CrowdStrike (NASDAQ:CRWD) Updates Q1 2026 Earnings Guidance

CrowdStrike (NASDAQ:CRWD) updated its first quarter 2026 earnings guidance on Tuesday. The company provided earnings per share guidance of 0.640-0.660 for the period, compared to the consensus earnings per share estimate of 0.960. The company issued revenue guidance of $1.1 billion-$1.1 billion, compared to the consensus revenue estimate of $1.1 billion. CrowdStrike also updated its FY 2026 guidance to 3.330-3.450 EPS.

Wall Street Analyst Weigh In

Several equities analysts recently weighed in on CRWD shares. Barclays lifted their target price on CrowdStrike from $372.00 to $506.00 and gave the company an “overweight” rating in a research report on Friday, February 21st. Rosenblatt Securities lifted their price objective on CrowdStrike from $385.00 to $450.00 and gave the company a “buy” rating in a research report on Thursday, February 27th. Citigroup reissued a “buy” rating on shares of CrowdStrike in a report on Wednesday, February 5th. Bank of America lifted their price target on shares of CrowdStrike from $400.00 to $420.00 and gave the company a “buy” rating in a report on Wednesday, February 26th. Finally, JMP Securities restated a “market outperform” rating and set a $400.00 price objective on shares of CrowdStrike in a research report on Monday, November 4th. One analyst has rated the stock with a sell rating, eleven have assigned a hold rating, twenty-nine have assigned a buy rating and three have issued a strong buy rating to the company. According to data from MarketBeat.com, CrowdStrike has a consensus rating of “Moderate Buy” and an average target price of $391.75.

CrowdStrike Trading Up 1.9 %

CRWD traded up $7.43 during trading hours on Tuesday, reaching $390.16. 7,295,686 shares of the company’s stock traded hands, compared to its average volume of 3,466,877. The company has a quick ratio of 1.86, a current ratio of 1.86 and a debt-to-equity ratio of 0.24. The firm has a 50-day moving average price of $387.36 and a 200 day moving average price of $336.92. CrowdStrike has a 52-week low of $200.81 and a 52-week high of $455.59. The firm has a market capitalization of $96.10 billion, a PE ratio of 765.03, a PEG ratio of 17.86 and a beta of 1.16.

CrowdStrike (NASDAQ:CRWD) last issued 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 net margin of 3.39% and a return on equity of 7.11%. As a group, sell-side analysts predict that CrowdStrike will post 0.55 EPS for the current fiscal year.

Insider Activity

In other news, CAO Anurag Saha sold 1,863 shares of the firm’s stock in a transaction 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 owns 41,059 shares in the company, valued at approximately $14,718,009.14. This trade represents a 4.34 % decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, insider Shawn Henry sold 4,500 shares of CrowdStrike stock in a transaction dated Monday, December 16th. The shares were sold at an average price of $368.14, for a total value of $1,656,630.00. Following the completion of the sale, the insider now owns 115,798 shares of the company’s stock, valued at $42,629,875.72. The trade was a 3.74 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last quarter, insiders sold 100,315 shares of company stock valued at $38,387,254. Corporate insiders own 4.34% of the company’s stock.

Institutional Inflows and Outflows

An institutional investor recently raised its position in CrowdStrike stock. Brighton Jones LLC increased its holdings in shares of CrowdStrike Holdings, Inc. (NASDAQ:CRWD) by 44.9% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 7,803 shares of the company’s stock after purchasing an additional 2,417 shares during the period. Brighton Jones LLC’s holdings in CrowdStrike were worth $2,670,000 as of its most recent SEC filing. 71.16% of the stock is owned by hedge funds and other institutional investors.

CrowdStrike Company Profile

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.