CrowdStrike (NASDAQ:CRWD) Releases FY 2026 Earnings Guidance

CrowdStrike (NASDAQ:CRWD) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share guidance of 3.330-3.450 for the period, compared to the consensus earnings per share estimate of 4.430. The company issued revenue guidance of $4.7 billion-$4.8 billion, compared to the consensus revenue estimate of $4.8 billion. CrowdStrike also updated its Q1 2026 guidance to 0.640-0.660 EPS.

Analyst Ratings Changes

Several research analysts recently commented on the company. Stifel Nicolaus raised their target price on CrowdStrike from $400.00 to $475.00 and gave the stock a “buy” rating in a research report on Wednesday, February 19th. Barclays lifted their target price on shares of CrowdStrike from $372.00 to $506.00 and gave the company an “overweight” rating in a research report on Friday, February 21st. Morgan Stanley increased their price target on shares of CrowdStrike from $390.00 to $429.00 and gave the stock an “overweight” rating in a research report on Wednesday, February 19th. Scotiabank reiterated a “sector perform” rating on shares of CrowdStrike in a research note on Wednesday, February 5th. Finally, UBS Group raised their target price on CrowdStrike from $396.00 to $450.00 and gave the stock a “buy” rating in a research report on Wednesday, February 26th. One investment analyst has rated the stock with a sell rating, eleven have assigned a hold rating, twenty-nine have issued a buy rating and three have issued a strong buy rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $391.75.

CrowdStrike Trading Up 1.9 %

CRWD stock traded up $7.43 during midday trading on Tuesday, hitting $390.16. 7,295,686 shares of the company’s stock were exchanged, compared to its average volume of 3,466,877. CrowdStrike has a one year low of $200.81 and a one year high of $455.59. The company has a debt-to-equity ratio of 0.24, a quick ratio of 1.86 and a current ratio of 1.86. The company has a market cap of $96.10 billion, a PE ratio of 765.03, a price-to-earnings-growth ratio of 17.86 and a beta of 1.16. The stock’s fifty day moving average price is $387.36 and its 200-day moving average price is $336.92.

CrowdStrike (NASDAQ:CRWD) last posted its earnings results on Tuesday, March 4th. The company reported ($0.05) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.85 by ($0.90). CrowdStrike had a return on equity of 7.11% and a net margin of 3.39%. Research analysts predict that CrowdStrike will post 0.55 earnings per share for the current fiscal year.

Insider Buying and Selling

In other CrowdStrike news, insider Shawn Henry sold 4,000 shares of the business’s stock in a transaction that occurred on Tuesday, February 18th. The stock was sold at an average price of $450.67, for a total value of $1,802,680.00. Following the sale, the insider now owns 94,214 shares in the company, valued at approximately $42,459,423.38. The trade was a 4.07 % decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CAO Anurag Saha sold 1,863 shares of the firm’s stock in a transaction that occurred on Monday, December 23rd. The stock was sold at an average price of $358.46, for a total transaction of $667,810.98. Following the transaction, the chief accounting officer now directly owns 41,059 shares of the company’s stock, valued at $14,718,009.14. This represents a 4.34 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 100,315 shares of company stock worth $38,387,254 over the last ninety days. Company insiders own 4.34% of the company’s stock.

Institutional Inflows and Outflows

A hedge fund recently raised its stake in CrowdStrike stock. Brighton Jones LLC grew its holdings in shares of CrowdStrike Holdings, Inc. (NASDAQ:CRWD) by 44.9% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 7,803 shares of the company’s stock after buying an additional 2,417 shares during the quarter. Brighton Jones LLC’s holdings in CrowdStrike were worth $2,670,000 at the end of the most recent reporting period. Institutional investors and hedge funds own 71.16% of the company’s stock.

About CrowdStrike

CrowdStrike Holdings, Inc provides cybersecurity solutions in the United States and internationally. Its unified platform offers cloud-delivered protection of endpoints, cloud workloads, identity, and data. The company offers corporate endpoint and cloud workload security, managed security, security and vulnerability management, IT operations management, identity protection, SIEM and log management, threat intelligence, data protection, security orchestration, automation and response and AI powered workflow automation, and securing generative AI workload services.