45,722,274 over the last three months. Corporate 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: CrowdStrike reported Q4 results that beat consensus (≈$1.31B revenue, $1.12 EPS), disclosed ARR topping ~$5.25B and highlighted a record net new ARR — news that underpins upside to subscription growth and recurring revenue. BusinessWire: Q4 & FY26 Results
• Positive Sentiment: CrowdStrike issued very strong forward guidance: Q1 FY27 EPS guide ~1.06–1.07 vs. consensus ~0.68, and FY27 EPS ~4.78–4.90 vs. consensus ~3.26 — a material beat on outlook that supports margin and cash‑flow upside. (Guidance included in the company release above.) BusinessWire: Guidance
• Positive Sentiment: Wells Fargo initiated coverage / upgraded CrowdStrike to an overweight / strong‑buy with a ~$450 price target, signaling institutional confidence that the company can navigate AI‑era security demand and recover from the recent AI‑related sell‑off. Seeking Alpha: Wells Fargo Coverage
• Neutral Sentiment: Some buy‑side analysts reiterated bullish stances (e.g., TD Cowen kept a Buy / $480 target), reflecting confidence in product road‑map and Falcon adoption but not changing near‑term narrative materially. TipRanks: TD Cowen Note
• Neutral Sentiment: BTIG adjusted its price target (to $499) while keeping a buy stance, showing some divergence across brokerages on upside magnitude even as they acknowledge strong execution. AmericanBankingNews: BTIG PT
• Negative Sentiment: Several firms flagged valuation as a concern and left or moved to Hold/neutral (e.g., Bernstein maintained a Hold citing rich multiples; Robert W. Baird cut its target to $450 and kept a neutral view) — that pressurizes upside despite strong numbers. TipRanks: Bernstein Hold AmericanBankingNews: Baird PT Cut
• Negative Sentiment: Investor caution from heavy insider selling disclosures and some third‑party data feeds that reported conflicting metrics (an outlier QuiverQuant piece showing a large EPS discrepancy) add near‑term noise and can amplify volatility. QuiverQuant: Data/Reporting Note

Institutional Investors Weigh In On CrowdStrike

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

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.